Trefis: Highlights Week Ending 04 April 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 65 top stories this week:

Consumer (21 articles)

• Tata Motors, 4 articles (1, 6, 11, 12)
• Coach, 2 articles (5, 9)

Technology (14 articles)

• Micron, 2 articles (1, 14)

Financial Services (10 articles)

Energy & Utilities (7 articles)

• Anadarko, 2 articles (1, 7)

Basic Materials (6 articles)

Media & Telecom (4 articles)

Industrials & Transportation (2 articles)

Health Care (1 article)

All 65 investment stories this week are listed below.

Consumer

1. Key Trends Impacting Our Forecasts For Tata’s Domestic Volumes on April 4th
2. Aeropostale May be Headed Towards A Turnaround With The Rightsizing Of Its Domestic Store Fleet on April 4th
3. Here’s Why We Believe That Costco Is Fairly Valued At $121 on April 4th
4. Relentless Weather And Housing Recovery Slowdown Can Freeze Bed Bath & Beyond’s Q4 Results on April 3rd
5. Coach: Divided Against Itself? on April 3rd
6. Why Jaguar Sales Could Balloon By The End Of The Decade (Part 2) on April 3rd
7. Higher Passenger Traffic From Asia-Pacific Should Bolster Estée Lauder Travel Retail Sales on April 2nd
8. Challenges Wal-Mart Faces In Mexico And China on April 2nd
9. Here’s How Coach Can Regain Its Market Share on April 2nd
10. Coca-Cola’s Brand Building Initiatives Could Shoulder Sluggish CSD Sales on April 2nd
11. Why Jaguar Sales Could Balloon By The End Of The Decade (Part 1) on April 2nd
12. Tata Motors New Coverage: Price Estimate at $33.11 on April 2nd
13. International Markets and Merchandise Innovation Key For Ralph Lauren on April 1st
14. Why Daimler’s Stock Has Been Cruising Lately on April 1st
15. Dr. Pepper Might Also Look To Enter The At-Home Carbonation Market on April 1st
16. Can Dunkin’ Brands Revive The Baskin-Robbins Brand? on April 1st
17. Lear’s EPMS Segment Could Grow Faster Than Our Current Estimates on March 31st
18. Harley-Davidson’s European Fate Could Turn Around This Year on March 31st
19. Gap Inc: Old Navy’s New Asian Expansion Story on March 31st
20. Cadillac Holds Significant Long-Term Potential For GM on March 31st
21. Toyota Looks Strong Despite The $1.2 Billion Settlement Payment on March 31st

Technology

1. Strong Market Dynamics Fuel Micron’s Growth In Q2’14 on April 4th
2. Samsung’s New SmartWatch Lineup An Interesting Experiment, Not Much More on April 3rd
3. NoSQL Databases: Oracle’s Big Opportunity on April 3rd
4. F5 Is Worth $108: Factors That Will Drive Growth on April 2nd
5. Factors Responsible For TI’s Stock Price Increase; Possible Scenarios For A 20% Upside To Our Valuation on April 2nd
6. What You Need To Know As Twitter’s Euphoria Subsides on April 1st
7. Is Pandora’s Price Hike Meaningful? on April 1st
8. Estimating Kindle E-Book Sales For Amazon on April 1st
9. Here’s Why Cree’s Still Worth $63 on March 31st
10. Growth in Payroll And HR Services Boost Paychex’s Earnings on March 31st
11. AOL Intensifies It Programmatic Effort With The Launch of ONE Platform on March 31st
12. Why North America Is The Biggest Segment For Groupon? on March 31st
13. Western Digital Launches High-Capacity Thunderbolt-Powered Portable Drives For Mac Users on March 31st
14. Micron To Benefit From Improving Memory Market Dynamics on March 31st

Financial Services

1. NASDAQ OMX Gets Approval For European Clearing House on April 4th
2. Morgan Stanley Hikes Dividends After Five Years; Will Return $1.8 Billion To Investors on April 4th
3. State Street Rewards Investors With $2.2 Billion Capital Plan on April 3rd
4. Capital One’s $2.5 Billion Share Repurchase Plan Welcome News For Investors on April 3rd
5. BNY Mellon’s Plan To Return $2.5 Billion To Shareholders on April 2nd
6. U.S. Bancorp To Hike Dividends 6.5%, Buy Back $2.3 Billion Worth Of Shares on April 1st
7. Fed Approves Wells Fargo’s $24 Billion Capital Return Plan For 2014 on April 1st
8. CME To Gain From UK Court Ruling Against London Metal Exchange on March 31st
9. How Is Discover Financial’s Business Model Different From Visa’s? on March 31st
10. JPMorgan’s $6.5 Billion Share Repurchase Plan Complements 5% Dividend Hike on March 31st

Energy & Utilities

1. Anadarko Surges As It Puts Tronox Lawsuit Behind It on April 4th
2. A Look At Chesapeake’s Operations In The Marcellus Shale on April 4th
3. A Closer Look At Chevron’s Angola LNG Project on April 1st
4. A Look At ConocoPhillips’ Canadian Oil Sands Assets on April 1st
5. Costly Delays In Bringing Up Kashagan Weighing On Oil Companies’ Returns on March 31st
6. Anadarko Signs Supply Contracts With Asian Buyers, Defining Clearer Investment Plans For Mozambique LNG on March 31st
7. A Look At Duke Energy’s Renewable Assets on March 31st

Basic Materials

1. A Closer Look At Silver Wheaton’s Constancia And San Dimas Mines on April 4th
2. Is An Agreement Between Ontario Government And First Nations Good News For Cliffs Natural?on April 1st
3. Alcoa’s Curtailment Of Brazilian Smelting Capacity Will Reduce Revenues on April 1st
4. Status Of Freeport McMoran’s Indonesia Stand-Off on March 31st
5. Why U.S. Steel Is Seeking Import Duties On South Korean Steel on March 31st
6. Cheap U.S. Natural Gas Is Attracting Huge Investments From Chemical Companies on March 31st

Media & Telecom

1. Juniper Begins Restructuring, Aims To Save $160 Million In Operating Expenses on April 4th
2. How Are TBS And TNT Network Ratings Trending? on April 1st
3. BlackBerry’s Net Cash Balance Falls, But Margin Focus And BES 12 Look Promising on April 1st
4. How Price Increase Of Sirius Select Or XM Select Impacts Sirius XM’s Value on March 31st

Industrials & Transportation

1. Sikorsky Transforms Internal Structure To Aid Growth on April 2nd
2. “Reciprocal Switching” May Negatively Impact Railroads By Eating Into Revenues on April 1st

Health Care

1. Was Selling Ortho-Clinical Diagnostics A Right Move for Johnson & Johnson? on April 4th