Trefis: Highlights Week Ending 31 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 68 top stories this week:

Technology (21 articles)

• Apple, 3 articles (1, 2, 4)
• Microsoft, 2 articles (13, 19)

Consumer (20 articles)

• Heintz, 2 articles (6, 20)
• Walmart, 2 articles (1, 2)

Industrials & Transportation (8 articles)

• Union Pacific, 2 articles (2, 3)

Health Care (8 articles)

• JNJ, 2 articles (1, 4)

Basic Materials (5 articles)

• Rio Tinto, 2 articles (4, 5)

Energy & Utilities (4 articles)

• Duke Energy, 2 articles (1, 3)
• Kinder Morgan, 2 articles (2, 4)

Media & Telecom (2 articles)

Financial Services (No articles this week)

All 68 investment stories this week are listed below.

Technology

1. Weekly Mobile Notes: Apple’s Patent Win on August 31st
2. Apple Patent Tide Could Lift Microsoft, Nokia and Maybe Even RIM on August 31st
3. Expedia Taps The Mobile Travel Space With Exclusive Deals on August 31st
4. The New Kindle Fire Gets Nokia Mapping Services on August 31st
5. Accenture To Acquire Singapore Based NewsPage on August 31st
6. Priceline’s Stock Rides Big International Growth Opportunity on August 30th
7. F5 Integrates With VMware To Enhance Its Network & Security Program on August 30th
8. Could OMAP Processors & Connectivity Solutions Save TI’s Market Share In Wireless? on August 30th
9. Zappos’ PinPointing Needs Work And Is Unlikely To Move The Needle on August 29th
10. Improvement In NAND Flash Memory Price Can Lift Micron’s Stock on August 29th
11. Yahoo Can Hit $19 On Strong User Engagement And Mayer’s Midas Touch on August 29th
12. AMD Slashes Radeon Prices To Compete With Nvidia on August 29th
13. Microsoft Redesigns Its Logo In Symbolic Rebranding on August 28th
14. Apple’s Patent Win Could Start A Fundamental Shift In Industry Innovation on August 28th
15. Perfect World Needs New Games & Expansion Packs To Revive Revenue Growth on August 28th
16. Weak Job Market Will Limit Growth For ADP And Paychex on August 28th
17. eBay To Launch Global Shipping Service To Boost Its Martketplace Revenues on August 28th
18. PayPal Expands Offline Presence With Discover In Partnership on August 27th
19. Microsoft Targets Interactive TV, Young Viewers With Xbox LIVE Election Coverage on August 27th
20. Broadcom’s Focus On Low-Cost Smartphone Market To Increase Its Share In Application Processors on August 27th
21. Key Trends Behind Travelzoo’s $26 Price Estimate on August 26th

Consumer

1. Walmart Plans An Early Launch Of Its Layaway Program on August 31st
2. Wal-Mart Focuses On Smaller Format Stores And Cost Reduction on August 31st
3. Nike Replaces Umbro As English Soccer’s Uniform on August 31st
4. Unilever Treats Europe Like Asia: Smaller Packaging, Cheaper Products on August 30th
5. Estee Lauder’s Online Growth Will Help Reach Emerging Market Customers on August 30th
6. Heinz Q1 Earnings Show Big Emerging Markets Growth And Negative Currency Impacts on August 30th
7. McDonald’s Heads To Siberia After Success In Western Russia on August 30th
8. Daimler Focuses On Partnership & Local Production To Improve Margins on August 30th
9. Honda Can Fatten Margins With More North American Production on August 30th
10. Ford Is Well Positioned For Obama’s Higher Fuel Efficiency Standards on August 30th
11. Colgate-Palmolive Executes On Its Global Strategy But Is Fairly Valued For Now on August 29th
12. Hertz-Thrifty Deal: What Does It Mean For Zipcar? on August 29th
13. Toyota Targets Developing Countries En Route To $90 on August 29th
14. Home Depot Plays Online Matchmaker For Contractors And Buyers on August 29th
15. GM Drives To $24 By Fixing Its European Business on August 29th
16. Can China Take Ford to $12? on August 29th
17. Starbucks Still Has More Room For Upside on August 28th
18. Guess? Revised To $36 As Near Term Weakness Clouds Outlook on August 28th
19. Walgreen To Launch Loyalty Program To Win Back Customers on August 28th
20. Heinz Earnings Will Show International Impact And Margin Trend on August 28th

Industrials & Transportation

1. GE Helps Businesses Stay Running With Secure Power Source on August 30th
2. Union Pacific’s Coal Freight Business Rebounds From Powder River Basin Activity on August 30th
3. Union Pacific’s Cleaner Locomotives Could Squeeze Margins Over Time on August 29th
4. Boeing Revs Up Production Rate Of 787s With Third Assembly Line on August 29th
5. 3M’s Spray Adhesive For Geotextile Seaming Impresses on August 29th
6. Johnson Controls Is Positioned For Higher Share Of The Li-ion Battery Market on August 28th
7. Qantas Cancellations Show Boeing’s Vulnerability To Macro Weakness on August 27th
8. Lockheed Martin Wins A Flurry Of New Contracts In August on August 27th

Health Care

1. JNJ Updates: Strikes Cancer Deal, Zytiga Gets FDA Priority Review Status on August 31st
2. Abbott Labs: FDA Panel Backs Humira for Colitis, Gets Additional Treatment Approval In Europe on August 31st
3. Merck Bets On Cardiovascular Drugs Vorapaxar And Tredaptive For Future Growth on August 29th
4. Bone Putty Recall Adds To JNJ’s Woes on August 28th
5. Roche Well Placed To Capture Breast Cancer Market Growth on August 28th
6. Pfizer Could Acquire India’s Stride Acrolab’s Injectables Unit on August 27th
7. FDA Raises Concerns About Humira’s Efficacy For Colitis on August 27th
8. Bristol-Myers Books $1.8 Billion Loss On Discontinuing Development Of Hep-C Drug on August 27th

Basic Materials

1. Chile Court Ruling Has Potential Implications For Barrick Gold’s Mines on August 31st
2. Dow Bets On New Solar Film Technology To Make Solar Energy Viable on August 30th
3. Valemax Service Resumption In China Faces More Hurdles on August 30th
4. Rio Tinto Is Confident About China Power Supply Agreement For Mega Mine on August 29th
5. Rio Tinto’s Indian Diamond Mine Investment Will Help Valuation Of Diamond Business on August 27th

Energy & Utilities

1. How Will Nuclear Power Shape Duke Energy’s Focus Post-Merger? on August 29th
2. Kinder Morgan To Sell Assets As Part Of KMI-El Paso Deal on August 28th
3. Duke Energy Teams Up With Toyota For Electric Car Pilot Project on August 28th
4. Mexican Demand For Gas To Bolster Kinder Morgan’s Natural Gas Pipelines on August 28th

Media & Telecom

1. New York Times’s New CEO Sharpens Its Digital Focus on August 29th
2. Cisco Is Worth $23.50 As Restructuring Pays Off on August 27th