Trefis: Highlights Week Ending 31 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 77 top stories this week:

Technology (24 articles)

• Samsung, 2 articles (4, 16)

Consumer (19 articles)

Financial Services (14 articles)

• Bank of America, 3 articles (2, 11, 14)
• Citigroup, 3 articles (2, 8, 14)
• E-Trade, 2 articles (5,12)

Media & Telecom (10 articles)

• Dish, 3 articles (3, 4, 5)

Industrials & Transportation (6 articles)

Energy & Utilities (2 articles)

Health Care (2 articles)

All 77 investment stories this week are listed below

Technology

1. Android Support Can Expand AMD’s Footprint In The Tablet Market on May 31st
2. Accenture Bolsters Its Interactive Marketing Platform With Two Acquisitions on May 31st
3. Mobile Sector Weekly Updates: Nokia, BlackBerry and Samsung on May 31st
4. SanDisk: A Look At The Key Drivers In The Flash Memory Card Division on May 31st
5. Akamai Trades At A Lofty Valuation As Market Drools Over CDN Growth on May 31st
6. What’s Driving eBay’s Incredible Growth? on May 31st
7. Why Expedia Will Benefit From A Higher Penetration In The Asian Market on May 31st
8. Key Trends Impacting Groupon’s Outlook on May 31st
9. Qualcomm’s Underperforming Stock Is Not Reflective Of Its Fundamentals on May 31st
10. Will Xbox One Bolster Microsoft’s Gaming Console Division? on May 31st
11. Expect Texas Instruments’ Margins To Widen As Demand Picks Up on May 31st
12. Low Cost Phones In China Using Broadcom’s Chip Will Lift Its Market Share on May 31st
13. Oracle Can Swell To $40 On Virtualization, Social Marketing, Big Data on May 31st
14. Priceline’s Kayak Acquisition Will Strengthen Its U.S. Business on May 30th
15. How Could Facebook Hit $40? on May 30th
16. Is Pandora Answering Investors’ Call? on May 30th
17. Travelzoo’s Hotel Booking Feature Can Help Drive Big Growth on May 30th
18. Why Adobe Wants Creative Cloud To Replace Its Money Maker Creative Suite on May 30th
19. Intel’s Market Leadership And Growth Potential Support A $28 Fair Value on May 30th
20. Amazon Could Be Launching A Kindle In China Next Month on May 29th
21. Will Yahoo Successfully Integrate Tumblr To Pay For Its Pricey Acquisition? on May 29th
22. The Opportunity For Zynga In Real Money Gaming on May 29th
23. Samsung Takes Early Lead In Chinese Smartphone Market As Apple Flounders on May 29th
24. TripAdvisor’s Margins Could Expand In The Future After Years Of Slimming on May 28th

Consumer

1. Ann Will Post Weak Results Despite The Growth In Ann Taylor Brand on May 31st
2. Here’s How Bed Bath & Beyond’s Christmas Tree Shops Add Value on May 31st
3. Fast Food Chains Lay Out Aggressive Growth Plans But Not Everyone Will Meet Their Targets on May 31st
4. How Jones Group Plans To Improve Its Profitability In The U.S.? on May 31st
5. GM Looks To Haul In More Chinese Buyers With Cadillacs Made Locally on May 30th
6. After Green Mountain’s Big Stock Gains Should You Be Worried? on May 30th
7. Starbucks Hopes To Spur Food Sales With La Boulange Roll Out Nationwide on May 30th
8. Chipotle’s Slowing Business Trends We’re Watching Amid The Burrito Boom on May 30th
9. Three Reasons To Be Cautious About Tesla Motors on May 30th
10. Here Is Why We Think Kimberly-Clark Is Fairly Valued At $100 on May 30th
11. Soaring Japanese Bond Yields May Lead Toyota’s Interest Expenses To Climb on May 29th
12. Gap Shows Its Resilience Against The Bitter Cold With Strong Online Sales on May 29th
13. Coca-Cola’s Campaign Against Obesity Can Actually Help It Gain Market Share on May 29th
14. Costco Should Report Steady Growth For Q3 on May 28th
15. Guess Earnings Preview: What To Expect From Different Markets on May 28th
16. Aeropostale Struggles With A Long Winter And A Weak Start To Spring on May 28th
17. GameStop Is Still Outpacing The Video Game Industry Despite Soft Earnings on May 28th
18. Abercrombie & Fitch Misses Expectations And Lowers Guidance on May 28th
19. MGM Eyes A New Casino In Maryland on May 28th

Financial Services

1. Understanding The Trend In Capital One’s Loan Portfolio on May 31st
2. Financial Weekly Notes: BofA, Citigroup & Credit Suisse on May 31st
3. Looking At The Value Of Discover Financial’s Credit Cards Business on May 31st
4. The Big Four U.K. Banks Have Cut Jobs Dramatically And There Is More To Come on May 31st
5. A Deeper Look At E*Trade’s Net Interest Income [Part II] on May 30th
6. Here’s Why A Formal Tax Investigation In France Is Very Bad News For UBS on May 30th
7. BNY Mellon Turns To Wealth Management Unit To Ride Out Low-Interest Tide on May 30th
8. Citigroup Settles Mortgage-Related Lawsuit With FHFA on May 29th
9. NASDAQ Escapes Moody’s Review Without A Downgrade on May 29th
10. How The Recovering Economy Could Drive Growth For American Express on May 29th
11. Bank of America Gets Leaner In N.Y. And Pennsylvania By Selling 40 Branches on May 28th
12. A Deeper Look At E*Trade’s Net Interest Income [Part I] on May 28th
13. State Street Sees New Growth Opportunities Amid Stricter Regulation on May 28th
14. BofA And Citi Lead In The Race For Basel III Readiness on May 28th

Media & Telecom

1. Nickelodeon Takes A Page From Disney By Opening A New Retail Store on May 31st
2. Is More Hedge Funds Buying Netfilx A Positive Sign? on May 31st
3. Dish Ups Clearwire Bid In A High Stakes Game Of Poker With Softbank on May 31st
4. Is Dish Running Out Of Options After Sprint-Softbank Deal’s National Security Clearance? on May 30th
5. Dish Raises Its Bid For Clearwire Right Before Shareholder Vote on May 30th
6. A Snapshot Of Why Sirius XM Has Shown Such Impressive Growth on May 30th
7. Sprint-Softbank Deal Receives National Security Clearance Ahead Of Shareholder Vote on May 29th
8. Universal Pictures’ Fast And Furious Is Hauling In Quick Sales For Comcast on May 28th
9. Time Warner Cable Faces Potential Blackout From LIN Television on May 28th
10. Cisco Completes Ubiquisys Acquisition As Mobile Data Demand Soars on May 28th

Industrials & Transportation

1. JetBlue’s Growth Takes Flight With Capacity Expansion on May 31st
2. Corning Maintains Display Glass Industry Leadership With Innovation on May 31st
3. Urbanization In Developing Markets Is Fueling United Technologies Growth on May 31st
4. With Merger Issues Behind United Looks Forward To Improved Profits on May 30th
5. Johnson Controls Bets On Indian Growth And Buys Out Local Partner on May 30th
6. 3M Sees Big Growth Opportunity In Emerging Markets on May 30th

Energy & Utilities

1. Energy Companies Are Set To Benefit From Natural Gas Exports on May 30th
2. Yingli Green Energy Preview: Pricing In The Spotlight on May 28th

Health Care

1. Looking At The Imapct Of Pfizer’s Weakness In Cardiovascular Drugs on May 30th
2. Intuitive Surgical Found Not Liable For Doctor’s Training In Lawsuit on May 29th