Trefis: Highlights Week Ending 04 January 2013

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 81 top stories this week:

Technology (20 articles)

• Research in Motion, 2 articles (9, 15)
  

Consumer (19 articles)

• Lowe’s 8, 15)
  

Financial Services (14 articles)

Health Care (10 articles)

• Abbott Labs, 2 articles (2, 9)

• Merck, 2 articles (1, 7)

• Pfizer, 2 articles (8, 10)

Industrials & Transportation (6 articles)

• Union Pacific, 2 articles (1,4)
  

Energy & Utilities (5 articles)

• Transocean, 2 articles (1, 3)
  

Media & Telecom (4 articles)

Basic Materials (3 articles)

All 81 investment stories this week are listed below.

Technology

1. Pandora’s Stock Played The Blues In 2012, Will 2013 Be Different? on January 4th
2. Here’s What Matters For Priceline’s $590 Valuation on January 4th
3. An Overview Of Microsoft’s Key Divisions And Our $42 Valuation on January 4th
4. Here’s What Matters For Sina’s $68 Valuation on January 4th
5. What Are The Keys To AOL’s Success In 2013? on January 3rd
6. A Review Of Facebook’s Roller Coaster Year on January 3rd
7. With A Souped Up App, Shutterfly Could Gain From Instagram’s Privacy Policy Fumble on January 3rd
8. What’s Driving Micron’s $7 Price Estimate? on January 3rd
9. RIM Fairly Valued At $12 As BB10 Launch Around The Corner on January 3rd
10. Expedia Overview: What’s Driving Its $63 Valuation? on January 2nd
11. Intel Overview: What’s Driving Its $33 Valuation on January 2nd
12. Will A Social Angle To Creative Cloud Help Drive Cloud Subscriptions For Adobe? on January 2nd
13. Here’s What Matters For Perfect World’s $16 Valuation on January 2nd
14. Yahoo! Japan Coverage Launch: $14 Trefis Price Estimate on January 2nd
15. RIM Settlement Shows There Is Value In Nokia’s Patents on January 2nd
16. Nokia Targets Nascent Chinese 3G Market With Lumia 920 on December 31st
17. Qualcomm Looks To Bolster Chipset Business With Sharp Investment on December 31st
18. Baidu: Factors Driving Our $125 Valuation on December 31st
19. Here’s What Matters For Cree’s $29 Valuation on December 31st
20. Oracle Continues Social Media Push With Eloqua Acquisition on December 31st

Consumer

1. Some Reasons To Curb Your Enthusiasm For GM on January 4th
2. How Is Coca-Cola Responding To The Big Trends In Carbonated Soft Drinks? on January 4th
3. A Look At Unilever’s Food And Personal Care Units on January 4th
4. What Does Sony’s Latest Patent Application Mean For GameStop’s Stock? on January 4th
5. Ford Credit’s Metrics Reflect Its Improving Profitability Prospects on January 3rd
6. Bed Bath & Beyond Is Worth $69 As Economy Picks Up And Shoppers Favor Specialty Stores on January 3rd
7. What Supports Ride Aid’s $1.50 Valuation In 2013 on January 3rd
8. Higher Lumber Prices Are Good News For Lowe’s And Home Depot on January 3rd
9. How Valuable Is Urban Outfitters’ Direct-To-Consumer Business? on January 3rd
10. Avis Buys Zipcar As Competition Heats Up In The U.S. Car Rental Market on January 3rd
11. A Snapshot Of Our $46 Valuation For Dr Pepper Snapple on January 2nd
12. Will Philip Morris’ Asia Growth Compensate For Industry Headwinds In 2013? on January 2nd
13. Emerging Markets Trim Gillette’s Profit Margins on January 2nd
14. Best Buy’s $16 Fair Value Overshadowed By A Turbulent Year on January 2nd
15. Lowe’s: Where It Stands And Where It Can Go on January 2nd
16. Japanese Autos Hoping To Benefit From Newly Elected PM’s Policies on January 2nd
17. A Look At Walgreen’s Business Performance And Future Plans on December 31st
18. What’s The Outlook For Gap In 2013? on December 31st
19. The Outlook For Limited Brands’ Victoria’s Secret U.S. Stores on December 31st

Financial Services

1. Looking At Hartford’s Non-Core Divestitures Through 2012 on January 4th
2. Card Delinquencies Hit 18-Yr Low In Q3: Good News Or Bad News For Banks? on January 4th
3. Credit Suisse Sets Up Another Risky Assets Bonus Fund For Employees on January 4th
4. Is Ameritrade’s Business Model Too Dependent On Trading Volumes? on January 3rd
5. Prudential’s 2012 Marked By Shrewd Deals And International Expansion on January 3rd
6. Bank Shares Book Big Gains As US Averts Fiscal Cliff… For Now on January 3rd
7. Discover’s New “it” Card Looks Lucrative But Will It Affect The Stock Price? on January 3rd
8. FINRA Fines Five Banks For Paying Lobbyists With Bond Issuance Fees on January 2nd
9. A Snapshot Of The Travelers Companies $70 Estimate on January 2nd
10. Chuck’s Asset Management Fees Helps It Ride Out Weak Trading Environment on January 2nd
11. MetLife 2012 Review: Bank Sale Delay and Asian Expansion on January 2nd
12. Banks Year In Review: Banks Make Up For Dismal 2011 With 2012 Surge on January 2nd
13. Barclays Tops U.K. Investment Banking List; Ranks Eighth Globally For 2012 on December 31st
14. An Overview Of American Express’ Business And Our $62 Estimate on December 31st

Health Care

1. Reviewing Mercks’ Volatile Year And What’s To Come on January 4th
2. After Eventful Year How Will Abbott Fare In 2013? on January 4th
3. Weekly Healthcare Note: Pfizer, JNJ, Abbott Labs & UnitedHealth on January 4th
4. An Overview Of Bristol-Myers’ Business And $34 Price Estimate on January 3rd
5. UnitedHealth Well-Positioned Going Into 2013, Stock Worth $69 on January 3rd
6. Johnson & Johnson Updates: Receives FDA Approval For New Tuberculosis Drug on January 3rd
7. Merck Faces Setback As Tredaptive Fails In Large Clinical Study on January 2nd
8. Pfizer Secures Coveted FDA Approval For Eliquis on January 2nd
9. Abbott Labs Snapshot As AbbVie Begins Trading on January 2nd
10. Pfizer: 2012 Review And 2013 Outlook on December 31st

Industrials & Transportation

1. Mexico’s Industrial Growth Will Be A Boon For Union Pacific on January 4th
2. A Snapshot Of Boeing’s $75 Price Estimate on January 3rd
3. A Snapshot Of United Technologies’ $86 Price Estimate on January 3rd
4. A Look At Union Pacific And Our $129 Valuation on January 3rd
5. How Does Global Growth Drive Caterpillar’s Stock? on January 2nd
6. CSX Corporation: Key Metrics To Watch In 2013 on January 2nd

Energy & Utilities

1. A Look At Transocean’s Business With Macondo Behind It on January 4th
2. How Schlumberger Pumps Its Profits And What’s Driving Growth on January 4th
3. What The Settlement With The DoJ Means For Transocean on January 4th
4. What Does 2013 Have In Store For The Solar Sector? on January 3rd
5. How SunPower Benefits From The MidAmerican Deal on January 3rd

Media & Telecom

1. After A Forgettable Year Juniper Is Ready For A Much Better 2013 on January 4th
2. Disney’s Banner Year Buttressed By ESPN’s Strength on January 4th
3. DirecTV Fights Rising Programming Costs With Higher Prices on January 2nd
4. Netflix: 2012 In Review And What The Future Holds on December 31st

Basic Materials

1. Alcoa’s Q4 Earnings: Aluminum Prices Will Weigh On Results on January 4th
2. After France Setback, ArcelorMittal Looks To Sell Stake In Canadian Mine on January 2nd
3. Newmont Mining: 2012 In Review And The Road Ahead on January 2nd