Trefis: Highlights Week Ending 16 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 78 top stories this week:

Consumer (28 articles)

• GM, 2 articles (4, 18)
• Coca Cola, 2 articles (8, 19)
• Jones Group, 2 articles (1, 14)
• Pepsico, 2 articles (1, 14)

Technology (26 articles)

• Apple, 3 articles (1, 2, 15)
• Amazon, 2 article (5, 14)
• NetApp, 2 articles (10, 17)
• Nokia, 2 articles (2, 8)
• Nvidia (9, 16)
  
• Qualcom, 2 articles (2, 12)
• Trip Advisor, 2 articles (6, 13)

Media & Telecom (13 articles)

• Cisco, 2 articles (2, 10)
• Comcast, 2 articles (4, 9)
• DirecTV, 2 articles (1, 8)
  

Financial Services (16 articles)

• Bank of New York Mellon, 2 articles (3, 4)
• Barclay’s, 2 articles (3, 8)
• Goldman Sachs, 2 articles (3, 7)
  
• Met Life, 2 articles (1, 6)

Energy & Utilities (7 articles)

Basic Materials (7 articles)

• Barrick Gold, 3 articles (2, 5, 6)
• Rio Tinto, 2 article (1, 7)
  

Health Care (3 articles)

Industrials & Transportation (2 articles)

All 78 investment stories this week are listed below.

Consumer

1. PepsiCo’s Lackluster 2012 Performance Receives A Fourth Quarter Boost on February 15th
2. Lower Soda Sales Cast A Shadow Over DPS Results And Outlook on February 15th
3. Jones Group Shows Encouraging Results Despite Weak U.S. Retail Business on February 15th
4. GM Feels The Pinch Of European Losses And Weaker North American Margins on February 15th
5. Heinz $28 Bn Acquisition Price Implies Faster Global Growth And Thicker Margins Ahead on February 15th
6. How Valuable Are Costco’s Ancillary Businesses? on February 13rd
7. An Overview Of Under Armour’s $53 Valuation on February 13rd
8. Coca-Cola Slurps Up Growth Led By Emerging Markets on February 13rd
9. Here’s What Matters For Ralph Lauren’s $187 Valuation on February 13rd
10. Avon Products’ Finds Its Recovery In Emerging Markets on February 13rd
11. Here’s What Matters For Nike’s $56 Valuation on February 12nd
12. Dr Pepper Snapple Earnings Preview: What We’re Watching on February 12nd
13. Three Key Long Term Growth Strategies For Aeropostale on February 12nd
14. PepsiCo Pre-Earnings: Snacking On Emerging Markets Growth on February 12nd
15. L’Oréal Shows Strong Growth In Asia-Pacific, Africa on February 12nd
16. Jones Group Earnings: U.S. Stores Consolidation And Int’l Retail Growth In Focus on February 11st
17. Here’s What Matters For Coach’s $66 Valuation on February 11st
18. GM Pre-Earnings: Cruising In North America And China While Europe Sputters on February 11st
19. Coca-Cola’s Emerging Markets Growth Will Sweeten Earnings on February 11st
20. Why Home Depot And Lowe’s Sales Will Heat Up In 2013 on February 11st
21. Philip Morris Lights Up Growth As Asia & EEMA Compensate For European Woes on February 11st

Technology

1. Apple Snaps Up Enterprise Customers At BlackBerry’s Expense on February 15th
2. Weekly Mobile Notes: Apple, Nokia And Qualcomm on February 15th
3. Applied Materials Earnings Hint At Recovering Semiconductor Equipment Market on February 15th
4. Activision’s Clever Ways To Make More From Games Drives $16 Value on February 14th
5. How Amazon Can Dominate The eBook Market on February 14th
6. TripAdvisor’s Focus On Hotels, Social Media & Mobile Are Paying Off on February 14th
7. After Slow Start Sina Is Now Focused On Monetizing Weibo on February 14th
8. Nokia Remains Windows Phone Top Vendor But Faces Uncertain Oulook on February 14th
9. Nvidia’s Dominance In GPUs And Higher Tegra Sales Lift Outlook on February 14th
10. NetApp’s Results Driven By Growing Flash Adoption And Software Prowess on February 14th
11. Broadcom Achieves LTE-Compatibility But Qualcomm Is Hardly Threatened on February 13rd
12. Qualcomm’s Rumored Nexus 7 Win May Be Just That, A Rumor on February 12nd
13. TripAdvisor To Post Another Quarter Of Strong Growth on February 12nd
14. Is Amazon Planning A Secondary Market For Digital Products? on February 12nd
15. Apple Benefits From Cash Allocation Talks But It Still Needs A Better China Strategy on February 11st
16. Nvidia’s Earnings Preview: Tegra Sales & Kepler Architecture In Focus on February 11st
17. NetApp Pre-Earnings: Services And Software Growth Help Offset Hardware Weakness on February 11st
18. AOL’s Outlook Improves On Ad Growth But Lofty Valuation A Concern on February 11st
19. Hotel Bookings And Expanding Mobile Platform To Drive Searches On Travelzoo on February 11st

Media & Telecom

1. DirecTV Shows Controlled Growth In The U.S. & Aggressive Expansion In Latin America on February 15th
2. Cisco’s Earnings Were Solid Despite Macro Challenges on February 14th
3. Verizon Introduces Scorecard For Android Apps on February 14th
4. An Energized Comcast Heads Into 2013 With Growth Plans on February 14th
5. China Mobile Could Find Its Next Leg Of Growth Outside Of China on February 13rd
6. CBS Earnings Preview: Cable Networks And Ad Revenues In Focus on February 13rd
7. FCC Rejects DISH’s Request On Softbank-Sprint Merger on February 13rd
8. DirecTV Earnings Preview: Subscriber Adds And Latin America In Focus on February 12nd
9. Comcast Earnings Preview: What We’re Watching on February 12nd
10. Cisco Earnings Can Ride The IT Recovery Higher on February 11st

Financial Services

1. MetLife Cuts Back On Variable Annuities While Expanding In Emerging Markets on February 15th
2. Banks Debt Valuation Accounting Rules Need A Revision on February 15th
3. Financials Weekly Notes: BNY Mellon, Goldman And Barclays on February 15th
4. BNY Mellon Loses $850 Million Tax Lawsuit Pushing Quarter Into The Red on February 14th
5. Here’s Why BlackRock Is Reviewing Its ETF Index Contracts on February 13rd
6. MetLife Earnings Preview: Annuities And International Business In Focus on February 13rd
7. Goldman’s Volcker Rule Policy: Creative And Profitable Compliance on February 13rd
8. Barclays Announces Job Cuts, Shakeup After A Forgettable 2012 on February 12nd
9. RBS Foots $612 Million Bill To Settle LIBOR Manipulation Charges on February 11st

Energy & Utilities

1. Lower Production Costs Help Alpha Natural Narrow Q4 Loss on February 15th
2. Duke Energy’s Results Fueled By Progress Merger on February 14th
3. Chesapeake Preview: Liquids Production And Asset Sales In Focus on February 13rd
4. Transocean’s Deepwater Opportunities In The U.S. Gulf Of Mexico on February 13rd
5. How The QBotix Partnership Can Help Trina Solar Further Its Utility Scale Plans on February 12nd
6. ANR Q4 Preview: Thermal Coal Outlook In Focus on February 12nd
7. Why Suntech Is Expanding Into Uzbekistan on February 11st

Basic Materials

1. Rio Tinto’s Earnings Show Cost Cutting Efforts And Demand Recovery Are Critical To Outlook on February 15th
2. Barrick Gold Faces Higher Costs, Books Impairment Charges On Copper Business on February 15th
3. Cliffs Profits Hit By Low Iron Ore Prices, Volatility To Continue on February 14th
4. Why Value Added Products Are The Key To Alcoa’s Future on February 13rd
5. Barrick Gold African Unit’s Slump And Uncertain Fate Weigh On Outlook on February 13rd
6. Barrick Gold Earnings: What We Are Watching on February 12nd
7. Rio Tinto’s Earnings: Writedowns And CEO Replacement Raises Questions On Outlook on February 12nd

Health Care

1. Medtronic Earnings Will Highlight Improving Sales Outlook Despite Pricing Pressures on February 15th
2. Roche Holdings: Revised $58 Price Estimate On Strong Pipeline on February 14th
3. How Medtronic Could Justify A $55 Stock Value on February 13rd

Industrials & Transportation

1. American Airlines And US Airways Merger Will Create An Industry Behemoth on February 15th
2. Boeing Will Increasingly Rely On International Defense Sales on February 14th