Trefis: Highlights Week Ending 14 February 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:

Consumer (20 articles)

• CVS, 2 articles (6, 17)
• Dr. Pepper, 2 articles (4, 20)
  

Technology (14 articles)

• Applied Materials, 2 articles (3, 14)
• Nvidia, 2 articles (4, 13)

Financial Services (8 articles)

• Intercontinental Exchange, 2 articles (3, 8)
• Manulife, 2 articles (1, 5)
• MetLife, 2 articles (2, 6)
  

Media & Telecom (8 articles)

• CBS, 2 articles (3, 7)
• Cisco, 2 articles (1, 6)
• Sprint, 2 articles (4, 8)
  

Energy & Utilities (6 articles)

• Sunpower, 2 articles (3, 5)
  

Basic Materials (5 articles)

• Barrick Gold, 2 articles (1, 5)

Industrials & Transportation (4 articles)

Health Care (2 articles)

All 67 investment stories this week are listed below.

Consumer

1. Wal-Mart’s Results Will Be Impacted By Traffic Decline, Reduction In SNAP Benefits and New Discrete Items on February 14th
2. Fundamentals Deteriorate Further As Representative Count And Unit Volumes Slide Down For Avon on February 14th
3. Shift To Thicker Margin Products Should Drive Top Line For L’Oréal on February 13rd
4. Dr. Pepper Earnings Review: Sugary Drinks Continue To Decline In The Domestic Market on February 13rd
5. Urban Outfitters’ Earnings Preview: Strong Holiday Growth Will Help Q4 Results on February 12nd
6. CVS Reports A Strong Q4’13 Backed By Growth In Retail Pharmacy & Services on February 12nd
7. Kraft Earnings Preview: Modest Revenue Growth, Thicker Margins Expected on February 12nd
8. Jones Group’s Earnings: Continued Struggle in Q4 Justifies Acquisition on February 12nd
9. Three Factors That Will Bring Bed Bath & Beyond’s Customers Back on February 11st
10. Abercrombie & Fitch Hires First Insight Inc To Improve Its Product Portfolio on February 11st
11. Coca-Cola Buys Stake In Green Mountain Coffee Roasters on February 11st
12. Philip Morris International Ends A Challenging Year With No Clear Signs Of Turnaround on February 11st
13. PepsiCo Earnings Preview: Snacks Could Offset Decline In Beverage Sales on February 11st
14. Resurgent Indian Motorcycles Could Hurt Domestic Sales Of Harley-Davidson on February 10th
15. Daimler AG Margins Boosted By New Models; Management Targets Further Improvement on February 10th
16. Strong Growth In Wholesale Boosts Ralph Lauren’s Revenues; Outlook For Q4 Positive on February 10th
17. CVS’ Earnings Preview: Generic Substitution & Specialty Drugs In Focus on February 10th
18. Green Mountain Sales Slow Down But Earnings Overshadowed By Coca-Cola Stake Acquisition on February 10th
19. Dunkin’ Donuts Reports Solid Results; Expansion On Track on February 10th
20. Flat Growth Of TEN Lineup And Health Battles In Mexico Could Hamper Dr. Pepper’s Growthon February 10th

Technology

1. Baidu’s Stock Resurges After Being Hurt By SEC Ban On Chinese Units Of Accounting Firmson February 14th
2. TripAdvisor Posts Strong Growth As Meta-Display Headwinds Dissipate on February 13rd
3. Uptick In Semiconductor Investments Drive Applied’s Growth In Q1 2014 on February 13rd
4. PC Gaming, HPC & Tegra Drive Nvidia’s Growth In Q4’14 on February 13rd
5. Nokia’s Licensing Deal With HTC Confirms Long-Term Patent Potential on February 11st
6. Softer Ratings And A Muted Quarter At The Movie Division Weighs Over Fox’s Earnings on February 11st
7. Monster Jumps On Q4 Earnings, Is There Hope For The Company? on February 11st
8. Long Term Prospects Remain Bright For VeriSign Despite Low Short Term Visibility on February 11st
9. Premium Product Offerings, Cross-Sell Activities To Drive Top Line Growth For Shutterfly on February 11st
10. NetApp Earnings Preview: Software And All-Flash Array Key To Drive Growth on February 11st
11. LinkedIn’s Stock Inching Towards Its True Value As Growth Slows on February 10th
12. AOL Earnings: Programmatic Buying Boosts Revenues To Decade-High Levels on February 10th
13. Nvidia’s Earnings Preview: PC Gaming & Tegra Processors To Drive Growth on February 10th
14. Applied’s Growth Momentum To Re-accelerate in 2014 on February 10th

Financial Services

1. Strong Wealth Management Performance Helps Manulife’s Fourth Quarter Results on February 14th
2. MetLife Gains Despite FX Headwinds In Asia And Latin America on February 13rd
3. IntercontinentalExchange Earnings: Derivatives Trading Volumes and Margins Improve on February 13rd
4. AIG Earnings Preview: Margin Expansion In The U.S. Might Be Offset By Currency Fluctuations on February 12nd
5. Manulife Earnings Preview: Focus On Wealth Product Sales And FX Fluctuations on February 12nd
6. MetLife Earnings Preview: U.S. Retail Growth To Continue But FX Might Hurt International Results on February 12nd
7. Credit Suisse Holds Promise Despite Lukewarm Q4 Results on February 11st
8. IntercontinentalExchange Earnings Preview: Derivatives Trading And Technology In Focuson February 10th

Media & Telecom

1. Cisco Faces Near-Term Concerns From Emerging Markets and Product Transitions But Margin Focus Is Encouraging on February 14th
2. What Does Time Warner Cable’s Merger With Comcast Mean For The Industry? on February 13rd
3. CBS’ Earnings Jump 22% Over NFL And Solid Primetime Shows on February 13rd
4. Sprint’s Strong Q4 Mitigate Concerns About Rising Competition, Stock Fairly Valued on February 12nd
5. China Telecom Set To Enter 4G Telecom Market With A Hybrid LTE Network on February 12nd
6. Cisco Earnings Preview: Emerging Market Slowdown, Product Transitions In Focus on February 11st
7. Advertising Revenues Will Drive CBS’ Q4 Earnings on February 10th
8. Sprint Q4 Earnings Preview: Postpaid Net Adds, Margins and T-Mobile Competition In Focuson February 10th

Energy & Utilities

1. Duke Energy Q4 Preview: Colder Weather, Rate Increases Should Power Results on February 14th
2. Alpha Natural Earnings: Sluggish Met Coal Market Continues To Impact Results on February 13rd
3. SunPower Earnings: Factors That Drove The Distributed Solar Business on February 13rd
4. Alpha Natural Resources Q4 Preview: Production Costs, Volumes In Focus on February 11st
5. SunPower Q4: Focus On The Distributed Solar Business on February 11st
6. Chevron Revised To $120 On Slower Production Growth, Thinner Margins on February 10th

Basic Materials

1. Low Gold Prices And Impairments Will Impact Barrick Gold’s Profits on February 11st
2. Higher Iron Ore Prices Will Boost Cliffs’ Year-Over-Year Quarterly Revenues And Profits on February 11st
3. Lower Iron Ore Prices Will Reduce Rio’s Year-Over-Year Revenues And Profits on February 11st
4. Higher Shipments And Prices Of Steel And Iron Ore Boost ArcelorMittal’s Quarterly Revenueson February 10th
5. Barrick Gold Divests Interest In Nevada Mine To Optimize Portfolio on February 10th

Industrials & Transportation

1. Aerospace Will Continue To Lift United Technologies’s Results In 2014 on February 14th
2. Mining Sector Trends Pointing Towards A Recovery Are Good News For Caterpillar on February 12nd
3. Asia-Pacific Will Be The Largest Market For Boeing’s Commercial Airplanes on February 12nd
4. Factors Impacting CSX’s Operating Ratio on February 10th

Health Care

1. Medtronic Earnings Preview: Moderate Sales Growth To Continue, Margins Likely To Remain Stable on February 14th
2. Boston Scientific: Products To Watch In 2014 on February 10th