Trefis: Highlights Week Ending 21 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 65 top stories this week:

Technology (19 articles)

• Oracle, 2 articles (3, 13)

Financial Services (10 articles)

• Nasdaq OMX, 2 articles (1, 7)

Media & Telecom (10 articles)

• Sprint, 2 articles (1, 3)

Consumer (9 articles)

Industrials & Transportation (8 articles)

• Delta, 2 articles (3, 8)

Energy & Utilities (5 articles)

Basic Materials (4 articles)

Health Care (No articles this week)

All 65 investment stories this week are listed below

Technology

1. Microsoft Tests Social And Community Search For Bing on June 21st
2. Qualcomm Makes Big Tablet Play With Snapdragon 800 on June 21st
3. Oracle Doubles Dividend, Steps Up Buyback As Software Sales Disappoint on June 21st
4. Electronic Arts Is Capitalizing On The Digital Age Of Gaming on June 21st
5. Priceline’s Growing Dependence On Europe Is Hurting Margins on June 20th
6. Micron’s Earnings Confirm Improving Memory Market Dynamics on June 20th
7. Nvidia Licenses Its GPU Technology To Accelerate Its Mobile Expansion on June 19th
8. Adobe’s Results Show Its Cloud Services Gaining Traction on June 19th
9. A Snapshot of Shutterfly’s Business on June 19th
10. Google’s Waze Deal Will Boost Its Maps Monetization Efforts on June 19th
11. Will Dell Shareholders Vote To Take It Private? on June 19th
12. TripAdvisor Promotes Its Meta-Search Feature In New Branding Campaign on June 19th
13. Oracle’s Earnings Preview: Software Sales Could Signal A Recovery on June 18th
14. Intel’s x86 Servers Will Dominate But ARM’s Entry Will Take Share on June 18th
15. Drivers To LinkedIn’s Growth In Monthly Unique Visitors on June 18th
16. What Are The Downside Risks For Facebook? on June 18th
17. Nokia Faces NSN Conundrum As Siemens Readies To Exit on June 17th
18. Mobile And Social Media Are Huge Drivers To TripAdvisor’s Growth on June 17th
19. AMD Highlights New Products That Can Re-Accelerate Its Growth In 2013 on June 17th

Financial Services

1. NYSE, NASDAQ Aim For A Bigger Piece Of The ETF Market on June 21st
2. The Fed’s Plans To Taper Asset Purchases: Good Or Bad News? on June 21st
3. Barclays To Allow Direct Mobile Payments To Retailers With New Buyit App on June 20th
4. Global Banking Giants Could Face Stricter Forex Regulations In Libor’s Wake on June 20th
5. Here’s The Problem With RBS’s Decision To Ax More Investment Banking Jobs on June 20th
6. Singapore’s Central Bank Raps 20 Banks For Rates Manipulation on June 19th
7. CME, NASDAQ And ICE Are Ready To Wrangle For European Market Share on June 18th
8. Three Ways Morgan Stanley Can Grow Its Wealth Management Business on June 18th
9. FINRA Warns Investors On Alternate Funds on June 17th
10. BlackRock Looks To Steady Its Flagging Active Equity Business on June 17th

Media & Telecom

1. Sprint Reraises Its Bid For Clearwire As Dish Tussle Continues on June 21st
2. Why A Time Warner Cable And Charter Communications Makes Sense on June 21st
3. Comcast Invests In YouTube Tools Startup on June 21st
4. SoftBank-Sprint Fend Off Dish Takeover But Clearwire Deal Is A Jump Ball on June 20th
5. Disney’s Infinity Could Give New Life To Its Interactive Media Business on June 19th
6. Dish Folds Its Hand On Sprint But Ups The Ante For Clearwire on June 19th
7. Netflix’s DreamWorks Deal Highlights Kids Programming And Helps Fend Off Amazon on June 18th
8. Sprint Tries Legal Maneuvers To Prevent Dish-Clearwire Deal on June 18th
9. Sirius XM Investors Shoudn’t Worry About Apple’s iTunes Radio Just Yet on June 17th
10. Long Awaited News Corp Split Is Just Around The Corner on June 17th

Consumer

1. Can PepsiCo’s Diversification Help It Outperform Coca-Cola? on June 20th
2. GameStop Rallies As Microsoft’s Capitulates On Used Game Policies on June 20th
3. Lowe’s Bids For California Hardware Chain Orchard Supply on June 19th
4. What Is Target Doing To Bolster Future Growth? on June 19th
5. Rite Aid Announces Refinancing Measures Ahead Of Earnings on June 19th
6. Can Dr Pepper Snapple’s Spirit Airlines Deal Help The Stock? on June 18th
7. Dunkin’ Looks To Upgrade Its Image Beyond Breakfast On The Run on June 17th
8. Best Buy Partners With Microsoft To Open In-House Stores on June 17th
9. Urban Outfitters: A Review Of Anthropologie’s Slump And Revival on June 17th

Industrials & Transportation

1. Corning Collaborates With View Inc. To Target Dynamic Glass Market on June 21st
2. GE Eyes Advanced Ceramics For Lighter Next Generation Jet-Engines on June 21st
3. Delta Makes Progress In Acquiring Virgin Atlantic Stake on June 21st
4. Can 3M Maintain Its Margins In A Low Growth Environment? on June 20th
5. UPS’ International Operations Support $86 Fair Value on June 20th
6. The Boeing And Airbus Dog Fight Heats Up Over Orders At The Paris Air Show on June 19th
7. FedEx Earnings Will Rely On Ground Delivery As The Express Services Remain Weak on June 17th
8. Delta Raises Second Quarter Margin Guidance On Lower Fuel Prices on June 17th

Energy & Utilities

1. Yingli Could Get A Boost With 3GW Chinese Opportunity on June 20th
2. Chevron’s Angola LNG Project Will Help Slake International Gas Demand on June 20th
3. Suntech Power Updates: Debt Renegotiation And Circumventing E.U. Tariffs on June 20th
4. Transocean $55 Fair Value Buoyed By Gulf Of Mexico And Africa Ultra-Deepwater Demand on June 18th
5. Chesapeake’s Better Efficiencies And Liquids Focus Will Lift Margins on June 17th

Basic Materials

1. DuPont’s New Seeds Facility In Ukraine Will Help Harvest Future Growth on June 21st
2. A Closer Look At Silver Wheaton’s Penasquito Mine on June 21st
3. U.S. Steel’s Challenges Highlighted In S&P Downgrade on June 20th
4. DuPont Lowers Its Expected Agricultural Earnings On Weather on June 17th