Trefis: Highlights Week Ending 20 November 2015

Written by Trefis

Below is a summary of the activity at Trefis during the past week that TrefisthoughtEconintersect readers would find interesting.

Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.

Click on graphic to go Trefis interactive page.

Click “Read more…” to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.

Table of Contents for the 64 top stories this week:

Consumer (28 articles)

• Best Buy, 2 articles (5, 26)

• Home Depot, 2 articles (10, 27)

• Philip Morris, 2 articles (7, 11)

• Target, 2 articles (9, 24)

Technology (13 articles)​

• Ctrip, 2 articles (5, 10)

Media & Telecom (10 articles)​

• Sprint, 2 articles (3, 7)

• Time Warner, 2 articles (4, 9)

• Viacom, 2 articles (8, 9)

Industrials & Transportation (6 articles)

Financial Services (3 articles)

Basic Materials (3 articles)

Energy & Utilities (1 article)

​Health Care (No articles)

All 64 investment stories this week are listed below.

Consumer

1. GameStop Q3 2015 Earnings Preview: Can New Business Segments Overshadow Core Segments? on November 21st

2. L Brands Reports A Record Third Quarter Performance, Plans On Repositioning Its Beauty Business on November 20th

3. Lowe’s Q3 2015 Earnings Review: Results Exceed Expectations With Housing Market Recovery on November 20th

4. What To Expect From American Eagle This Holiday Season? on November 20th

5. Best Buy Q3 Earnings: Cost Cuts Help Expand Profits As Weak Industry Sales Weigh On Top Line on November 20th

6. How Digital Initiatives And Strategic Acquisitions Are Key For L’Oreal’s Growth on November 20th

7. Philip Morris In Emerging Markets: Will Costs Outweigh Benefits? on November 20th

8. Wal-Mart Exceeds Expectations In Q3 As Solid Store Performance Drives Top Line on November 19th

9. Target Q3 Earnings: Tax Benefit Helps Meet Expectations As Both Sales And Margins Disappoint on November 19th

10. Home Depot Q3 2015 Earnings Review: Strong Results Against Favorable Macroeconomic Environment on November 19th

11. Philip Morris In Emerging Markets: Is A Slowdown Here To Stay? on November 19th

12. How A Diversified Product Mix And Operational Efficiency Could Be Key For Coca Cola’s Valuation on November 18th

13. How Portfolio Diversification Could Be Key For Revlon’s Future Growth on November 18th

14. Three Things That Matter Most For Toyota Motors on November 18th

15. Volkswagen: Volumes Start Showing The Impact Of The Scandal on November 18th

16. Here Are The Three Key Drivers For Gap’s Growth on November 18th

17. Abercrombie & Fitch Earnings Preview: Updated Portfolio Can Accelerate Recovery on November 18th

18. L Brand’s Growth Story Is Expected To Continue In The Third Quarter on November 17th

19. Why Tesla Struggles To Gain Market Share on November 17th

20. Keurig Green Mountain: Can A Positive Guidance Pull The Company Out Of Its Misery? on November 17th

21. Analyzing Diageo’s Operations, And Looking Ahead on November 17th

22. How China Is Key For General Motors’ Growth? on November 17th

23. Urban Outfitters Earnings: An Interesting Restaurant Acquisition Follows Disappointing Results on November 17th

24. Target Q3 Earnings Preview: Store Initiatives And Product Launches Likely Drove Another Impressive Quarter on November 17th

25. Here’s What Will Drive Growth In Honda Motors on November 16th

26. Two Key Factors Which Will Drive Best Buy’s Growth In Future on November 16th

27. Home Depot Could Gain In Q3 Even If U.S. Economic Growth Slows on November 16th

28. The Week That Was: Automotive Stocks on November 16th

Technology

1. What Do Pandora’s Recent Acquisitions Have To Offer? on November 20th

2. Micron’s Share Price Has 20% Downside If DRAM Pricing Falls Further In 2016 And 2017 on November 20th

3. How Samsung Is Rethinking Its App Processor Strategy With The Exynos 8890 on November 20th

4. Here’s Why Baidu’s Stock Is Surging on November 19th

5. Riding On Organic Growth Complemented By Strategic Alliances, Ctrip Soars Like Never Before! on November 19th

6. Strong Third Quarter Results Send Sina’s Stock Higher on November 19th

7. How Mobile Ads Can Boost Yahoo’s Floundering Revenues on November 18th

8. Mobile Internet Adoption In China A Key Growth Driver For Alibaba on November 18th

9. Sports Programming Will Be Key Growth Driver For Fox on November 18th

10. Ctrip’s Growth Story Is Expected To Continue In Q3 2015, Boosted By Strategic Alliances Both Within China And Abroad on November 17th

11. iPad Underperformance Could Be Good For Apple’s Margins on November 17th

12. NetApp Earnings Preview: Weakness In Product Sales Likely To Hinder Top Line Growth on November 17th

13. Salesforce’s Breakneck Pace of Growth Likely Continued in the Third Quarter on November 16th

Media & Telecom

1. A Scenario That Can Add To News Corp’s Value on November 19th

2. How Much Can Netflix’s Australian Operations Contribute Towards Company’s International Revenues on November 19th

3. Sprint’s 50% Off Plans Look Aggressive, But Might Be Necessary on November 19th

4. HBO, HBO Now Will Be Key Growth Drivers For Time Warner on November 19th

5. Comcast’s High-Speed Internet Business: Subscriber Base, ARPU Growth Likely on November 17th

6. Why Quality Online Content Is Key For Netflix’s Growth? on November 16th

7. U.S. Carrier Notes: T-Mobile’s Free Streaming Plans; Sprint Restructuring Updates on November 16th

8. Viacom’s Increased Investment In Media Networks Bodes Well While Studio Business Remains Subdued on November 16th

9. Weekly Media Notes: Hulu Seeking To Sell A Stake To Time Warner, Viacom’s Earnings And Fox’s Dubai Theme Park on November 16th

10. Cisco Falls On Weak Guidance, Remains Acquisitive on November 16th

Industrials & Transportation

1. The Potential Impact Of The Panama Canal Expansion On Union Pacific on November 20th

2. UPS, FedEx And The Holiday Season Risks on November 20th

3. A Look At The Benefits And Potential Stumbling Blocks Of The Proposed Canadian Pacific-Norfolk Southern Merger on November 19th

4. China Slowdown A Threat To Caterpillar’s Valuation on November 18th

5. US Airlines May Experience Weakness In Air Travel Demand Due To Paris Bombings on November 17th

6. United and Delta’s Slot Exchange To Hamper Competition In Newark on November 16th

Financial Services

1. Here Are The Key Drivers Of Visa’s Growth on November 19th

2. Growth Momentum Persists For NASDAQ OMX Despite Low Trade Volumes In October on November 19th

3. Q3 2015 U.S. Investment Bank Round-Up: Debt Origination on November 16th

Basic Materials

1. Cliffs’ Northshore Mine The Latest Casualty Of Weakness In Domestic Steel Demand on November 18th

2. Sale Of Waihi Mine Consistent With Newmont’s Strategy To Adapt To Low Gold Prices on November 17th

3. Weakness In Commodity Prices Presents An Opportunity To Precious Metal Streaming Companies on November 16th

Energy & Utilities

1. Chinese Demand, Currency Tailwinds Could Drive Trina Solar’s Q3 Results on November 20th

Health Care

No articles this week.