Trefis: Highlights Week Ending 09 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 76 top stories this week:

Consumer (23 articles)

• CVS, 2 articles (13, 20)
• Green Mountain Coffee, 2 articles (3, 15)
  
• Ralph Loren, 2 articles (4, 16)
• Revlon, 2 articles (2, 14)
  
• Walgreen, 2 articles (5, 9)

Technology (15 articles)

• AOL, 2 articles (5, 12)
• Nvidia, 2 articles (3, 8)
• Priceline, 2 articles (1, 10)

Media & Telecom (12 articles)

• China Unicom, 2 articles (1, 5)
• Dish Network, 2 articles (2, 10)

Energy & Utilities (11 articles)

• Duke Energy, 2 articles (1, 6)
• First Solar, 2 articles (3, 9)
• Transocean, 2 articles (2, 5)

Financial Services (7 articles)

• Manulife, 2 articles (1, 5)
• Prudential, 2 articles (4, 6)

Basic Materials (7 articles)

• Rio Tinto, 2 articles (3, 4)
• Vale, 2 articles (2, 5)

Health Care (1 article)

All 76 investment stories this week are listed below

Consumer

1. Hillshire Brands Wraps Up Solid Year But Nudges Guidance Lower on August 9th
2. Revlon Estimates Revised Following Earnings And Acquisition on August 9th
3. Green Mountain Coffee Profits Jump But Brewer Volumes A Worry on August 8th
4. Ralph Lauren Dresses Down Its Outlook After Mixed Results on August 8th
5. Walgreen’s July Sales Show Regained Growth Momentum on August 8th
6. Tesla Delivers Strong Results Yet Again on August 8th
7. Abercrombie & Fitch Engulfed By Inventory Issues & Negative Press on August 7th
8. Aeropostale’s International Business Is Small But Holds Promise on August 7th
9. Key Trends Driving Walgreen’s Business on August 7th
10. Key Factors Driving Rite Aid’s $2.60 Price Estimate on August 7th
11. Kraft’s Outlook Remains Strong Despite Revenue Miss on August 7th
12. Here Is Why We Are Bullish On Limited Brands’ Stock on August 7th
13. CVS Lifts Its Bottom Line As Generic Drugs Aid Margins on August 7th
14. Revlon’s Colomer Acquisition Brings Expansion And More Debt on August 6th
15. Green Mountain Earnings: Low Coffee Prices Will Help But Can K-Cup Volumes Growth Continue? on August 6th
16. Ralph Lauren’s Pre-Earnings: Dressed For Modest Growth on August 6th
17. How Can Target Improve Its U.S. Store Productivity? on August 6th
18. Toyota Raises Full-Year Guidance As Weak Yen Fuels Growth on August 5th
19. Avon Earnings: Profitability Improves Though Weak Growth Still A Concern on August 5th
20. CVS Earnings: Generic & Private Label Drugs Can Slow Growth But Lift Margins on August 5th
21. Procter & Gamble Delivers Broad-Based Growth on August 5th
22. Raising GM Estimates On Strong Growth Prospects In China on August 5th
23. L’Oreal Faces Currency Headwinds And Slower Growth on August 5th

Technology

1. Priceline Is Pulling Out All The Stops To Fuel Its Rapid Growth on August 9th
2. Nokia’s Acquisition Of NSN At A Throwaway Price Steadies The Ship on August 9th
3. Nvidia’s Q2 Results Point Towards Stronger Growth In The Back Half Of 2013 on August 9th
4. Groupon’s Stock Jumps On Q2 Earnings But Is It Sustainable? on August 8th
5. Advertising Growth Lifts AOL’s Results on August 8th
6. Applied’s Growth Can Accelerate On Improving Semiconductor Demand on August 8th
7. Cree’s Earnings Will Show Continued Growth Momentum on August 8th
8. Nvidia Will Show Accelerated Growth In The Second Half Of 2013 on August 7th
9. Micron Becomes The Second Largest DRAM Player By Acquiring Elpida on August 6th
10. Priceline’s Vast International Reach Will Fuel Hotel Reservations Growth on August 6th
11. Monster’s Results Bring No Respite on August 6th
12. AOL Earnings Preview: What We Are Watching on August 5th
13. OpenTable Posts Strong Q2; Warns Of Lower Earnings For Rest Of 2013 on August 5th
14. Shutterfly Flutters To Higher Growth Across All Brands on August 5th
15. ADP Rides A Stronger Job Market But Low Interest Rates Are Still A Pain on August 5th

Media & Telecom

1. China Unicom’s 3G Growth Delivers Big Time As Budget Smartphones Flourish on August 9th
2. Dish Flirts With Potential Partners As Subscriber Losses Continue on August 9th
3. ESPN And Theme Parks Continue To Lead Disney’s Growth on August 8th
4. Better Ratings And Higher Affiliate Fees Drive Viacom’s Q3 Earnings on August 7th
5. China Unicom’s Earnings: 3G Push Driven By Data Demand And Low Cost Smartphones on August 7th
6. Time Warner Cable’s Pay-TV Business Shrinks But Broadband Is Firm on August 7th
7. China Mobile Readies For A Massive 4G Launch on August 6th
8. Time Warner Q2 Earnings Preview: Cable Networks And Movie Business In Focus on August 5th
9. NYT Reports Higher Profits On Digital Subscriptions Despite Lower Revenues on August 5th
10. Dish Network Preview: Pay-TV Subscriber Trends & Wireless Plans In Focus on August 5th
11. Disney Q3 Preview: ESPN And Disney Studios’ Performance In Focus on August 5th
12. DirecTV Loses More Subscribers In The U.S. And Adds Fewer In Latin America on August 5th

Energy & Utilities

1. Duke Energy’s Q2: Earnings Were Cooled By Milder Weather And Weaker Commercial Business on August 9th
2. Transocean Q2: Higher Rates And Better Revenue Efficiency Bolster Results on August 8th
3. First Solar’s Q2 Results Disappoint But The Recent Deals Look Good on August 7th
4. Chevron’s Outlook Remains Positive Despite Earnings Decline on August 6th
5. Transocean Q2 Preview: Revenue Efficiency Is Key To Results on August 6th
6. Duke Energy Preview: Cooler Weather And Cost Controls Are Key on August 6th
7. ANR’s Weak Pricing And Mine Downtime Weigh On Results on August 5th
8. Exxon Mobil’s Earnings Down On Thinner Margins, Lower Volumes on August 5th
9. First Solar Q2 Preview: Production Cost Improvements And International Business In Focus on August 5th
10. Chesapeake Q2: Higher Natural Gas Prices And Oil Production Help Results on August 5th
11. Better Margins Lift ConocoPhillips’ Earnings As New Projects Support Outlook on August 5th

Financial Services

1. Manulife Earnings Hurt By Weak Asia Performance But Higher Rates Will Help on August 9th
2. Q2 2013 U.S. Investment Bank Round-Up: Advisory Services on August 9th
3. Here’s Why RBS Shares Are Good For $11 on August 8th
4. Prudential’s Earnings Stung By Currency And Interest Rate Volatility on August 8th
5. Manulife Earnings Preview: Bond Yields, Asia, U.S. and Canada In Focus on August 7th
6. Prudential Earnings: Bond Yields, Life Insurance And Annuities Are Key on August 6th
7. CME’s Trading Volumes Pick Up But Pricing Pressure Remains on August 5th

Basic Materials

1. Why We Think Newmont Mining Is Fairly Valued At $22 on August 9th
2. Vale’s Results Hit By Lower Iron Ore Prices And Foreign Exchange Losses on August 9th
3. Rio Reports Lower Underlying Earnings On Lower Prices, Expansion On Track on August 9th
4. Rio Tinto’s Profits Expected To Fall On Weak Iron Ore Prices on August 6th
5. Vale’s Earnings Will Contend With Weak Iron Ore Prices on August 6th
6. ArcelorMittal Lowers Guidance Amid Weak Demand And Pricing on August 5th
7. Barrick Gold: Weak Gold Prices Lead To Losses And Hefty Impairment Charges on August 5th

Health Care

1. Boston Scientific Revised To $12 On Higher Gross Margins, New Products Progress on August 6th