Trefis: Highlights Week Ending 02 November 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 clickable table of contents and most covered companies of the week.

Table of Contents for the 100 top stories this week:

Technology (25 articles)

• ADP, 2 articles (6, 22)
• Baidu, 2 articles (13, 20)
• Electronic Arts, 2 articles (17, 23)
• LinkedIn, 2 articles (8, 15)
  
• Priceline, 2 articles (4, 9)
  
• Trip Advisor, 2 articles (7, 24)
• Yelp, 2 articles (3, 16)

Consumer (22 articles)

• Estee Lauder, 2 articles (6, 15)
• Ford, 2 articles (13, 22)
• GM, 2 articles (9, 16)
  

Energy & Utilities (15 articles)

• BP, 2 articles (10, 15)
• Chesapeake Energy, 2 articles (11, 12)
• First Solar, 2 articles (1, 14)
• LDK Solar, 2 articles (4, 5)
• Sunpower, 2 articles (2, 8)
  

Industrials & Transportation (10 articles)

• Johnson Controls, 2 articles (2, 8)

Financial Services (8 articles)

• CME Group, 2 articles (1, 4)
• Nasdaq OMX, 2 articles (3, 5)

Basic Materials (8 articles)

• Arcelor Mittal, 2 articles (2, 6)
• U.S. Steel, 2 articles (4, 7)

Health Care (8 articles)

Media & Telecom (13 articles)

All 100 investment stories this week are listed below.

Technology

1. AOL Needs More Visibility On Growth To Justify Its Stock Price on November 2nd
2. Sina’s Preview: Advertising Revenue & Operating Expenses In Focus on November 2nd
3. Yelp Still Looks Pricey Despite Its Mobile And Global Growth on November 2nd
4. Priceline’s Results Show That European Business Is Solid on November 2nd
5. Shutterfly’s Enterprise Segment Blossoms In An Otherwise Weak Quarter on November 2nd
6. ADP’s Results Provide Support For $61 Valuation on November 2nd
7. TripAdvisor Results Impress With Global, Mobile Growth on November 2nd
8. LinkedIn Sustains High Growth Amid Several Product Enhancements on November 2nd
9. Priceline’s Earnings Growth Could Be Offset By A Slowdown In Europe on November 1st
10. EMC Strengthens RSA Business With Silver Tail Acquisition on November 1st
11. Key Concerns Impacting Cree’s $29 Valuation on November 1st
12. Key Concerns Impacting Our Texas Instruments $39 Price Estimate on October 31st
13. Search Strength And Mobile Growth Are Key To Baidu’s $125 Value on October 31st
14. Nokia Prepares For U.S. Assault As Verizon Boards The Lumia Bus on October 31st
15. LinkedIn Q3 Earnings Preview: Growth On Track But Rising Costs A Concern on October 31st
16. Yelp Earnings Preview: What We’re Watching on October 31st
17. Electronic Arts Reports Strong Growth In High Margin Digital Revenues on October 31st
18. AMD-ARM Collaboration Can Give AMD’s Server Business New Life on October 30th
19. Perfect World Aims To Stabilize Its User Base With New Games on October 30th
20. Baidu Shows Strong Customer Growth But Mobile Questions Remain on October 30th
21. Windows 8 Platform Is Key To Microsoft’s $41 Value on October 29th
22. ADP Earnings Preview: It’s All About Job Growth on October 29th
23. Electronic Arts Earnings: FIFA 13 And Declining Video Game Sales In Focus on October 29th
24. TripAdvisor Earnings Preview: Operating Expenses, Social Media & Mobile Initiatives In Focus on October 29th
25. Will Amazon’s Servers Be Ready For The Storm? on October 29th

Consumer

1. Nike Goes High Tech To Defend Its Profitability on November 2nd
2. Urban Joins Other Leading Retailers With Asian Expansion on November 2nd
3. Las Vegas Sands Continues To Expand In Macau, Slow Results From Singapore on November 2nd
4. Toyota’s Earnings: Weak Chinese Sales Could Spoil An Otherwise Strong Quarter on November 2nd
5. Avon Faces Tough Road To Recovery As Sales Shrink on November 2nd
6. Estée Lauder Results Shine Despite European Blemishes on November 2nd
7. Gap Readies For Global Future With Brand Focused Leadership And E-Commerce on November 1st
8. MGM Looks To A Better Future Despite Soft Results In The U.S. on November 1st
9. GM Rides U.S. And China Momentum But Europe Is Still A Worry on November 1st
10. Key Trends Driving Costco’s $110 Value on October 31st
11. LVS Earnings Preview: Macau Results Could Be A Mixed Bag on October 31st
12. China Drags On Honda’s Earnings Clouding Its Outlook on October 31st
13. Ford Posts Strong N. American Profits But Europe Bleeds Red In The Near Term on October 31st
14. Key Trends Impacting American Eagle Outfitters on October 30th
15. Estée Lauder Looks To Ride China And LatAm Growth In Earnings on October 30th
16. GM Earnings: North America And China Are Steady But Europe Is A Worry on October 30th
17. Target’s Credit Card Sale Drives Value With Strong Financing Partner And Lower Debt on October 30th
18. Weak European Market And Slowing Chinese Sales Hobble Daimler’s Earnings on October 30th
19. Dunkin’ Brands Reports Strong Q3 With Wider Global Presence And Moderate Sales Growth on October 30th
20. Ralph Lauren’s Earnings Will Show China Network Consolidation And Struggling Europe on October 30th
21. Wynn Resorts Remains Optimistic Despite Soft Macau Results on October 29th
22. Ford Earnings: All Eyes on Europe As North America, China Expected to Remain Strong on October 29th

Energy & Utilities

1. First Solar’s Results Look Light Despite Some Operational Improvements on November 2nd
2. SunPower Earnings Show Signs Of A Turnaround on November 2nd
3. Transocean’s Earnings: Deepwater Operations And Rigs Sale Will Drive Results on November 2nd
4. China’s Investigation Into EU Polysilicon Imports Could Impact Yingli And LDK on November 1st
5. LDK Solar Props Up Balance Sheet With New Equity And Leaseback Agreements on November 1st
6. Lower Realized Prices Will Zap Chevron’s Results on November 1st
7. Alpha Natural Resources Preview: Weak Met Coal Demand Could Impact Results on November 1st
8. Factors That Will Drive SunPower’s Earnings on October 31st
9. Exxon Mobil’s Higher Production Capacity Could Offset Weaker Prices In Earnings on October 31st
10. BP’s Earnings Show Surprising Strength on October 31st
11. Lower Natural Gas Prices Could Weigh On Chesapeake’s Q3 Earnings on October 31st
12. How Natural Gas Prices Can Take Chesapeake To $23 on October 30th
13. Anadarko’s Future Looks Bright As Earnings Show Solid Growth on October 30th
14. First Solar Earnings: All Eyes On Cost Control And Utility Projects on October 30th
15. BP’s Earnings: Russian Partner Swap, Asset Sales And Lower Realized Prices on October 29th

Industrials & Transportation

1. Alaska’s Earnings Elevate On Higher Traffic And Lower Fuel Bill on November 1st
2. A Weak Europe Offsets Johnson Controls’ Gains From Asia on November 1st
3. CSX Could Chug To $22 On Improving Efficiency And Intermodal Growth on October 31st
4. JetBlue’s Earnings Catch A Tailwind From Higher Passenger Traffic on October 30th
5. Lower Passenger Traffic And Yield Weigh On UAL Earnings on October 30th
6. Lockheed Raises Full Year Guidance But Still Faces Several Headwinds on October 29th
7. US Airways Posts Strong Growth On Higher Passenger Traffic And Yield on October 29th
8. Johnson Controls’ Earnings Will Show If Asian Growth Can Offset European Weakness on October 29th
9. Boeing Earnings Catch A Lift On Higher Commercial Airplane Deliveries on October 29th
10. Delta’s Earnings Get A Tailwind From Higher Passenger Fares on October 29th

Financial Services

1. A Look At Manulife’s Asian Strategy – ASEAN, India And Korea on November 2nd
2. MetLife Q3 Preview: International Growth And Shift In US Focus on October 31st
3. Hartford Earnings Preview: Focus On P&C To Pay Off Pre-Sandy on October 31st
4. Deutsche Bank’s Strong Earnings, Restructuring Plans Support $46 Price Estimate on October 31st
5. Poor Performance Forces UBS To Announce Drastic Job Cuts on October 31st
6. AIG Earnings Will Show Solid Growth In Q3 Pre-Sandy on October 30th
7. Visa And MasterCard Earnings Will Gain On Increased Consumer Spending And Mobile Payments on October 30th
8. Ameritrade’s Earnings Will Lean On Mobile Growth And Derivatives For Growth on October 29th

Basic Materials

1. Silver Wheaton Preview: Higher Silver Prices Will Help Earnings Sparkle on November 2nd
2. China’s Weakness Continues To Pummel ArcelorMittal on November 2nd
3. Newmont Mining Preview: Lower Revenues As Future Growth In Question on October 31st
4. U.S. Steel Revenues Decline As Market Conditions Remain Difficult on October 31st
5. Barrick Gold Earnings Preview: What We Are Watching on October 31st
6. ArcelorMittal Results Will Suffer From Difficult Market Conditions on October 30th
7. U.S. Steel’s Results Should Come In Weaker Than Last Quarter on October 29th
8. Dow Chemical’s Cost Cutting Plans And Profit Focus Buoy Outlook on October 29th

Health Care

1. Pfizer Earnings Decline As Prevnar And Emerging Markets Disappoint on November 2nd
2. Downside Risks To Boston Scientific’s $6 Fair Value on November 1st
3. Medtronic Struggles With Infuse Product Issues And Weak Business Environment on November 1st
4. Abbott’s Potential Downside To A Decline In Humira And Weaker Margins on October 31st
5. Roche’s Outlook Buoyed By Avastin, Oncology Drugs on October 31st
6. JNJ’s Medical Devices Business Faces Another Recall With Stapler on October 30th
7. Bristol-Myers’ Results Are Jolted By Halted Hep C Drug Trial And Patent Cliff on October 30th
8. Merck Fares Well Despite Singulair Patent Loss And Currency Impacts on October 29th

Media & Telecom

1. Dish’s Results Could Be Dialed Back On Low Subscriber Gains And Margin Pressures on November 2nd
2. Sirius XM Could Beat 2012 Guidance Again – Next Year Will Be About More Than Auto Sales on November 1st
3. Subscriber Losses & Broadband Gains Are Keys To Time Warner Cable’s Earnings on October 30th
4. Comcast Boosts Profits, Trends Seem Favorable on October 29th