Trefis: Highlights Week Ending 10 May 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 83 top stories this week:

Technology (24 articles)

• Activision, 2 articles (5, 19)
• AOL, 2 articles (7, 16)
  
• Electronic Arts, 2 articles (10, 23)
• Nvidia, 2 articles (3, 14)
• Priceline, 2 articles (1, 15)
• TripAdvisor, 2 articles (11, 24)

Consumer (22 articles)

• Tesla, 2 articles (6, 19)
• Toyota, 2 articles (3, 14)

Financial Services (10 articles)

• Bank of America, 2 articles (5, 6)

Media & Telecom (10 articles)

• DirecTV, 2 articles (4, 7)

Energy & Utilities (9 articles)

• Transocean, 2 articles (1, 8)

Basic Materials (4 articles)

Industrials & Transportation (3 articles)

Health Care (1 articles)

All 83 investment stories this week are listed below.

Technology

1. Priceline’s Pulsing Growth Will Inevitably Slow on May 10th
2. Groupon’s International Business Is A Spoiler So Far on May 10th
3. Nvidia’s Growth To Accelerate In The Latter Part Of 2013 on May 10th
4. Renren Pre-Earnings: Watching Mobile Growth And Margins on May 10th
5. Activision Is Ready For Console Transition Despite Declining Subscribers on May 10th
6. Pandora Is Seeing Success With Listening Hour Cap, But That Won’t Be Enough on May 10th
7. Video Content Helps AOL’s Ad Revenues But It’s Not Enough on May 9th
8. Intel’s Server Market Share To Decline As Competition Heats Up on May 9th
9. Micron Is Well Positioned As The Second Largest DRAM Player on May 9th
10. Electronic Arts Beats The Industry Slump With Digital Revenue Growth on May 8th
11. TripAdvisor Will See A Soft Patch This Year But Big Growth Is Still Ahead on May 8th
12. Travelzoo’s User Base Can Balloon With Mobile Platform & Social Media Integration on May 8th
13. Symantec Rides Storage Growth To $29 Despite PC Weakness on May 8th
14. Nvidia Has Bright Prospects Though This Quarter Could Be Soft on May 7th
15. Hotel Bookings Will Maintain Priceline’s Growth Momentum on May 7th
16. AOL Pre-Earnings: Will Video Content Boost Q1 Results? on May 7th
17. Declining U.S. Unemployment Levels Augurs Well For Paychex on May 6th
18. Yelp Laps Up Growth On Mobile Traction And International Expansion on May 6th
19. Activision Blizzard Preview: Beating The Industry’s Slump Handily on May 6th
20. Here’s Why AMD’s Stock’s Rally Might Not Last on May 6th
21. LinkedIn Has Huge Potential But Slower Growth Weighs On Its Valuation on May 6th
22. A Stronger Economy Spurs Growth In ADP’s Payroll & HR Services on May 6th
23. Electronic Arts Earnings Preview: Industry Headwinds And Margins In Focus on May 6th
24. TripAdvisor’s Pre-Earnings: User Growth Fueled By International Expansion on May 6th

Consumer

1. China Offers Upside Potential For American Eagle Outfitters on May 10th
2. Coach Looks Fully Valued As Modest Growth Outlook Is Priced In on May 10th
3. Toyota Reports Strong Earnings And Lays Out Aggressive Guidance on May 10th
4. Green Mountain Impresses As Margins Widen And K-Cup Volumes Jump on May 10th
5. Looking At Our Estimates For Urban Outfitters Stores’ Expansion Plans on May 9th
6. Tesla Smashes Earnings Expectations As Shares Rally on May 9th
7. MGM Results Impress As Domestic Operations Pick Up on May 9th
8. Here’s Why Nike Will Keep Gaining Market Share In Sports Apparel on May 9th
9. What Does The Indian Market Offer Guess? on May 8th
10. Daimler’s Product Offensive Gives Optimism For The Second Half Of The Year on May 8th
11. Factors Behind Ann Taylor’s Bright Sales Outlook on May 8th
12. Three Factors Driving Abercrombie & Fitch’s Growth on May 7th
13. A Breakdown Of Costco’s Business And Key Drivers on May 7th
14. How Much Will A Weaker Yen Help Fuel Toyota Motors Results? on May 7th
15. What Aeropostale’s Doing To Improve Its Sales on May 7th
16. Hillshire Brands’ Outlook Remains Solid Despite Soft Earnings on May 7th
17. Macau’s Surging Growth Fuels Las Vegas Sands’ Results on May 7th
18. Gap Bets On Its Smaller Brands To Gain Share In The U.S. Apparel Market on May 6th
19. Tesla Earnings Preview: Watching Model S Sales And Gross Margins on May 6th
20. Jones Group Results Catch A Chill On The Long Winter Season on May 6th
21. Estée Lauder’s Thicker Margins Put Lipstick On Earnings And Outlook on May 6th
22. Generics And Calendar Effects Weigh On Walgreen’s April Sales on May 6th

Financial Services

1. Does The Gold Market’s Turmoil Affect State Street? on May 9th
2. Citigroup Drags Barclays To Court Over Lehman Loses on May 8th
3. A Look At The Chinese Life Insurance Market on May 8th
4. CME Group’s Results Are Not As Bad As They Appear on May 7th
5. Wells Fargo, BofA Face Possible Lawsuits Over Mortgage Settlement Violations on May 7th
6. BofA Finally Inks $1.7 Billion Accord With MBIA To End All Litigation & Liabilities on May 7th
7. Q1 2013 U.S. Investment Bank Round-Up: Debt Origination on May 7th
8. Q1 2013 U.S. Investment Bank Round-Up: Equity Underwriting on May 6th
9. Investors Played It Safe With Their ETF Bets In April: BlackRock on May 6th
10. MetLife Continues To Expand In Asia While Maintaining Share In The U.S. on May 6th

Media & Telecom

1. Dish’s Earnings Fall On Higher Costs And Slow Growth on May 10th
2. There Is Still Magic In Disney’s Kingdom After Strong Results on May 10th
3. T-Mobile’s Initial Success With No-Contract Plans Could Prove Game-Changing on May 9th
4. Latin America Is Driving DirecTV’s Growth on May 9th
5. China Telecom’s Network Buyback Helps Margins Improve Despite Subsidy Pressures on May 9th
6. China Unicom Leans On Low-End Smartphones To Navigate 3G Subsidy Pressure on May 8th
7. DirecTV Pre-Earnings: U.S. Trends And Latin American Growth In Focus on May 6th
8. Disney Preview: ESPN, Parks And Resorts Will Carry Earnings on May 6th
9. Cable Networks Drive Viacom’s Results on May 6th
10. China Mobile 3G Adds Need To Pick Up The Pace As Profits Stagnate on May 6th

Energy & Utilities

1. Solid Demand Fuels Transocean’s Earnings on May 9th
2. E.U. Looks Set To Impose Anti-Dumping Duties On Chinese Solar Panels on May 9th
3. What’s Driving Our Forecast For Halliburton’s North American Revenue Per Rig on May 8th
4. Anadarko’s Earnings Buoyed By Higher Volumes Despite Softer Energy Prices on May 8th
5. Why Trina Solar’s U.S. Shipments Will Touch 1 GW By 2019 on May 7th
6. Duke Energy’s Q1 Results Benefit From Cooler Weather on May 7th
7. SunPower Jumps On North American Project Executions on May 7th
8. Transocean Q1 Earnings: Watching Cost Cutting And Shift To Ultra-Deepwater Updates on May 6th
9. Anadarko Earnings: What We Are Watching on May 6th

Basic Materials

1. Barrick Gold Revises Dominican Government’s Profit Share Of Mega Mine on May 10th
2. Rio Tinto Will Continue Iron Ore Production Expansion Despite Industry Glut on May 10th
3. Low Silver Prices Will Dull Silver Wheaton’s Earnings on May 8th
4. Soft Demand And Pricing Could Weigh On ArcelorMittal’s Results on May 7th

Industrials & Transportation

1. Breaking Down Norfolk Southern’s Coal Businesses And Trends In Q1 2013 on May 10th
2. Boeing’s 747s Face Headwinds From Weak Demand on May 10th
3. Can Delta Afford Its Plan To Return Capital? on May 9th

Health Care

1. Medtronic: A Look At The Spinal Division on May 10th