Trefis: Highlights Week Ending 25 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 129 top stories this week:

Technology (35 articles)

• Broadcom, 2 articles (19, 23)
• Cree, 2 articles (17, 32)
• Microsoft, 2 articles (1, 24)
• Symantec, 2 articles (6, 25)
• VM Ware, 2 articles (23, 34)
  
• Yahoo!, 2 articles (16, 28)

Consumer (32 articles)

• Coach, 2 articles (20, 32)
• Dr. Pepper Snapple, 2 articles (10, 24)
• Ford, 2 articles (5, 26)
• Kimberly Clark. 2 articles (14, 30)
  
• Under Armour, 2 articles (1, 23)

Industrials & Transportation (19 articles)

• Boeing, 2 articles (1, 14)
• Caterpillar, 2 articles (3, 13)
• Lockhead Martin, 2 articles (6, 17)
• Norfolk Southern, 2 articles (2, 10)
  
• United Technologies, 2 articles (4, 18)

Financial Services (14 articles)

• E-Trade, 2 articles (6, 12)
• Nasdaq OMX, 2 articles (5, 10)
  
• Travelers, 2 articles (9,14)

Media & Telecom (11 articles)

• AT&T, 2 articles (4, 10)
• Juniper, 2 articles (1, 8)
  
• Sirius, 2 articles (1, 9)

Basic Materials (10 article)

• DuPont, 2 articles (4, 9)
• Freeport McMoran, 2 articles (5, 8)

Health Care (5 articles)

• Boston Scientific, 2 articles (3, 4)
• Bristol-Myers Squibb, 2 articles (2, 7)
• United Health, 2 articles (1, 6)
  

Energy & Utilities (3 articles)

All 129 investment stories this week are listed below

Technology

1. Microsoft Earnings: Cloud Services Boost Revenues on October 25th
2. Yelp Earnings Preview: Revenue Growth In Focus on October 25th
3. Akamai Posts Strong Quarter But Pricing Concerns Remain, Maintaining $45 Price Estimate on October 25th
4. F5 Builds Its Growth Momentum With An Upgraded Product Portfolio on October 24th
5. EMC Misses Revenue Guidance Despite Growth From VMware on October 24th
6. Restructuring Initiatives Dent Symantec’s Revenues But Margins Improve on October 24th
7. Lexmark Strengthens Perceptive’s Portfolio with PACSGEAR Acquisition on October 24th
8. Samsung Earnings: Chipsets Likely To Offset Slowing Growth In Smartphones on October 24th
9. Reasons for Revising AOL Price To $34 on October 24th
10. Despite A Weak Q4 Guidance TI’s Long-Term Growth Remains Intact on October 24th
11. Apple Earnings: Focus On New iPhone Sales, International Markets on October 24th
12. Motorola Cuts Guidance Yet Again But Improves Margins As Enterprise Recovers on October 24th
13. Constant Contact Pre-Earnings: Trends We Are Watching on October 23rd
14. Google Earnings: Increase In Ad Volumes Buoys Results on October 23rd
15. Lexmark Earnings: MPS and Perceptive Deliver Growth Yet Again on October 23rd
16. Yahoo Japan Earnings Preview: Strategy For Revenue Growth In Focus on October 23rd
17. Cree’s Prospects Remain Bright As LED Adoption Rises on October 23rd
18. Software Sales Continue To Dip As SAP Targets HANA & Cloud Integration on October 23rd
19. Despite Short-Term Headwinds Broadcom’s Long-Term Growth Is Intact on October 23rd
20. Amazon Earnings Preview: Slowdown In Growth Expected on October 23rd
21. Verisign Pre-Earnings: Expecting Modest Revenue Growth on October 23rd
22. Zynga Earnings Preview: Update On Strategic Initiatives Is More Important Than The Financial Numbers This Q3 on October 23rd
23. VMware Posts Strong Growth from Increasing New Product Bookings on October 23rd
24. Microsoft Earnings Preview: Device And Software Launch To Take Center Stage on October 22nd
25. Symantec Earnings Preview: Revenues Could Beat Guidance On Higher Information Security and Management Sales on October 22nd
26. TripAdvisor Earnings Preview: Traffic Growth Will Outweigh Meta-Display Headwinds on October 22nd
27. IBM Earnings: Margins Improve Despite Fall In Revenues on October 22nd
28. Yahoo! Japan’s strategy To Remove Listing Fee Is Not A Bad Idea on October 22nd
29. New Products To Help F5 Retain Its Growth Momentum In Q4 on October 22nd
30. AMD Returns To Profitability With Strong Growth In Its Semi-Custom Business on October 22nd
31. Motorola Earnings Preview: Slow Enterprise Spending To Weigh On Results on October 22nd
32. Cree’s Outlook Remains Positive Despite Slow Growth In Q1 on October 21st
33. Broadcom’s Earning Preview: Connectivity & Baseband Progress In Focus on October 21st
34. VMware Earnings Preview: New Products Drive Value as Core Market Saturates on October 21st
35. Local Deals And Search Disorient Travelzoo’s Growth Trajectory on October 21st

Consumer

1. Under Armour Posts Solid Quarterly Results, But Gives Cautious Outlook on October 25th
2. Wynn Benefits From VIP And Mass Market Gaming In Macau, Las Vegas Remain Flat on October 25th
3. Emerging Markets Hold Back Unilever’s Growth on October 25th
4. Asia Still Holds Tremendous Potential For Guess Despite The Recent Slowdown on October 25th
5. North American Sales Lift Ford’s Earnings, Europe Shows Improvement on October 25th
6. Bed Bath & Beyond Is Surviving The Amazon Threat on October 25th
7. Jones Group Will Rely On International Growth To Offset Domestic Weakness on October 25th
8. Good Inventory Planning And Global Expansion Will Drive Limited Brands’ Growth on October 25th
9. Costco Has Room for Growth in Mexico on October 25th
10. Dr Pepper Snapple Earnings Bubble Higher On Better Volume Performance, Thicker Margins on October 25th
11. Target’s Rough Ride In Canada Will Persist In The Near Term on October 24th
12. What’s Driving Ann Taylor’s Stores & Internet Revenue Per Square Feet? on October 24th
13. Cost Savings Will Support P&G’s Gross Margins Amid Timid Sales Outlook on October 24th
14. Kimberly-Clark’s Stock Rides Higher On Strong Global Results on October 23rd
15. Rising Competition To Weigh On Colgate-Palmolive’s Earnings In Tough EM Environment on October 23rd
16. Unilever’s Earnings To Witness Lower Revenues From EM After Several Quarters on October 23rd
17. Revlon Q3 Preview: Value Addition From Colomer Acquisition & Restructuring Initiatives Under Focus on October 23rd
18. Earnings Preview: Wynn Macau’s VIP And Mass Market Gaming Trends In Focus on October 23rd
19. RadioShack’s Turnaround Initiative Fails To Impress So Far on October 23rd
20. Coach’s North American Results Continue To Disappoint on October 23rd
21. McDonald’s Posts Disappointing Sales; Profitability Hurt on October 23rd
22. New Models Lift Harley-Davidson’s Pricing; Guidance Remains Unchanged on October 23rd
23. Under Armour Looks Poised To Deliver Strong Quarterly Results on October 22nd
24. Dr Pepper Snapple Preview: TEN Line-Up’s Performance In Focus As The CSD Slump Continues on October 22nd
25. Altria Earnings Preview: Growth Hinges On Pricing Gains As Volumes Continue To Decline on October 22nd
26. Ford’s Earnings To Get A Lift From American And Chinese Operations; Europe Could Improve on October 22nd
27. Chipotle’s Sales Surge On Traffic Gains; High Food Costs Dent Margins on October 21st
28. Harley-Davidson Earnings Preview: Refreshed Models Could Lift Pricing, Gross Margins May Not Decline on October 21st
29. Philip Morris Lights Up Earnings Growth On Pricing Gains Despite Lower Volumes on October 21st
30. Kimberly-Clark’s Earnings To Benefit From International Strength And Margin Improvement on October 21st
31. Daimler AG Earnings Preview: Magnitude Of Margin Expansion In Focus on October 21st
32. Coach Earnings Preview: North America Results Closely Watched Amid Competition on October 21st

Industrials & Transportation

1. Boeing’s Profits Soar On Higher Commercial Airplane Deliveries on October 25th
2. Norfolk Southern Posts Solid Quarterly Results, Helped by Growth In The Merchandise And Intermodal Segments on October 25th
3. Mining Sector Weakness Digs In To Caterpillar’s Earnings on October 25th
4. European Slowdown And Military Weakness Temper UTC’s Growth From Commercial Aviation on October 24th
5. UPS Pre-Earnings: Sharp EM Currency Depreciation Should Create Upside For International Export Services on October 24th
6. Lockheed Shows Higher Margins In The Face Of Government Austerity on October 23rd
7. Delta’s Net Soars On Stable Demand And Benefits From Cost Control on October 23rd
8. Europe Will Temper Growth From Emerging Markets In 3M’s Earnings on October 23rd
9. United And Alaska’s Top Line Results Will Get A Tailwind From The Stable Demand Environment on October 23rd
10. Norfolk Southern’s Coal Business Could Dampen Its Quarterly Results on October 22nd
11. Southwest And JetBlue’s Earnings Preview: Will Gains From Capacity Expansion Offset Rising Costs? on October 22nd
12. GE Shows Higher Industrial Margins Driven By Cost Cuts on October 22nd
13. Mining Sector Weakness Will Weigh On Caterpillar’s Q3 Results on October 22nd
14. Boeing’s Results Will Soar On Higher Commercial Airplane Deliveries on October 21st
15. US Airways’ Top Line Results Will Fly Higher On Capacity Expansion on October 21st
16. CSX Posts Earnings Growth Despite Weak Coal Revenues on October 21st
17. Sequestration Will Weigh On Lockheed’s Top Line Results on October 21st
18. Recovering Organic Sales Driven By Acquisitions Will Boost United Technologies’ Earnings on October 21st
19. Pricing Gains Help Union Pacific Post Revenue Growth on October 21st

Financial Services

1. State Street’s Q3 Results Hurt By Slowing Asset Growth, Shrinking Interest Income on October 25th
2. Solid Performance Masks BNY Mellon’s Sensitivity To Interest Rates on October 25th
3. Hartford Financial Q3 Preview: Focus On Profitability And Workers’ Compensation on October 25th
4. What’s Driving The Rally In BlackRock’s Stock? on October 24th
5. Diversification Drives NASDAQ’s Q3 Earnings, Future Outlook on October 24th
6. E*Trade’s Cost Cutting Efforts Are Paying Off, New Price Estimate of $16 on October 24th
7. Why U.S. Bancorp’s Business Model Delivers In The Current Environment on October 23rd
8. Discover Maintains Sales And Loan Growth But Increases Provisions For Loan Losses on October 23rd
9. Travelers Reports Record Operating Income, Stock Worth $97 on October 23rd
10. NASDAQ Earnings Preview: Recent Acquisitions In Focus on October 22nd
11. Compensation Cuts Help Goldman Salvage Poor Q3 Results on October 22nd
12. E*Trade Earnings Preview: Margins Likely To Improve But Pressure On Net Interest Revenue Could Continue on October 22nd
13. Morgan Stanley Surprises With Strong Q3 Figures Backed By Equity Trading, Wealth Management on October 22nd
14. Travelers Earnings Preview: Underwriting Discipline, Macro Factors Will Be Key on October 21st

 

Media & Telecom

1. Signs Of Concern Within Sirius XM’s Robust Third Quarter Growth on October 25th
2. CNN Holds On To Second Spot In News Ratings on October 25th
3. Disney Eyes Bigger Share In The Indian Film Industry on October 25th
4. AT&T Posts Solid Postpaid Gains Despite Rising Competition, Price Estimate Increased to $38 on October 24th
5. Will Comcast Really Partner With Netflix? on October 24th
6. Broadcasters Appeal To Supreme Court For Aereo Shutdown on October 24th
7. Netflix Demonstrates Strong Performance; Stock Remains Richly Valued on October 23rd
8. Juniper Reports Strong Q3 On Routing Gains, Federal Spending A Concern on October 23rd
9. Sirius XM Earnings Preview: Strong Growth Expected on October 22nd
10. AT&T Earnings: Watching Out For Impact From iDEN Shutdown on October 22nd
11. Economic Recovery To Fuel Juniper’s Growth, Barring Emerging Market Surprise on October 21st

Basic Materials

1. Alcoa’s Titanium Joint Venture With VSMPO-AVISMA Will Bolster Value-Added Products Business on October 25th
2. Goodwill Impairment And Lower Prices Will Affect U.S. Steel’s Results on October 24th
3. With Resolution Of Customs Dispute, Rio Crosses The Last Hurdle At Oyu Tolgoi on October 24th
4. Agricultural Products Drive Sales Growth At DuPont As Chemicals Continue To Weigh On Earnings on October 24th
5. Freeport McMoran: Higher Production Compensates For Lower Copper And Gold Prices on October 23rd
6. Dow Earnings Preview: Agricultural Sales, Thicker Plastics Margins To Drive Growth on October 23rd
7. Higher Iron Ore Prices Will Boost Cliffs Natural’s Revenues on October 23rd
8. Weak Copper Prices And Grasberg Shutdown Will Impact Freeport’s Revenues on October 22nd
9. DuPont Earnings Preview: Latin America Seeds To Drive Growth As TiO2 Business Shows Signs Of Turnaround on October 21st
10. A Closer Look At Silver Wheaton’s San Dimas Mine on October 21st

Health Care

1. Bristol-Myers Earnings: New Drugs Drive Results, Eliquis Gaining Traction on October 25th
2. Merck Earnings Preview: Competition From Generics & Currency Movements Will Continue To Plague Merck on October 25th
3. Boston Scientific Earnings: Key Businesses Stabilizing, More Cost Cutting To Come on October 25th
4. Boston Scientific Earnings Preview: New Products and Margins In Focus on October 23rd
5. Bristol-Myers Earnings Preview: New Drugs To Maintain Growth on October 22nd

Energy & Utilities

1. Baker Hughes Has A Good Quarter On Recovering North American Business, Strong International Activity on October 22nd
2. Halliburton’s Q3 Results Lifted By Strong Activity In The Eastern Hemisphere on October 22nd
3. Schlumberger Has Solid Q3 On International Upstream, North American Drilling on October 21st