Trefis Week in Review: 21 January 2012

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 consensus of member analysis compared toTrefis staff analysis and blogging opportunities for members.

Click on graphic for larger image and go to Trefis for interactive page.

Media, Telecom

Chinese Telcos Get Fat Margins Selling Cheaper Smartphones on January 20th

The Chinese telecom industry appears to be trending toward selling cheaper smartphones and actively promoting sales as opposed to higher-priced phones from Apple (NASDAQ:…

Nokia’s Earnings Preview: Can Lumia Light Up Growth? on January 20th

Come January 26th all eyes will be on Nokia (NYSE:NOK) as the company releases its earnings for Q4 FY2011. The world’…

Dish Network Updates: Open To Acquisition, Launching Broadband on January 20th

In the past couple of weeks and during the Consumer Electronics Show, Dish Network (NASDAQ:DISH) made some notable announcements. Out of these…

Kindle Fire Lifetime Value Should Give Investors Cheer Heading into Q4 Results on January 20th

While Amazon’s (NASDAQ:AMZN) dangerously low margins are a source of concern in the upcoming full year 2011 results, a recent …

Weekly Tech Review: Microsoft, SAP and Oracle on January 20th

This week was a very eventful one with several technology companies like Microsoft (NASDAQ:MSFT) geared up to announce their quarterly earnings. We …

Cree’s Results Show it Making the Best of a Tough LED Market on January 20th

Cree, Inc . (NASDAQ:CREE), a market leader in LED lighting, released earnings earlier this week that showed solid top line growth …

Apple Passes RIM in Corporate Market as iPhone Love Spreads to Work on January 20th

Corporates were once considered to be Research in Motion’s (NASDAQ:RIMM) forte. Even though RIM continued to lose its presence in …

Texas Instruments Preview: What We’re Watching Monday on January 20th

Texas Instruments (NYSE:TXN) is expected to report earnings for last fiscal quarter after the close on January 23. Texas Instruments is a …

Motorola Solutions Earnings Preview: What We’re Watching Next Week on January 20th

Motorola Solutions (NYSE:MSI) is scheduled to announce its Q4 FY11 results January 25. During the earnings call, we will be closely watching…

Microsoft’s Server and Xbox Sales Offset Slowing Windows, $32 Fair Value Unchanged on January 20th

Microsoft (NASDAQ:MSFT) has announced its earnings for Q2 FY12. It reported its best quarter yet, with quarterly revenue of $20.89 billion, …

Time Warner Cable Preview: What’s on Deck Next Week on January 20th

Time Warner Cable (NYSE:TWC) will be announcing its Q4 and full year 2011 results on upcoming Thursday, Jan 26 2012. The company…

iPhone 4S Could Have Big Impact on Apple’s Earnings on January 20th

If the data around iPhone 4S is to be believed, the indications are that its sales is all set to surprise during the upcoming …

Looking Ahead to AMD’s Results After Intel’s on January 19th

AMD (NYSE:AMD) will be releasing its Q4 and full year 2011 results on upcoming Tuesday, Jan 24. Like its rival Intel (…

Siri Leads Voice Recognition Renaissance, Google and Bing Take Notice on January 19th

Speech recognition has long since promised a lot but delivered very little so far. The technology has been available in some form or another …

Dish Shows Big Gains in 2011 But Needs Sub Gains, Wireless Deals for Next Leg Up on January 19th

Dish Network’s (NASDAQ:DISH) stock has gained about 50% since beginning of 2011. The primary reason behind the company’s …

Apple Earnings Preview: What We’re Watching on January 19th

Apple (NASDAQ:AAPL) is set to announce its Q1 FY2012 results on January 24 after the market close. We expect Apple to have …

Motorola Mobility Preview: What We’re Watching Next Week on January 19th

Motorola Mobility (NASDAQ:MMI) is expected to announce its Q4 FY 2011 earnings January 26th. The company has set low expectations for the …

TripAdvisor Could Gain from Higher Natural Search Visibility on January 19th

Apart from paid search advertising, TripAdvisor (NASDAQ:TRIP) also relies natural search traffic to attract users. A recent study conducted by an independent…

AT&T Hikes Data Plan Prices as Usage Booms, $38 Fair Value on January 19th

As subscribers’ data usage continues to increase, wireless carriers are being forced to increase the pricing on their data plans. It started …

Qualcomm’s Got the Mobile Device Market Nailed with Catalysts Galore on January 19th

Qualcomm (NASDAQ:QCOM) is a leading developer and supplier of wireless products and services with a dominant position in the CDMA chipset market. …

Amazon Q4 Preview: Can the Fire Keep Burning in 2012? on January 19th

After beating holiday sales records with the Kindle Fire, Amazon (NASDAQ:AMZN) is undoubtedly expected to rake in hefty revenues in Q4 2011,…

Monster Q4 Preview: Difficult Year But Business Still Undervalued on January 19th

Monster (NYSE:MWW) saw a challenging year in 2011, as it battled a tough economy and hiring environment and as peers like LinkedIn …

Latest RIM Takeout Rumors Include Samsung, Heat on Management Rises on January 19th

Shares in Research in Motion (NASDAQ:RIMM) jumped by about 9% in Tuesday trading on renewed speculation that it is looking to sell off…

Netflix Earnings Should Confirm Recovery, $126 Fair Value on January 19th

Netflix (NASDAQ:NFLX) is going to announce its Q4 and full year 2011 results on Wednesday, January 25. As always, the earnings …

HANA & Mobile Sales Exceed Targets, SAP Reports Record Revenue in 2011 on January 19th

SAP (NYSE:SAP) is expected to report its Q4 2011 earnings on January 25. However, it has revealed some preliminary revenue and profit…

Verizon Q4 Preview: Juicy Data Revenues in Focus on January 19th

Verizon (NYSE:VZ) is expected to announce its FY 2011 Q4 earnings on January 24, and we will be keenly watching its smartphone …

Why Sirius, Nu Vitality Will Surge on January 18th

One of the most attractive picks for value investors looking for exposure to emerging high-growth companies with little downside is Nu Vitality Labs (NUVI)…

Activision Rolls Out Direct Downloads for Call of Duty: MW3 to Fire Up Sales on January 18th

Activision Blizzard (NASDAQ:ATVI) certainly knows how to market Call of Duty. Following the blockbuster sales of Call of Duty: Modern Warfare 3…

SAP Ramps Up Retailer ERP Offerings, Headed to $63 on January 18th

SAP (NYSE:SAP) is expanding on its portfolio for retail software ERP following its SAF Simulation, Analysis and Forecasting AG acquisition last year….

IBM Earnings Preview: What We’re Watching on Thursday on January 18th

IBM (NYSE:IBM), the world’s largest IT services and enterprise software firm, is set to release its Q4 2011 earnings on Thursday…

Intel Earnings Preview: What We’re Watching Thursday on January 18th

Intel (NASDAQ:INTC) will release its Q4 2011 and full-year results on Thursday, Jan 19th. The company’s first three quarters were…

Jerry Yang’s Exit Shows Signs of Progress for Yahoo’s Board on January 18th

Yahoo (NASDAQ:YHOO) co-founder Jerry Yang’s exit from the company may just be the beginning of a long-anticipated overhaul of Yahoo’…

Buy Intel: A Stock For All Seasons on January 18th

In an increas­ingly chal­leng­ing mar­ket, Intel (NASDAQ:INTC) is one of the safest invest­ments with com­pelling upside poten­tial. That’s right, investors …

F5 Pre-Earnings Wednesday: What We’re Watching on January 18th

F5 Networks, Inc . (NASDAQ:FFIV) will announce its 1Q12 earnings on Wednesday afternoon. F5 Networks, Inc. ( NASDAQ:FFIV ) is…

Zynga’s Hidden Chronicles is the Fastest Growing Facebook Game This Week on January 18th

Zynga (NASDAQ:ZNGA) recently launched a new Facebook game, Hidden Chronicles, which requires players to solve puzzles using complex maps with their friends…

Time Warner Updates: Weak DVD Sales Drag on Robust Outlook on January 18th

Time Warner (NYSE:TWX) recently announced that it witnessed a weak Q4 of 2011 in terms of its home entertainment business which primarily consists…

Microsoft Announces Skype for Windows Phone, Earnings On Deck on January 18th

Skype, which is now owned by Microsoft (NASDAQ:MSFT), is present on all major mobile platforms including Google ‘s (NASDAQ:GOOG…

The Next iPad Could Get 4G LTE Before the iPhone on January 18th

We expect Apple’s iPad 3 will have a sharper resolution along the lines of “retina display” on the iPhone and a faster…

SAP Buys Datango to Dominate Education Software Market on January 18th

SAP (NYSE:SAP) has acquired Datango, a German company which specializes in workforce performance support software. Datango primarily provides content development, workforce …

Yahoo’s Yang Steps Down, All Eyes on Earnings Announcement Next Week on January 18th

Yahoo (NASDAQ:YHOO) is full of surprises as co-founder Jerry Yang said he is stepping down from Yahoo’s board in addition to…

Microsoft Earnings Preview: What We’re Watching This Week on January 18th

Microsoft (NASDAQ:MSFT) is set to announce its earnings for Q2 FY12 later this week. We currently have a $32 Trefis price estimate …

China Telecom Readies for iPhone Frenzy as Demand Boils on January 17th

China Telecom’s (NYSE:CHA) long wait for Apple (NYSE:AAPL) iPhone could soon end as Chinese regulators approved Apple’s application for…

Symantec Acquires LiveOffice to Bolster Enterprise Security Offering on January 17th

Symantec (NASDAQ:SYMC) announced that it has acquired LiveOffice, a cloud-based enterprise email archiving company, for $115 million. LiveOffice is a leading …

Motorola Deals Apple a Small Setback With ITC Ruling on January 17th

Apple’s (NASDAQ:AAPL) battle against Google’s (NASDAQ:GOOG) Android platform was dealt with a blow as U.S. International Trade Commission …

RIM Playbook OS 2.0 Still No Game Changer on January 17th

At the Consumer Electronics Show (CES) held in Las Vegas last week, Research in Motion (NASDAQ:RIMM) previewed the “2.0″ version …

Zynga’s Next Billion Dollar Opportunity: Online Gambling on January 17th

Zynga (NASDAQ:ZNGA) continues to dominate the social gaming space and has made significant inroads in mobile gaming, but its stock performance has …

Adobe Revises Creative Suite Upgrade Policy After Getting Earful on January 17th

Adobe (NASDAQ:ADBE) recently faced a significant backlash from users of the Creative Suite, after it announced that it would be offering the …

Home Video Market Data Show That Convenience and Price Are Key to a Winning Strategy on January 17th

While the overall home video market in the U.S. fell in 2011, certain trends emerged that demonstrate that it is not just the form…

DirecTV’s Resilience and Growth Underpin $53 Stock Value on January 17th

While the largest satellite pay-TV service provider in the U.S., DirecTV (NASDAQ:DTV), had a good last year in terms of business …

Dish Digs in Heels on DVD Rental Window, Shows Confidence in Strategy on January 17th

Dish Network (NASDAQ:DISH) acquired Blockbuster in 2011 when the latter filed for bankruptcy. The idea was to tap into lucrative video rental …

Oracle Counters SAP’s HANA with Exalytics and TimesTen In-Memory Database on January 17th

Oracle (NASDAQ:ORCL) announced an upgrade to its TimesTen in-memory database, which will power its upcoming Exalytics in-memory computing appliance. With its new…

Microsoft Dominates Video Game Spending in 2011 with Xbox on January 17th

Microsoft (NASDAQ:MSFT) entered the gaming console market rather late with the Xbox but has managed to gain significant market share thanks to the…

Bing’s Market Share Squeaks Higher, Google Still the Gorilla of Search on January 17th

Microsoft (NASDAQ:MSFT) has been spending loads of cash to prop up Bing and expand its search engine market share. It has a …

Groupon’s Stock Should be $13, Held Up More by Optimism Than Fundamentals on January 17th

Groupon’s (NASDAQ:GRPN) journey to going public has been bumpy to say the least. After a slew of PR mishaps, some…

Apple Mac Growth Strong Despite Dull PC Market on January 17th

The U.S. PC market declined for the first time in a decade last year hurt by a soft economy, supply shortages and the popularity…

RIM Rises on Takeover Talk of Goldman as Advisor on January 16th

The rumors around Research in Motion (NASDAQ:RIMM) as a takeover target keep getting stronger by the day. RIM’s stock was …

Netflix Updates: Stock Gains Momentum Ahead of Earnings on January 16th

Netflix’s (NASDAQ:NFLX) stock continued its climb last week when it gained upon market entry in U.K. and comments from certain …

A Decline in Q4 PC Shipments Could Hurt Microsoft’s Windows Results on January 16th

Microsoft (NASDAQ:MSFT) is expected to announce its earnings for Q2 FY12 on January 19. Just ahead of its earnings release, Microsoft stated…

Lower Video Game Sales Weigh on EA, Activision on January 16th

Gaming stocks such as Electronic Arts (NASDAQ:EA), Activision Blizzard (NASDAQ:ATVI) and GameStop (NYSE:GME) plunged after the disclosure by …

Apple Confirms Anibot Acquisition, Will Help Save on Supply Costs on January 16th

Apple (NASDAQ:AAPL) confirmed that it has acquired Israel-based technology startup, Anobit Technologies, putting to rest rumors that started about a month back…

Consumer

CVS Gains from Walgreen, Express Scripts Break Up on January 20th

CVS Caremark (NYSE:CVS) is expecting significant upside as a result of the Walgreen and Express Scripts break last year. With strong overlap …

Starbucks Earning Preview: What We Are Watching on January 20th

Starbucks (NASDAQ:SBUX) will announce its Q1 earnings January 26. It has altered its reporting format and will be reporting results separately for …

Abercrombie Brings in Big Blue to Crank Up Web Sales on January 20th

Abercrombie & Fitch (NYSE:ANF) has announced that it is working with IBM software to help the company transform its online business to…

Altria Earnings Preview: Cigarette Sales Slowing But Revenue Mix Improving on January 20th

Altria Group Inc (NYSE:MO) will announce its Q4 2011 earnings on January 26. Similar to Q3, revenues should see a slight decline…

MGM Eyes East Coast Expansion as Mass. Doles Out Licenses on January 20th

MGM Resorts International (NYSE:MGM) recently signed a deal to buy 150 remote acres in Brimfield, Massachusetts. MGM plans to develop an integrated…

Coach Earnings Preview: Trends We’re Watching on January 20th

As aspirational luxury retailer Coach (NYSE:COH) is scheduled to announce its Q2 fiscal 2012 results on January 24, analysts and investors will …

Green Mountain’s K-Cup Sales Brew Up $61 Stock Value on January 20th

Green Mountain Coffee Roasters (NASDAQ:GMCR) sells more than 200 varieties of K-Cup portion packs including brands of coffee, tea, hot apple cider…

Gap’s Stock Rallies After The Rehiring of Tracy Gardner on January 20th

Specialty retailer Gap Inc.’s (NYSE:GPS) stock gained handsomely after the announcement of rehiring of former executive Tracy Gardner as an …

Wal-Mart Highlights: Focus on Social Media and Technology This Year on January 20th

The past year gave us a new glimpse of Wal-Mart (NYSE:WMT), the world’s largest brick and mortar retailer. The company…

Kimberly-Clark Earnings Preview: What We’re Watching on January 19th

Kimberly-Clark (NYSE:KMB) will announce its annual earnings results on January 24. The company has been struggling with significant input cost inflation and …

Colgate-Palmolive Earnings: Watching Margins on Volume Growth on January 19th

Colgate-Palmolive (NYSE:CL), the market leader in oral care, will soon announce its annual earnings. Last quarter, it improved its sales volume…

Avon Products, Nu Vitality, Herbalife All “Strong Buys” on January 19th

From international expansion to targeting markets buoyed up by supportive inelastic demand, Nu Vitality Labs (PINK:NVUI) offers high upside with little downside….

Altria Wraps Up Banner Year as Smokeless, Higher Prices Light Up Growth on January 19th

Altria Group (NYSE:MO) had a pretty good 2011 which saw the stock gaining more than 20%. It was a fantastic year for …

Coach Readies for Luxury Spending Boost During Chinese New Year on January 19th

Aspirational luxury retailer Coach (NYSE:COH) may get a solid lift in sales as Chinese New Year, or Lunar New Year, nears. …

Zipcar Gets Serious About Europe, Appoints New Prez on January 19th

Zipcar (NYSE:ZIP) is getting very serious in its European foray. After completing the integration of Streetcar car club in London last year …

McDonald’s Q4 Preview: Global Growth in Focus Next Week on January 19th

McDonald’s (NYSE:MCD) will announce its Q4 2011 results on the 24th. After a strong Q3 performance, we expect the trend…

Lowe’s Brings More Digital Offerings with ‘Smart Home’ App on January 19th

Forgot to turn off your heating systems while leaving for office this morning? Not sure whether your security systems are on? Worry no more…

L’Oreal Adds to Anti-Ageing Line on Strong Global Demand for Skin Care Products on January 18th

L’Oreal (PINK:LRLCY) is going to launch a new range of anti-aging creams in 2012 starting with the European and the U.K. …

Macau Growth Story, Sour Grapes for MGM Resorts on January 18th

MGM Resorts International (NYSE:MGM) has a majority of its operations based in the U.S., particularly in Las Vegas. We consider this …

Home Depot Updates: Prepares For the Busy Spring Season on January 18th

The world’s largest home improvement retailer Home Depot (NYSE:HD) is warming up for the upcoming spring season, the busiest selling …

Walgreen Looks to Cut Fat in 2012 After Express Scripts Exit on January 17th

Walgreen (NYSE:WAG) is trying to minimize its losses following Express Scripts’ exit by cutting costs and expects to offset around 50% …

L’Oreal Update: Looks Like $23 with Plans to Sell More Lipstick Online on January 17th

L’Oréal USA, the New York-based subsidiary of L’Oreal (PINK:LRLCY), has signed a five-year agreement with PFSweb to develop and manage…

Unilever Strengthens Ice Cream Market Share With Ingman on January 17th

Unilever (NYSE:UL) has completed the acquisition of Ingman Ice Cream in Europe. The acquisition further strengthens Unilever’s competitive position in the …

Pepsi’s $71 Fair Value Driven by Snacks in EM & Soft Drinks Push on January 17th

Although PepsiCo (NYSE:PEP) is increasing its marketing spend to boost flagging soft drink sales, the stock’s true value is likely …

Walgreen Updates: Express Scripts & Weak Flu Season Weigh on Outlook on January 16th

Walgreen (NYSE:WAG) reported results that showed the impact of a mild flu season and lower prescriptions due to its contract expiration with Express…

Avon Update: Changing of the Guard Proves Difficult, Jung Could Impede Recovery on January 16th

Struggling with a poor recovery, worsening profitability, a disruptive ERP implementation in Brazil and an SEC investigation into corruption charges, Avon Products (NYSE…

Zipcar Targets Millennials as Car Ownership Becomes Less Attractive on January 16th

The “millennials” are Zipcar ‘s (NYSE:ZIP) most popular patrons. It recently conducted a study that revealed the segment…

Rite Aid’s Raised 2012 Outlook Supports $1.45 Value on January 16th

In Rite Aid’s (NYSE:RAD) recently third quarter results, the company posted its fourth consecutive quarter of comparable store sales growth …

Dunkin’ Eyes Expansion, Stock Heading to $29 on January 16th

Dunkin’ Brands (NYSE:DNKN) plans to double the number of outlets of its subsidiary Dunkin’ Donuts in the U.S. in …

Financial Services

European Banks Gain From Signs of Recovery in the Eurozone on January 20th

Bank stocks saw a healthy jump in their prices over trading on Thursday with a number of factors pointing towards an improvement in the overall…

Wells Fargo Gives Bank Stocks a Boost with Impressive Results on January 19th

Wells Fargo (NYSE:WFC) bucked industry trends and reported record quarterly net income of $4.1 billion Q4. The bank’s better-than-expected results …

BNY Mellon Worth $26 Despite Tough Q4 on January 19th

BNY Mellon (NYSE:BK) failed to meet analyst expectations with its Q4 2011 performance figures released on Wednesday with a one-time charge of $107…

Higher Defaults and Lower Delinquencies for Discover in December on January 19th

Discover Financial Services (NYSE:DFS) reported a rise in its defaults to $46.4 million or 3.15% of balances on an annualized basis in December…

Citi is Worth $35 Despite Disappointing Q4 on January 18th

Citigroup (NYSE:C) released disappointing results for the fourth quarter of 2011 on Tuesday, as evidenced by the fact that the bank’…

Sumitomo Mitsui Snaps up RBS Aviation as UK Bank Cuts Weight Fast on January 18th

RBS Group’s (NYSE:RBS) long drawn process of finalizing a buyer for its aircraft leasing business finally came to a close early…

AmEx Earnings: Holiday Spending Should Boost Results on January 17th

American Express (NYSE:AXP) will release its fourth quarter result on Thursday, 19 th January 2012. We expect higher online sales to boost…

Impact of Sovereign Downgrades on Bank Capital on January 17th

Friday’s eurozone downgrade news from Standard and Poor’s was largely expected . Going forward however these downgrades may impact bank capital…

Bank of America Q4 Earnings Preview: What We’re Watching Thursday on January 17th

Bank of America (NYSE:BAC) will announce its last quarter 2011 results on Thursday, January 19. With the quarter largely characterized by growing…

JPMorgan’s Q4 Earnings Point to Grim Earnings Season for Banks on January 17th

JPMorgan Chase (NYSE:JPM) announced its results for the last quarter of 2011 last Friday, bringing to a close a roller-coaster of a …

BlackRock Earnings Preview: Trends to Watch Thursday on January 17th

BlackRock (NYSE:BLK) will announce its Q4 earnings on Thursday, January 19 th, a day after competitors State Street (NYSE:STT) and…

Capital One Earnings Preview: What We’re Watching on January 17th

Capital One (NYSE:COF) is set to report its fourth quarter and financial year 2011 earnings on January 19, 2012. Last quarter, …

ING May Sell Asian Insurance Business, Prudential and Manulife Are Potential Buyers on January 17th

ING Groep has scrapped its plans to list its combined European and Asian insurance and investment operations as it believes that the choppy markets in…

Morgan Stanley Q4 Earnings Preview: What We’re Watching on January 17th

Morgan Stanley (NYSE:MS) may wish that January 19, the day it announces its Q4 results, goes by quickly. There’s …

S&P Waves the Downgrade Wand Again: Investors Not Amused on January 17th

Standard & Poor’s (S&P) captured the limelight again late last Friday with its decision to downgrade the sovereign ratings…

State Street Earnings Preview: Trends to Watch on January 17th

State Street (NYSE:STT) is set to report its fourth quarter and financial year 2011 earnings on 18 th January, 2012. Last quarter…

Schwab Earnings Preview: Slow Trading, Low Rates May Shring Q4 Revenues on January 17th

Charles Schwab (NYSE:SCHW) is reporting its Q4 results on 18 th January 2012, a day after its competitor Ameritrade (NYSE:AMTD) …

Energy

Safe Oil Spill Response: A Comparison Between Response Methods on January 19th

A COMPREHENSIVE COMPARISON BETWEEN OSE II, MECHANICAL METHODS AND CHEMICAL DISPERSANTS IN LAYMAN’S TERMS INTRODUCTION Oil Spill Eater II is the name …

Duke Closes Indiana Coal Plants & Increases Push for Natural Gas Generated Power on January 18th

Duke Energy (NYSE:DUK) will close two of its coal fired units at the 600 megawatt (MW) Gallagher plant in Indiana. This …

Chevron Worth $109 With International Oil Projects, Asian LNG Demand on January 18th

Oil major Chevron (NYSE:CVX) had a strong 2011 which saw its stock rise from $94 to $106 as the company continued to deliver…

Anadarko is Worth $88 On Rising Liquids Output and Offshore Gas Finds on January 18th

Anadarko Corp . (NYSE:APC), one of the largest independent exploration companies, has driven a successful exploration program to boost its reserves and…

Chevron Involved In Another Offshore Incident, Stock Not Affected on January 18th

Chevron (NYSE:CVX) suffered a mishap in Nigeria after a rig working on an offshore gas well caught fire and partially collapsed. The …

First Solar Estimate Revised to $51 as Chinese Competition Slashes Costs on January 18th

First Solar (NASDAQ:FSLR), the world’s largest player in the thin cell PV segment, has been subject to intense price competition…

Industrials & Transportation

Lockheed Martin Q4 Preview: Services in Focus as Growth Driver on January 20th

While Lockheed Martin (NYSE:LMT) made significant progress in its F-35 program in 2011, it could be impacted by the U.S. defense…

Baker Hughes Earnings Preview: Set to Rise on Shale Activity, Deals in Iraq on January 19th

Oilfield services provider Baker Hughes (NYSE:BHI) is set to declare Q4 results next Tuesday, to complete what has been a strong year …

Southwest Earnings Preview: Trends We’re Watching Thursday on January 18th

The low-cost carrier Southwest Airlines (NYSE:LUV) will be releasing its fourth quarter and full year financial results tomorrow. While fuel costs were …

Halliburton Earnings Preview: BP Case Overshadows Earnings on January 18th

Halliburton (NYSE:HAL) will announce its Q4 results on Monday, January 23rd, completing a strong year for oilfield services firms. Strong oil …

Union Pacific Earnings Preview: Trends to Watch Thursday on January 18th

Union Pacific Corporation (NYSE:UNP) is set to report its earnings this week, on January 19th. It will be the first among the…

Schulmberger Earnings Preview: What We’re Watching Friday on January 17th

Oilfield services provider Schlumberger (NYSE:SLB) will announce its 2011 Q4 results on the 20th. Overall, high energy prices are expected to support…

Basic Materials

Why North Springs, Freeport Are Heading Skyward on January 19th

Given concerns about macro uncertainty and runaway inflation, gold is one of the most attractive assets investors can find. Since I first published my…

Related Articles

Previous Trefis Week in Review articles