Trefis: Highlights Week Ending 20 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 76 top stories this week:

Consumer (16 articles)

Technology (15 articles)

Financial Services (13 articles)

Industrials & Transportation (8 articles)

Energy & Utilities (7 articles)

Basic Materials (5 articles)

• Newmont Mining, 2 articles (1, 5)

Media & Telecom (5 articles)

Health Care (3 articles)

• United Health Group, 2 articles (1, 3)

All 76 investment stories this week are listed below

Consumer

1. Honda Debuts New Fit In Japan; Global Launch Within Twelve Months on September 20th
2. Looking For Steady Growth In Bed Bath & Beyond’s Results on September 20th
3. Strong Results Show Rite Aid’s Remodeling Initiative Is Paying Off on September 20th
4. Fed Announcement Is Great News For Ford And GM Truck Sales on September 19th
5. Sycamore Takes 8% Stake In Aeropostale; Are We Looking At A Probable Buyout? on September 19th
6. Ann Improves Gross Margins By Shifting Production Away From China on September 18th
7. How Valuable Are Costco’s Ancillary And Other Businesses? on September 18th
8. Can Italy And France Deliver Better Results For Guess? on September 18th
9. P&G Looks To Boost Profit Margins By Changing The Diaper Dynamics on September 18th
10. Oral Care Players Are Vying For Share In India’s Toothpaste Market on September 18th
11. As The Luxury Car Market Grows In China, Lexus Could Be Left Behind on September 18th
12. Coca-Cola Faces Regulatory Risk In Mexico Amid Tax Proposal For Sugary Drinks on September 17th
13. GameStop Benefits As Video Gaming Sales Recover Ahead Of New Console Releases on September 17th
14. How Is Target’s Groceries Business Evolving? on September 17th
15. Intimates Are Driving Victoria’s Secret Growth Despite A Lull In Apparel Sales on September 17th
16. Tesla Debuts In Europe But Germans Pile On The Pressure on September 16th

Technology

1. Personalization Takes Center Stage At My Yahoo Redesign on September 20th
2. Sponsored Listings Will Boost Priceline’s Ad Revenue on September 19th
3. Nvidia Eyes The Low-Cost Tablet Market With Tegra Note on September 19th
4. Cloud Services Take Hold Of Adobe’s Q3 Earnings on September 18th
5. What’s The Outlook For Renren’s Different Businesses In 2013? on September 18th
6. IBM’s BPO Business Sale Can Lift Profit Margins on September 17th
7. Cree Targets Higher LED Adoption With New Products on September 17th
8. How Can Microsoft Sell More Nokia Smartphones? on September 17th
9. Will AOL’s New Ads Platform Boost Revenues? on September 17th
10. Activision Faces Competition From Disney Infinity As The Gaming Industry Recovers on September 16th
11. Key Risks To Pandora As Stock Continues To Run on September 16th
12. AMD Looks To New Growth Markets For Its Turnaround on September 16th
13. Adobe Pre-Earnings: Transition To Cloud Subscriptions Will Weigh On Results on September 16th
14. New Platforms Can Help Spur Demand For Intel Products on September 16th
15. How Much Is The New Nokia Worth? on September 16th

Financial Services

1. What Exactly Happened To Barclays’ Share Price On Thursday? on September 20th
2. JPMorgan Settles London Whale & Credit Card Mis-Selling For $1.3 Billion on September 20th
3. Brokerage Stocks Tumble As Fed Holds Off On Tapering on September 19th
4. Morgan Stanley Aims For Loan-to-Deposit Ratio Of 90% In The Future on September 19th
5. Twitter’s IPO Could Be A Turning Point For NASDAQ And NYSE’s Listing Businesses on September 19th
6. Developing Markets Give MasterCard Upside Potential on September 18th
7. UBS’s Dismissed Mortgage-Related Lawsuit Is Good For All Banks on September 18th
8. Banks Earn A Tidy Profit From Verizon’s Mega Bond Deal on September 17th
9. U.K. Banks Make It Easier For Customers To Shift Accounts To Competitors on September 17th
10. Exchanges Repeated Software Errors Could Weigh On Investor Confidence on September 17th
11. What Does Larry Summers’ Withdrawal Mean For Ameritrade And Online Brokerages? on September 16th
12. Wells Fargo Looks To Offload $41 Billion Mortgage Servicing Portfolio on September 16th
13. Implications Of Larry Summers’ Exit For Insurance Sector Stocks on September 16th

Industrials & Transportation

1. Weekly Aviation Note: United Technologies And Boeing on September 20th
2. How CSX’s Different Segments Are Performing In The Third Quarter on September 20th
3. Johnson Controls Seeks To Boost Growth With Further China Expansion on September 19th
4. FedEx Results Lifted By Global Markets Recovery And Restructuring on September 19th
5. What’s Driving Volumes At Union Pacific In 2013? on September 19th
6. Lockheed’s F-35s Could Escape Budget Cuts Next Year on September 17th
7. GE Is Creating A Smaller, More Stable And Profitable Financial Business on September 17th
8. 3M’s Commitment To Returning Capital Is Great For Investors on September 16th

Energy & Utilities

1. Transocean Will Benefit From Rising Deepwater E&P Spending on September 20th
2. Halliburton: Trends Driving Our $50 Valuation on September 19th
3. A Look At Chesapeake’s Operations In The Eagle Ford Shale on September 18th
4. China’s Decision To Limit New PV Factories Is Positive For Its Solar Industry on September 18th
5. Chinese Panel Manufacturers Unlikely To Be Impacted By Anti-Subsidy Duties On U.S. Polysilicon on September 17th
6. Alpha Natural Investors Await New Greenhouse Gas Limits For Power Plants on September 16th
7. Weekly Oil & Gas Notes: BP, Anadarko and Chevron on September 16th

Basic Materials

1. Newmont Signs Letter Of Intent To Sell Midas Mine In North America on September 20th
2. Vale Sells Stake In Logistics Firm As Part Of Divestment Program on September 20th
3. Dow Halts A $500 Million Divestment Amid Valuation Concerns on September 19th
4. An Analysis Of Alcoa’s Alumina Business on September 18th
5. A Closer Look At Newmont Mining’s Stalled Conga Project In Peru on September 16th

Media & Telecom

1. Sprint’s LTE Coverage Gets A Boost As New iPhones Are Launched on September 20th
2. China Telecom Lowers iPhone Subsidy As 3G Penetration Passes 50% on September 19th
3. Disney’s Interactive Media Unit Gets A Boost With Encouraging August Infinity Sales on September 18th
4. Juniper Launches Contrail Controller And Goes Open-Source To Mitigate SDN Risk on September 18th
5. CBS’ Under The Dome Will Drive Higher Ad Revenues on September 17th

Health Care

1. How Will The Obamacare Affect UnitedHealth Group – Part 2 on September 18th
2. Pfizer’s Vaccination Business – Antibiotic Resistant Staph (MRSA) Opportunity on September 17th
3. How Obamacare Will Affect UnitedHealth Group – Part 1 on September 16th