Trefis: Highlights Week Ending 26 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 123 top stories this week:

Technology (33 articles)

• Apple, 2 articles (13, 31)
• Broadcom, 2 articles (17, 32)
• Cree, 2 articles (12, 30)
• Expedia, 2 articles (6, 16)
• F5, 2 articles (7, 21)
• Lexmark, 2 articles (9, 27)
• Qualcomm, 2 articles (11, 23)
• VM Ware, 2 articles (4, 29)
• Yahoo!, 2 articles (3, 14)
  

Consumer (30 articles)

• Coach, 2 articles (3, 12)
• Colgate-Palmolive, 2 articles (8, 17)
• Dr. Pepper Snapple, 2 articles (12, 26)
• Dunkin Donuts, 2 articles (5, 23)
• Ford, 2 articles (6, 27)
• Proctor & Gamble, 2 articles (11, 25)
• Revlon, 2 articles (2, 16)
• Unilever, 2 articles (4, 19)
  

Industrials & Transportation (20 articles)

• Johnson Controls, 2 articles (2, 16)
• Lockheed Martin, 2 articles (3, 15)
• Norfolk Southern, 2 articles (4, 20)
• UPS, 2 articles (1, 6)
• United Technologies, 2 articles (5, 17)
  

Media & Telecom (15 articles)

• Sprint, 3 articles (3, 6, 12)
• AT&T, 2 articles (8, 13)
• Juniper Networks, 2 articles (7, 15)
• Sirius XM, 2 articles (1, 5)
  

Financial Services (14 articles)

• Discover, 2 articles (8, 14)
• Travelers, 2 articles (5, 13)
  

Basic Materials (11 articles)

• Barrick Gold, 2 articles (5, 10)
• Cliff’s Natural Resources, 2 articles (3, 9)
• DuPont, 2 articles (6, 11)
• Dow Chemical, 2 articles (2, 7)
  

Energy & Utilities (5 articles)

• Conoco Phillips, 2 article (1, 3)
  

Health Care (5 articles)

• Bristol-Myers Squibb, 2 articles (1, 3)

All 123 investment stories this week are listed below.

Technology

1. Electronic Arts Banks On Digital Revenues For Growth on April 26th
2. Motorola Cuts Guidance As Macro Concerns Persist on April 26th
3. Mobile And Partnerships Helps Yahoo! Japan Post Double Digit Growth on April 26th
4. VMware’s Growth Slows But Its Outlook Remains Strong on April 26th
5. Akamai Results Surprise On The Upside As Online Traffic Surges on April 26th
6. Hotel Bookings Continue To Spur Expedia’s Growth on April 26th
7. New Products Will Bolster F5′s Competitiveness And Drive Growth on April 25th
8. TripAdvisor Improves Ad Effectiveness By Making Sure They Are Viewed on April 25th
9. Lexmark Slows Less Than Expected As Restructuring Supports Outlook on April 25th
10. Samsung Will Show Smartphones Are All The Rage Behind Earnings on April 25th
11. Qualcomm Maintains Strong Top Line Growth But Keep An Eye On Margins on April 25th
12. Cree’s Growth Shines On LED Lighting Demand on April 24th
13. Apple’s Mixed Report Shows Need For Faster Emerging Markets Growth on April 24th
14. Yahoo! JAPAN Pre-Earnings: Strong Mobile Users To Support Revenue Growth on April 24th
15. Constant Contact Should Report Solid User Base Growth on April 24th
16. Expedia’s Quarterly Results To Show Continued Growth Momentum on April 24th
17. Broadcom’s Results Confirm Its Bright Prospects on April 24th
18. Amazon’s Earnings: Visibility On Profit Margins Needed To Lift Stock on April 23rd
19. Akamai Earnings Will Show The Strength Of Its Future Growth Drivers on April 23rd
20. Zynga Earnings Preview: Looking For Growth Catalysts on April 23rd
21. Macro Factors Could Slow F5′s Quarter But Long Term Growth Remains on April 23rd
22. EMC Earnings: VMWare And Lenovo’s Tie-Up Can Add To Growth on April 23rd
23. Qualcomm Earnings: Apple’s Impact Will Be Closely Watched on April 23rd
24. Texas Instruments Results Are Encouraging Amid Wireless Exit on April 23rd
25. Baidu’s Earnings: Competition And Mobile Monetization Remain Key Challenges on April 23rd
26. SAP’s Growth Story Remains Intact Despite Japan And Asia-Pac Softness on April 22nd
27. Lexmark Pre-Earnings: MPS And Perceptive Software Are Keys To Growth on April 22nd
28. Verisign’s Earnings: Watch For Effects Of Pending Launch Of New gTLDs on April 22nd
29. VMware’s Pre-Earnings: Virtualization And Cloud Computing Growth Drive Results on April 22nd
30. Seasonal Factors To Slow Cree’s Growth This Quarter on April 22nd
31. Apple Earnings Face Cloud Of Uncertainty Over Future Catalysts on April 22nd
32. Broadcom’s Earnings Could Be Soft But Long Term Outlook Is Intact on April 22nd
33. Google Posts Big Growth On Mobile’s Momentum on April 22nd

Consumer

1. Here Are Factors Driving Victoria’s Secret’s Revenue Metrics on April 26th
2. Revlon Earnings Disappoint On Flat Revenue Growth on April 26th
3. Avon Products Earnings Preview: What We’re Watching on April 26th
4. Home And Personal Care In Growth Markets Lift Unilever’s Results on April 26th
5. Dunkin’ Reports Solid Earnings Despite Harsh Weather Impact on April 26th
6. Ford Posts Better North American Margins And Lower Losses In Europe on April 26th
7. GM’s Results Should Keep Cruising On U.S And China Growth on April 26th
8. Colgate-Palmolive’s Emerging Markets Reach Lifts Earnings on April 26th
9. Gross Margins And Vue Sales Will Drive Green Mountain Earnings on April 26th
10. Wal-Mart Plans To Challenge Amazon’s Dominance In Online Retail on April 26th
11. Procter & Gamble Shows Soft Growth Led By Health And Baby Care on April 25th
12. Dr Pepper Snapple Earnings Bubble Higher Despite Lower Volumes on April 25th
13. Honda Can Keep Rolling On U.S. Sales As Long As China Isn’t A Spoiler on April 25th
14. Chipotle’s Growth Is Steady As Expansion Continues on April 25th
15. RadioShack Reports Another Loss As Management Lays Out Turnaround Plans on April 24th
16. Revlon Earnings Preview: What We’re Watching on April 24th
17. Global Growth And Restructuring Will Boost Colgate-Palmolive’s Results on April 24th
18. Starbucks’ U.S. Diversification & International Expansion Are Key To Earnings on April 24th
19. Can Unilever’s Results Deliver Continued Broadbased Growth? on April 24th
20. Altria’s Results Could Benefit As Consumers Spend More In Recovering Economy on April 24th
21. Harley’s Results Look To Ride Developing Markets Demand on April 24th
22. Coach Looks Abroad As Core Business Recovers Sending Shares Higher on April 24th
23. Dunkin’ Donuts Will Munch On More Growth This Quarter on April 23rd
24. McDonald’s Reports Weak Results As Dollar Meals Hurt Profitability on April 23rd
25. Emerging Markets Will Fuel Procter & Gamble’s Earnings Growth on April 23rd
26. Modest Growth Expected For Dr Pepper Snapple Results on April 23rd
27. Ford’s European And S. American Woes Could Spoil Earnings on April 22nd
28. Kimberly-Clark’s Stronger Margins Pave The Way To A Higher Valuation on April 22nd
29. Under Armour Results Flex Growth Muscles Though Profitability Looks Wimpy on April 22nd
30. Coach Needs To Bag Better N. American Sales In Earnings Release on April 22nd

Industrials & Transportation

1. Domestic Package Growth Fuels UPS Results on April 26th
2. Europe Weighs On Johnson Controls’ Otherwise Solid Earnings on April 25th
3. Lockheed Cuts Cost And Looks Abroad To Mitigate Sequestration Impact on April 25th
4. Norfolk Southern’s Results Show Drag Of Weak Coal Business on April 25th
5. While Digesting Deals United Technologies Positions For Growth on April 24th
6. U.S. Domestic Packages Will Help Lift UPS Results on April 24th
7. Alaska’s Results Will Get A Tailwind From Higher Passenger Traffic on April 24th
8. Southwest & JetBlue Earnings Preview: What We’re Watching on April 24th
9. Growth Markets Will Lift 3M’s Earnings Despite European Weakness on April 23rd
10. United’s Operational Performance And Integration Progress In Focus on April 23rd
11. Weak Demand Clips Caterpillar’s Earnings And Outlook on April 23rd
12. Corning’s Earnings: Gorilla Glass Growth Will Offset LCD Price Weakness on April 23rd
13. Boeing Earnings: 787 Groundings Will Cause Some Turbulence on April 22nd
14. Weak Wind Turbine Demand Weighs On GE’s Results But Outlook Is Stable on April 22nd
15. Lockheed Earnings Will Show The Pain Of U.S. Defense Spending Cuts on April 22nd
16. Johnson Controls’ European Exposure To Weigh On Earnings on April 22nd
17. United Technologies’ Growth From Changed Business Mix Key To Earnings on April 22nd
18. Delta Earnings Preview: What We’re Watching on April 22nd
19. U.S. Airways Earnings Preview: Higher Passenger Traffic Will Lift Results on April 22nd
20. Norfolk Southern’s Volume Growth Will Drive Results on April 22nd

Media & Telecom

1. The Outlook For Sirius XM’s Average Subscription Fee on April 26th
2. A Look At Disney’s Shanghai Resort And Its Potential Value on April 26th
3. Sprint Bleeds Postpaid Subscribers But Margins Improve As iDEN Shutdown Nears on April 26th
4. Market Warms To NYT’s New Strategy To Boost Digital Subscriptions on April 26th
5. Sirius XM Will Tune In Another Good Quarter on April 26th
6. How Does Sprint Fit In Dish’s Wireless Ambitions? on April 25th
7. Juniper’s Guidance Shows The Networking Industry Isn’t Out Of The Woods Yet on April 25th
8. AT&T’s Results Send Mixed Signals As Competition Hurts Its Subscriber Growth on April 25th
9. Is Netflix’s Stock Surge After Earnings Justified? on April 24th
10. NYT Earnings: Online Subscription And Ads Business In Focus on April 24th
11. Time Warner Cable: Broadband And Pay-TV Trends In Focus on April 24th
12. Sprint’s Earnings: iPhone Sales And LTE Growth In Focus on April 22nd
13. AT&T’s LTE Adoption In Focus With Earnings on April 22nd
14. Nickelodeon’s Better Ratings Lift Viacom’s Stock on April 22nd
15. Juniper Earnings Preview: What We’re Watching on April 22nd

Financial Services

1. Citigroup Adds ING’s European Custody Business To Its Own on April 26th
2. NYSE Euronext Earnings Will Lean On Derivatives Amid Weak Cash Trading on April 26th
3. Hartford Earnings Preview: What We’re Watching on April 26th
4. NASDAQ Relies On Non-Transaction Businesses To Prop Up Results on April 26th
5. Disciplined Underwriting And Pricing Help Travelers Maintain Profits on April 24th
6. Credit Suisse Reports Strong Start Year Across The Board on April 24th
7. RBS’s Decision To Buy Risky U.S. Mortgage Portfolio Raises Eyebrows on April 24th
8. Credit Cards And Banking Growth Fuel Discover Financial’s Growth on April 24th
9. Barclays Results Show That Its Business Is Turning The Corner on April 24th
10. NASDAQ Pre-Earnings: Non-Transaction Based Revenues In Focus on April 23rd
11. State Street’s Swelling Asset Base Bolsters Its Outlook on April 22nd
12. E*Trade’s Results Highlight The Industry’s Difficult Recovery on April 22nd
13. Travelers Depends On Business Insurance Profitability To Lift Earnings on April 22nd
14. Discover Earnings: Credit Cards Drive Core Growth While Banking Expands Reach on April 22nd

Basic Materials

1. U.S. Steel Expected To Report Soft Earnings On Lower Demand And Prices on April 26th
2. Thicker Plastics Margins Lift Dow’s Earnings on April 26th
3. Cliffs Natural’s Revenues Sink On Iron Ore Prices But Raises Guidance Slightly on April 26th
4. Expecting Soft Results From Newmont’s On Weak Production And Prices on April 26th
5. Barrick Gold’s Profits Hit By Low Gold Prices As Future Of Mega Mine Uncertain on April 25th
6. DuPont’s Seeds And Crop Protection Drive Growth As Chemicals Continue To Lag on April 25th
7. Dow’s Earnings: Agricultural Growth & Thicker Plastics Margins Expected on April 24th
8. Vale’s Earnings Will Contend With Weak Iron Ore Prices on April 23rd
9. Lower Iron Ore Prices Will Impact Cliffs Natural’s Results on April 23rd
10. Lower Gold Prices Will Dull Barrick Gold’s Results on April 22nd
11. DuPont Earnings: GM Seeds Demand Will Offset Chemicals Weakness on April 22nd

Energy & Utilities

1. ConocoPhillips’ Asset Sales And Big Growth Projects Support Outlook on April 26th
2. Halliburton’s North American Recovery Looks Closer on April 24th
3. No Gusher Expected With ConocoPhillips Earnings Amid Weak Oil Prices on April 23rd
4. Baker Hughes Gains From Improving Industry Trends on April 22nd
5. Schlumberger’s International Operations Lift Growth And Outlook on April 22nd

Health Care

1. Bristol-Myers Squibb’s New Drugs Can Help Reverse Its Sinking Revenue on April 26th
2. Cardio Drugs Can Weigh On Pfizer’s Results on April 26th
3. Bristol-Myers Squibb Preview: Performance Of New Drugs The Key on April 24th
4. Boston Scientific’s Interventional And CRM Segments Could Weigh On Results on April 24th
5. Intuitive Surgical Shows Robust Growth But Concerns Loom on April 22nd