Trefis: Highlights Week Ending 02 August 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 87 top stories this week:

Consumer (20 articles)

• Coach, 2 articles (4, 19)
• Honda Motors, 2 articles (2, 18)
• Jones Group, 2 articles (3, 17)
  
• Revlon, 2 articles (1, 13)

Financial Services (15 articles)

• AIG, 2 articles (2, 9)
• Mastercard, 2 articles (7, 12)
• MetLife, 2 articles (10, 25)
• NYSE Euronext, 2 articles (9, 22)

Technology (14 articles)

• Symantec, 2 articles (2, 11)

Energy & Utilities (10 articles)

• SunPower, 2 articles (1, 10)
  

Media & Telecom (10 articles)

• CBS, 2 articles (1, 9)
• Comcast, 2 articles (2, 7)
  
• Sprint, 2 articles (4, 10)

Industrials & Transportation (6 articles)

• Corning, 2 articles (1, 6)

Basic Materials (6 articles)

• U.S. Steel, 2 articles (1, 4)

Health Care (6 articles)

• Merck, 2 articles (2, 5)
• Pfizer, 2 articles (1, 6)

All 87 investment stories this week are listed below

Consumer

1. Flat Sales And Low Margins Weigh On Revlon’s Q2 Performance on August 2nd
2. Expansion Costs And Weak Japanese Sales Dent Honda’s Profits on August 1st
3. Jones Group Surprises With Domestic Jeanswear Growth & International Wholesale Strength on August 1st
4. Coach Quarterly Results Disappoint Due To Weak N. American Performance on August 1st
5. Toyota Preview: Weak Yen Will Lift Profits But Global Challenges Remain on August 1st
6. Factors Driving CVS Caremark’s $64 Valuation on July 31st
7. Costco’s Biggest Threats Are Amazon & Sam’s Club on July 31st
8. Wynn Q2 2013 Numbers Disappoint As Growth In Macau Stalls on July 31st
9. What Are Target’s Next Markets For Expansion? on July 31st
10. Avon Pre-Earnings: Cost-cuts, Sales Representative Count Critical For Growth on July 31st
11. Procter & Gamble Earnings: New Products And Operational Efficiencies Will Lift Results on July 31st
12. Kraft Earnings Preview: Performance Of New Products, Profits In Focus on July 30th
13. Revlon Pre-Earnings: Weak Growth Will Put Pressure On Margins on July 30th
14. Harley-Davidson Sales Recover On The Back Of Rebounding U.S. Sales on July 30th
15. Macau Mass Table Wins Fuel Growth For Las Vegas Sands on July 30th
16. Higher Comparable Sales Lift Dunkin’ Brands Profits on July 29th
17. Jones Group’s Earnings: Relying On Europe For Growth Amid Domestic Struggles on July 29th
18. Honda Motors: North America Sales And Yen Weakness Will Carry Results on July 29th
19. Coach Earnings: North America Results Closely Watched Amid Competition on July 29th
20. Starbucks Profits Climb As American And Chinese Sales Soar on July 29th

Financial Services

1. MetLife’s Earnings Dip On Derivative Losses But Operations Remain Strong on August 2nd
2. AIG’s Strong Results Support Its Buyback, Dividend Plans on August 2nd
3. MasterCard Shows Strong Growth Despite Waning Dodd-Frank Benefit on August 2nd
4. No Surprises In NYSE Euronext’s Q2 Results on August 1st
5. Why JPMorgan Might Sell Its Physical Commodities Unit on August 1st
6. UBS Continues To Clean House After Another Strong Quarterly Figures on August 1st
7. Hartford’s Core Insurance Businesses Appear To Be On The Right Track on July 31st
8. Litigation Charges Mar Deutsche Bank’s Q2 Performance Figures on July 31st
9. Huge Rights Issue Proposal And Poor Q2 Results Sinks Barclays’ Shares on July 31st
10. AIG Could See Margins Swell This Quarter on July 30th
11. CME Group Pre-Earnings: Higher Trading Volumes Will Lift Results on July 30th
12. MasterCard’s U.S. Growth Might Slow This Quarter As Dodd-Frank Benefit Wanes on July 30th
13. NASDAQ Posts Decent Results In The Light Of Recent Acquisitions on July 29th
14. MetLife Earnings: U.S. Life Insurance Leadership And Asia Expansion Drive Growth on July 29th
15. NYSE Euronext Pre-Earnings: Derivatives Trading And Cost-Cutting In Focus on July 29th

Technology

1. Despite Losing WoW Subscribers Activision Is Ready For Console Transition on August 2nd
2. Symantec Benefits From Hacking Concerns And Data Backup Appliance Demand on August 1st
3. ADP Earnings Preview: U.S. Jobs And Higher Interest Rates In Focus on July 31st
4. Constant Contact’s Future Outlook Supported By Growth In Key Metrics on July 31st
5. Google’s Chromecast Can Bolster Its Online Video Ad Revenue on July 31st
6. Yelp Earnings Preview: International Expansion And Mobile Ads In Focus on July 31st
7. Samsung’s Other Businesses Help Offset Plateauing Smartphone Momentum on July 30th
8. Shutterfly Pre-Earnings: Trends We Are Watching on July 30th
9. Amazon Is Still Growing Fast But At What Cost? on July 29th
10. Amid A Weak Q2 Broadcom Retains Its Strength In The Broadband Market on July 29th
11. Symantec Earnings: Weak PC Sales Will Hurt Norton As Backup Appliances Lend Support on July 29th
12. Micron Gains Momentum As Memory Product Prices Improve on July 29th
13. Expedia’s Stock Shows Warning Signs As Competition Sinks Results on July 29th
14. Mobile Helps Yahoo! Japan Dial Up Strong Growth on July 29th

Energy & Utilities

1. SunPower Has A Good Q2 Aided By Solar Projects And Strong Utilization Rates on August 1st
2. BP’s Earnings Reflect Operating Strength But Spill Liabilities Are Still A Concern on August 1st
3. ANR Q2 Preview: Met Coal Pricing And Weak Thermal Coal Demand Expected on July 31st
4. ConocoPhillips Earnings: Project Downtime, Asset Sales To Drag On Earnings on July 31st
5. Higher Natural Gas Prices Fuel Earnings Growth At Anadarko on July 31st
6. Chesapeake Q2 Preview: Production Costs And Oil Production Are Critical To Results on July 30th
7. BP Earnings Preview: Upstream Production In Focus on July 29th
8. Halliburton Settles Macondo Criminal Charges But Civil Claims Remain A Concern on July 29th
9. China And The E.U. Reach A Deal To Resolve Solar Dumping Row on July 29th
10. SunPower Q2 Preview: U.S. Market And Changing Cost Dynamics Will Drive Results on July 29th

Media & Telecom

1. CBS Reports Good Quarterly Profit; Expects Stronger Q3 on August 2nd
2. Comcast Posts Solid Results As Broadband And NBCU Lead The Growth on August 2nd
3. Viacom Q3 Earnings Preview: Cable Networks Growth In Focus on July 31st
4. Sprint Looks To A New Future With Softbank But Subscriber Growth A Concern on July 31st
5. DirecTV Q2 Earnings Preview: Latin America Subscriber Trend In Focus on July 30th
6. Time Warner Cable’s Q2 Earnings: Broadband And Pay-TV Trends In Focus on July 30th
7. Comcast Q2 Preview: Broadband Growth And Pay-TV Subscriber Trends In Focus on July 30th
8. NYT’s Online Business Growth Is The Key To Earnings on July 30th
9. CBS Earnings Preview: Cable Networks Business In Focus on July 30th
10. Sprint’s Q2 Will Show A New Look As It Emerges With Softbank and Clearwire on July 29th

Industrials & Transportation

1. Corning’s Net Rises As LCD Glass Business Stabilizes on August 1st
2. JetBlue And Southwest’s Earnings Fall Despite Lower Jet Fuel Prices on August 1st
3. 3M’s Earnings: Electronics Weakness Tempers Growth From Emerging Markets on July 31st
4. United And Alaska’s Earnings Get A Tailwind From Lower Fuel Prices on July 31st
5. Delta and US Airways’ Profits Rise As Fuel Prices Ease on July 29th
6. Yen Hedges And Higher LCD Shipments Could Lift Corning’s Earnings on July 29th

Basic Materials

1. U.S. Steel Reports Net Loss On Lower Demand And Prices on August 1st
2. Soft Demand And Pricing Will Weigh On ArcelorMittal’s Results on July 30th
3. Weak Gold Prices And Impairment Will Dull Barrick Gold’s Results on July 30th
4. Newmont Reports Net Loss On Impairments And Weak Prices on July 30th
5. Cliffs Natural Struggles Amid Weak Iron Ore Prices on July 29th
6. U.S. Steel Expected To Report Soft Earnings On Weak Demand And Pricing on July 29th

Health Care

1. Pfizer Looks Forward To Restructuring Its Business As It Battles Patent Issues on August 1st
2. Merck Suffers From Generic Competition And A Stronger Dollar on August 1st
3. The Pharmaceutical Division Drives Roche’s Results on July 30th
4. New Drugs Drive Bristol-Myers Squibb’s Results on July 29th
5. Merck Earnings: Patent Losses Will Continue To Dampen Growth on July 29th
6. Pfizer Pre-Earnings: Cardiovascular Drugs Will Continue To Weigh On Results on July 29th