by Trefis Staff
Below is a summary of the activity on Trefis during the past week that we thought you 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 concensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.
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Tech, Media, Telecom
Oracle Bets on the Cloud as Software Sales Slump on European Mess on December 23rd
Oracle (NASDAQ:ORCL) reported its Q2 FY12 earnings results this week with software and hardware sales lower than expected, which sent the stock …
Amazon Looks to Stuff More Kindles in Stockings This Christmas on December 23rd
Trying to make the most of the Christmas shopping season, Amazon (NASDAQ:AMZN) recently launched its “Best of Digital” store….
Mobile Weekly Notes: RIM, Apple and Nokia on December 23rd
This week saw some interesting tidbits coming from the mobile phone companies such as Research in Motion (NASDAQ:RIMM), Apple (NASDAQ:AAPL) …
Micron and Intel Take on Asian Chip Makers with Powerful NAND Device on December 23rd
Micron Technology (NASDAQ:MU) and Intel (NASDAQ:INTC) announced the world’s first 20nm, 128Gb, multilevel-cell (MLC) device. This …
Weekly Tech Review: Microsoft, Oracle and SAP on December 23rd
This week was quite eventful for some companies in the technology sector. Microsoft (NASDAQ:MSFT), Oracle (NASDAQ:ORCL) and SAP (NYSE:…
Telecom Weekly Notes: A Big Week for AT&T and Verizon on December 23rd
The past week saw AT&T (NYSE:T) finally pull its bid for T-Mobile Monday, ending months of intense lobbying with regulatory …
Akamai’s Cotendo Deal a Win for Shareholders, Defends Moat on December 23rd
Akamai (NASDAQ:AKAM) said Thursday that it has reached an agreement to buy out Cotendo for a net cash payment of approximately $268 million…
Microsoft & Intel Fend Off iPad Frenzy with Ultrabooks on December 23rd
Microsoft (NASDAQ:MSFT) is expected to launch Windows 8, the next version of the Windows OS, in 2012. It is the leader …
2012 Will be Nokia’s Year of Reckoning on December 23rd
Nokia (NYSE:NOK) marked January 11th as the official date on which it re-enters U.S. smartphone market with an entry-level smartphone powered by …
Yahoo Updates: Unloading Asian Assets Could Buy Time for Turnaround on December 23rd
In a decision that was long awaited, Yahoo (NASDAQ:YHOO) may be reconsidering a deal to unload a majority of its Asian assets,…
Apple and Google Score in the Holiday Season on December 23rd
The battle in the smartphone market during the Christmas season seems to have come down to a two-horse race between the iPhone from Apple (…
IBM’s Emptoris Deal, Expands Smarter Commerce Initiatives on December 23rd
Continuing its acquisition spree, IBM (NYSE:IBM) recently announced a definitive agreement to acquire Emptoris Inc., a Burlington, Massachusetts based provider of…
Yahoo’s Asian Asset Sale Looks Inevitable, Outlook Still Murky on December 23rd
Yesterday Yahoo (NASDAQ:YHOO) announced that it would retain control of the company but sell Asian assets in an asset swap transaction that will…
Activision Blizzard New Coverage: $17.50 Trefis Price Estimate on December 23rd
Activision Blizzard (NASDAQ:ATVI) is a worldwide online, PC, console, handheld, and mobile games publisher. While its subsidiary Activision is the …
Oracle Drags Tech Stocks Lower; Broad Market Ends Mixed on December 22nd
Oracle’s (NASDAQ:ORCL) earnings miss weighed heavily on tech stocks throughout the session Wednesday as the Nasdaq finished lower by nearly 1%…
NYT Ready to Throw in the Towel on Local Newspapers on December 22nd
As Google (NASDAQ:GOOG) and Facebook continue to provide stiff competition in the online advertising space, New York Times (NYSE:NYT) is …
Qualcomm’s Standalone Processors Help Exploit Short-term Shift in Trend on December 22nd
An interesting trend emerged last quarter when standalone processors outgrew baseband-integrated application processors, accounting for 41 percent of total smartphone applications processor shipments in …
AOL Should be at $14 Until Strategy is Clarified on December 22nd
Much like the scathing remarks from Daniel Loeb towards Yahoo (NASDAQ:YHOO), AOL (NYSE:AOL) investors Starboard Value LP criticized the company …
RIM Investors Hope for Takeover After Earnings Miss on December 22nd
Research in Motion (NASDAQ:RIMM) announced its December ending Q3 FY2012 results last Thursday that were below its own guidance levels, as expected….
Apple’s Fancy Phones Earn More than Comparable Android Peers on December 22nd
Apple (NASDAQ:AAPL) iPhone stands ahead of Google’s (NASDAQ) most expensive Android-based smartphones when it comes to negotiating power with telecom providers…
Constant Contact Launches “Social Campaigns” for Marketing on Facebook, Twitter & LinkedIn on December 22nd
Constant Contact (NASDAQ:CTCT) has launched a new social media marketing tool, Social Campaigns, which enables small businesses to run social media marketing…
Zynga Launches Texas HoldEm Poker on Google TV on December 22nd
Zynga (NASDAQ:ZNGA) which made a lackluster public debut last week, has made some significant strategic moves in the last couple of weeks….
Downside to HP and Dell as PC Shipments Drop on December 22nd
Intel (NASDAQ:INTC), the world’s largest chip company, recently reduced its fourth quarter revenue estimates by 6.8% citing that the continued…
DirecTV Faces More Competition as Brazil Opens Pay-TV Market on December 22nd
In September 2011, Brazil’s government passed a law that is expected to expand pay-TV services in the country. According to the new…
NFL’s Haggling Could Handicap CBS’s $33.50 Value on December 22nd
CBS (NYSE:CBS) has now stated that it has re-negotiated the broadcast rights with the National Football League (NFL) and extended the contract…
Baidu Pushes Ahead With Yi, But Investors Wary Over Chinese Markets on December 22nd
Dell finally launched the first smartphone powered by Yi, Baidu’s (NASDAQ:BIDU) its very own mobile operating system. While Baidu certainly…
With AT&T/T-Mobile Merger Dead, Sprint Breathes a Sigh of Relief on December 22nd
AT&T (NYSE:T) finally scuttled its T-Mobile merger plans on Monday, much to the delight of Sprint (NYSE:S) which …
Intel Updates: Drops Sandy Bridge Prices to Flirt with OEMs Making Cheaper Notebook on December 22nd
Last week was relatively quiet for Intel (NASDAQ:INTC), both in terms of stock price movements and business developments. However the company did…
Microsoft is Cleaning up on Patent Licensing Fees, Might Have Lassoed Motorola on December 22nd
Microsoft (NASDAQ:MSFT) has entered patent licensing deals with almost every major Android device manufacturer, including Samsung, Quanta, HTC and others. Motorola…
SAP Partners with NetBase to Enter the Social Media Analytics Market on December 22nd
SAP (NYSE:SAP) has announced a partnership with cloud-based software maker NetBase, which will enable it to offer social media analytics capabilities, and…
Microsoft Launches SkyDrive App for iPhone and Windows Phone on December 22nd
Microsoft ‘s (NASDAQ:MSFT) SkyDrive is a personal cloud storage service, which competes with the likes of Dropbox, Amazon (NASDAQ:AMZN…
Uncertainty for ADP and Paychex Rises as Small Business Loans Fall on December 21st
The small business loans of $1 million or less have been falling in number for the past three years are having a damaging effect on…
Comcast Updates: Verizon Deal Brings Quadruple Play & Mobile TV on December 21st
Comcast’s (NASDAQ:CMCSA) has become a part of $3.6 billion deal with Verizon (NYSE:VZ) along with Time Warner Cable (…
RIM’s Takeover Talks Grow Stronger as Amazon, Microsoft Take Closer Look on December 21st
Research in Motion’s (NASDAQ:RIMM) stock has declined so much during the course of last year that it has once again become…
AT&T’s Spectrum Options Are Limited Without T-Mobile on December 21st
AT&T (NYSE:T) finally pulled out of their bid for T-Mobile on Monday, ending months of intense lobbying with regulatory and …
Will Amazon Kindle Light a Fire in Apple’s Tablet Strategy? on December 21st
It seems Apple (NASDAQ:AAPL) is coming under intense pressure from the runaway success of Amazon’s (NASDAQ:AMZN) Kindle Fire tablet…
With AT&T Deal Dead, What Are T-Mobile’s Options? on December 21st
After AT&T (NYSE:T) finally pulled its bid for T-Mobile on Monday as a result of regulatory concerns related to the market…
Risk Factors for Zynga’s $10.25 Stock Value on December 21st
Zynga (NASDAQ:ZNGA) is the largest social gaming company in the world and competes with players like Electronic Arts (NASDAQ:ERTS) and Playdom…
Verizon Snaps up Cox Spectrum, Lapping AT&T in LTE Rollout on December 21st
Verizon (NYSE:VZ) continues to add to its Christmas shopping list with another announcement that it has entered into an agreement with cable operator…
New Credit Line To Fund Shutterfly Growth, $40 Fair Value on December 20th
The holiday season, at least to date, has been a great one for retailers both online and brick and mortar. This has been …
Sprint Targets Burgeoning Teen Market with Parents Playing Big Brother on December 20th
The teen market, consisting of those in the 12 to 17 year age group, is plugged into cellular devices and plans to a much…
Android Bugs Don’t Stop Sales from Flying on December 20th
Continuing security problems with the Google (NASDAQ:GOOG) Android mobile operating system (OS) has not dampened enthusiasm for the ubiquitous OS, much …
SanDisk (SNDK) Taking Advantage of Smartphone Growth, Gives Thanks to Apple on December 20th
Flash drive maker SanDisk Corporation (NASDAQ:SNDK) has continued to thrive as it takes advantage of the growing market for flash memory cards for…
HP is Hot Under the Collar That LaserJets Could Burst Into Flames on December 20th
HP (NYSE:HPQ) LaserJet printers can be remotely hacked and set on fire, according to Columbia University researchers. While bad news for HP…
Netflix Updates: Rolls on with Content Deals, Market Ignores Verzion Takeout Noise on December 20th
Netflix’s (NASDAQ:NFLX) stock rose by about 10% last week before falling lower, driven by rumors about potential acquisition by Verizon …
Cisco’s Cloud Efforts Carry Stock to $21, Leads Data Center Infrastructure Market on December 20th
Cisco (NASDAQ:CSCO) ousted HP (NYSE:HPQ) to become the leader in the global data center infrastructure market, according to a recent …
DRAM Spot Prices Improve as Micron Recovers to $5.74 Fair Value on December 20th
Micron Technology (NASDAQ:MU) stock ended last week at $5.55 and is inching closer to our estimate of $5.74. Recently, the stock price…
Salesforce.com Enters Human Capital Management Market with Rypple Deal on December 20th
Salesforce.com (NYSE:CRM) has announced the acquisition of Rypple, a cloud-based social performance management software maker. Rypple’s software enables employees to…
Pandora’s Downside Scenarios to $9.50 Stock Value on December 19th
Pandora Media (NYSE:P) is the leader in Internet radio in the U.S. and stands out in its ability to offer a unique …
AT&T Could Partner with Dish for Needed Spectrum if T-Mobile Deal Fails on December 19th
AT&T (NYSE:T) may have shelved its plans of selling off a part of T-Mobile’s assets as a way of…
Verizon Would Have a Tough Time Acquiring Netflix on December 19th
Recently, rumors around a potential acquisition of Netflix (NASDAQ:NFLX) by Verizon (NYSE:VZ) have surfaced. This isn’t something new…
Netflix’s Revised $126 Estimate, U.S. Streaming is 60% of Value on December 19th
In light of Netflix’s recent pricing changes, we have updated our pricing model based on newly released information to understand how different …
Oracle Earnings Preview: What We’re Watching on December 19th
Oracle (NASDAQ:ORCL) will report its Q2 FY12 earnings on December 20. Oracle has reported a steady increase in revenue in the last …
Weekly Tech Notes: Zynga, Microsoft & Adobe on December 19th
The past week was a very exciting one for most tech stocks, including Zynga (NASDAQ:ZNGA), Microsoft (NASDAQ:MSFT) and Adobe (…
AMD Updates to $8.50 Fair Value: Thai Floods Could Hit Supply, Open to ARM Architecture on December 19th
AMD’s (NYSE:AMD) stock has taken a slight dip as Intel (NYSE:INTC) cut its forecasts for Q4 citing supply issues…
Perfect World’s Challenges to $21: Attracting New Gamers & Managing Expenses on December 19th
Perfect World (NASDAQ:PWRD) is one of the top online gaming companies in China where it competes with the likes of NetEase (NASDAQ:…
Microsoft Launches AnswerDesk, Wanna Be “Genius Bar” for PCs on December 19th
Microsoft (NASDAQ:MSFT), which leads the operating system and office software market, with Windows OS and Office, respectively, has launched a new…
Does OpenTable Really Have to Worry About Google? on December 19th
For more than a month OpenTable’s (NASDAQ:OPEN) stock has remained below $40 levels. Goldman Sachs (NYSE:GS) recently initiated …
Trefis Week in Review on December 17th
The Week in Review Below is a summary of the activity on Trefis during the past week that we thought you would find interesting. …
Financial Services
Forlorn U.S. Banks Feel Some Love from the Economy on December 23rd
Banks rallied on Thursday after encouraging economic indicators improved investor sentiment, as unemployment continues to improve and consumer confidence is at the highest level …
Financials Weekly Notes: RBS, Wells Fargo & Morgan Stanley on December 23rd
This has been a good week for banking stocks with shares of all banks making up for the notable decline over trading on Monday. …
U.S. Bancorp Relieves BoA of Card Loan Portfolio on December 23rd
U.S. Bancorp (NYSE:USB) has agreed to buy a credit-card portfolio worth nearly $700 million from Bank of America (NYSE:BAC). The…
Credit Suisse’s Growth Ambitions Extend to Japan & Vietnam on December 23rd
Credit Suisse (NYSE:CS) seems to have worked out its options properly over the last 2 months, since it was instructed by Swiss …
PRU Completes Third Major Longevity Reinsurance Transaction on December 23rd
Prudential Financial (NYSE:PRU) recently announced the successful completion of a key longevity reinsurance transaction with Deutsche Bank (NYSE:DB). The deal …
ICB Directives to Stunt RBS’ Growth, Could Lead to Citizens Sale on December 23rd
The British government made it clear to the Royal Bank of Scotland (RBS) Group (NYSE:RBS) that they are the ones calling the…
Blood in The Street: Finding Value in Bank Stocks on December 22nd
Banks such as JPMorgan (NYSE:JPM) and BNY Mellon (NYSE:BK) have been bludgeoned by a financial crisis, recession and the threat …
U.K. Will Split Retail and Investment Banking by 2015 on December 22nd
The British government has given its approval to the ICB’s recommendations and targets to have the ICB legislation in place by 2015. …
Wells Fargo’s on a Shopping Spree, Picks up Burdale from Bank of Ireland on December 22nd
Wells Fargo (NYSE:WFC) announced its decision to acquire Burdale Financial Holdings Limited (Burdale) along with an almost $1 billion loan portfolio of…
AmEx Looks to Serve Up $51 with Online, Digital Growth on December 22nd
American Express (NYSE:AXP) has undertaken several initiatives to expand its customer base, and this is also reflected in rise in total loans …
BlackRock’s an Overlooked Gem, Fair Value $195 on December 21st
BlackRock (NYSE:BLK) is a silent giant of the finance industry with its hands in a lot of different pots. With annual revenue …
Visa Survey: Spending Surge Expected in Next Few Days on December 21st
A recent survey by Visa (NYSE:V) suggested that about 77% of the consumers had not finished their holiday shopping and still need to…
Prudential Updates: Finding $53 Amid Weak Market, Fitch Affirms Ratings on December 21st
Reflecting Prudential’s (NYSE:PRU) improved earnings, above average financial flexibility and the management’s efforts to reduce risk associated with …
MetLife, Other Insurers See Growth in Annuities Amid Market Volatility on December 21st
Annuity sales in the U.S. have been growing at a rapid pace given the growing needs among retirees and individuals looking for investment options …
Schwab Still a $16 Stock Despite Trading Slowdown on December 21st
Charles Schwab Corporation (NYSE:SCHW) reported a decline in trading in its latest monthly activity reports. The daily average trades were down 15% …
State Street’s Headed to $46, Forfeits Primary Dealer Status in Europe on Volcker Rule Concerns on December 21st
State Street Corporation (NYSE:STT) has quit as a primary dealer for the U.K. and German governments’ debt issues, citing regulatory concerns,…
Morgan Stanley Cuts Weight by Trimming Jobs, $21 Fair Value on December 21st
Morgan Stanley (NYSE:MS) has decided to cut around 1,600 jobs globally as it tries to control its operating costs at a time when…
Deutsche Bank Update: Shares Jump on German Sentiment, $48 Fair Value on December 21st
Deutsche Bank (NYSE:DB) saw its shares gain nearly 8% over trading yesterday when investors saw the prospects for the largest German bank in…
Bank of America Updates: EU Noise Brings Big Volatility, But $9 Fair Value Remains on December 21st
Bank of America’s (NYSE:BAC) shares closed at $5.17 yesterday after setting a new 52-week low of $4.92 over trading on…
UBS Jumps on Chi-X Bandwagon to Kill the Legacy Exchanges on December 20th
Following in the footsteps of Goldman Sachs (NYSE:GS), Bank of America Merrill Lynch (NYSE:BAC) and Morgan Stanley (NYSE:MS),…
Capital One Updates: Ponies up More for Lobbyists While ING Direct Deal is Pending on December 20th
Capital One (NYSE:COF) spent around $330,000 in the third quarter this year on lobbying the federal government for the development of the Consumer…
Visa and Mastercard Challenged on Several Fronts on December 20th
Visa (NYSE:V) has recently unveiled its new digital wallet service, branded V.me . Similar to PayPal, the new service was aimed to…
Wells Fargo Expands Asset Mgmt Offering, 20% of Stock Value on December 20th
Wells Fargo (NYSE:WFC) is set to add EverKey Global Partners to its list of boutique investment offerings for institutional clients by the end…
Avalon’s MarketWeek – Checking it Twice on December 19th
“He’s going to find out who’s naughty or nice.” – Coots-Gillespie, Santa Claus Is Coming to Town It was the…
Citi’s Layoffs Won’t Save on Costs for Years on December 19th
Early this month, Citigroup (NYSE:C) CEO Vikram Pandit announced that the global banking group would eliminate as many as 4,500 positions across …
Fitch Upgrades BNY Mellon’s Support Ratings on Strategic Value of Bank on December 19th
BNY Mellon’s (NYSE:BK) shares got a boost last Friday when the bank was featured on a list published by Fitch Ratings…
E*Trade Seeks Ways to Expand Asset-Base as Trading Slumps on December 19th
E*Trade Financial Corporation (NASDAQ:ETFC) has revealed plans to revamp its marketing efforts to alter its image from just a discount broker for…
Hartford Heads to $19 with Accenture Riding Shotgun on December 19th
The Hartford Financial Services Group (NYSE:HIG) recently signed a multi-year consultancy and outsourcing agreement with Accenture (NYSE:ACN) in an effort to…
Lower Gas Demand Could Hit MasterCard’s Gross Dollar Volumes on December 19th
According to MasterCard (NYSE:MA), the gasoline demand in the U.S. declined by 3.4% during the week December 5-9, the biggest …
NYSE Opens Liquidity Center In Tokyo, Targets $1 Billion in Technology Solutions Revenues on December 19th
Acknowledging the growth potential in the Asian market, NYSE Euronext (NYSE:NYX) recently opened a liquidity center in Tokyo to better link traders …
Deutsche Bank Worth $48 Despite Eurozone Exposure on December 19th
Deutsche Bank (NYSE:DB) has certainly had an eventful few months with the European debt crisis threatening to impact even the larger Eurozone economies…
Consumer
Customers Lovin’ the Free Bytes at McDonald’s on December 23rd
It looks like McDonald’s (NYSE:MCD) move to introduce Wi-Fi is paying off, especially in the UK, as more customers are…
Coke Brings Juice to Africa Supporting Local Farmers on December 23rd
Coca Cola Co (NYSE:KO) is stepping up its presence in the African continent by introducing Minute Maid in Tanzania. Last month, the…
Abercrombie Holding Gains This Week, $64 Fair Value on December 22nd
Abercrombie & Fitch’s (NYSE:ANF) stock gained earlier this week after a report by Barclays that puts it as one of…
Golden Arches Return 30% YTD, More Difficult Next Year on December 22nd
McDonald’s (NYSE:MCD) has climbed around 30% this year from $72 at the start of the year to the current market price…
The Holiday Spirit Travels Online For Teen Apparel Retailers on December 22nd
Online shoppers are bringing cheer to teen apparel stocks this holiday season. According to a recent report from comScore, holiday online shopping has increased…
Pepsi’s Marketing Push Can be the X Factor to Reach $71 on December 22nd
PepsiCo (NYSE:PEP) is focused on reinvigorating its portfolio of core brands. The core brands include its traditional beverage brands as well as …
GameStop’s Growth Challenged by Rising Digital Downloads on December 21st
As video gaming industry is changing its landscape from retail to digital, the demarcating line between developers and retailers is fast diminishing. Leading American…
Is Gap’s Brand Stuck in No Man’s Land for Customer Appeal? on December 21st
Gap Inc . (NYSE:GPS) is struggling due to lackluster sales thus far in the holiday season. The retailer is hoping for a …
Kraft May See Some Margin Relief if Commodity Prices Soften on December 21st
Kraft (NYSE:KFT), the world’s second-largest food company after Nestle (OTC:NSRGY), may see pressure on its profit margins ease…
Ann Uses Student Models, Facebook to Tap Younger Market on December 21st
Women’s apparel retailer Ann Inc. (NYSE:ANN) has kick-started ”Style for Students” campaign in order to revamp Ann …
Altria Buoys Profits, $31 Fair Value by Hiking Prices on Falling Volumes on December 21st
Altria Group ‘s (NYSE:MO) subsidiary, Philip Morris USA, has increased the prices of its cigarette brands for the second time …
Pepsi Stock Primed for $71, Expands in Emerging Markets with Diverse Portfolio and Adaptability on December 21st
PepsiCo ‘s (NYSE:PEP) diverse portfolio ranging from sodas and snacks to juices, combined with its ability to innovate and launch products…
Abercrombie, Gap Have the Lead on Facebook Engagement Among Teen Apparel Companies on December 21st
If 2011 was all about the emergence of e-commerce and m-commerce (m for mobile) in the apparel industry, we could call 2012 the …
American Eagle: The Future of Aerie and 77kids on December 21st
American Eagle Outfitters (NYSE:AEO), the popular teen and young adult apparel retailer, has certainly not had it easy. Competing with other …
Toyota Parries its Way to $76 as Nature Deals Repeated Blows This Year on December 20th
After assessing the impact of Thailand floods on its operations, Toyota (NYSE:TM) recently lowered its expected profits for this fiscal year (ending…
Rite Aid Summary: New Load2Card Should Help Boost Wellness+ Goals on December 20th
Rite Aid (NYSE:RAD) recently introduced a new coupon management program Load2Card to improve its successful Wellness+ loyalty program. The Wellness Plus loyalty…
EA Gains as Hit Games Drive Holiday Sales on December 20th
Strong holiday sales and bullish forecasts for the gaming market may give an upside lift to Electronic Arts (NASDAQ:EA), which competes with …
Lower Unemployment Might Mean Higher Revenue for Wal-Mart, Costco & Others on December 20th
Higher unemployment hurts just about everyone in a consumer-driven economy, and the lack of jobs in the United States has been a challenge for …
Limited Gets a Lift from Victoria’s Secret Facebook Campaign This Holiday Season on December 20th
Limited Brands’ (NYSE:LTD) holidays 2011 campaign is gaining handsomely from some smart Facebook promotions of its most well known brand Victoria&…
Wal-Mart Opts for Pop-up Stores to Promote Its Online Portal on December 20th
Wal-Mart (NYSE:WMT) has opened two pop-up stores in California to promote its Walmart.com brand. These stores are a temporary arrangement and are …
Kraft’s Sampling Machines a Nice Form of Advertising, Market Research on December 20th
Kraft Foods (NYSE:KFT) has taken a step further in its marketing efforts by rolling out its much-awaited sampling machine in Chicago. The …
GameStop Runs Heavy Promotions To Boost Holiday Sales on December 20th
Video gaming retailer GameStop (NYSE:GME) is running deep promotions linked with its PowerUp Rewards program to boost holiday sales. Its latest offering …
Daimler’s Benz Sales in China to Suffer from US-China Trade Spat on December 20th
Daimler AG ‘s (NYSE:DAI) luxury car brand, Mercedes-Benz, recorded its best monthly sales ever in China in November, up 24…
Coca Cola Inks Deal to Guzzle up Middle East & Africa Growth on December 19th
The Coca Cola Company (NYSE:KO) agreed to buy 50% equity of Aujan Industries in a deal worth $980 million. The deal also …
Kraft Changes Marketing Strategy for Philadelphia Cream Cheese on December 19th
Kraft Foods (NYSE:KFT) has revived the growth of it’s Philadelphia Cream Cheese brand by marketing as a recipe ingredient. The …
Middle East Helps Drive Baskin-Robbins to $29 on December 19th
Baskin-Robbins’s strong international presence in strategically key locations can bolster Dunkin’ Brands (NASDAQ:DNKN) stock to $29. In addition to…
RadioShack Finds New Lows Amid Ratings Downgrades on December 19th
RadioShack’s (NYSE:RSH) stock price touched a 52-week low last Tuesday, December 13, dropping to $10.39. The stock has …
L’Oreal $23 Fair Value, Expands in Africa to Reach 1 Billion Customers Target on December 19th
With a target of reaching one billion customers in the next 10-15 years, L’Oreal (PINK:LRLCY) is expanding its presence in …
Yes Best Buy’s Margins Got Smoked But Still Worth $34 on December 18th
Best Buy (NYSE:BBY) reported a sharp decline of roughly 30% in its net profits this quarter as compared to the same period last…
NIKE Quarterly Earnings Preview on December 18th
NIKE, Inc. (NYSE:NKE) is expected to report earnings for last fiscal quarter after the closing bell on December 20, 2011. NKE…
Industrials & Transportation
American Gets into Fighting Shape in Bankruptcy: Shakes Up Management, Cuts Leases on December 23rd
The ball seems to be rolling at American Airlines (NYSE:AMR) as the airline looks to shake up management to get its house in…
10 Best Stocks for 2012 on December 23rd
Wondering what the best stocks to buy for next year are? Well, look no further than the 10 Best Stocks for 2012 . This…
3M New Coverage: $97 Price Estimate, Industrial Giant Poised for Growth on December 23rd
3M (NYSE:MMM) is consistently billed as one of the world’s most innovative companies, despite being over 100 years old. The…
RIG Heads to $70 as Norway Becomes More Deepwater Dependent on December 22nd
Statistics Norway forecasts that 2012 will be a huge year for investment spending in the Norwegian oil and gas industry. Total investments in 2012,…
Caterpillar Updates: Bulldozes Towards $100 on Emerging Markets Growth on December 21st
In the recently held Bank of America Merrill Lynch 2011 Industrials Conference, Caterpillar (NYSE:CAT) indicated that it expects its 2012 revenues to …
Norfolk Southern $91 Fair Value: Freight Carriers Gain from Strong Holiday Spending on December 20th
The Association of American Railroads (AAR) continued to report gains in rail traffic in its November monthly report. As holiday shopping season is …
Final Hurdle in Sight for United’s Merger Target, $26 Stock Value on December 20th
United Continental Holdings (NYSE:UAL), created in 2010 after the merger of United Airlines and Continental Airlines, has been granted a single operating…
As BP Blame Game Subsides, Halliburton Heads to $54 on December 20th
Oilfield-services multinational Halliburton Co. (NYSE:HAL) has been accused by energy giant BP (NYSE:BP) of intentionally destroying evidence to conceal its …
Caterpillar’s Worth $100, Spinoff of Logistics Business Won’t Move Needle in Near Term on December 20th
Caterpillar (NYSE:CAT) started a third party logistics unit, a part of Caterpillar Logistics Services, to ship products to customers around the world…
Alaska Air Updates: November Traffic Gains, Horizon Air Capacity Curbed on December 20th
Investors at Alaska Air Group (NYSE:ALK) have had a pleasant December so far as the stock has managed to outperform the broader market…
KMP Updates: Expands Condensate Processing Facilities on Expected Demand on December 19th
Kinder Morgan Energy Partners (NYSE:KMP) has announced further investment of $130 million for building a petroleum condensate processing facility on the Houston Ship…
United Updates: $26 Fair Value Helped by Domestic Capacity Cuts & Int’l Expansion on December 19th
The stock of United Continental Holdings (NYSE:UAL) has gained about 18% since the start of this month as the sector exhibited strength following…
Transocean Hopes to Avoid Brazil Penalties for Spill Involvement on December 19th
Brazilian prosecutors are pushing for a ban on rig operator Transocean (NYSE:RIG) in response to the deepwater spill near the Frade fields off…
Energy
Duke Maintains Focus on Renewables, Acquires Another Project on December 23rd
Duke Energy’s (NYSE:DUK) joint venture with American Transmission Company, Duke – American Transmission Co. (DATC), has recently …
Chevron, Anadarko Ready for a Frack Party in Ohio on December 22nd
Oil majors such as Chevron (NYSE:CVX) and other independent shale exploration players such as Anadarko (NYSE:APC) are looking at the Utica…
All Duke Wants for Christmas is a Progress Deal on December 22nd
Last week, the Federal Energy Regulatory Commission (FERC) rejected Duke Energy (NYSE:DUK) and Progress Energy’s merger proposal reasoning that …
BP Wins First Leases in the Gulf Since Spill on December 22nd
British major BP (NYSE:BP) kick started its plan to resume exploration in the U.S. Gulf of Mexico by winning 11 tracts in …
Arab Spring Drives Up Oil Prices on December 21st
The United Arab Emirates’ oil minister, Mohammed Al Hamli. recently defined a “reasonable” price for as oil as between …
Duke Updates: Purchases Solar Projects in Renewables Push on December 21st
Duke Energy (NYSE:DUK) recently purchased two solar projects with a total generation capacity of 20MW from Recurrent Energy, a subsidiary of Sharp …
Alpha Still Paying for Massey’s Mess Following Acquisition on December 21st
Alpha Natural Resources (NYSE:ANR) continues to pay for Massey’s mistakes following its acquisition. Previously, Alpha agreed to pay $200 million…
Exxon Complicates US-Iraq Politics if it Pursues Mega Deal in Kurdistan on December 20th
U.S. based oil major Exxon Mobil (NYSE:XOM) may be looking to acquire Kurdistan focused Gulf Keystone Petroleum, according to the British newspaper…
Anadarko Rides Natural Gas Liquids Boom to $88 on December 19th
Natural gas liquids produced alongside shale gas are resulting in a cheap source for natural gas liquids that can be used as raw material for…
First Solar’s Volatility Makes Options Attractive on December 19th
To illustrate the magnitude of possible returns, look no further than the options market. An article exclusively published last Monday on Seeking Alpha called…
Exxon, Oil Majors Navigate Politics & Security Challenges of Iraq on December 19th
Exxon Mobil (NYSE:XOM) is readying for new challenges in Iraq as the U.S. troops complete their withdraw from Iraq. Oil majors operating…
Basic Materials
Emerging Markets Will Shine in 2012 on December 23rd
Perhaps it is my surroundings, but I have emerging markets on my mind this morning. I’m writing this article from, of all …
Freeport Update: Workers Return to Grasberg After Strike on December 23rd
Freeport McMoran (NYSE:FCX) has started ramping up milling operations at its Grasberg mine in Indonesia. The workers are expected to return to …
Arcelor Mittal Updates: Kumba Gets Sischen Iron Ruling in Favor on December 22nd
ArcelorMittal (NYSE:MT) has gained an important edge over Kumba in a pending iron ore supply agreement after North Gauteng High Court passed a…
Rio Wins Stake Fight Against Ivanhoe, Clears Path for Oyu Tolgoi Copper Mine on December 22nd
Rio Tinto (NYSE:RIO) has won the arbitration in the stake fight against the Vancouver-based Ivanhoe Mines, in which Rio Tinto currently holds …
Freeport Updates: Production to Resume at Grasberg, Upside Capped at $41.50 on December 21st
The longest running labor strike at Freeport McMoran ‘s (NYSE:FCX) Grasberg copper and gold mine in Indonesia may end soon as …
Rio Tinto & Chinalco Ready for Chinese Led Copper Recovery on December 20th
U.K. mining giant Rio Tinto (NYSE:RIO) looks ready for a recovery in copper prices given its joint venture with Chinese state-owned mining …
Dow Heads to $38: Forms JV to Target Emerging Markets Growth on December 20th
Dow Chemical Co. (NYSE:DOW), the largest U.S. chemical maker, is forming a joint venture, Sadara Chemical Co., with state-owned …
U.S. Steel Updates: Hamilton Production Continues, Upside Capped for Now on December 20th
U.S. Steel (NYSE:X) has agreed to continue its operations in Canada at least till 2015, after its plea for quashing the charges…
U.S. Steel Should be at $24 Given Slowdown and Production Headaches on December 19th
U.S. Steel (NYSE:X) is trying hard to strike a balance between the labor unions, production numbers and the ailing profitability of the…
Newmont Releases New Environmental Details on Conga Project on December 19th
Newmont Mining (NYSE:NEM) will suspend the development operations at the Conga mine to calm down protests in the region over the potential environmental…
Health Care
Merck Spending Too Much on R & D on December 23rd
I was recently surprised by my own indifferent response to a couple of recent pharmaceutical industry news reports that should have been shocking, if …
Merck New Coverage at $42: Enduring Value in Big Pharma on December 22nd
Merck (NYSE:MRK) is currently the world’s second-largest pharmaceutical company. The company is a global health care provider that delivers innovative …
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