Trefis: Highlights Week Ending 30 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 112 top stories this week:

Technology (26 articles)

• Nokia, 3 articles (3, 11, 19)
• Apple, 2 articles (3, 5)

Consumer (25 articles)

• American Eagle, 2 articles (9, 22)
• Ford, 2 articles (1, 12)
• GM, 2 articles (1, 12)
• Green Mountain Coffee, 2 articles (10, 24)
  

Financial Services (15 articles)

• US Bancorp, 3 articles (2, 6, 15)
• Bank of America, 2 articles (1, 15)
• Citigroup, 2 articles (3, 13)
• Wells Fargo, 2 articles (2, 4)
  

Energy & Utilities (11 articles)

• Yingli, 3 articles (2, 6, 11)
• Chesapeake Energy, 2 articles (5, 8)
  

Industrials & Transportation (11 articles)

• Fed Ex, 2 articles (1, 9)

Media & Telecom (13 articles)

• Sprint, 3 articles (2, 3, 11)
• Verizon, 2 articles (2, 8)

Health Care (8 articles)

• Abbott Labs, 3 articles (1, 5, 7)
• Pfizer, 2 articles (3, 8)

Basic Materials (4 articles)

• Arcelor Mittal, 2 articles (1, 2)

All 112 investment stories this week are listed below.

Technology

1. Several Issues To Watch In Pandora’s Earnings on November 30th
2. Revising Groupon To $4 On Higher Marketing Costs Outlook And Slower Revenue Growth on November 30th
3. Weekly Mobile Notes: Nokia, RIM And Apple on November 30th
4. Intel Should Be A $33 Stock As Market Overlooks Chip Dominance on November 30th
5. Apple’s Holiday Quarter Could Be Boosted By Chinese Approval For iPhone 5 on November 30th
6. 25% Downside For VeriSign If ICA’s Recommendations Go Through on November 30th
7. Why We Think Priceline Is Fully Valued At $590 on November 29th
8. After Turbulence Can Local Deals Help Drive Travelzoo’s Growth? on November 29th
9. How AOL Can Drive Ad Revenue Growth On Its Properties on November 29th
10. Project Glass Has More Than Just ‘Cool’ Factor For Google on November 29th
11. Nokia Is Still Worth $4.50 After Socking It To RIM With Patent Win on November 29th
12. SanDisk Is Worth $50 On Improving Industry Trends on November 28th
13. Can Mid-Core Gaming Stabilize Zynga’s Revenues? on November 28th
14. Factors Behind Our $38 Price Tag For TripAdvisor’s Stock on November 28th
15. Expedia Taps Its Mobile Platform To Fuel Growth on November 28th
16. Lexmark Diversifies To Side-Step Printer Market Slump on November 28th
17. Why AMD’s Stock Collapsed And How It Can Recover on November 27th
18. eBay To Keep Growing This Holiday Season After A Blockbuster Start on November 27th
19. Nokia Takes On Android In Emerging Markets With More Asha Phones on November 27th
20. Facebook Shares Find Some Life But Execution Risk Is Still Huge on November 27th
21. Mayer Should Focus On Mobile And EM In Yahoo!’s Turnaround on November 27th
22. Here’s Why We Think Perfect World Is Worth $16 on November 27th
23. Qualcomm Cashes In This Holiday Season No Matter Who Wins The Smartphone Battle on November 27th
24. Cyber Monday Sales To Set The Tone For Amazon This Holiday Season on November 26th
25. LinkedIn Needn’t Be Scared Of Facebook’s Social Jobs Apps Just Yet on November 26th
26. With Bond Deal Adding To War Chest Baidu Should Focus On Mobile on November 26th

Consumer

1. Can GM Overtake Toyota As The Largest Automaker in 2013? on November 30th
2. How Valuable Is Ralph Lauren’s Wholesale Business? on November 30th
3. It’s Been An Electric Los Angeles Auto Show on November 30th
4. With A Growing Portfolio, Starbucks’ Distribution Channel Has Tremendous Potential on November 30th
5. Improving Housing Industry Can Bring Good Times For Bed Bath & Beyond on November 30th
6. Aeropostale’s Struggle Continues But Some Bright Spots Are On The Horizon on November 29th
7. Global Auto Market Could Lose Momentum In 2013 Unless China Steps Up on November 29th
8. Major Risks That Could Lead Under Armour’s Growth To Stall on November 29th
9. American Eagle’s Outfitted For $25 On Strong Sales And Direct-to-Consumer Business on November 29th
10. Green Mountain Revenue Jumps On K-Cups, Brewers Sales But Margins Are Thinner on November 29th
11. McDonald’s Gets Back To Basics; Focuses on Value Meals on November 29th
12. GM vs Ford: Who Has The Edge In European Restructuring ? on November 29th
13. Wal-Mart’s Success Abroad Shows Why Target Needs To Expand Internationally on November 28th
14. Coach Can Bag $68 Stock With Asian Growth And More Male Buyers on November 28th
15. Coverage Launch: $53 Trefis Price Estimate For Under Armour on November 28th
16. Holiday Retail: Why Aeropostale Is Not Likely A Winner on November 27th
17. Coca-Cola Doubles Down In Chile With Andina Investment on November 27th
18. PepsiCo Update: Company Signs Major Indian Sponsorship Deal on November 26th
19. How Much Is The A-Class Worth To Daimler ? on November 26th
20. Are Exploding Online Holiday Sales A Sign Of Good Things To Come? on November 26th
21. ANN Earnings Preview: On Its Way To Solid Q3 Results on November 26th
22. American Eagle Outfitters Preview: Encouraging Trends We Are Watching on November 26th
23. Guess Earnings Preview: What We’re Watching on November 26th
24. Green Mountain Preview: Growth Rates To Slow And New Brewers To Contribute More on November 26th
25. Honda Looks To Ride North American Momentum With The New Civic on November 26th

Financial Services

1. BofA Offers Online Customers Visa’s V.me Service on November 30th
2. Financials Weekly Notes: Wells Fargo, U.S. Bancorp & Deutsche Bank on November 30th
3. Citigroup’s Investment Banking Arm To Slash Bonuses, Shrink Workforce on November 30th
4. The SEC Lets Wells Fargo Off The Hook Over Mortgage Securities on November 29th
5. BNY Mellon Under Pressure From Fidelity Over Forex Rates on November 29th
6. U.S. Bancorp Bets On Prepaid Cards With Latest Acquisition on November 28th
7. Fed Likely To Tighten Regulatory Noose Around Foreign Lenders on November 28th
8. Why Discover Financial Is Worth $39 on November 28th
9. HP’s Autonomy Debacle: Whose Fault Is It Anyway? on November 27th
10. Goldman Says No Thank You To Underwriting Bank Deals In Troubled EU Economies on November 27th
11. Barclays Shares Drop After Qatar Holdings Offloads Warrants on November 27th
12. BlackRock UK Survey Reveals Significant Deficit In Investor Trust For Financial Advisers on November 26th
13. Citigroup Cuts Greece Retail Operations To A Bare Minimum on November 26th
14. JPMorgan Seeks Buyers For Carbon Credits Unit EcoSecurities on November 26th
15. Financials Weekly Notes: BofA, U.S. Bancorp & Credit Suisse on November 26th

Energy & Utilities

1. A Comparison Of Solar Technologies And What They Mean For Companies on November 30th
2. Yingli Q3 Earnings Were Weak But Underlying Trends Look Solid on November 30th
3. Weak Revenues And Low Margins Will Weigh On LDK’s Earnings Results on November 30th
4. Why Is Anadarko Considering Selling A Major Stake In Its Mozambique Project? on November 29th
5. Could Natural Gas Cars Fuel Chesapeake’s Growth? on November 29th
6. Yingli’s 200 MW US Module Supply Deal Encouraging, But Margins Could Be Impacted on November 28th
7. Transitioning Fracking Fleet To Natural Gas Can Help Baker Hughes Improve Margins on November 28th
8. Chesapeake’s Big Turnaround Comes From Higher Gas Prices And Retired Coal Powered Plants on November 27th
9. What’s Behind ConocoPhillips’ Exit From The Kashagan Project? on November 27th
10. What The Cameron Subsea Deal Could Mean For Schlumberger on November 26th
11. Yingli Q3 Earnings Preview: Factors We Are Tracking on November 26th

Industrials & Transportation

1. Free Trade Agreements Are A Pocket Of Growth For FedEx In The Weak Global Economy on November 30th
2. United’s Integration Headaches Hurt Customer Experience And Performance Metrics on November 30th
3. How Do Baby Boomers Impact The Outlook For Union Pacific? on November 29th
4. Johnson Controls And Brookfield Team Up Down Under In Property And Facility Services on November 29th
5. A Look At Alaska Airlines’ Business Model And $42.75 Fair Value on November 29th
6. Hurricane Sandy To Impact Q4 Earnings Of Several U.S. Airlines on November 29th
7. Corning’s Stock Gains On Improved Sales Forecast For Gorilla Glass on November 28th
8. Holiday TV Sales Will Bring Temporary Relief To Corning’s Earnings on November 28th
9. UPS And FedEx Compete For A Higher Share Of Holiday Shipping on November 26th
10. How Southwest Has Been Able To Offer Lower Fares on November 26th
11. How 3M Can Reach Its Aggressive 5-Year Targets on November 26th

Media & Telecom

1. CBS’s Cable Networks Business Shows Steady Growth With More To Come on November 30th
2. Weekly Telecom Notes: Sprint’s LTE Rollout and Verizon’s 3G Plans on November 30th
3. Sprint To Ramp Up iDEN Shutdown With $10 Additional Fee on November 30th
4. Juniper Worth $25 As New Products Help Gain Market Share on November 29th
5. How Is Comcast’s Alternative Video Business Performing? on November 29th
6. What Does New York Times Have To Do To Retain Digital Users? on November 28th
7. Disney Could Do More With The ABC Television Group on November 28th
8. Verizon Taps Prepaid Market Growth With 3G As Subscribers Migrate to 4G on November 28th
9. How Dish Network Gains From Its With Wireless Spectrum on November 27th
10. Two Ways Sirius XM Can Grow Its U.S. Business on November 27th
11. Sprint Speeds Up 4G LTE Rollout As Dogfight For Data Revenue Rages on November 27th

Health Care

1. Abbott Labs: Board Approves Split As Jan 1 Nears on November 30th
2. Medtronic Could Gain From St. Jude Recall And China Expansion on November 30th
3. Pfizer To Acquire An Injectables Unit In India? on November 30th
4. Merck Patent Cliff: A Look At The Anti-Infectives Drugs Division on November 28th
5. Abbott Labs Updates: Europe Approves Humira For Severe Crohn’s Disease in Children on November 27th
6. Boston Scientific Could Benefit From St. Jude Medical’s Troubles on November 27th
7. Abbott Patent Cliff: A Look At The Autoimmune and HIV Antiviral Divisons on November 27th
8. Pfizer Update: Europe Approves Eliquis For Atrial Fibrillation on November 26th
9. Bristol-Myers’ Eliquis To Exploit The NVAF Market Post Approval In The EU on November 26th

Basic Materials

1. How Will The ArcelorMittal-France Standoff Play Out? on November 30th
2. ArcelMittal Faces Political Backlash In France On Blast Furnace Closures on November 27th
3. Alcoa Works Toward Securing Energy Supplies In Australia on November 27th
4. Why Rio Tinto Might Favor A Flotation Over Outright Sale Of Diamond Business on November 26th