Trefis: Highlights Week Ending 28 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 95 top stories this week:

Consumer (28 articles)

• Bed, Bath & Beyond, 2 articles (10, 26)
• Coca Cola, 2 articles (4, 8)
• Nike, 2 articles (12, 23)
• Walgreen, 2 articles (20, 27)

Technology (23 articles)

• Paychex, 2 articles (10, 22)

Financial Services (16 articles)

• NYSE Euronext, 3 articles (4, 13, 15)
• ICE, 2 articles (13, 15)
• Hartford, 2 articles (2, 3)

Energy & Utilities (10 articles)

Media & Telecom (7 articles)

• Blackberry, 2 articles (1, 4)
• Sprint, 2 articles (2, 9)

Basic Materials (4 article)

• Rio Tinto, 2 articles (1, 4)

Health Care (4 articles)

Industrials & Transportation (3 articles)

All 95 investment stories this week are listed below.

Consumer

1. Colgate-Palmolive’s Personal Care Division Has A Bright Outlook on June 28th
2. What’s The Outlook For Ann’s Brands? on June 28th
3. Philip Morris Sues Thai Government Over Anti-Tobacco Law on June 28th
4. Will Coca-Cola Life Breathe Life Into The Ailing CSD Category? on June 28th
5. Our Take On Coach’s North American Handbags And Accessories Outlook on June 28th
6. How Can Gap Spur Its Domestic Growth? on June 28th
7. Xbox One And Playstation 4 Will Be On Show At The GameStop EXPO on June 28th
8. Coca-Cola Making Quick Moves In Myanmar To Gain Market Share on June 28th
9. Ralph Lauren Through The Lens Of Porter’s Five Forces on June 28th
10. Bed Bath & Beyond’s Earnings: Steady Results Confirm Better Outlook on June 28th
11. Victoria’s Secret Growth Drivers Have Ample Support Despite Slow Year on June 28th
12. Nike Posts A Solid Quarter Helped By Growth In Key Markets on June 28th
13. Can Guess Salsa To Higher Growth In Latin America? on June 27th
14. Under Armour Can Flex Various Muscles For Growth on June 27th
15. Green Mountain Likely To Benefit From Weak European Economy on June 27th
16. Big Expectations From The E-Class As Mercedes Announces Vehicle Pricing on June 27th
17. Massachusetts City Votes In Favor Of Wynn’s Planned Casino on June 26th
18. Chipotle And McDonald’s Try Fostering Trust With More Nutritional Transparency on June 26th
19. A SWOT Analysis For Aeropostale on June 26th
20. Walgreen’s Earnings Improve But Stock Sinks On Slower Traffic on June 26th
21. PepsiCo Expands Yogurt Production To Target Healthier Eating Trends on June 25th
22. Revlon’s Share Price Gets A Lift From Lighter Than Expected SEC Fine on June 25th
23. Nike Earnings Preview: China Holds The Key For Long Term Growth on June 25th
24. Abercrombie & Fitch’s Tough Run With Inventory Management on June 25th
25. Honda Ups Its Game In China As Japanese Autos Rebound on June 24th
26. Bed Bath & Beyond Earnings Preview: What We Are Watching on June 24th
27. Walgreen Earnings Preview: Solid Growth Expected on June 24th
28. Rite Aid Continues Its Profitability Improvements Amid Declining Revenues on June 24th

Technology

1. Here’s How AMD Can Recapture Its Lost Server Market Share on June 28th
2. Broadcom Strengthens Its Baseband Portfolio With New Quad-Core Chips on June 28th
3. VMware Has Tougher Fight In Store After Microsoft And Oracle Partnership on June 28th
4. Here’s Why Verisign’s Stock Is Worth $44 on June 28th
5. Western Digital To Acquire sTec To Expand Its SSD Offerings on June 28th
6. Job Cuts Take Hold At IBM As It Looks To Rein In Costs on June 28th
7. Oracle’s New Dance Partners Microsoft And Salesforce Can Help Drive Growth on June 27th
8. Activision Readies For Boost From Next Generation Consoles on June 27th
9. SanDisk: A Closer Look At The Solid State Drive Division on June 27th
10. HR Services Boost Paychex’s Earnings As Payroll Processing Revenues Moderate on June 27th
11. Here’s Why Applied Can Show Solid Top-line Growth This Year on June 27th
12. TripAdvisor Strengthens Its Mobile Portfolio With GateGuru Acquisition on June 27th
13. A Recap Of Yahoo’s Acquisitions This Past Year on June 27th
14. F5 Targets Mobile Infrastructure To Enhance Its Security Portfolio on June 26th
15. Is Amazon Crazy To Expand Its Online Grocery Shopping Business? on June 26th
16. Qualcomm’s Low-End Moves Aimed At Keeping Competition In Check on June 26th
17. What Does Zynga Aim To Capture With Spooky Cool Labs? on June 26th
18. Will HP’s New Tablets Help Fuel A Recovery In Its PC Business? on June 25th
19. A Fresh Look At Perfect World As Growth Catalysts Fuel The Stock on June 25th
20. Accenture Earnings Preview: What We’re Watching on June 25th
21. Seagate’s New Enterprise Hybrid Drive Has Big Growth Potential on June 24th
22. Paychex Acquires HR Services Ahead Of Its Annual Earnings on June 24th
23. Texas Instruments’ Improving Order Base Instills Confidence on June 24th

Financial Services

1. Capital One Attracts New Cardmembers With Unlimited Cash Back on June 28th
2. Taking A Look At Hartford Financial’s Group Insurance Business on June 28th
3. Hartford Agrees To Sell U.K. Annuities Business To Berkshire Hathaway on June 28th
4. NYSE Poses A Serious Threat To NASDAQ As It Grabs More Tech Listings on June 27th
5. New Accounting Rules To Be Introduced For Insurance Companies on June 27th
6. BNY Mellon’s Fund Of Funds Administration Business Shows Its Strength on June 27th
7. Key Drivers To American Express’ U.S. Interest Income Growth on June 27th
8. Why Ameritrade And Schwab Will Keep Gaining Institutional Business on June 26th
9. Swiss Regulator Wants UBS, Credit Suisse To Continue Working On Capital Ratios on June 26th
10. Discover Financial: A Look At The Student Loans Business on June 26th
11. Why Switzerland Is In A Hurry To End Its Tax-Haven Standoff With The U.S. on June 26th
12. A Look At Prudential’s U.S. Life Insurance Business on June 26th
13. ICE Eyes Big Growth Abroad As EU Regulators Clear The ICE-NYSE Deal on June 25th
14. Banks Could Face New Mortgage Lawsuits As Fresh Losses Emerge For Investors on June 25th
15. Here’s What The NYSE-ICE Deal Means For The CME Group on June 24th
16. Wells Fargo Hopes To Bag Wal-Mart’s $15.6B Retirement Plan Over BofA on June 24th

Energy & Utilities

1. Baker Hughes Bubbles Higher On These Trends on June 28th
2. Why Schlumberger Is Salivating For Subsea Technologies on June 28th
3. How Obama’s Climate Action Plan Impacts The Energy Sector And Stocks We Cover on June 27th
4. A Look At The African Drilling Landscape on June 27th
5. Securitization And MLPs Can Help Solar Developers Cut Funding Costs on June 26th
6. Alpha Natural Resources Revised To $6.50 On Tough Outlook on June 26th
7. BP’s Downside Risk From Climbing Oil Spill Expenses on June 26th
8. Anadarko Might Rake In At Least $2.5 Billion From African Asset Sale on June 26th
9. Exxon Mobil Looks To Slake Asian Energy Thirst By Exporting LNG on June 25th
10. Chinese Solar Firms Consider Moving Capacity Overseas As Higher E.U. Tariffs Loom on June 24th

Media & Telecom

1. BlackBerry’s BB10 Transition Could Be A Lot More Painful Than Expected on June 28th
2. Sprint Approves SoftBank Merger As Clearwire Ordeal Winds Down on June 27th
3. Dish Walks Away From Clearwire: Is T-Mobile U.S. Its Next Target? on June 27th
4. BlackBerry’s Stock Jitters Can Gain Some Direction With Earnings on June 26th
5. Disney May Bring The Force To Orlando With Star Wars Theme Park on June 26th
6. Sprint’s Raised Bid All But Wins Clearwire Deal on June 24th
7. DirecTV Enters The Home Security Market With Lifeshield Security Deal on June 24th

Basic Materials

1. Is Rio Tinto Putting The Mozambican Coal Business Up For Sale? on June 28th
2. The Challenges And Opportunities For Dow’s Enlist Weed Control System on June 26th
3. Freeport Resumes Open-Pit Copper Production At Grasberg Mine In Indonesia on June 25th
4. Rio Tinto Scraps Plans To Sell Diamond Business After Strategic Review on June 24th

Health Care

1. Intuitive Surgical: Key Growth Drivers For Our $600 Price Estimate on June 28th
2. Why We Are Cautious About Bristol-Myers Squibb on June 28th
3. Johnson & Johnson’s Experimental Automated Insulin Delivery System Holds Big Potential on June 27th
4. Medtronic: Independent Review Raises Doubts On Benefits Of Infuse Bone Graft on June 25th

Industrials & Transportation

1. How Are CSX’s Different Segments Shaping Up In Q2 2013? on June 27th
2. Norfolk Southern’s Q2 Update And Outlook on June 25th
3. FedEx Results Show Improvement But Restructuring Will Hurt Profitability on June 24th