Trefis: Highlights Week Ending 19 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 99 top stories this week:

Technology (30 articles)

• Cree, 2 articles (18, 30)
• E-Bay, 2 articles (14, 27)
• Google, 2 articles (6, 25)
• Groupon, 2 articles (10, 16)
  
• Intel, 2 articles (19, 29)
  
• Microsoft, 2 articles (23, 28)
• Nokia, 2 articles (1, 24)
  

Financial Services (17 articles)

• E-Trade, 2 articles (2, 14)
• Travelers’, 2 articles (1, 12)

Consumer (13 articles)

• Coca Cola, 2 articles (6, 13)
• Pepsico, 2 articles (3, 8)
• Philip Morris, 2 articles (1, 7)

Media & Telecom (12 articles)

• Netflix, 3 articles (1, 7, 10)
• Sprint, 2 articles (9, 12)
• Verizon, 2 articles (2, 8)
  

Energy & Utilities (11 articles)

• Solar stocks, 4 articles (1, 3, 8, 10)
• Haliburton, 2 articles (6, 11)
• Schlumberger, 2 articles (2, 4)

Industrials & Transportation (7 articles)

• Union Pacific, 2 articles (2, 7)

Basic Materials (5 articles)

• Rio Tinto, 3 articles (3, 4, 5)

Health Care (4 articles)

All 99 investment stories this week are listed below.

Technology

1. Nokia Earnings: Lumia Disappoints But NSN Gives Plenty To Cheer on October 19th
2. NetLogic Revenues And Wireless Conectivity Could Bolster Broadcom’s Earnings on October 19th
3. Verisign Looks Like Even Money Heading Into Earnings on October 19th
4. NetApp Looks Cheap With 40% Of Its Stock Price In Cash on October 19th
5. Amid Dismal Results AMD Remains Upbeat On Its Restructing Plans on October 19th
6. Google Banks On Mobile Growth As Motorola Drags Down Earnings on October 19th
7. SanDisk Shows Signs of Stabilizing In Volatile NAND Industry on October 19th
8. Investors Pray For Solid Windows 8 Sales After Microsoft’s Dismal Earnings on October 19th
9. VMware’s Undervalued Due To Its Dominance In A High Growth Market on October 18th
10. Groupon Diversifies Its Business And Could Be Worth $8 on October 18th
11. TI’s Q3 Earnings Preview: Gross Margins & OMAP Revenues In Focus on October 18th
12. Yahoo Q3 Earnings Preview: Looking For A Clear Strategy on October 18th
13. IBM’s Analytics And Smarter Planet Are Bright Spots Amid US And Europe Slowdown on October 18th
14. eBay’s Marketplaces Growth Picks Up As PayPal’s Surge Continues on October 18th
15. Look For Strategy Updates In Monster Worldwide’s Earnings on October 18th
16. Groupon Launches Breadcrumb To Expand Its Reach In Hospitality Industry on October 17th
17. Qualcomm Maintains App Processor Lead Despite Emerging Markets Threat on October 17th
18. Cree Earnings Brighten On Better Margins And LED Market Recovery on October 17th
19. Intel’s Earnings Succumb To Slowdown In The PC Market on October 17th
20. SanDisk Q3 Earnings Preview: Smartphone Sales To Buoy Growth on October 16th
21. Shutterfly’s Rising Capital Expenses A Concern Ahead Of Its Q3 Earnings on October 16th
22. Hotel Bookings Could Provide Upside For Travelzoo’s Stock on October 16th
23. Office Will Need To Prop Up Microsoft’s Earnings Ahead Of Windows 8 on October 16th
24. Lumia And Cash Flow In Focus For Nokia’s Earnings on October 16th
25. Google Q3 Earnings Preview: Search, Display And Social In Focus on October 16th
26. Mobile Is The Biggest Risk To Our Facebook Estimates on October 15th
27. eBay Diversifies Into Daily Deals To Take On Groupon on October 15th
28. Microsoft’s Entry In Music Could Threaten Pandora’s Future on October 15th
29. Intel’s Q3 Earnings Will Grapple With Slow PC Growth on October 15th
30. Cree Might Struggle To Sustain Its Growth Momentum In Earnings on October 15th

Financial Services

1. Favorable Weather Conditions Help Travelers’ Q3 Top-Line on October 19th
2. E*TRADE Earnings Wiped Out On Unexpected Bankruptcy Data on October 19th
3. Capital One Reports Profitable Quarter; Warns Of Higher Future Charge-Offs on October 19th
4. Morgan Stanley’s Trading Business Carries Results on October 18th
5. American Express’s Core Businesses Looks Solid on October 18th
6. U.S. Bancorp Churns Out Record Results As Mortgage Revenues Soar on October 18th
7. Hartford Financial Worth $21 After Sale Of Non-Core Businesses on October 17th
8. CME Group To Allow Cross Margining To Gain OTC Market Share on October 17th
9. BofA Reports Q3 Profit Despite Lawsuit Settlement And Accounting Charge on October 17th
10. Strong Overall Performance Helps Citigroup Side-Step Smith Barney Write-Off on October 16th
11. Goldman Raises Dividend After Strong Q3 Results on October 16th
12. Travelers Earnings Will Shine On Improved Outlook on October 16th
13. Schwab Navigates Tough Trading Environment With Asset Management, Other Fees on October 16th
14. Declining DART Could Drag On E*TRADE’s Q3 Earnings on October 15th
15. A Look At Manulife’s Asian Strategy – China and Japan on October 15th
16. American Express Q3 Earnings Preview: What We’re Watching on October 15th
17. Wells Fargo Delivers Solid Results On Mortgage Strength And Low Costs on October 15th

Consumer

1. Philip Morris Shows Weak Results On European Headwinds on October 19th
2. Wal-Mart Enters Life Insurance With MetLife – Sounds Big But Impact Is Small on October 18th
3. PepsiCo Shows Strong Pricing But Offset By One-Offs And Currency Headwinds on October 18th
4. Target Responds To Smaller Store Concept With Its CityTarget Stores on October 17th
5. Olympic Sponsorship, Higher Input Costs To Weigh On McDonald’s Q3 Earnings on October 17th
6. Coca-Cola Delivers Mixed Results As Higher Margins Are Offset By A Strong Dollar on October 17th
7. Australia And Europe Will Weigh On Philip Morris’ Earnings on October 17th
8. PepsiCo Earnings Preview: Trends To Watch on October 16th
9. Chipotle Earnings Preview: All Eyes On Sales Growth on October 16th
10. Bed Bath & Beyond Joins Merchant Customer Exchange As Retailers Pursue Mobile Payments on October 15th
11. Best Buy Stores Match Amazon’s Prices To Tackle Showrooming on October 15th
12. Here’s How Ford Plans To Benefit From High Gas Prices on October 15th
13. Coca-Cola Earnings Preview: International Volume to Grow, Margins May Soften on October 15th

Media & Telecom

1. Netflix Earnings Preview: U.S. Subscriber Growth And Margins In Focus on October 19th
2. Verizon’s Margins Improve As Postpaid Net Adds Surprise On The Upside on October 19th
3. Why Is Time Warner Cable Doing Well In Broadband? on October 18th
4. Key Risks To Dish Network’s Stock on October 18th
5. Sirius XM Stock Inches Up, What Would A $3 Price Imply? on October 18th
6. NBC Off To A Good Start, What Does That Mean For Comcast? on October 17th
7. The U.S. Netflix Story: Evolving Competition Threatens Growth on October 16th
8. Verizon’s ARPU Growth And LTE Adoption In Focus For Earnings on October 16th
9. Softbank Can Lift Sprint’s Fundamentals With $20 Billion Investment on October 16th
10. Netflix Expands To Scandinavia But Margin Pressures Will Continue on October 16th
11. Key Industry Trends Helping And Hurting Media Stocks on October 15th
12. What Does Sprint’s SoftBank Deal Mean For Its Stock? on October 15th

Energy & Utilities

1. Solar Sector: The Week In Review on October 19th
2. Growing Chinese Shale Exploration Presents An Opportunity For Schlumberger on October 19th
3. The State Of Affairs In The German Solar Energy Space on October 19th
4. Here’s What Will Drive Schlumberger’s Q3 Results on October 18th
5. Baker Hughes Earnings Should Improve On Higher Oil Prices on October 18th
6. Halliburton Upbeat On International Business As North America Remains Lackluster on October 18th
7. Yingli’s Latin America Plans Begin To Take Shape With Peru Project on October 17th
8. SunPower Continues Restructuring Drive To Boost Efficiency And Cut Costs on October 16th
9. Kinder Morgan Q3 Earnings To Show Moderate Growth on October 16th
10. First Solar Benefits As Obama Administration Approves Utility Scale Solar Roadmap on October 15th
11. Halliburton Q3 Earnings Preview: International Operations In The Spotlight on October 15th

Industrials & Transportation

1. 3M’s Earnings Will Show Emerging Markets Growth on October 19th
2. Union Pacific Impresses With Record Results Despite A Tough Economy on October 19th
3. Higher Fares Support Southwest’s $9.65 Value And Outlook on October 19th
4. Caterpillar Will Show Declining Mining Activity In Q3 Earnings on October 19th
5. GE’s Industrial Businesses Will Carry Results Despite A Sick Europe on October 17th
6. CSX Looks Solid Despite The Slowdown on October 17th
7. Don’t Expect Union Pacific Results To Haul In Big Growth on October 17th

Basic Materials

1. Looking At The Key Drivers To DuPont’s Earnings on October 19th
2. Freeport Earnings Preview: Projects On Track And Fundamentals Intact on October 19th
3. Resource Nationalism In Mongolia Returns To Haunt Rio Tinto on October 18th
4. Rio Q3 Output Up Despite China Challenge; Yearly Guidance Intact on October 17th
5. Rio Tinto Alcan Explores Cost Cuts Amid Challenging Market Conditions on October 15th

Health Care

1. JNJ Exceeds Expectations As Pharma, Synthes Acquisition Drive Growth on October 19th
2. Boston Scientific Q3 Earnings Preview on October 17th
3. Abbott Q3 Earnings Preview: What We Are Watching on October 16th
4. Roche Holdings Q3 Sales Updates: What We Are Watching on October 15th