Trefis Highlights Week Ending 22 June 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.

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Click “Read more…” to see our new clickable table of contents and most covered companies of the week.

Table of Contents for the 102 top stories this week:

Technology (37 articles)

• Microsoft, 6 articles (5, 17, 21, 26, 31, 37)
• Facebook, 4 articles (6, 14, 28, 32)
• Amazon, 3 articles (5, 20, 23)
• Apple, 2 articles (28, 31)
• AMD, 2 articles (2, 15)
  
• Google, 2 articles (6, 27)
• Micron, 2 articles (10, 36)
  
• Nvidia, 2 articles (8, 33)
• Zynga, 2 articles (9, 34)
  

Consumer (20 articles)

• Dunkin’ Donuts, 2 articles (10, 14)
• McDonalds, 2 articles (1, 8)
• Starbucks, 2 articles (3, 10)
• Walmart, 2 articles (4, 15)
• Wynn Resorts, 2 articles (13, 18)
  

Financial Services (16 articles)

• American Express (4, 13)
• Credit Suisse 2 articles (14, 16)
• Discover, 2 articles (5, 12)
• NYSE, 2 articles (7, 8)

Energy & Utilities (11 articles)

• Duke Energy, 2 articles (2, 3)
• Exxon Mobil, 2 articles (6, 10)
  

Media & Telecom (7 articles)

• Comcast, 2 articles (5, 7)

Health Care (5 articles)

• Merck, 2 articles (4, 5)

Basic Materials (4 articles)

Industrials & Transportation (2 articles)

All 102 investment stories this week are listed below.

Technology

1. Key Drivers Behind Kayak’s $850 Million Valuation on June 22nd
2. AMD’s Upside/ Downside Scenarios To $8.40 Fair Value on June 22nd
3. Accenture Fair Value $62: Gets Big Accolades From IDC On Industry Leadership on June 22nd
4. HP Targets Hospitality And Educational Media Needs With Light Desktop Computer on June 22nd
5. Weekly Tech Summary: Microsoft & Amazon on June 22nd
6. Weekly Internet Update: Google & Facebook on June 22nd
7. Texas Instruments Is Worth $45 And Here’s Why on June 21st
8. Nvidia Reaches $21 On These Key Drivers on June 21st
9. Zynga Hopes Overseas Growth Will Help Justify Draw Something Purchase on June 21st
10. Micron Shows Early Signs Of A Recovery With Its Q3 2012 Result on June 21st
11. Cree’s Stock Price Won’t Get Much Help From Enhanced RF Product Portfolio on June 20th
12. SanDisk Taps Smartphone And Tablet Markets With World’s Fastest Memory Card on June 20th
13. Is TV-Commerce PayPal’s Next Big Opportunity? on June 20th
14. Is Facebook Close To Cracking Mobile Monetization Puzzle With Location Based Ads? on June 20th
15. AMD Is Headed To $8.40, Enhances Digital Display Industry With New Graphic Cards on June 20th
16. Pandora’s Stock Needs A Haircut Despite Spotify’s Mobile Plans on June 20th
17. Microsoft Looks To Disrupt TV Advertising With Kinect NUads on June 20th
18. IBM Rides Supercomputer Crown To $223 on June 20th
19. Oracle Heads To $39 On Social Marketing Push And Share Buyback on June 20th
20. Amazon Signs Up More Studios And Adds A Ton Of Movie & TV Content on June 20th
21. Is This Microsoft’s Greatest Mistake In The Tablet Wars? on June 19th
22. Yahoo Finance And CNBC Look To Amp Up Engagement With Content Deal on June 19th
23. Amazon Is Now Ready To Take On Apple In Online Music Market on June 19th
24. Upside/Downside Scenario For $47 Trefis Price Estimate For Broadcom on June 19th
25. Sina Weibo Is Wired For $66 With Microsoft Win 8 Endorsement on June 19th
26. Microsoft Partners With Yelp To Power Bing Local Search on June 19th
27. Google Launches YouTube Parties In Google+ Hangouts on June 19th
28. Facebook’s Stock Is Coming Back And Good Until $33 on June 19th
29. Baidu Looks To Acquire UCWeb To Dominate Chinese Mobile Space on June 19th
30. Dell Takes On EMC With Project Hermes In Storage Products on June 19th
31. Microsoft’s Surface Takes On iPad Using Apple’s Strategy on June 19th
32. Facebook Acquires Face.com; Better Mobile Facial Recognition on the Cards on June 19th
33. Nvidia’s Tegra Processors To Power Microsoft’s New Surface PC Tablet on June 19th
34. Zynga Is Working On Draw Something Game Show With CBS on June 18th
35. Salesforce’s Radian6 Taps Twitter To Leverage Its Firehose Of Data on June 18th
36. Micron’s Earnings Preview: Stock Worth $7.40 On Recovery Prospects on June 18th
37. Microsoft Rocks The Boat With OEMs On Win 8 Tablet Debut on June 18th

Consumer

1. McDonald’s Headed To $98 Showing Growth Despite The EU Crisis on June 22nd
2. Three Major Trends Affecting Kraft Foods’ Stock Price on June 22nd
3. Starbucks Updates: Tazo Tea Store Opens And Latin America Expansion On Track on June 21st
4. Wal-Mart’s Pay With Cash Option To Boost Online Sales on June 21st
5. Coca-Cola Updates: Rolls Out Protein Shakes, Enters Myanmar on June 21st
6. Tobacco Firms Maintain Fat Profits Through Higher Prices on June 21st
7. MGM Plans Maryland Casino In Search Of A Recovery on June 21st
8. McDonald’s Looks To South Africa & India As The Next Growth Engines on June 21st
9. Ralph Lauren’s Stock Has Big Upside If New China Strategy Works on June 20th
10. Falling Coffee Prices A Boon For Starbucks and Dunkin’ on June 20th
11. Toyota Lays Out Plans For China And Emerging Markets on June 20th
12. Walgreen And Alliance Boots Create The First Global Pharmacy on June 20th
13. Wynn Applies For Online Gambling License on June 19th
14. Why We Think Dunkin’ Brands Is Fairly Valued At $35 on June 19th
15. Key Trends That Drive Wal-Mart’s $71 Value on June 19th
16. Rite Aid Worth $1.55: Ready To Fire Up Earnings This Week on June 19th
17. What Being A Food Company Means For PepsiCo on June 18th
18. Wynn Eyes Big Macau Expansion For The Cotai Strip on June 18th
19. Lower Credit Card Fees Means Cheaper Prices At Home Depot on June 18th
20. Proctor & Gamble Faces Investor Frustration In Transition Year As It Realigns Strategy on June 18th

Financial Services

1. Ameritrade Banks On Young Parents Driving Growth As Business Recovers on June 22nd
2. Chuck Gets To $16 By Giving Advisors More Tech Support on June 22nd
3. MetLife Gets Three More Months To Clean Its Operations on June 22nd
4. American Express Teams Up With Facebook To Help Small Businesses on June 22nd
5. Discover Financial Is Geared Up For A Lending Recovery on June 21st
6. JPMorgan’s Whale Losses Risk Sinking The Mega-Banks Diversified Model on June 21st
7. NYSE Euronext Answers London Calling With Rival Exchange on June 21st
8. NYSE Gets Creative In Trying To Spur Interest In The IPO Market on June 20th
9. Cross-Border Yuan Payment Opportunities Support $49 Value For Deutsche Bank on June 19th
10. Dallas Storms Are A Bad Sign For Insurance Companies on June 18th
11. Good Times Ahead For Retirement Solutions Providers on June 18th
12. Discover Financial Earnings Preview: What We’re Watching on June 18th
13. American Express Is Good For $60 Despite The Macro Uncertainty on June 18th
14. Credit Suisse Shares Yo-Yo On Capital Requirement Reports on June 18th
15. U.K. Govt’s Proposals Boost RBS and Barclays Shares on June 18th
16. Financials Weekly Notes: State Street, Citigroup, Credit Suisse on June 18th

Energy & Utilities

1. Halliburton Could Head To $43 When Natural Gas Prices Recover on June 22nd
2. Progress Energy Merger Could Get Duke’s Stock Moving on June 21st
3. Duke Energy’s Upside/Downside Scenarios For $25 Fair Value on June 21st
4. BP Spends Big In Latest Lease Sale In Gulf of Mexico on June 21st
5. Chesapeake’s Stock Shows Some Life As Icahn Takes On Management on June 21st
6. Iraq Writes Obama, Fumes Over Exxon’s Kurdish Deal on June 20th
7. Schlumberger Pumps To $93, Wins Pemex Auction For Mexican Field on June 20th
8. Chevron Sells Australian LNG Gas Output To Energy Starved Japan on June 19th
9. Japan Set To Become A Major Market With New Subsidy Program on June 18th
10. Report Says Exxon May Ditch Shale Plans in Poland on June 18th
11. Anadarko’s Stock Is Set To Run Once Gas Prices Recover on June 18th

Media & Telecom

1. CBS Can Pass $35 If Sports Radio Plans Take Off on June 22nd
2. Time Warner Cable Passes $90 With Fatter Margins On Pay-TV Biz on June 22nd
3. Disney’s California Theme Park Shows Strong Attendance on June 21st
4. Are TBS & TNT Ready To Face Netflix And Other Online Streaming Companies? on June 21st
5. Comcast Worth $32.50, Brings More NBC Content Online on June 21st
6. Is The Pay-TV Industry Divided Over Ad Skipping? on June 21st
7. Comcast Spends More On Marketing Than Peers But It Does Little For The Stock on June 20th

Health Care

1. Boston Scientific New Coverage: $6.80 Price Estimate on June 20th
2. Pfizer Updates: FDA Rejects Rare Disease Drug Tafamidus on June 19th
3. Johnson & Johnson Looks To Broaden Zytiga’s Base on June 19th
4. Merck Collaborates With Ambrx To Develop New Antibody Drug Conjugates on June 19th
5. Pantent Lawsuit Loss Over Nasonex Could Hurt Merck’s Anti-Infectives Business on June 18th

Basic Materials

1. Rio Tinto Shells Out $3.7 Billion To Catch Up In Iron Ore on June 22nd
2. Barrick Gold Can Sail To $53 With New Production And Management on June 21st
3. ArcelorMittal Gets To $22 By Managing Capacity As Steel Demand Falls on June 21st
4. DuPont Updates: Production Products Deals, African Seed Maker Approval on June 18th

Industrials & Transportation

1. Falling Oil Prices Will Help Union Pacific’s Fuel Costs But May Hurt Its Volumes on June 21st
2. Lockheed Martin’s F-35 Program Finally Gets Some Good News With U.S. Contract on June 18th