Trefis: Highlights Week Ending 10 August 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 106 top stories this week:

Technology (34 articles)

• Amazon, 3 articles (5, 7, 32)
• Qualcom, 3 articles (4, 10, 33)
• Apple, 2 articles (4, 24)
  
• Groupon, 2 articles (1, 18)
• Micron, 2 articles (22, 28)
• Monster, 2 articles (27, 31)
  
• Nvidia, 2 articles (3, 21)

Consumer (18 articles)

• CVS, 2 articles (9, 18)

Energy & Utilities (13 articles)

• First Solar, 2 articles (7, 13)

Media & Telecom (13 articles)

• Dish Network (2 articles (1, 10)
• Sprint, 3 articles (3, 5)
• AT&T, 2 articles (3, 13)
  
• Verizon, 2 articles (3, 4)

Financial Services (9 articles)

Basic Materials (8 articles)

Industrials & Transportation (6 articles)

Health Care (5 articles)

• JNJ, 2 articles (1, 4)

All 106 investment stories this week are listed below.

Technology

1. Groupon’s Marketing Expenses Will Weigh On Earnings But New Offerings Are The Key on August 10th
2. Google Adds Gmail Search To Its Main Search Offering on August 10th
3. Nvidia Posts Solid Earnings Backed By Tegra 3 & Kepler Architecture on August 10th
4. Mobile Weekly Notes: What’s Cooking In Asia For Apple And Qualcomm on August 10th
5. Ebay Bets On Same-Day Delivery To Compete With Amazon on August 9th
6. Paychex’s Growth Stymied By Global Economic Uncertainty on August 9th
7. Amazon Takes On Zynga, Launches Amazon Game Studios on August 9th
8. Cree’s Growth May Not Hold As Sluggish Macro Leads To Slowdown on August 9th
9. Verisign’s Good News Keeps Rolling In on August 9th
10. Qualcomm Dials Up $69 On Smartphone Demand In Emerging Markets on August 9th
11. AOL’s Share Buyback Lifts Stock But May Signal Limited Growth Opportunities on August 9th
12. EMC-Lenovo Partnership Will Boost EMC Storage Sales In China on August 9th
13. Why HP’s $8 Billion Write Off Is Not All Bad News on August 9th
14. Accenture Expands Into Clinical And Regulatory Information Services on August 8th
15. Shutterfly Is Worth $47 With All Eyes On Q4 on August 8th
16. Dell Extends Cloud Play With Dell PartnerDirect Program on August 8th
17. Salesforce Leads The Pack In Sales Force Automation With Social Media Technology on August 8th
18. Groupon Now! Gets Nokia Maps Push on August 8th
19. AMD’s Powerful Workstation Graphics Line Takes Aim At Nvidia on August 8th
20. Priceline’s Guidance Deflates The Surge In OTA Stocks on August 8th
21. Nvidia’s Earnings To Give Update On Mobile Progress on August 7th
22. Micron To Benefit From Falling Inventory & Strengthening DRAM Prices on August 7th
23. Microsoft Is Worth $41 On Stable Demand For Its Franchise Products on August 7th
24. Foxconn-Sharp Deal Will Give Apple Greater Control Over Its Supply Chain on August 7th
25. OpenTable Shares Rocket Higher On Upbeat Earnings And Repurchase Plans on August 7th
26. Constant Contact Finds That Small Businesses Need Big Social Media Help on August 7th
27. Weak Q3 Forecast Weighs On Monster’s Outlook on August 7th
28. Micron Is Worth $7 Though Weak Memory Demand Continues on August 6th
29. ARM-TSMC Collaboration Will Threaten Intel’s Dominance In Servers on August 6th
30. Kayak’s $31 Valuation: Upside/Downside Scenario on August 6th
31. Monster Battles Macro Headwinds With Weak Results But Shares Still Look Cheap on August 6th
32. Amazon Takes Aim At Netflix With New iPad App on August 6th
33. Qualcomm’s Will Battle Asian Chip Makers For China’s Smartphone Market on August 6th
34. LinkedIn Sales Were Solid But Costs Are Still A Concern on August 6th

Consumer

1. Examining The Issues Faced By The Battery Electric Vehicles (BEV) Industry on August 10th
2. Home Depot Q2 Earnings Preview: Flat Sales Growth Expected on August 10th
3. Kimberly-Clark Rolls Up $86 Value On International Growth And Fat Margins on August 10th
4. Japan Tobacco Rebrands Mild Seven To Compete With Marlboro on August 9th
5. MGM Reports Loss in Q2, Helped by Improved Room Revenues on August 9th
6. Avon Products Is Worth $18 And Looking At A Long Recovery on August 9th
7. Three Reasons Why Harley-Davidson’s Worth $56 on August 9th
8. Chipotle Deserves A $400 Stock Price And Here’s Why on August 9th
9. The CVS Caremark Growth Engine Rolls On And Raises Guidance on August 8th
10. L’Oreal Shows Strength In U.S. Market But Slowing Asian Luxury Sales A Concern on August 7th
11. Jones Group Is Revised To $13.85 On Better Inventory Management on August 7th
12. Europe Exposure Could Trample Ralph Lauren’s Earnings on August 7th
13. Revlon’s U.S. Sales Support $17 Fair Value on August 7th
14. P&G Speeds Up Cost-Cuts And Price-Cuts To Recover Market Share And Margins on August 7th
15. Kraft Shows Growth Appetite But Currency Takes A Bite From Earnings on August 6th
16. Honda’s Recovery Hits Overdrive On Solid Results on August 6th
17. Toyota Raises Guidance After Impressive Sales Recovery on August 6th
18. Can CVS Caremark Deliver On Earnings Again? on August 6th

Energy & Utilities

1. Canadian Rig Count Growth Helps Baker Hughes But Low Prices Still A Concern on August 10th
2. Kinder Morgan Buys Tennessee Gas Pipeline And 50% Stake In El Paso Natural Gas on August 9th
3. Trina Solar To Get A Boost As China Ups Solar Installations Target By 40% on August 9th
4. Chesapeake Results Confirm Liquids Shift; Updated $21 Fair Value on August 8th
5. Duke Is Worth $70 As Progress Merger Unlocks Value on August 8th
6. Can Coal Exports Compensate For Domestic Coal’s Plunge? on August 8th
7. First Solar 350 Mega Watt Project To Get Fast Track Approval on August 8th
8. Chevron’s California Refinery Mishap Could Impact Downstream Earnings on August 8th
9. Alpha Natural Resources Earnings Will Show King Coal’s Struggles on August 7th
10. Transocean Can Pump To $58 With Strong Offshore Business on August 7th
11. Energy Crunch Could Force South Africa To Allow Shale Exploration on August 6th
12. LDK May Benefit From Chinese Move to Investigate Polysilion Imports on August 6th
13. First Solar Reports Profits on Project Sales; Sustainability in Focus on August 6th

Media & Telecom

1. Why Is Dish Not Raising Prices? on August 10th
2. Cisco Looks Like A $23 Stock Heading Into Earnings on August 10th
3. Verizon’s Higher Data Tiers May Entice Unlimited Data Users on August 10th
4. Weekly Telecom Notes: AT&T’s 2G Phase-Out, Sprint’s iPhone Discount And Verizon’s High Data Plans on August 10th
5. Sprint Discounts iPhone 4S To Goose Sales Ahead Of iPhone 5 Launch on August 9th
6. Dish’s Q2 Disappoints With Subscriber Losses And Declining Profits on August 9th
7. Sirius XM Stock Shifts To Higher Gear On Solid Results on August 8th
8. Disney’s Engines For Growth Are Still Purring on August 8th
9. CBS Shows Dip In Revenues But Key Drivers Are Still Rock Solid on August 7th
10. Dish Network Earnings Preview: What We Are Watching on August 7th
11. Viacom Reports Dull Q3 Earnings But Shares Still Look Cheap on August 7th
12. Latin America Booms As U.S. Growth Stalls For DirecTV on August 6th
13. AT&T Will Refarm 2G Spectrum For Future 3G/LTE Spectrum Needs on August 6th

Financial Services

1. Despite A Dip In Earnings NYSE Looks Set For $34 on August 8th
2. Morgan Stanley Looks To Trim Its Brokerage Business on August 8th
3. Mortgage Repurchases Could Cost Wells Fargo An Additional $2.6 Billion on August 8th
4. AIG’s Fundamentals Remain Strong; Fairly Valued At $31 on August 8th
5. Manulife Earnings Preview: Asia Again Holds The Key on August 8th
6. RBS Ends Up With Lukewarm Earnings Over Trading Slump on August 7th
7. Hartford Heads For $18 With Propery & Casualty Focus on August 7th
8. Bank Shares Snap Back From Recent Slide As Confidence Returns on August 6th
9. MetLife Reaches $35 Riding EM Growth on August 6th

Basic Materials

1. Fitch Downgrades ArcelorMittal Adding To Company’s Woes on August 9th
2. Commodity Pricing Slide Drags On Rio Tinto’s Earnings on August 9th
3. Silver Wheaton’s Earnings Will Show Global Weakness on August 8th
4. Rio’s Results Will Show The Challenging Macro Conditions on August 8th
5. U.S Steel Reports Weak Earnings Yet Tops Market Expectations on August 7th
6. DuPont Could Sell Coatings Division to Carlyle Group in $4.5 Billion Deal on August 7th
7. Newmont Disappoints Due To Rising Costs And Production Challenges on August 6th
8. Barrick Gold’s Weak Earnings Raise Concerns But Long Term Outlook Is Intact on August 6th

Industrials & Transportation

1. Corning And Samsung Shift Manufacturing Capacity From Korea To China on August 10th
2. How Railroad Companies Could Benefit From Shale Gas Boom on August 9th
3. GE Expands Mining Equipment Portfolio With Fairchild Acquisition on August 8th
4. United Technologies Flies To $102 With Broader Aerospace Reach on August 7th
5. Boeing Leads In The Race With Airbus For New Orders In 2012 on August 7th
6. Lockheed Martin Develops Sub To Spot Oil Leaks For Offshore Drilling Needs on August 7th

Health Care

1. Johnson & Johnson’s New DePuy Synthes Division Sees Traction on August 10th
2. Bristol-Myers’ $35 Fair Value: Amylin Acquisition Helps Target Diabetes Market on August 10th
3. Revising Boston Scientific To $6 On Weaker Sales on August 9th
4. Johnson & Johnson Mulls Acquisition of Baby Product Manufacturer in China on August 9th
5. Pharma Giants Nervous As India Contemplates Regulating Patented Drug Prices on August 8th