Trefis: Highlights Week Ending 22 January 2016

Written by Trefis

Below is a summary of the activity at Trefis during the past week that Trefis thought Econintersect 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 116 top stories this week:

Consumer (37 articles)​

• Lear, 6 articles (10, 16, 19, 22, 28, 31)

• American Eagle Outfitters, 5 articles (3, 12, 14, 17, 18)

• Abercrombie & Fitch, 4 articles (13, 20, 24, 25)

• Bed, Bath & Beyond, 2 articles (5, 26)

• Estee Lauder, 2 articles (29, 36)

• Gap, 2 articles (32, 35)

• Volkswagen, 2 articles (7, 8)

Technology (31 articles)

• eBay, 5 articles (10, 15, 18, 19, 24)

• Groupon, 4 articles (8, 9, 21, 22)

• Intel, 3 articles (6, 26, 28)

• AMD, 2 articles (1, 16)

• Broadcom, 2 articles (2, 4)

• F5, 2 articles (14, 27)

• IBM, 2 articles (17,31)

Energy & Utilities 14 articles)

• BP, 5 articles (4, 5, 7 – 9)

• Schlumberger, 5 articles (6, 10, 12 – 14)

• Chesapeake, 3 articles (1 – 3)

Financial Services (12 articles)

• E-Trade, 2 articles (2, 9)

• TD Ameritrade, 2 articles (3, 10)

Media & Telecom (9 articles)​

• Viacon, 3 articles (3, 4, 6)

• Time Warner, 2 articles (1, 9)

• Verizon, 2 articles (2, 8)

Basic Materials (6 articles)

• U.S. Steel, 4 articles (2, 4 – 6)

Industrials & Transportation (5 articles)​

• Union Pacific, 2 articles (1, 5)

Health Care (4 articles)

• Intuitive Surgical, 2 articles (2, 3)

All 116 investment stories this week are listed below.

Consumer

1. With “Maven” Is General Motors Driving Into The Future? on January 22nd

2. What Factors Can Drive Growth For MGM’s Macau Operations? on January 22nd

3. Is Women’s Apparel Becoming A Big Business For American Eagle Outfitters? on January 22nd

4. McDonald’s FY2015 Earnings Preview: Story Of A Perfect Comeback on January 22nd

5. Bed Bath and Beyond: An Update In Light Of the Recently Reported Quarter on January 22nd

6. Where Audi Stands Relative To BMW, Mercedes-Benz In Crucial Markets on January 22nd

7. How Does Volkswagen’s China Market Share Compare With Other Foreign Automakers’? on January 22nd

8. How Much Does Volkswagen Make On The Sale Of One Porsche, Audi, Skoda And Volkswagen Vehicle? on January 22nd

9. What’s American Eagle Outfitters’ Fundamental Value Based On Expected 2015 Results? on January 21st

10. What Is Lear Corporation’s Geographical And Client-Wise Revenue Breakdown? on January 21st

11. Walmart Kills Walmart Express: Are Neighborhood Market Stores More Productive? on January 21st

12. Where Will American Eagle Outfitters’ Revenue Come From In The Next Five Years? on January 21st

13. Where Will Abercrombie & Fitch’s Five Year Revenue Growth Come From? on January 21st

14. How Has American Eagle Outfitters’ Revenue Composition Changed In The Last Five Years? on January 21st

15. Unilever 2015Q4 Earnings: Premium Products and Spreads Business in Focus on January 21st

16. How Has Lear Corporation’s Revenue And EBITDA Composition Changed Over 2011-2015? on January 21st

17. What Is American Eagle Outfitters Revenue & Net Income Breakdown In Terms Of Operating Segments? on January 21st

18. By How Much Did American Eagle Outfitters’ Revenue & EBITDA Grow In The Last Five Years?on January 21st

19. Where Will Lear’s Revenue And EBITDA Growth Come From Over The Next Three Years? on January 21st

20. What Will Drive Abercrombie & Fitch’s Major Brand Hollister’s Revenue Growth In The Next 5 Years? on January 20th

21. Why Is Abercrombie & Fitch Committed To Hollister’s U.S. Consolidation & International Expansion? on January 20th

22. What Is Lear Corporation’s Revenue And EBITDA Breakdown? on January 20th

23. Starbucks: Accelerated Expansion Growth in Asian Markets To Be The Highlight For 2016 on January 20th

24. By How Much Have Abercrombie & Fitch’s Revenue & Earnings Grown In The Last Five Years?on January 20th

25. How Has Abercrombie & Fitch’s Revenue Composition Changed In The Last Five Years? on January 20th

26. Will Digital Initiatives Drive Revenues For Bed, Bath & Beyond? on January 20th

27. What Is Abercrombie & Fitch’s Fundamental Value Based On Expected 2015 Results? on January 20th

28. By What Percentage Have Lear’s Revenues And EBITDA Grown Over The Last Five Years? on January 20th

29. Some Recent Developments In The Cosmetics Arena: Estee Lauder, L’Oreal, Avon Products on January 20th

30. What Is Revlon’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? on January 20th

31. What’s Lear Corporation’s Fundamental Value Based On Expected 2015 Results? on January 20th

32. Where Can Gap Inc’s Banana Republic Revenue Come From In The Next Five Years? on January 19th

33. Disappointing Holiday Sales, But Is Best Buy On A Turnaround Track? on January 19th

34. E-Cigarette Market In The U.K. Part 1: A Health Threat Or A Cure? on January 19th

35. Why Is Gap Inc Focusing On Asia Expansion For Its Namesake Brand? on January 19th

36. What Is Estee Lauder’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? on January 19th

37. Here’s What Dunkin Brands Can Look Forward To In 2016 on January 19th

Technology

1. How Is AMD’s Revenue & EBITDA Composition Expected To Change In The Future? on January 22nd

2. What’s Broadcom’s Fundamental Value Based On Expected 2015 Results? on January 22nd

3. Micron Technology: Calendar Year 2015 In Review on January 22nd

4. By How Much Can Broadcom’s Revenue & EBITDA Grow In The Next 5 Years? on January 22nd

5. Here’s Why The Recent Drop in Qlik’s Share Price is Unwarranted on January 22nd

6. Intel In 2015: Growth in Data Center, IoT and Memory Was Offset By A Steep Decline In PC Sales on January 22nd

7. Apple Q1 Preview: Has The iPhone Peaked? on January 22nd

8. How Much Can Groupon’s Revenues Grow Over the Next Five Years? on January 21st

9. What Is Groupon’s Revenue And Gross Profit Breakdown By Operating Segments? on January 21st

10. How Much Can eBay’s Revenues Grow Over the Next Five Years? on January 21st

11. Why Pandora Lost 35% Of Its Value Over The Past Month? on January 21st

12. Cree Reports Strong Q2’16 Earnings Driven By A Healthy Demand In Commercial Lighting on January 21st

13. No Subscription Charges For WhatsApp: Does Facebook Have A Monetization Strategy In Place? on January 21st

14. Despite Global Macroeconomic Issues, F5 Reports A Strong Q1’16, Instilling Confidence About Future Prospects on January 21st

15. How Much Has eBay’s Revenue & EBITDA Grown In The Last Five Years? on January 21st

16. AMD’s Q4’15 Earnings Review: What’s In Store For 2016 on January 20th

17. IBM Earnings: Revenues From Strategic Imperatives Improves on January 20th

18. What Is eBay’s Revenue And Earnings Breakdown In Terms Of Different Operating Segments?on January 20th

19. How Has eBay’s Revenue Composition Changed In The Last Five Years? on January 20th

20. What Is Priceline’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? on January 20th

21. How Has Groupon’s Revenue Composition Changed In The Last Five Years? on January 20th

22. Much Did Groupon’s Revenue & EBITDA Grow In The Last Five Years? on January 20th

23. How Has Yelp’s Revenue Composition Changed Over The Last 5 Years? on January 19th

24. Is eBay Losing The Race In India? on January 19th

25. Why Did Texas Instruments Decide Against Buying Maxim? on January 19th

26. Will Intel’s Server Revenue Grow In Line With The Global Server Market? on January 19th

27. F5 Networks Earnings Preview: Seasonal Softness To Affect Q1 Revenues, But Growth Prospects Strong In 2016 on January 19th

28. How Is Intel’s Revenue & EBITDA Composition Expected To Change By 2020? on January 19th

29. What’s Seagate’s Fundamental Value Based On Expected 2015 Results? on January 19th

30. What Is Travelzoo’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? on January 19th

31. IBM Earnings Preview: Revenues To Decline As Shift To Cloud Continues on January 18th

Energy & Utilities

1. How Has Chesapeake’s Production Mix Changed Over 2011-2015? on January 22nd

2. How Has Chesapeake’s Revenue And EBITDA Composition Changed Over 2011-2015? on January 22nd

3. What Is Chesapeake’s Fundamental Value Based On Expected 2015 Results? on January 22nd

4. By What Percentage Can BP’s Revenues Grow Over the Next Five Years? on January 21st

5. What Has Led To More Than A 30% Decline In BP’s Revenues & EBITDA In The Last Five Years? on January 21st

6. How Will Schlumberger’s Revenue And EBITDA Grow In The Next Five Years? on January 21st

7. How Has BP’s Revenue Composition Changed In The Last Five Years? on January 21st

8. What’s BP’s Fundamental Value Based On Expected 2015 Results? on January 20th

9. What’s BP’s Revenue & Earnings Breakdown In Terms of Different Products? on January 20th

10. How Much More Value Do Schlumberger’s Middle East & Asian Markets Have Than Its North American Markets? on January 20th

11. How Can China Impact Crude Oil Prices In 2016? on January 20th

12. How Much Value Will North American Markets Contribute To Schlumberger’s Revenue And EBITDA by 2020? on January 19th

13. How Much Value Will Middle East & Asia Markets Add To Schlumberger’s Revenue And EBITDA by 2020? on January 19th

14. What Is Schlumberger’s Fundamental Value Based On Expected 2015 Results? on January 19th

Financial Services

1. Morgan Stanley Reveals Additional Changes To Business Model After Mixed Q4 Results on January 22nd

2. Low Volumes, Yields Weigh On E-Trade’s Q4 Results on January 22nd

3. TD Ameritrade Earnings: Subdued Volumes, Yields Weigh On Results on January 21st

4. Poor Q4 Debt Trading Revenues Not Deterring Goldman From Betting Big On A Turnaround on January 21st

5. With Bank of America’s Profits Recovering To Pre-Recession Levels, Its Shares Look Undervalued on January 21st

6. Schwab Earnings: Asset-Based Revenues Drive Strong Results on January 20th

7. Citigroup Is Worth $61 Despite Its Dismal Operating Performance In Q4 on January 20th

8. U.S. Bancorp Ends 2015 On A High, As Solid Loan Growth Boosts Q4 Earnings on January 20th

9. Trade Volumes, Limited Growth In Asset Base To Weigh On E*Trade’s Earnings on January 20th

10. TD Ameritrade Earnings Preview: Asset-Based Revenues To Drive Results on January 19th

11. BlackRock Ends 2015 Well, But Will Have To Combat Weak Conditions In 2016 on January 19th

12. Energy Exposure Drags Down Wells Fargo’s Q4 Performance on January 19th

Media & Telecom

1. Weekly Pay-TV Notes: CPUC Sets Date For Charter-TWC Merger Hearing, 2015’s Minions Comcast’s Most Profitable Movie Ever on January 22nd

2. Verizon’s Q4 Review: Wireless Business Performs Well Despite Competition on January 22nd

3. What’s The Revenue & EBITDA Breakdown For Viacom’s Cable Networks? on January 22nd

4. What’s Viacom’s Revenue & EBITDA Breakdown? on January 22nd

5. Ericsson Plans To Bolster Its Broadcast & Media Unit With FYI Acquisition on January 21st

6. What Factors Can Drive Growth For Viacom’s Cable Networks? on January 21st

7. Netflix Q4 Earnings: International Subscriber Growth As Strong As Ever, But Domestic Growth Shows Signs Of Moderation on January 20th

8. Key Metrics To Watch As Verizon Reports Q4 Earnings on January 20th

9. What’s Revenue & EBITDA Breakdown For Turner Networks, Time Warner’s 2nd Biggest Revenue Contributor? on January 19th

Basic Materials

1. By What Percentage Will U.S. Tubular Revenues Rise If Oil Prices Rise To $100 Per Barrel By 2018? on January 22nd

2. With Steel Facing Competition From Aluminum In Automotive Applications, By What Percentage Will U.S. Steel’s Automotive Steel Shipments Change By 2020? on January 22nd

3. Freeport-McMoRan Q4 2015 Earnings Preview: Subdued Commodity Pricing Environment To Negatively Impact Results on January 22nd

4. By What Percentage Did U.S. Steel’s Revenue & EBITDA Change In The Last 5 Years? on January 20th

5. What Is U.S. Steel’s Revenue And EBITDA Breakdown? on January 20th

6. What Is U.S. Steel’s Fundamental Value Based On Expected 2015 Results? on January 20th

Industrials & Transportation

1. Union Pacific Q4 2015 Earnings Review: Top Line Headwinds Negatively Impact Results on January 22nd

2. 2015 Earnings Review: Alaska Air’s Profits Soared Due To Its Operational Excellence And Depressed Fuel Costs on January 22nd

3. 2015 Earnings Review: United Continental Posts Record Full Year Profits, Thanks To Lower Fuel Costs on January 22nd

4. 2015 Earnings Review: Fuel Cost Savings Cause Delta’s Profits To Surge, Despite Currency Tailwinds on January 21st

5. Union Pacific Q4 2015 Earnings Preview: Lower Fuel Expenses To Partially Offset Impact Of Top Line Headwinds on January 19th

Health Care

1. What To Expect From J&J’s Full Year 2015 Earnings Announcement? on January 22nd

2. Intuitive Surgical Maintains Its Growth Momentum With Strong Growth In Procedure Volumes on January 22nd

3. Intuitive Surgical Earnings Preview: Revenue Growth Likely To Taper In Q4 After An Exceptionally Strong Q3 on January 20th

4. Growth Across Businesses Lifts UnitedHealth’s 2015 Results on January 20th