Trefis: Highlights Week Ending 05 October 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 83 top stories this week:

Technology (24 articles)

• Amazon, 2 articles (12, 15)
• Kayak, 2 articles (2, 11)
  
• Zynga, 2 articles (16, 19)
  

Consumer (17 articles)

Media & Telecom (10 articles)

• AT&T, 2 articles (2, 10)

Energy & Utilities (9 articles)

Financial Services (8 articles)

Health Care (8 articles)

• Abbott Laboratories, 2 articles (7, 8)
• Johnson & Johnson, 2 articles (1, 5)

Basic Materials (4 articles)

Industrials & Transportation (3 articles)

All 83 investment stories this week are listed below.

Technology

1. Lexmark Grows Its Managed Print Services Business With Statoil Deal on October 5th
2. Factors Driving Kayak’s $26 Valuation on October 5th
3. Nokia Has A $4.50 Fair Value Due To Lumia And NSN’s Prospects on October 5th
4. AOL Should Be $29 On Limited Growth Prospects on October 5th
5. EMC Appoints New CTO As Recent Acquisitions Drive 2012 Outlook on October 5th
6. Motorola Closes Psion Acquisition And Bolsters Enterprise Prospects on October 5th
7. TripAdvisor Adds Wanderfly To Its Social Portfolio on October 4th
8. Baidu’s Long-Term Prospects Sound Despite Its Mobile Monetization Woes on October 4th
9. RIM Has $12 Fair Value On International Market Adoption And Growing Subscriber Base on October 4th
10. Micron’s Worth $5 As The Impact Of Weak Memory Market Persists on October 4th
11. Kayak Shows Rapid User Growth But Google Remains A Big Threat on October 3rd
12. Amazon Wades Into Lending To Drive Market Place Sales on October 3rd
13. Verisign’s Dropping .com And .net Is A Troubling Trend on October 3rd
14. Priceline Targets Mobile Travel Space With Express Deals on October 2nd
15. Challenges Facing Amazon This Holiday Season on October 2nd
16. Zynga’s A Bit Lucky Acquisition Targets Serious Gamers on October 2nd
17. LinkedIn Aims To Squeeze More Value From Redesigned Pages With Endorsements on October 2nd
18. Qualcomm Introduces Three New Entry-Level Chipsets To Target Emerging Markets on October 2nd
19. Zynga Teams Up With Hasbro To Launch Board Games on October 1st
20. Symantec’s $26 Fair Value Driven By Mobile Security And Storage Software Growth on October 1st
21. Barnes & Noble’s Nook Video To Take On Amazon Prime Instant Video on October 1st
22. Intel Expands Mobile Computing Reach With New Atom Processors on October 1st
23. Expedia Expands Its Presence In China With eLong Partnership on October 1st
24. Outsourcing And Technology Businesses Will Drive Accenture’s Growth on October 1st

Consumer

1. How Many Big Macs Can The World Eat? on October 5th
2. Here’s Why We Think Honda Is Worth $41 on October 5th
3. Unilever Looks To Offload North American Peanut Butter Business on October 5th
4. Online Gambling Can Be A Catalyst For MGM’s Stock on October 5th
5. Why Best Buy Is Still Worth $25 on October 5th
6. Wal-Mart’s Express Stores Could Be A Valuable Source Of Growth on October 4th
7. China’s Golden Week Will Help Wynn Macau’s Mass Market Gaming Business on October 4th
8. What The Presidential Elections Mean For Tesla Motors And The EV Industry on October 4th
9. Target’s Temporary Promotions Don’t Give It An Edge Over Wal-Mart on October 3rd
10. Three Reasons Why Zipcar’s Worth $11 on October 3rd
11. GM’s Stock Can Truck Higher By Tapping Luxury Pickups Demand on October 2nd
12. Estée Lauder Looks To Build A Second Home Market In China With Osiao on October 2nd
13. Bed Bath & Beyond Gears Up For Anticipated Growth Of Specialty Stores on October 1st
14. Walgreen Earnings Drop On Express Scripts Fallout But Outlook Is Solid on October 1st
15. Philip Morris Partners With Medicago To Diversify Revenues By Selling Flu Vaccines In China on October 1st
16. Sands Cotai Central Is A Strategically Important Move For Las Vegas Sands on October 1st
17. Rising Food Prices And Razer Thin Margins Are A Bad Combination For Costco on October 1st

Media & Telecom

1. NYT Is Pricey At $10 With Subdued Digital Growth on October 5th
2. Weekly Telecom Notes: Verizon, AT&T And Sprint on October 5th
3. New Products And Long-Term Data Trends Support Juniper’s $26 Value on October 5th
4. Viacom Taps Asian Pay-TV Market Growth With Comedy Central on October 4th
5. Netflix’s Shares Soar But Concerns Still Exist on October 4th
6. Time Warner Cable To Charge A Modem Fee To Support Margins on October 3rd
7. Cisco Is Worth $26 As Margins Stabilize And Networking Focus Is Back on October 3rd
8. Is T-Mobile’s Comeback A Threat To Sprint? on October 2nd
9. After CBS’s Impressive Run What Could Drive The Stock Higher? on October 1st
10. AT&T LTE Prospects Bolstered By FCC Chairman’s Support on October 1st

Energy & Utilities

1. Duke Energy Is Worth $70 Rates Outlook And Merger Synergies on October 4th
2. ConocoPhillips May Exit Kashagan Project On Costly And Risky Outlook on October 3rd
3. Here’s Why LDK Solar Is Worth About A Dollar on October 3rd
4. Exxon Mobil Announces Expansion Of Louisiana Petrochemical Plants on October 3rd
5. Suntech Sees A Ray Of Hope With Support From Local Government on October 2nd
6. The NextEra Energy Contract Could Be A Big Win For First Solar on October 2nd
7. Brazilian Court Partially Suspends Transocean Drilling Ban on October 2nd
8. Shell’s Record Deal With Transocean Shows Importance Of Ultra-Deepwater on October 1st
9. What Could Drive Kinder Morgan Past $100? on October 1st

Financial Services

1. MetLife Broadens Its Demographic Target By Selling Insurance At Wal-Mart on October 5th
2. Financials Weekly Notes: BofA, JPMorgan And Barclays on October 5th
3. Another Day Another Glitch For Nasdaq on October 5th
4. Credit Suisse Faces Mortgage-Backed Securities Probe on October 5th
5. Banks Shift Focus On Cyber Security After Recent Attacks on October 4th
6. Politically Charged JPMorgan Lawsuit A “Template” For More Headache To Follow on October 4th
7. How Does Prudential’s Acquisition Of Hartford’s Life Insurance Business Affect Both Companies? on October 2nd
8. AIG Loses Computer Hacking Ruling To DSW on October 1st

Health Care

1. New Diabetes Drug Can Bolster J&J’s $74 Value on October 5th
2. Pfizer’s Revised To $26 Fair Value On Business Shifts on October 4th
3. Roche Could Pass $47 Fair Value On Breast Cancer Drug Potential on October 4th
4. Boston Scientific Beefs Up Its Interventional Cardiology And CRM Businesses on October 2nd
5. Johnson & Johnson’s $74 Value Hinges On Medical Devices Growth And Pharma Pipeline on October 2nd
6. Medtronic Pays Princely Sum For Greater China Access With Acquisition on October 2nd
7. Abbott Labs Updates: FDA Approves Humira for Colitis on October 1st
8. Abbott’s Ready To Pump Up Vascular Market Share With New Launches on October 1st

Basic Materials

1. Alcoa Q3 Earnings Tuesday: Aluminum Prices Will Weigh On Results on October 5th
2. Mongolia’s Decision To Honor Rio Tinto’s Oyu Tolgoi Deal Brings Relief on October 4th
3. Silver Wheaton Closes Deal With Hudbay To Ensure It Has A Robust Pipeline on October 4th
4. Newmont’s Revised Production Forecast In Indonesia May Cause Labor Troubles on October 3rd

Industrials & Transportation

1. 3M’s Ceradyne Acquisition Expands Ceramics Business on October 5th
2. Corning Feels The Pinch Of Declining Global LCD TV Shipments on October 4th
3. Lockheed’s Shareholders Have A Lot Riding On The F-35 Program’s Success on October 3rd