Trefis: Highlights Week Ending 08 March 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 73 top stories this week:

Technology (19 articles)

• Nokia, 3 articles (1, 14, 26)
• Qualcom, 3 articles (1, 3, 18)
• Nvidia, 2 articles (5, 18)
• Sina, 2 articles (17, 28)
• Trip Advisor, 2 articles (6, 13)
• Western Digital, 2 articles (10, 19)

Consumer (19 articles)

• American Eagle Outfitters, 2 articles (4, 9)
• Walgreen’s, 2 articles (7, 19)
  

Industrials & Transportation (9 articles)

• Union Pacific, 2 articles (1, 5)

Energy & Utilities (7 articles)

• Solar stocks, 5 articles (1,2, 4, 5, 6)

Media & Telecom (6 articles)

• China Mobile, 2 articles (2, 4)
• Dish Network, 2 articles (3, 8)

Basic Materials (5 articles)

• DuPont, 3 articles (1, 2, 4)

Health Care (5 articles)

• Johnson & Johnson, 3 articles (1, 3, 5)

Financial Services (11 articles)

All 73 investment stories this week are listed below.

Technology

1. Pandora’s Earnings Show Improved Mobile Monetization Though Cost Concerns Remain on March 8th
2. Is Travelzoo’s Local Deals Business A Good Opportunity Long-Term? on March 8th
3. Weekly Mobile Notes: Apple, BlackBerry And Qualcomm on March 8th
4. Samsung’s Sharp Investment Is Another Thorn In Apple’s Side on March 8th
5. Qualcomm Banks On Strong Cash Flows To Return More Capital To Shareholders on March 7th
6. Rising Smartphone Usage In Japan Will Lift Yahoo! Japan’s Mobile Ad Revenues on March 6th
7. F5 Networks Overview: What’s Driving Its $130 Valuation on March 6th
8. Pandora Media Earnings Preview: What We Are Watching on March 6th
9. These Undervalued Stocks Could Lead The Dow 30 Higher on March 6th
10. Current Trends Impacting Nvidia’s $19 Valuation on March 6th
11. Monster’s Valuation Hinges On A Better U.S. Job Market on March 6th
12. Perfect World Earnings Preview: New Games And International Operations In Focus on March 5th
13. IBM Spurs Growth With Focus On ‘Third Platform’ Services on March 5th
14. Here’s Why We Believe TripAdvisor’s User Base Will Continue To Climb on March 5th
15. Constant Contact’s Growth Potential And Improving Portfolio Support $17 Fair Value on March 5th
16. What Factors Can Turn Around AMD’s Business? on March 4th
17. Micron Is A Step Closer To Becoming The Second Largest DRAM Manufacturer on March 4th
18. How Will Digital Ad Service Atlas Help Facebook? on March 4th
19. Salesforce.com Shows Big Revenue Growth But Ballooning Costs Check Our Enthusiasm on March 4th

Consumer

1. Here’s How We Think Of CVS’s Retail Pharmacy Business on March 8th
2. Green Mountain’s Unilever Tea Deal Could Spur Vue Sales And More Deals on March 8th
3. Dunkin’ Donuts U.S. Growth Justifies The Run In Its Stock on March 8th
4. American Eagle Has A Bright Outlook Despite Softer Guidance on March 7th
5. What Else Is Brewing For Starbucks’ Stock? on March 7th
6. Comparing Gap’s Brands: Gap, Old Navy & Banana Republic on March 6th
7. Walgreen’s Monthly Sales Growth Will Be Challenging In The Near-Term on March 6th
8. Can GM And Ford Keep Trucking Ahead After Slower February Auto Sales? on March 6th
9. American Eagle Outfitters Debuts In The Philippines on March 6th
10. Hillshire Brands New Coverage: $38 Trefis Price Estimate on March 6th
11. Aeropostale Earnings Preview: Expecting Weakness To Continue on March 5th
12. How Important Is China To Ralph Lauren’s Long-Term Growth? on March 5th
13. Why Comparisons For McDonald’s Profit Margins Can Be Misleading on March 5th
14. Toyota Motors Could Get A Boost With New BoJ Governor on March 5th
15. Why China Is The Next Frontier For Kimberly-Clark on March 5th
16. Where Is Costco’s Store Productivity Heading? on March 5th
17. How Procter & Gamble Can Stop Its Slide In The Beauty Market on March 4th
18. Best Buy’s Price Matching Strategy Helps Results As Turnaround Efforts Drag On on March 4th
19. What’s The Outlook For Walgreen’s Revenue Per Prescription? on March 4th

Industrials & Transportation

1. Union Pacific’s Outlook For Key Commodity Groups Outlook In 2013 on March 8th
2. China Will Drive Caterpillar’s Long-Term Growth Despite Recent Weakness on March 8th
3. An Overview Of Our Fedex $122 Price Estimate on March 7th
4. Where Will Alaska Airlines Find Growth After Hawaii? on March 7th
5. The Key Trends Driving Union Pacific’s Coal Business In 2013 on March 7th
6. Lockheed’s Stock Is Highly Vulnerable To Sequestration Cuts on March 6th
7. An Overview Of CSX’s Key Businesses on March 5th
8. How Will Delta’s Oil Refinery Help Its Business? on March 4th
9. Norfolk Southern Feels The Pinch From Weaker Coal Demand on March 4th

Energy & Utilities

1. First Solar Looks Fairly Valued At $27 on March 7th
2. What Are Suntech’s Options As Debt Payment Looms? on March 7th
3. Anadarko Hopes To Sell A Stake In Mozambican Gas Block To Attract Industry Majors on March 6th
4. EU Starts Registering Chinese Solar Imports Bringing The Risk Of Retroactive Tariffs on March 6th
5. Yingli Green Energy Results Sag On Weak Prices on March 5th
6. Trina Solar Looks Fairly Valued As International Growth Offsets Margin Pressure on March 4th
7. Transocean Pumps Up Results On Higher Utilization From Deepwater Demand on March 4th

Media & Telecom

1. What Are DirecTV’s Plans For Latin America? on March 7th
2. Optimism Fuels BlackBerry Stock Though Uncertainty On Its Future Remains on March 7th
3. News Corp. Prepares To Launch National Sports Network Called Fox Sports 1 on March 7th
4. Verizon’s Potential Bid For Full Control Of Its Wireless Business Could Be Risky on March 6th
5. Viacom’s Success In The TV Production Business Could Boost Its Valuation on March 5th
6. How Big Can Netflix’s U.S. Streaming Business Get? on March 5th

Basic Materials

1. Dow Expands Its Solar Sector Ambitions With NuvoSun Acquisition on March 8th
2. Alcoa’s Massena Modernization Plan Final Decision Will Come By End Of March on March 8th
3. Cliffs Natural Is Upbeat About Big Chromite Projects Despite The Challenges on March 8th
4. ArcelorMittal Hedges Business Risk And Targets Growth With Mining Expansion on March 7th
5. Rio Tinto And Mongolian Government Locked In Negotiations But Mega Mine Keeps Humming on March 5th

Health Care

1. Johnson & Johnson: FDA Rejects Broader Use Of Anticlotting Drug Xarelto on March 8th
2. Pfizer: A Look At The Musculoskeletal Drugs Division on March 8th
3. Johnson & Johnson Could Tap The Huge Diabetes Market With New Drug Approval on March 6th
4. Bristol-Myers Squibb’s Major Patent Expirations Weigh On Its Outlook on March 5th
5. Weekly Healthcare Note: JNJ & Intuitive Surigcal on March 4th

Financial Services

1. The Fed’s Stress Test: Here’s Why It Matters on March 8th
2. NASDAQ Is Fairly Valued At $30 Even Though Management Believes Otherwise on March 6th
3. Why Do E-Trade Customers Trade More Often Than Charles Schwab’s? on March 6th