Trefis Week in Review: 25 May 2012

Written by Trefis Staff

Below is a summary of the activity at Trefis during the past week that Trefis thought Econintersect readers would find interesting.

Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.

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

Click “Read more…” to see our new clickable table of contents and most covered items of the week.  Note: We have introduced greater detail in the list as of May 18.

Table of Contents for the 108 top stories this week:

Technology (27 articles)

• Apple, 4 articles (3, 8, 11, 15)
• Microsoft, 3 articles (9, 13, 22)
• AMD, 2 articles (5, 25)
• Dell, 2 articles (4, 24)
• Google, 2 articles (18, 21)
  

Consumer (20 articles)

• Target, 2 articles (2, 3)
• Zipcar, 2 articles (4, 17)
  

Financial Services (14 articles)

• Bank of America, 2 articles (3, 4)
• Barclays, 2 articles (3, 14)

Media & Telecom(14 articles)

• AT&T 3 articles, (1, 5, 14)
• Verizon, 3 articles (1, 4, 8)
• Sprint, 2 articles (1, 3)

Energy & Utilities (12 articles)

• LDK, 2 articles (2, 11)
  

Industrials & Transportation (9 articles)

• Southwest Airlines, 3 articles (2, 4, 8)
• Delta, 2 articles (4, 8)
  

Health Care (7 articles)

• Abbott Labs, 3 articles (1, 2, 6)
• Johnson & Johnson, 2 articles (3, 5)
  

Basic Materials (3 articles)

All 108 investment stories this week are listed below.

Technology

1. Expedia’s Stock Catches A Lift From European Growth on May 25th
2. Adobe Struggles With Rising iOS Mobile Device Penetration on May 25th
3. Weekly Mobile Notes: Googorola Complete, Windows Phone In China, Apple iTV Rumors Debunked on May 25th
4. Dell Can Reach $21 With Business Model Adjustments on May 25th
5. HP’s 5 Drivers To Stronger Sales Post Restructuring on May 25th
6. After Trinity, AMD Introduces New R-Series Processors on May 25th
7. Key Trends Facing ADP And Paychex In 2012 on May 24th
8. China Mobile In Talks To Offer The iPhone; Can Alone Take Apple Past $800 on May 24th
9. Microsoft Working At Migrating Other Platform Apps to Windows Phone on May 24th
10. Why Perfect World Is Worth $24 on May 23rd
11. Nvidia Graphics Chips In The New MacBook Pro Would Be A Huge Win on May 23rd
12. Micron’s Elpida Acquisition Could Help Consolidate The DRAM Market on May 23rd
13. Microsoft Passes Apple In China As Nokia Cheers on May 23rd
14. Qualcomm Crumbles Under Supply Chain Issues; Concerns Overblown on May 23rd
15. Apple Can Use Its Huge Cash Balance To Fund Supply Chain Improvements on May 23rd
16. NetApp Earnings Preview: What We’re Watching on May 22nd
17. 3 Drivers To HP’s Earnings To $39 Fair Value on May 22nd
18. Google And Microsoft Headed For Cloud Battle With Amazon on May 22nd
19. Pandora Media Earnings: Slowing Growth And Higher Content Costs In Focus on May 22nd
20. Akamai’s Shares Fall On Overblown Concerns; $35 Fair Value on May 22nd
21. Google’s Margins At Risk With Mobile Push From Motorola Deal on May 22nd
22. Windows Phone Market Share Slips Further on May 22nd
23. IBM’s Big Data Advantage Pays For Insurance Companies on May 22nd
24. 2 Drivers To Dell’s Earnings This Week on May 21st
25. AMD’s Trinity Chips to Challenge Intel Powered Ultrabooks on May 21st
26. Applied Moves its Solar Equipment Plant to China to Tackle Costs Amidst Slowdown on May 21st
27. Facebook Sees First Post-IPO Billion Dollar Privacy Lawsuit on May 21st
28. Amazon Plans to Sell Ads on Kindle Fire to Generate More Cash on May 21st

Consumer

1. Coca-Cola Makes Big Bets On Africa’s Future on May 25th
2. Target Bets On Norah Jones And New Promotions To Draw In Customers on May 25th
3. Target Gets Tech Savvy With Shopkick Launch on May 24th
4. Zipcar Adds Electric Ampera Cars To Its U.K. Fleet on May 24th
5. Sara Lee Sambas To $22 With Brazilian Coffee Business on May 24th
6. P&G Gets To $70 By Getting Back To Business Basics on May 24th
7. Green Mountain’s Troubled With Many Problems But They Are Priced In on May 24th
8. McDonald’s Issues Debt At Record Low Coupon To Plow Investments Into China on May 24th
9. Costco’s Vying For A Stronger Online Presence on May 24th
10. Olympics, Global Sporting Events Drive Nike’s Near-Term Growth on May 23rd
11. H.J. Heinz’s Earnings To Show Growth But Slimmer Margins on May 23rd
12. MGM Resorts Plans To Launch A Social Gaming Website on May 23rd
13. Kraft Rolls Out New Oscar Mayer Dogs For The Health Conscious on May 23rd
14. Lowe’s Everyday Low Prices Takes Bite Of Profits As Customers Expect Discounts on May 23rd
15. Altria’s Diverse Brand Portfolio Caters To All Income Levels on May 22nd
16. Lowe’s Results Show The Housing Recovery Is Slower Than We Had Hoped on May 22nd
17. Zipvans Hit Chi Town As Zipcar Heads To $18 on May 22nd
18. Toyota’s Outlook Lays Foundation For $93 Fair Value on May 21st
19. 3 Drivers Behind Abercrombie’s $57 Stock Value on May 21st
20. Urban Outfitters Preview: Trends We’re Watching on May 21st

Financial Services

1. Europe Says Fair Play Is The Order of the Day for MasterCard on May 25th
2. Wells Fargo Set To Double Its Asset Management Business on May 25th
3. BofA, Barclays Sell Archstone Stake To Lehman on May 25th
4. Financials Weekly Notes: Morgan Stanley, BofA & Barclays on May 25th
5. The Future Costs Of Regulators’ Proposed Banks Stress Tests Are Worth It on May 24th
6. 5 Key Trends Impacting MasterCard’s $480 Value on May 24th
7. CME Extends Trading Hours for Grains and Oilseeds To Attract More Customers on May 24th
8. Facebook’s Relationship Status With Nasdaq: It’s Complicated on May 23rd
9. Falling Foreclosure Rates A Good Sign For Mortgage Banking on May 23rd
10. Visa Expects Mobile Payments Surge At Olympics on May 22nd
11. NYSE Outbid For LME In Europe, Looks East for Futures on May 21st
12. Banks Earn Nice Facebook Fees Despite Shares Trading Lower Post IPO on May 21st
13. Financials Weekly Notes: JPMorgan, U.S. Bancorp & Deutsche Bank on May 21st
14. Barclays Plans To Dispose Of Its BlackRock Stake on May 21st

Media & Telecom

1. Sprint Promotes Unlimited Plans As Verizon, AT&T Move To Shared-Data Plans on May 25th
2. Dish’s Hopper Threatens To Shake Up Pay-TV Industry on May 25th
3. Weekly Telecom Notes: Verizon, Sprint and China Unicom on May 25th
4. Verizon Looks To Substitute Unlimited Plans With Shared Data Plans For LTE on May 24th
5. AT&T Looks To Reduce Subsidy Pressures While Boosting Revenues Through Shared Data Plans on May 24th
6. DirecTV’s Still Got Plenty Of Growth In A Saturated Market on May 23rd
7. It’s High Time For The Wireless Industry To Consolidate on May 23rd
8. Verizon Hires Bankers To Find Buyers For 700MHz Spectrum Sale on May 23rd
9. What Does Netflix’s Current Stock Price Imply? on May 22nd
10. China Mobile’s Fundamentals Strong Despite China’s Growth Concerns on May 22nd
11. Europe’s A Worry For Cisco But Markets Pricing In Worst-Case Scenario on May 22nd
12. DirecTV Fights For $54, Launches Satellite Broadband & TV Bundles on May 22nd
13. Netflix Customers Are Slowly Returning Despite The Media Frenzy Against It on May 21st
14. Wireless Consolidation By AT&T & T-Mobile Fraught With Risks on May 21st

Energy & Utilities

1. Big Upside for Big Oil: IMF Study Says Oil Prices Will Double on May 24th
2. Chinese Reaction to U.S. Solar Tariffs Could Boost LDK’s Silicon Business on May 24th
3. Trina Solar Revised to $8 on Debt, Falling Margins on May 24th
4. Utica Shale Push Could Be The Next Big Opportunity in Onshore Exploration on May 24th
5. New Crude Oil Pipeline Supports KMP’s $87 Value on May 24th
6. India Expects to Boost Solar Installations in New Five Year Plan on May 23rd
7. Occidental Bails On Bakken Shale Play Sending Mixed Signals To Oilfield Services Sector on May 23rd
8. Chesapeake’s Overpaid Board Gets A Haircut; Fitch Downgrades To BB- on May 23rd
9. Suntech Earnings Preview: Retrospective Tariff Could Hurt Results on May 22nd
10. Exxon Has Harder Time Reaching $94 With Falling Oil Prices on May 21st
11. LDK Solar Price Estimate Revised to $3.67 on Shaky Solar Outlook on May 21st
12. Alpha Natural Worth $20 On Exports and Reviving U.S. Demand on May 21st

Industrials & Transportation

1. Airline Stocks Take Off As Oil Plummets To Sub-$90 Levels on May 25th
2. Southwest Can Take Latin America By Storm If Houston Hobby Gains International Routes on May 25th
3. Caterpillar Sells Stake In Logistics Arm To Become Lean Mean Digging Machine on May 24th
4. Delta Plans Fleet Upgrade Through Southwest’s Jets on May 23rd
5. Airlines Take Flight As Fuel Prices Hit Five Month Low on May 22nd
6. Alaska, Southwest Roll Out New Seat Optimization Plans on May 22nd
7. Lockheed Martin’s F-22 Requires Upgrades, Faces Budget Cut Risks on May 21st
8. Delta, Southwest Stocks Hit Turbulence Over Capacity Concerns on May 21st
9. FedEx Extends European Reach With TATEX Acquisition on May 21st

Health Care

1. Abbott Wants To Extract More From Humira While Pfizer Slogs Along With Lipitor on May 25th
2. Abbott Targets Pediatric Nutritional Market With New Beverage on May 24th
3. JNJ Updates: Imodium Recalls; Heading For Chinese Acquisitions; Zytiga’s Success on May 23rd
4. Pharma Updates: Pfizer Recalls Advil & Merck’s Propecia Causes Furor on May 23rd
5. JNJ Updates: Positives For Xarelto & Simponi on May 23rd
6. Abbott Updates: Niaspan Losing Vigor, But Nutritionals Going Strong on May 22nd
7. Pfizer Updates: Zithromax Associated With Heart Deaths; Xalcori Successful on May 21st

Basic Materials

1. Rio Tinto Sticks To Iron Ore Plans Despite Choppy Market on May 24th
2. Vale Reviews Argentina Potash Project On Rampant Inflation, Govt. Concerns on May 22nd
3. Alcoa to Hold Back Alumina Refinery Expansion in Australia on May 22nd