Trefis: Highlights Week Ending 12 July 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:

Technology (19 articles)

• Sandisk, 2 articles (2, 17)
• Travelzoo, 2 articles (5, 16)

Consumer (11 articles)

• Jones Group, 2 articles (7, 11)
• Radio Shack, 2 articles (1, 6)
  

Financial Services (11 articles)

Media & Telecom (7 articles)

Energy & Utilities (6 articles)

Health Care (5 articles)

• Abbott Labs, 2 articles (3, 5)

Basic Materials (3 articles)

Industrials & Transportation (1 article)

All 70 investment stories this week are listed below

Technology

1. TripAdvisor Is Worth $54 Based On These Factors on July 12nd
2. SanDisk Earnings: NAND Prices, SSD Growth And Gross Margins In Focus on July 12nd
3. Nokia Looks To Create A Halo Effect With The Innovative Lumia 1020 on July 12nd
4. Yelp Can Cook Up More Growth With Local Delivery Services on July 12nd
5. Travelzoo’s Mobile Traffic And Getaway Deals Lift Growth on July 12nd
6. Can Monster Overcome Its Challenges? on July 12nd
7. AMD’s Earnings Can Show Renewed Growth Momentum on July 12nd
8. After Groupon’s Jump Has Anything Really Changed With Its Business? on July 11st
9. IBM Earnings Preview: Weak Demand Could Weigh On Results on July 10th
10. EMC Strengthens RSA Product Line With Aveksa Acquisition on July 10th
11. An Overview Of Priceline’s Key Businesses on July 10th
12. Yahoo Earnings Preview: Mobile Platform And Acquisitions In Focus on July 9th
13. Intel Preview: Growth To Accelerate In The Second Half Of 2013 on July 9th
14. What Trends Are Behind Expedia’s $69 Valuation? on July 9th
15. Could Amazon’s Stock Crash If Margins Shrink Further? on July 9th
16. Trends Behind Travelzoo’s $23 Valuation on July 8th
17. SMART Storage Systems Acquisition To Boost SanDisk’s SSD Portfolio on July 8th
18. Pandora’s Stock Leaps Higher, But Will The Music Stop? on July 8th
19. Adobe’s Neolane Acquisition Will Boost Its Digital Markting Division on July 8th

Consumer

1. Why Radio Shack’s Stock Is Slumping on July 12nd
2. What’s Driving The Growth Of Urban Outfitters’ E-Commerce Channel? on July 12nd
3. How Aeropostale Can Get Its Business Back On Track on July 11st
4. Best Buy’s $21 Price Estimate: Key Business Trends To Watch on July 11st
5. Coca-Cola Earnings Preview: Growth From China And Low-Calorie Products In Focus on July 11st
6. Radio Shack’s Worth $3.20: Key Trends Impacting Its Business on July 10th
7. Is Jones Group Getting Serious About Selling Its Business? on July 9th
8. Tesla’s Grabbing Headlines But It Won’t Be An Easy Ride From Here on July 9th
9. Abercrombie & Fitch Has Big Potential In These European Markets on July 8th
10. What Factors CVS Caremark Considers When Picking Markets For Expansion on July 8th
11. Jones Group Finds Its Footing As Existing And Emerging Brands Spur Global Growth on July 8th

Financial Services

1. Higher Spending And Stronger Economy Will Fuel American Express Earnings on July 12nd
2. UBS Dethrones Bank of America As World’s Largest Wealth Manager on July 12nd
3. How Major Banks Stacked Up For Equity Issuance In Q2 on July 11st
4. Schwab Pre-Earnings: Net New Assets Likely Lower While Trading Volumes Recover on July 11st
5. State Street Challenges BlackRock With Low-Cost Equity ETFs on July 11st
6. NYSE’s Reputation And Derivatives Business Can Gain From LIBOR Win on July 11st
7. Banks Face Lower Fees From Smaller Debt Deals In Q2 on July 10th
8. The Potential For Credit Card Growth Outside The U.S. – Part 2 on July 10th
9. Investment Bank Fees Sag As The M&A Market Remains Depressed on July 10th
10. JPMorgan Earnings Preview: Will It Continue Its Strong Run? on July 10th
11. Wells Fargo Preview: Is The Net Interest Margin Recovering Yet? on July 9th

Media & Telecom

1. DirecTV Will Keep Fido Entertained With New Premium Channel DogTV on July 12nd
2. CBS Gains From The Growing Appetite For Streaming Content on July 11st
3. Sprint Emerges Stronger With Softbank’s Backing And Clearwire’s Spectrum on July 11st
4. Despicable Me 2′s Success Bolsters Comcast’s Movie Business on July 9th
5. Sirius XM Is Cruising As U.S. Vehicle Sales Boom on July 9th
6. AT&T Eyes Juicy Data Revenues With Hulu Bid on July 9th
7. CNN Finally Sees A Surge In Ratings And Claims 2nd Spot After Fox News on July 8th

Energy & Utilities

1. Schlumberger’s Offshore And Overseas Earnings To Offset U.S. Gas Drilling Weakness on July 12nd
2. Anadarko Gains As The WTI-Brent Spread Shrinks on July 11st
3. KMP’s Earnings Preview: Copano Merger In Focus on July 10th
4. With Refinery Upgrade BP Can Gain From Cheaper Canadian Oil on July 9th
5. E.U. And China Work To Smooth Over Solar Panel Dispute on July 8th
6. Some Recent Trends Driving ANR’s Metallurgical Coal Division on July 8th

Health Care

1. Johnson & Johnson Earnings: Solid Growth Expected on July 12nd
2. Pfizer Gets European Approval To Expand Prevenar Usage on July 11st
3. How Abbott Could Gain From Cutting Formula Prices In China on July 11st
4. Intuitive Surgical Plunges Over 15% As da Vinci Sales Decline Unexpectedly on July 10th
5. A Look At Abbott’s Nutritional Business on July 8th

Basic Materials

1. What’s Tarnishing Silver Wheaton’s Stock Price? on July 10th
2. Rio Tinto’s First Copper Shipment From Oyu Tolgoi Marks A Milestone on July 10th
3. Weak Prices Dent Alcoa’s Results But Value-Add Products Brighten Outlook on July 9th

Industrials & Transportation

1. Weak Export Coal Market Will Impact CSX’s Earnings In The Second Quarter on July 12nd