Trefis: Highlights Week Ending 22 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 59 top stories this week:

Consumer (17 articles)

• Abercrombie & Fitch, 2 articles (1, 12)
• Home Depot, 2 articles (9, 14)
  
• Limited Brands, 2 articles (4, 17)
  
• Lowe’s, 2 articles (7, 15)
  

Technology (13 articles)

• Nokia, 2 articles (5, 11)

Financial Services (11 articles)

• General discussion of biggest banks, 4 articles (8, 9, 10, 11)
• JP Morgan, 2 articles (3, 7)
  
• U.S. Bancorp, 2 articles (3, 5)

Industrials & Transportation (7 articles)

• Boeing, 2 articles (2, 4)

Energy & Utilities (4 articles)

• Trina Solar, 2 articles (2, 4)

Health Care (4 articles)

• Medtronics, 2 articles (1, 4)

Media & Telecom (2 articles)

Basic Materials (1 article)

All 59 investment stories this week are listed below.

Consumer

1. Abercrombie & Fitch’s European Opportunities on November 22nd
2. Target Results Disappoint; Cuts Profit Outlook For The Year on November 22nd
3. Growing Demand For EV/HEVs Bodes Well For Lear Corporation on November 22nd
4. Limited Brands Reports Steady Growth In Q3; Outlook Looks Good on November 22nd
5. Strong Third Quarter Sets Up GameStop For The Holiday Season, Stock Worth $54 on November 22nd
6. Best Buy’s Earnings Continue To Improve On Turnaround Strategy on November 21st
7. Housing Recovery Boosts Lowe’s Results, Outlook Raised on November 21st
8. Green Mountain’s Profits Jump On Higher Volumes And Lower Coffee Costs on November 21st
9. Home Depot Reports Strong Results On Housing Recovery, Raises Outlook on November 20th
10. Urban Outfitters Registers Healthy Growth Despite Weak Results From Namesake Brand on November 19th
11. GameStop To Gain From Industry Revival In Q3 But The True Test Lies Ahead on November 19th
12. Abercrombie & Fitch Earnings Preview: Weak Industry & Low Brand Loyalty Will Hurt Results on November 18th
13. Earnings Preview: Ann Is Well-Poised To Fend Off Industry Weakness on November 18th
14. Housing Recovery Will Continue To Boost Home Depot’s Earnings on November 18th
15. Housing Recovery Will Boost Lowe’s Sales on November 18th
16. Gap Inc’s Growth Will Slow Down In The Third Quarter on November 18th
17. Limited Brands Earnings Preview: Intimates Will Drive The Company Through The Industry Slump on November 18th

Technology

1. Groupon Continues To Diversify Its Business on November 22nd
2. Intel Eyes A Larger Share In Mobile Computing on November 22nd
3. eBay Is Missing Out On Big Growth In China on November 22nd
4. EMC’s XtremIO Launch Targets Flash Array Market on November 22nd
5. Nokia-Microsoft Deal Receives Overwhelming Shareholder Approval; New $7.80 Price Estimate on November 21st
6. HANA Integration And SMB Cloud Adoption To Boost SaaS Revenues For SAP on November 21st
7. Why IBM is Worth $236 on November 20th
8. Electronic Arts Falls After Playstation 4 Release But Opportunity Lies Ahead; Fair Value $28 on November 20th
9. Monster’s International Business Remains Problematic on November 19th
10. Salesforce Steps Up To Intensifying Cloud Market Competition With New Mobile Platform, HP Partnership on November 19th
11. Nokia Looks To Defend Margins With Increasing U.S. Focus Amid LTE Transition on November 19th
12. TripAdvisor’s Drive To Remove The Friction Associated With Mobile Bookings Will Lift Smartphone Monetization Levels on November 18th
13. How Twitter Stacks Up Against Facebook And LinkedIn on November 18th

Financial Services

1. Regulator Pressure Causing Goldman, Morgan Stanley To Scale Back Physical Commodities Businesses on November 22nd
2. Google’s Wallet Expansion Could Help MasterCard on November 22nd
3. Financial Weekly Notes: JPMorgan, U.S. Bancorp & Barclays on November 22nd
4. E*Trade Gets Approval For Capital Diversion, Signaling Continued Progress In Turnaround on November 21st
5. U.S. Bancorp’s Partnership With AmEx Should Unlock Value For Both Companies on November 21st
6. Pricing Structure Changes Likely To Push CME’s Revenue And Margins Higher on November 20th
7. Key Takeaways From JPMorgan’s Mammoth Settlement Of Legacy Mortgage Issues on November 20th
8. A Detailed Look At Trading Revenues At The Country’s Biggest Banks on November 19th
9. Moody’s Downgrades Credit Rating For Four U.S. Banking Giants on November 18th
10. Which U.S. Bank Has The Best Equities Trading Desk? on November 18th
11. How Do Debt Trading Revenues Stack Up At The Largest U.S. Banks? on November 18th

Industrials & Transportation

1. Johnson Controls $48 Fair Value Rides On Emerging Markets Growth And Energy Efficiency Trend on November 22nd
2. Weekly Aviation Note: Boeing And GE on November 22nd
3. Caterpillar Is Cutting Costs In An Attempt To Protect Profits From Weak Demand on November 21st
4. The 777X Strengthens Boeing’s Leadership Position In Large Commercial Airplanes on November 21st
5. United Seeks To Improve Results Through Cost Control And Ancillary Growth Initiatives on November 21st
6. JetBlue And Southwest Gain From DoJ’s Settlement Terms On Big Airline Merger on November 19th
7. US Airways And American Airlines Set To Merge After Settlement With DoJ on November 18th

Energy & Utilities

1. Halliburton Will Benefit From Growing Deepwater Production Spending, North American Growth on November 21st
2. Trina Solar Worth $15 On Rising Shipments, Better Margins And Utility-Scale Focus on November 21st
3. Factors Driving Our $95 Price Estimate For Anadarko on November 21st
4. Trina Solar Has A Solid Q3 As Industry Conditions Continue To Improve on November 20th

Health Care

1. New Products Drive Medtronic’s Q2 2014 Results on November 20th
2. Johnson & Johnson’s Quest For Alzheimer’s Disease Treatment on November 19th
3. Under Pressure From Federal Budget Cuts, UnitedHealth Scales Down Its Network on November 18th
4. Medtronic Earnings Preview: Cardiac Rhythm Management In Focus on November 18th

Media & Telecom

1. AT&T Discounts The iPhone To Contend With Increasing Competition on November 20th
2. How Valuable Are Netflix’s Subscribers Compared To Comcast? on November 19th

Basic Materials

1. Vale Seeks To Sell Its Entire Stake In Norsk Hydro As Part Of Divestment Program on November 20th