Trefis: Highlights Week Ending 28 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 76 top stories this week:

Consumer (26 articles)

• Abercrombie & Fitch, 2 articles (8, 21)
• Gap, 2 articles (2, 23)
  
• Target, 2 articles (9, 22)

Energy & Utilities (13 articles)

• Chesapeake, 2 articles (7, 11)
• First Solar, 2 articles (6, 13)
  
• Trans Ocean, 2 articles (8, 12)

Technology (12 articles)

• Baidu, 2 articles (1, 11)
• Salesforce, 2 articles (2, 6)
  

Media & Telecom (8 articles)

• Comcast, 2 articles (3, 7)
• Netflix, 2 articles (3, 7)
  

Financial Services (6 articles)

Industrials & Transportation (5 articles)

Basic Materials (3 articles)

• Vale, 2 articles (1, 2)

Health Care (3 articles)

• Medtronic, 2 articles (1, 2)

All 76 investment stories this week are listed below.

Consumer

1. Can GameStop Survive In The New Era Of Gaming? on February 28th
2. Gap Inc’s Sustained Growth Indicates A Better Future on February 28th
3. Factors Underlying Our $74 Valuation Of Under Armour (Part 1) on February 28th
4. Retail Segment To Drive Polo Ralph Lauren on February 28th
5. Taco Bell And Starbucks Challenge McDonald’s Morning Dominance With New Breakfast Menus on February 28th
6. Booming Luxury Car Market Boosts Lear’s Revenue Per Vehicle on February 28th
7. American Eagle Outfitters’ Omni Channel Initiatives Should Help It Remain Competitive on February 27th
8. Abercrombie & Fitch’s Shares Rise On Better-Than-Expected Profits And Guidance on February 27th
9. Bleak Holiday Season, Data Breach And Canadian Losses Dampen Target’s Q4 Results, But Outlook Is Better on February 27th
10. What’s Driving Our $39 Price Estimate For Hillshire Brands? on February 27th
11. Lowe’s Mitigates Impact Of Harsh U.S. Winter, Strong Spring Sales Expected on February 27th
12. Alternate Breakfast Options Eat Into Sales Of PepsiCo’s Quaker Foods on February 27th
13. Why Macau Will Drive MGM’s Future Growth? on February 27th
14. Coach Needs A Bigger Moat on February 27th
15. Las Vegas Sands Is Willing To Bet $10 Billion On Japan on February 27th
16. Altria Making Fast Moves In The Burgeoning E-Cigarettes Market on February 27th
17. Wal-Mart To Invest More In Mexico This Year, But Its Expansion Will Be Slow on February 26th
18. TCG Acquisition Should Lend Support To Faster Revenue And Margin Expansion For Revlonon February 26th
19. Harsh U.S. Winter Dampens Home Depot’s Revenues, Strong Spring Sales Expected on February 26th
20. Dr. Pepper Backs Its Diet Plans To Regain Shape In The Domestic Market on February 26th
21. Abercrombie & Fitch Earnings Preview: Revenue Decline Likely To Slow Down on February 25th
22. Target’s Results Will Be Weighed Down By Traffic Decline, Small Online Channel And Data Breach on February 25th
23. Gap Inc Earnings Preview: Positive Growth To Continue Despite The Industry Slump on February 24th
24. Dismal Holiday Sales To Pull Down Best Buy’s Q4’14 Earnings on February 24th
25. Unusually Cold Winter May Play Spoilsport For Lowe’s Earnings Results on February 24th
26. The Coke Bull Story: Why Soda Sales For The Company Could Improve on February 24th

Energy & Utilities

1. Key Trends Impacting Global Refining Margins on February 28th
2. Key Factors Driving The Global Demand For Petroleum Fuels on February 28th
3. Higher Stage Counts Will Influence Baker Hughes’ Pumping Business, New Capacity Could Keep Pricing Sluggish on February 28th
4. Yingli Green Energy Earnings Preview:Watching Downstream Progress, Manufacturing Costs on February 28th
5. Anadarko To Focus On U.S. Operations & Tronox Lawsuit With Proceeds From Stake Sale In China on February 27th
6. First Solar Posts Disappointing Q4 Earnings On Lower Power Plant Sales on February 27th
7. Chesapeake’s Q4 Earnings Hit By Lower Price Realizations And Volumes on February 27th
8. Transocean’s Earnings Fall On Lower Ultra-Deepwater Rig Utilization on February 27th
9. BP’s Operational Outlook Improving With New Project Start-Ups on February 26th
10. How KMP’s CO2 Supply And Transportation Business Could Drive Growth on February 25th
11. Chesapeake Energy Preview: Eagle Ford Oil Production Decline, Better Gas Prices Will Influence Results on February 25th
12. Transocean Preview: Margins In Focus As Utilizations Expected To Remain Strong on February 25th
13. First Solar Preview: Manufacturing Costs, Project Order Book In The Spotlight on February 24th

Technology

1. Improving Mobile Monetization And Diversification Away From Search Drives Baidu’s Strong Results on February 28th
2. Steep Net Income Decline Despite Tax Benefit Underlies Salesforce’s Lopsided Growth Strategy on February 28th
3. Samsung’s Lack Of Innovation In Galaxy S5 Points To A Saturated Market on February 28th
4. Paychex: HR Outsourcing Division In Focus on February 27th
5. How Big Can ThisLife Be For Shutterfly? on February 26th
6. Salesforce Pre-Earnings: Focus On Salesforce1 Platform, Operating Margins on February 26th
7. Weibo Lifts Sina’s Results In Yet Another Quarter on February 26th
8. What To Expect From Oracle In 2014? on February 26th
9. Nokia Rightly Chooses Partnering Over Merging With Juniper For U.S. Push on February 26th
10. LinkedIn Can Add 10%-15% Value With Strong China Expansion on February 25th
11. Baidu’s Investors Need Not Be Alarmed By Delay In Reporting Of Fiscal Year Results on February 25th
12. Big Data And Data Center Growth Should Expand Symantec’s Information Management Revenues on February 24th

Media & Telecom

1. New BlackBerry Smartphones Signal Shift In Focus To Enterprise Services And BBM on February 27th
2. Cisco’s $8 Billion Debt Sale Bolsters U.S. Cash While Adding Value Through Share Buybacks on February 26th
3. Why Did Netflix Decide To Pay Comcast? on February 26th
4. Disney Raises Ticket Prices Again For Its Theme Parks on February 25th
5. AT&T Looks To Mitigate Impact Of Saturated Wireless Market With SDN Adoption on February 25th
6. Stagnating 3G Subscriber Additions A Concern For China Telecom on February 25th
7. Comcast-Netflix Deal Plants A Flag In The Sand Of Net Neutrality on February 24th
8. Dish Network Profits Surge 37% Over Higher ARPU And Subscriber Additions on February 24th

Financial Services

1. Understanding Deposit Growth At The Country’s Largest Banks on February 28th
2. Are The Fed’s Guidelines For Foreign Banks Discriminatory? on February 27th
3. SMX Acquisition Provides Growth Opportunity For IntercontinentalExchange on February 27th
4. Credit Suisse Under Fire From Senate For Aiding Tax Evaders on February 27th
5. Loan Volume At Largest U.S. Banks Remains Healthy on February 26th
6. MetLife Exits The U.K. Annuity Market on February 24th

Industrials & Transportation

1. Southwest’s Fleet Initiatives Are Helping Preserve Its Low-Cost Advantage on February 28th
2. GE Commits Additional $10 Billion To Clean Technology Development on February 28th
3. UTC Will Strengthen Its Competitive Position As It Executes Formation Of Its Umbrella Commercial Unit on February 27th
4. Corning’s Price Estimate Revised To $18.88 on February 27th
5. Boeing’s Huge Commercial Airplanes Backlog Will Feed Its Growth In The Coming Years on February 26th

Basic Materials

1. Vale Reports Heavy Net Loss On Tax Dispute Settlement, Iron Ore Production To Rise on February 28th
2. Iron Ore Prices Will Boost Vale’s Underlying Earnings But Tax Dispute Settlement Will Result In Net Loss on February 25th
3. Newmont’s Revenues Fall Due To Lower Realized Gold And Copper Prices on February 25th

Health Care

1. Medtronic’s Setback In Renal Denervation Could Be An Opportunity For Boston Scientific on February 27th
2. New Products And Global Expansion To Drive Medtronic’s CRDM Sales on February 27th
3. Health Insurance Stocks Gain As Humana Says Government Cuts Won’t Be As Bad As Feared on February 25th