Trefis: Highlights Week Ending 11 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 44 top stories this week:

Consumer (14 articles)

Technology (11  articles)

Financial Services (6 articles)

Energy & Utilities (6 articles)

Basic Materials (4 articles)

• Alcoa, 2 articles (1, 3)

Industrials & Transportation (2 articles)

Media & Telecom (2 articles)

Health Care (1 article)

All 44 investment stories this week are listed below.

Consumer

1. Costco’s Magnificent March on April 11st
2. Wal-Mart Strikes A Deal With Wild Oats To Sell Cheaper Organic Foods on April 11st
3. Rite Aid’s Q4’14 Earnings: Wellness Stores Drive Growth on April 11st
4. Diet Soda Slump To Lower Coca-Cola’s Volumes; Still Beverages Could Offset This Decline on April 11st
5. Bed Bath & Beyond Falls On Weak Results But Looks Good For The Long Run on April 10th
6. Key Trends In The Commercial Vehicle Market Impacting Tata’s Domestic Volumes on April 10th
7. What’s Driving Altria’s Wine Sales? on April 10th
8. What Is Ann Doing To Improve Its EBITDA Margins? on April 9th
9. Can Mexico And Brazil Aid Guess’s Ailing Mainline Business? on April 9th
10. China To Remain A Challenge For Global Beauty Players on April 9th
11. Gap Inc Reports Disappointing February Sales Results; March Might Be Better on April 8th
12. Rite Aid To Retain Its Growth Momentum In Q4’14 on April 8th
13. Where Will Urban Outfitters’ Expansion Come From? on April 7th
14. Walgreen Sustains Its Growth Momentum In March on April 7th

Technology

1. Yahoo Earnings Preview: Focus On Mobile And Video Content on April 11st
2. Why Facebook Wants To Separate Messaging From Its Mobile App on April 11st
3. Intel’s Earnings Preview: Focus On New Markets To Drive Growth on April 10th
4. Salesforce Continues To Target Revenue Growth With “New Industries Strategy” on April 9th
5. Why We Are Positive On eBay on April 9th
6. Apple Looks To Integrate Display Chip Design; Puts Overseas Cash To Work on April 9th
7. Google’s Mobile Division To Fuel Revenue Growth In 2014 And Beyond on April 8th
8. Can VeriSign Move Higher In 2014? on April 8th
9. Competitive Landscape Of The U.S. Online Travel Market Is Transforming on April 7th
10. How LinkedIn Can Reach 500 Million Unique Monthly Visitors? on April 7th
11. Amazon Launches Fire TV As It Pushes Sales Of Digital Content on April 7th

Financial Services

1. Did Debt Market Improvement In Q4 Help Origination Fees At Banks? on April 11st
2. Banks Pocket Healthy Underwriting Fees As Global Equity Market Remains Upbeat on April 11st
3. Advisory Fees Likely To Take A Hit As Global M&A Activity Falls In Q1 2014 on April 10th
4. How Does GDV Affect MasterCard’s Volume Based Business? on April 10th
5. Steep Leverage Ratio Requirements Will Force Banks To Rethink Their Capital Plans on April 9th
6. Vanguard Trumps BlackRock, State Street To Record Highest ETF Inflows In Q1 on April 7th

Energy & Utilities

1. Chevron Expects First Quarter Earnings To Decline On Lower Production, Thinner Margins on April 10th
2. Baker Hughes Focuses On Reservoir Productivity With Perfomix Acquisition on April 9th
3. BP’s Closure Of Australian Refinery To Improve Its Downstream Profitability on April 9th
4. What Is Driving Growth For First Solar? on April 7th

Basic Materials

1. Alcoa Reports Lower Revenues On Aluminum Prices, Net Loss On Restructuring Charges on April 11st
2. An Overview of Cliffs’ North American Iron Ore Business on April 11st
3. Alcoa Earnings Preview: Low Aluminum Prices Will Weigh On Results on April 8th
4. Freeport McMoran’s Proposed Indonesian Smelter May Not Be Ready By 2017 on April 7th

Industrials & Transportation

1. Harsh Winter Weather May Impact CSX’s Earnings on April 10th
2. Corning Looks To Expand Offering For Touch Based Flexible Display Market on April 9th

Media & Telecom

1. Comcast To Add Fast & Furious Attraction At The Universal Studios Hollywood on April 11st
2. Disney’s Captain America Rules The Box Office With Best April Opening Of All Time on April 8th

Health Care

1. Roche’s Competitive Advantage on April 10th