Trefis: Highlights Week Ending 04 October 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 with the most covered companies of the week.

Table of Contents for the 48 top stories this week:

Consumer (10 articles)

• Walgreen, 2 articles (1, 4)
  

Technology (9 articles)

Financial Services (9 articles)

Energy & Utilities (6 articles)

• Sunpower, 2 articles (4, 5)

Media & Telecom (5 articles)

• Blackberry, 2 articles (3, 5)

Health Care (4 articles)

Basic Materials (3 articles)

Industrials & Transportation (2 articles)

All 48 investment stories this week are listed below

Consumer

1. Walgreen Shows Its Strength In September Sales on October 4th
2. CVS Caremark’s Prescription Market Share Can Reach 25% on October 2nd
3. An Overview Of PepsiCo’s Carbonated Soft Drinks Business on October 2nd
4. Walgreen’s Earnings Confirm Its Renewed Growth Momentum on October 2nd
5. Toyota Looks More American As It Ramps Up U.S. Built Exports on September 30th
6. How Starbucks Got It Right In China on September 30th
7. How Valuable Is Kraft’s Grocery Business? on September 30th
8. Wal-Mart Cuts Supply Orders On Inventory Hangover And Weak Demand on September 30th
9. McDonald’s Looks To Europe And Russia As U.S. Sales Stagnate on September 30th
10. Home Depot Expands Referral Service Redbeacon’s Footprint on September 30th

Technology

1. HR Services Continue To Boost Paychex’s Earnings on October 1st
2. Akamai Doesn’t Have Much To Gain From iOS Upgrades on September 30th
3. Electronic Arts Has Huge Potential In The Digital Domain on September 30th
4. How Big Is The In-Vehicle Market Opportunity For Pandora? on September 30th
5. Weekly Online Travel Notes: Expedia and Priceline on September 30th
6. Strong Outsourcing Demand Drives Accenture’s Results on September 30th
7. Electronic Arts Benefits As Chinese Regulators Lift Console Ban on September 30th
8. F5 Enhances Its Security Portfolio By Acquiring Versafe on September 30th
9. Three Ways eBay Can Accelerate Its International Growth on September 30th

Financial Services

1. Uncertainty Over Fed’s Tapering Plans Hits Debt Origination Figures For Q3 on October 4th
2. Equity Issuance Fees Fall Sharply In Q3 Among Major Banks on October 3rd
3. Advisory Fees For Banks Decline In Q3 As Slump In Global M&A Activity Continues on October 2nd
4. Wells Fargo Settles Mortgage Repurchase Row With Freddie Mac For $869 Million on October 1st
5. MetLife Expands Asian Growth Ambitions To Vietnam on September 30th
6. CME Postpones Its London-Based Futures Exchange Again on September 30th
7. A Closer Look At Discover Financial’s Credit Card Business on September 30th
8. Goldman Adds Deutsche Bank’s Stable Value Asset Management Unit on September 30th
9. RBS Finally Closes Project Rainbow Deal on September 30th

Energy & Utilities

1. What’s Driving Duke Energy’s International Business? on October 4th
2. A Look At China’s Recent Solar Reforms on October 3rd
3. An Overview of Chesapeake’s Operations In The Emerging Utica Shale Play on October 3rd
4. SunPower’s Japanese Utility-Scale Solar Deals Are Encouraging on October 1st
5. SunPower’s Margins Lifted By Utility Scale Solar And Higher Value Markets on September 30th
6. Weekly Oil & Gas Notes: Anadarko, Exxon and BP on September 30th

Media & Telecom

1. After Hulu Setback DirecTV Strikes Deal For Early Rights To Indie Films on October 3rd
2. Dish Is One Step Closer To Acquiring LightSquared’s Assets on October 3rd
3. BlackBerry Looks To Stabilize Its Enterprise Business By Getting Leaner on October 3rd
4. Sirius XM’s Engines Are Roaring But There Are Real Risks Too on October 1st
5. BlackBerry’s Dismal Results Show How Much It Relies On Its Enterprise Niche on September 30th

Health Care

1. Merck’s Job Cuts Highlight A Big Problem Facing Big Pharma Companies on October 3rd
2. UnitedHealth Holds Its Breath As Obamacare Is Finally Enforced on October 1st
3. A Look At Abbott’s Branded Generic Drug Business on September 30th
4. Johnson & Johnson’s Biggest Opportunities & Threats on September 30th

Basic Materials

1. Is Newmont Planning To Bid For Glencore Xstrata’s Peruvian Copper Mine? on October 3rd
2. Barrick Gold Completes Sale Of Three Australian Mines on October 2nd
3. ArcelorMittal Finalizes Investment Agreement For Algerian Unit on September 30th

Industrials & Transportation

1. UTC Reorganizes Otis, Carrier, Fire & Security Units Under One Roof To Spur Growth on September 30th
2. Weekly Airlines Note: US Airways And United on September 30th