Trefis: Highlights Week Ending 26 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.

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Click “Read more…” to see our clickable table of contents and most covered companies of the week.

Table of Contents for the 120 top stories this week:

Technology (40 articles)

• Akamai, 2 articles (4, 32)
• Baidu, 2 articles (15, 27)
• Electronic Arts, 2 articles (13, 39)
• EMC, 2 articles (11, 36)
• F5, 2 articles (7, 35)
• Facebook, 2 articles (9, 33)
• Lexmark, 2 articles (19, 38)
  
• Motorola, 2 articles (10, 29)
• Qualcomm, 2 articles (14, 37)
• TripAdvisor, 2 articles (8, 31)
• Verisign, 2 articles (2, 17)
• Western Digital, 2 articles (3, 30)
  
• Zynga, 2 articles (1, 26)

Consumer (27 articles)

• Altria, 2 articles (14, 26)
• Colgate-Palmolive, 2 articles (1, 13)
• Daimler, 2 articles (3, 24)
  
• Dr. Pepper Snapple, 2 articles (8, 21)
• Ford, 2 articles (10, 25)
• Pepsico, 2 articles (9, 22)
• Under Armour, 2 articles (5, 19)
  
• Unilever, 2 articles (4, 15)

Industrials & Transportation (17 articles)

• Boeing, 2 articles (2, 14)
• Caterpillar, 2 articles (1, 13)
• Lockhead, 2 articles (3, 17)

Financial Services (16 articles)

• E-Trade, 2 articles (2, 9)
• Visa, 2 articles (7, 12)

Basic Materials (7 articles)

• Dow Chemical, 2 articles (1, 4)
• DuPont, 2 articles (2, 7)

Media & Telecom (5 articles)

• Sirius, 2 articles (2, 4)

Energy & Utilities (4 articles)

Health Care (4 articles)

• Boston Scientific, 2 articles (1, 2)

All 120 investment stories this week are listed below

Technology

1. Zynga Slumps On Steep Profit Decline As All Eyes Are On New CEO on July 26th
2. Verisign’s Earnings Swell As Domain Name Registrations Steadily Climb on July 26th
3. Western Digital: Revenues Take A Hit As PC Sales Plunge on July 26th
4. Akamai Rides Web Traffic Growth And Demand For Value-Added Solutions on July 26th
5. Is Yelp’s Acquisition of SeatMe Really A Threat To OpenTable? on July 26th
6. Activision Reclaims Vivendi’s Majority Stake With Management Led Buy Back on July 26th
7. F5 Regains Its Growth Momentum With A Strong Results on July 26th
8. TripAdvisor’s Strong Growth Overcomes Meta Display Transition on July 25th
9. Facebook’s Mobile Advertising Surge Lifts Outlook on July 25th
10. Motorola Cuts Guidance Yet Again As Enterprise Recovery Falters on July 25th
11. EMC Registers Steady Growth In Q2 Though Momentum Should Pick Up on July 25th
12. Plunging PC Sales Sink Seagate Even As Enterprise Business Lends Support on July 25th
13. Can Electronic Arts’ Digital Business Maintain Its Momentum? on July 25th
14. Qualcomm Benefits From ASP Resilience And LTE Superiority on July 25th
15. Baidu’s Mobile Strategy Is Starting To Show Big Results on July 25th
16. VMware Jumps On Robust Growth From Stronger Overall Bookings on July 24th
17. Verisign Pre-Earnings: Expecting Modest Growth on July 24th
18. Expedia Pre-Earnings: International Expansion And Mobile Bookings Can Spur Growth on July 24th
19. MPS And Perceptive Software Bolster Lexmark’s Margins on July 24th
20. iPhone Sales Prove Resilient As Apple Shifts Its Focus To Emerging Markets on July 24th
21. Yahoo! Japan Preview: Mobile Ads And Partnerships In Focus on July 24th
22. Despite A Weak Q2 Broadcom’s Long Term Outlook Remains Bright on July 24th
23. Constant Contact Pre-Earnings: Trends We Are Watching on July 24th
24. Yahoo’s Core Business Remains Challenged As Alibaba Buoys Its Stock on July 24th
25. Amazon Earnings Preview: What We Are Watching on July 23rd
26. Zynga Earnings Preview: A Difficult Transition Lies Ahead on July 23rd
27. Could Baidu’s Quarterly Results Deliver Near Term Catalysts? on July 23rd
28. TI’s Q2 Earning Highlight Its Building Growth Momentum on July 23rd
29. Motorola’s Earnings Could Be Light On Weak Enterprise Spending on July 23rd
30. Western Digital Earnings: Sluggish PC Sales To Offset Robust Storage Demand on July 23rd
31. TripAdvisor Earnings: Betting On A Big Payoff From Meta Display Roll Out on July 23rd
32. Akamai Earnings: Looking At Traffic Growth And Margins on July 23rd
33. Facebook Earnings: Advertising & Margins In Focus on July 23rd
34. Lower Price Will Help Nvidia Shield Gain Wider Acceptance on July 22nd
35. New Products Can Reaccelerate F5′s Growth Momentum on July 22nd
36. EMC’s Services Revenue & Virtualization Growth Will Drive Earnings on July 22nd
37. Qualcomm Earnings: Watching Margins and Device ASPs on July 22nd
38. Lexmark’s Profit Margins In Focus For Q2 Earnings on July 22nd
39. Electronic Arts Preview: Digital Revenues And Preparation For Next Gen Consoles on July 22nd
40. IBM’s Margins And Outlook Improve Despite Lower Revenue on July 22nd

Consumer

1. Colgate-Palmolive Continues Taking Share In Emerging Markets on July 26th
2. GM Rides Strength In North America And China As Europe Heals on July 26th
3. Daimler Reports Strong Quarterly Earnings, Boosted By One-Time Gains on July 26th
4. Unilever Still Optimistic Despite European Headwinds And EM Slowdown on July 26th
5. Under Armour Is Still Fueled For Growth After Solid Quarter on July 26th
6. Why Are We So Bullish On American Eagle Outfitters? on July 26th
7. Macau Chips In A Massive 85% Of Wynn’s Stock Value on July 26th
8. Dr Pepper Snapple Earnings Fall On Lower Volumes, Thinner Margins on July 25th
9. PepsiCo Munches On Frito-Lay Growth As Beverages Fizzle on July 25th
10. Ford Delivers Strong Results Despite Europe Sputtering Along on July 25th
11. International Sales and Cost Efficiencies Drive Kimberly-Clark’s Outlook on July 24th
12. RadioShack’s Turnaround Strategy Is Failing To Show Gains So Far on July 24th
13. Colgate-Palmolive Earnings: New Products, EM Penetration Will Support Growth on July 24th
14. Altria Rolls Up Fatter Margins Despite Thinner Volumes on July 24th
15. Unilever’s Emerging Markets Business Will Continue To Shoulder The European Burden on July 24th
16. Dunkin’ Brands Expects Solid Sales Growth As Expansion Continues on July 23rd
17. Starbucks U.S. Growth Will Remain Solid While Overseas Expansion Continues on July 23rd
18. Harley-Davidson Earnings: U.S. Growth And Margin Support Are Key on July 23rd
19. Under Armour Can Deliver Strong Results With New Products And Expansion Plans on July 23rd
20. McDonald’s Weak Comparable Sales Weigh On Margins on July 23rd
21. Dr Pepper Snapple Preview: TEN Line-Up’s Contribution In Focus on July 23rd
22. PepsiCo Preview: Beverages And Currency Can Take The Fizz Out Of Earnings on July 23rd
23. Can Mass Market Gaming Ring Up Big Growth For Las Vegas Sands? on July 23rd
24. Daimler Preview: U.S. And China Are Strong But European Margins Could Suffer on July 22nd
25. Ford’s Earnings Can Cruise With European Recovery Adding To China, U.S. Strength on July 22nd
26. Altria Earnings Preview: Will Pricing Offset Lower Volumes? on July 22nd
27. Chipotle Sales Surge At The Expense Of Margins on July 22nd

Industrials & Transportation

1. Weak Mining Demand Digs In To Caterpillar’s Earnings And Outlook on July 26th
2. Boeing’s Higher Commercial Deliveries Offset Defense Weakness on July 25th
3. Defense Cuts Cloud Lockheed’s Outlook Despite Higher Earnings on July 25th
4. UPS Lowers Its Outlook On Shifting Industry Dynamics on July 25th
5. Norfolk Southern’s Results Lose Steam On Weak Coal Business on July 24th
6. Acquisitions Lift United Technologies’ Results Amid A Mixed Macro Environment on July 24th
7. Johnson Controls’ Cost Cutting Pays Off Amid Mixed Macro Environment on July 24th
8. United’s Earnings: Gains From Capacity Reduction And Debt Repayments In Focus on July 24th
9. Higher Passenger Traffic Will Carry Alaska’s Earnings on July 23rd
10. Southwest And JetBlue Earnings: Can Higher Passenger Traffic Can Offset Rising Costs? on July 23rd
11. 3M’s Earnings Can Gain From Emerging Markets Growth Despite European Weakness on July 23rd
12. US Airways’ Earnings Will Climb On Capacity Expansion And Lower Fuel Prices on July 23rd
13. Weak Mining Demand Will Dig Into Caterpillar’s Earnings on July 22nd
14. Boeing’s Earnings Will Glide Higher On Commercial Airplane Deliveries on July 22nd
15. Cost Initiatives And Lower Fuel Prices Will Lift Delta’s Earnings on July 22nd
16. GE Shows Higher Margins For Industrials Despite Mixed Performance Among Units on July 22nd
17. Sequestration Will Cut Into Lockheed’s Top Line Results on July 22nd

Financial Services

1. Credit Suisse Posts Strong Q2 Figures As Income Rises Across Businesses on July 26th
2. E*Trade Earnings: Revenue Is Lower But Outlook Improves on July 26th
3. Hartford Earnings: Looking For Better Profitability From Its P&C Business on July 26th
4. Ameritrade Gains On Higher Trading Commissions And Investment Product Fees on July 26th
5. Travelers’ Strong Underwriting Delivers But Personal Insurance Competition Heats Up on July 25th
6. Blackrock’s ETF Popularity Hauls In Record Fee Revenues on July 25th
7. Visa Swells Abroad As It Better Navigates The Adoption Of Dodd-Frank on July 25th
8. Discover Maintains Solid Growth On Cards And Direct Banking on July 24th
9. E*Trade Pre-Earnings: Net Interest Revenue And Trading Commissions on July 23rd
10. Card Spending Gives Capital One Charged Q2 Results on July 23rd
11. State Street Shines As Fee Income Climbs To A Record on July 23rd
12. Visa’s Earnings: Global Growth Contends With Regulatory Headwinds on July 23rd
13. Non-Transaction Based Businesses Will Carry NASDAQ’s Results on July 22nd
14. Higher Fee Revenues Help BNY Mellon Post Strong Q2 Results on July 22nd
15. Better Margins And Macro Recovery Can Lift Travelers Results on July 22nd
16. Macro Conditions Weigh On U.S. Bancorp’s Results on July 22nd

Basic Materials

1. Dow’s Earnings Swell On Thicker Plastics Margins on July 26th
2. DuPont Reports Lower Earnings On Bad Weather, Weaker TiO2 Prices on July 24th
3. Weak Copper And Gold Prices Hit Freeport’s Results on July 24th
4. Dow’s Earnings: Thicker Plastics Margins And Robust Agricultural Demand Expected on July 24th
5. Newmont Results Will Be Soft On Weak Gold And Copper Prices on July 24th
6. Low Iron Prices Will Dig Into Cliffs Natural’s Results on July 23rd
7. DuPont’s Earnings Face Headwinds From Bad Weather, Lower TiO2 Prices on July 22nd

Media & Telecom

1. Juniper Rides Networking Market Recovery As Enterprise Stabilizes on July 26th
2. Sirius XM Heads Into Second Half Of 2013 With Strong Tailwinds on July 26th
3. AT&T Takes Margin Hit As It Spends For Data Hungry Subscribers on July 24th
4. Sirius XM Earnings: Can Subscriber Gains Beat Guidance Again? on July 24th
5. Original Content Remains The Key Factor To Netflix’s Value on July 23rd

Energy & Utilities

1. Anadarko Pre-Earnings: Higher Liquids Volume, Natural Gas Prices To Boost Results on July 26th
2. Halliburton Earnings Fall But U.S. Fracking Outlook Improves on July 23rd
3. Schlumberger Has A Solid Q2 As International Operations Shine on July 22nd
4. Baker Hughes Disappoints As Latin America and Continuing U.S. Woes Weigh On Results on July 22nd

Health Care

1. Boston Scientific Surprises With Revenue Growth And New Products on July 26th
2. Boston Scientific Preview: Market Outlook More Important Than Revenue on July 24th
3. Roche Earnings Preview: Oncology Drugs Pipeline In Focus on July 24th
4. Bristol-Myers Squibb Pre-Earnings: Drug Pipeline In Focus on July 24th