Trefis: Highlights Week Ending 18 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 (more than 1 article) of the week identified.

Table of Contents for the 46 top stories this week:

Consumer (10 articles)

• Coca Cola, 2 articles (4, 10)
• Las Vegas Sands, 2 articles (1, 8)
  
• Pepsico, 2 articles (3, 7)

Technology (8 articles)

Financial Services (8 articles)

• Charles Scwabb, 2 articles (5, 6)
  

Health Care (8 articles)

• Abbott, 2 articles (4, 8)
• Intuitive Surgical, 2 articles (2, 7)
• United Health, 2 articles (1, 6)
  

Energy & Utilities (7 article)

• Kinder Morgan Energy Partners, 2 articles (2, 7)
  

Media & Telecom (3 articles)

Basic Materials (1 article)

• Alcoa, 2 articles (1, 3)

Industrials & Transportation (1 article)

All 46 investment stories this week are listed below

Consumer

1. Las Vegas Sands Reports Record Earnings Driven By Surge In Macau And Singapore Operations on October 18th
2. McDonald’s Q3 Earnings: Weak Sales To Weigh On Margins on October 18th
3. Snacks Fuel Growth At PepsiCo As Beverages Continue To Fizzle on October 17th
4. Coca-Cola Delivers Balanced Growth From Its Diversified Portfolio on October 17th
5. Dunkin’ Brands Earnings Preview: Expect A Stable Quarter on October 16th
6. Philip Morris’ Earnings Face Headwinds From Anti-Tobacco Measures, Strengthening U.S. Dollar on October 16th
7. PepsiCo Earnings Preview: Snacks To Drive Growth As Beverages Fizzle on October 15th
8. Las Vegas Sands Earnings Preview: All Eyes On Macau And Singapore Operations on October 15th
9. Chipotle Q3 Preview: Sales To Remain Strong But Margins Could Degrade on October 15th
10. Coca-Cola Earnings Preview: Still Beverages To Drive Growth As The Soda Slump Continues on October 15th

Technology

1. eBay Warns Of E-Commerce Slowdown, Mobile Remains A Bright Spot on October 18th
2. SAP Earnings Preview: HANA Sales Could Gain Further Traction With Increased Integration Into Application Software on October 18th
3. Akamai Earnings: Watching For The iOS7 Impact With An Eye On Margins on October 18th
4. TI To Retain Its Growth Momentum In Q3 With A Strengthening Order Book on October 18th
5. SanDisk Delivers Record Quarter, Price Estimate Revised to $70 on October 18th
6. Yahoo Earnings: Core Business Revenues Continue To Decline But the Future Looks Bright on October 17th
7. Intel’s Q3 Earnings: Strong Data Center Growth & New Products Instill Hope on October 17th
8. Travelzoo Earnings Preview: EBITDA Margin Headwinds To Continue This Quarter But Provide Long Term Benefits on October 15th

Financial Services

1. Expense Management Helps Citigroup’s Profitability Despite Decline In Revenues on October 18th
2. Discover Financial Earnings Preview: Improving Spending Trends To Boost Results on October 18th
3. American Express Continues To Benefit From Strong Business Model on October 17th
4. TD Bank’s £8 Billion Bid For Citizens Bank Good News For RBS on October 16th
5. Charles Schwab Earnings: Solid Growth Across Major Business Lines on October 16th
6. Schwab Pre-earnings: Asset Growth And Trading Volumes In Focus on October 14th
7. Despite Quarterly Loss, JPMorgan Remains Strong on October 15th
8. Wells Fargo’s Record Q3 Results Mask Concerns on October 15th

Health Care

1. UnitedHealth Fails To Beat Expectations, But Optum Division Looks Promising on October 18th
2. Intuitive Surgical Continues To Disappoint In Q3 on October 18th
3. Johnson & Johnson Continues To Ride The Success Of Its Immunology & Oncology Drugs on October 17th
4. Abbott Continues Growth On Diagnostics Sales And Margin Improvement on October 17th
5. Roche Earnings Preview: Oncology Drugs In Focus on October 16th
6. UnitedHealth Earnings Preview: Growth Should Continue In The Early Days Of PPACA Exchanges on October 16th
7. Intuitive Surgical Earnings Preview: Concerns About da Vinci Systems Weigh On Growth on October 16th
8. Abbott Earnings Preview: Nutritionals And Diagnostics Divisions In Focus on October 15th

Energy & Utilities

1. Halliburton Preview: Watching The North American Completion and Production Business on October 18th
2. KMP’s Q3 Results Aided By Acquisitions And Oil Production on October 17th
3. Three Key Catalysts For First Solar’s Stock on October 17th
4. A Look At The Solar Market In Mexico on October 16th
5. Baker Hughes Q3 Preview: U.S Offshore Growth, Pumping Recovery And Middle East Operations Will Influence Results on October 16th
6. Schlumberger Earnings Preview: Watching For A Recovery In North American Operations on October 16th
7. KMP Q3 Preview: Natural Gas Transport Volumes, Recently Acquired Assets In Spotlight on October 14th

Media & Telecom

1. Netflix Earnings Preview: Strong Growth Expected on October 18th
2. Avatar Land Addition to Benefit Disney’s Theme Park Business on October 16th
3. Verizon Earnings: Buyout Of Wireless Division In Focus As Competition Heats Up on October 15th

Basic Materials

1. Rio Reports Record Higher Iron Ore Output, Yearly Guidance Intact on October 17th

Industrials & Transportation

1. Margin Expansion Driven By Cost Cuts Will Boost GE’s Profits on October 16th