Trefis: Highlights Week Ending 09 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 101 top stories this week:

Consumer (28 articles)

• Chipolte Mexican Grill, 2 articles (18, 23)
• CVS Caremark, 2 articles (5, 28)
• Daimler, 2 articles (4, 16)
• Green Mountain Coffee, 2 articles (1, 19)
• Phillip Morris, 2 articles (14, 15)
• Ralph Lauren, 2 articles (6, 26)
• Revlon, 2 articles (12, 25)
• Toyota, 2 articles (11, 24)

Technology (26 articles)

• ADP, 2 articles (16, 25)
• Akamai, 2 article (10, 22)
• Apple, 2 articles (4, 9)
• LinkedIn, 2 articles (1, 17)
• Monster Worldwide (5, 21)
  
• Nokia, 2 articles (4, 13)
• Yelp, 2 artices (11, 24)
• Zynga, 2 articles (19, 26)

Financial Services (16 articles)

• NYSE Euronext, 2 articles (9, 16)
• Prudential, 2 article (2, 12)
• Visa, 2 articles (4, 14)

Media & Telecom (13 articles)

• News Corp, 2 articles (4, 11)
• New York Times, 2 articles (1, 10)
• Sirius XM, 2 articles (6, 13)
• Sprint, 2 articles (3, 9)
• Time Warner, 2 articles (5, 12)
  

Energy & Utilities (10 articles)

• Duke Power, 2 articles (1, 5)
• Sun Power, 2 articles (3, 7)
  

Basic Materials (5 articles)

• Arcelor Mittal, 2 articles (2, 4)

Health Care (2 articles)

• Merck, 2 articles (1, 2)

Industrials & Transportation (1 articles)

All 101 investment stories this week are listed below.

Consumer

1. Green Mountain Brews Up Strong Results But Cautious On Outlook on February 8th
2. Avon’s Earnings Will Focus On New Cost Saving Initiatives on February 8th
3. Coca-Cola’s Emerging Markets Growth Will Sweeten Earnings on February 8th
4. Daimler Taps Brakes On Guidance As Margins Fall And Europe Stalls on February 8th
5. CVS Fills More Pills As Pharmacy Benefits Growth Lifts Results on February 7th
6. Holiday Shopping And Fatter Margins Lift Ralph Lauren’s Earnings on February 7th
7. What’s The Oulook For Limited Brands’ Bath & Body Works? on February 7th
8. L’Oreal 2012 Sales Release: What We’re Watching on February 7th
9. Urban Oufitters’ Anthropologie Stores: Valuable Business Proposition But Still Recovering on February 7th
10. Tesla Motors Earnings Preview: Focus On Margins And Model S Sales on February 7th
11. Toyota Raises Forecasts As A Weak Yen Helps Profits on February 7th
12. U.S. And Latin American Growth Put Lipstick On Revlon’s Results on February 6th
13. A Snapshot Of Starbucks Corporation on February 6th
14. What’s The Impact Of Russia’s Anti-Smoking Law On Philip Morris? on February 6th
15. Key Earning Drivers For Philip Morris International on February 6th
16. Daimler Pre-Earnings: Tough Market Conditions In Europe And China Could Impact Margins on February 6th
17. Emerging Markets Drive Growth In Estée Lauder’s Profits on February 6th
18. Chipotle Reports Spicy Revenue Growth Though Margins Head South on February 6th
19. Green Mountain Earnings: Patent Expiries & Competition Could Spoil The Party on February 5th
20. Guess Is Worth $28 Following Efforts To Revive Its North American Results on February 5th
21. Is Las Vegas Sands Future Hitched To Macau? on February 4th
22. Are Jones Group’s Expansion Plans Helping? on February 4th
23. Chipotle’s Food Costs Could Weigh On Earnings As Restaurant Expansion Continues on February 4th
24. U.S. And China Auto Sales Will Drive Toyota’s Earnings on February 4th
25. Revlon’s Earnings Will Give Us A Much Needed Update On U.S. Sales on February 4th
26. Can Ralph Lauren’s New Initiatives Translate To Faster Earnings Growth? on February 4th
27. Under Armour Shows Sharp Growth In All Segments on February 4th
28. Watching For Flu, Express Scripts Impacts On CVS Caremark’s Earnings on February 4th

Technology

1. LinkedIn’s Huge Growth Shows That It Is A Dominant Online Recruiting Tool on February 8th
2. After Applied’s Rocky Year Earnings Could Point To Its Recovery on February 8th
3. Call Of Duty And Skylanders Help Activision Conquer The Video Game Industry on February 8th
4. Weekly Mobile Notes: Apple’s New iPad, Nokia’s Roller Coaster And Hope For BlackBerry on February 8th
5. Monster Worldwide Exits Brazil, Mexico & Turkey As Losses Mount on February 8th
6. OpenTable Chows Down On U.S. Growth But International Losses Spoil The Fun on February 8th
7. Yelp Looks Pricey Despite Big Growth On Expansion Costs on February 7th
8. Sina’s $68 Valuation: Key Drivers & Potential Risks on February 7th
9. Apple Takes On Microsoft With 128GB iPad As Tablets Munch On PC Sales on February 7th
10. Akamai Stumbles On Weak Holiday Sales on February 7th
11. Cree’s Is Leveraged To LEDs Growth But Worth $35 For Now on February 7th
12. AOL Earnings Preview: User Growth Key In The Competitive Landscape on February 7th
13. Nokia Fall Exaggerated As Turnaround Continues At All Divisions on February 6th
14. Shutterfly Caps Off The Year With A Strong Quarter on February 6th
15. Expedia Posts Another Strong Quarter Though Stiffer Competition Looms on February 6th
16. ADP’s $61 Fair Value Is Hitched To The U.S. Recovery on February 6th
17. Will LinkedIn’s International & Job Postings Earnings Growth Support Its Stock Price? on February 6th
18. Activision Pre-Earnings: Will Industry Headwinds And Competition Impact Subscriber Growth? on February 6th
19. Zynga Reports Better Than Expected Results But Lowers Guidance on February 6th
20. Oracle Acquires Acme Packet With An Eye On The Networking Market on February 5th
21. Monster’s Earnings Will Provide An Update On Strategy And Outlook on February 5th
22. Growing Demand For Video, E-Commerce Will Drive Akamai’s Earnings on February 5th
23. Baidu’s Earnings Disappoint As Margin Declines Offset Revenue Growth on February 5th
24. Yelp Earnings Will Highlight Revenue Growth And Expansion Plans on February 4th
25. ADP Earnings Preview: Employment Growth Expected to Drive Top-Line on February 4th
26. Zynga Awaits The Legalization Of Online Gambling For Growth on February 4th

Financial Services

1. Revising Credit Suisse Estimate To $32 On Outlook Despite Mixed Results on February 8th
2. Prudential’s Fourth Quarter Earnings Hit By Currency Fluctuations on February 8th
3. Manulife Reclaims Lost Ground In Canada And Shows Growth Abroad on February 8th
4. Visa’s Double-Digit Growth Contines With Global Shift To Cashless Payments on February 7th
5. Low Trading Volumes Sink CME’s Earnings And Outlook on February 6th
6. Hartford Shores Up P&C Business And Navigates Sandy, Divestitures on February 6th
7. U.S. Bancorp Bets Big On Renewable Energy Projects on February 6th
8. Wells Fargo To Double Down On Dubai As Part Of Expansion Plan on February 6th
9. NYSE Still In Search Of Growth Amid Low Trading Volumes on February 6th
10. Manulife Earnings Preview: What We’re Watching on February 5th
11. UBS Enters 2013 Revived Following Transformative Year on February 5th
12. Prudential Financial Earnings Preview: What We’re Watching on February 5th
13. Citigroup Puts Brazil Consumer Finance Business On The Block on February 5th
14. Visa’s Charged Up For Growth Ahead Of Earnings Despite Economic Headwinds on February 4th
15. CME Group Earnings: Competition And Weak Trading Environment In Focus on February 4th
16. NYSE Euronext Earnings Preview: What We’re Watching on February 4th

Media & Telecom

1. The New York Times Stock Jumps On Improved Outlook Post Earnings on February 8th
2. BlackBerry Surges On Positive Commentary But Uncertainty Still Remains on February 8th
3. Sprint Splashes More Red With Results As Questions On Future Linger on February 7th
4. News Corp’s Outlook Is Tied To Its Cable Networks Business Strength on February 7th
5. Time Warner Is Firing On All Cylinders Heading Into 2013 on February 7th
6. Sirius XM’s Business Stays On Track, Growth Opportunities Ahead on February 7th
7. Disney’s Earnings Lift Confidence For Growth In Core Businesses on February 6th
8. With Better Ratings Viacom Looks Poised For Growth In 2013 on February 5th
9. Sprint’s Earnings Will Be Eagerly Watched For Softbank Merger Updates on February 5th
10. New York Times New CEO And Digital Business Are The Focus Of Earnings on February 5th
11. News Corp Earnings: Cable Business, Improving Ad Market And Sports In Focus on February 5th
12. Time Warner Cable’s Pay-TV Business Is Still Losing Too Many Customers on February 5th
13. Sirius XM’s Stock Looks Rich Heading Into Earnings on February 4th

Energy & Utilities

1. Duke’s Earnings: We’re Watching Latin American Growth And Operational Improvements on February 8th
2. A Look At The Japanese Solar Market on February 8th
3. SunPower’s Loss Widens Despite Utility-Scale Growth on February 8th
4. Anadarko’s Future Looks Bright As Major Projects Are On Track on February 7th
5. Duke Energy Makes The Right Call By Retiring Troubled Nuclear Plant on February 6th
6. Oil Spill Still Haunts BP’s Earnings And Clouds Outlook on February 6th
7. Trends That Could Brighten SunPower’s Earnings on February 5th
8. Can Suntech Power Saudi Arabia? on February 5th
9. As Exxon Waits For Global Demand To Recover Refining Margins Pump Up Earnings on February 4th
10. Chevron Gains On Improved Refining Margins And Asset Exchange on February 4th

Basic Materials

1. Cliffs Will Feel The Pinch Of Impairments And Iron Ore Prices In Results on February 8th
2. With Writedowns In The Rearview ArcelorMittal Is Set For Recovery on February 7th
3. Silver Wheaton’s Deal With Vale Adds Another Future Revenue Stream To Its Portfolio on February 6th
4. ArcelorMittal’s Results Will Suffer From Weak Market Conditions And Writedowns on February 5th
5. Dow Shows A Slow Recovery For Plastics Though Agriculture Stands Out on February 4th

Health Care

1. Weekly Healthcare Notes: Roche Holdings Strong Pipeline & Merck’s Lawsuit Sets Precedent on February 8th
2. Singulair Patent Loss Hits Merck’s Earnings But International Growth Helps on February 4th

Industrials & Transportation

1. Pension Accounting Charge Sinks UPS’s Earnings Despite Higher Shipping Volume on February 5th