Trefis: Highlights Week Ending 18 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 98 top stories this week:

Technology (32 articles)

• Apple, 5 articles (3, 5, 6, 21, 28)
• Intel, 2 articles (4, 31)
• Nokia, 2 articles (5, 9)
• Research in Motion, 2 articles (5, 32)
  
• Seagate, 2 articles (27, 30)
  

Consumer (19 articles)

• Ford, 2 articles (8, 11)

Financial Services (12 articles)

Media & Telecom (10 articles)

• Verizon, 2 articles (4, 9)

Energy & Utilities (80 articles)

• Chevron, 2 articles (3, 6)
• Kinder Morgan, 2 articles (4, 8)
  

Industrials & Transportation (7 articles)

Health Care (6 articles)

• Johnson & Johnson, 2 articles (3, 6)

• UnitedHealth Group, 2 articles (2,, 5)

Basic Materials (4 articles)

• Rio Tinto, 2 articles (1, 3)

All 98 investment stories this week are listed below.

Technology

1. Verisign’s Earnings: A Plan Needed As New Rules Limit Pricing on January 18th
2. Zynga Updates: Real Money Gaming Nears, No Longer Top Game On Facebook on January 18th
3. Apple Facilitates China Expansion With Cheap Credit on January 18th
4. A Snapshot Of Intel’s Difficult Year And What’s Ahead on January 18th
5. Weekly Mobile Notes: Apple, RIM And Nokia on January 18th
6. Can Apple’s Earnings Put Fears To Rest? on January 18th
7. Graph Search’s Success Is A Long Way Off For Facebook on January 17th
8. SanDisk Earnings Preview: NAND Prices And SSD Growth In Focus on January 17th
9. Nokia Gets A Boost As Its Infrastructure JV Returns To Strength On LTE Wins on January 17th
10. F5 Earnings Should Improve As Business Spending Recovers on January 17th
11. Google Earnings Preview: All Eyes On Mobile Again on January 17th
12. SAP’s Preliminary Results Indicate A Strong Q4 on January 17th
13. All Around Strong Performance Caps A Great Year For eBay on January 17th
14. What’s LinkedIn’s Opportunity In The Job Postings Market? on January 16th
15. Lexmark Acquires Acuo Technologies To Bolster Perceptive Software Growth on January 16th
16. Groupon Can Locate More Business With Glassmap Acquisition on January 16th
17. Will Facebook’s Graph Search Kill Yelp? on January 16th
18. TI’s Earnings Could Show Weaker Orders Though Long Term Prospects Remain Positive on January 16th
19. Little Impact To Qualcomm From Rumored Weak iPhone Demand on January 16th
20. Cree’s Earnings Preview: Trends To Watch on January 15th
21. Sticking With Apple’s $700 Price Estimate In An Uncertain Market on January 15th
22. Why Growth In Mobile Devices Will Fuel Micron’s DRAM Shipments on January 15th
23. AMD’s Earning Preview: Factors That Instill Hope Amid A Dismal Year on January 15th
24. Why 2013 Could Be A Big Year For Constant Contact on January 15th
25. EMC Buys iWave To Expand Cloud Computing Infrastructure & Support Pivotal Initiative on January 15th
26. Dell’s Shifting Focus To Services Triggers Plans Of Going Private on January 15th
27. Seagate’s Growth Rides These Storage Business Trends on January 15th
28. Apple Could Have A $750 Fair Value If China Mobile Deal Works Out on January 14th
29. E-Commerce Is A Key Driver To Akamai’s Future on January 14th
30. A Snapshot Of Seagate’s Key Businesses And $33 Price Estimate on January 14th
31. Intel’s Earnings To Show Continued Weakness In PCs on January 14th
32. RIM Bounces 14% On Optimism Ahead of BB10 Launch on January 14th

Consumer

1. Dunkin’ Donuts Plans A Wave Of Expansion In California on January 18th
2. Chipotle Warns On Food Costs And Will Raise Prices on January 18th
3. How Wal-Mart Became A Grocery Giant In The U.S on January 18th
4. A Snapshot Of Gap’s Banana Republic Stores on January 17th
5. The U.S. Auto Market Is Poised For Solid Growth on January 17th
6. More Jobs Heralds A Good Start To 2013 For Home Depot And Lowe’s on January 16th
7. PepsiCo’s Tropicana Fights Back As Coca-Cola’s Minute Maid Squeezes Out Juice Gains on January 16th
8. American Automakers Revamp Their Luxury Brands To Take On Germans on January 16th
9. L’Oréal Turns To India To Drive Growth on January 16th
10. Is Catering The Next Big Thing For Chipotle? on January 16th
11. Ford Rolls Out New Trucks, Lincolns At Detroit Auto Show on January 16th
12. Nike Focuses On Core Brand With Spin-Offs, Sports Deals In 2012 on January 15th
13. An Overview Of Mercedes-Benz’s Business And Outlook on January 15th
14. The Significance Of Free People For Urban Outfitters’ Expansion on January 15th
15. Less Is Still More For U.S. Restaurant Chains Amid A Weak Economy on January 15th
16. Avon’s Cost Saving Initiatives Expected To Revive Performance In 2013 on January 15th
17. Cost Cutting & Emerging Markets Growth Will Support Kimberly-Clark’s Q4 on January 15th
18. What Do Best Buy’s Better Than Expected Holiday Sales Mean For Its Outlook? on January 14th
19. Under Armour Looks To Tackle A Tough European Market on January 14th

Financial Services

1. E*TRADE Appoints New CEO Just Before Q4 Earnings Report on January 18th
2. American Express’ Top Line Solid As Company Is Poised For Growth on January 18th
3. Ameritrade Earnings Preview: What We’re Watching on January 17th
4. Broadbased Recovery Lifts JPMorgan’s Earnings Across Its Divisions on January 17th
5. Charles Schwab Reports Higher Revenue As Trading Picks Up And Assets Swell on January 17th
6. Travelers Q4 Earnings Preview: What We’re Watching on January 16th
7. MetLife Completes Sale Of Banking Business on January 15th
8. Credit Suisse Sells European ETF Unit To BlackRock on January 15th
9. American Express Q4 Earnings Preview: What We’re Watching on January 14th
10. Charles Schwab Earnings Preview: What We’re Watching on January 14th
11. BNY Mellon’s Central Securities Depository In Europe Gets Regulatory Green Light on January 14th
12. Wells Fargo’s Interest Margin Concerns Overshadow Record Results on January 14th

Media & Telecom

1. Is DISH Putting The Sprint-Softbank Merger In Jeopardy? on January 18th
2. Netflix Earnings Preview: High Content Costs & Moderate Subscriber Gains Expected on January 18th
3. Should Carriers End Smartphone Subsidies? on January 17th
4. Verizon Earnings Preview: It’s All About Wireless on January 17th
5. Juniper Unveils New Strategy Mitigating Software-Defined Network Threat on January 16th
6. What Potential Does ‘Infinity’ Hold For Disney? on January 16th
7. Netflix Pushes For Open Connect Adoption By ISPs Through Its Customers on January 14th
8. Comcast & Intel’s Partnership – What’s At Stake For Comcast? on January 14th
9. Verizon Fights To End Piracy With New Policies As Streaming Gains Steam on January 14th
10. DirecTV Adds 100K Net U.S. Subscribers In Q4 – Good Or Bad? on January 14th

Energy & Utilities

1. SunPower Price Estimate Raised To $9 On Plant Deals on January 18th
2. Baker Hughes Q4 Preview: Cost Cutting And Middle Eastern Operations In The Spotlight on January 18th
3. Why The U.S. Has Reasons To Celebrate Exxon And Chevron’s Shale Ambitions on January 17th
4. Kinder Morgan Delivers Solid Earnings On Pipelines Business on January 17th
5. ConocoPhillips Sheds Oilfield Assets In Rockies To Refocus Exploration Efforts on January 16th
6. Chevron Digs Deeper Into Eastern Europe For Shale Gas on January 16th
7. Schlumberger Earnings Preview: What We Are Watching on January 15th
8. Kinder Morgan Preview: Trends Driving Its Results on January 14th

Industrials & Transportation

1. Union Pacific’s Earnings Dependent On Pricing Power And Margins on January 18th
2. Superstorm Sandy Will Impact Delta’s Q4 Earnings on January 18th
3. NSC Earnings Preview: Watch Margins After Poor Q3 on January 17th
4. GE’s Industrial Businesses Will Help Growth Despite A Weak Europe on January 16th
5. CSX Earnings Preview: Modest Growth Expected on January 16th
6. Though Boeing Acts Calm, 787 Safety Concerns Could Hurt Earnings on January 16th
7. Johnson Controls Pre-Earnings: Weak Europe Could Offset Gains From Asia on January 15th

Health Care

1. Abbott Earnings Preview: What We Are Watching on January 18th
2. UnitedHealth Shows Broadbased Growth And Is Well Positioned For The Future on January 18th
3. JNJ Q4 Earnings Preview: Pharma Business And Synthes Impact In Focus on January 18th
4. Pfizer Could Get Boost With New Breast Cancer Drug on January 17th
5. UnitedHealth Earnings Preview: What We Are Watching on January 15th
6. JNJ Gains Momentum With Approvals For Broader Use Of Zytiga on January 14th

Basic Materials

1. Rio Tinto’s $14 Billion Writedown Surprise Takes Down CEO Tom Albanese on January 18th
2. Barrick Gold Reaches Commercial Production At Big Dominican Mine on January 17th
3. Rio Tinto: 2012 Operational Review And Outlook on January 15th
4. Dow Restarts Louisiana Plant Amid Gulf Coast Expansion on January 14th