Trefis: Highlights Week Ending 17 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 67 top stories this week:

Technology (20 articles)

• AOL, 3 articles (1, 13, 16)

• Google, 3 articles (4, 7, 20)
  

Consumer (16 articles)

• Coca Cola, 2 articles (11, 16)

• Lowes, 2 articles (4, 15)

Financial Services (9 articles)

Energy & Utilities (8 articles)

Media & Telecom (5 articles)

Industrials & Transportation (4 articles)

Health Care (3 articles)

Basic Materials (2 articles)

All 67 investment stories this week are listed below.

Technology

1. AOL Gives Up Local News Service Patch As It Fails To Generate Profits on January 17th
2. Perfect World Creates New Division To Target Consoles on January 17th
3. eBay Earnings Preview on January 17th
4. Google’s Strategy Behind The $3.2 Billion Acquisition Of Nest Labs on January 17th
5. IBM Earnings Preview: Revenues To Decline In Q4 on January 17th
6. F5′s Growth To Accelerate in Fiscal 2014 From a Strong First Quarter on January 16th
7. Google’s Earnings Preview: Focus on Revenue Growth From Ad Divisions And Motorola Mobility on January 16th
8. Cree’s Q2’14 Earnings Preview: Rising LED Penetration To Drive Demand on January 16th
9. SAP Pre-Earnings: Fiscal 2014 Outlook In Focus on January 15th
10. TI’s Growth To Slow In Q4’13 But Long-Term Prospects Are Bright on January 15th
11. Weak Economic Outlook Might Hurt ADP on January 15th
12. AMD Likely Retained Its Growth Momentum In Q4’13: Semi-Custom & Professional Graphics In Focus on January 14th
13. Subscription Business To Finance AOL’s Expansion Plans on January 14th
14. What Does Twitter’s Current $58 Market Price Imply? on January 14th
15. Electronic Arts Still Stuck In The Battlefield 4 Quagmire; Fair Value $28 on January 14th
16. Adapt.TV To Boost AOL’s Revenue on January 13rd
17. The Silver Lining in November’s Employment Summary for Payroll Processors on January 13rd
18. Seagate Launches Thinnest And Fastest Portable Drives on January 13rd
19. What The Acquisition Of Responsys Means For Oracle on January 13rd
20. Revising Google Price Estimate to $991 on January 13rd

Consumer

1. Focus on Accessories and E-Commerce Channel Can Pay Off For Ralph Lauren on January 17th
2. Starbucks Earnings Preview: Margins To Widen Although Sales Could Slow Down on January 17th
3. Transformational Strategy Key To Coach’s Revenue Growth on January 16th
4. Lowe’s Partners With Porch To Improve Home Improvement Matchmaking Services on January 16th
5. GM Signals It Is Back To Normal By Issuing Dividend After Six Years on January 16th
6. Harley-Davidson’s Street 750 Debuts In India on January 16th
7. GameStop Drops On Low New Software Sales But Good Times Are Ahead on January 15th
8. Heavy Fall In Foot Traffic & Small E-Commerce Channel Likely To Impact Wal-Mart’s Holiday Sales on January 15th
9. Abercrombie & Fitch Surprises With Better-Than-Expected Holiday Sales on January 15th
10. Aeropostale Reaches Out To Private Equity Firms Amid Growing Pressure From Investors on January 15th
11. Coca-Cola Eyes Growth In The Sparkling Bottled Water Market on January 14th
12. Guess? Launches New Mobile App To Strengthen Its Omni-Channel Platform on January 14th
13. Mercedes Looks To Carry On The Momentum With The Debut Of New C-Class on January 14th
14. Factors Supporting Our Bullish Outlook For American Eagle Outfitters – Part II on January 13rd
15. Can Lowe’s’ Iris System Be Its Next Growth Catalyst? on January 13rd
16. Coca-Cola Might Look To Advance In the Energy Drinks Market on January 13rd

Financial Services

1. Strong Holiday Spending Helps American Express’ Q4 Results on January 17th
2. Ameritrade Earnings Preview: Assets And Trading Volumes Likely To Continue Increasing on January 17th
3. Travelers Earnings Preview: Pricing And Retention In Focus on January 17th
4. Mortgage Slowdown Notwithstanding, Wells Fargo Continues To Churn Out Record Profits on January 16th
5. Project New BAC Drives Profits At BofA As Performance Improves Across Divisions on January 16th
6. JPMorgan Reports Lukewarm Q4 Results To Finish A Forgettable 2013 on January 15th
7. MetLife Extends Agreement With Citigroup; Brazil Might Be Key on January 14th
8. Charles Schwab Earnings Preview: Increase In Client Accounts And Assets Are Likely To Drive Performance on January 14th
9. American Express Earnings Preview: Holiday Sales Growth In The U.S. Should Help on January 14th

Energy & Utilities

1. Halliburton Preview: North America Should See A Recovery, Watching International Operations on January 17th
2. Baker Hughes Q4 Preview: Iraq Disruptions And Weather Related Delays Will Weigh On Results on January 17th
3. KMP Earnings: Acquired Assets And Strong CO2 Business Drive Earnings on January 16th
4. First Solar: Three Factors To Watch In 2014 on January 15th
5. Why The U.S. Gulf Of Mexico Will Prove To Be A Crucial Market For Oilfield Services In The Long Run on January 14th
6. BP’s Oil-Spill Settlement Could Cost Over $15 Billion As The Court Upholds The Original Agreement on January 14th
7. Schlumberger Q4 Preview: North American Margins In Focus on January 14th
8. KMP Earnings Preview: Natural Gas Volumes, SACROC Oil Production In The Spotlight on January 13rd

Media & Telecom

1. Verizon Earnings Preview: Watching Impact Of Subsidies And T-Mobile Competition In Q4 on January 17th
2. Netflix Earnings Preview: Original Content To Boost Net Subs Additions on January 16th
3. Juniper’s Stock Could Be Worth $30-32 If It Successfully Implements Elliott’s Suggestions on January 15th
4. Time Warner Cable Rejects Charter’s $61 Billion Bid on January 14th
5. China Telecom Price Estimate Revised to $53 On Subsidies And Regulatory Impact on January 13rd

Industrials & Transportation

1. Delta’s Profits Will Glide Higher On Capacity Expansion & Cost Controls on January 17th
2. GE’s Margin Expansion Momentum Driven By Cost Cuts Will Lift Its Fourth Quarter Profits on January 16th
3. 3D-shaped Gorilla Glass May Boost Corning’s Revenue on January 13rd
4. Intermodal And Merchandise Businesses Will Have A Positive Impact On CSX’s Earnings on January 13rd

Health Care

1. UnitedHealth Takes A Hit On Margins, Maintains Revenue Growth To Beat Expectations on January 17th
2. Johnson & Johnson To See Strong Growth In Drugs Sales on January 16th
3. UnitedHealth Group Earnings Preview: How Will The PPACA Affect UnitedHealth’s Results? on January 14th

Basic Materials

1. Massena East Shutdown Will Further Reduce Alcoa’s Smelting Capacity And Revenues on January 17th
2. Freeport Will Escape Adverse Consequences Of Indonesia’s Ore Export Ban on January 14th