Trefis: Highlights Week Ending 02 February 2013

Written by Trefis

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 104 top stories this week:

Technology (24 articles)

• Yahoo!, 3 articles (13, 18, 23)
• Amazon, 2 articles (15, 17)
• Constant Contact, 2 articles (2, 24)
  
• Facebook, 2 articles (10, 21)
  

Consumer (23 articles)

• Dunkin’ Brands, 2 articles (1, 16)
• Honda, 3 articles (5, 18)

Financial Services (14 articles)

• MasterCard, 3 articles (4, 8, 11)
• Nasdaq OMX, 2 articles (2, 9)

Industrials & Transportation (13 articles)

• Boeing, 2 articles (2, 8)
• Corning, 2 articles (3, 13)
  
• Jet Blue, 2 articles (1, 12)

Energy & Utilities (9 articles)

• ConocoPhillips, 2 articles (1, 8)
  

Basic Materials (8 articles)

• Alcoa, 2 articles (2, 5)
• DuPont, 2 articles (1, 4)
• US Steel, 2 articles (3, 7)

Health Care (7 articles)

• Pfizer, 2 articles (4, 5)
• Roche Holdings, 2 articles (1, 6)

Media & Telecom (7 articles)

• Time Warner, 2 articles (1, 5)

All 104 investment stories this week are listed below.

Technology

1. Expedia’s Earnings: International Hotel Bookings & Mobile Traffic In Focus on February 1st
2. Constant Contact’s Customer Base Growth Picks Up on February 1st
3. RIM’s BB10 Launch Does Little To Clear Uncertainty on February 1st
4. Perfect World’s $16 Valuation: Opportunities And Potential Threats on January 31st
5. Electronic Arts Franchises Deliver A Solid Performance Despite Industry Headwinds on January 31st
6. Qualcomm Still Leads The Smartphone Revolution As Supply Issues Are Overcome on January 31st
7. Shutterfly’s Holiday Quarter Results Will Make Or Break Its Year on January 31st
8. Baidu Pre-Earnings: Questions On Competition And Mobile Monetization Remain on January 31st
9. EMC Still Has Room To Run Despite VMware’s Weak Results on January 31st
10. Facebook’s Revitalized Ad Growth And Expansion Efforts Highlighted In Earnings on January 31st
11. Broadcom Anticipates Higher Growth On Strong Product Portfolio on January 30th
12. VMware Cautious On Slowing U.S. Demand Despite A Strong 2012 on January 30th
13. Revising Yahoo! JAPAN’s Price Estimate To Near $13 on January 30th
14. Seagate’s Growth Fueled By Growing Storage Demand Despite Slow Notebook Market on January 30th
15. Amazon’s Third Party Sellers Drive Margins And Stock Higher on January 30th
16. OpenTable Looks To Boost Diner Growth With Foodspotting Acquisition on January 30th
17. Amazon Gains Big As Android Tablets Catch Up To iOS on January 29th
18. Yahoo! Earnings: Mayer Lays Foundation For A Turnaround on January 29th
19. With Strong 3G Growth China Mobile Has The Upper Hand In Apple Talks on January 28th
20. Electronic Arts Will Show Lower Game And Higher Digital Sales In Earnings on January 28th
21. Facebook Earnings Preview: Revenue Growth And Mobile Monetization In Focus on January 28th
22. Samsung Leads Smartphone Surge Amid A Recovery In Chipset Margins on January 28th
23. Yahoo! JAPAN Pre-Earnings: Mobile Revenues In Focus on January 28th
24. User Base Growth In Focus Ahead Of Constant Contact’s Earnings on January 28th

Consumer

1. Dunkin’s Breakfast Menu Serves Up Tasty Year End Results on February 1st
2. How Important Is Wal-Mart’s International Business? on February 1st
3. Prestige Beauty Products Will Drive Estée Lauder Earnings on February 1st
4. Stronger Pricing Lifts Colgate Despite Softness In Latin America on February 1st
5. Weak China Sales Force Downward Revision For Honda on February 1st
6. Marlboro, Copenhagen Power Altria’s Fourth Quarter on February 1st
7. A Snapshot Of Target’s Canadian Expansion on January 31st
8. Can Starbucks’ Verismo Spoil Green Mountain’s Party? on January 31st
9. Harley’s Earnings Ride Higher On Margins and Stronger Sales on January 31st
10. Under Armour Earnings Preview: Weak Holiday Season Can Impact Sales on January 30th
11. Ford Is Still Cruising Despite Its Flat Tire In Europe on January 30th
12. How Significant Are Christmas Tree Shops For Bed Bath & Beyond? on January 30th
13. Where Is The U.S. Cigarette Industry Headed? on January 29th
14. A Closer Look At Aeropostale’s Direct-To-Consumer Business on January 29th
15. Colgate-Palmolive’s Earnings: Emerging Markets Growth And Oral Care Unit In Focus on January 29th
16. Dunkin’ Brands Earnings Preview: Sales Growth And Expansion Plans In Focus on January 29th
17. Gap Targets China And Brazil For International Growth on January 29th
18. Honda Earnings: N. America Sales And Better Margins Will Drive Results on January 29th
19. American Eagle Outfitters Expands Its International Footprint By Entering Mexico on January 29th
20. Epidemic Flu Levels Could Help Walgreen Monthly Sales Report on January 29th
21. Kimberly Clark Continues To Clean Up In Emerging Markets on January 28th
22. An Exciting Year Ahead For Tesla Motors on January 28th
23. P&G Earnings Get Back On Track With Boost From Emerging Markets on January 28th

Financial Services

1. Hartford’s Earings Preview: Property And Casualty The Focus After Divestiture on February 1st
2. Nasdaq Fends Off Trading Blues With Growth In Non-Transaction Businesses on February 1st
3. UBS’s Results Will Set The Stage For 2013 After Eventful Year on February 1st
4. MasterCard Maintains Strong Momentum In Fourth Quarter on February 1st
5. RBS Shuttering M&A Unit After Failed Attempts To Find A Buyer on January 31st
6. Deutsche Bank Piles On One-Time Charges To Report $3 Billion Loss on January 31st
7. U.S. Investment Bank Review 2012: Advisory Services on January 30th
8. MasterCard Overview (Part 2): Cross-Border Fees, Other Revenues And Rebates on January 29th
9. Nasdaq Earnings Preview: Looking For Drivers As Trading Remains Weak on January 29th
10. National Century’s Fraud Could Cost Credit Suisse Upwards Of $2 Billion on January 29th
11. Expecting Steady Growth In MasterCard’s Earnings on January 29th
12. U.S. Investment Bank Review 2012: Debt Underwriting on January 29th
13. Bank of America Could Raise Dividends Though Revenue Growth Needed on January 29th
14. Goldman Raises Another Billion From ICBC Stake Sale on January 29th

Industrials & Transportation

1. JetBlue’s Earnings Hit Turbulence After Sandy And Higher Maintenance Costs on February 1st
2. Boeing Shakes Off Dreamliner Concerns As Commercial Delivers Lift Earnings on February 1st
3. Corning’s Restructuring Charges Offset Gains From Gorilla Glass Sales on January 31st
4. Weak Global Demand And China Scandal Weigh On Caterpillar’s Results on January 31st
5. Alaska’s Higher Traffic Offsets Losses From Fuel Hedging on January 30th
6. Will UPS’s Gains From E-Commerce Offset A Weak Economy? on January 30th
7. Higher Fares Give Southwest’s Results A Lift on January 30th
8. Higher Commercial Aircraft Deliveries Will Lift Boeing’s Results on January 29th
9. Special Charges And Lower Passenger Traffic Sink United’s Earnings on January 29th
10. Lower U.S. Defense Spending Sinks Lockheed Martin’s Earnings on January 28th
11. 3M’s Growth In Emerging Economies And U.S. Offsets A Decline In Europe on January 28th
12. JetBlue’s Earnings: Sandy Will Clip Growth From Higher Passenger Traffic on January 28th
13. Corning’s Earnings Preview: Will Gorilla Glass Sales Offset Lower LCD Prices? on January 28th

Energy & Utilities

1. ConocoPhillips Reports Light Results But Major Projects Are On Track on February 1st
2. Anadarko’s Earnings: Offshore Projects And U.S. Production In Focus on February 1st
3. Kinder Morgan Makes Deeper Inroads Into Shale Plays With Copano Energy Acquisition on January 31st
4. After Exxon’s Ho-Hum Year Higher Oil Demand Could Lift Results on January 31st
5. Can Higher Energy Demand Help Turn Things Around For Chevron? on January 31st
6. Trina Solar’s Opportunities In The U.K. on January 30th
7. What Lies Ahead For Chesapeake As McClendon Exits? on January 30th
8. ConocoPhillips’ Earnings: Asset Sales And Oil Production Outlook In Focus on January 28th
9. Halliburton’s Outlook Brightens Despite Modest Results on January 28th

Basic Materials

1. Dupont Looks At Extending Market Share With New Soybean T Series Seeds on January 31st
2. A Snapshot Of Alcoa’s Alumina Business And Its Outlook on January 30th
3. U.S. Steel Shows Encouraging Signs Of A Recovery on January 30th
4. DuPont’s Chemicals Business Touches Bottom As Emerging Markets Recover on January 30th
5. Alcoa Cozies Up With China Plane Manufacturer With Fasteners Deal on January 30th
6. Dow’s Earnings: What We Are Watching on January 29th
7. U.S. Steel Earnings Could Be Weak But Outlook Is Improving on January 28th
8. Cliffs Natural’s $2 Billion Writedown Will Result In A Net Loss For 2012 on January 28th

Health Care

1. Roche Holdings’s Oncology, Virology Drugs Drive Growth on February 1st
2. Boston Scientific Revised To $8 On Acquisitions, New Products & Cost Cutting Efforts on January 31st
3. Merck Earnings Preview: What We Are Watching on January 31st
4. Pfizer’s Emerging Markets Growth And Newer Drugs Mitigate Lipitor’s Slide on January 30th
5. Pfizer Q4 Earnings Preview: Pain From Patent Expirations To Continue on January 28th
6. Roche Holdings’ Earnings: Oncology Drugs, Diagnostics To Drive Growth on January 28th
7. Bristol-Myers’ Sales Fall On Plavix Patent Cliff But Outlook Is Stable on January 28th

Media & Telecom

1. Time Warner Earnings: Cable Networks Will Drive Growth But Some Questions Remain on January 31st
2. Disney Earnings Preview: ESPN Performance And Ratings Impact In Focus on January 31st
3. Cisco Buys Intucell With An Eye On The Service Provider Market And SDN Threat on January 30th
4. Three Ways The Sprint-Softbank Saga Could Play Out on January 30th
5. Time Warner Cable Earnings: Pay-TV Subscriber Retention And Broadband Growth on January 29th
6. Viacom Preview: Higher Ad Revenue Growth On Better Programming Of Key Networks on January 29th
7. AT&T Picks Up More Spectrum With Acquisition on January 28th