Trefis: Highlights Week Ending 28 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 32 top stories this week:

Technology (12 articles)

Consumer (6 articles)

Energy & Utilities (4 articles)

Media & Telecom (4 articles)

Financial Services (3 articles)

Basic Materials (2 articles)

Health Care (1 articles)

All 32 investment stories this week are listed below.

Technology

1. Oracle Continues Social Media Push With Eloqua Acquisition on December 28th
2. What Is OpenTable’s Downside From Slowing Diner Growth? on December 28th
3. Travelzoo Overview: What Matters For Its $24 Valuation on December 28th
4. Windows 8 Success Is Key For Microsoft In 2013 on December 28th
5. Nvidia Overview: What’s Driving Its $19 Valuation on December 27th
6. Zynga’s Poker Prowess Can Turn The Company Around on December 27th
7. Yelp Launches In Turkey As It Continues To Expand In Europe on December 26th
8. Google Sells Motorola’s Home Business To Focus on Mobile Opportunity on December 24th
9. Accenture’s Outsourcing Business Drives Revenues As New Initiatives Help Margins on December 24th
10. Trivago’s Acquisition Expands Expedia’s Hotel Portfolio In Europe on December 24th
11. An Overview Of SanDisk And Our $50 Valuation on December 24th
12. VeriSign Hikes .net Domain Fees By 10% on December 24th

Consumer

1. An Overview Of Ralph Lauren’s $160 Valuation on December 28th
2. A Snapshot of PepsiCo’s Food And Beverage Divisions on December 27th
3. Key Factors Behind Home Depot’s $59 Valuation on December 27th
4. A Snapshot of Wal-Mart’s Sam’s Club on December 26th
5. Walgreen Profits Decline On Costs Associated To Sandy And Acquisitions on December 24th
6. Chipotle Looks Beyond Busy Urban Cities As It Expands Across America on December 24th

Energy & Utilities

1. A Closer Look At Anadarko And EnI’s Agreement To Develop Mozambique Gas Fields on December 27th
2. What’s Driving First Solar’s Value? on December 27th
3. Duke Expands Footprint In Chile Through Hydroelectric Capacity Acqusition on December 27th
4. ConocoPhillips In 2013: More Asset Sales, Focus On North American Business on December 26th

Media & Telecom

1. A Snapshot Of CBS’ Business – What Matters? on December 28th
2. A Snapshot Of New York Times And Our $7.50 Valuation on December 27th
3. DirecTV Is Smart In Making Starz Available For Streaming on December 27th
4. Dish Network: 2012 In Review And What 2013 Holds on December 26th

Financial Services

1. Global M&A Activity Reaches 4-Year High In Q4 2012; More To Come In 2013 on December 28th
2. Going Private Again: A Decade Long Roadmap From RBS on December 26th
3. JPMorgan Chase’s Bloomspot Deal Brings Daily Deals To Cards Business on December 24th

Basic Materials

1. Vale Is Staring At A Q4 Loss On Impairments And Additional Tax Charges on December 27th
2. ArcelorMittal’s European Writedown Is A Call For Resolute Action on December 24th

Health Care

1. Weekly Healthcare Note: Intuitive Surigcal, Abbott Labs, Pfizer & Medtronic on December 24th