Trefis: Highlights Week Ending 02 May 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 110 top stories this week:

Technology (31 articles)

• ADP, 2 articles (4, 30)
• Ctrip, 2 articles (6, 20)
• Shutterfly, 2 articles (1, 29)
• Yelp, 2 articles (9, 28)
  
• Western Digital, 2 articles (10, 25)
  

Consumer (30 articles)

• Abercrombie & Fitch, 2 articles (3, 10)
• Coach, 2 articles (12, 28)
  
• Daimler, 2 articles (15, 24)

Financial Services (11 articles)

• MetLife, 2 articles (1, 6)
  

Industrials & Transportation (11 articles)

Media & Telecom 9 articles)

• Time Warner, 3 articles (1, 5, 7)
• Sprint, 2 articles (2, 9)

Energy & Utilities (8 articles)

Basic Materials (6 articles)

Health Care (4 articles)

All 110 investment stories this week are listed below.

Technology

1. Fiscal 2014 Should Be A Weak Period For Shutterfly on May 2nd
2. TripAdvisor’s Growth Should Accelerate This Year As Meta-Display Grows In Scale on May 2nd
3. Here’s Why DRAM Prices Will Decline In The Future on May 2nd
4. Strong Growth In Employer And PEO Services Drive ADP’s Earnings on May 2nd
5. Samsung’s Profits Stagnate As Smartphone Saturation More Than Offsets Chipset Recovery on May 2nd
6. Is Ctrip Putting Its Cash To Good Use? on May 1st
7. Who Will Benefit From Travelzoo’s Hotel Booking Platform And How on May 1st
8. Applied Is Worth $17: Factors That Will Drive Growth In 2014 on May 1st
9. Yelp Earnings: Revenue Expansion Across Divisions Continues on May 1st
10. Consumer Electronics Lift Western Digital’s Earnings As Enterprise Storage Disappoints on May 1st
11. Twitter’s Stock Is Correcting From Its Outrageous Valuation on April 30th
12. AMD Launches New APUs To Spur Its Processors Demand on April 30th
13. eBay Enters 2014 With All Engines Firing on April 30th
14. Yahoo! Japan Earnings: Mobile Ads And e-Commerce Growth Power Revenues on April 30th
15. Expedia Earnings Preview: Room Nights Growth And Revenue Margins In Focus on April 30th
16. Nokia’s Networks Business Shrinks Amid Contract Exits; LTE Transition Key on April 30th
17. Seagate Posts Mixed Q3 Results Amid Stagnating Product Sales on April 30th
18. Here’s What To Expect From OpenTable’s Q1 Results on April 30th
19. VeriSign Q1FY14 Revenues Decelerate Sharply On Falling Renewal Rates on April 29th
20. Launch of Trefis Coverage on Ctrip: $47 Price Estimate on April 29th
21. Baidu’s Top-Line Accelerates On Strong Growth In Core Search Business on April 29th
22. Constant Contact Pre-Earnings: ARPU And Margin Expansion In Focus on April 29th
23. Pandora’s Business Grows But Stock Falls on April 29th
24. LinkedIn Earnings Preview: Growing Membership & Improvement On Mobile on April 29th
25. Western Digital Earnings Preview: Enterprise Storage, Consumer Electronics To Continue Growth on April 29th
26. Evaluating Electronic Arts: FIFA And Madden Will Be Key In Changing Landscape on April 29th
27. Amazon Falls on High Spending, But Topline Growth Remains Strong on April 28th
28. Yelp Earnings Preview: Growth In Local Ads Business In Focus on April 28th
29. Shutterfly Pre-Earnings: Revenue To Grow, Pressure On Bottom Line on April 28th
30. Improving Employment Scenario Will Help Drive ADP’s Earnings on April 28th
31. Nokia Earnings Preview: Cash Allocation And NSN Margins In Focus on April 28th

Consumer

1. Ann Inc: What’s Driving LOFT’s In-Store & Online Revenues? on May 2nd
2. With Struggles In The U.S., Aeropostale Might Want To Focus On These International Marketson May 2nd
3. How Can The U.K. And Germany Augment Abercrombie & Fitch’s European Business? on May 1st
4. McDonald’s Sales and Margins Continue On A Declining Trajectory on May 1st
5. Urban Outfitters Hires A New President To Revive Its Struggling Namesake Brand on May 1st
6. Tesla Expands Into China But Should Only Be A Small Player In The Luxury Segment on May 1st
7. Menu Optimization Drives Burger King’s First Quarter Figures Despite Severe Winter on May 1st
8. Can Target’s Canadian Operations Recover From The Initial Setback? on April 30th
9. Factors That Can Help Spur Best Buy’s Growth In The Future on April 30th
10. Abercrombie & Fitch Plans To Add 100 Stores In China Over The Next Decade on April 30th
11. Latin America Lifts Colgate-Palmolive’s Results, Eyes Further Expansion In Gross Margins on April 30th
12. Coach Earnings: North America Weakness Hides Gains Made In China, Men’s Business on April 30th
13. Estèe Lauder Earnings Preview: APAC Sales, Use Of Cash In Focus on April 30th
14. CVS To Retain Its Growth Momentum In Q1’14 on April 30th
15. Growth In Vehicle Volumes Boosts Daimler’s Q1 Results, Margins Lower Than Expected on April 30th
16. Kraft Earnings Preview: Pricing, Cost Pressures Could Mute Earnings Growth on April 30th
17. Gap Inc. Is Taking Significant Strides Towards Its Omni-Channel Platform on April 29th
18. Avon Pre-Earnings: North America, APAC Markets Should Put Pressure On Sales on April 29th
19. Wynn Resorts Q1 Earnings Preview: Watch Out For Macau Mass-Market Gaming Trends on April 29th
20. Starbucks Delivers Strong Figures Again: Sales and Margins Rise on April 29th
21. GM Earnings Review: Car Recall Related Expenses Hurt But Outlook Still Optimistic For GM on April 28th
22. Under Armour Earnings Review: Strong Growth In Apparel Drives Profitability on April 28th
23. Innovation And Productivity Improvements Drive Procter & Gamble’s Quarterly Results on April 28th
24. Daimler AG Earnings Preview: New Model Launches Boost Volumes, Margins To Improve on April 28th
25. Unilever’s Growth Held Back by Emerging Markets on April 28th
26. MGM Resorts Will See Higher Earnings Over Macau Growth And Its U.S. Hotel Operations on April 28th
27. Altria Posts Earnings Growth On Pricing Gains on April 28th
28. Coach Earnings Preview: Better Segmentation Of Products Should Improve Sales In North America on April 28th
29. Honda Earnings: A Weak Yen And Panic Purchases Double Honda’s Profitability on April 28th
30. Ford Earnings: Bad Weather And Currency Fluctuations Affect Profitability on April 28th

Financial Services

1. MetLife Earnings Hurt By FX Headwinds, Underwriting Results In The U.S. on May 2nd
2. A Look At AIG’s Property And Casualty Business on April 30th
3. A Look At Prudential’s International Operations on April 30th
4. CME Earnings Preview: Interest Rate Derivatives, Market Data In Focus on April 30th
5. Manulife Earnings Preview: Expansion In Asia And Recovery In Canada on April 30th
6. MetLife Earnings Preview: Focus On Asia-Pacific, U.S. on April 30th
7. Hartford Reports Strong Results, Underwriting Discipline Offsets Adverse Weather Conditions on April 29th
8. Deutsche Bank Reports Lukewarm Q1 Results As Trading Revenues Shrink on April 29th
9. BofA Forced To Suspend 2014 Capital Plan Due To Error In Ratio Calculations on April 29th
10. State Street Reports Lukewarm Q1 Results On Higher Employee-Related Expenses on April 28th
11. NASDAQ Posts Strong Quarter, Trading Volumes And Acquistions Drive Performance on April 28th

Industrials & Transportation

1. FedEx’s Canada Expansion Will Benefit From Growth in E-commerce on May 1st
2. Alaska’s Net Rises On Solid Demand Environment But Threat From Delta’s Seattle Expansion Persists on May 1st
3. Weather Impact And Substandard Revenue Performance Sink United’s Earnings on April 30th
4. Southwest’s Profits Rise On Lower Fuel Costs & Gains From Fleet Modernization on April 30th
5. Weather Impact Outweighs Gains From Capacity Expansion To Clip JetBlue’s Profit on April 30th
6. Johnson Controls’s Net Rises On Higher Global Automotive Production & Cost Cuts on April 29th
7. Corning’s Revenue Increases But Earnings Decline Due To Higher Expenses on April 29th
8. Caterpillar’s Net Rises As Cost Cuts & Construction Sales Growth Outweigh Mining Weaknesson April 29th
9. Higher Margins Driven By Cost Cuts Lift Lockheed’s Profits Despite Lower Sales on April 28th
10. Delta Shows Solid Operating Performance As Profits Rise Despite Weather-Related Disruptionson April 28th
11. Higher Commercial Airplane Deliveries Lift Boeing’s Net Despite Weaker Military Sales on April 28th

Media & Telecom

1. The Lego Movie And HBO Boosts Time Warner’s Q1 Earnings on May 1st
2. Sprint Loses Postpaid Market Share But Benefits From Network Efficiencies on May 1st
3. Media Networks Will Drive Viacom’s Q2 Earnings Higher on April 30th
4. China Mobile Continues To Lead In 3G, 4G Subscriber Adds on April 30th
5. Time Warner’s Earnings To Grow Over Turner Networks And Success Of The Lego Movie on April 29th
6. NYT Earnings: Revenues Grow Across All Divisions on April 28th
7. Time Warner Cable Earnings Jump 20% Over Broadband Growth on April 28th
8. China Telecom’s Q1 Profit Soars 18% On 3G, Broadband, Cost Savings on April 28th
9. Sprint Faces Subscriber Growth Concerns Amid Intense Competition on April 28th

Energy & Utilities

1. Alpha Natural Resources Earnings: Cost Improvements Encouraging Despite Met Coal Headwinds on May 2nd
2. Chevron’s First Quarter Earnings To Decline On Lower Production, Thinner Margins on April 30th
3. Trends Driving Transocean’s Ultra-Deepwater Business on April 30th
4. Alpha Natural Resources Q1 Preview: Thermal Coal In Focus on April 30th
5. The State Of The Chinese Solar Market on April 29th
6. Higher Gas Prices, Liquids Production From U.S. Onshore Assets To Boost ConocoPhilips’ Earnings on April 29th
7. Exxon’s Earnings To Receive A Boost From Higher Gas Prices, Better Mix on April 29th
8. BP Earnings Preview: Impact Of New Projects On Total Hydrocarbon Production In Focus on April 28th

Basic Materials

1. Higher Realized Prices Boost U.S. Steel’s Q1 Results on May 1st
2. Lower Iron Ore Prices Bring Down Vale’s Q1 Results on May 1st
3. Barrick Gold’s Q1 Results Suffer Due To Lower Gold Prices on May 1st
4. Lower Realized Gold And Copper Prices Negatively Impact Newmont’s Q1 Results on April 29th
5. Lower Iron Ore, Coal Prices And Shipments Bring Down Cliffs’ Q1 Results on April 29th
6. Dow’s Earnings Rise On Higher Margins on April 28th

Health Care

1. Merck Banks On R&D Pipeline And Immunology Drugs As Pricing Pressure Grows on May 2nd
2. Boston Scientific Reports Strong Q1 Sales On IC Turnaround, New Products on April 30th
3. New Studies Show Positive Data For Robotic Surgery, Can Intuitive Surgical Rebound? on April 29th
4. Drugs That Will Help Johnson & Johnson Grow By 5% In 2014 on April 29th