Trefis Week in Review, 28 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.

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Tech, Media, Telecom

The Cloud and the Great Data Center Race on January 27th

This article was submitted by Greg Ness In the same way that the rise of the Internet led to the enterprise web (web-enabled enterprise …

Verizon Readies for Data Boom, Big Investments Will Pay Off on January 27th

Verizon (NYSE:VZ) announced mixed results for Q4 2011 Wednesday, as a record quarterly growth in revenues was offset by high subsidies for …

Monster Navigates a Tough Market, Cuts Headcount on Cautious Outlook on January 27th

Although Monster’s (NYSE:MWW) 23% YoY growth in its international career services business definitely picked up the company from its flat growth…

Yahoo’s Thompson Fails to Inspire, Revised to $17 Fair Value on January 27th

Even with gross revenues declining by over 20% in 2011, Yahoo’s (NASDAQ:YHOO) Q4 2011 results were hardly a surprise, as…

Verizon Communications, Inc. (VZ): Why You Should Own It on January 27th

This article was published by Robert Rubin at The Researcher Let’s move past the impressive dividend of $2.00/share, yielding 5.35%, for a…

EA Fills Out Digital Platform Distribution as Competition Heats Up on January 27th

Electronics Arts (NASDAQ:EA) has announced the addition of 11 more publishers to its PC digital distribution platform Origin. We believe the move …

Netflix Shows Recovery in Streaming Business, Fair Value $133 on January 27th

Netflix (NASDAQ:NFLX) recently released its Q4 and full year 2011 results. As the company returned to growth in terms of net unique …

Why Warren Buffett Bought IBM Stock – And Should I Too? on January 27th

Since I am such a big fan of Warren Buffett, when Berkshire’s most recent 10-Q revealed that the company had spent nearly …

Entertainment Stocks: Selling Dreams to the Have-Nots on January 27th

The other day I had a serious discussion with some friends about the future of unskilled workers. The income inequality in our society is …

Netflix’s Plans to Beef up Original Content is an Expensive Bet on January 27th

Netflix’s (NASDAQ:NFLX) stock jumped as the company’s Q4 2011 results showed net subscriber losses reverting back to net growth…

SAP’s Cloud, HANA and Mobile Plans Lift Earnings and Outlook on January 27th

SAP (NYSE:SAP) announced its earnings for Q4 FY11, reporting strong revenue growth in its core businesses, as well as from its new…

Weekly Tech Review: Microsoft and Zynga on January 27th

This week was a very eventful one for several companies in the technology space, with many of them announcing their earnings for Q4 2011….

Amazon Expands Cloud Offering With Amazon Web Services (AWS) on January 27th

Amazon (NASDAQ:AMZN) has launched another cloud service, this time targeting the enterprise space. According to the company’s press release, …

Kindle Sales Will Fire up Amazon’s Earnings Next Week on January 26th

It’s common news that Kindle Fire is selling like hot cakes. But how many has Amazon (NASDAQ:AMZN) actually managed to …

Sina Passes Twitter’s Update Record On Chinese New Year on January 26th

Despite the restrictions and privacy issues threatening Chinese micro-blogging sites, the top Chinese micro-blogs are seeing a continued increase in their user base as …

EA Results Will Show the Gaming Battle Rages on Multiple Fronts on January 26th

As Electronic Arts (NASDAQ:EA) is scheduled to announce its Q3 financial results on February 1st. Analysts and investors will have a close …

Groupon Q4 Earnings Preview: Can It Control Marketing Expenses? on January 26th

Groupon (NASDAQ:GRPN) has benefited from the spike in daily deals in the last holiday season. According to daily-deal business intelligence firm Yipit,…

LinkedIn Earnings Around the Bend: Where to From Here? on January 26th

LinkedIn (NYSE:LNKD) has been in the news for the right reasons in 2011. The company’s steady expansion into countries like …

Sector Roadmap For Best & Worst Stocks and Funds on January 26th

After a har­row­ing 2011, mar­kets and investors are a lit­tle jit­tery. No one expects the super high cor­re­la­tions between stocks to per­sist. At …

Google’s New Privacy Policies Have Users Worried on January 26th

Facebook has several times riled up users and observers over the way it handles user data and protects their privacy. Google’s (NASDAQ…

NYT Earnings: Expect More of the Same, Stock Full at $7.50 on January 26th

New York Times (NYSE:NYT) looks on track to achieve around 500,000 digital subscriptions for 2011, which stood at around 324,000 by Q3 …

Sina to Launch its Own Android-Based Smartphone on January 26th

Sina (NASDAQ:SINA) is reportedly working on its own Android phone. It is expected to launch a new smartphone, powered by a customized…

Viacom Earnings Preview: What We Are Watching on January 26th

Viacom (NASDAQ:VIA) began the new year by announcing that its filmed entertainment division Paramount Pictures was the 2011 leader in terms of worldwide…

Research in Motion: You’ve Got to be Kidding Me on January 25th

A friend of mine recently said that he hopes he is never in charge of a company where the stock trades up after his departure…

Shutterfly Earnings Preview: All Eyes on Holiday Spending After Revised Guidance on January 25th

Shutterfly (NASDAQ:SFLY) will announce its Q4 FY11 earnings results on February 1. Fourth quarter is the most crucial quarter for Shutterfly due …

Microsoft Ready to Launch Windows 8 App Store in February on January 25th

Microsoft (NASDAQ:MSFT) revealed some more details about the Windows 8 App Store, an online application marketplace for Windows users, which will be…

Amazon’s River of News Ahead of Earnings on January 25th

Amazon doesn’t announce results for Q4 2011 until next Tuesday (January 31). So far we’ve had a good showing …

Comcast’s Broadband Business Worth More Than All Of Time Warner Cable on January 25th

Comcast (NASDAQ:CMCSA) and Time Warner Cable (NYSE:TWC) are the two largest cable operators in the U.S., providing broadband, pay-TV …

Intel Can Drive Growth by Selling Fancier Chips in Emerging Markets on January 25th

Intel (NASDAQ:INTC) released its Q4 and full year 2011 earnings last week, and the significant growth in average selling prices was one …

Three Reasons Stocks Could Jump 18% in 2012 on January 25th

We’re three weeks into the New Year. And so far, so good. After returning a measly 2.1% for all of 2011, the…

Google Gains from Kindle Fire Sales Despite Absence of Android Market on January 25th

The biggest unique selling point for Android is that its free. Android’s manufacturing partners like Samsung and HTC heavily rely on Google …

Salesforce.com Helps Companies Sift Social Network Chatter on January 25th

Salesforce.com (NYSE:CRM) is one of the leading players in the cloud-based enterprise software space, in which it competes with Oracle (NASDAQ:ORCL…

Microsoft to Bring Xbox Live Games to iOS and Android on January 25th

Microsoft ‘s (NASDAQ:MSFT) Xbox 360 was the highest selling gaming console in 2011. Microsoft has sold more than 66 million Xbox…

Apple Worth $500, iPhone Drives Half of Value on January 25th

Apple (NASDAQ:AAPL) blew past expecations when it announced its Q1 FY 2012 results Tuesday afternoon, posting record sales in almost all of …

Sina Offers Premium Weibo Membership with SMS Support on January 25th

Sina (NASDAQ:SINA) is one of the largest micro-blogging services in China and recently overtook Twitter in terms of updates per second with record…

With Google and Yahoo to Ponder, AOL’s Earnings on Deck Next on January 25th

The year 2011 was largely driven by strategic acquisitions for AOL (NYSE:AOL). While some like TechCrunch took an ugly turn, other acquisitions…

Three Reasons to Avoid the Facebook IPO on January 24th

Friending fever is about to hit Wall Street! On Monday, multiple sources reported that Facebook is planning its initial public offering (IPO) for…

Avalon’s Market Week: Take the Cannoli on January 24th

Last week we wrote that trouble is brewing, and this week our assessment is that trouble is here. Equities are overbought, and the …

iPhone, Half of Apple’s Value, Gives Earnings a Big Boost on January 24th

Apple (NASDAQ:AAPL) reported Q112 earnings this afternoon that looks to have exceeded many analysts expectations. The company grew quarterly revenue to $46.3 …

Intel Still Outshines Peers But Needs to Watch the Pocketbook on January 24th

Intel (NASDAQ:INTC) released its Q4 and full year 2011 earnings last week, finishing a record year with almost $54 billion in revenues …

Paypal at 20% of Ebay’s Stock, Lifts Outlook on January 24th

eBay’s (NASDAQ:EBAY) results were positively impacted by strong growth in its payments segment PayPal as we discussed in a recent note…

Google’s Earnings Show Impact of Mobile Push, Market Reaction Overdone on January 24th

Google’s (NASDAQ:GOOG) stock saw close to a 9% drop after its fourth quarter and full year 2011 results came out. …

Apple Rolls Out iBooks 2.0 with Digital Textbooks, Android Tablets Take Notice on January 24th

In another display of the innovative acumen that has kept Apple (NASDAQ:AAPL) ahead of others in the technology arena, the company recently …

Constant Contact Acquires CardStar to Enter Mobile Marketing on January 24th

Constant Contact (NASDAQ:CTCT) has announced the acquisition of CardStar, a mobile marketing startup which enables businesses to offer loyalty cards and mobile …

Heins’ Defense of RIM’s Strategy Sinks Stock on January 24th

Much was expected from Thorsten Heins, the new President and CEO of Research in Motion (NASDAQ:RIMM), when he took over the top…

Zynga Could Hit Jackpot with Online Gambling, Looks for Partners on January 24th

Zynga (NASDAQ:ZNGA) is the leader in social gaming and is charging forward in the mobile gaming space by acquiring mobile gaming studios and…

3M Q4 Preview: What We’re Watching Thursday on January 24th

3M (NYSE:MMM), the innovative technological giant, will be releasing its fourth quarter 2011 earnings results Thursday, January 26. Taking cues from…

YouTube Crosses 4 Billion Mark; Facebook Makes a Jab at Google+ on January 24th

YouTube’s daily streamed videos recently crossed the 4 billion mark, which is a 25% increase since May 2011. However, Google’…

Constant Contact Earnings Preview: What We’re Watching on January 23rd

Constant Contact (NASDAQ:CTCT) will announce its Q4 FY11 earnings on January 27. We currently have a $25 Trefis price estimate for Constant …

Symantec Earnings Preview: What We’re Watching Wednesday on January 23rd

Symantec (NASDAQ:SYMC) will report its Q3 FY2012 earnings on January 25. We currently have a $20 Trefis price estimate for Symantec, which…

Verisign Earnings Preview: What We’re Watching on January 23rd

Verisign (NASDAQ:VRSN) is scheduled to announce its Q4 2011 earnings on January 26. We currently have a $37 Trefis price estimate for …

Facebook Wants to Buddy Up with Vevo for Video Sharing Ad Deal on January 23rd

It seems Facebook is leaving no stone unturned in stepping up its monetization efforts before it goes public. This time, the social networking giant…

Apple Goes After the Nexus, Kicks Off 2012 Patent Wars on January 23rd

After Samsung’s infringement claim against Apple (NASDAQ:AAPL) was rejected by a German court, Apple is now focused on Google’…

Amazon Slows Kindle Fire Orders as iPad 3 Release Nears on January 23rd

The tussle between Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) in the tablet market is increasing daily as the Kindle Fire has proven…

AT&T Earnings Preview: Strong Smartphone Sales Could Outshine Thinner Margins on January 23rd

AT&T (NYSE:T) is scheduled to announce its Q4 FY2011 results Thursday. We are expecting the company to post a record …

Groupon Sharpens Focus on Social Shopping with Mertado Deal on January 23rd

Groupon’s (NASDAQ:GRPN) decision to buy another start-up Mertado highlights the pressure it faces from online retail giants Amazon (NASDAQ:AMZN)…

RIM’s Co-CEOs Hand Reins to Heins, Challenges Remain on January 23rd

We had long been expecting the leadership shakeup at Research in Motion (NASDAQ:RIMM). It finally happened this Sunday when the company announced …

Baidu’s Mobile Platform Could Take Flights in Year of the Dragon on January 23rd

Baidu (NASDAQ:BIDU) gained significantly from online advertising growth in China in 2011, and its eyes are now fixed on expanding beyond its …

Activision Gets Great Buzz from Diablo 3 Release Speculation on January 23rd

The release date of Activision Blizzard’s (NASDAQ:ATVI) upcoming PC role playing game, Diablo 3, has kick-started a fresh row of…

Nvidia, Asus Announce Quad-Core Tablet, A Look At Nvidia’s Opportunity In Tablets on January 23rd

Nvidia (NASDAQ:NVDA) and Asus recently announced an Android based tablet that will be powered by Nvidia’s quad-core Tegra 3 chip and…

Consumer

Mr. Altria, Where’s Our Miller Lite? on January 27th

This article was published by Rocco Huang in December. Our editors enjoyed it and thought it was worth reposting in light of MO’…

Starbucks Expands into the Land of Tea on January 27th

If there has been one recurring theme in my investment recommendations over the past two years, it is this: If you want growth, …

Urban Outfitters’ Stock Claws Back from its Slide Following CEO’s Exit on January 27th

Teen apparel retailer Urban Outfitters’ (NASDAQ:URBN) stock has been inching slowly and steadily back after its surprising CEO exit, which resulted…

Dunkin’ Brands Earnings: What We’re Tracking on January 27th

Dunkin’ Brands (NYSE:DNKN), which has gained more than 10% since the start of new year, will announce its Q4 earnings …

Harley Davidson Results Ride Higher on Strong U.S., International Sales on January 26th

Harley Davidson’s (NYSE:HOG) worldwide motorcycle retail sales in this quarter increased by 10.9% compared to the prior year quarter while in…

Sara Lee Earnings Preview: Well Position for Future Growth on January 26th

Sara Lee (NYSE:SLE) is due to announce its Q2 results Thursday, February 2. It is a leading manufacturer of meats, bakery …

Key Factors Driving Bed Bath & Beyond’s Stock on January 26th

Bed Bath & Beyond (NASDAQ:BBBY) remains susceptible to volatile economic conditions as the housing and employment data in the U.S. remain …

Estee Lauder’s Results Will be a Beauty on January 26th

Estee Lauder (NYSE:EL) is due to announce its Q2 results next Friday. It had a stellar run in 2011 when it grew …

Chipotle’s Burrito Bonanza in 2011 Will Carry Results on January 26th

Chipotle Mexican Grill, (NYSE:CMG) has had a fantastic 2011 which saw the stock rising more than 60%. It was a stellar year…

P&G Earnings Preview: What We’re Watching This Friday on January 25th

Procter & Gamble (NYSE:PG) will announce its second quarter results Friday. We expect the company’s earnings will continue to …

Coca Cola’s Global Investments Will Drive Growth on January 25th

After gaining close to 10% last year, Coca Cola Co (NYSE:KO) looks well poised for further gains as the company’s …

Key Factors Affecting Bed Bath & Beyond’s Margins on January 25th

Bed Bath & Beyond (NASDAQ:BBBY) is one of the largest specialty retailers of home furnishings and bath and linen related items in…

Ford Q4 Preview: Strong Results Expected from Int’l Growth, U.S. Market Share Gains on January 25th

Ford (NYSE:F) will release its earnings for Q4 2011 on January 27. Judging from its sales numbers in the last two months,…

CVS Caremark: Geared Up for Strong 2012 Growth on January 24th

CVS Caremark (NYSE:CVS) is primed for continued growth in 2012 and we expect to see solid top and bottom-line growth. It wrapped …

Estée Lauder Update: Stock Split and Higher Dividend After Impressive Year on January 24th

Estée Lauder (NYSE:EL) recently went for a two-for-one common stock split and additional shares were issued to the stockholders last Friday. This …

Pepsi’s Diverse Portfolio, Strategic Deals Serve Up $71 in Value on January 24th

PepsiCo ‘s (NYSE:PEP) diverse portfolio ranging from sodas and snacks to juices combined with its ability to innovate and launch products …

Green Mountain Expands Distribution Channels to Underpin Growth on January 24th

Green Mountain Coffee Roasters (NASDAQ:GMCR) has been working at strengthening its distribution channels which is crucial for its long-term growth. It sells …

McDonald’s Big Growth Plans Could Bite Into Profits on January 23rd

After a stellar 2011 in which McDonald’s (NYSE:MCD) stock gained more than 30%, we think the company’s current …

Zipcar Weekly Updates: Deepening Presence in Europe, Adds More U.S. Campuses on January 23rd

Zipcar (NYSE:ZIP) recently expanded its University Program, adding services to two new campuses and appointed a new President for Zipcar Europe to …

Harley Davidson Q4 Preview: Continuing Recovery Will Drive Growth on January 23rd

Harley Davidson (NYSE:HOG), the stylish motorcycle manufacturer, will post its fourth quarter results Tuesday. After recording three straight quarters of revenue …

Green Mountain Brews Up $61 as More Americans Buy Single-Cup Brewers on January 23rd

The single-cup market in the U.S. is dominated by Green Mountain Coffee Roasters (NASDAQ:GMCR) with its proprietary Keurig K-Cup brewing system. K-Cup…

Poor Holiday Sales Weigh on Jones Group Q4 results, Trims 2012 Outlook on January 23rd

The Jones Group’s (NYSE:JNY) stock has continuously declined after the company trimmed its 2012 revenue outlook. The firm has cited …

Industrials & Transportation

Johnson Controls Results Confirm Robust Outlook Despite Lowered Guidance on January 26th

Johnson Controls (NYSE:JCI) has delivered solid results as per our expectations in line with the guidance given by the company in October. …

Boeing’s Results Show Why the Stock Could Fly Beyond $91 on January 26th

Boeing (NYSE:BA), whose 2011 fourth quarter earnings were announced on 25th Jan, 2012 has given its investors cause for cheer. Its …

GE and 3M’s Stocks Are Well Positioned for an Aging Population on January 26th

One of the investing strategies championed by legendary investor Ralph Wanger is to identify companies which would benefit from a macro trend and then buy…

Key Trends Impacting the U.S. Airline Stocks in 2012 on January 26th

In the past year, we saw the U.S. airline industry witnessing renewed challenges to save its bottom-line in the face of slowing economy which…

United Continental Earnings Preview: Trends We’re Watching Thursday on January 25th

United Continental Holdings (NYSE:UAL) is geared up to disclose its FY 2011 financial results Thursday along with peers such as JetBlue Airways (…

Unconventionals, Costlier Drilling Boost Schlumberger to $100 on January 25th

With high oil prices and declining production from existing fields forcing oil companies to explore technically complex and remotely located reserves, oilfield services firms …

Alaska Air Earnings Preview: Trends We’re Watching Thursday on January 25th

Alaska Air Group (NYSE:ALK) is releasing its FY 2011 results Thursday along with low-cost peer JetBlue Airways (NYSE:JBLU). While we …

JetBlue Earnings Preview: Trends We’re Watching Thursday on January 25th

The low-cost carrier JetBlue Airways (NYSE:JBLU) is set to disclose FY 2011 financial results Thursday. While the past year was tough for …

GE Earnings Show the Potential of its Infrastructure Business on January 25th

General Electric’s Q4 earnings indicate that it might not have had an exceptional quarter, but it has put all the drivers in …

Caterpillar Q4 Preview: Growth Story Remains Intact on January 24th

Investor expectations for Caterpillar ‘s (NYSE:CAT) upcoming Q4 results are high after the company delivered third quarter earnings and revenues as …

3M Smart to Acquire Avery Dennison’s Consumer and Office Business on January 24th

3M (NYSE:MMM) recently announced the acquisition of Avery Dennison’s (NYSE:AVY) office supplies and consumer products business for $550M in…

Corning Q4 Preview: Growth Story Remains Intact Despite Pricing Pressures on January 24th

Corning (NYSE:GLW), the world leader in specialty glass and ceramics, will release earnings Wednesday. After a disappointing 2010, the company has…

Halliburton Heads for $53, Sharpens Focus on Liquids on January 24th

Oilfield services major Halliburton (NYSE:HAL) delivered a 50% Y-o-Y growth in Q4 earnings to cap what has been an extremely good year for…

Delta Earnings Preview: Trends We’re Watching Wednesday on January 24th

The leading U.S. airline, Delta Air Lines (NYSE:DAL) is set to release its FY 2011 financial results tomorrow. The year was …

Southwest Fair Value at $12 Value on Strong Operating Metrics on January 24th

The low-cost carrier Southwest Airlines (NYSE:LUV) recently announced its FY 2011 financial results, reporting $178 million in net profit for the fiscal …

Schlumberger Shows Broadbased Growth, Ready for More in 2012 on January 23rd

Oilfield services giant Schlumberger (NYSE:SLB) delivered strong sequential growth in revenues and earnings across product groups and geographic regions in its latest results…

Norfolk Southern Q4 Preview: Trends to Watch Tuesday on January 23rd

Norfolk Southern Corporation (NYSE:NSC) will report its Q4 2011 earnings Tuesday. We believe that railroads, including Norfolk and CSX Corporation (NYSE:…

CSX Q4 Earnings Preview: What We Are Watching on January 23rd

CSX Corporation (NYSE:CSX) will report its earnings on 24 January 2012, the same day its east coast competitor Norfolk Southern Corporation (NYSE…

Boeing Q4 Preview: Global Travel Demand Growth Supports $91 Value on January 23rd

Boeing (NYSE:BA), the global aircraft manufacturer and the world’s third largest aerospace and defense contractor major, will release its fourth…

Financial Services

Deutsche Bank Q4 Earnings: What We’re Watching on January 27th

Deutsche Bank (NYSE:DB) will release its results for the last quarter Thursday, February 2, and the largest German bank may actually surprise…

Financials Weekly Notes: BofA, Morgan Stanley & UBS on January 27th

Bank shares have remained largely stable over the week after enjoying significant gains last week from better-than-expected earnings figures across the board. Small changes …

CME Earnings: Rocky Trading Environment Overshadows Value on January 26th

CME Group (NASDAQ:CME) is scheduled to announce its Q4 2011 earnings Thursday, February 2. Last quarter, the company reported record revenues …

AmEx Gears up for Digital Growth as Higher Spending Lifts Results on January 25th

American Express (NYSE:AXP) posted 12% year-on-year increase in profits for Q4 as consumers continued to spend greater amounts on their AmEx cards even…

Nasdaq Enters Currency Dog Fight in Europe Clearing Non-Deliverable Forwards on January 25th

Nasdaq OMX (NASDAQ:NDAQ) is planning to start clearing non-deliverable forward (NDF) currency trades in Europe. NDFs facilitate trading in currencies such …

U.S. Bancorp Shows the Strength of Traditional Banking on January 25th

U.S. Bancorp (NYSE:USB) followed Wells Fargo’s (NYSE:WFC) lead in ending 2011 on an exceptionally strong note with record …

MasterCard on Deck Next Week: Volumes Will Jump but Regulatory Concerns Loom on January 24th

MasterCard (NYSE:MA) is scheduled to announce its Q4 2011 earnings on Thursday, February 2, 2012. Last quarter, MasterCard posted its fourth…

E*TRADE Earnings Preview: Tough Market for Online Brokers on January 24th

E*Trade Financial (NASDAQ:ETFC) will report its fourth quarter and full year 2011 earnings result after the close of the U.S. financial …

Goldman Sachs Puts Losses Behind It, Stock Comes to Life on January 24th

All’s well that ends well. While the global economic slowdown triggered by Europe’s growing debt problems doesn’t show …

UBS Expects Muted IPO Market in 2012 on January 24th

UBS (NYSE:UBS) foresees another low-key year when it comes to initial public offers (IPOs) as companies not very keen on going public…

Capital One Expenses Take a Toll, Loan Growth Buoys Outlook on January 24th

Capital One (NYSE:COF) reported $411 million net income for Q4 2011, down 52% from $965 million in the prior quarter and 41% …

BoA Continues to Shore Up Capital, Market Starts to Notice on January 23rd

Bank of America (NYSE:BAC) stayed out of the red in the last quarter of 2011 and the market in turn rewarded the troubled…

Morgan Stanley Caps Off Difficult Year, Ready for Recovery in 2012 on January 23rd

Morgan Stanley (NYSE:MS) ending up with a loss of just under $200 million for the last quarter of the year. But investors …

Schwab’s Q4 Impacted by Weak Trading Though OptionsXpress a Highlight on January 23rd

Charles Schwab (NYSE:SCHW) reported a 37% jump in its fourth quarter net income last week. It posted net income of $163 million …

Travelers Earnings Preview: Trends to Watch on January 23rd

Travelers Companies (NYSE:TRV) will announce its fourth quarter results on Tuesday. The company’s attention to improve rates and the conditions around …

Ameritrade Offsets Slump in Trading With Swelling Assets on January 23rd

Ameritrade (NYSE:AMTD) reported its first quarter results for financial year 2012 last week. The company posted net income of $151.96 million, up…

Energy

Transocean Gets Big Win in Spill Case vs. BP on January 27th

In what is seen as a setback to BP ‘s (NYSE:BP) legal strategy concerning the U.S. Gulf of Mexico spill, …

ConocoPhillips Higher Production Offset by Slimmer Refining Margins on January 27th

Oil major ConocoPhillips ‘s (NYSE:COP) released its Q4 results, posting a sequential increase in upstream production levels while downstream earnings suffered…

BP Earnings Preview: Crude Output, Refinery Margins in Spotlight on January 25th

British oil major BP (NYSE:BP) will be releasing its Q4 earnings on February 7 after a quarter dominated by litigation issues related to…

German Government Plans to Speed Up Solar Subsidy Cuts on January 24th

Solar stocks such as Yingli Green Energy (NYSE:YGE) suffered a major fall yesterday as the German government revealed plans to accelerate subsidy cuts…

Trina Shines to $10.24 as Emerging Markets Turn to Solar on January 24th

Trina Solar (NYSE:TSL) has emerged from the solar shakeout as one of the strongest players in the market because of its enviable cash…

Anadarko Bubbles to $88 as High Oil Prices Help Offset Gas Glut on January 23rd

Independent oil and gas exploration firm Anadarko Corp is set to release its Q4 results on February 7th. Upstream operators have accelerated their push …

Basic Materials

Alcoa Eyes Growth in 2012, Revised $14 Price Estimate on January 27th

Alcoa (NYSE:AA) is a business that is highly susceptible to global economic conditions. Declines in aluminum demand led to a fall in …

DuPont Looks Solid in Core Businesses But Watch Rising Cost Pressures on January 26th

DuPont (NYSE:DD) posted modest fourth quarter results, posting net revenues of $8.4 billion, up 14% from prior year quarter. While the …

Forsaken Value: Large Cap Stocks with Emerging Market Growth on January 25th

Only a few years ago, investors heralded the potential in emerging markets. However economic growth in the developed world is sputtering, fears of …

What Does A Flattening Yield Curve Mean For Gold? on January 23rd

In this article, we look to analyse the relationship between gold and the U.S. bond yield curve. The yield curve is an immensely …

DuPont Q4 Preview: What We’re Watching Tuesday on January 23rd

DuPont (NYSE:GLW), the global chemical giant will releases its earnings on Tuesday morning. The company cut its fourth quarter outlook last quarter…

Health Care

Dogs of the Dow Jones Industrial Average As Of January 2012 on January 26th

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