Trefis: Highlights Week Ending 14 June 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 70 top stories this week:

Technology (15 articles)

Consumer (14 articles)

• American Eagle Outfitters, 2 articles (7, 13)

Financial Services (10 articles)

• MetLife, 2 articles (1, 10)

Basic Materials (8 articles)

• Rito Tinto, 3 articles (3, 5, 7)
• Cliff’s Natural, 2 articles (2, 4)

Energy & Utilities (7 articles)

• LDK Solar, 2 articles (4, 7)

Media & Telecom (7 articles)

• Sprint, 2 articles (1, 3)
• AT&T, 2 articles (2, 6)
  

Industrials & Transportation (6 articles)

Health Care (3 articles)

All 70 investment stories this week are listed below

Technology

1. Symantec: A Look At The Storage Software Division on June 14th
2. Adobe Pre-Earnings: Updates On Creative Cloud Push In Focus on June 14th
3. Nokia’s Next Big Smartphone Announcement Could Spur U.S. Lumia Sales on June 14th
4. OpenTable Acquires JustChalo To Bolster Its Mobile Push on June 14th
5. A Quick Look At Lexmark’s Business Strategy on June 13rd
6. Seagate Targets Ultrabook And Tablet Markets With Thinnest Ever Hard Disk Drive on June 13rd
7. Expedia Eyes Market Share Gains In Europe With Branding Campaign on June 13rd
8. Can Cree Sustain Its Gross Margins Growth? on June 13rd
9. AOL Sheds Music Assets To Focus On Core Content Business on June 12nd
10. What Factors Can Limit Priceline’s Growth? on June 12nd
11. Should Pandora Be Worried About Apple’s iRadio Launch? on June 12nd
12. Intel Boosts Its Mobile Portfolio With ST-Ericsson’s GPS Business on June 11st
13. Micron’s Earnings Will Show Continued Growth Momentum on June 11st
14. VMware Looks Cheap As Slower Growth Overshadows Its Bright Outlook on June 10th
15. What eBay Gains By Investing $50 Million In Indian Startup Snapdeal on June 10th

Consumer

1. China’s Growing Appetite For Pork To Impact U.S. Meat Industry on June 14th
2. Best Buy Overhauls Rewards Website To Spur Online Sales on June 14th
3. Altria Enters The E-Cigarettes Market Seizing On Its Growth Potential on June 12nd
4. GameStop Gains As Sony Allows Used Games on June 12nd
5. McDonald’s Gobbles Up Growth In May But Concerns Remain on June 12nd
6. The Business Drivers Supporting CVS Caremark’s Outperformance on June 12nd
7. Key Trends Behind American Eagle Outfitters’ Cheap Stock – Part II on June 11st
8. Ford Sales Surge In May But Rising Incentives Could Put A Dent In Margins on June 11st
9. Why You Should Be Cautious On Daimler’s Stock Following Its Rally on June 10th
10. The New Corolla Is Critical To Toyota’s North America Business on June 10th
11. Quicker FDA Reviews Can Help Slow The Decline In Cigarette Volumes on June 10th
12. Has Rite Aid’s Stock Overshot Its Fundamental Value? on June 10th
13. Key Trends Behind American Eagle Outfitters’ Cheap Stock on June 10th
14. Harley-Davidson Looks Like It Could Motor To $60 on June 10th

Financial Services

1. MetLife’s Asian Potential Part 2: India And China on June 13rd
2. U.S. Banks Watchdog Raises Questions About Overdraft Policies on June 13rd
3. ICE Will Focus On Profitability Over Market Share With NYSE’s Cash Trading Business on June 12nd
4. The Big Trends Behind MasterCard’s U.S. Business Outlook on June 12nd
5. JPMorgan Sees $1.6 Billion Down The Drain In Sewer Deal Suit on June 12nd
6. UBS Loses Top Spot In European Equity Research As Competition Heats Up on June 12nd
7. State Street Struggles To Make The Most Of The ETF Growth Story on June 11st
8. Travelers Snaps Up Insurer To Enter Canadian P&C Market on June 11st
9. A Look At Ameritrade’s Money Markets Business on June 11st
10. MetLife’s Asian Potential Part 1: Japan on June 10th

Basic Materials

1. Freeport McMoran’s Force Majeure At Grasberg Mine Raises Supply Concerns on June 14th
2. Cliffs’ North American Iron Ore Business Snapshot on June 14th
3. Rio Tinto Sells Michigan Asset To Raise More Funds on June 14th
4. Cliffs Natural Puts Crucial Ring Of Fire Chromite Project On Hold on June 13rd
5. Rio Tinto Will Finally Begin Shipments From Crucial Oyu Tolgoi Mine This Week on June 11st
6. Dow Chemical Nears $35 Fair Value As Demand Growth Lifts Stock on June 11st
7. Rio Tinto Looks To Shore Up Balance Sheet By Selling Australian Copper Mine on June 10th
8. Newmont Reaches A Deal With Suriname Over Merian Gold Project on June 10th

Energy & Utilities

1. The EIA’s Recoverable Global Shale Estimates Imply Big Opportunities For Energy Majors on June 14th
2. An Overview Of Anadarko’s Crude Oil Business on June 14th
3. First Solar’s Stock Offering Indicates Rising Optimism on June 13rd
4. LDK Solar’s Q1 Shows Operational Gains But Debt Remains A Concern on June 12nd
5. Key Factors Driving Trina Solar’s Stock on June 12nd
6. Can The U.K. Provide Growth Opportunities For Solar Companies? on June 10th
7. Three Things To Watch In LDK Solar’s Q1 Earnings on June 10th

Media & Telecom

1. Sprint Faces Setback After Clearwire Backs Dish’s Offer on June 13rd
2. AT&T Extends Its Upgrade Cycle On Smartphones To Defend Its Margins on June 13rd
3. Clearwire’s Board Dumps Its Merger Plan With Sprint, Recommends Dish on June 13rd
4. CBS’s Upfront Ad Sales Set A Good Tone For Next Season on June 11st
5. SoftBank Nears Deal For Sprint But Clearwire’s Fate Still Uncertain on June 11st
6. Behind In LTE Coverage AT&T Spends Big To Gain New Customers on June 10th
7. Verizon Bets Big On Mobile Content Growth With Splashy NFL Deal on June 10th

Industrials & Transportation

1. US Airways-American Will Give United And Delta Tough Competition on June 13rd
2. How Is Alaska Responding To JetBlue’s Entry In Its Core Markets? on June 13rd
3. Johnson Controls’ Market Position Bolstered As Exide Files For Bankruptcy on June 12nd
4. Airbus’ Challenger To Boeing’s Dreamliner Gets One Step Closer To Takeoff on June 11st
5. Mining Concerns Dig Into Caterpillar’s Near-Term Outlook on June 11st
6. A Booming LED Lighting Market Will Brighten GE’s Growth on June 10th

Health Care

1. Boston Scientific: Upside Scenario To Our Estimates on June 14th
2. Key Drivers To UnitedHealth Group’s Medicare And Retirement Business on June 14th
3. Pfizer Is Not Worried About Viagra Losing Its U.K. Patent This Month on June 10th