Trefis: Highlights Week Ending 08 November 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 53 top stories this week:

Technology (14 articles)

• Avtivision, 2 articles (5, 10)
• AOL, 2 articles (6, 13)
  
• Nvida, 2 articles (1, 14)

Energy & Utilities (10 articles)

• Suntech, 2 articles (2, 8)

Media & Telecom (10 articles)

• CBS, 2 articles (1, 6)

Basic Materials (7 article)

• Arcelor Mittal, 2 articles (3, 4)
• Vale, 2 articles (2, 5)

Consumer (6 articles)

• Ralph Lauren, 2 articles (1, 6)

Financial Services (6 articles)

• Prudential, 2 articles (1, 5)

All 53 investment stories this week are listed below.

Technology

1. Nvidia Reports A Strong Quarter Driven By PC Gaming & Tegra Processors on November 8th
2. What You Need To Believe For Twitter To Be A $43 Stock on November 8th
3. Applied’s Growth Momentum To Accelerate In 2014 on November 8th
4. Qualcomm Delivers Record Q4 Results But Disappoints With Guidance As ASP Concerns Catch Up on November 7th
5. Activision Is All Set For The Console Transition; Strong Results Through Q3 on November 7th
6. AOL Earnings: Programmatic Platform And Video Ads Buoys Results on November 7th
7. Strong Q3 Results, Ongoing Upgrades Help OpenTable Shares Jump 12% on November 7th
8. F5′s Profitability to Remain Strong Despite Slightly Lower Service Margins on November 6th
9. Aggressive Geographic Expansion Initiatives Will Boost Priceline’s Results on November 6th
10. Activision Faces Stiff Competition From Disney But A Market Recovery And Diablo Will Help Q3 Results on November 5th
11. Revising HP Price Estimate Upward To $23 on November 4th
12. LTE, Emerging Markets To Drive Qualcomm’s Results; Margins And ASPs A Concern on November 4th
13. AOL Earnings Preview:Revenue Growth From Programmatic Platform In Focus on November 4th
14. Nvidia’s Earning Preview: Higher Tegra Revenue & Gaming To Drive Growth on November 4th

Energy & Utilities

1. Chevron’s Positive Outlook Intact Despite Lower Q3 Earnings on November 8th
2. NYSE To Suspend Trading Of Suntech Power’s ADS, Begin Delisting Procedure on November 8th
3. Transocean Has A Good Q3 As Dayrates And Utilization Rise on November 7th
4. Exxon’s Improved Upstream Production Overshadowed By Thinner Refining Margins In Q3 on November 7th
5. Chesapeake Energy Q3 Results Driven By Oil Production Growth And Lower Production Expenses on November 7th
6. Duke Energy’s Q3 Results Influenced by Cooler Weather, Rate Cases And Wholesale Margins on November 7th
7. First Solar Revised To $58 On Improving Order Book, Balance Sheet And Cost Reductions on November 6th
8. Suntech Agrees To Sell Core Manufacturing Assets, Likely To Reorganize As Panel Distributor on November 6th
9. Lower 48 Development, Higher Commodity Prices Fuel Earnings Growth At ConocoPhillips on November 5th
10. Transocean Q3: Revenues Will Be Driven By Ultra-Deepwater Fleet, But All Eyes Will Be On Costs on November 5th

Media & Telecom

1. CBS Reports Record Q3 Earnings Driven By Solid Summer Programming on November 8th
2. DirecTV Posts Solid Subscriber Growth In The U.S. on November 6th
3. China Telecom Sees Strong Profit Growth On Cost Controls And Industry-Leading 3G Penetration on November 6th
4. BlackBerry Looks For Turnaround With New Debt After Sale Falls Through on November 6th
5. ESPN Will Lead Disney’s Growth In Q4 on November 5th
6. CBS Networks Will Lead CBS’ Growth In Q3 on November 5th
7. Cable Networks Will Drive Time Warner’s Q3 Earnings on November 5th
8. China Unicom Controls Subsidies Through Low-End Smartphones As 3G Adoption Grows on November 5th
9. Comcast’s VoIP Business Grows, but Mobile VoIP is a Threat on November 4th
10. China Mobile Looks To Lead LTE Transition As 3G Limitations Hurt Profits on November 4th

Basic Materials

1. Weak Precious Metal Prices Will Dull Silver Wheaton’s Results on November 8th
2. Vale Reports Higher Year-Over-Year Profits On Higher Prices And Lower Costs on November 8th
3. Low Steel Prices Reduce ArcelorMittal’s Revenues, Yearly Guidance Intact on November 8th
4. Low Steel Prices Will Weigh On ArcelorMittal’s Revenues on November 7th
5. Vale’s Results Will Benefit From Higher Iron Ore Prices on November 6th
6. Newmont’s Revenues Decline On Lower Prices Despite Higher Production on November 5th
7. Weak Gold Prices Reduce Barrick’s Profits Despite Higher Production on November 4th

Consumer

1. Ralph Lauren Posts Upbeat Earnings And Outlook In The Second Quarter on November 8th
2. CVS Earnings Supported By Strong PBM Performance on November 7th
3. Toyota Q2 Earnings: Profits To Swell But Watch Out For Unit Sales on November 5th
4. Hillshire Brands’ Earnings Decline On Thinner Margins But Sales Outlook Improves on November 4th
5. Estée Lauder Shows Consistent Top Line Growth and Steady Margins With Regular Product Launches on November 4th
6. Factors Underlying Our Updated $177 Price Estimate For Ralph Lauren on November 4th

Financial Services

1. Prudential Gains From Acquisitions And Transfer Agreements As Q3 Profit Surges on November 8th
2. Understanding The Impact Of Stricter Capital Rules For Swiss Banks on November 7th
3. Interest Rate Products Drive CME’s Performance on November 6th
4. Can Manulife Maintain Canadian Recovery? on November 5th
5. Prudential Earnings Preview: Sales Growth Likely To Continue on November 5th
6. RBS Announces Plans For An Internal ‘Bad Bank’ Along With Q3 Loss on November 4th