Trefis: Highlights Week Ending 17 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 61 top stories this week:

Technology (15 articles)

• Applied Materials, 2 articles (4, 14)
• Sina, 2 articles (3, 13)
  

Consumer (15 articles)

• Wal-Mart, 2 articles (1, 14)

Financial Services (12 articles)

• Travelers’, 2 articles (5, 6)

Media & Telecom (7 articles)

• Disney, 2 articles (4, 7)

Industrials & Transportation (6 articles)

Basic Materials (3 articles)

Health Care (3 articles)

All 61 investment stories this week are listed below.

Technology

1. NetApp Earnings: Demand, Margins And Strategy Updates In Focus on May 17th
2. Dell’s Earnings Reflect The Continued Challenging Business Enviornment on May 17th
3. Sina Sees Strong Growth Helped By Rising Weibo Monetization on May 17th
4. Applied’s Growth Accelerates With A Strong Q2 2013 on May 17th
5. Broadcom Can Maintain Its Leadership In The Set-Top Box Market on May 17th
6. Western Digital And SanDisk Target Big Potential In Hybrid Drives With Collaboration on May 16th
7. Hotwire’s Challenges Are Limiting Expedia’s Growth on May 16th
8. A Closer Look At Baidu’s Key Costs And Operating Margins on May 15th
9. What’s Fueling Amazon’s Incredible Revenue Growth? on May 14th
10. Office 365 Could Boost Microsoft’s Market Share In Shift To Cloud on May 14th
11. Texas Instruments Maintains Its Leadership In Industrial Electronics on May 14th
12. Renren’s Gaming Business Helps Revenue Beat Guidance on May 14th
13. Sina’s Profit Growth And Weibo Monetization In Earnings Focus on May 14th
14. Applied’s Earnings To Show Renewed Growth Momentum on May 13rd
15. Will Leap Motion’s 3D Gesture Technology Help Revive HP’s PC Sales? on May 13rd

Consumer

1. Wal-Mart Still Has Plenty Of Growth Potential Despite Weak Quarter on May 17th
2. Sales Reps Growth Is The Key Driver To Avon’s Stock on May 17th
3. How Much Will Best Buy’s Turnaround Efforts Lift Earnings? on May 16th
4. The Two Biggest Risks To Revlon’s Stock on May 16th
5. After Slow Spring Start Can American Eagle’s Online Sales Boost Earnings? on May 16th
6. Under Armour Through The Lens Of Porter’s Five Forces on May 16th
7. Raising Green Mountain Estimates On Strong Results And Improved Competitive Outlook on May 15th
8. Softer Victoria’s Secret Sales Means Muted Limited Brands Results In Store on May 15th
9. Ralph Lauren’s Americas Business Are Expected To Carry Earnings on May 15th
10. Rite Aid Targets Customer Retention After Its Big Come Back Year on May 15th
11. Gap’s Banana Republic Has Growth Potential In Europe’s Affordable Luxury Market on May 15th
12. Urban Earnings: Can Online Sales Offset The Long Winter’s Chill? on May 15th
13. Target Won’t Break Out Credit Card Segment Separately In Upcoming Earnings on May 13rd
14. Wal-Mart’s Earnings Will Reflect Soft U.S. Spending And Slower Expansion Abroad on May 13rd
15. Coach Looks Fully Valued As Modest Growth Outlook Is Priced In on May 13rd

Financial Services

1. Banking Round-Up: Price-to-Book Ratio Comparisons Q1 2013 on May 17th
2. UBS Eyes More Insurance Products Sales For Its American Wealth Management Unit on May 17th
3. A Look At The Value Of Travelers’ Investment Income; $94 Fair Value on May 16th
4. Deutsche Bank Tops Currency Trading List For Ninth Year In A Row on May 16th
5. Citi Sells Credicard To Banco Itaú Unibanco For $1.4 Billion on May 16th
6. Travelers Revised $94 Estimate: Business And Financial Insurance Overview on May 15th
7. JPMorgan Expects $6 Billion In Trading Revenues For Q2 on May 15th
8. With Volcker Rule Knocking Credit Suisse Sells Private Equity Business on May 14th
9. Goldman Sachs Continues To Dominate Equities Trading on May 14th
10. U.S. Custody Banking Round-Up: Is BNY Mellon’s Growth Engine Losing Steam? on May 13rd
11. A Look At NYSE Euronext’s $39 Valuation on May 13rd
12. Rising Card Charge-Off Rates Are A Major Source Of Concern For Capital One on May 13rd

Media & Telecom

1. BlackBerry Eyes Subscriber Growth With Q5 And Cross-Platform BBM Support on May 16th
2. A Look At Netflix’s Downside From Rising Content Costs on May 16th
3. Cisco’s Q3 Earnings Finally Light A Fire Under Its Long-Undervalued Stock on May 16th
4. Wireless Carriers Stand To Profit From Content Providers’ Growing Focus On Mobile on May 15th
5. Disney’s ABC Targets Aereo With Free Live Streaming on May 14th
6. There Is Still Magic In Disney’s Kingdom After Strong Results on May 13rd
7. Dish’s Earnings Fall On Higher Costs And Slow Growth on May 13rd

Industrials & Transportation

1. Southwest Raises Dividend As Outlook Improves on May 17th
2. Caterpillar Lowers The Loss From China Scandal With Settlement on May 17th
3. GE Healthcare Targets Growth Markets And New Technologies To Drive Sales on May 16th
4. United Technologies Can Climb On Commercial Aviation Demand on May 15th
5. With Battery Concerns Resolved 787s Will Begin To Haul In Growth For Boeing on May 15th
6. Key Costs Impacting CSX’s Operating Ratio on May 13rd

Basic Materials

1. U.S. Steel And Kobe Steel Commission New Line For Light, High-Strength Steel on May 14th
2. Weaker Prices And Higher Costs Take A Toll On Silver Wheaton Results on May 13rd
3. ArcelorMittal Reports First Quarter Loss But Maintains Full Year Projections on May 13rd

Health Care

1. Bristol Myers: New Drugs Show Promise, Plavix Patent Expiry Still Hurts on May 17th
2. Can Merck’s Pipeline Offset The Pain From Major Patent Expirations? on May 14th
3. New Data On Boston Scientific’s Atrial Fibrillation ‘Watchman’ Device Could Lift Outlook on May 13rd