Trefis: Highlights Week Ending 19 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 78 top stories this week:

Technology (21 articles)

• AMD, 2 articles (3, 20)
• Microsoft, 2 articles (4, 15)
• Nokia, 2 articles (6, 18)
• Western Digital (1, 8)
  

Financial Services (18 articles)

• American Express, 2 articles (4, 15)
• Ameritrade, 2 articles (7, 17)
  

Consumer (12 articles)

• Coca Cola, 2 articles (7, 12)
• Phillip Morris, 2 articles (1, 10)
  

Health Care (7 articles)

• Abbott Labe, 2 articles (1, 6)

Energy & Utilities (5 articles)

• LDK, 2 articles (3, 5)
  

Industrials & Transportation (5 articles)

• Union Pacific, 2 articles (1, 5)
  

Basic Materials (5 articles)

• Freeport McMoran, 2 articles (1, 5)
• Rio Tinto,  2 articles (3, 4)
  

Media & Telecom (5 articles)

• Verizon, 2 articles (1, 4)

All 78 investment stories this week are listed below.

Technology

1. Western Digital Earnings To Show Storage Demand Growth Despite PC Slump on April 19th
2. AMD’s Result Confirm Improving Operational Efficiency on April 19th
3. IBM Lays An Egg On Failure To Convert Deals And Growth Market Weakness on April 19th
4. Office And Servers Lift Microsoft As PC Slump Hits Windows on April 19th
5. SanDisk Shows Stable Pricing Amid Improving Outlook on April 19th
6. Nokia’s Emerging Market Sales Disappoint But Long-Term Lumia Story Still Intact on April 19th
7. Travelzoo Shows Impressive Growth Despite Macro Environment on April 19th
8. What Trends Can Drive Western Digital To $60? on April 18th
9. eBay’s Mobile And Global Push Delivers Solid Growth on April 18th
10. How Supplementary Services Help ADP Improve Client Stickiness on April 18th
11. What’s Facebook’s Social Commerce Business Outlook? on April 18th
12. Yahoo Earnings: Mixed Results But Progress Being Made on April 18th
13. Texas Instruments Earnings: Increasing Focus On Analog & Embedded Markets on April 17th
14. Intel Holds Its Ground Despite Dismal PC Sales on April 17th
15. Microsoft Pre-Earnings: Weak PC Sales Expected To Drag On Windows OS Results on April 16th
16. SAP Earnings: HANA, Cloud Services And Mobile Applications Will Drive Results on April 16th
17. Google Earnings: Mobile And YouTube Are Key Growth Drivers on April 16th
18. Nokia Earnings: Emerging Markets Lumia Sales In Focus on April 16th
19. Nvidia Speeds Up Its LTE Integration At The Expense Of Its Short Term Growth on April 15th
20. AMD To Post Another Difficult Quarter With Dismal PC Sales on April 15th
21. LinkedIn Makes A $90 Million Bet On Pulse To Help Drive User Engagement on April 15th

Financial Services

1. Capital One’s Buyback Plan Draws Attention Away From Lukewarm Results on April 19th
2. Morgan Stanley’s Results Show A Shift In Its Business Model on April 19th
3. No Surprises From BNY Mellon Results As Assets Swell on April 18th
4. American Express Gains On Consumer Spending And International Growth on April 18th
5. Don’t Ignore The Positive Trends Underlying BofA’s Results on April 18th
6. Why eSpeed Seems Like A Good Buy For NASDAQ on April 18th
7. Ameritrade’s Asset Growth Remains Strong As Trading Declines on April 17th
8. Goldman’s Strong Q1 Figures Come With A Warning Of Tough Times Ahead on April 17th
9. U.S. Bancorp Profits Edge Higher Even As Revenue Takes A Hit on April 17th
10. Raising BlackRock Estimates As Profits Swell On Market Recovery on April 17th
11. E*Trade Pre-Earnings: Asset And Accounts Growth Expected While Trading Struggles on April 16th
12. Asset Growth Drives Schwab’s Results As Trading Revenue Declines on April 16th
13. Citi Flexes International Muscle With Strong Earnings on April 16th
14. Wells Fargo Continues Record Run Despite Mortgage Setback on April 15th
15. American Express Earnings Preview: What We’re Watching on April 15th
16. JPMorgan’s Record Earnings Fail To Ease Concerns Over Slowing Revenue Growth on April 15th
17. Ameritrade Earnings Preview: Uncertainty Around Trading Volumes Recovery on April 15th
18. Banks Pocket Higher Debt Origination Fees As Issuance Climbs In Q1 on April 15th

Consumer

1. Philip Morris’ Cigarette Volumes Slump Worsened By New Philippines Tax on April 19th
2. PepsiCo Snacks On Greater Market Share In Emerging Markets on April 19th
3. RadioShack Expected To Report Soft Q1 Results on April 18th
4. Here’s Why We Think Ralph Lauren Is Worth $190 on April 18th
5. Kimberly Clark Preview: What We’re Watching on April 18th
6. Will Under Armour Keep Flexing Its Growth Muscles In Upcoming Earnings? on April 17th
7. Coca-Cola Earnings Reflect Its International Strength on April 17th
8. Kraft Foods Group New Coverage: $55 Trefis Price Estimate on April 17th
9. Why Is Sam’s Club Important For Wal-Mart? on April 17th
10. Philip Morris Earnings Face Headwinds From Anti-Tobacco Laws on April 16th
11. Consolidation And Generics Help Rite Aid Report Its First Profitable Year In Five on April 15th
12. Coca-Cola Earnings: Emerging Markets And Still Beverages Volumes In Focus on April 15th

Health Care

1. Nutritionals Growth Abroad Fuels Abbott’s Results on April 19th
2. Pfizer: Breast Cancer Drug Gets Breakthrough Status on April 18th
3. Healthy Pharma Growth Lifts Johnson & Johnson’s Outlook on April 17th
4. Intuitive Surgical: Strong Growth Expected Despite Media Distractions on April 16th
5. Boston Scientific: A Look At The Peripheral Intervention Business on April 16th
6. Abbott Labs Pre-Earnings: Nutritionals To Drive Growth on April 15th
7. Johnson & Johnson Earnings Will Show Solid Growth on April 15th

Energy & Utilities

1. A Weak Fracking Market Will Weigh On Halliburton’s Results on April 19th
2. KMP Has Another Strong Quarter Boosted By Recent Acquisitions on April 18th
3. LDK’s Losses Widen On Impairments And Weak Shipments on April 18th
4. Baker Hughes Q1 Preview: Operational Improvements Can Soften U.S. Gas Drilling Blow on April 17th
5. LDK Defaults On $7.2 Million Payment; We Think It’s Just Start Of Their Troubles on April 17th

Industrials & Transportation

1. Union Pacific Hauls In Pricing And Efficiency Gains on April 19th
2. Weaker Demand Will Dig Into Caterpillar’s Earnings on April 18th
3. GE Earnings Preview: Industrials Businesses To Drive Growth on April 18th
4. CSX’s Earnings Grow Despite Significantly Weaker Coal Revenues on April 17th
5. Union Pacific Will Lean On Intermodal And Chemicals Growth In Earnings on April 16th

Basic Materials

1. Freeport Reports Lower Profits On Weak Copper Prices, Projects On Track on April 19th
2. Falling Gold Prices Take The Shine Off Mining Majors on April 17th
3. Rio Tinto Q1 Output Up And Production Guidance Intact on April 16th
4. Rio Tinto’s Copper Output Will Suffer Due To Landslide At Major U.S. Mine on April 16th
5. Weak Copper Prices Will Dull Freeport McMoran’s Earnings on April 16th

Media & Telecom

1. Verizon’s LTE And Shared Data Plans Lift Results on April 19th
2. Netflix Earnings Preview: Subscriber Growth Momentum To Continue on April 18th
3. Dish’s Bid For Sprint Is Risky But Could Strengthen Hand With Triple-Play Bundles on April 16th
4. Verizon Earnings: Can Smartphone And LTE Growth Lift Earnings? on April 16th
5. What’s At Risk In News Corp’s Feud With Aereo? on April 15th