Trefis: Highlights Week Ending 14 December 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 98 top stories this week:

Consumer (26 articles)

• Altria, 2 articles (7, 25)
• GM, 2 articles (6, 15)
• McDonald’s, 2 articles (2, 18)

Technology (23 articles)

• Adobe, 2 articles (1, 16)
• Apple, 2 articles (6, 22)
• Qualcomm, 2 articles (15, 17)

Financial Services (15 articles)

Energy & Utilities (10 articles)

• Solar stocks, 4 articles (1, 5, 6, 8)
• SunPower, 2 articles (1, 2)
  

Media & Telecom (10 articles)

• AT&T, 2 articles (2, 7)
• Direct TV, 2 articles (5, 10)
• Sprint, 2 articles (4, 6)
• Verizon, 2 articles (2, 3)

Industrials & Transportation (5 articles)

Health Care (5 articles)

• Pfizer, 3 articles (3, 4, 5)
• Johnson & Johnson, 2 articles (1, 2)
  

Basic Materials (4 articles)

• Rio Tinto, 2 articles (1, 2)

All 98 investment stories this week are listed below.

Consumer

1. Why We Think Ann Taylor Is Fairly Valued At $36 on December 14th
2. A Snapshot of McDonald’s Corporation on December 14th
3. Ralph Lauren Expands Focus On Global Brands And Closes Rugby Stores on December 14th
4. Costco’s Value Focus And Membership Growth Support $110 Stock Despite Weak Economy on December 14th
5. Wal-Mart Struggles With Local Strategy In China on December 13th
6. A Look At GM’s China Sales on December 13th
7. Philip Morris Vs. Altria: Diverse Market Or Product Range? on December 13th
8. Will Stevia Help Coca-Cola Win Over The Health Conscious? on December 12th
9. A Snapshot Of Chipotle Mexican Grill on December 12th
10. Coach’s Handbags Division Is Stuffed With Value on December 12th
11. Big Blow To Unionized Labor In Michigan Could Help Auto Makers on December 12th
12. Three Challenges Facing Toyota As It Enters 2013 on December 12th
13. Avon’s Cost Savings Program Could Squeeze Profits In The Near Term on December 12th
14. Colgate Promotes Healthy Pet Foods To Save Fido From Rising Pet Obesity on December 11st
15. GM Updates: Will Close German Plant In 2016, New Pickups To Be Unveiled on December 11th
16. GameStop’s Long Term Growth Potential Remains Despite Weak Earnings on December 11th
17. How Can Aeropostale Revive Its Growth? on December 11th
18. McDonald’s Same-Store Sales Rebound But Tough Times To Stay on December 11th
19. What’s Driving Gap’s $39 Stock Value on December 10th
20. Tesla’s Future Looks Brighter As Cash Flows Turn Positive on December 10th
21. A Recovery In Prescriptions Filled Brightens Walgreen’s Future on December 10th
22. Mercedes Has Upside Potential Even As It Trails BMW And Audi on December 10th
23. Why Costco Depends Less On The Holidays Than Most Retailers on December 10th
24. Austerity And Fewer Home Buyers Could Hurt Home Depot’s Outlook on December 10th
25. Should Altria Enter The E-Cigarette Market To Support Growth? on December 10th
26. Best Buy’s TechForward Lawsuit Highlights The Company’s Innovation Challenge on December 10th

Technology

1. Adobe Rises To Record Q4 Revenues On Creative Cloud on December 14th
2. What’s Up With Dell’s Server Business? on December 14th
3. Oracle Earnings Preview: What We’re Watching on December 14th
4. Amazon Can Drive Big Kindle Growth With China Launch on December 14th
5. Monster’s Valuation Gains From A Better U.S. Job Market on December 14th
6. Apple Looks To Reclaim Market Share With iPhone 5 Launch In China on December 14th
7. Sina Enhances Its Mobile Portfolio By Partnering With AutoNavi on December 14th
8. Broadcom Strengthens Its Wireless Portfolio With NFC Quad-Combo Chips on December 13th
9. TI’s Mid-Quarter Review: Revenues On Track And Restructuring Charges Could Weigh On Earnings on December 13th
10. Here’s Why We Feel Expedia’s Stock Is Capped At $63 on December 13th
11. EMC And VMware’s New Collaboration Will Target Booming Cloud Services Market on December 13th
12. Pandora Takes A Big Step Overseas With Full Launch In Australia And New Zealand on December 12th
13. Activision Blizzard Worth $15 On Strong Franchises, Online Turnaround on December 12th
14. Yahoo! Email Redesign Targets Stickier Platform And New Users on December 12th
15. Qualcomm Will Resolve Its 28nm Supply Issues Going Into 2013 on December 12th
16. Adobe Earnings Preview: All Eyes On Creative Cloud on December 11th
17. Qualcomm Looks To Drive Its Core Chipset Business With Sharp Investment on December 11th
18. Electronic Arts Set To Gain With A Shift To The Digital Domain on December 11th
19. Here’s Why We Feel Cree’s Stock Is Capped At $29 on December 11th
20. Why TripAdvisor Is Fairly Valued At $38 on December 11th
21. Nokia Eyes China’s Booming Market For Its Lumia Comeback Bid on December 11th
22. Apple Gains Momentum In China As iPhone 5 Launch Nears on December 10th
23. Investments In Fly.com Will Fuel Travelzoo’s Growth on December 10th

Financial Services

1. BofA Exits Chinese, Japanese JVs As It Slashes International Exposure on December 14th
2. Discover Financial Earnings Preview: What We’re Watching on December 14th
3. Deutsche Bank Separates Non-Core Operations And Will Take Charges In Q4 on December 14th
4. NYSE Shows Recovery In November; Fairly Valued At $25 on December 13th
5. The Big Four Banks Are Losing Out On Customer Satisfaction on December 13th
6. Nasdaq Snags A Shrewd Deal With Thomson Reuters’ Business on December 13th
7. BNY Mellon Can Reap Big Gains From Better Operational Efficiency on December 12th
8. U.S. Bancorp Plans To Win Deposits By Taking Mobile Bill Payments on December 12th
9. Prudential Looks Oversold As International Expansion Provides Upside Potential on December 11th
10. Hartford Financial Looks Fairly Valued Even After Sandy’s Impact on December 11th
11. AIG Sells Aircraft Leasing Unit To Double Down On Core Insurance Business on December 11th
12. Barclays Consolidates African Presence With Absa Deal on December 11th
13. Goldman’s CFTC Fine Is A Joke But Highlights The Importance Of Risk Controls on December 11th
14. JPMorgan Wants Employee Help In Settling U.K. Tax Evasion Charges on December 10th
15. What’s The Story Behind Credit Suisse’s Negative Interest Rates For Deposits? on December 10th

Energy & Utilities

1. Solar Weekly: Rising US Installations And China’s Subsidy Boost on December 14th
2. Do National Oil Companies Hold The Keys To Schlumberger’s Future? on December 14th
3. Rosneft’s Deal With AAR Clears Way For Merger With TNK-BP on December 13th
4. BP Back In Contention For Abu Dhabi Concession After Initial Snub on December 13th
5. China Boosts Solar Subsides But Benefits Likely To Be Modest on December 13th
6. US Rooftop Solar Boom Will Help SunPower on December 12th
7. How Does The Brazilian Offshore Market Look For Transocean? on December 12th
8. Suntech Reports Weak Preliminary Q3 Results, Revised To $0.91 on December 11th
9. The Key Trends Driving Halliburton’s $41 Stock Value on December 11th
10. Why We Think Transocean Is Worth $56 on December 10th

Media & Telecom

1. Disney Introduces More Mobile Games To Engage Consumers on December 14th
2. Telecom Notes: AT&T Ramps LTE, Verizon Launching Redbox, Sprint’s Clearwire Plan on December 14th
3. Verizon Salivates Over Juicy Data Growth With Redbox Streaming Service on December 13th
4. Sprint Could Snag The Rest Of Clearwire To Bolster Its LTE Prospects on December 13th
5. The Impact Of DirecTV’s Extra Sports Fee on December 12th
6. Sprint May Partner With Dish For A Joint Wireless Service on December 12th
7. AT&T Speeds Up LTE Rollout With An Eye On Mobile Data Growth on December 12th
8. Here Is Why Netflix Is Fairly Valued At $81 on December 11th
9. A Quick Look At Comcast’s Advertising Business on December 10th
10. DirecTV Bests Dish Network In Overall Performance In 2012 on December 10th

Industrials & Transportation

1. FedEx Earnings To Show Impact Of Weak Global Economy on December 13th
2. United Technologies Pares Its Portfolio With Pratt & Whitney Power Systems Sale on December 13th
3. Delta’s JV With Virgin Atlantic Will Lift International Growth on December 12th
4. UPS Drives Long-Term Growth With International Deliveries on December 12th
5. Is Southwest’s Low-Cost Model Being Threatened By AirTran’s Integration? on December 10th

Health Care

1. JNJ’s Zytiga Inches Towards A Billion Dollar Sales As FDA Approves Expanded Use on December 14th
2. Weekly Healthcare Note: Pfizer and JNJ on December 14th
3. Pfizer Patent Cliff: A Look At The Oncology Drugs Division on December 14th
4. Pfizer’s Eliquis Vies For FDA Approval With Encouraging Results In Recent Study on December 13th
5. Merck: Revised Price Estimate Of $50 On Strong Pipeline on December 11th

Basic Materials

1. Rio Gets High Tech With 4G LTE Network Plans For Major Mine on December 13th
2. Rio Tinto Sheds South African Copper Asset on December 12th
3. Is There No End To Vale’s Woes? on December 11th
4. ArcelorMittal Faces No Good Options As It Scraps Recent French Deal on December 10th