Trefis: Highlights Week Ending 06 September 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 54 top stories this week:

Technology (16 articles)

• Samsung, 3 articles (1, 2, 8)
• Apple, 2 articles (1, 11)
• Microsoft, 2 articles (2, 14)
  
• Nokia, 2 articles (2, 14)

Consumer (12 articles)

• Walgreen, 2 articles (3, 4)

Financial Services (9 articles)

Energy & Utilities (7 articles)

• Exxon Mobil, 2 articles (1, 3)
• Yingli Green Energy, 2 articles (6, 7)

Media & Telecom (4 articles)

Industrials & Transportation (2 articles)

Basic Materials (2 articles)

Health Care (2 articles)

All 54 investment stories this week are listed below

Technology

1. Smartwatches Are Likely To Be More Valuable To Apple Than Samsung on September 6th
2. Weekly Mobile Notes: Nokia-Microsoft Deal, Samsung Galaxy Gear And Big Apple Announcement on September 6th
3. Expedia Is Better Positioned For Growth After The Travelocity Deal on September 6th
4. Amazon Looks To Aggressively Expand Its Web Services Business on September 6th
5. Applied’s Semiconductor Equipment Demand Will Accelerate 2014 Onward on September 6th
6. Key Risks For Facebook As Stock Continues To Climb on September 6th
7. LinkedIn’s Capital Raise Is Timely After The Stock’s Big Run on September 6th
8. Limited Upside To Samsung From The Smartwatch Experiment on September 5th
9. Expedia’s $62 Fair Value: Expansion Opportunities Outweigh Margin Pressures on September 5th
10. TripAdvisor Revised To $79: Advertising Business Has A Brighter Future on September 5th
11. Apple Likely To Launch Cheaper iPhone At Sept. 10 Event on September 4th
12. How Valuable Is Pandora’s Subscription Business? on September 4th
13. Salesforce Registers Strong Growth On Marketing But Ballooning Costs A Concern on September 3rd
14. Nokia Unlocks Value And New Growth Potential With Microsoft Deals on September 3rd
15. Zynga To Launch Biggest Game Update For Farmville on September 3rd
16. Why Activision Should Stick To Propriety Franchises And Maintain Digital Output on September 2nd

Consumer

1. Bed Bath & Beyond Is Fairly Valued At $75 on September 6th
2. What’s Driving Unilever’s $40 Fair Value? on September 6th
3. Key Factors Impacting Walgreen’s $45 Valuation on September 6th
4. Walgreen Keeps Its Growth Momentum With Positive Q4 Sales on September 6th
5. GM And Ford Post Strong Sales But QE Taper Could Be A Spoiler on September 6th
6. What’s Impacting Wal-Mart’s Gross Margins? on September 5th
7. Wynn Eyes Online Gambling Growth Potential on September 5th
8. Why Rite Aid’s Stock Has Climbed Significantly This Year on September 5th
9. Lear Gains From Stronger Demand For Pickups, Luxury Vehicles on September 5th
10. Looking At Avon’s Upside If Turnaround Efforts Gain Traction on September 4th
11. CVS Collaborates With Aetna To Better Manage Health Prescriptions on September 3rd
12. Lowe’s Completes Orchard Supply Hardware Stores Purchase on September 3rd

Financial Services

1. JPMorgan Pulls The Plug On Its Student Loan Business on September 6th
2. Nasdaq’s Problems Continue After Another Software Glitch on September 5th
3. Banking Round-Up Q2 2013: Outstanding Credit Card Loans on September 5th
4. The EMVCo Membership Will Boost Merchant Acceptance For Discover on September 5th
5. How Shifting Bond Yields Affect AIG’s Stock on September 4th
6. BofA Can Pocket $750 Million Gain By Selling China Construction Bank on September 4th
7. Deutsche Bank Goes Easy On Dividends To Focus On Capital Requirements on September 3rd
8. The Swiss-U.S. Tax Accord Is Both Good And Bad News For Credit Suisse on September 3rd
9. ETF Market Witnesses Largest Monthly Outflow Since 2010 In August on September 3rd

Energy & Utilities

1. Weekly Oil & Gas Notes: Exxon Mobil And Chevron on September 6th
2. Schlumberger Gains On Climbing Oil Prices And Higher Upstream Spending on September 6th
3. Exxon’s Papua New Guinea LNG Project Is On Track For Its First Delivery on September 5th
4. What Trends Are Fueling Baker Hughes’ North American Business? on September 5th
5. First Solar’s Key Risks: Panel Technology, Slow Bookings And Systems Margins on September 4th
6. Yingli Q2: Margins Rise, Shipments Surge On Chinese and U.S. Demand on September 3rd
7. Revising Estimates On Yingli Green Energy’s Brighter Outlook on September 3rd

Media & Telecom

1. Verizon Laps Up Leverage To Unlock Value on September 4th
2. Target Joins Netflix’s List Of Competitors With Video Streaming Plans on September 4th
3. The Battle For Royalty Rates: Sirius XM And Pandora’s Efforts To Stem The Costs on September 3rd
4. CBS And Time Warner Cable End Dispute Over Retransmission Fees on September 3rd

Industrials & Transportation

1. Delta Continues Its Fleet Modernization With Airbus Order on September 5th
2. Corning Brings Gorilla Glass To Offices And Classrooms As Markerboard on September 4th

Basic Materials

1. Alcoa Takes Another Step To Secure Future With Expansion Of Tennessee Operations on September 4th
2. Rio Tinto Delays Simandou Project By Three Years To 2018 on September 3rd

Health Care

1. How Is Pfizer Doing In The Anti-Infective Drugs Market? on September 4th
2. Despite Near-Term Troubles Eliquis’ Future Looks Bright on September 2nd