Trefis: Highlights Week Ending 21 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 54 top stories this week:

Technology (14 articles)

• Groupon, 2 articles (4, 14)
• Priceline, 2 articles (1, 12)
  
• Sina, 2 articles (6, 13)

Consumer (14 articles)

• Coca Cola, 2 articles (6, 13)
• Tesla, 2 articles (7, 9)

Media & Telecom (8 articles)

• DirectTV, 2 articles (1, 8)

Basic Materials (5 articles)

Industrials & Transportation (4 articles)

Financial Services (3 articles)

Energy & Utilities (3 articles)

Health Care (3 articles)

All 54 investment stories this week are listed below.

Technology

1. Broad-Based Growth Helps Priceline Post Solid Results on February 21st
2. HP Earnings: Revenue Beats Expectation As PC Demand Resurfaces on February 21st
3. SAP Price Estimate Revised To $95: Expanding Addressable Market Should Drive Growth on February 21st
4. Groupon Is Still Finding The Right Mix on February 21st
5. Weak Mobile Platform And Lowered Investments Have Negatively Impacted Travelzoo’s Search Business on February 21st
6. Sina Ties Up With Alipay To Offer Payment Services On Weibo on February 21st
7. Qualcomm’s Regulatory Troubles In China Cast A Shadow Over 4G Opportunity on February 21st
8. Reviewing Accenture’s Management Consulting Division on February 20th
9. Apple Television Could Be A $50 Billion Opportunity, May Not Drive Apple’s Value By Much on February 20th
10. Did Facebook Pay The Right Price For WhatsApp? on February 20th
11. VMware’s AirWatch Acquisition To Enhance Mobility In End-User Computing on February 20th
12. Priceline Will See Its Growth Accelerate In The Core U.S. Market on February 19th
13. A Strengthening Advertising Business Will Help Sina To Offset Declining MVAS Revenues on February 18th
14. Groupon Earnings Preview: To Benefit From Online Shopping Trend on February 18th

Consumer

1. Wal-Mart’s Results Disappoint But Long Term Prospects Still Look Good on February 21st
2. Harsh U.S. Winter May Dampen Home Depot’s Fourth Quarter Sales on February 21st
3. Competitively Priced Products Could Boost Guess’ North American Retail Business on February 20th
4. Is Rising Labor Cost In China Really Threatening For Ann? on February 20th
5. MGM Resorts’ Losses Shrink Over Macau Gambling Growth on February 20th
6. Coca-Cola Draws Growth From Still Beverages While Currency Translations Play Spoilsport on February 20th
7. Tesla’s Optimistic Guidance Cheers Market; Stock Up 12% on February 20th
8. Did Dismal Sales Growth Push American Eagle Outfitters’ CEO Towards Exit? on February 19th
9. Tesla Earnings Preview: Q4 Margins And Guidance Under Spotlight on February 19th
10. Coach’s Precarious Position In The Luxury Goods Market on February 19th
11. RadioShack’s Q4’13 Earnings Preview: No Significant Benefit From The Turnaround Strategy Yet on February 18th
12. Kraft Posts Modest Earnings Growth in 2013, Here’s What To Expect This Year on February 18th
13. Coca-Cola Earnings Preview: Powerade And Dasani Could Offset Decline In Colas on February 17th
14. Developing Markets And The Snacks Division Drive Growth For PepsiCo on February 17th

Media & Telecom

1. DirecTV Continues To Add Pay-TV Subscribers In The U.S. And Latin America on February 21st
2. Juniper Valued Fairly At $28 On Restructuring Plans And Capital Return Program on February 21st
3. For Time Warner Cable 2013 Was Yet Another Year Of Loss In Video And Gain In Broadband Subscribers on February 20th
4. How China Mobile Can Maintain Its Dominance With 4G on February 20th
5. Dish’s Q4 Earnings Preview: The H-Block Auction And Pay-TV Subscriber Trends In Focus on February 19th
6. BlackBerry Fairly Valued At $9 Given Renewed Enterprise Focus And OpEx Restructuring on February 18th
7. Why Has China Unicom Not Launched 4G Yet? on February 18th
8. DirecTV Q4 Earnings Preview: Watch Out For ARPU Trends In Latin America And Subscriber Growth In The U.S. on February 18th

Basic Materials

1. Alcoa’s Shutdown Of Australian Smelter Will Reduce Production Capacity And Revenues on February 19th
2. Low Gold And Copper Prices And Impairment Charges Will Hurt Newmont’s Profits on February 18th
3. Rio Tinto Reports Higher Profits On Lower Costs And Higher Volumes Despite Low Prices on February 18th
4. Higher Iron Ore Prices And Lower Costs Boost Cliff Natural’s Profits on February 18th
5. Barrick Gold’s Profits Suffer Due To Low Prices And Impairment Charges on February 18th

Industrials & Transportation

1. United Seeks To Cut Its Fuel Costs Through Installation Of New Winglets on February 21st
2. International Flying & Recent Slot Wins Will Drive Southwest’s Growth In 2014 on February 20th
3. Will Railroads’ Coal Woes End In 2014? on February 19th
4. Stricter Emission Standards and Growing Automobile Sales To Drive Corning’s Environmental Technologies Business on February 19th

Financial Services

1. U.S Bank Quarterly Interest Margins Improve For The First Time In Three Years on February 21st
2. AIG Maintains Growth Across All Lines To Beat Expectations on February 18th
3. Barclays Steps Up Cost-Cutting Measures After Poor Q4 Showing on February 18th

Energy & Utilities

1. Anadarko Revised To $85 As Tronox Liabilities Weigh On A Strong Operational Outlook on February 19th
2. Favorable Weather, Better Costs Aid Duke’s Results on February 19th
3. Why Duke Energy Plans To Sell Its Midwest Generation Business on February 18th

Health Care

1. Oncology, Streamlined R&D Will Help Pfizer Going Forward on February 19th
2. Medtronic Reports Balanced Growth Across Divisions While Profit Marginally Falls on February 19th
3. The Way Forward As Merck Continues To Face Pricing And Competitive Pressure on February 18th