Trefis: Highlights Week Ending 21 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 97 top stories this week:

Technology (25 articles)

• Facebook, 2 articles (5, 11)
• Micron, 2 articles (3, 17)
• Nvidia, 2 articles (16, 21)
• Research in Motion, 2 articles (4, 18)
• Yahoo, 2 articles (10, 20)

Consumer (24 articles)

• Nike, 2 articles (2, 19)
• Pepsico, 2 articles (5, 24)
• Rite Aid, 2 articles (3, 20)
  

Financial Services (18 articles)

• ICE, 2 articles (1, 8)
• NYSE, 2 articles (1, 8)

Energy & Utilities (8 articles)

• Schlumberger, 2 articles (6, 8)
  

Media & Telecom (8 articles)

• Time Warner, 2 articles (1, 6)

Basic Materials (5 articles)

• DuPont 2 articles (1, 5)

Health Care (5 articles)

• Abbott Labs, 2 articles (1, 5)

Industrials & Transportation (4 articles)

All 97 investment stories this week are listed below.

Technology

1. An Overview of SanDisk And Our $50 Valuation on December 21st
2. VeriSign Hikes .net Domain Fees By 10% on December 21st
3. Micron’s Earnings: Weak Memory Demand & Low Prices Sting Stock on December 21st
4. RIM Saves Cash In Preparation For The BB10 Cash-Burn Phase on December 21st
5. Facebook Could Monetize Instagram By Buying Shutterfly on December 20th
6. Oracle’s Legacy Business Is Steady As New Initiatives Outperform on December 20th
7. Could Perfect World Revive Its Share In the Chinese Gaming Market? on December 20th
8. Nokia Worth $4.50 On Patent Licensing And Nokia Siemens Networks on December 20th
9. HR Outsourcing Is Key To Paychex’s Future Growth on December 20th
10. Yahoo! Revamps Flickr To Battle With Instagram on December 19th
11. Facebook Updates: Mobile Ads And Site Features Increasing on December 19th
12. Here’s What Matters For TripAdvisor’s $38 Valuation on December 19th
13. Baidu Needs To Focus on Display Ads To Diversify Revenues on December 19th
14. Amazon Can Improve Margins By Seizing Its Advertising Opportunity on December 19th
15. Apple Growth Fears Are Overblown As China Is Just Getting Started on December 18th
16. Nvidia Is Worth $19 Despite Its Vulnerability To The PC Market on December 18th
17. Micron Earnings: DRAM Demand & NAND Prices In Focus on December 18th
18. RIM Earnings: Cash Flow In Focus As BB10 Launch Nears on December 18th
19. Accenture Earnings Preview: What We’re Watching on December 18th
20. An Overview of Yahoo! And Our $20 Estimate on December 18th
21. Next Generation Tegra Processors To Help Expand Nvidia’s Presence In Smartphones on December 18th
22. Paychex Earnings Preview: What We’re Watching on December 17th
23. Here’s Why Qualcomm’s Fall Was Exagerrated on December 17th
24. Windows 8 Has Strong Start Despite Worries on December 17th
25. Here’s Why We Feel Sina Is Worth $68 on December 17th

Consumer

1. Target Corporation: Risks Versus Opportunities on December 21st
2. North America Lifts Nike Despite Weak Europe And China Results on December 21st
3. Rite Aid Raises FY 2013 Outlook After Return To Profitability on December 21st
4. Jones Group Needs To Strengthen Its Retail Channel on December 21st
5. Can PepsiCo Leverage Its Snacks Business To Save Pepsi Cola? on December 21st
6. Dr Pepper’s Hedging Activities Help Keep Costs From Bubbling Over on December 20th
7. Factors Behind Our $15 Valuation For Revlon on December 20th
8. What’s The Outlook For American Eagle’s Branded Stores? on December 20th
9. Brazil Will Be The Next International Frontier For Gap on December 20th
10. What’s Behind Limited Brands’ Growth? on December 19th
11. Automakers Trucking For Fatter Margins With Model Upgrades on December 19th
12. Innovation Is The Key For Under Armour on December 19th
13. Here’s Why We Feel Altria Is Overvalued on December 19th
14. MGM Is Ahead In The Race For A Mass. Gaming License on December 18th
15. Tesla Now Looks To Europe As The Next Growth Engine on December 18th
16. A Snapshot of Dunkin Donuts Stores In The U.S. on December 18th
17. Walgreen’s Earnings: Looking For Margin Improvement on December 18th
18. What’s Happening With Best Buy? on December 17th
19. Nike’s Gains In North America Could Be Offset By China, Western Europe Weakness on December 17th
20. Margins In Focus Ahead Of Rite Aid’s Earnings on December 17th
21. Obamacare Can Help CVS Reach Our $49 Valuation on December 17th
22. Harley To Bolster Indian Prospects With A New, Made-For-India Motorcycle on December 17th
23. A Snapshot of Green Mountain’s $30 Price Estimate on December 17th
24. PepsiCo Attempts To Revive Diet Pepsi With New Sweetener Mix on December 17th

Financial Services

1. End Of An Era: ICE To Acquire NYSE Euronext on December 21st
2. Credit Suisse Tops List Of U.S. IPO Underwriters For 2012 on December 21st
3. Financials Weekly Notes: UBS, BofA & Barclays on December 21st
4. Discover Financial Maintains Growth With Diversification Paying Off on December 21st
5. Wells Fargo Acquires Minority Stake In Rock Creek on December 21st
6. Credit Card Delinquencies Rise At Capital One For Second Straight Month on December 20th
7. Banks Feel The Pinch From Low Interest Rates on December 20th
8. Why Does ICE Want To Takeover NYSE? on December 20th
9. BlackRock Acquires U.K. Real Estate Funds From Deutsche Bank on December 19th
10. UBS Settles Libor Manipulation Charges At A Whopping $1.5 Billion on December 19th
11. Will Visa And MasterCard Be Able To Capitalize On Mobile Wallet Technology? on December 19th
12. A Look At Manulife’s U.S. Business on December 18th
13. Morgan Stanley Gets Light Slap On The Hand With Facebook IPO Fine on December 18th
14. Bank Shares Rally As Budget Talks Progress on December 18th
15. Is E*TRADE Really Dependent On Trading Activity? on December 18th
16. British Banks Likely To Be Broken Up, Not Just Ring-Fenced on December 17th
17. AIG Sells Stake In AIA But Still Has Its Sights On Asian Growth on December 17th
18. Bank of America Sells 29 Branches To Arvest on December 17th

Energy & Utilities

1. Chesapeake’s $21 Estimate Bolstered By Natural Gas Outlook And Liquids Production on December 21st
2. Who Are The Potential Winners And Losers As China Pushes For Solar Reforms? on December 20th
3. Our Take On ANR’s Metallurgical Coal Business on December 19th
4. How Transocean’s Recent Contracts Fit Its Strategy on December 19th
5. Brazil’s Reply To Chevron’s Proposed Settlement Is Important For Country’s Oil Industry on December 18th
6. Schlumberger Can Gain From UK Lifting Its Fracking Ban on December 18th
7. What Does The UK Lifting Its Shale Gas Ban Mean For Exxon? on December 17th
8. Schlumberger Updates: Issues Q4 Operational Update, Acquires Software Firm GeoKnowledge on December 17th

Media & Telecom

1. Time Warner Cable Targets Programming Costs By Dropping Channel on December 21st
2. What’s Fueling News Corp’s Stock? on December 20th
3. AT&T Gets LTE Boost As FCC Approves WCS Spectrum Purchase on December 20th
4. With Clearwire’s Spectrum, Sprint Could Disrupt U.S. Wireless Industry on December 19th
5. Analyst Pegs ESPN’s Value At $42 Billion Which We Have Said All Along on December 19th
6. Why Is Time Warner Cable Still Slow To Change? on December 18th
7. Has Dish Added Huge Value With An FCC Win? on December 18th
8. Sprint Bids For The Rest Of Clearwire To Boost Its LTE Prospects on December 17th

Basic Materials

1. What Is DuPont’s Opportunity In The Commercial Biofuel Market? on December 19th
2. Weak Aluminum Prices Challenge Alcoa’s Outlook on December 19th
3. Newmont Sells Canadian Gold Project On High Costs And Investment Requirements on December 19th
4. Why Has ArcelorMittal Cut Its Stake In Canadian Iron Ore Project? on December 17th
5. DuPont Can See Upside From Recovering Demand For Performance And Safety Materials on December 17th

Health Care

1. Abbott Patent Cliff: A Look At The Lipid Regulators Division on December 20th
2. Medtronic: Good Symplicity Test Results But FDA Approval Not Close on December 19th
3. Merck Patent Cliff: A Look At The Cardiovascular Drugs Division on December 19th
4. Intuitive Surgical New Coverage: $600 Price Estimate on December 18th
5. Abbott: Potential Upside As Humira Competitors Face Setbacks on December 18th

Industrials & Transportation

1. Weak Global Economy Hurts FedEx’s Profit And Outlook on December 20th
2. GE’s Growth Strategies For 2013 And Beyond on December 18th
3. Corning Gains From LCD Industry’s Long-Term Growth Prospects on December 18th
4. Delta’s Worth $11.50 On Cost Cutting And International Equity Partnerships on December 17th