Trefis: Highlights Week Ending 12 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 87 top stories this week:

Technology (30 articles)

• Nokia, 3 articles (6, 10, 28)
• Apple, 2 articles (6, 27)
• Dell, 2 articles (17, 25)
• Facebook, 2 articles (3, 22)
  
• Nvidia, 2 articles (6, 19)
  
• Oracle, 2 articles (28, 30)
  

Consumer (17 articles)

Media & Telecom (12 articles)

• Sprint, 4 articles (1, 2, 4, 6)
• AT&T, 2 articles (2, 3)
• Verizon, 2 articles (2, 5)
  

Energy & Utilities (10 articles)

• Solar stocks, 7 articles (1, 2, 3, 4, 5, 7, 9)
• Suntech, 3 articles (4, 5, 7)

Financial Services (8 articles)

• Barclays, 3 articles (5, 6, 7)
• American Express, 2 articles (4, 8)
• JP Morgan Chase, 2 articles (1, 3)
  

Health Care (4 articles)

Industrials & Transportation (3 articles)

Basic Materials (3 articles)

All 87 investment stories this week are listed below.

Technology

1. Accenture Acquires avVenta To Extend Social Media Marketing Offering on October 12th
2. Will Desktop As A Service Revive NetApp’s Fortunes? on October 12th
3. Key Trends Impacting Facebook’s Outlook on October 12th
4. IBM $230 Fair Value: What We’re Watching In Earnings on October 12th
5. Look For m-commerce Growth In eBay’s Q3 Earnings on October 12th
6. Weekly Mobile Notes: Apple, Nokia and Nvidia on October 12th
7. Amazon Challenges Netflix With A New Pricing Model on October 12th
8. SAP’s Ariba Acquisition Will Fuel Cloud Business on October 12th
9. Broadcom Retains Its Leadership With A Leap To 28 nm Multicore Network Chips on October 12th
10. HP Is Worth $20 Despite Tempered Outlook Due To Its Turnaround Strategy on October 11th
11. Travelzoo Earnings: Looking For Growth In Local Deals And Mobile Traffic on October 11th
12. Shutterfly Acquires SeeHere.com Users But Expenses Remain A Concern on October 11th
13. New Tools Are Showing Some Promise For Monster’s Future on October 11th
14. New Monetization Strategies Hold The Key To Activision’s $18 Value on October 11th
15. Adobe Unveils One-Stop Shop For Ad Management And Analytics on October 10th
16. Nokia Lures Carriers With Different Lumia Models; T-Mobile Joins AT&T on October 10th
17. Upside to Dell Based on Long-Term Potential of Services & Software on October 10th
18. Symantec’s New App Helps Companies Secure Mobile Devices on October 10th
19. Nvidia Takes On Qualcomm With Its 4G LTE Compatible Tegra Processors on October 10th
20. Oracle’s Cloud And Social Push Back Our $41 Estimate on October 10th
21. Why Activision Blizzard’s Stock Is Worth 50%+ More on October 10th
22. Facebook’s Gifts And Collection Features Can Spur E-Commerce Growth on October 10th
23. Pandora’s Value Could Double If The Internet Radio Fairness Act Passes on October 9th
24. LinkedIn’s Growth Is Highly Overvalued And Competitive Risks Ignored on October 9th
25. Dell’s New Line Of Servers Could Lift Its Outlook on October 9th
26. Constant Contact Is Worth $30 As New Tools Will Drive Long-Term Growth on October 9th
27. Apple Faces China Mobile-Sized Stumbling Block Limiting China Upside Potential on October 8th
28. Nokia Extends Lumia Partnership With AT&T For Windows Phone 8 on October 8th
29. Texas Instrument’s Shift Away From Wireless Will Weigh On Its $43 Valuation on October 8th
30. Oracle To Launch Its Own IaaS, Challenges Amazon Web Service on October 8th
31. Revisiting Zynga’s $3.30 Valuation As Cash Accounts For 80% Of Stock Price on October 8th

Consumer

1. GM Plans Turn Around For Cadillac And 13 New Models In ’13 on October 12th
2. Coupons, Macro, and Michael Kors – Can Coach Overcome These Headwinds? on October 11th
3. A Bright Future Ahead For Costco on October 11th
4. Factors Influencing Our $24 Aeropostale Valuation on October 11th
5. Is The Green Mountain-Snapple Deal A Harbinger Of Better Things To Come? on October 11th
6. Wal-Mart’s Same-Day Delivery: A Defensive Play Against Amazon on October 10th
7. Las Vegas Sands Brings Paris To Macau Amid Strong Outlook For Casinos on October 10th
8. Guess? Inc.’s Stock Should Be Worth +40% More on October 10th
9. With Tricare Decision Walgreen’s Loss Is CVS’s Gain… Again on October 9th
10. 3 Reasons Abercrombie & Fitch’s Stock Looks Cheap on October 9th
11. Starbucks Updates: Expands In Scandinavia, Rolls Out New Items In U.S. on October 9th
12. Green Mountain Still Has Upside Even After Its Patent Expiration on October 9th
13. Best Buy Continues To Diversify By Selling Geek Squad Services on October 9th
14. Toyota And Honda Ride The U.S. Momentum, But China Remains A Worry on October 8th
15. Walgreen Is Worth $38 As Express Scripts Customers Return on October 8th
16. Why RadioShack May Not Reach Its $3 Fair Value on October 8th
17. Ford Cruises To $13 Fair Value With New Strategy on October 8th

Media & Telecom

1. Sprint’s Fundamentals Would Benefit From A Softbank Investment on October 12th
2. Weekly Telecom Notes: Sprint, Verizon And AT&T on October 12th
3. AT&T Continues Acquisition Spree To Meet LTE Spectrum Needs on October 12th
4. How Would Sprint Benefit From A Softbank Deal? on October 11th
5. Verizon Exceeds LTE Expectations; Will See Margins And ARPU Rise on October 11th
6. Sprint Is Worth $5.30 Excluding Takeover Rumors on October 11th
7. China Unicom’s Rapid 3G Growth Supports $22 Price Estimate on October 10th
8. Viacom’s Digital Licensing Fees Contribute More To Earnings on October 10th
9. ‘Taken 2′ Does Well At The Box Office But Does Little For News Corp’s Stock on October 9th
10. Time Warner’s Stock Is Still Undervalued On Stable Growth And Outlook on October 9th
11. DirecTV Takes On Dish’s Hopper With New DVR on October 9th
12. Disney’s Multi-Platform Distribution Deals Can Lift Margins And Outlook on October 8th

Energy & Utilities

1. Declining Polysilicon Prices Force Chinese Firms To Rethink Expansion Plans on October 12th
2. Australian Utility Sector Beckons US Solar Firms on October 12th
3. A Rough Road Ahead For Chinese Solar Firms As US Upholds Tariffs on October 11th
4. Eastern Europe Looks Promising For Suntech Power on October 11th
5. Suntech Cuts Capacity & Costs; Hires UBS To Advise On Convertible Notes on October 11th
6. Schlumberger Benefits As The UK Looks To Resume Shale Exploration on October 10th
7. Factors Driving Suntech Power And Yingli’s Valuations on October 10th
8. BP’s North Sea Gas Project Will Help Its UK Business on October 9th
9. First Solar Suffers A Setback On Panel Reliability Issues on October 9th
10. Halliburton Sees Pocket Of Growth In Africa With Higher Rig Count on October 9th

Financial Services

1. JPMorgan Reports Record Income On Mortgage Strength on October 12th
2. RBS Sells 30% Direct Line Stake In Successful IPO on October 11th
3. JPMorgan Q3 Earnings Preview: What Interest Us Most on October 11th
4. What Does Partnering With Wal-Mart Mean For American Express? on October 10th
5. Barclays Reorganizes Trading, Banking Units To Appease Investors & Regulators on October 9th
6. Barclays Strengthens Core Banking Offering With ING Direct UK Acquisition on October 9th
7. UBS And Barclays Are No Longer Top Global Brands Among Banks on October 9th
8. American Express Updates: Launches Prepaid Card Service With Wal-Mart, Faces Gov’t Scrutiny on October 8th

Health Care

1. Johnson & Johnson’s Q3 Earnings: What We Are Watching on October 12th
2. Abbott Labs Eyes Russian Pharmaceutical Market on October 12th
3. How To Justify Medtronic Reaching $50 on October 11th
4. Pfizer’s $26 Value Finds Support With Strong Prevnar Vaccine Outlook on October 9th

Industrials & Transportation

1. FedEx Focuses On Improving Margins In A Slowing Economy on October 12th
2. CSX Earnings Preview: Margins Key For Long Term Health on October 11th
3. Norfolk Southern is Worth $66 on Sound Fundamentals on October 10th

Basic Materials

1. Vale Updates: Begins Copper Production At Zambia Mine on October 12th
2. Alcoa Reports Soft Q3 Earnings But Long Term Fundamentals Are Intact on October 11th
3. Rio Tinto Showcases Large Diamonds To Garner Profits And Bidders For Diamond Business on October 8th