Trefis: Highlights Week Ending 15 April 2016

Written by Trefis

Below is a summary of the activity at Trefis during the past week thatTrefis 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 166 top stories this week:

Consumer (45 articles)​

• Wynne Resorts, 7 articles (24, 30, 32, 34, 40 – 42)

• Diamler, 5 artciles (6, 12, 16, 17, 19)

• Lowe’s, 5 artciles (28, 31, 36, 43, 44)

• Diageo, 4 articles (2, 4, 8, 9)

• Estee Lauder, 2 articles (14, 22, 27)

• L Brands, 3 articles (10, 15, 18)

• L’Oreal, 3 articles (20, 25, 26)

• Altria, 2 articles (39, 45)

Technology (39 articles)

• Yahoo!, 6 articles (5, 33, 34, 36 – 38)

• Amazon, 5 articles (26 – 30)

• Microsoft, 5 articles (16, 18, 21, 23, 25)

• Alibaba, 4 articles (15, 27,29, 30)

• Zynga, 4 articles (12, 13, 31, 32)

• Twitter, 3 articles (8, 9, 35)

• Facebook, 2 articles (8,10)

• SanDisk, 2 articles (1, 3)

Financial Services (23 articles)

• American Express, 5 articles (6 – 10)

• E-Trade, 5 article (12 – 14, 20, 21)

• Visa, 5 articles (15 – 19)

• MasterCard, 3 articles (1 – 3)

• NASDAQ OMX, 2 articles (4, 5)

Media & Telecom (15 articles)​

• China Unicom, 5 articles (1, 3, 4, 6, 7)

• Cisco, 5 articles (2, 5, 8, 12, 13)

• Nokia, 4 articles (9 – 11, 14)

​Energy & Utilities (14 articles)​

• Chesapeake, 5 articles (9, 10, 12 – 14)

• ConocoPhillips, 5 articles (1 – 3, 6, 8)

Basic Materials (12 articles)​

• Vale, 6 articles (3, 5, 6, 8, 9, 12)

• Dow Chemical, 3 articles (2, 4, 7)

Industrials & Transportation (10 articles)​

• Boeing, 4 articles (1, 2, 4, 5)

• Johnson Controls, 3 articles (6, 7, 9)

• CSX, 2 articles (8, 10)

Health Care (8 articles)​​

• Intuitive Surgical, 4 articles (1, 2, 5, 6)

All 166 investment stories this week are listed below.

Consumer

1. PepsiCo Earnings Preview: Sales Slide Expected As Soft Drinks, Emerging Markets Underperform on April 15th

2. What Are Diageo’s Highest And Lowest Growth Markets? on April 15th

3. Why Is Dunkin’ Donuts Aggressively Promoting Its Rewards Program? on April 15th

4. By What Percentage Did Diageo’s Revenue & EBITDA Decline In The Last 3 Years? on April 15th

5. What’s Chipotle Mexican Grill’s Fundamental Value Based On Expected 2016 Results? on April 15th

6. Where Will Daimler’s Revenue And Gross Profit Growth Come From Over The Next Three Years? on April 15th

7. Is Coach’s Transformation Plan Working? on April 15th

8. What Is Diageo’s Revenue And EBITDA Breakdown? on April 15th

9. How Has Diageo’s Volume Composition Changed In The Last 3 Years? on April 15th

10. What Is L Brands’ Fundamental Value Based On 2016 Estimated Numbers? on April 14th

11. How Costco Is Focusing On Its Organic Food Supply? on April 14th

12. How Has Daimler’s Revenue And Gross Profit Composition Changed Over 2012-2016E? on April 14th

13. What Aeropostale’s Potential Suitors Would Have Access To? on April 14th

14. Estee Lauder: Year 2015 In Review on April 14th

15. Where Can L Brands’ Growth Come From In The Next 5 Years? on April 14th

16. What Is Daimler’s Fundamental Value Based On Expected 2016 Results? on April 14th

17. By What Percentage Have Daimler’s Revenues And Gross Profit Grown Over The Last Five Years? on April 14th

18. What Drove L Brands’ Revenue And EBITDA Growth Over The Last Five Years? on April 14th

19. What Is Daimler’s Revenue And Gross Profit Breakdown? on April 14th

20. Where Can L’Oreal’s Growth Come From In The Next 5 Years? on April 13rd

21. Unilever 2016Q1 Earnings Preview on April 13rd

22. Where Can Estee Lauder’s Growth Come From In The Next 5 Years? on April 13rd

23. Why Is Ford Motors Increasing Its Investment In Mexico? on April 13rd

24. What’s Wynn Resorts’ Casino Revenue & EBITDA Breakdown? on April 13rd

25. What Drove L’Oreal’s Revenue And EBITDA Growth Over The Last Five Years? on April 13rd

26. What Is L’Oreal’s Fundamental Value Based On 2016 Estimated Numbers? on April 13rd

27. What Drove Estee Lauder’s Revenue And EBITDA Growth Over The Last Five Years? on April 13rd

28. Where Will Lowe’s’ Revenue And EBITDA Growth Come From Over The Next Three Years? on April 12nd

29. Same Day Delivery: Best Buy’s Plan to Take On Amazon? on April 12nd

30. How Has Macau Revenue & EBITDA Contribution Changed For Wynn Resorts In The Last 5 Years? on April 12nd

31. By What Percentage Have Lowe’s’ Revenues And EBITDA Grown Over The Last Five Years? on April 12nd

32. Is Mass-Market Gaming Becoming More Significant Revenue Contributor To Wynn’s Macau Casino Operations? on April 12nd

33. What Is Estee Lauder’s Fundamental Value Based On 2016 Estimated Numbers? on April 12nd

34. How Important Are Macau Operations For Wynn Resorts? on April 12nd

35. How Much Do Auto Companies Invest In Research And Development Comparatively? on April 12nd

36. What Is Lowe’s’ Fundamental Value Based On Expected 2016 Results? on April 12nd

37. Is The Launch Of ‘Tiago’ The Beginning Of Tata Motors’ Transformation In India? on April 11st

38. Rite Aid’s Earnings Review: Growth Driven by EnvisionRx Acquisition on April 11st

39. What Are Altria’s Strengths Driving Long-Term Growth? on April 11st

40. How Has Wynn Resorts’ Revenue & EBITDA Composition Changed Over The Last 5 Years on April 11st

41. By What Percentage Can Wynn Resorts’ Revenue & EBITDA Grow In The Next 3 Years? on April 11st

42. By What Percentage Did Wynn Resorts’ Revenue & EBITDA Grow In The Last 5 Years? on April 11st

43. How Has Lowe’s’ Revenue And EBITDA Composition Changed Over 2012-2016E? on April 11st

44. What Is Lowe’s’ Revenue And EBITDA Breakdown? on April 11st

45. What Are Some Obstacles To Altria’s Long-Term Growth? on April 11st

Technology

1. SSD, Embedded & Removable Storage: What’s SanDisk’s Revenue & Earnings Breakdown? on April 15th

2. Why Is eBay Launching Its India Payment Service In Other International Markets? on April 15th

3. How Has SanDisk’s Revenue Composition Changed Over The Last Five Years? on April 15th

4. Intel’s Q1’16 Earnings Preview: Data Center, IoT & Memory Are The Key Growth Drivers on April 15th

5. Yahoo Earnings Preview: What Are Our Expectations From Yahoo in Q1? on April 15th

6. Why Has Seagate’s Stock Price Plummeted By 20% This Week? on April 15th

7. Activision Blizzard’s Console Market Share Witnessed A Decline In 2015; Digital Channels Provide Respite on April 15th

8. Twitter Vs. Facebook: U.S. & International Monthly Active User Growth on April 15th

9. How Have Twitter’s Expenses Trended And What’s The Future Outlook? on April 15th

10. Why Is Facebook Entering The Hyperlocal Services Market In India? on April 14th

11. IBM Earnings Preview: Guidance And Consensus Indicates Decline In Revenue To Continue on April 14th

12. What Is Zynga’s Fundamental Value Based On Expected 2016 Results? on April 14th

13. How Has Zynga’s Revenue Composition Changed In The Last Five Years? on April 14th

14. How Is Apple’s Revenue Composition Expected To Change Over The Next 5 Years? on April 14th

15. Why Is Alibaba Expanding Beyond China? on April 13rd

16. What’s Microsoft’s Fundamental Value Based On 2015 Results? on April 13rd

17. How Has Qualcomm’s Revenue Mix Changed In The Last 5 Years? on April 13rd

18. By What Percentage Can Microsoft’s Revenues And EBITDA Grow In The Next 3 Years? on April 13rd

19. Here’s Why We Are Revising Our Price Estimate of Qlik From $36 to $28 on April 13rd

20. What is Qualcomm’s Revenue & EBITDA Breakdown? on April 13rd

21. How Has Microsoft’s Revenue Composition Changed Over The Last 5 Years? on April 13rd

22. What is Qualcomm’s Fundamental Value based on Expected 2016 Results? on April 13rd

23. By What Percentage Did Microsoft’s Revenue And EBITDA Increase In The Last Five Years? on April 13rd

24. By What Percentage Did Qualcomm’s Revenue And EBITDA Grow In The Last 5 Years? on April 13rd

25. What’s Microsoft’s Revenue And Earnings Breakdown? on April 13rd

26. How Does Amazon Fare In The Indian E-Commerce Market? on April 13rd

27. Amazon Vs. Alibaba: Revenue & EBITDA Growth on April 13rd

28. Why Would Amazon Be Interested In A Stake In Mapping Company HERE? on April 12nd

29. Amazon Vs. Alibaba: Enterprise Value & EBITDA on April 12nd

30. Amazon Vs. Alibaba: GMV, Revenue & EBITDA on April 12nd

31. What Is Zynga’s Revenue & Expenses Breakdown? on April 11st

32. How Much Has Zynga’s Revenue & EBITDA Grown In The Last Five Years? on April 11st

33. By What Percentage Did Yahoo’s Revenue And EBITDA Decrease In The Last Five Years? on April 11st

34. By What Percentage Can Yahoo’s Revenues And EBITDA Grow In The Next 3 Years? on April 11st

35. Can The NFL Deal Improve User Engagement On Twitter? on April 11st

36. How Has Yahoo’s Revenue Composition Changed Over The Last 5 Years? on April 11st

37. What Is Yahoo’s Fundamental Value? on April 11st

38. What’s Yahoo’s Revenue And EBITDA Breakdown? on April 11st

39. What Is EMC’s Presence In The Storage Systems Market? on April 11st

Financial Services​

1. How Has MasterCard’s Revenue Composition Changed In The Last Five Years? on April 15th

2. How Much Has Master Card’s Revenue & Gross Profit Grown In The Last Five Years? on April 15th

3. How Much Can Master Card’s Revenue Grow In The Next Five Years? on April 15th

4. NASDAQ’s Equity Options Volumes Decline In March on April 15th

5. NASDAQ’s March Cash Equities Volumes See Mixed Results on April 15th

6. What Is American Express’ Revenue & Expense Breakdown? on April 14th

7. How Much Did American Express’ Revenue & Net Profit Grow In The Last Five Years? on April 14th

8. What Is American Express’ Fundamental Value Based On Expected 2016 Results? on April 14th

9. Where Is American Express’ Revenue Growth Over The Next Five Years Going To Come From? on April 14th

10. How Has American Express’ Revenue Composition Changed In The Last Five Years? on April 14th

11. How Much Have Schwab’s Fee And Service Charges Increased? on April 14th

12. How Has The Riskiness Of E-Trade’s Home Equity Loan Portfolio Changed In Recent Years? on April 14th

13. How Have E-Trade’s Loan Receivables Changed In Recent Years? on April 13rd

14. How Has The Riskiness Of E-Trade’s Family Loan Portfolio Changed In Recent Years? on April 13rd

15. What Is Visa’s Revenue & Expense Breakdown? on April 12nd

16. How Much Can Visa’s Revenue Grow In The Next Five Years? on April 12nd

17. What Is Visa’s Fundamental Value Based On Expected 2016 Results? on April 12nd

18. How Has Visa’s Revenue Composition Changed In The Last Five Years? on April 12nd

19. How Much Has Visa’s Revenue & Gross Profit Grown In The Last Five Years? on April 12nd

20. How Has E-Trade’s Return On Capital Trended In Recent Years? on April 11st

21. How Has E-Trade’s Net Interest Income Changed In Recent Years? on April 11st

22. How Has The Total Size Of M&A Deals Closed By Major European Investment Banks Changed In The Last 5 Quarters? on April 11st

23. How Has The Total Size Of M&A Deals Closed By Major U.S. Investment Banks Changed In The Last 5 Quarters? on April 11st

Media & Telecom

1. By How Much Can China Unicom’s Revenues Grow Over The Next 5 Years? on April 15th

2. Where Can Cisco’s Router Revenue Growth Come From In The Next Five Years? on April 15th

3. How Has China Unicom’s Revenue Mix Changed Over The Last 5 Years? on April 14th

4. What Drove China Unicom’s Revenue & EBITDA Growth Over The Last 5 Years? on April 14th

5. How Much Have Cisco’s Revenue & EBITDA Changed In The Last Five Years? on April 13rd

6. Mobile, Broadband, Landlines: What’s China Unicom’s Revenue & EBITDA Breakdown on April 13rd

7. What Is China Unicom’s Fundamental Value Based On Expected 2016 Results? on April 13rd

8. What’s Cisco’s Fundamental Value Based On Expected 2016 Results? on April 13rd

9. How Important Is The Licensing Business For Nokia? on April 13rd

10. How Has Nokia’s Revenue & Cash Profit Composition Changed In The Last Five Years? on April 13rd

11. What’s Nokia’s Revenue & Net Income Breakdown By Segment? on April 12nd

12. What’s Cisco’s Revenue Breakdown By Segment? on April 12nd

13. How Has Cisco’s Revenue Composition Changed In The Last Five Years? on April 12nd

14. How Much Has Nokia’s Revenue & EBITDA Changed In The Last Five Years? on April 12nd

15. How Has Postpaid Churn Of The Major U.S. Wireless Carriers Trended In Recent Years? on April 11st

Energy & Utilities

1. How Has ConocoPhillips’ Production Mix And Price Realizations Changed Over The Last 6 Years? on April 14th

2. How Will ConocoPhillips’ Revenue Move If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on April 14th

3. How Will ConocoPhillips’ Revenue Change If Crude Oil Prices Average $50 Per Barrel In 2018? on April 14th

4. How Are Natural Gas Prices And The Global Gas Rig Count Correlated? on April 13rd

5. How Are Crude Oil Prices And Global Oil Rig Count Correlated? on April 13rd

6. What Is ConocoPhillips’ Fundamental Value Based On 2016 Estimated Numbers? on April 13rd

7. How Will The Halliburton-Baker Hughes Deal Impact Halliburton’s Credit Capacity? on April 12nd

8. What Is ConocoPhillips’ Revenue And EBITDA Breakdown? on April 12nd

9. How Will Chesapeake’s Revenue Change If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on April 12nd

10. How Will Chesapeake’s Revenue Change If Crude Oil Prices Average $50 Per Barrel In 2018? on April 12nd

11. How Has ConocoPhillips’ Revenue And EBITDA Composition Changed Over The Last 6 Years? on April 12nd

12. What Is Chesapeake Energy’s Revenue And EBITDA Breakdown? on April 11st

13. How Has Chesapeake’s Production Mix And Price Realization Changed Over The Last 5 Years? on April 11st

14. How Has Chesapeake’s Revenue And EBITDA Composition Changed Over The Last 5 Years? on April 11st

Basic Materials

1. By What Percentage Has Rio Tinto’s Capital Expenditure Declined Over The Past 5 Years? on April 15th

2. How Has Dow Chemical’s Revenue Composition Changed In The Last Five Years? on April 15th

3. How Will Vale’s Revenue Composition Change By 2020? on April 15th

4. What Is Dow Chemical’s Fundamental Value Based On Expected 2016 Results? on April 15th

5. How Has Vale’s Revenue Composition Changed Over The Last 5 Years? on April 15th

6. Vale: A Look Back At The Year 2015 on April 15th

7. What’s Dow Chemical’s Revenue & EBITDA Breakdown In Terms Of Different Products? on April 15th

8. By What Percentage Can Vale’s Revenue & EBITDA Increase Over The Next 3 Years? on April 12nd

9. By What Percentage Has Vale’s Revenue & EBITDA Declined Over The Last 5 Years? on April 12nd

10. Alcoa Earnings Review: Decline In Aluminum Prices Negatively Impacts Q1 Results on April 12nd

11. By What Percentage Has Vale’s Capital Expenditure Declined Over The Past 5 Years? on April 11st

12. What Is Vale’s Fundamental Value Based On 2015 Results? on April 11st

Industrials & Transportation

1. By What Percentage Did Boeing’s Revenue & EBITDA Grow In The Last 5 Years? on April 14th

2. How Has Boeing’s Revenue And EBITDA Composition Changed? What to Expect in the Next 5 Years? on April 14th

3. What Should We Expect From Delta’s 1Q 2016 Results? on April 14th

4. What is Boeing’s Fundamental Value Based On Expected 2016 Results? on April 14th

5. What’s Boeing’s Current Revenue and EBITDA Breakdown? on April 14th

6. How Has Johnson Controls’ Net Sales Changed By Geographic Areas? on April 13rd

7. How Does The Adient Spin-Off And Tyco Merger Create Value For Johnson Controls’ and Tyco’s Shareholders? on April 13rd

8. CSX’s Q1 2016 Earnings Review: Top Line Headwinds Negatively Impact Results on April 13rd

9. What Costs Did Johnson Controls’ 2015 Restructuring Plan Entail? on April 13rd

10. CSX’s Q1 2016 Earnings Preview: Decline In Shipment Volumes And Fuel Surcharge Revenue To Negatively Impact Results on April 11st

Health Care

1. By What Percentage Did Intuitive Surgical’s Revenue And Gross Profit Grow In The Last 5 Years? on April 15th

2. How Has Intuitive Surgical’s Revenue Mix Changed In The Last 5 Years? on April 15th

3. What To Expect From Roche’s Q1 2016 Earnings? on April 15th

4. Here Is Why J&J Could See Growth As It Reports Its Q1 2016 Results on April 15th

5. What is Intuitive Surgical’s Fundamental Value based on Expected 2016 Results? on April 15th

6. What is Intuitive Surgical’s Revenue & Gross Profit Breakdown? on April 15th

7. Why We Are Bullish On Pfizer on April 12nd

8. Why We Are Bullish On Merck on April 12nd