Trefis: Highlights Week Ending 13 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 34 top stories this week:

Technology (12 articles)

• Adobe, 2 articles (1, 12)

Consumer (11 articles)

• Costco, 2 articles (5, 10)

Financial Services (2 articles)

Industrials & Transportation (2 articles)

Basic Materials (2 articles)

Health Care (2 articles)

Media & Telecom (2 articles)

Energy & Utilities (1 article)

All 34 investment stories this week are listed below.

Technology

1. Adobe’s Cloud Services Continue To Drive Growth In Q4 on December 13rd
2. Macroeconomic Factors Influencing Constant Contact and Digital Marketing Industry Growth on December 12nd
3. Electronic Arts Misses Next Genration Opportunity With Battlefield Botch Up on December 12nd
4. LinkedIn: Opportunities & Threats (Part 1) on December 12nd
5. Verizon-Edgecast Deal Poses Pricing And Margins Threat To Akamai on December 12nd
6. What Does A Cloud Transition Mean For Symantec? on December 11st
7. Imminent China Mobile Deal Could Add $45 Billion To Apple’s Value on December 11st
8. Yahoo Bolsters Its Online Video Platform With Two Acquisitions on December 11st
9. Risk To Yelp’s $44 Valuation on December 10th
10. November’s Job Market Data Isn’t a Boon to Payroll Processors on December 10th
11. A Look At Oracle’s Database Division: SAP HANA Remains Threat on December 10th
12. Adobe Pre-Earnings: Revenues To Stabilize Due To Adoption Of Cloud Services on December 9th

Consumer

1. An Overview Of Bed Bath & Beyond’s Expansion And Its Potential Upside on December 13rd
2. Dr. Pepper Could Lose The Non-Carbonated Beverages Battle In North America on December 13rd
3. Potential Downside to Starbucks’ Valuation on December 13rd
4. Home Depot Plans To Offer Same-Day Delivery To Customers on December 12nd
5. Costco’s Results Miss Market Expectations But Still Look Good on December 12nd
6. Frito-Lay Could Heal PepsiCo’s Beverage Wounds In North America on December 11st
7. Where Can Target Expand After Facing Disappointment In Canada? on December 10th
8. Why Tesla’s Growth Story May Not Go As Per The Script on December 10th
9. Key Initiatives for Nike’s Growth on December 9th
10. Costco’s Earnings Preview: Rise In Membership Will Lead To Steady Growth on December 9th
11. American Eagle Outfitters Looks Sturdy Despite Weak Results And Dull Guidance on December 9th

Financial Services

1. Banking Round-Up Q3 2013: Outstanding Credit Card Loans on December 11st
2. Prudential Financial Signs More Institutional Agreements, But Will Need To Manage Margins on December 9th

Industrials & Transportation

1. Will Natural Gas Prove To Be A Cost Effective Alternative Fuel For Railroads? on December 13rd
2. 3M’s Strategy To Achieve Growth Targets on December 12nd

Basic Materials

1. Newmont Sells North American Gold Mine To Optimize Portfolio on December 10th
2. Vale Looking To Sell Stakes In Coal, Fertilizer And Steel Businesses on December 9th

Health Care

1. UnitedHealth’s Market Potential In Brazil Part 2: Pricing And Margins on December 11st
2. What Is Johnson & Johnson’s Opportunity In Hepatitis C Market? on December 10th

Media & Telecom

1. Sprint’s Debt Sales To Pay For Network Upgrades, Near-Term Risks Remain on December 12nd
2. Pandora Should Push For Subscriptions Based on Sirius XM’s Success on December 11st

Energy & Utilities

1. A Closer Look At Chevron’s Biggest Bet In The Global LNG Market on December 10th