Trefis: Highlights Week Ending 05 April 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 76 top stories this week:

Technology (18 articles)

Consumer (17 articles)

• Casino stocks, 3 articles (10, 13, 16)

Financial Services (10 articles)

• U.S. Banking Review, 3 articles (6, 8, 10)
• Nasdaq OMX, 2 articles (4, 7)
  

Energy & Utilities (8 articles)

• Solar stocks, 3 articles (3, 5, 6)

Media & Telecom (9 articles)

• AT&T, 2 articles (3, 4)
• Verizon, 2 articles (2, 4)

Industrials & Transportation (5 articles)

Basic Materials (5 articles)

• Alcoa, 2 articles (1, 5)

Health Care (4 articles)

All 70 investment stories this week are listed below.

Technology

1. Seagate Should Surf These Storage Trends To $38 on April 5th
2. Why Does Europe Offer Great Growth Potential For Travelzoo? on April 5th
3. With New Agreement Micron Gains Additional DRAM Capacity From Inotera on April 4th
4. Accenture’s Results Show Outlook Steadily Improving on April 4th
5. Expedia Adds a New Mobile Feature To Tap Expanding Mobile User Base on April 4th
6. Here’s Why OpenTable’s Stock Is Overvalued on April 3rd
7. Apple May Speed Up iPhone Launch And Release A Cheaper Version This Year on April 3rd
8. Cree Upgrades Its LED Street Lights Portfolio To Tap Growth on April 3rd
9. Why Baidu’s Stock Is Struggling Despite Its Cheap Valuation on April 3rd
10. Better Customized Content Can Help Drive Growth For Yahoo! on April 2nd
11. Another Look At Why Yelp’s Stock Is Too Pricey on April 2nd
12. Nokia Faces Tough Decision On NSN’s Future As Siemens Plans Exit on April 2nd
13. Electronic Arts CEO Exits Leaving A Mixed Legacy on April 2nd
14. TripAdvisor Expands Its Mobile Platform By Partnering With Samsung on April 2nd
15. Hotel Queries On Kayak Are Expected to Grow Significantly on April 2nd
16. Applied Remains Committed To Its Solar Division Business Despite Its Slump on April 1st
17. Nvidia Will See Quicker Growth Ahead On PC Market Recovery on April 1st
18. Trends Driving Broadcom’s 20% Upside on April 1st

Consumer

1. GM Can Lift Profit Margins Selling More Pickups And Cadillacs on April 5th
2. After A Big Recovery Chipotle Shares Look Fairly Valued on April 4th
3. Can Aeropostale Sell More Clothes Online Via Mobile Phones? on April 4th
4. Three Reasons To Be Optimistic About Harley-Davidson on April 4th
5. Toyota Steps On The Gas In Developing Markets Expansion on April 3rd
6. American Eagle Outfitters Sees Chilly Spring Sales Despite Positive Outlook on April 3rd
7. Tesla To Turn Profitable This Quarter But Keep Expectations In Check on April 2nd
8. What Factors Drive Philip Morris’ Cigarette Revenues In Asia? on April 2nd
9. How World Market Stores Can Help Bed Bath & Beyond on April 2nd
10. Singapore Operations More Valuable To Las Vegas Sands Than Vegas on April 2nd
11. Thicker Margins For Under Armour Support Its Outlook on April 2nd
12. Jones Group Has A Large Growth Opportunity In Its Retail Channel on April 1st
13. Wynn Eyes Boston Gaming License But The Real Growth Is Abroad on April 1st
14. What Factors Support Our Bullish Outlook On Costco? on April 1st
15. Are Warning Bells Ringing Again For Ford? on April 1st
16. MGM Gains Some Support For Its Massachusetts Casino Proposal on April 1st
17. Here’s Why We Think Target Is Fairly Valued At $69 on April 1st

Financial Services

1. A Closer Look At Hartford’s Automobile Insurance Business on April 5th
2. State Street Launches New Loan ETF With Blackstone on April 5th
3. A Closer Look At NASDAQ’s Plans For An ETF Platform on April 5th
4. Here’s Why CME’s Extended Hours Trading Is Unlikely To Return on April 5th
5. Deutsche Bank Under Investigation For Allegedly Covering Up $12 Billion In Losses on April 4th
6. U.S. Banking Review: Assets Under Custody Comparisons on April 4th
7. Here’s What NASDAQ’s ETF Move Means For NYSE Euronext on April 4th
8. U.S. Banking Review: Customer Deposits Comparisons on April 3rd
9. Credit Suisse Expands Private Wealth Reach In Eastern Europe & Middle East on April 2nd
10. U.S. Banking Review: Third-Party Mortgage Servicing Comparisons on April 1st

Energy & Utilities

1. Duke Energy: An Overview Of The Chilean Operations on April 5th
2. What’s The Value Of Kinder Morgan’s Trans Mountain Pipeline? on April 4th
3. Here’s Why We Think LDK Solar Could Be In Trouble on April 3rd
4. Japan Cuts Feed-In-Tariffs But Impact Should Be Minimal on April 3rd
5. Are First Solar’s Thin-Film Panels Falling Behind? on April 2nd
6. Suntech’s Outlook Dims Following Subsidiary’s Bankruptcy on April 2nd
7. Chesapeake Updates: Interim CEO, Asset Sales And Rising Gas Prices on April 2nd
8. Higher Natural Gas Prices Are No Boon For ANR’s Thermal Coal Business on April 1st
9. Anadarko’s New Natural Gas Plant Will Help Its Eagle Ford Shale Operations on April 1st

Media & Telecom

1. Weekly Mobile Notes: BlackBerry Earnings, Nokia Siemens And Apple’s Next iPhone on April 5th
2. Vodafone’s Stake In Verizon Wireless Was Probably Too Pricey For Verizon on April 5th
3. AT&T Chases Verizon As LTE Coverage Becomes A Differentiating Factor on April 5th
4. Weekly Telecom Notes: Verizon’s Vodafone Stake, Sprint-Clearwire Saga and AT&T’s LTE Binge on April 5th
5. Should CBS Get Rid Of Its Publishing Business? on April 3rd
6. How Is U.S. Theme Park Attendance Trending For Disney? on April 3rd
7. Juniper’s Software Defined Networking Plans Come To Life With New Programmable Switch on April 3rd
8. Clearwire Rebuffs Dish By Accepting Second Monthly Financing From Sprint on April 1st
9. A Snapshot Of News Corp’s Broadcasting Division on April 1st

Industrials & Transportation

1. Union Pacific Is A Key Beneficiary Of Growing U.S-Mexico Trade on April 5th
2. CSX Benefits From The Recovering Housing And Auto Markets on April 4th
3. JetBlue’s Low Cost Focus Includes Adding Sharklets To Its Wing Tips on April 2nd
4. UPS Expands Preferred Ocean Freight Delivery Services on April 1st
5. Pratt & Whitney’s More Fuel Efficient PurePower Engines Support Its Positive Outlook on April 1st

Basic Materials

1. Alcoa Earnings Preview: Lower Aluminum Prices Will Weigh On Results on April 5th
2. Vale Stalls Guinean Iron Ore Project Amid Dispute And Falling Prices on April 4th
3. ArcelorMittal’s U.S. Patent Confirmation For High Strength Steel Boosts Auto Division Prospects on April 3rd
4. A Closer Look At Barrick Gold’s Crucial Pascua Lama Project on April 2nd
5. Alcoa Gives Green Light To The Massena Modernization Plan on April 2nd

Health Care

1. Pfizer’s Oncology Division Gets A Boost With European Approval For Bosulif on April 4th
2. Johnson & Johnson Gets A Big Win As FDA Approves New Diabetes Drug on April 3rd
3. UnitedHealth Jumps As Medicare Reimbursement Rates Raised on April 2nd
4. Medtronic: A Look At The Cardiovascular Market on April 1st