Trefis: Highlights Week Ending 24 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 63 top stories this week:

Consumer (23 articles)

• Home Depot, 2 articles (10, 22)

Technology (18 articles)

• Hewlett Packard, 2 articles (4, 16)
• NetApp, 2 articles (8, 18)
• Open Table, 2 articles (1, 9)
• Salesforce, 2 articles (2, 15)

Media & Telecom (7 articles)

• Sprint, 2 articles (2, 5)
• AT&T, 2 articles (1, 3)
• Verizon, 2 articles (2, 3)

Financial Services (6 articles)

Energy & Utilities (5 articles)

Health Care (3 articles)

• Medtronic, 2 articles (1, 3)

Basic Materials (1 article)

All 63 investment stories this week are listed below.

Consumer

1. Philip Morris Set To Acquire Remaining Stake Of Its Mexican JV on May 24th
2. Kraft Foods $62 Fair Value Bolstered By Productivity Gains And Strong Brands on May 24th
3. Ralph Lauren’s Profitability Carries Earnings But Gives Modest Guidance on May 24th
4. Limited Brands’ Growth Slows Due To Long Winter And Softer Sales on May 24th
5. Ford Hits Overdrive With China Sales But Stock Fairly Valued At $15 on May 24th
6. McDonald’s Stock Gains This Year Look Overdone As Challenges Remain on May 24th
7. Target’s Growth Can Continue Despite A Disappointing Quarter on May 24th
8. American Eagle Outfitters’ Fundamentals Remain Strong Despite A Weak Quarter on May 23rd
9. GM’s New Models Lift Outlook Though Weaker Yen Helps Competitors on May 23rd
10. Home Depot Gets More Constructive On Housing Recovery on May 22nd
11. Best Buy Shows A Loss And Warns Of Further Short Term Pain on May 22nd
12. Why The Xbox One Launch Led To A Drop In GameStop’s Stock on May 22nd
13. Aeropostale Earnings Preview: Prolonged Cold To Dampen Recovery Efforts on May 22nd
14. Colgate-Palmolive Files A Patent For A Chemical-Infused Toothbrush on May 22nd
15. Online Business And Rejuvenated Anthropologie Bolster Urban Outfitters’ Results on May 21st
16. Abercrombie & Fitch Preview: Soft Quarter Likely But Online Sales Should Help on May 21st
17. GameStop Earnings Preview: What We’re Watching on May 21st
18. Lowe’s Earnings: Housing Market And Hurricane Sandy Effects Will Boost Sales on May 20th
19. Taking A Fresh Look At Tesla Motors’ Value And Our Estimates on May 20th
20. A Cold March Will Weigh On Gap’s Otherwise Solid Q1 Results on May 20th
21. Target Earnings Preview: What We’re Watching on May 20th
22. Home Depot Results Expected To Benefit From Housing Recovery And Hurricane Sandy on May 20th
23. Wal-Mart Still Has Plenty Of Growth Potential Despite Weak Quarter on May 20th

Technology

1. Should OpenTable Worry About Online Delivery Services Like Seamless-GrubHub? on May 24th
2. Salesforce Shows Strong Growth But Soaring Costs Drag On Its Value on May 24th
3. Perfect World’s Results Are Unlikely To Deliver Near-Term Catalysts on May 24th
4. HP’s Revenue Slides But Cost Cutting And Thicker Margins Support Shares on May 24th
5. Micron Inches Closer To Acquiring Elpida With Court Ruling on May 24th
6. A Closer Look At F5′s Business And Why Its Stock Is Slumping on May 23rd
7. AMD’s Surge On Game Console Wins Looks Overdone on May 23rd
8. NetApp Results Meet Expectations; Initiates Dividend Amid Near-Term Outlook Soft on May 23rd
9. OpenTable Shares Drop On Weak Data For Dining Reservations on May 23rd
10. Nvidia Reduces Its Dependence On PCs With Its Own Gaming Device on May 22nd
11. Motorola Acquisition Still Holds Big Value For Google on May 22nd
12. How Will Microsoft’s Xbox One Affect Electronic Arts? on May 22nd
13. Nokia Banks On New Lumias To Increase U.S. Windows Phone Adoption on May 22nd
14. Pandora Media Pre-Earnings: It’s All About Mobile Monetization Growth on May 21st
15. Salesforce Pre-Earnings: Robust Revenue Growth Squeezed By Climbing Costs on May 21st
16. HP Pre-Earnings: Looking For Restructuring Updates Amid Weak PC Market on May 21st
17. Can Yahoo Terminate Its Partnership With Microsoft’s Bing? on May 20th
18. NetApp Earnings: Demand, Margins And Strategy Updates In Focus on May 20th

Media & Telecom

1. AT&T Tacks On Additional Fee To Support Growth In A Saturated Market on May 24th
2. Weekly Telecom Notes: Verizon’s LTE Advantage, AT&T Hikes Fees And Sprint’s Clearwire Bid on May 24th
3. Verizon’s Dominant LTE Lead Draws New Customers In A Saturated Market on May 24th
4. Dish Eyes More Spectrum With LightSquared Bid on May 23rd
5. Sprint Raises Its Clearwire Bid In Final Offer As Bankruptcy Looms on May 22nd
6. Is DirecTV Testing Antennas To Circumvent Re-Transmission Fees? on May 20th
7. Is Buying A Stake In Hulu A Good Idea For Time Warner Cable? on May 20th

Financial Services

1. Comparing Net Interest Margins For The Country’s Biggest Banks on May 24th
2. BlackRock Expands Its Asian Real Estate Presence With MGPA Deal on May 21st
3. A Look At Travelers Personal Insurance Business; $94 Fair Value on May 21st
4. Goldman Cashes In Its Remaining Stake In ICBC on May 20th
5. Morgan Stanley Exits India’s Private Wealth Market In Retrenchment on May 20th
6. RBS Trims More Jobs To Get Into Fighting Shape on May 20th

Energy & Utilities

1. Trina Solar Preview: Lower Shipments Expected But All Eyes Are On Pricing on May 24th
2. Chevron’s Upstream Production Outlook Supports $145 Value on May 22nd
3. BP Revised To $47: Improving Production Outlook Outweighs Spill Costs Uncertainty on May 21st
4. SunPower Revised To $20 On Better Guidance And Utility Scale Focus on May 20th
5. Transocean Should Invest More In Growth After Rejecting Icahn’s Dividend Plan on May 20th

Health Care

1. Medtronic’s Defibrillators Sales Show A Pulse In Encouraging Results on May 22nd
2. A Brief Look At Johnson & Johnson’s Surgical Devices Business on May 21st
3. Medtronic Q4 Earnings: Modest Revenue Growth And Gross Margin Pressure Expected on May 20th

Basic Materials

1. Vale Lowers Its Mozambican Coal Export Target For 2013 on May 21st