Trefis: Highlights Week Ending 11 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 92 top stories this week:

Technology (25 articles)

• Amazon, 2 articles (7, 23)
• Kayak, 2 articles (5, 17)
• Yahoo, 2 articles (2, 12)
  

Consumer (17 articles)

Financial Services (14 articles)

Media & Telecom (11 articles)

• AT&T, 2 articles (1, 7)

Energy & Utilities (10 articles)

• First Solar, 3 articles (3, 7, 10)
• ANR, 2 articles (5, 6)
  

Basic Materials (6 articles)

• Barrick, 2 articles (1, 4)
  

Industrials & Transportation (5 articles)

Health Care (4 articles)

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

• Abbott Labs, 2 articles (1, 29)

• Merck, 2 articles (1, 2)

• Pfizer, 2 articles (1, 30)

All 92 investment stories this week are listed below.

Technology

1. Mobile Will Dictate How Strong eBay’s Earnings Are on January 11st
2. Mobile And eCommerce Are Keys To Yahoo! JAPAN’s $14 Valuation on January 11st
3. Nokia Gets A Big Holiday Boost As Lumia Sales Beat Expectations on January 11st
4. Pandora Further Expands Into Cars With Chrysler Group Partnership on January 11st
5. How Kayak’s Business Model Creates Value on January 11st
6. Reiterating Our Positive Outlook On China Unicom With $22 Price Estimate on January 11st
7. Amazon Faces Competition, Rising Costs As Stock Overshoots $220 Fair Value on January 10th
8. Who Wins As Oracle, SAP & Salesforce.com Fight For Growth In Cloud Based Services? on January 10th
9. New Platforms & Ultrabook Designs Could Fuel Intel’s Mobile Computing Plans on January 10th
10. RIM To Launch Six BB10 Smartphones In Make-Or-Break Year on January 10th
11. Will Dell’s Low Cost Windows 8 Tablet Revive Its Tablet Business? on January 10th
12. The Road To Mayer’s Turnaround At Yahoo! Looks Longer on January 10th
13. Can Sina Leverage Growth In The Chinese Online Advertising Market? on January 10th
14. Qualcomm Bolsters Quad-Core Portfolio With New Krait Chips on January 9th
15. SanDisk Can Hitch A Ride From Apple’s Growth In Mobile Devices on January 9th
16. The Economy Will Dictate Monster’s Performance In 2013 on January 9th
17. How Can Kayak’s Acquisition Fuel Priceline’s Growth? on January 9th
18. Tegra 4 Could Spur Nvidia’s Smartphone Penetration on January 9th
19. Activision Needs Another Video Game Franchise To Spur Sales on January 8th
20. Apple’s Valuation Remains A Steal, Sticking With $710 Estimate on January 8th
21. Electronic Arts Should Make A Much Bigger Push In Asia on January 8th
22. After A Huge Year For LinkedIn Its Valuation Looks Stretched on January 8th
23. Strong Holiday Sales A Prelude To Amazon’s Growth In 2013 on January 7th
24. What’s Behind Applied’s $12 Valuation? on January 7th
25. VMware Becomes A Force To Reckon With In Cloud Based Email on January 7th

Consumer

1. MGM’s Approval For Sands Cotai Casino Could Add Upside on January 11st
2. What’s The Outlook For Nike’s Key Markets? on January 11st
3. Aeropostale’s Shortcomings And How It Can Address Them on January 11st
4. Why Wal-Mart Could Be An $80 Stock on January 9th
5. Are GameStop’s Disappointing Holiday Sales Just A Temporary Lull? on January 9th
6. Can Colgate-Palmolive Really Compete With Unilever and P&G In Personal Care? on January 9th
7. What’s Driving Abercrombie & Fitch’s $51 Stock Value? on January 8th
8. Target Eyes More Groceries Sales With New Ad Campaign on January 8th
9. How Obamacare Could Negatively Impact CVS’s Outlook on January 8th
10. A Closer Look At Guess’ Asian Operations on January 8th
11. Why Big Tobacco Is Watching E-Cigarettes Adoption on January 8th
12. American Eagle’s Aerie Looks To Imitate Victoria’s Secret’s Success on January 8th
13. A Snapshot Of Our $57 Price Estimate For Heinz on January 7th
14. Can Kimberly Clark Maintain Its Margins Despite Weaker Pricing? on January 7th
15. Why Ice-Cream Gives Unilever Something To Cheer About on January 7th
16. How Does Costco Make Money? on January 7th
17. Gap Looks To Tap Luxury Market With Intermix Acquisition on January 7th

Financial Services

1. Deutsche Bank Gained Big Time From Libor Bets In 2008 on January 11st
2. AIG Will Not Sue After Crawling Out Of Public Relations Purgatory on January 10th
3. Improving Credit Conditions In U.K. Good News For RBS & Barclays on January 10th
4. Morgan Stanley’s Plan To Slash Jobs Comes With Significant Upside on January 10th
5. Reviewing Charles Schwab’s Business, Part 1: Interest Income on January 9th
6. Wells Fargo Earnings Will Set The Tone For Big Banks on January 9th
7. Goldman Finds A Way Around Volcker Rule To Continue Proprietary Trades on January 9th
8. Basel Committee Softens Stance, Allows More Asset Classes & Relaxes Timeline on January 8th
9. NYSE-ICE Deal Could Disrupt CME’s European Expansion on January 8th
10. Ten Banks Sign $8.5 Billion Foreclosure Accord With Regulators on January 8th
11. BofA Cleans House With Fannie Mae Settlement And $300 Billion Sale Of Mortgage Servicing Rights on January 7th
12. How Sensitive Is Blackrock’s Stock To Changes In iShares Fees? on January 7th
13. Looking At Manulife’s Canadian Operations on January 7th
14. JPMorgan Sued By NCUA Again: Mortgage Securities Worth $2.2 Billion Questioned on January 7th

Media & Telecom

1. AT&T’s Challenges In Innovation And Competition on January 11st
2. Weekly Mobile Notes: Apple, Nokia and RIM on January 11st
3. Can More Competition End China’s Wireless Triopoly? on January 11st
4. Dish Gets Aggressive In Wireless Plans With Clearwire Bid on January 10th
5. Verizon’s Q4 Smartphone Sales Imply Another Big Holiday Season For Apple on January 10th
6. How Much Pain Can Dish’s Clearwire Bid Inflict On Sprint? on January 10th
7. AT&T’s Smartphone Sales Point To A Strong Holiday Quarter For Apple on January 9th
8. Netflix Begins The Year With A New Content Deal And Rich Stock Price on January 8th
9. Despite Uninspiring Year Viacom Looks Undervalued In 2013 on January 7th
10. How Valuable Is News Corp’s Broadcasting Business? on January 7th
11. Cisco Is Still Undervalued Despite Year End Rally on January 7th

Energy & Utilities

1. Why KMP Will Boost Capacity On The Trans Mountain Pipleline on January 11st
2. Europe And Africa Can Drive International Rig Count For Oil Field Services Majors on January 10th
3. How First Solar Benefits From The Solar Chile Acquisition on January 10th
4. The North American Drilling Landscape And Where It’s Headed In 2013 on January 9th
5. An Overview Of ANR And What’s Driving Its Business on January 9th
6. ANR Has A Big Opportunity In Thermal Coal Exports on January 8th
7. First Solar Partners With Intermolecular To Boost Panel Efficiency on January 8th
8. A Look At Yingli Green Energy And What’s Driving Its Performance on January 7th
9. Kinder Morgan’s Worth $86 Due To Defensive And Diversified Business Model on January 7th
10. Shining A Light On First Solar’s Business And Where It’s Headed on January 7th

Basic Materials

1. Why Did China Gold Walk Away From The African Barrick Gold Deal? on January 10th
2. Freeport McMoran’s Earnings: China Recovery, Energy Foray In Focus on January 10th
3. Alcoa Reports Q4 Profit As Long Term Demand Growth Is On Track on January 9th
4. What Does Pakistan’s Ruling On Barrick Gold’s Lease Mean? on January 8th
5. A Snapshot Of Dow Chemical’s $29 Estimate on January 8th
6. Assessing The Outlook For Dow’s AgroSciences Business on January 7th

Industrials & Transportation

1. Johnson Controls Benefits From Demand Of Start-Stop Batteries on January 11st
2. Pratt & Whitney Increases Market Penetration With Addition Of Embraer E-Jets on January 11st
3. High Backlog To Drive Boeing’s Growth In 2013 on January 10th
4. Alaska’s Aeromexico Alliance Will Help Fuel Growth on January 8th
5. What Are The Biggest Drivers To Lockheed Martin’s $93 Fair Value? on January 7th

Health Care

1. Weekly Healthcare Notes: Pfizer, Abbott Labs, Merck & JNJ on January 11st
2. Merck, Abbott And JNJ Show Interest In Bausch & Lomb on January 11st
3. Pfizer Updates: Europe Approves Expanded Use Of Prevenar 13 on January 9th
4. After Johnson & Johnson’s Eventful 2012, What Will 2013 Bring? on January 7th