Trefis: Review Week Ending 20 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 111 top stories this week:

Technology (50 articles)

• Microsoft, 5 articles (11, 31, 33, 38, 48)
• Facebook, 4 articles (1, 37, 41, 45)
• Amazon, 2 articles (32, 47)
• Apple, 2 articles (4, 50)
• Dell, 2 articles (2, 25)
  
• EMC, 2 articles (17, 23)
• F-5 Networks, 2 articles (19, 49)
• Kayak, 2 articles (6, 8)
• Oracle, 2 articles (9, 26)
  
• Qualcomm, 2 articles (18, 43)
• Yahoo, 2 articles (28, 35)
  

Consumer (15 articles)

• Chipolte, 2 articles (3, 14)
• Philip Morris, 2 articles (1, 12)

Energy & Utilities (15 articles)

• Chevron, 4 articles (1, 5, 7, 11)
• Kinder Morgan, 2 articles (6, 12)
• Schlumberger, 2 articles (8, 13)
  

Financial Services (13 articles)

• American Express, 2 articles (3, 12)
• E-Trade, 2 articles (2, 13)

Industrials & Transportation (7 articles)

Health Care (6 articles)

• Abbott Labs, 3 articles (2, 4, 5)
• Johnson & Johnson, 2 articles (1, 6)
  

Media & Telecom (4 articles)

Basic Materials (1 article)

All 111 investment stories this week are listed below.

Technology

1. Facebook’s Worth $33 But Faces Tough Crowd In Earnings Next Week on July 20th
2. Dell Reaches $19 Stock By Hitting $5 Billion Software Sales Target on July 20th
3. TripAdvisor Is Good For $27 On Social And Mobile Growth on July 20th
4. Apple’s Earnings: China’s Growing Role And The New iPad’s Impact on July 20th
5. AMD’s Earnings Were Weak But Long-Term Positives Are Intact on July 20th
6. Kayak Is Worth $31 With Revenues From Advertising & Hotels Driving Growth on July 20th
7. Despite Macro Headwinds Travelzoo Fairs Well in North America & Europe on July 20th
8. Kayak Looks Cheap As It Prices Its Much Delayed IPO At $26 on July 20th
9. Oracle Takes Project Management Software To The Cloud With Skire Acquisition on July 20th
10. Google Searches For $680 On Mobile, Social And Motorola on July 20th
11. Microsoft Is Worth $41 As New Launches Will Provide Catalysts on July 20th
12. Key Factors Behind Priceline’s $560 Fair Value on July 19th
13. Lexmark Earnings Preview: What We’re Watching on July 19th
14. Adobe Caters To The Education Sector With e-Learning Suite 6 And Presenter 8 on July 19th
15. Salesforce Insights Helps Companies Analyze Social Networking Activity on July 19th
16. IBM Heads To $230 After Solid Results And Raised Guidance on July 19th
17. EMC-VMW Cloud Spinoff Shows That The Cloud Is Big Business on July 19th
18. Qualcomm Rides Smartphone Wave To $69 With Strong Growth on July 19th
19. F5 Networks Delivers Another Healthy Quarter Amid Soft Macro Conditions on July 19th
20. eBay’s Earnings Impress On Marketplaces Growth, PayPal’s Surge on July 19th
21. Broadcom Looks Cheap As Earnings Near Despite Tough Macro on July 18th
22. Baidu Looks Cheap Heading Into Earnings on July 18th
23. EMC Earnings Will Show The Storage Market Is On Fire on July 18th
24. SAP Q2 Earnings Driven By HANA and SuccessFactors on July 18th
25. Dell Can Reach $19 With Enterprise Storage Breakthroughs on July 18th
26. Oracle Expands Its Social Media Clout By Acquiring Involver on July 18th
27. Intel Weathers Soft PC Market With Healthy Q2 Results on July 18th
28. Yahoo Earnings Were A Non-Event, All Eyes On New CEO Mayer on July 18th
29. eBay Acquires Card.io To Strengthen PayPal Here Mobile Payment Service on July 18th
30. SanDisk Earnings Will Ride Tablet And Ultrabook Growth on July 17th
31. Microsoft’s Office 15 Focuses On Mobile, Social & Cloud on July 17th
32. Amazon Could Roll Out Same-Day Delivery To Counter State Sales Tax Impact on July 17th
33. With Windows 8, Microsoft Focuses More On Reach Than Revenues on July 17th
34. Travelzoo’s Earnings Will Show Growth In Deals Offset By Margin Pressure on July 17th
35. Yahoo Could Reach $18 With Mayer At The Helm on July 17th
36. Expedia Taps Fotopedia’s Growing User Base By Lending Its Hotel Booking Apps on July 17th
37. Instant Play on Facebook May Help Zynga & Others Attract More Users on July 16th
38. Microsoft Gets More Aggressive With Office 365 As Google Gains Traction on July 16th
39. Sina’s New Internet TV Service Aims To Boost Weibo Users on July 16th
40. Zynga Ambitiously Aims For One Billion Gamers Despite Stock’s Slump on July 16th
41. Facebook Snaps Up More Mobile Talent With Spool Deal on July 16th
42. Groupon Wants More Than Just Daily Deals on July 16th
43. Qualcomm’s Earnings Face Chip Shortage Impacts As Mobile Lifts Outlook on July 16th
44. Nokia Earnings Will Hinge On Lumia Sales on July 16th
45. Citi’s Endorsement Could Be Huge For Facebook’s Online Banking Push on July 16th
46. Symantec Makes Cloud Backup Play Amid Evolving Storage Market on July 16th
47. Amazon Steps Up Gaming Focus With New Kindle Fire on July 16th
48. Microsoft Dumps NBC To Launch Its Own News Service on July 16th
49. F5 Networks Earning Preview: Outlook Solid Despite Weak Macro Trends on July 16th
50. Apple Is Hardly Hit By A Loss Of Green Credentials on July 16th

Consumer

1. Philip Morris Reports Strong Growth In Asia And Russia Offset By Europe on July 20th
2. CVS Caremark Raises 2012 Estimate Of Impact From Walgreen-Express Impasse on July 20th
3. Chipotle Delivers Solid Q2 Results Despite Slower Comps Growth on July 20th
4. Express Scripts Deal Could Take Walgreen Past $40 on July 20th
5. Gap Picks Up Old Navy Executive For Ambitious International Expansion on July 20th
6. P&G Is Worth $66 But Ackman Might Squeeze Out More Upside on July 19th
7. Altria’s Earnings Will Show If Stock’s Run Can Continue on July 19th
8. Coca-Cola’s Stock Bubbles Higher On Volume Gains And Strong Domestic Pricing on July 18th
9. Global Growth Can Help McDonald’s Reach $98 With Earnings Release on July 18th
10. GM Is Headed For $27.50 Unless Europe Bleeds More Cash on July 18th
11. Can Thailand, India, China Revive Toyota To $93 ? on July 17th
12. Philip Morris’ Earnings Will Show Asia Market Share Gains And Weaker Europe on July 16th
13. Despite Cuts Abercrombie Sees Long-Term Value In Europe on July 16th
14. Chipotle’s Earnings Could Show Slower Growth With Steady Margins on July 16th
15. Europe to Weigh Heavily on Guess’ Performance on July 16th

Energy & Utilities

1. Brazil Faults Chevron For November Leak And Increases Spill Estimate on July 20th
2. Iraqi Government Could Toughen Position Against Exxon’s Grab In Kurdistan on July 20th
3. Anadarko Is In Talks With Shell Over Mozambique Find on July 19th
4. Halliburton Earnings Preview: Low Gas Prices & Rising Costs To Sink Margins on July 19th
5. Chevron Purchases Kurdistan Blocks Despite Iraq’s Objections on July 19th
6. Kinder Morgan’s Key Investments Driving Growth on July 19th
7. Chevron On Egg Shells In Brazil, Could Restart Production At Frade Soon on July 18th
8. North America Slowdown Will Temper Schlumberger’s Results on July 18th
9. Baker Hughes Is Cheap But U.S. Slowdown Could Hit Earnings on July 17th
10. LDK Gets A Lifeline From Its Home City on July 17th
11. Chevron’s Brazil Fines Look Like A Light Slap On The Wrist on July 17th
12. Kinder Morgan Earnings Will Be A Mixed Bag Amid Coal And Oil Volatility on July 17th
13. Schlumberger Pumps To $93 With Stake In Chinese Oilfield Firm Targeting Shale on July 16th
14. Duke Faces Regulatory Heat After Swapping CEO’s Hours After Its Progress Merger on July 16th
15. Utica Shale Play Is Crucial For Chesapeake’s Future on July 16th

Financial Services

1. JPMorgan Is Good For $46 Despite A Whale Of A Trading Loss on July 20th
2. E*TRADE Set For $9 Despite Weaker Trade Volumes on July 20th
3. American Express Heads To $60 As Consumer Spending Picks Up on July 20th
4. Travelers Shrugs Off Extreme Weather With Solid Results And Better Margins on July 20th
5. Goldman’s Income Sinks But Stock Still Has 20% Upside on July 19th
6. Charles Schwab Shows Encouraging Growth On Way To $20 on July 18th
7. Citi Has Big Upside Despite Lukewarm Results on July 18th
8. TD Ameritrade Is Headed To $20 Despite Trading Slump on July 18th
9. Key Drivers Behind Manulife’s $13 Stock Value on July 18th
10. Travelers Earnings Will Set The Tone For Insurers This Quarter on July 17th
11. Wells Fargo’s Fair Value Swells To $38 On Mortgage Business on July 17th
12. American Express Earnings Will Show U.S. Spending Recovery Intact on July 17th
13. E*TRADE Financial Faces Weak Trading And Low Rates Heading Into Earnings on July 16th

Industrials & Transportation

1. UPS Should Be An $86 Stock And Earnings Could Help on July 20th
2. Johnson Controls Posts Average Growth In Q3 But Cuts Outlook on July 20th
3. FedEx Risks Losing $1 Billion USPS Contract To UPS on July 19th
4. GE Earnings Will Show Solid Growth If Europe Doesn’t Get In The Way on July 18th
5. Southwest Airlines Will Face Earnings Headwinds But Stock Is Still Cheap on July 17th
6. Three Ways Norfolk Southern Can Cash In On The Shale Gas Boom on July 16th
7. Union Pacific Earnings Will Show Agriculture And Coal Weakness on July 16th

Health Care

1. Johnson & Johnson’s Steady Growth Offset By Currency Impact on July 20th
2. Abbott Meets Expectations as Humira, Nutritionals Drive Growth on July 19th
3. Merck’s Stock Gets A Boost From Osteoporosis Drug Trials on July 18th
4. Abbott Earnings: Humira And Nutritional Segments In Focus on July 17th
5. Abbott Could Feel Impact Of Studies Showing Overuse Of Drug-Eluting Stents on July 16th
6. Johnson & Johnson’s Q2 Earnings: Pharma & Synthes Deal To Drive Growth on July 16th

Media & Telecom

1. Verizon Is Fully Priced At $44 Despite Rising Data Demand on July 20th
2. Comcast And Verizon Compete On High Broadband Speeds on July 20th
3. AT&T Earnings Puts Wireless Saturation And LTE in Focus on July 19th
4. Verizon’s Earnings Will Show Juicy Data Revenues Despite A Saturated Market on July 17th

Basic Materials

1. Freeport Looks Like A Bargain Though Earnings Will Show Impact Of Weak Prices on July 17th