Trefis: Highlights Week Ending 15 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 74 top stories this week:

Technology (23 articles)

• Apple, 3 articles (1, 20, 22)
• Samsung, 3 articles (1, 2, 22)

Consumer (17 articles)

• Costco, 2 articles (7, 16)

Financial Services (7 articles)

• Fed stress tests, 2 articles (2, 7)

Energy & Utilities (7 articles)

Media & Telecom (6 articles)

• Research in Motion, 2 articles (3, 4)

Industrials & Transportation (4 articles)

• Boeing, 2 articles (2, 4)

Health Care (4 articles)

• Merck, 3 articles (2, 3, 4)

All 74 investment stories this week are listed below.

Technology

1. Weekly Mobile Notes: Apple, BlackBerry And Samsung on March 15th
2. Samsung Has Its Sights Firmly On Apple With Galaxy S4 Launch on March 15th
3. Motorola Sharpens Its Focus On Public Safety Video And LTE Growth As Data Demand Surges on March 15th
4. A Review Of Our Microsoft $42 Price Estimate on March 14th
5. eBay Still Has Huge Emerging Markets And Mobile Potential Despite Slower February Sales on March 14th
6. Spotify Expands Free Radio Service Abroad, Should Pandora Be Worried? on March 14th
7. Here Are The Key Drivers To Broadcom’s $44 Valuation on March 14th
8. How Tegra Is Lifting Nvidia’s Outlook on March 14th
9. Accenture Leans On Outsourcing As Its Consulting Business Recovers on March 14th
10. Kayak Focuses On Its European Expansion Before Joining Priceline on March 14th
11. Akamai Falls On Overblown Accounting Concerns But Long-Term Growth Still An Issue on March 13rd
12. AMD Overview: What’s Driving Its $3.15 Valuation on March 13rd
13. Low-End Lumia Adoption Key As Nokia Slumps To Seventh In Chinese Smartphone Market on March 13rd
14. Lexmark Acquires Two Companies To Support Growth In Cloud And Retail Solutions on March 12nd
15. VeriSign’s Slowing Growth Underlies Our $41 Valuation on March 12nd
16. Here’s Why We Believe Cree’s Stock Is Capped At $35 on March 12nd
17. Micron’s Earnings Preview: Stabilizing Prices & Mobility Trend To Drive Demand on March 12nd
18. Perfect World’s Fourth Quarter Results Disappoint on March 12nd
19. Why Would LinkedIn Buy Pulse? on March 12nd
20. Will Apple Give Up Design Control For A Low-End iPhone? on March 11st
21. Facebook Redesigs News Feed In A Bid To Improve Monetization on March 11st
22. Apple May Enlist Intel As Mobile Chip Supplier To Diversify Away From Samsung on March 11st
23. Texas Instruments Narrows Its Q1 Revenue Target As Order Book Strengthens on March 11st

Consumer

1. Why Colgate Can Grow Its Emerging Markets Sales Despite Stiff Competition on March 15th
2. Sizing Up Las Vegas Sands’ Performance In Macau on March 15th
3. Daimler’s Stock Rolls With Mercedes Benz’s Success In U.S. And China on March 15th
4. Liquidity Concerns Mount For Tesla Following Loan Repayment And Model X Delays on March 14th
5. Nike Earnings Preview: China And Europe Could Offset N. America Growth on March 14th
6. Direct Channel And Holiday Sales Boost Urban Outfitters’ Earnings on March 14th
7. Costco Q2 Earnings: Steady Results Confirm Bright Outlook on March 13rd
8. Asia-Pacific And U.S. Prestige Beauty Demand Lifts Estée Lauder’s Outlook on March 13rd
9. Abercrombie & Fitch’s U.S. Consolidation And Targeted Expansion Abroad Will Help Profitability on March 13rd
10. Are McDonald’s Rising Sales Coming At The Cost Of Margins? on March 13rd
11. Wal-Mart’s Strategies To Drive Growth In An Otherwise Saturated U.S. Market on March 13rd
12. Rite Aid’s Outlook Clouded By Generics Threat And Loss Of Express Scripts Prescriptions on March 12nd
13. Key Drivers For Under Armour’s $53 Valuation on March 12nd
14. What’s Driving Jones Group’s Positive Outlook? on March 11st
15. Guess? Earnings Preview: What We’re Watching on March 11st
16. Costco’s Results Will Benefit From Growing Membership on March 11st
17. Ann’s Long-Term Outlook Is Encouraging Despite Weak Q4 Results on March 11st

Financial Services

1. Discover Financial Earnings: What We’re Watching on March 15th
2. The Fed’s Stress Test: The Winners And Losers Of Banks’ Proposed Capital Plans on March 15th
3. NASDAQ And SharesPost’s Private Market Is A Good Idea But Has A Long Way To Go on March 15th
4. NYSE Euronext’s Weak Operating Performance Weighs On Its Outlook on March 14th
5. Here’s Why Ameritrade Continues To Attract Assets Despite Low Trading Levels on March 13rd
6. How Will Hartford Build On Its Property And Casualty Insurance Business? on March 11st
7. The Fed’s Stress Test: Summary, Results And Implications on March 11st

Energy & Utilities

1. Anadarko’s Mozambican Gas Stake In Focus As Global Energy Majors Show Interest on March 15th
2. Why BP’s Investors Should Cheer TNK-BP’s Sale on March 13rd
3. A Closer Look At Kinder Morgan Partners’ Tennessee Gas Pipeline on March 13rd
4. International Assets Will Boost Exxon’s Upstream Production on March 12nd
5. Chevron Bets Big On Australian Shale Given Asian Demand on March 12nd
6. Suntech Buys Time As Some Bondholders Agree To Defer Payment Date To May on March 12nd
7. Baker Hughes Could Be Impacted As U.S. Gas Drilling Hits 14-Year Low on March 11st

Basic Materials

1. A Closer Look At Silver Wheaton’s Rosemont And Constancia Mines on March 14th
2. DuPont’s New Drought Tolerant Corn Can Help Improve Yields And Gain Market Share on March 14th
3. Vale Mothballs $6 Billion Argentine Potash Project Indefinitely To Save Cash on March 13rd
4. U.S. Steel Faces The Threat Of Rising Imports In 2013 on March 13rd
5. Has Rio Tinto Halted The Simandou Project Over Financing Issues? on March 13rd
6. Will Vale Cancel $6 Billion Argentina Potash Project After Tax Break Rejection? on March 11st

Media & Telecom

1. News Corp’s Publishing Unit Gets More Cash Boosting Its Implied Valuation on March 14th
2. Juniper Wins PEER 1′s Data Center Contract As Demand For Data Surges on March 14th
3. It’s Too Early To Get Excited About BlackBerry’s Revival on March 14th
4. BlackBerry To Finally Launch BB10 In The U.S. Amid Shaky Outlook on March 12nd
5. Comcast’s On-Demand Services Deliver Growth Amid A Saturated Pay-TV Market on March 11st
6. DirecTV Could Share Rights Of NFL Sunday Ticket To Improve Margins on March 11st

Industrials & Transportation

1. What’s Driving Our UPS $85 Price Estimate on March 15th
2. Boeing Moves Closer To Returning 787s To Service With FAA Approval Of Its Plan on March 13rd
3. What’s Fueling FedEx’s Adoption Of Natural Gas Powered Trucks? on March 12nd
4. Boeing Raises Commercial Production Rates On Strong Aircraft Demand on March 12nd

Health Care

1. Roche Holdings: New Drugs Drive Oncology Unit’s Growth on March 15th
2. Merck Jumps As IMPROVE-IT Study Will Continue on March 13rd
3. Merck Intensifies Efforts To Tap The Biologics Market With New R&D Head on March 11st
4. Weekly Healthcare Notes: Abbott Labs, Merck, Pfizer & JNJ on March 11st