Trefis: Review Week Ending 13 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.

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 companies of the week.

Table of Contents for the 112 top stories this week:

Technology (48 articles)

• Facebook, 7 articles (9, 12, 21, 39, 41, 43, 47)
• Google, 5 articles (2, 7, 12, 23, 35)
• Microsoft, 5 articles (5, 10, 17, 19, 22)
• Amazon, 3 articles (16, 36, 46)
• Apple, 2 articles (8, 31)
• E-Bay, 2 articles (4, 25)
  
• Intel, 2 articles (29, 30)
• Pandora, 2 articles (3, 32)
• Research in Motion, 2 articles (8, 18)
• VM Ware, 2 articles (14, 44)
• Yahoo, 2 articles (13, 47)
  

Financial Services (18 articles)

• Deutcshe Bank, 2 articles (2, 17)
• JP Morgan Chase, 2 articles (2,12)
• Mastercard, 2 articles (9, 11)
• Visa, 2 articles (9, 18)

Media & Telecom (14 articles)

• Disney, 2 articles (3, 4)
• Sprint, 2 articles (2, 8)
• Verizon, 2 articles (2, 10)
  

Consumer (12 articles)

• Coca Cola, 2 articles (1, 8)
• L’Oreal, 2 articles (3, 5)
  

Energy & Utilities (8 articles)

• Solar stocks, 2 articles (2, 4)

Industrials & Transportation (8 articles)

• CSX Corp, 2 articles (1, 5)
  

Health Care (5 articles)

• Pfizer, 3 articles (1, 3, 5)
  

Basic Materials (2 articles)

All 112 investment stories this week are listed below.

Technology

1. Bondholders Could Torpedo Micron-Elpida Deal on July 13rd
2. Google Launches Google+ App on iPad & Other Updates on July 13rd
3. Pandora’s Stock Is On A Roller Coaster, But For The Right Reasons? on July 13rd
4. eBay Can Reach $48 On Marketplaces Strength And Paypal’s Growth on July 13rd
5. Microsoft Stays Busy This Week Ahead Of Earnings on July 13rd
6. Yelp Looking At European Expansion With U.K. Operations on July 13rd
7. Google Brings Instant Search To AdWords Partners With Search As You Type on July 13rd
8. Weekly Mobile Notes: Apple’s China iPad, RIM’s Fate and Nokia’s Verizon Deal on July 13rd
9. Facebook Rejiggers Special Events And Adds Read Receipts To Groups on July 13rd
10. Microsoft’s Worth $40 But Needs Great Earnings To Get There on July 13rd
11. Expedia’s Global Growth Soars With Asian Partnerships on July 13rd
12. Weekly Internet Update: Google & Facebook on July 13rd
13. Yahoo Needs Some Good News This Earnings Release on July 13rd
14. WMware’s Earnings Will Show Mobile And Big Data Momentum on July 13rd
15. LinkedIn Rolls Out Another Redesign To Drive Engagement on July 13rd
16. Amazon’s Smartphone Becomes A Reality on July 13rd
17. Microsoft to Unveil Office 15 Consumer Preview on July 16 on July 13rd
18. RIM Can Hit $12 If Enterprise Customers Wait For BB10 on July 12nd
19. Microsoft Buys Perceptive Pixel to Improve its Enterprise Touch Offerings on July 12nd
20. Big Blue’s Earnings Will Show Europe’s Impact On Tech on July 12nd
21. Social Banking: A New Frontier for Facebook on July 12nd
22. Microsoft Bags More Licensing Deals With Android Device Makers on July 12nd
23. Google & Asus Making a Healthy Profit on the Nexus 7; iPad Mini Crucial for Apple on July 12nd
24. Priceline Leverages Growth In Hotel Bookings With Express Deals on July 12nd
25. eBay’s Renewable Push At Data Centers Could Bring Long-Term Benefits on July 11st
26. Nokia Will Soon Bring Lumia To Verizon As It Builds Carrier And App Support on July 11st
27. Constant Contact Rolls Out SaveLocal For Everyone To Tap Daily Deals Market on July 11st
28. Qualcomm’s Worth $68 As It Bolsters Supply Chain With Samsung on July 11st
29. Intel Pumps $4 Billion Into ASML Holdings To Accelerate Next-Generation Manufacturing Technologies on July 11st
30. Intel’s Earnings Need Some Good News To Reach $30.60 Fair Value on July 11st
31. Apple’s New iPad Launch Shows It Is Serious About China on July 11st
32. Pandora Launches Public Beta In Australia & New Zealand on July 11st
33. AMD’s Pre-Announced Results Show A Tough Road Ahead on July 11st
34. Will Lower Ivy Bridge Prices Drive Demand For Ultrabooks? on July 10th
35. Google Q2 2012 Earnings Preview: All Eyes On Mobile & Social on July 10th
36. Amazon Snaps At Netflix’s Heels With Paramount Pictures Deal on July 10th
37. VeriSign Looks Solid After ICANN Renews Management Of .Com Domain Names on July 10th
38. Zynga Heads To $14, Looks To Buy Ongame Poker Network on July 10th
39. Facebook’s New Want Button Could Drive Social Commerce Revenue on July 10th
40. An iPad Mini Won’t Move Apple’s Stock on July 9th
41. Facebook To Target Mobile Ads Based On App Usage on July 9th
42. Spotify’s Expansion May Not Necessarily Be Bad For Pandora on July 9th
43. Facebook Jobs Is The Next Big Threat To LinkedIn on July 9th
44. VMware Reaches $110 Teaming Up With Nimble To Secure The Mobile Desktop on July 9th
45. Shutterfly Can Beam To $44 As Kodak Gallery Goes Dark on July 9th
46. Amazon’s Acquisition Of Mapping Startup Fuels Enhanced Kindle Speculation on July 9th
47. Yahoo and Facebook End Patent Dispute; Enter Ad Sales Partnership on July 9th
48. Symantec Uses Big Data To Make Smarter Anti-Virus on July 9th

Financial Services

1. Morgan Stanley Faces Earnings Test Next Week Amid Choppy Markets on July 13rd
2. A Tough Week For Financials: JPMorgan, Deutsche Bank, UBS on July 13rd
3. Citi’s A Bargain But Its Earnings May Not Show It on July 12nd
4. Ameritrade And Charles Schwab Face Another Earnings Test Amid A Rough Market on July 12nd
5. Bloomberg And CME Team Up On OTC Clearing on July 12nd
6. Manulife Heads To $13 Using Web To Reach New Clients on July 11st
7. Prudential Closes Its First European Mortgage Deal on July 11st
8. Goldman Sachs Q2 Earnings Preview: What We’re Watching on July 11st
9. Visa And MasterCard Face The Heat To Reduce Fees on July 11st
10. France Goes After UBS Over Tax Evasion Charges on July 11st
11. MasterCard Banks On Debit Card Growth Despite Durbin Impact on July 10th
12. JPMorgan Q2 Earnings Preview: What We’re Watching on July 10th
13. Wells Fargo Q2 Earnings Preview: What We’re Watching on July 9th
14. Charles Schwab Gets Tech Savvy En Route To $16 on July 9th
15. NYSE Is Worth $34 With Alternative Retail Equity Market Rollout on July 9th
16. Discover Financial Charged For $38 With Diverse Offerings on July 9th
17. Deutsche Bank Shares Drop On Reports of LIBOR Investigation on July 9th
18. Visa Partners With ATM Provider To Target Canadian Tourists on July 9th

Media & Telecom

1. Sirius XM Cruises To $2.30 On Subscriber Growth And US Auto Sales on July 13rd
2. Telecom Notes: Sprint’s iPhone 5 Strategy, Verizon’s Cable Deals And AT&T’s Expansion on July 13rd
3. Disney Does Well With Mobile Games But Do They Add Value? on July 12nd
4. Disney Gains On Comcast’s Sale Of A&E Networks Stake on July 12nd
5. AT&T Expanding Its LTE Network As Juicy Data Revenues Flow on July 12nd
6. Wireless Carriers May Start Subsidizing Tablets If Shared Data Plans Are Slow To Catch On on July 12nd
7. Cisco’s Worth $23 On Cloud Foray And Enterprise Strength on July 11st
8. Sprint Woos iPhone 5 Buyers With Unlimited Plans Despite LTE Disadvantage on July 11st
9. DirecTV Blacks Out Viacom Channels Over Carriage Fees Spat on July 11st
10. Verizon Likely To Receive FCC Approval For Cable Spectrum Purchase on July 10th
11. What Are Netflix’s Other Content Options To Drive Growth? on July 10th
12. How Much Are CBS’ Premium Networks Worth? on July 10th
13. What Is Dish’s Strategy With Wireless Broadband? on July 9th
14. China Unicom Rides 3G Demand To $22.50 on July 9th

Consumer

1. Coca-Cola’s Overseas Growth And Juicy Margins The Focus Of Earnings on July 13rd
2. Zipcar Acquires Leading Austrain Car Sharing Service, CarSharing.at on July 13rd
3. L’Oreal Wins In Indian Beauty Market By Ramping Up Local Production on July 12nd
4. Rite Aid’s Rock Solid To $1.55 Despite Sales Decline In June on July 11st
5. L’Oreal Targets ‘Masstige’ Segment In India With Dual Pricing Strategy on July 10th
6. Estee Lauder Can Fly To $63 With Airport Retail Growth on July 10th
7. Home Depot Challenges Lowe’s And Sears With Its Expanded Appliance Range on July 10th
8. 5 Regions Critical to Coca-Cola’s Success on July 10th
9. How Investors Can Wynn All The Way To $136 on July 10th
10. McDonald’s Introduces New Products To Drive Sales on July 10th
11. Daimler AG Is Trucking Its Way To $72 on July 10th
12. Walgreen Speeds Up Growth With Another Acquisition on July 9th

Energy & Utilities

1. Transocean Can Find $59 With Success In Kenya Deepwater on July 13rd
2. Securitizing Sunlight Could Help Fund Next Solar Boom on July 12nd
3. Refining Margins Could Help Chevron’s Earnings Despite Slide In Oil Prices on July 12nd
4. Trina Solar Expands In Canada And Sees Significant Growth Opportunity on July 12nd
5. BP Heads To $50 Though No Help From Alaska Oilfield Plans on July 10th
6. Exxon Starts Pumping Angolan Crude With $94 In Sight on July 10th
7. Weak Oil And Natural Gas Prices Overshadow Anadarko’s $90 Value on July 9th
8. Schlumbeger Buys Minority Stake In Chinese Oilfield Services Firm on July 9th

Industrials & Transportation

1. CSX Earnings Will Show A Mixed Picture But Fundamentals Are Intact on July 13rd
2. United Continental Earnings Will Show Integration And Oil Price Impacts on July 12nd
3. Johnson Controls Hopes To Shake Global Growth Concerns In Earnings on July 12nd
4. FedEx Completes Acquisitions of French TATEX And Brazilian Rapidao Cometa on July 9th
5. CSX Can Reach $25 As Ethanol & Intermodal Freight Will Offset Recent Coal Volume Losses on July 9th

Health Care

1. Pfizer’s Acquisitions Don’t Guarantee Shareholder Value Creation on July 13rd
2. Abbott Labs Eyes Russian Market With R&D Deal on July 12nd
3. Pfizer Forced To Drop Health Claims For Centrum Line of Products on July 11st
4. Bristol-Myers Squibb Is Worth $35 On New Drug Launches on July 11st
5. Pfizer Stock Worth $25 Despite Lawsuits & Lipitor Patent Expiry on July 10th

Basic Materials

1. Alcoa Is Worth $10 With Long Term Fundamentals Intact on July 11st
2. Vale Is Worth $26 As Brazil Approves Potash Deal With Petrobras on July 9th