Trefis: Highlights Week Ending 03 January 2014

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 60 top stories this week:

Technology (15 articles)

Consumer (11 articles)

Financial Services (8 articles)

• Morgan Stanley, 3 articles (4, 5, 6)

Industrials & Transportation (8 articles)

Energy & Utilities (7 articles)

Basic Materials (6 articles)

Media & Telecom (3 articles)

Health Care (2 articles)

All 60 investment stories this week are listed below.

Technology

1. An Overview Of Sina’s Businesses And Our $83 Valuation For Its Stock on January 3rd
2. Products & Platforms Launched In 2013 To Accelerate Intel’s Future Demand on January 3rd
3. Qualcomm’s $20 Billion Opportunity From Growing 3G/4G Penetration on January 2nd
4. Micron’s Earnings Preview: Factors That Improve Its Outlook For 2014 on January 2nd
5. VMware Poised To Capitalize On Shift Towards Hybrid Clouds on January 2nd
6. Seagate’s Xyratex Acquisition Targets The Enterprise Storage Hardware Segment on December 31st
7. Acquisitions Helped Double Western Digital’s Stock Price In 2013 on December 31st
8. Activision’s Call Of Duty Is The Biggest Gainer From The Holiday Season on December 31st
9. Nvidia’s Tegra Processor Revenue Will Expand In 2014 on December 30th
10. After Tablets, HP Eyes The Smartphone Space To Boost Revenues on December 30th
11. Improved Job Outlook and Growth in HR Outsourcing Boost Paychex’ Revenues on December 30th
12. A Recap Of Expedia In 2013: Stock Steady After A Rough Patch on December 30th
13. Here’s How The Fed’s Decision To Taper QE Pace Will Impact ADP on December 30th
14. Yahoo Japan’s Growth Strategy on December 30th
15. Nokia Could Have An Additional $4.5 Billion Opportunity In Patent Licensing on December 30th

Consumer

1. What’s Driving Target’s U.S. Revenue Per Square Foot? on January 3rd
2. Dr. Pepper Snapple: 2013 Year In Review on January 3rd
3. McDonald’s Corporation: The Year In Review on January 2nd
4. Wynn Has Benefited From The Surge In 2013 Macau Gaming Revenues on January 2nd
5. LVS Drops Spain Plan; Macau Growth Intact on January 2nd
6. Can France & the U.K. Lift Gap’s European Results In The Future? on December 31st
7. Dunkin’ Donuts: 2013 Year In Review on December 31st
8. Coach: The Year 2013 In Review on December 31st
9. Nike: The Year 2013 In Review on December 31st
10. Aeropostale’s Timing To Enter Mexico Was Not Ideal on December 30th
11. U.S. And China Boost Sales Of Lear Amid European Woes on December 30th

Financial Services

1. Discover Financial Had A Good 2013, Will It Continue? on January 2nd
2. Bank Shares Continued Their Run In 2013; Morgan Stanley Led With 64% Jump on January 2nd
3. Banks’ Interest Margins Will Remain Under Pressure For Several Quarters on December 31st
4. Wells Fargo Reaches $591 Million Accord With Fannie Mae Over Mortgage Repurchases on December 31st
5. Morgan Stanley Exits India Mutual Fund Business, Sells Oil Merchandising Unit on December 30th
6. Financial Weekly Notes: Goldman Sachs, Morgan Stanley & Barclays on December 30th
7. A Look At Visa’s Performance In 2013 on December 30th
8. NASDAQ 2013 In Review: New Acquisitions To Drive Future Growth As Traditional Businesses Face Problems on December 30th

Industrials & Transportation

1. Higher F-35 Margins Will Help Offset Impact From Budget Cuts In Lockheed’s 2014 Results on December 31st
2. Housing, Automotive And Crude Oil Shipments To Drive Norfolk Southern’s Growth In 2014 on December 31st
3. 3M’s Model For Global Expansion on December 30th
4. United’s Profits Could Soar Higher In 2014 On Cost Cuts & Capacity Expansion on December 30th
5. UTC’s Focused Portfolio And Cost Cutting Are Key To Its Earnings Growth In 2014 on December 30th
6. Demand For Larger Screen Size Will Drive Corning’s Display Technology Business In 2014 on December 30th
7. E-Commerce, Global Trade And Healthcare Shipments Will Help UPS Grow In 2014 on December 30th
8. Alaska’s Results Will Glide Higher In 2014 On Capacity Expansion & Fleet Initiatives on December 30th

Energy & Utilities

1. Key Trends Impacting Natural Gas Prices In The U.S. on January 2nd
2. What To Expect From Duke Energy’s Electric Business in 2014 on January 1st
3. What To Expect From Halliburton In 2014 on December 31st
4. What’s Driving The Global LNG Demand? on December 31st
5. First Solar: The Year In Review on December 30th
6. What To Expect From Transocean In 2014 on December 30th
7. KMP’s Entry Into The Tanker Space Could Prove Promising on December 30th

Basic Materials

1. An Analysis Of Silver Wheaton’s Rosemont And Constancia Mines on January 2nd
2. Alcoa: 2013 In Review on January 2nd
3. DuPont: The Year 2013 In Review on December 31st
4. U.S. Steel: 2013 In Review on December 31st
5. Freeport McMoran: Factors To Watch Out For In 2014 on December 31st
6. Inclement Weather Halts Most Iron Ore Shipments, Will Boost Iron Ore Prices on December 31st

Media & Telecom

1. Comcast’s NBCUniversal Sees A Solid Year With Movies on December 31st
2. What 2014 Holds For Netflix on December 30th
3. CBS Continues To Be The Most Watched Network; Will Benefit From Growth In Ad Spending on December 30th

Health Care

1. Abbott Had A Transformational 2013, Here’s What To Expect in 2014 on January 3rd
2. Looking At China’s Importance For Pfizer As The Diflucan’s Imports Hit A Bump on January 3rd