Trefis: Highlights Week Ending 24 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.

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 55 top stories this week:

Technology (20 articles)

• Amazon, 3 articles (8, 13, 17)
• Google, 3 articles (4, 9, 11)
• Apple, 2 articles (2, 15)
• Kayak, 2 articles (6, 11)
• Nokia, 2 articles (2, 10)
  
• Research in Motion, 2 articles (2, 5)
  

Consumer (10 articles)

Media & Telecom (9 articles)

• Verizon, 6 articles (1, 2, 3, 6, 7, 8)
• China Mobile, 2 articles (1,4)
• AT&T, 2 articles (1, 6)
  

Industrials & Transportation (4 articles)

Basic Materials (4 articles)

Health Care (4 articles)

• Medtronic, 2 articles (1, 4)

Energy & Utilities (3 articles)

Financial Services

All 55 investment stories this week are listed below.

Technology

1. Key Trends Behind Travelzoo’s $26 Price Estimate on August 24th
2. Weekly Mobile Notes: Apple, Nokia and RIM on August 24th
3. TripAdvisor’s $35 Valuation Threatened By Fake Review Concerns on August 24th
4. Google Offers Google Play Gift Cards For Android Users, Follows iTunes’ Footsteps on August 24th
5. With Turnaround At Stake, RIM Needs To Support Older BlackBerries With BES 10 on August 23rd
6. Kayak Starts Off Its Journey As A Public Company With A Strong Q2 2012 on August 23rd
7. Sina Banks On Weibo Growth To Retain Foothold In Display Advertising on August 23rd
8. Intensifying Price War can Derail Amazon in the Electronics and General Merchandise Market on August 23rd
9. Rising Chrome Use Means Search Advertising Growth for Google on August 22nd
10. Nokia’s Windows 8 Phones Likely To Arrive On Verizon on August 22nd
11. How Big A Threat Is Google To Kayak’s Business? on August 22nd
12. Applied’s Q3 Earnings Indicate A Drastic Decline In Solar Revenues This Year on August 22nd
13. Encouraging e-Book Sales and Competitive New Services Signal Bright Prospects for Amazon on August 21st
14. Factors Leading To A Potential Downside To Our $20 Valuation For Perfect World on August 21st
15. What Will Take Apple Past The $1,000 Mark? on August 21st
16. IBM To Take EMC Head-On With Flash Storage Acquisition on August 21st
17. Web Services To Drive Future Growth For Amazon on August 21st
18. eBay Experiments with Free Listing Model in a Bid to Boost Revenues on August 20th
19. Intel’s Ultrabooks: Fail or To Be Determined? on August 20th
20. Salesforce Q2 Earnings Preview: Momentum Likely To Continue on August 20th

Consumer

1. Restructuring Has Put Harley-Davidson Back on the Road to Growth and Profitability on August 24th
2. Unilever Completes Sale of North American Frozen Meals Business to ConAgra Foods on August 23rd
3. GameStop Revised to $26.75 after Q2 2012 Earnings on August 23rd
4. P&G Must Overcome Macroeconomic Headwinds in Order to Drive Growth on August 23rd
5. Best Buy Q2 Profits Decline As It Struggles With Competition And Economic Slowdown on August 22nd
6. Zipcar Expands Zipvan Service in North America on August 22nd
7. Upside Seen To GM’s Value with Reduced Working Hours, Lower Pension Risk Plans on August 22nd
8. Hillshire Brands: Long-Term Growth Prospects and Concerns on August 21st
9. Altria’s Sensitivity to the U.S. Cigarette Market Decline on August 20th
10. Target Focuses On Expansion And New Initiatives, Raises FY2013 Guidance on August 20th

Media & Telecom

1. Weekly Telecom Notes: Verizon, AT&T and China Mobile on August 24th
2. Verizon Receives Final Approval For Spectrum Deal on August 24th
3. Verizon Likely To Receive FCC Approval For Cable Deals Soon on August 23rd
4. China Mobile Needs To Step Up As 3G Growth Slows on August 22nd
5. China Unicom Races Ahead To $23; Narrows China Mobile’s 3G Lead In July on August 22nd
6. Verizon’s Cable Spectrum Deal May Cause AT&T To Partner With Dish on August 21st
7. Weekly Telecom Notes: Sprint Debt Sale, Verizon Close To Acquiring Spectrum on August 20th
8. Verizon Close To Securing Additional Spectrum, Maintains LTE Lead on August 20th
9. Should You Invest In Netflix? on August 20th

Industrials & Transportation

1. Norfolk Southern Has Upside on Natural Gas, Housing Recovery on August 23rd
2. Caterpillar Feels The Pinch Of High Interest Rates In China on August 21st
3. Delta Is Right In Hedging Jet-Fuel Prices on August 21st
4. Southwest Hikes Passenger Fares On Rising Fuel Prices, Others Follow Suit on August 21st

Basic Materials

1. Production At Pueblo Viejo May Shore Up Investor Sentiment on August 24th
2. Latest Opinion Poll Shows That Fate Of Newmont’s Conga Project Is In Jeopardy on August 23rd
3. Barrick Gold In Talks To Sell The African Barrick Gold Business on August 22nd
4. Proposition 37 Threatens GM Foods Industry; DuPont and Other Companies Fight Back on August 21st

Health Care

1. Medtronic: Revised $45 Price Estimate Following Earnings on August 24th
2. Pfizer May Extract More From Tofacitinib, Drug Further Delayed on August 22nd
3. Abbott’s Next-Generation Stent To Enter Europe After CE Approval on August 21st
4. Medtronic Q1 Earnings Preview: What We Are Watching on August 20th

Energy & Utilities

1. $90 Fair Value For Kinder Morgan On Rising Gas Usage, Coal Export on August 24th
2. Alpha Natural Resources Is Worth $9 And Here’s Why on August 21st
3. Suntech Earnings Preview: Executive Shake Up, Charges in Focus on August 20th

Financial Services

1. E*TRADE Worth $8 But Could Be Acquired on August 24th