Trefis: Highlights Week Ending 07 March 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 39 top stories this week:

Consumer (14 articles)

• Costco, 2 articles (2, 10)
• Revlon, 2 articles (4, 11)
  

Technology (8 articles)

Energy & Utilities (5 articles)

• Trina Solar, 3 articles (1, 2, 5)

Industrials & Transportation (5 articles)

Media & Telecom (5 articles)

Financial Services (2 articles)

All 39 investment stories this week are listed below.

Consumer

1. A Look At Avon’s Plans To Turnaround Its Ailing North American Division on March 7th
2. Costco’s Profits Fall But Its Future Still Looks Bright on March 7th
3. American Eagle Outfitters’ Earnings Preview: Weak Holiday Sales And Low Brand Loyalty Will Impact The Results on March 6th
4. Colomer Acquisition Should Offset Declining Organic Revenues For Revlon on March 6th
5. RadioShack Posts Eighth Consecutive Quarterly Loss, Announces Closure Of 1,100 Storeson March 6th
6. Harley-Davidson Rolls Out Its Lightweight And Three-Wheeled Motorcycles In Japan on March 5th
7. P&G Lowers Sales And Profit Guidance On Currency Translation Woes on March 5th
8. Best Buy’s Sales Suffer Due To Weak Holiday Season And Bad Weather on March 4th
9. Factors Underlying Our $68 Valuation of Nike on March 4th
10. Costco’s Steady Growth To Continue In Q2 Fiscal 2014 on March 4th
11. Revlon’s Q4 Earnings: What We’re Watching on March 3rd
12. Nike Faces Tough Competition In Europe and China on March 3rd
13. Factors Underlying our $74 Valuation of Under Armour (Part 2) on March 3rd
14. Mexico’s Water Solution Could Be A Problem For Dr. Pepper Snapple on March 3rd

Technology

1. Zynga Perks Up Investor Sentiment, But Needs To Tackle Mobile on March 6th
2. Qualcomm Should Tread Carefully With Capital Plans Amid Smartphone Saturation, China Troubles on March 6th
3. IT System Up-grades In Asia-Pacific Region Should Boost Revenue Share For SAP In 2014on March 4th
4. Seagate’s Surveillance Drives Could Provide Near-Term Benefit on March 4th
5. Why eBay Raised Its Stake In India’s Snapdeal? on March 4th
6. NetApp To Offer Integrated Storage Array And Virtualization Software on March 3rd
7. Estimating Growth Of LinkedIn’s Talent Solutions Business on March 3rd
8. TripAdvisor’s Meta-Display Platform Approaches Revenue Neutrality on March 3rd

Energy & Utilities

1. Trina Solar Revised To $18 On Higher Shipments And Project Guidance on March 7th
2. Trina Solar Has Good Q4 On Shipment Growth, Issues Strong 2014 Guidance on March 5th
3. Here’s Why ConocoPhillips’ Margin Expansion Might Continue on March 4th
4. Transocean Price Estimate Revised To $45 On Industry Overcapacity Concerns on March 4th
5. Trina Solar Q4 Preview: Expect Another Good Quarter On Shipment Growth, Stabilizing Prices on March 3rd

Industrials & Transportation

1. Why Apple’s Adoption Of Sapphire May Not Have Much Impact On Corning on March 7th
2. UPS To Benefit From Fleet Running On Alternative Fuel on March 6th
3. New Entrants Pose A Challenge To Boeing’s Share Of The Global Commercial Airplane Market on March 6th
4. Delta Targets Premium Fliers With Change In Its Mileage Earning Structure on March 6th
5. Here Is Why We Think 3M Is Worth $140 on March 5th

Media & Telecom

1. Pursuing T-Mobile Could Be Risky For Sprint Given Regulatory And Operating Risks on March 6th
2. Disney And Dish Ink First Of Its Kind Programming Deal; Dish To Disable AutoHop Featureon March 5th
3. Dish Network Sweeps H-Block Spectrum Auction For $1.56 Billion on March 4th
4. China Mobile Looks To Target WeChat With A New Integrated Communication Service on March 4th
5. China Unicom’s Profit Soars 47% On 3G And Broadband on March 3rd

Financial Services

1. How Has Visa Achieved Double Digit Growth And Is It Sustainable? on March 6th
2. Which Way Is The Mortgage Market Headed In 2014? on March 5th