Trefis: Highlights Week Ending 24 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 84 top stories this week:

Technology (25 articles)

• Motorola, 2 articles (12, 25)
• Microsoft, 2 articles (1, 21)
• Nokia, 2 articles (5,19)
• Travelzoo (2 articles (2, 20)
• Western Digital, 2 articles (7, 23)
  

Consumer (14 articles)

• Unilever, 2 articles (5, 14)

Financial Services (14 articles)

• Discover Financial, 2 articles (2, 13)

Industrials & Transportation (11 articles)

Basic Materials (6 articles)

• Barrick Gold, 2 articles (2, 3)
  

Health Care (6 articles)

• Abbott Labs, 2 articles (3, 6)
• Intuitive Surgical, 2 articles (1, 5)
  

Media & Telecom (5 articles)

• Juniper Networks, (1, 5)
  

Energy & Utilities (3 articles)

All 84 investment stories this week are listed below.

Technology

1. Microsoft Earnings: Hardware Sales Bolster Revenues on January 24th
2. Travelzoo Posts Margin Expansion Despite Top-line Pressure, Initiates Performance Review Of Search Business on January 24th
3. Yahoo! Japan Earnings Preview: Mobile Revenues And Online Sales Growth In Focus on January 24th
4. eBay’s Growth Remained Healthy, Outlook Is Strong on January 24th
5. Nokia Faces Near-Term Margin Concerns But LTE Buildouts Promise Better Future on January 24th
6. Apple’s Q4 Earnings To Receive Holiday-Season iPhone Boost As Rivals Stutter on January 24th
7. Western Digital’s Strong Quarter Driven By Consumer Electronics And Branded Products on January 24th
8. How Shutterfly Benefits From Digitalization And Social Media on January 23rd
9. Growth In Country Code Domain Registrations Pose Threat To VeriSign’s Future on January 23rd
10. Yahoo Earnings Preview: Ad Revenues And Growth In Associate Companies In Focus on January 23rd
11. Lexmark Earnings Preview: Profit Margins To Improve In Q4 on January 23rd
12. Motorola Posts Solid Q4 But Disappoints With Guidance on January 23rd
13. An Upgraded Product Portfolio Re-accelerates F5′s Growth on January 23rd
14. LED Fixtures & LED Bulbs Drive Cree’s Growth In Q2’14 on January 22nd
15. IBM Earnings: Revenues Decline As Hardware Division Under-performs on January 22nd
16. Weak Profitability Guidance Should Not Depress SAP’s Stock Price on January 22nd
17. Increasing Focus On New Growth Markets Helps AMD Close 2013 On A Positive Note on January 22nd
18. TI Focuses On Analog & Embedded Markets To Drive Growth on January 22nd
19. Nokia Earnings Preview: Watching For Potential Acquisitions And Patent Monetization Strategy on January 22nd
20. Travelzoo Q4 Earnings Preview: Investments To Fuel Subscriber Base Growth But Also Weigh On Margins on January 21st
21. Microsoft Earnings Preview: Device Sales And Business Strategy In Focus on January 21st
22. With An Expanded Product Portfolio Intel Is Better Positioned For 2014 on January 21st
23. Western Digital Earnings Preview: Enterprise and SSD Storage To Drive Quarter on January 21st
24. SanDisk Earnings Preview: Enterprise And Embedded SSD To Drive Quarter on January 21st
25. Motorola Solutions Earnings To Benefit From Government Seasonality And Steady Enterprise Recovery on January 21st

Consumer

1. Ford’s North American And Chinese Operations To Buoy Profits; Europe Could Improve on January 24th
2. Coach Earnings Preview: North America Still Key To Coach on January 24th
3. McDonald’s Disappointing Run Continues; Margins Decline Again on January 24th
4. New Collections Can Make Aeropostale A More Attractive Takeover Option on January 23rd
5. Unilever Beats Expectations, Posts Strong Sales Growth And Margin Expansion on January 23rd
6. Holiday Season Brings Cheer To Under Armour on January 23rd
7. Philip Morris Bets Big On Its “Reduced-Risk” Products on January 23rd
8. Holiday Sales Brings About A Correction In Best Buy’s Valuation on January 22nd
9. Emerging Markets Will Continue To Lead Procter & Gamble’s Growth, Beauty Has A Moderate Outlook on January 22nd
10. McDonald’s Q4 Earnings: Sales To Remain Weak But Margins May Improve on January 22nd
11. International Sales Will Help Kimberly-Clark To Meet Its Growth Target For 2013 on January 21st
12. Target Slashes Its Q4 Outlook And Unveils Plans To Close Eight Stores on January 21st
13. Urban Outfitters Reports Record Holiday Sales Amid Retail Weakness on January 21st
14. Unilever Earnings Preview: Home And Personal Care Will Outperform Despite EM Slowdown on January 20th

Financial Services

1. Here’s Why Goldman’s Lukewarm Q4 Results Aren’t A Problem In The Long Run on January 24th
2. Discover Maintains Loan Growth To Beat Market Expectations on January 24th
3. Ameritrade’s Revenue And Margin Growth Higher Than Expectations, Revised $32 Price Estimate on January 23rd
4. Strong Q4 Results Help U.S. Bancorp Post Record Annual Results For 2013 on January 23rd
5. Citigroup Q4 Trading Woes Don’t Undermine $56 Fair Value on January 23rd
6. IntercontinentalExchange New Coverage: $241 Price Estimate On Derivatives Growth, Regulation on January 22nd
7. Capital One’s Q4 Results Only A Minor Hiccup To Its Growth Story on January 22nd
8. Travelers Maintains Underwriting Profitability, Helped By Lack Of Catastrophes on January 22nd
9. Morgan Stanley’s Long-Term Plans Justify $35 Value Despite Legal Setback In Q4 on January 22nd
10. E*Trade Earnings Preview: Volumes And Margins Likely To Continue Improving on January 22nd
11. BNY Mellon’s Q4 Results Were Better Than They Appear on January 21st
12. BlackRock Looks Good For $330 As Improving Economic Outlook Bolsters Asset Growth on January 21st
13. Discover Financial Earnings Preview: Sales Growth And Provisions In Focus on January 21st
14. Charles Schwab Q4 Earnings: Asset Levels, Trading Volumes And Margins Continue To Increase on January 20th

Industrials & Transportation

1. Delta’s Profits Fly Higher On Large One-Time Gain on January 23rd
2. CSX Posts Revenue Growth On The Back Of Intermodal And Merchandise Shipments on January 23rd
3. Coal Shipments To Weigh On Norfolk Southern’s Revenue Per Unit on January 22nd
4. Pricing Gains And Growing Industrial And Automotive Shipments Will Help Union Pacific’s Earnings on January 22nd
5. Weak Mining Demand Will Continue To Dig In To Caterpillar’s Results on January 22nd
6. Southwest & JetBlue’s Top Line Will Rise On Gains From Capacity Expansion on January 22nd
7. GE’s Net Rises But It Misses Margin Expansion Target on January 21st
8. Acquisitions & Commercial Aviation Will Lift UTC’s Results Despite European & Military Weakness on January 21st
9. Lockheed’s Cost Cutbacks Will Offset Sequestration Impact To Lift Its Profits on January 21st
10. Alaska’s Results Will Glide Higher On Capacity Expansion & Higher Baggage Fees on January 21st
11. Johnson Controls’ Profits Will Rise On Cost Cutbacks & Growing Footprint In The Emerging Markets on January 21st

Basic Materials

1. Newmont May Consider Legal Action Against New Indonesian Export Duty on January 24th
2. African Barrick Gold Reports Higher Production And Lower Costs But Weak Prices Impact Profitability on January 23rd
3. Barrick Sells Australian Mine To Optimize Portfolio on January 23rd
4. DuPont Earnings Preview: Agricultural Products To Drive Growth on January 23rd
5. Rio Tinto: 2013 Operational Review And Outlook on January 22nd
6. Weak Copper Prices And Problems In Indonesia Will Impact Freeport’s Revenues on January 21st

Health Care

1. Intuitive Surgical Earnings: International Sales Growth Offsets Domestic Weakness on January 24th
2. Pfizer Earnings Preview: Cost-Cutting To Offset Patent Losses on January 23rd
3. Diagnostics Continues To Drive Abbott’s Performance While Nutrition Remains Sluggish on January 23rd
4. Bristol-Myers Squibb Earnings Preview: Immuno-Oncology Drugs In Focus on January 23rd
5. Intuitive Surgical Earnings Preview: Preliminary Results Beat Market Expectations on January 22nd
6. Abbott Earnings Preview: Steady Growth Expected Despite Short Term Weakness In Nutritionals on January 21st

Media & Telecom

1. Juniper Price Estimate Increased To $27 On Routing Gains And Potential R&D Streamlining on January 24th
2. Netflix Jumps After Strong Results, Will The Growth Sustain? on January 24th
3. China Unicom’s Focus On Low-Cost Smartphones To Offset Impact Of Rising 3G Subscriptions on January 22nd
4. Verizon’s Q4 Results Boosted By Subsidy Controls And LTE Growth As Competition Looms on January 22nd
5. Juniper Q4 Earnings Will Provide More Color On Emerging Market Concerns And Elliott Directives on January 22nd

Energy & Utilities

1. Halliburton Has A Good Quarter On Eastern Hemisphere Activity, North American Efficiencies on January 23rd
2. Baker Hughes Q4: Results Weighed Down By Weather, But Pumping Improvements Are Positive on January 22nd
3. Schlumberger Has A Good Q4 On International Ops, But North American Pricing Pressures Persist on January 20th