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 56 top stories this week:
Consumer (18 articles)
- Rite Aid, 2 articles (1, 17)
Technology (13 articles)
- Oracle, 2 articles (5, 13)
Financial Services (7 articles)
- JP Morgan Chase, 2 articles (1, 12)
- Metlife, 2 articles (1, 4)
Media & Teleom (6 articles)
Energy & Utilities (4 articles)
Industrials & Transportation (4 articles)
- FedEx, 2 articles (2, 4)
Basic Materials (3 articles)
Health Care (1 article)
All 56 investment stories this week are listed below.
Consumer
- Rite Aid’s Q3’14 Results Show A Sustained Growth Momentum on December 20th
- Coach Lays The Foundation For Its Growth on December 20th
- Black Friday Lifts U.S. Auto Sales In November But Market Could Hit Plateau on December 20th
- Wal-Mart’s Growing Grocery Business Is Good For Its Sales, But Not For Margins on December 19th
- Cola Wars In Russia (Part 1) on December 19th
- Chipotle’s Catering Service Offers Growth Potential on December 19th
- Urban Outfitters Is Likely To Emerge As A Winner This Holiday Season on December 19th
- South Korea Provides Hope For Guess’ Asian Business Despite A Slowdown In China on December 18th
- Unilever’s Home and Personal Care Businesses Will Be Most Affected In A Prolonged EM Slowdown on December 18th
- Procter & Gamble Seems To Be On Track To Achieve Its Cost Savings Target on December 18th
- Can Keurig 2.0 Provide The Next Wave of Growth For GMCR? on December 18th
- Nike Earnings Preview: China, Emerging Markets Could Offset NAmerica Growth on December 17th
- Walgreen To Start Fiscal 2014 On a Strong Note on December 17th
- American Eagle Outfitters Plans To Expand Its Presence In Asia By Entering Thailand on December 17th
- Armoured For Growth; Potential Opportunities For Under Armour on December 17th
- Gap Inc On Its Way To Happy Holidays on December 16th
- Rite Aid’s Earnings Preview: Generic Substitution & Wellness Stores In Focus on December 16th
- PepsiCo Faces The Coca-Cola Challenge In The Growing U.S. Sports Drinks Market on December 16th
Technology
- Western Digital’s Black2 Dual Drive Targets PC And Laptop Markets on December 20th
- Fox To Enter The Theme Park Business on December 20th
- NetApp’s All-Flash Array To Take On EMC In Fast Growing Market on December 20th
- Revisiting Why Twitter’s High Valuation Doesn’t Make Sense As The Stock Climbs on December 20th
- Software License and Hardware System Revenues Continue To Disappoint For Oracle on December 19th
- Here Are A Few Factors That Support Shutterfly’s Future Revenue Growth on December 18th
- LinkedIn: Opportunities & Threats (Part 2) on December 18th
- OpenTable Grabs Quickcue To Improve Guest Management Offerings on December 18th
- SanDisk’s New Drives Provide Scalable Memory Options For Mobile Devices on December 18th
- A Look At VeriSign’s Domain Registration Business on December 18th
- Seagate’s Strategy to Drive Enterprise And Cloud Business Further on December 17th
- Accenture Pre-Earnings: Revenue Growth In Focus on December 16th
- Oracle Q2 Earnings Preview: Software License Growth, Cloud Subscription Revenues In Focus on December 16th
Financial Services
- Financial Weekly Notes: JPMorgan, Citigroup & Morgan Stanley on December 20th
- MetLife Continues To Expand In Asia Despite The Citigroup Setback on December 20th
- Fed Decides To Taper: The Impact On Manulife, Prudential And MetLife on December 19th
- JPMorgan Takes FDIC To Court Over More Than A Billion In WaMu Losses on December 19th
- Brokerage Stocks Rally As The Fed Moves To Taper QE on December 19th
- AIG Announces Another Deal For Its Aircraft Leasing Business on December 17th
- Analysis Of The U.S. Personal Automobile Insurance Market Part 2: Hartford Financial on December 17th
Media & Telecom
- Cisco Worth $26 Due To Margin Focus, Strong Market Fundamentals on December 19th
- Another Roadblock Cleared For Dish As Centerbridge Backs Out From LightSquared Bid on December 19th
- Dish May Bid For T-Mobile Early Next Year on December 19th
- BlackBerry Earnings Preview: Enterprise Defections and BBM Strategy In Focus on December 17th
- DirecTV’s NFL Deal Is An Expensive Option For Exclusivity on December 17th
- Sprint’s Potential Bid For T-Mobile Could Make For A Risky Merger on December 16th
Energy & Utilities
- What To Expect From Chevron In 2014? on December 19th
- Rising Spending From National Oil Companies Is Good News For Schlumberger on December 17th
- An Overview Of The Chilean Solar Market on December 16th
- What To Expect From Yingli Green Energy And Trina Solar In 2014 on December 16th
Industrials & Transportation
- GE Seeks To Maintain Its Margin Expansion Momentum In 2014 Through Cost Cuts on December 20th
- Ground Segment Offsets Express Losses for FedEx on December 19th
- With Coal Volumes Down, Intermodal Business Will Drive Growth For CSX on December 17th
- FedEx Q2 Earnings Preview: Holidays To Boost Ground Revenues, Express Segment Recovery In Focus on December 16th
Basic Materials
- Agreement With Airbus For Supply Of Aerospace Parts Is Positive For Alcoa’s Business on December 19th
- Will Freeport Suffer From Indonesia’s Mineral Export Ban In 2014? on December 17th
- Rio Tinto Shelves $4 Billion Aluminum Smelter Plan In Paraguay on December 16th
Health Care
- Here Is What Can Propel Merck on December 19th
