Trefis: Week in Review 25 February 2012

Written 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

Xfinity Streampix Arrives: What’s the Value for Comcast? on February 24th

Comcast (NASDAQ:CMCSA) recently launched a subscription-based streaming service to augment its current pay-TV services. The new streaming package is expected to enhance …

F5 Networks Acquires Israeli Mobile Data Startup Traffix Systems on February 24th

F5 Networks, Inc. (NASDAQ:FFIV), the global leader in Application Delivery Networking, has completed acquisition of Traffix Systems, the leading provider …

Qualcomm Gives The Wireless Industry A Reason To Celebrate on February 24th

Is this the end of bulky power-hogging LTE smartphones? Quite possibly. Qualcomm (NASDAQ:QCOM) recently launched its latest product, a dual-core S4 …

Texas Instruments Worth $36.50, Ready for a Better 2012 on February 24th

Texas Instruments (NYSE:TXN) sales suffered revenue and gross margin declines due to an inventory correction in 2011 as reduced demand in the last…

AMD Margin Improvement Could Result in 60% Upside on February 24th

AMD (NYSE:AMD) struggled in the shadow of rival Intel (NASDAQ:INTC) in the PC microprocessor market last year. However, things have…

Dish Heads into 2012 Showing Momentum in Subscriptions on February 24th

Dish Network (NASDAQ:DISH) released its Q4 and full year 2011 results yesterday, beating consensus analyst estimates for net income. A few days…

T-Mobile Desperately Missing iPhone 4S from its Portfolio on February 24th

T-Mobile recently announced its Q4 2011 earnings, in which it mentioned that it lost about 700,000 subscribers, primarily because it is not selling Apple…

Mobile Weekly Notes: Apple, RIM and Qualcomm on February 24th

The past week saw quite a few developments in the mobile sector. The launch of Apple’s (NASDAQ:AAPL) iPhone 4S on …

Weekly Tech Summary: Microsoft and Salesforce.com on February 24th

This week was quite eventful for the tech sector, with a lot of significant developments related to major companies like Microsoft and Salesforce.com. We…

Google Starts Laying Out Plans for Motorola on February 24th

There is growing speculation that Google (NASDAQ:GOOG) may be replacing Motorola Mobility’s (NYSE:MMI) current CEO Sanjay Jha with its…

16 Solid Financed Dividend Stocks With Best Yields on February 24th

This article was submitted by Dividend Yield using our Trefis Contributors tool Big Dividend Paying Stocks With Low Debt And Good Yields Researched By Dividend…

Intel Updates: Open To Manufacturing Chips For Others on February 24th

The last couple of weeks showed certain developments in Intel’s (NASDAQ:INTC) product portfolio that will help it expand its business in…

With Two Chinese Carriers in Tow, Apple Targets China Mobile on February 23rd

Apple (NYSE:AAPL) will start reaping benefits as China Telecom (NYSE:CHA) starts selling the iPhone 4S next month. With this deal,…

How the Great Spectrum Battle May Play Out on February 23rd

Toward the end of last year while AT&T’s (NYSE:T) T-Mobile acquisition plans failed to receive regulatory approval, Verizon (NYSE…

Rumored iPad Mini Could Make a Splash in Tablet Market on February 23rd

Speculation is rife that Apple (NASDAQ:AAPL) may come out with its next generation iPad, the iPad 3, next month. At the …

Groupon Tries NYT Style Paywall for Deal “Addicts” on February 23rd

Groupon’s (NASDAQ:GRPN) latest move to launch a $29.99 a year VIP service has a marked resemblance with the New York Times…

Monster Gets Love from the Public Sector with U.K. Government Deal on February 23rd

With Monster (NYSE:MWW) signing its largest international contract to date with the Department for Work and Pensions in the U.K., the company…

The Hybrid Cloud is the Future of IT Infrastructure on February 23rd

Submitted by ARCHIMEDIUS as part of our contributors program Last summer a CIO for a high profile ecommerce company told me that the smartest way…

Apple’s Future in China Promising Despite Dip in Market Share on February 23rd

We have witnessed a strong trend among Chinese telcos selling cheaper smartphones as opposed to higher-priced phones from Apple (NASDAQ:AAPL) and Samsung historically…

Cyber-Security’s New Face: Growing Threats and Growing Profits on February 23rd

Submitted by Wall St. Daily as part of our contributors program In 2012, the ever-evolving cyber security industry will not only rapidly shift its…

Tablet Sales to See Hangover in Q1, But iPad 3 Could Bring Party Back to Life on February 22nd

Tablet sales this quarter could be suffering from a hangover from the holiday season. According to a DigiTimes report, the global tablet shipments will…

Pay-TV Companies Plot Revenge Against Netflix on February 22nd

Submitted by Wall St. Daily as part of our contributors program During its last earnings call, Netflix (Nasdaq: NFLX ) CEO, Reed …

RIM Introduces PlayBook Software Upgrade as Company Backs Tablet on February 22nd

Ever since Research in Motion (NASDAQ:RIMM) launched the PlayBook last year, the criticism hasn’t stopped from users. The company experienced…

Are Amazon and Apple Really Competing on Tablet Size? on February 22nd

Amazon’s (NASDAQ:AMZN) decision to possibly launch a larger 10-inch variant of the Kindle Fire may be perceived as a sign…

Apple Will Offer iPhone 4S on China Telecom Starting March 9th on February 22nd

Apple (NYSE:AAPL) is set to expand its iPhone footprint in China with its new deal with China Telecom (NYSE:CHA) to sell…

Apple’s iPhone Offsets Europe Losses Through Gains in the U.K. on February 22nd

A few weeks back, we wrote an article titled Apple Loses Market Share in Europe as Cash Strapped Buyers Pass on iPhones, wherein we…

RIM Delivers Playbook OS 2.0; Still Leaves Much to be Desired on February 22nd

After months of delays, the software upgrade to Research in Motion’s (NASDAQ:RIMM) Playbook tablet finally arrived on Tuesday. With a…

Amazon Smartphone Interest Rises After Kindle Fire’s Success on February 22nd

If you thought that the Amazon-Apple face-off would be limited only to tablets, think again. The retail giant made a sparkling tablet debut with…

Cree Faces Margin Crunch But Improving Outlook Lifts Shares on February 21st

Cree (NASDAQ:CREE), a market leader in LED lighting, is facing stiff pricing pressure in its lighting LEDs as prices continue to drop…

Turbo Dividends Turbocharge Your Dividend Strategy on February 21st

Submitted by Wall St. Daily as part of our contributors program Despite what most investors think, owning shares of strong companies that pay great…

PayPal Fights Back on Security Claims on February 21st

Submitted by Wall St. Daily as part of our contributors program Last week, I wrote about PayPal’s new mobile payment service . Unlike…

Another Reason to Own Apple (AAPL): The Potential Sales Boom in China on February 21st

Submitted by Molly Mitchell of EconomicsDegree.net as part of Trefis Contributors The growing middle class in China suggests that Apple (NASDAQ:APPL) could sell…

Microsoft Dances for Higher Smartphone Market Share with Windows Phone Tango on February 21st

Microsoft (NASDAQ:MSFT) launched the Mango update for its Windows Phone devices in late 2011. Apparently, it is planning to launch a new…

Google Gets Smacked with Microsoft and Apple Complaints Over Browser Privacy on February 21st

Google (NASDAQ:GOOG) is facing another privacy complaint about circumventing privacy settings for Apple’s (NASDAQ:AAPL) Safari browser, and Microsoft …

Apple Begins Countdown to 25 Billionth App Download on February 21st

Apple (NASDAQ:AAPL) is getting closer to the 25th billion app downloaded from its app store, according to the company website. This is…

Netflix Expands Original Programming with Big Ambitions on February 21st

Netflix (NASDAQ:NFLX) has been one of the leading stocks in 2012, beating the expectations of many bearish investors. Building on its positive…

Microsoft Rolls Out New Social News Aggregator msnNOW on February 21st

Microsoft (NASDAQ:MSFT) has launched a new online service called msnNOW, which is a social media powered trends and news aggregator. It analyzes…

Microsoft Squares Off with Apple and Google with New Music Service on February 20th

After Apple (NASDAQ:AAPL) and Google (NASDAQ:GOOG), it seems that Microsoft (NASDAQ:MSFT) is the next tech giant planning to …

Groupon Buys Another Small Tech Firm with Hyperpublic Purchase on February 20th

We wrote before that Groupon’s (NASDAQ:GRPN) tech purchases may continue, the company has acquired another start-up, Hyperpublic. The latter …

Zynga to Launch a Game Marketing Network for Social Game Developers on February 20th

Zynga (NASDAQ:ZNGA) is reportedly working on a new publishing program and marketing network, which would enable other social game developers to promote …

Rumored 10-inch Kindle Fire Could Heat Up Tablet Competition on February 20th

After the runaway success of the Kindle Fire, Amazon (NASDAQ:AMZN) may be now ready for a bigger tablet to take a bite …

Salesforce Earnings Preview: What We’re Watching February 23 on February 20th

Salesforce.com (NYSE:CRM) is expected to announce its earnings for Q4 FY12 on February 23. In the last quarter, it posted impressive revenue…

Wireless Industry Cheers as Spectrum Auctions Seem Likely on February 20th

The asphyxiation may finally be over. The wireless industry will breathe freely once again as Congress appears all set to approve a payroll tax …

DirecTV’s Brazil Business is the Growth Engine in Latin America on February 20th

While DirecTV’s (NASDAQ:DTV) U.S. net customer additions dropped significantly in Q4 2011, the company continued its rapid growth in Latin…

Microsoft Xbox 720 Will Have 3D Gaming and Touchscreen Controllers on February 20th

Microsoft (NASDAQ:MSFT) has rapidly gained market share in gaming consoles in the last couple of years with the tremendous success of the Xbox…

Time Warner Cable Finally Picks Up the Pace on Streaming Offerings on February 20th

Time Warner Cable (NYSE:TWC), the second largest cable service provider in the U.S., made a string of announcements recently pertaining to …

New Mac OS Will Help Apple Sustain PC Market Share Growth on February 20th

Apple (NYSE:AAPL) is continuing to perform well in a rather slow-growing global PC market. The U.S. PC market declined for the first…

More Apps Join Facebook’s Open Graph Bandwagon on February 20th

Facebook recently announced the addition of 12 more apps to Facebook Timeline, including the likes of The Daily Show, Huffington Post, Mashable and …

DirecTV’s U.S. Growth Slows on Competition But Shares Still Have Upside on February 20th

A few days back we wrote that we may see fewer net subscriber additions for DirecTV (NASDAQ:DTV) as the biggest satellite pay-TV service…

Amazon’s Kindle is on Fire With 14% Tablet Share in Q4 2011 on February 20th

The latest figures released by research firm IHS iSuppli revealed that Amazon’s (NASDAQ:AMZN) Kindle Fire occupied around 14% of global tablet…

Consumer

Victoria’s Secret, Bath & Body Works Drive Limited’s Q4 Results on February 24th

Intimate apparel retailer Limited Brands (NYSE:LTD) posted better-than-expected Q4 results, riding primarily on the gains made on Victoria’s Secret and …

Target Updates: Q4 Profit Falls, International Expansion Plans Going Strong on February 24th

Target (NYSE:TGT) announced its Q4 results this week. Holiday discounts offered by the retailer to attract customers affected its results, leading to…

Home Depot Cautious On The Housing Market Despite Strong Results on February 24th

Home Depot (NYSE:HD) continued to beat analyst estimates last quarter with its bumper holiday sales, but the company remains cautious on the …

Zipcar Invests in Wheelz, Peer-to-Peer Car Sharing Company on February 24th

Zipcar (NYSE:ZIP) recently invested in the first peer-to-peer (P2P) car sharing company targeting college campus communities, Wheelz, acknowledging the potential of…

2 Reasons Why Altria is Headed to $31.50 on February 24th

Cigarette companies in the U.S. are often overlooked given the unpopularity of the tobacco business and the industry’s falling cigarette volumes. Altria…

Wal-Mart Revised to $72: Strong International Growth Despite Weaker Earnings on February 24th

Wal-Mart’s (NYSE:WMT) low-pricing strategy to attract customers during the holiday season resulted in a 15% drop in its Q4 profits. …

Wal-Mart Updates: Weaker Q4 Weighs on Shares on February 23rd

This past week has been eventful for Wal-Mart (NYSE:WMT) as it reported a near 6% increase in net sales, led by impressive …

Lowe’s Earnings Preview: What We’re Watching Monday on February 23rd

Lowe’s (NYSE:LOW), the second largest home-improvement retailer in the U.S., will announce its fourth quarter and annual results on …

Holiday Spending and Warmer Winter Boost Home Depot’s Results on February 23rd

Home Depot (NYSE:HD) continued to beat analyst estimates last quarter as its sales grew 6% (y/y) to $16 billion, riding …

GM’s China and US Sales Carry the Dead Weight in Europe on February 23rd

General Motors (NYSE:GM) posted strong earnings results for the year 2011, after reclaiming the title of the world’s largest automaker …

Kraft Lifted by Established Brands and Emerging Markets Growth on February 23rd

Kraft Foods (NYSE:KFT) reported healthy revenue growth on the back of impressive performance by developing markets. For the full year, net revenue…

Zipcar’s Major Markets Will Lead Profitability Drive in 2012 on February 23rd

Even though Zipcar (NYSE:ZIP) posted a loss for the full year in 2011, we expect the company’s ability to serve …

American Eagle Expands in Israel Amid Broader Push in the Middle East on February 22nd

American Eagle Outfitters (NYSE:AEO) announced plans to expand in Israel by opening 11 stores starting in February. With the new stores, the…

Zipcar Ready to Turn a Profit in 2012, Stock Headed to $22 on February 22nd

Zipcar (NYSE:ZIP) posted its second consecutive quarterly profit for Q4 2011. The car sharing company grew its membership by 25%, leading to…

Intimate Apparel Mobile Sales Spike Around Valentine’s Day on February 22nd

Limited Brands’ (NYSE:LTD) February sales are likely to benefit from the sharp rise in intimate apparel mobile sales during the week …

Target’s Canadian Customers Can Stay Wired with Starbucks in Most Stores on February 22nd

Target (NYSE:TGT) is leaving no stone unturned to make its first international expansion plan a success. Last year, it doubled the allocated…

Green Mountain Launches New Keurig Model Amid Increasing Competition on February 21st

Green Mountain Coffee Roasters (NASDAQ:GMCR) is launching Vue, a new single-serve coffee maker, in an effort to attract more affluent customers. …

Target Relies on Team in India for Success with Canadian Expansion on February 21st

Target (NYSE:TGT) is leaving no stone unturned to be successful in its first venture outside of the U.S. Its India office, which…

Ralph Lauren Flexes its Muscles in International and Wholesale Segments on February 21st

Leading American luxury retailer Ralph Lauren (NYSE:RL) once again posted solid results with growth of 17% in revenues and 14% in gross profits…

Besieged Avon Posts Q4 Loss, Stock Sees Relief Rally on February 21st

Avon Products (NYSE:AVP) recently announced its fourth quarter results and posted weak sales and compressed margins, leading to a net loss for …

Wal-Mart Makes Savvy Investments in Growing Chinese e-Commerce Market on February 21st

Wal-Mart (NYSE:WMT) has increased its stake in Yihaodian, a fast-growing online retailer of groceries, consumer electronics and apparels, to 51%. Presently…

Gap Earnings Preview: Trends We’re Watching on February 20th

Specialty retailer Gap Inc. (NYSE:GPS) is scheduled to announce its Q4 earnings on February 23rd. A quick scan of the stock’…

Kraft Earnings Preview: International Markets the Key to Growth on February 20th

Kraft Foods (NYSE:KFT) will announce its Q4 earnings on February 22, and the performance of its international operations will likely decide how …

Home Depot Earnings Preview: What We’re Watching on February 20th

Home Depot (NYSE:HD) will release its latest earnings on Tuesday, providing an update on the overall trends in the home improvement retail …

14 Of The Safest Dividend Aristocrats on February 20th

This article was submitted by Dividend Yield using our Trefis Contributors tool Dividend Aristocrats are stocks that have raised dividends over a period of more…

P&G Update: Kellogg to Acquire Pringles For $2.7 Billion on February 20th

After terminating its deal with Diamond Foods, Procter & Gamble (NYSE:PG) has now entered into an agreement with the Kellogg Company,…

Financial Services

Now A Housing Bubble In Germany on February 25th

Submitted by Testosterone Pit as part of our contributors program Germans are practically euphoric these days—compared to the dour mood that prevailed for nearly two…

U.S. Investment Banks Better Positioned Than European Peers on February 23rd

Investment banks have had a tough time making money since mid-2011, with the deterioration of Europe’s debt situation leading to extreme …

Greece Debt Woes Weigh on Bank Stock on February 23rd

Shares of all major banks ended up contracting in Wednesday trading as doubts about Greece’s ability to stick to a stringent austerity plans…

MetLife Shows International Flare in Results Lifting Stock and Outlook on February 22nd

MetLife (NYSE:MET) recently reported net income of $6.7 billion for the year ended December 31, 2011, which is substantially larger than the…

Now Lehman Wants Geithner’s Testimony Against JPMorgan on February 22nd

It’s not easy to forget about Lehman Brothers, which filed for bankruptcy with $613-billion debt on the books. Though its bankruptcy…

Citi’s Accounting Practices in Question with Smith Barney Write-Off on February 22nd

According to a recent report by the Wall Street Journal, Citigroup (NYSE:C) may be staring at a multi-billion dollar write-off linked to …

Wells Fargo Picks Up Energy Lending Business From BNP Paribas on February 22nd

Wells Fargo (NYSE:WFC) continues to press ahead with its strategy of expanding inorganically as the bank recently announced the acquisition of BNP Paribas…

U.S. Bancorp Enters ETF Market Amid Strong Competition on February 21st

U.S. Bancorp (NYSE:USB) is vying for a share in the promising equity-traded fund (ETF) market with the lender recently launching a …

RBS Q4 Earnings Preview: What We Are Watching on February 21st

The RBS Group (NYSE:RBS) will release its earnings for the last quarter of 2011 Thursday, February 23. With the numbers expected to…

Banks Upgrade Forex Trading Systems in Pursuit of Growth on February 21st

With banks struggling with weak capital markets the past few months, they are trying all possible ways to find new sources of revenue. That…

BNY Mellon’s Forex Lawsuits Drag On, Fair Value $26 on February 21st

The Bank of New York Mellon Corporation (NYSE:BK) continues to draw fire from various state attorneys for allegedly making billions through unfair foreign…

9 Best Yielding Money Center Banks Below Book Value on February 21st

This article was submitted by Dividend Yield using our Trefis Contributors tool The Best Yielding Money Center Banks Under Book Value Researched By Dividend Yield…

Energy

Exxon Mobil Reports Higher Reserves in 2011 on Tar Sands Growth on February 24th

Oil major Exxon Mobil (NYSE:XOM) released its reserves addition for 2011 announcing that the company had managed to increase its proven reserves base…

Chesapeake Update: Q4 Earnings Double, Asset Sales Planned on February 23rd

Chesapeake Energy (NYSE:CHK) delivered net earnings of $429 million in its recently announced Q4 2011 results, more than double its Q4 2010 …

Anadarko May Face Fines From Federal Agencies Over Gulf of Mexico Spill on February 23rd

Anadarko Corp . (NYSE:APC) may face civil liabilities over the Gulf of Mexico spills if it is determined to be an operator of…

All Eyes on Germany as Cabinet Discusses Solar Subsidy Cuts on February 23rd

The German government is set to release changes to the support mechanisms for solar power companies. Ministers from Angela Merkel’s government are …

Duke Energy Posts Weaker Q4 But Outlook is Solid on February 22nd

Duke Energy (NYSE:DUK) recently announced its Q4 results which saw a decline of 33% over Q4 2010, but it exceeded 2011 earnings …

Yingli Drops as Sales Lag Forecast, Will Take Write-Down on Polysilicon Business on February 22nd

ingli Green Energy’s (NYSE:YGE) shares fell 7% before recovering on February 21 as the company revealed that its module shipments dropped…

Anadarko Names Walker as Next CEO as Stock Finds Legs on February 22nd

Independent energy explorer Anadako Corp. (NYSE:APC) announced that its Chief Operating Officer Al Walker would succeed Jim Hackett as the company’…

BP Moves Forward with European Pipeline Consortium on February 22nd

A BP (NYSE:BP) spokesman announced that the consortium developing the Shah Deniz gas field has taken a significant step forward toward finalizing its…

Exxon Takes the Long View with European Shale Prospects on February 21st

Oil major Exxon Mobil (NYSE:XOM) isn’t very optimistic about the European shale prospects, and it expects that it will take …

Rising Polysilicon Prices Lift LDK’s Outlook as China Curbs Production on February 20th

LDK Solar (NYSE:LDK), one of the most important polysilicon producers in China, could benefit from the rise in raw material prices as…

Macondo Spill: Equity Partner Agrees to Pay $90 Million in Federal Setllement on February 20th

In what be a significant ruling in BP ‘s (NYSE:BP) legal battle over the Gulf of Mexico spill, partner company MOEX…

Anadarko’s Drill of Heidelberg-2 Well in GoM Successful on February 20th

Anadako Corp . (NYSE:APC) announced that it has successfully drilled a second well off the U.S. Gulf of Mexico. The Heidelberg-2…

Industrials & Transportation

Boeing Worth $91 as New Contracts & Deliveries Mark Strong Week on February 24th

Boeing (NYSE:BA) had a good week. It won a new logistics contract in Korea, received orders for twin engine jets from Pakistan…

Corning’s Innovation to Meet Mobile Demand Will Help Drive Growth on February 23rd

Corning (NYSE:GLW) is embracing mobile with its increasingly visual and intuitive interfaces and believes that this segment will drive its growth in the…

9 Fastest Growing Industrial Stocks With Best Yields on February 22nd

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Stocks With Fastest Dividend Growth February 2012 on February 22nd

The average dividend yield amounts to 3.05 percent and the dividend growth is 37.49. …

Johnson Controls Bags Another Contract to Help Green the Military on February 22nd

Johnson Controls (NYSE:JCI), the global energy efficiency solution provider, has signed a contract with the U.S. Army to drive efficiency improvements …

CSX Rides to $27 With Stronger Economy & High Oil Prices on February 22nd

Cheap natural gas and environmental laws are driving utilities away from coal. As more coal-fired plants shift to natural gas, we expect the drop…

Basic Materials

Gold & Silver – Daily Outlook February 24 on February 24th

This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool Gold and silver sharply increased yesterday and thus are…

Gold Prices – Daily Outlook February 23 on February 23rd

This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool Gold continued its slow upward trend and moderately increased…

The Cheapest Large Caps With Highest Expected Growth As Of February 2012 on February 23rd

This article was submitted by Dividend Yield using our Trefis Contributors tool Cheapest Large Capitalized Stocks With Highest Earnings Per Share Growth By Dividend Yield…

DuPont Bets Big on Solar Energy Push on February 21st

DuPont (NYSE:DD), the global chemicals giant, has decided to focus on solar energy as one of the major areas of growth. …

DuPont Finds Partners for Push into Solar and Synthetic DNA Industries on February 20th

DuPont (NYSE:DD), the global chemical materials major, continues to look for opportunities to collaborate with manufacturers and research firms to take advantage…

Gold and Silver Weekly Outlook for February 20-24 on February 20th

This was submitted by Lior Cohen, M.A. at Trading NRG using the Trefis Contributor Tool Here is a short recap of the recent changes…

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