Trefis Highlights Week Ending 06 July 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 89 top stories this week:

Technology (28 articles)

• Google, 3 articles (1, 24, 28)
• Hewlett-Packard, 3 articles (2, 7, 27)
  
• Apple, 2 articles (14, 25)
• Broadcom, 2 articles (5, 13)
• Nvidia, 2 articles (16, 23)
• Qualcomm, 2 articles (20. 26)

Financial Services (17 articles)

Energy & Utilities (11 articles)

• Solar stocks, 3 articles (4, 8, 10)
• Anadarko, 2 articles (1, 7)

Consumer (10 articles)

• Zipcar, 2 articles (8,9)

Media & Telecom (9 articles)

• Disney, 2 articles (7, 9)
• Netflix, 2 articles (3, 8)
  

Industrials & Transportation (8 articles)

• FedEx, 2 articles (2, 4)
  

Basic Materials (5 articles)

Health Care (1 article)

All 89 investment stories this week are listed below.

Technology

1. Weekly Internet Update: Google & Facebook on July 6th
2. HP Chooses Intel Over ARM For Its Tablets on July 6th
3. IBM Works To Disrupt Retail Analytics With Augmented Reality App on July 6th
4. Adobe Discontinues Flash For Android 4.1 Jelly Bean on July 6th
5. Broadcom Benefits From Extended Patent License Deal With MIPS on July 6th
6. RIM Needs To Cut Fees To Keep Customers Making Its Turnaround More Difficult on July 5th
7. HP Steers Clear Of Windows 8 RT On Compatability Concerns on July 5th
8. VMware Acquires DynamicOps In A Bid To Promote Software Defined Datacenters on July 5th
9. Cree’s Growth Potential Shines With 20,000 LED Street Lamps In China on July 5th
10. TripAdvisor Grows Its User Base By Going Down Under on July 5th
11. Nokia Is Ready To Flex Patent Muscles During Tough Transition on July 5th
12. Amazon Web Services’ Customers Turn Up The Heat After Another Major Outage on July 4th
13. Broadcom Reaches $47 On These Key Drivers on July 3rd
14. Apple Is Headed To $700, Bringing iPad And Ecosystem To China on July 3rd
15. Micron Scoops Up Elpida To Bolster DRAM Business on July 3rd
16. AMD Takes On Nvidia With The World’s Fastest GPU on July 3rd
17. OpenTable Can Serve Up $54 Despite Near Term Sluggishness on July 3rd
18. Dell On A Quest To Become A Major Services Player on July 3rd
19. Texas Instruments Is Worth $45 But Here’s Where We Could Be Wrong on July 3rd
20. Qualcomm Restructures Its Businesses To Protect Patent Portfolio on July 3rd
21. Motorola Solutions Bolsters Enterprise Presence With Psion Purchase on July 3rd
22. Kayak Is Worth $850 Million As It Hedges Its Dependence On Google-ITA on July 2nd
23. Nvidia Loses Big Chinese GPU Order To AMD on July 2nd
24. Google Now Gives Mobile Search More Recency And Location Based Results on July 2nd
25. Apple Integrates Yelp In Maps For iOS 6 on July 2nd
26. Qualcomm Bolsters Supply Chain With UMC As Second Source For 28nm Chips on July 2nd
27. HP Opts For Intel Over ARM For First Project Moonshot Servers on July 2nd
28. Google Launches Compute Engine To Challenge Amazon on July 1st

Financial Services

1. BlackRock To Acquire Swiss Re’s Private Equity Unit, Stock Worth $217 on July 6th
2. State Street Plans Big IT Savings To Reach $51 on July 6th
3. NYSE Heads To $34, Expands Electronic Bond Platform And Oversease on July 6th
4. Financials Weekly Notes: Credit Suisse, State Street, RBS on July 6th
5. U.S. Bancorp Settles Overdraft Lawsuit For $55 Million on July 6th
6. AIG Gets Into Fighting Shape By Selling Off Weak Units on July 5th
7. RBS Hit By LIBOR Fixing Investigation & Ulster Bank Glitch on July 5th
8. JPMorgan To Save Millions From Fed’s Stance On Trust Preferred Securities on July 5th
9. BNY Mellon Reorganizes To Form New Collateral Management Business on July 3rd
10. MasterCard Brings Mobile Payments To Europe on July 3rd
11. American Express Headed For $60 With Plans To Adopt EMV Technology on July 3rd
12. Hartford Heads For $19 With A Focus On Small Businesses on July 2nd
13. Nasdaq Expands Its Global Footprint By Acquiring Norwegian Clearing House on July 2nd
14. MasterCard ‘Kick’ Starts Its Mobile Rewards Business on July 2nd
15. Bank Shares Extend Gains On European Summit Optimism on July 2nd
16. Manulife Heads To $13, Expands Asian Reach To Cambodia on July 2nd
17. Credit Suisse Reassures Market On Upcoming Earnings With Statement on July 2nd

Energy & Utilities

1. Anadarko Pumps To $90, Invests In Jubliee Field In Ghana on July 6th
2. Exxon in Talks to Sell ESSO Gas Station Chain In Germany on July 6th
3. Halliburton Could Benefit As Poland Takes Another Shot At Shale on July 6th
4. Trina Solar, Others Catch A Break In German Solar Subsidy Cuts on July 5th
5. U.S. Rig Count Slides on Gas Drilling Decline; Oil Drilling Stable on July 5th
6. Oil Prices Rebound on Rising Tensions With Iran; Other Factors on July 5th
7. Anadarko Pumps To $90, Forms JV To Develop Gulf Of Mexico Asset on July 3rd
8. Trina Solar, LDK Solar Estimates Revised Lower On Tariffs And Weak Demand on July 3rd
9. Russian Partners Accuse BP Of Bluffing Over Interest In Its Stake on July 3rd
10. Japanese Firms To Develop Large Solar Farms As Incentives Take Effect on July 3rd
11. Chesapeake Faces Possible Collusion Charges As Stock Suffers on July 2nd

Consumer

1. Chipotle’s Stock Is Worth $417 Despite Slowing Sales Growth on July 6th
2. Kraft Looks Solid At $40 With Greater Focus On Chocolates And Gum on July 6th
3. Hillshire Hones In On Recession Proof Meat Snacks on July 6th
4. Forget Europe, Ford Deserves A $16 Stock Price On US Sales on July 5th
5. GM Rides To $27.50 With Strong June Sales And J.D. Power Ratings on July 5th
6. Three Trends Driving Starbucks’ Stock To $55 on July 3rd
7. Frito-Lay Targets The Faster Growing Premium Snacks Market on July 3rd
8. Why We Believe In The Zipcar Story – Part III – Prospects For Profitability on July 3rd
9. Monthly Memberships Can Help Zipcar Zoom To $18 on July 2nd
10. CVS Caremark Outpaces Wal-Mart And Walgreen In Retail Health Clinics on July 2nd

Media & Telecom

1. Survey Indicates Pay-TV Growth Slowdown, Will That Lower Prices? on July 6th
2. Time Warner Cable Expands Its Usage-Based Broadband Pricing on July 6th
3. Why Should You Be Bullish On Netflix? on July 6th
4. China Mobile Poised To Benefit From Surging Data Demand on July 6th
5. Sirius XM May Get A Boost From Strong U.S. Auto Sales on July 6th
6. Comcast Is Fairly Valued But These Factors Could Drive Stock Higher on July 5th
7. How Disney Can Improve Its Filmed Entertainment Business on July 2nd
8. What Is Netflix’s End Game? on July 2nd
9. ESPN Is Half Of Disney’s $51.50 Stock Value on July 2nd

Industrials & Transportation

1. FedEx Express Adjusts Aircraft Orders To Align Logistics Network With Demand on July 6th
2. Delta Is Worth $11 And Posts Solid June Results on July 5th
3. Southwest Can Fly To $12.50 With In-Flight TV And Internet Service on July 5th
4. FedEx And UPS Raise Freight Rates on July 5th
5. GE Expands In EU Wind Energy Market on July 5th
6. United Technologies Flies To $100 With Help From Airbus’ US Assembly Plant on July 5th
7. Corning’s South African Optical Fiber Network Extends Reach on July 5th
8. Airbus Brings The Fight To Boeing’s Turf With U.S. A320 Facility on July 3rd

Basic Materials

1. Alcoa Has Easier Time Reaching $12 With Airbus’s U.S. Expansion on July 6th
2. Alcoa’s Q2 Earnings Monday: Weak Aluminum Prices Will Weigh On Results on July 5th
3. Rio Tinto Worth $63 Despite Iron Ore Slowdown on July 5th
4. Dow Enters Into Agreements to Consolidate Carbon Fiber and Seeds Businesses on July 3rd
5. Barrick Gold Headed To $53 Despite Losing Chilean Ownership Row on July 2nd

Health Care

1. Medtronic New Coverage: $41 Price Estimate on July 6th