Trefis: Highlights Week Ending 12 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 70 top stories this week:

Financial Services (18 articles)

• Hartford Financial, 2 articles (14, 16)

Technology (17 articles)

Consumer (14 articles)

• Bed, Bath & Beyond, 2 articles (3, 12)

Media & Telecom (6 articles)

Industrials & Transportation (5 articles)

Basic Materials (5 articles)

Energy & Utilities (4 articles)

Health Care (4 articles)

• Roche Holdings, 2 articles (1, 2)

All 70 investment stories this week are listed below.

Financial Services

1. Ameritrade Earnings Preview: Uncertainty Around Trading Volumes Recovery on April 12nd
2. Banks Pocket Higher Debt Origination Fees As Debt Markets Continue To Grow In Q1 on April 12nd
3. Why Morgan Stanley Seeks A Buyer For Hub International on April 12nd
4. Cautious On Charles Schwab’s Earnings On Slow Recovery on April 12nd
5. Strong Q1 Equity Markets Should Boost Equity Underwriting Revenues on April 12nd
6. MasterCard Overview And Key Trends To Watch (Part 1) on April 11st
7. Here’s Why Goldman Created The Liberty Harbor Capital Unit on April 11st
8. UBS Plans Asia Advisory & Capital Markets Expansion on April 11st
9. An Overview Of The Japanese Life Insurance Market on April 10th
10. Big Banks Enjoy Higher M&A Revenues In Q1 Despite Slow Start For Advisory Services on April 10th
11. BlackRock Gains As ETF Industry’s Assets Swell Past $2 Trillion on April 10th
12. AIG Makes Smart Move To Avoid Former CEO Greenberg’s Bailout Lawsuit on April 9th
13. Wells Fargo Preview: Net Interest Margins And Mortgage Originations In Focus on April 9th
14. A Closer Look At Hartford’s Homeowners Insurance Business on April 8th
15. JPMorgan Q1 Earnings Preview: What We Are Watching on April 8th
16. A Closer Look At Hartford’s Automobile Insurance Business on April 8th
17. State Street Launches New Loan ETF With Blackstone on April 8th
18. U.S. Banking Review: Outstanding Credit Card Loan Comparisons on April 8th

Technology

1. IBM Earnings Preview: Looking For More Signs Of Recovery on April 12nd
2. Priceline Plans To Pare Expedia’s Lead In U.S. Online Bookings on April 12nd
3. Why Broadcom Is Cheap And Will Gain Market Share From The Smartphone Boom on April 12nd
4. Perfect World Continues To Focus On Web & Mobile Games In 2013 on April 11st
5. Yahoo Earnings Preview: What We Need To See on April 11st
6. eBay To Build On Its Strong 2012 Performance In Earnings on April 11st
7. How SanDisk Could Justify A $60 Stock Value on April 11st
8. How Texas Instruments Can Take Share In The Analog Semiconductor Market on April 10th
9. Travelzoo Could Post Another Strong Quarter Despite Challenging Macro Environment on April 10th
10. AOL’s Weaker Content Weighs On Display Ads Business And Valuation on April 10th
11. Nokia Captures Lion’s Share of Windows Phone Market Mitigating Competition Concerns on April 10th
12. Intel’s Earnings Will Show The PC Slowdown Continues on April 10th
13. AMD Targets Game Consoles To Soften Blow From PC Weakness on April 9th
14. F5 Falls On Weaker Guidance But New Products Could Spur Future Demand on April 8th
15. How Pandora’s Active User Base Growth Impacts Its Stock on April 8th
16. Sina Enters China’s E-Commerce Market With WeiboPay on April 8th
17. HR Services Lift Paychex’s Third Quarter Results on April 8th

Consumer

1. McDonald’s Earnings Preview: Expect A Tough First Quarter on April 12nd
2. Expecting Mild Chipotle Earnings As Cost Pressures Heat Up on April 11st
3. Bed Bath & Beyond Is Well Poised For Growth Following Steady Results on April 11st
4. What’s The Outlook For Ann’s LOFT Stores? on April 11st
5. Are RadioShack’s Glory Days Gone For Good? on April 11st
6. A Snapshot Of Urban Outfitters Stores’ Road To Recovery on April 11st
7. Walgreen Taps Prescription Sales And Retail Clinic Demand For Growth on April 10th
8. ANF Has Upside Potential With Hollister’s Expansion Abroad on April 10th
9. Guess’ European Strategy Targets Growth Markets To Overcome South’s Malaise on April 9th
10. Nike’s Market Share Gains Rely On Its Success In Emerging Markets on April 9th
11. Rite Aid’s Results Will Show Ongoing Efforts To Right Size Its Business on April 9th
12. Bed Bath & Beyond Earnings Preview: Trends In Focus on April 9th
13. Three Foreign Markets Where Gap Has Tremendous Growth Potential on April 8th
14. What’s The Upside From Coach’s New Brand Strategy On Its Valuation? on April 8th

Media & Telecom

1. Looking At Netflix’s DVD Business Past & Future on April 12nd
2. China’s New Mobile Network Rules Could Spur Competition on April 12nd
3. Revisiting Dish Network’s Wireless Ambitions on April 11st
4. What’s Driving Sirius XM’s Subscriber Base Growth? on April 10th
5. Cisco Bolsters Carrier Portfolio And Targets Data Demand With Ubiquisys Acquisition on April 9th
6. How CNN Can Reverse Its Sagging Ratings And Profits on April 8th

Industrials & Transportation

1. Can CSX Haul In A Good Earnings Report? on April 12nd
2. Norfolk Southern’s Chemical And Intermodal Units Help Lift Volumes on April 10th
3. Johnson Controls Expands HVAC Production Capacity In China On Rising Demand on April 9th
4. GE Broadens Its Oil & Gas Portfolio With Lufkin Acquisition on April 9th
5. Delta’s Outlook Is Stable Despite March Weakness on April 9th

Basic Materials

1. Dow And Monsanto Deal Sets The Stage For Next Generation Of GM Seeds on April 12nd
2. Barrick Gold Dealt Setback At Mega Mine By Chilean Court Ruling on April 11st
3. Newmont’s Stalled Conga Project In Peru Adds Risk To Outlook on April 10th
4. Alcoa’s Earnings Shine On Strong Demand For Value-Added Products on April 9th
5. Vale Plans Miles Of Conveyor Belts At Mega Mine To Cut Costs on April 8th

Energy & Utilities

1. First Solar’s Acquisition Of TetraSun Highlights A More Diversified Strategy on April 10th
2. Here’s What To Expect From Schlumberger In Q1 on April 10th
3. Here’s Why We Expect LDK Solar To Report A Lackluster Q4 on April 9th
4. Kinder Morgan Q1 Preview: Natural Gas Pipelines In The Spotlight on April 8th

Health Care

1. Roche’s Oncology Unit Drives Strong Results And Tamiflu Strength Surprises on April 12nd
2. Roche Earnings Preview: What We Are Watching on April 8th