Trefis: Highlights Week Ending 27 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 74 top stories this week:

Consumer (20 articles)

• Nike, 2 articles (5, 17)
  

Technology (15 articles)

• Priceline, 2 articles (2, 14)
  

Media & Telecom (11 articles)

Financial Services (10 articles)

Energy & Utilities (7 articles)

• BP, 2 articles (1, 4)
• Duke Energy, 2 articles (2, 3)
• Exxon Mobil, 2 article (1, 5)
  

Industrials & Transportation (6 articles)

Basic Materials (4 articles)

• Barrick Gold, 2 articles (3, 4)

Health Care (1 articles)

All 74 investment stories this week are listed below

Consumer

1. Diluted Mexico Tax Reform Is Good News For Wal-Mart Amid A Weak Economy on September 27th
2. Why RadioShack’s Gross Margins Will Remain Stagnant on September 27th
3. Kimberly-Clark Plans Bulkier But Fewer Tissues Per Box To Fatten Margins on September 27th
4. Best Buy’s Worth $26: Factors Behind Our Revised Price Estimate on September 27th
5. Nike Shows Growth Momentum Helped By Strong European Demand on September 27th
6. Mass Market Gaming Will Bring Growth For Las Vegas Sands on September 26th
7. Is The Market Taking GM’s Electric Car Threat Too Lightly? on September 26th
8. Bed Bath & Beyond’s Growth Remains On Track on September 26th
9. How Will The EU’s Revised Excise Taxes On Cigarettes Affect Consumption? on September 26th
10. McDonald’s Hopes To Reinvigorate Sales With Menu Changes on September 26th
11. How Jones Group Is Reviving Its Main Brands – Jones New York & Nine West on September 25th
12. Target Plans To Reduce Holiday Hiring In Anticipation Of A Weak Season on September 25th
13. Costco’s Earnings: Core Value Proposition Will Keep Its Sales Humming on September 25th
14. Can Harley-Davidson Sell More Bikes In The U.S.? on September 24th
15. Wynn Partners With 888 Holdings For Online Gambling In Nevada on September 24th
16. L’Oréal Vies For Top Spot In Growth Markets With Rapid Acquisitions on September 24th
17. Can Nike Sustain Its Growth Momentum This Quarter? on September 24th
18. Why Daimler’s Stock Has Been Cruising Lately on September 24th
19. Chipotle Could Try A Breakfast Menu But It Might Be A Cooked Strategy on September 23rd
20. Walgreen’s Results To Show Renewed Growth Momentum on September 23rd

Technology

1. Broadcom Can Defend Market Share With iPhone 5S Deal & LTE Asset Purchase on September 27th
2. Priceline Partners With NYC Tourism Website In U.S. Push on September 27th
3. Surface 2 Is Unlikely To Bolster Microsoft’s Sales on September 26th
4. Looking At Amazon’s Risks As The Stock Inches Higher on September 26th
5. Perfect World Looks Expensive After Its Stock’s Run on September 25th
6. Applied & Tokyo Electron Plan Merger To Form A Stronger Entity on September 25th
7. Accenture Preview: Order Book Pipeline In Focus on September 24th
8. Apple Issues Improved Guidance On Record iPhone Sales on September 24th
9. Facebook’s Upside From Higher Global Digital Ad Market Share on September 24th
10. Baidu’s Key Business Drivers and Challenges In 2013 on September 24th
11. HP Launches New Products To Counter Slumping PC Sales on September 24th
12. Nvidia Adds Surface 2 To Its List Of Tegra 4 Devices on September 24th
13. Google’s YouTube Is Capturing The Huge Shift To Online Video Ads – Part 2 on September 24th
14. Priceline Launches New Ad Campaign Down Under For Booking.com on September 23rd
15. Google’s YouTube Is Capturing The Huge Shift To Online Video Ads – Part 1 on September 23rd

Media & Telecom

1. Dish Network’s Shareholders File A Suit Against Charlie Ergen Over The Secured Debt Of LightSquared on September 27th
2. Netflix Looks For Partners Among U.S. Cable Operators on September 27th
3. How Is Time Warner’s Movie Business Trending? on September 27th
4. China Unicom Faces 3G Headwinds As China Mobile Finds Its Footing on September 27th
5. Comcast Gains As More Visitors Flock To Universal Theme Parks on September 26th
6. China Mobile Shows Glimpses Of Its 3G Potential With Record Net Adds on September 26th
7. Nickelodeon Will Continue To Drive Growth For Viacom on September 25th
8. Broadband Will Continue To Drive Growth For Time Warner Cable on September 25th
9. Disney Is Benefiting From Higher Attendance At Its Theme Parks on September 24th
10. Fairfax Likely To Sell BlackBerry In Parts After $4.7 Billion Bid on September 24th
11. After BB10 Failure BlackBerry Is Likely To Be Sold In Parts on September 23rd

Financial Services

1. Securities Exchange Weekly: NYSE, NASDAQ Mull Collaboration To Prevent Tech Glitches on September 27th
2. Here’s Why E*Trade’s Margins Will Continue To Improve on September 27th
3. Citigroup Settles All Mortgage-Related Grudges With Freddie Mac For $395 Million on September 27th
4. BlackRock Consolidates European ETF Offerings After Credit Suisse Deal on September 26th
5. American Express To Spin Off Its Business Travel Division on September 26th
6. Credit Suisse Continues To Shake Up Private Banking Business on September 25th
7. Visa Gains From A Stronger Economy And Improved Spending Trends on September 25th
8. RBS’s Stake In Direct Line Drops Below 30% Raising $1 Billion In The Process on September 24th
9. Insurance Stocks Lose Out As The Fed Delays Tapering Plans on September 23rd
10. Why Bank Shares Fell When The Fed Delayed Tapering Plans on September 23rd

Energy & Utilities

1. BP, Exxon Playing The Growing Dispute In Iraq Differently on September 27th
2. What’s Driving Growth For Duke Energy’s U.S. Franchised Electric and Gas Division? on September 26th
3. A Look At Duke Energy’s Commercial Power Business And The Wholesale Electricity Market on September 25th
4. BP Gains From Deal With European Companies For Azerbaijani Gas on September 25th
5. Exxon Readies First Shipment From Huge Kazakhstan Oil Field After Costly Delays on September 23rd
6. LDK Solar: Factors Driving Our Price Estimate on September 23rd
7. EPA Proposals For Greenhouse Gas Limits Face Stiff Industry Opposition on September 23rd

Industrials & Transportation

1. Weekly Defense Note: Boeing And Lockheed Martin on September 27th
2. Southwest Wins More Customers With Free Baggage And Ticket Change Policies on September 26th
3. Alaska Will Pack More Profits With Higher Baggage Fees on September 25th
4. Delta And Virgin Atlantic Get JV Approval For Lucrative New York-London Market on September 25th
5. Caterpillar’s Lower End User Sales Point To A Tough Third Quarter on September 23rd
6. Corning’s $15.50 Fair Value: Consumer Electronics And Network Bandwidth Demand Drive Growth on September 23rd

Basic Materials

1. U.S. Steel: Challenges And Future – Part I on September 27th
2. Newmont At Denver Gold Forum: More Copper In Portfolio, Final Call On Conga In 2015 on September 26th
3. Barrick May Shed More Assets In Australia To Cut Costs And Debt on September 25th
4. An Analysis Of Barrick Gold’s Two Most Important Mines on September 24th

Health Care

1. All Eyes On Roche’s Oncology Pipeline At European Cancer Congress on September 27th