Trefis: Highlights Week Ending 16 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 57 top stories this week:

Technology (17 articles)

• Applied Materials, 2 articles (2, 17)

Consumer (14 articles)

• Pepsico, 2 articles (5, 7)
  
• Wal-Mart, 2 articles (1, 12)
• Urban Outfitters, 2 articles (2, 9)
  

Media & Telecom 10 articles)

• Dish, 2 articles (3, 9)

Financial Services (6 articles)

Industrials & Transportation (4 articles)

Basic Materials (3 articles)

Health Care (2 articles)

• Medtronic, 2 articles (1, 2)
  

Energy & Utilities (1 article)

All 57 investment stories this week are listed below.

Technology

1. Partnering With Travelocity Has Juiced-up Expedia’s Operations, But Will Expedia Acquire It? on May 16th
2. Higher Semiconductor & Display Spending Drives Applied’s Growth In Q2’14 on May 16th
3. Salesforce Pre-Earnings: Expect Top Line Acceleration, Margin Contraction on May 16th
4. How AMD’s Market Share Can Rise To 30% After The MacPro Deal on May 15th
5. Lexmark Set To Acquire Swedish Company ReadSoft on May 15th
6. Factors Responsible For Our $95 SAP Price Estimate on May 15th
7. Increased Focus On Security Solutions To Drive F5′s Growth on May 15th
8. For eBay, ‘Collections’ And ‘Local’ Strategy Are Important on May 15th
9. Why OpenTable’s 7% Decline Was Unwarranted on May 15th
10. Here’s Why TI’s Gross Margin Will Improve In The Future on May 14th
11. Oracle Could Expand Cloud Footprint Through ‘Customer 2 Cloud’ Program on May 14th
12. Microsoft’s Office For iPad Gains Traction on May 14th
13. Mobile Device, Automotive & Gaming Are Key Growth Drivers For Nvidia’s Tegra Processors on May 13rd
14. Broad-Based Growth Helps Priceline Post Another Set Of Strong Quarterly Numbers on May 13rd
15. Reviewing Adobe’s Digital Marketing Offering on May 12nd
16. Expense Management Compensates Weak Revenue Showing From Symantec In FY14 on May 12nd
17. Applied’s Earnings Preview: Factors That Will Drive Growth In Q2’14 on May 12nd

Consumer

1. Wal-Mart Needs To Enhance Its Focus On Small Stores In Wake Of Tepid Q1 Results on May 16th
2. Urban Outfitters’ Earnings Preview: Improved Consumer Spending, Strong Anthropologie & Free People Brands Will Drive Growth on May 16th
3. Home Depot Earnings Preview: Low Housing Activity Could Slow Sales This Quarter on May 16th
4. Coca-Cola-Keurig Green Mountain Deal: A Win-Win Situation For Both on May 16th
5. Obstacles That Could Deter Growth For PepsiCo’s Snacks Division (Part 2) on May 15th
6. 3 Key Trends Impacting Our $61 Price Estimate for Kraft Foods Group on May 15th
7. Obstacles That Could Deter Growth For PepsiCo’s Snacks Division (Part 1) on May 14th
8. Hillshire Brands To Broaden Its Product Portfolio Through Pinnacle Acquisition on May 14th
9. What’s The Outlook For Urban Outfitters In Its Biggest European Markets? on May 13rd
10. Costco’s Growth Beats Estimates Second Month In A Row on May 13rd
11. Toyota Motors Earnings Review: Strong Sales In Japan, Weak Yen Propel Toyota To Profitability But Outlook Cautious on May 13rd
12. Economic Recovery In The U.S. And Mexico Can Bolster Wal-Mart’s First Quarter Results on May 12nd
13. Ralph Lauren Earnings Review: Better-Than-Expected Wholesale Performance Drives Ralph Lauren’s Top Line Growth on May 12nd
14. China And India Crucial For Land Rover Growth on May 12nd

Media & Telecom

1. Cisco Continues To Face Top Line Challenges But Upbeat Order Growth Bodes Well on May 16th
2. AT&T’s Rumored Acquisition Of DirecTV Would Be Beneficial Despite Regulatory Concerns on May 15th
3. Dish Network Price Estimate Revised To $64 On Spectrum Valuation on May 14th
4. The Impact Of Netflix’s Price Rise on May 14th
5. Currency Fluctuation And Weakness In Print Advertising Weighs Over News Corporation’s Q3 Fiscal 2014 Earnings on May 13rd
6. Chinese Carriers To Team Up Again, This Time In Mobile Gaming on May 13rd
7. Cisco Earnings Preview: Another Challenging Quarter Due To Product Transitions, Emerging Market Weakness on May 12nd
8. CBS Earnings Grow 7% Due To Higher Non-Advertising Income on May 12nd
9. Dish Adds 40,000 Pay-TV Subscribers In The First Quarter on May 12nd
10. Network JV Could Be A Shot In The Arm For China Unicom’s 4G Aspirations on May 12nd

Financial Services

1. BlackRock Integrates Rates Trading Into Existing Aladdin Platform on May 16th
2. Q1 2014 U.S. Investment Banking Round-Up: Equity Underwriting on May 15th
3. A Look At Barclays’ Revamped Strategy And Its Impact On The Bank’s Shares on May 14th
4. Q1 2014 U.S. Investment Bank Round-Up: Advisory Services on May 14th
5. Q1 2014 U.S. Investment Bank Round-Up: Debt Origination on May 14th
6. IntercontinentalExchange Earnings: Top Line Growth, Improved Margins Despite Pressure On Volumes on May 12nd

Industrials & Transportation

1. Boeing’s 747s Are Failing To Take Off As Demand For Large Commercial Jets Remains Depressed on May 14th
2. Johnson Controls Eyes The Growing Start-Stop Battery Market In China With SAIC Deal on May 14th
3. Enabled By Solid Cash Flow From Operations Delta Plans To Return Greater Cash To Shareholders on May 13rd
4. American Airlines’s Coverage Relaunch: Successful Turnaround During Bankruptcy Has Added Value on May 12nd

Basic Materials

1. Newmont Announces Sale Of Australian Mine As Part Of Portfolio Optimization Efforts on May 14th
2. Lower Precious Metals Prices Weigh On Silver Wheaton’s Q1 Results on May 12nd
3. ArcelorMittal Reports Flat Quarterly Results on May 12nd

Health Care

1. Medtronic Earnings Preview: Cost Cutting Efforts In Focus on May 16th
2. Medtronic’s Pacemaker Sales Likely To Get A Boost From Positive MINERVA Trial Results on May 15th

Energy & Utilities

1. ConocoPhillips Revised To $85 On Robust Production And Margin Outlook on May 12nd