Trefis: Highlights Week Ending 19 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 76 top stories this week:

Technology (19 articles)

• eBay, 2 articles (10, 19)
• Google, 2 articles (7, 17)
• Microsoft, 2 articles (5, 16)
• Nokia, 2 articles (8, 15)
• PayPal, 2 articles (10, 19)
• SAP, 2 articles (3, 18)

Consumer (12 articles)

• Kimberley Clark, 2 articles (4, 9)
• Philip Morris, 2 articles (1, 10)
  

Financial Services (12 articles)

Industrials & Transportation (8 articles)

• Union Pacific, 2 articles (1, 7)

Health Care (8 articles)

• Abbott Labs, 2 articles (2, 8)
• Intuitive Surgical, 2 articles (1, 6)
• UnitedHealth Group, 2 articles (3, 7)

Media & Telecom (7 articles)

• Verizon, 2 articles (1, 5)

Energy & Utilities (5 articles)

Basic Materials (5 articles)

• Barrick, 2 articles (4, 5)

All 76 investment stories this week are listed below

Technology

1. Travelzoo’s Current Investments Sow The Seeds For Future Growth on July 19th
2. Apple Earnings: How To Tackle Saturation In The High-End Smartphone Market? on July 19th
3. SAP Earnings Software Licenses Decline But Cloud And HANA Lend Support on July 19th
4. SanDisk Cooks Up Robust Growth As Memory Market Dynamics Improve on July 19th
5. Microsoft’s Q4 Results Are Muted By PC Weakness, Surface Write-Off on July 19th
6. AMD’s Earnings Show That Restructuring Efforts Are Gaining Some Traction on July 19th
7. Google’s Mobile Ads Weigh On Pricing As Motorola Bleeds Cash on July 19th
8. Nokia Results Show NSN’s Value During A Tough Quarter For Mobile on July 19th
9. Broadcom’s Outlook Remains Positive With A Strong Product Portfolio on July 18th
10. PayPal Gets A Global Boost But eBay Sinks On Weaker Guidance on July 18th
11. Western Digital Gets Aggressive In The Enterprise SSD Space on July 18th
12. Intel Shows Steady Results But Guides To A Stronger Recovery Ahead on July 18th
13. VMware Earnings Preview: Updates On Growth Drivers Needed on July 17th
14. TI’s Earnings Will Help Regain Lost Growth Momentum on July 17th
15. Nokia’s Earnings: Lumia 520 And Asha In Focus; NSN Buyout Updates on July 16th
16. Microsoft Pre-Earnings: Updates On Growth Drivers Needed on July 15th
17. Google Earnings Preview: Mobile Is Key To Revenue Growth on July 15th
18. SAP’s Earnings: Growth From HANA, Cloud Services And Mobile Applications Expected on July 15th
19. eBay Earnings Preview: PayPal To Lead The Way on July 15th

Consumer

1. Philip Morris Earnings Suffer From Lower Volumes, Currency Headwinds on July 19th
2. RadioShack Will Not Deliver Much Relief In Q2 Results on July 18th
3. Tesla Motors Preview: Strong Results Should Keep Rolling on July 18th
4. Kimberly-Clark Earnings Preview: Emerging Markets Will Drive Growth In Its Baby Care Division on July 18th
5. McDonald’s Preview: Margins Under Pressure But Same-Store Sales May Improve on July 17th
6. What Will Drive Abercrombie & Fitch’s Growth? on July 17th
7. Coca-Cola Loses Its Fizz On Bad Weather, Slower Emerging Markets Growth on July 17th
8. Asian Markets Hold Big Potential For Guess on July 16th
9. Kimberly-Clark Eyes Market Share Gains With Investments And Deals on July 16th
10. Philip Morris Preview: Philippines, Russia And EU In Focus on July 15th
11. Chipotle Q2 Earnings: Same-Store Sales Could Improve But Margins Will Remain Tight on July 15th
12. Procter & Gamble Positions Itself For The Boom In The Global Fragrance Market on July 15th

Financial Services

1. Discover’s Earnings Will Gain On Spending Recovery, Banking Expansion on July 19th
2. Trading Operations Give Morgan Stanley’s Results The Much Needed Leg-Up on July 19th
3. Ameritrade Pre-Earnings: Trading Volumes And Client Assets Should Improve on July 18th
4. American Express Shows Steady Growth And Should Avoid EU Antitrust Review on July 18th
5. The EU’s New Regulations Could Affect MasterCard The Most on July 18th
6. BofA Shows That Project New BAC Is Really Making A Difference on July 18th
7. Schwab’s Results Are Not As Bad As They Appear on July 17th
8. Indian Government Opens The Gates Wider For Foreign Insurers on July 17th
9. Are Goldman’s Strong Results Sustainable ? on July 17th
10. Citigroup’s Profits Swell As Global Presence Helps Revenue Growth on July 16th
11. JPMorgan Shows Mixed Results As Interest Rate Uncertainty Hits Bottom Line on July 16th
12. Wells Fargo Overcomes Slowing Mortgage Growth To Deliver Strong Results on July 16th

Industrials & Transportation

1. Pricing Gains Help Union Pacific Results Keep Chugging Along on July 19th
2. UPS Expects Strong Domestic Package Demand But Lower Yields Will Hurt Margins on July 19th
3. United Technologies’ Organic Sales A Concern Amid An Uneven Recovery on July 18th
4. Norfolk Southern’s Coal Business Could Drag On Results on July 18th
5. CSX Posts Modest Growth Despite Weaker Export Coal Market on July 18th
6. GE Earnings Preview: Mixed Revenue Growth And Cost Cutting Updates Expected on July 16th
7. Union Pacific’s Earnings: Pricing Is Key Amid Mixed Volume Outlook on July 15th
8. Johnson Controls’ Earnings Can Motor Higher On Emerging Markets Expansion on July 15th

Health Care

1. Intuitive Surgical Disappoints On All Fronts on July 19th
2. Nutritionals And Diagnostics Continue To Drive Abbott’s Growth on July 19th
3. UnitedHealth Earnings Climb On Higher Enrollments on July 19th
4. Johnson & Johnson’s Pharma Business Just Keeps Getting Bigger on July 18th
5. A Look At Merck’s Anti-Infectives Division on July 16th
6. Intuitive Surgical Earnings: Slower Growth And Guidance In Focus on July 16th
7. UnitedHealth Group Earnings: Continued Steady Growth Expected on July 15th
8. Abbott Earnings Preview: Emerging Markets And Profit Margin In Focus on July 15th

Media & Telecom

1. Verizon Rides Out Sequestration Weakness In Wireline With Sustained Wireless Growth on July 19th
2. A Resurgent Networking Market Can Lift Juniper Earnings But Enterprise May Spoil The Party on July 19th
3. AT&T Earnings Are Hitched To The LTE Wagon As Competition Heats Up on July 18th
4. Netflix Earnings Preview: Content Investments To Drive Growth on July 17th
5. Verizon Earnings On Deck As Competition Heats Up on July 16th
6. Comcast Eyes More Theme Park Attractions With Legendary Films Deal on July 15th
7. A Setback For DirecTV As Hulu Owners Once Again Abandon Sale on July 15th

Energy & Utilities

1. Recent Acquisitions And Higher Oil Production Lift Kinder Morgan Partners’ Results on July 18th
2. Halliburton Q2 Preview: Fracking Efficiencies, U.S. GoM And International Operations Are Crucial on July 17th
3. A Look At Factors Driving Chesapeake’s Stock on July 17th
4. Baker Hughes Preview: U.S. Gas Drilling Decline To Weigh On Results on July 16th
5. Here’s Why The Recent Chinese Solar Rally Isn’t Sustainable on July 16th

Basic Materials

1. Grasberg Shutdown And Weak Copper Prices Will Dull Freeport’s Earnings on July 19th
2. Alcoa’s Uneven Road Ahead on July 17th
3. Rio’s Output Up Despite Weather Challenge, Yearly Guidance Intact on July 17th
4. A Closer Look At Barrick’s Goldstrike And Cortez Mines on July 16th
5. Is Barrick Close To Striking A Deal For The Sale Of Australian Assets? on July 15th