Trefis: Highlights Week Ending 06 December 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 58 top stories this week:

Consumer (23 articles)

• Coca Cola, 4 articles (4, 8, 16, 22)
• Dunkin’ Donuts, 2 articles (2, 15)
• Starbucks, 2 articles (15, 23)
  
• Walgreen, 2 articles (9, 14)

Financial Services (11 articles)

• UBS, 2 articles (4, 11)
  

Technology (9 articles)

Energy & Utilities (4 articles)

Media & Telecom (4 articles)

Health Care (3 articles)

Industrials & Transportation (2 articles)

Basic Materials (2 articles)

• DuPont, 2 articles (6, 7)

All 58 investment stories this week are listed below.

Consumer

1. Abercrombie & Fitch Investor Engaged Capital Demands The Change Of CEO on December 6th
2. Dunkin’ Deserves A $48 Price As Fundamentals Look Solid on December 6th
3. Avon’s Home Product Portfolio Should Continue Positive Growth Trajectory In Q4 on December 6th
4. PepsiCo Looks To Battle Coca-Cola In Rural India on December 6th
5. Factors That Can Limit Rite Aid’s Margin Growth on December 5th
6. Aeropostale’s Earnings Were Marked By Lackluster Results, Weak Outlook And Recovery Efforts on December 5th
7. Guess’ Q3 Revenues Decline But It Raises The Earnings Outlook Marginally on December 5th
8. Why China Is Coca-Cola’s Key To Growth (Part 2) on December 5th
9. Growing Generic Drug Sales Offers Hope of Higher Margins for Walgreen on December 5th
10. American Eagle Outfitters’ Weak Performance Will Continue In Q3 on December 4th
11. What’s Driving Our Forecast For The U.S. Cheese Market? on December 3rd
12. Here’s Why We Believe Revlon’s Top Line Growth Is Limited on December 3rd
13. How Is Target Developing Its E-Commerce Business on December 3rd
14. Walgreen’s Bottom Line Will Continue To Grow on December 3rd
15. After Dunkin’ And Starbucks, McDonald’s To Foray Into Packaged Coffee on December 3rd
16. From Colas To Coconuts, Coca-Cola Looks To Uphold Strong Performance on December 3rd
17. Toyota’s Global Investments To Drive The Future Growth on December 3rd
18. Nike Through The Lens Of Porter’s Five Forces on December 2nd
19. GameStop Hopeful On Strong Sales Of New Consoles on December 2nd
20. U.S. Operations Remain Lackluster for Las Vegas Sands on December 2nd
21. Altria Takes Another Price Hike In The Face Of Declining Volumes on December 2nd
22. Why China Is Coca-Cola’s Key To Growth (Part 1) on December 2nd
23. Starbucks Brews The Right Recipe For Growth With Teavana Expansion on December 1st

Financial Services

1. EC Hands Down $2.3 Billion In Fines To 8 Banks For Rigging Benchmark Rates on December 6th
2. JPMorgan Warns Nearly Half A Million Cardholders Of Possible Data Breach on December 5th
3. An Analysis Of The U.S. Personal Automobile Insurance Market Part 1 on December 5th
4. UBS Continues To Shore Up Balance Sheet With $2.4 Billion Bond Buyback on December 4th
5. BofA Reaches $404 Million Accord With Freddie Mac Over Mortgage Repurchases on December 3rd
6. No Retail Worries For American Express And Discover Financial on December 3rd
7. Q3 2013 U.S. Banking Review: Assets Under Custody on December 2nd
8. CME’s Sale of NYMEX Building Could Fund Dividend on December 2nd
9. MetLife And Manulife Bidding For $10 Billion Asian Opportunity on December 2nd
10. BlackRock’s Growth To Come From Retail Investors, Expense Management on December 2nd
11. UBS vs. Credit Suisse: Which Swiss Bank Has A Better Business Model? on December 2nd

Technology

1. VMware To Gain From Healthcare Industry Adopting Cloud on December 6th
2. Why Travelzoo Should Consider Buying Back Its Asia-Pacific Arm on December 4th
3. 30% Upside to Pandora If Royalty Rules Were To Change on December 4th
4. Broadcom Eyes Low-Cost Smartphones To Gain Market Share In Mobile on December 3rd
5. Three Key Trends Will Fuel Twitter’s Cash Flow Growth on December 3rd
6. TripConnect to Give Small & Independent Hotels A Chance To Compete With Larger Players on December 2nd
7. Paychex Should be Valued At $35 on December 2nd
8. Why Nvidia’s GPU Business Is Outperforming The PC Market on December 2nd
9. Google’s Wallet Ventures Into Debit Card Space on December 2nd

Energy & Utilities

1. Baker Hughes’ Downsizes In Brazil After Losing Contracts on December 5th
2. E.U. Approves Chinese Solar Deal, Likely To Be Positive For Tier-One Chinese Manufacturers on December 3rd
3. KMP Will Seek Approval For Trans Mountain Expansion To Cash In On Oil Sands Production Growth on December 2nd
4. Trina Solar Moves To Add Capacity Through Joint Venture on December 2nd

Media & Telecom

1. Blurring Boundaries Between Pay-TV And Online Video To Benefit Netflix on December 5th
2. Increased Viewership At TBS Will Aid Time Warner’s Advertising Growth on December 4th
3. Sprint’s Spark Program Will Have Long-Term Benefits, Doesn’t Mitigate Near-Term Risks on December 2nd
4. Weighing Sirius XM’s Risks Againsts Opportunities on December 2nd

Health Care

1. UnitedHealth’s Market Potential In Brazil on December 2nd
2. Merck’s Gardasil Is Not Fulfilling Its Potential, Some Upside Possible on December 2nd
3. Roche Strengthening Drug Pipeline As Threat Of Generics Gets Real on December 2nd

Industrials & Transportation

1. Potential South Korean Order to Expand Lockheed’s F-35 International Client Reach on December 4th
2. American-US Airways Merger Receives Final Clearance For Take-Off on December 3rd

Basic Materials

1. Rio Tinto Announces Spending Cuts Over The Next 2 Years To Reduce Debt on December 5th
2. Newmont Mining Part Of Consortium In Race For Peruvian Mega Copper Mine? on December 2nd