Trefis: Highlights Week Ending 30 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 87 top stories this week:

Technology (23 articles)

• IBM, 2 articles (9, 14)

Consumer (23 articles)

• Abercrombie & Fitch, 2 articles (6, 15)
• Costco, 2 articles (4, 13)
  
• GameStop, 2 articles (16, 20)
• Hillshire Brands, 2 articles (14, 19)
  

Industrials & Transportation (10 articles)

• FedEx, 2 articles (2, 4)
• UPS, 2 articles (2, 9)

Media & Telecom (8 articles)

• China Mobil, 2 articles (6, 8)

Financial Services (6 articles)

Energy & Utilities (6 articles)

• Anadarko, 2 articles (2, 4)
  
• Exxon, 2 articles (3, 5)

Basic Materials (4 articles)

Health Care (4 articles)

All 87 investment stories this week are listed below.

Technology

1. AOL Eyes TV Video Ad Dollars With The Acquisition of Precision Demand For Adapt.tv on May 30th
2. Focusing On AOV Should Drive Shutterfly Higher on May 30th
3. Baidu Plans IPO For Its Video Business on May 30th
4. New LTE Deals Could Bolster Nokia’s Declining Networks Sales on May 30th
5. Paychex’s Increasing Focus On Software-As-A-Service May Help Improve Margins on May 30th
6. Declining Renewal Rates Should Suppress VeriSign’s Fiscal 2014 Performance on May 30th
7. Why E3 Is Important For Electronic Arts This Year on May 30th
8. International Expansion, Mobile Potential Make eBay A $60 Stock on May 30th
9. Why IBM Is Worth $227? on May 29th
10. TripAdvisor Enters Online Restaurant Reservation Space With Acquisition of LaFourchette on May 29th
11. A Review Of Twitter’s Business As Market Converges With Our Valuation on May 29th
12. Factors That Can Lower Our Valuation For Cree By 30% on May 29th
13. What The Beats Deal Means For Apple on May 29th
14. IBM To Discontinue Selling NetApp Storage Products on May 29th
15. New Products To Expand TI’s Presence In The Growing Embedded Market on May 28th
16. What If LinkedIn Operated As Efficiently As Facebook? on May 28th
17. EMC Acquires Chip-Maker DSSD To Boost Flash Portfolio on May 28th
18. Samsung’s Smartphone Business Faces Challenges Despite Strong Sales Growth on May 28th
19. Microsoft Strengthens its Hardware Vertical With Surface 3 Launch on May 27th
20. Weak Global Footprint Presents Growth Opportunity For Ctrip’s Hotel Bookings Business on May 27th
21. Weibo Boosts Sina’s First Quarter Results, Portal Business To Face Pressure From Government Notices on May 27th
22. Increasing Investment In China Can Help Expand Intel’s Mobile Presence on May 27th
23. Is Spotify A Threat To Pandora? on May 27th

Consumer

1. How Daimler Could Capitalize On China’s Push For EV/HEVs on May 30th
2. Nike Gears Up For The FIFA World Cup In Brazil on May 30th
3. Why Starbucks Has An Edge Over Competitors Despite Rising Coffee Prices on May 30th
4. Rising Membership Propels Costco’s Growth on May 30th
5. Jaguar Land Rover Drives Top Line Growth As India Sales Decline For Tata Motors on May 30th
6. Abercrombie & Fitch’s Fall Slows Down; Q1 Results Beat Estimates on May 30th
7. Tyson Foods Enters Into A Bidding War With Pilgrim’s Pride Over Hillshire Brands on May 30th
8. Kimberly-Clark To Go Ahead With Spin-off Of Healthcare Business on May 29th
9. Under Armour’s Bid For International Growth on May 29th
10. China Poised For Plug-in Electric Vehicle Volume Growth Going Forward on May 29th
11. With The Highest Generic Purchasing Power, Walgreens To Benefit From Rising Generic Saleson May 29th
12. Avon-Coty Partnership In Brazil Should Result In Market Share Gain on May 28th
13. Costco Likely To Report Strong Results Following Three Quarters Of Earnings Miss on May 28th
14. Pilgrim’s Pride Offers To Buy Hillshire Brands In A Bid To Improve Margin Stability on May 28th
15. Can Better Fashion And Enhanced Savings Help Abercrombie & Fitch’s Results? on May 28th
16. GameStop Q1 Earnings: Digital Domain & Tech Brands Drive Top Line Growth on May 28th
17. Gap Inc’s Earnings Stumble But Recovery Is Imminent on May 27th
18. Why The Polo Brand Is Critical To Ralph Lauren’s Success on May 27th
19. The Pros and Cons Of Hillshire Brands’ Pinnacle Deal on May 27th
20. GameStop Q1 Earnings: Next Gen Consoles & Pre-Owned Value Gaming Drives Margins [Part 1] on May 27th
21. Tata Motors Earnings Preview: Jaguar Land Rover Sales To Rise Steeply, Fueled By China Growth on May 27th
22. Is Demand For Tesla’s Model S Falling? on May 27th
23. Ford Plans Luxury Car Market Push In Europe on May 27th

Industrials & Transportation

1. Ramp Up In F-35 Production & Rising International Sales Will Help Return Lockheed’s Top Line To Growth Trajectory After 2014 on May 30th
2. UPS And FedEx Will Likely Benefit From The Next Phase Of The U.S. Export Promotion Program on May 30th
3. UTC’s Building Businesses Are Poised For Solid Long Term Growth on May 29th
4. Fedex Likely To Benefit From Change In Pricing Mechanism on May 29th
5. Purification Systems And Automotive OEMs To Help Drive 3M’s Industrial Segment on May 28th
6. CSX May Miss Its Target Of Achieving A High 60’s Operating Ratio By 2015 on May 28th
7. United Continental Is Restructuring Its Pacific Network To Improve Its Revenues on May 28th
8. JetBlue Is Worth $9.10 On Its Low-Cost Advantage & High-Value Geographies on May 27th
9. Expansion Of Premium Services May Help UPS Improve Yields on May 27th
10. Why Union Pacific Is The Leader In Automotive Shipments Amongst U.S. Railroads on May 27th

Media & Telecom

1. How Is Disney’s Broadcasting Business Trending? on May 30th
2. A Look At Netflix’s Potential In New European Markets on May 29th
3. Cisco Expands Cyber-Security Capabilities With ThreatGRID Buy on May 28th
4. China Unicom Sees Net Add Slowdown As It Awaits FDD-LTE Licenses on May 28th
5. Verizon Looks To Solve Network Congestion Problems, Improve ARPU With XLTE Launch on May 27th
6. China Mobile Likely To Be The Biggest Gainer From Handset Subsidy Cuts on May 27th
7. China Telecom’s Wireless Market Share Declines As It Continues To Lag In 3G Subscriber Addson May 27th
8. China Mobile Improves Wireless Market Share With Steady 3G, 4G Subscriber Adds on May 27th

Financial Services

1. IntercontinentalExchange Group Plans Euronext IPO In Second Quarter on May 30th
2. Banks Hike Overdraft Fees After Regulatory Clampdown Hits Revenues on May 29th
3. Brokerages Could Be Vulnerable To Zero-Commission Brokerage App Robinhood on May 28th
4. State Street Eyes Higher Forex Revenues From New Benchmark Trading Product on May 28th
5. Why The Dip In Credit Card Activity For Q1 Is Not A Cause For Concern on May 27th
6. Anti-Money Laundering Violation Charges Could Have Short-Term Implications For Charles Schwab on May 27th

Energy & Utilities

1. Baker Hughes Price Estimate Raised To $70, Here’s Why on May 30th
2. Anadarko’s Tronox Settlement Inches Closer To Final Approval on May 30th
3. How Does Exxon Plan To Drive Upstream Earnings Growth? on May 28th
4. Anadarko’s Land Grant Advantage In The Wattenberg Field on May 27th
5. Exxon Ships First Cargo From The PNG LNG Project, Strengthening Liquids Portfolio on May 27th
6. BP Pins Hope On The U.S. Supreme Court To Limit Settlement Costs on May 27th

Basic Materials

1. Freeport Restructures Oil And Gas Portfolio Primarily To Reduce Debt on May 30th
2. A Look At U.S. Steel’s Tubular Products Segment on May 28th
3. Rio Tinto Bets Big On Iron Ore Volumes on May 28th
4. Cliffs Sells Northern Ontario Exploration Camp, Maintains Commitment To Disciplined Capital Allocation on May 27th

Health Care

1. What Merck, Bristol-Myers Squibb And Roche Are Doing To Win The Immuno-Oncology Drugs Market on May 30th
2. Why Pfizer May Not Give Up On AstraZeneca on May 29th
3. Boston Scientific: Strong Performance Data For New IC Products on May 29th
4. Intuitive Surgical: New Products Offer Little Help As Future Uncertainties Remain on May 27th