Trefis: Highlights Week Ending 11 July 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.  This week no company had more than one article.

Table of Contents for the 47 top stories this week:

Technology (12 articles)

Consumer (11 articles)

Financial Services (7 articles)

Basic Materials (5 articles)

Media & Telecom (5 articles)

Energy & Utilities (4 articles)

Health Care (2 articles)

Industrials & Transportation (1 article)

All 47 investment stories this week are listed below.

Technology

1. Yahoo Earnings: Will Revenue Growth Woes Continue? on July 11st
2. Improving PC Demand & Growth In New Markets To Help Intel Retain Its Growth Momentum In Q2’14 on July 11st
3. Why Qualcomm Remains The No.1 Player In Cellular Baseband on July 10th
4. New Extended Version Of Creative Cloud To Bolster Adobe’s CC Subscriber base on July 10th
5. Affordable Care Act Oriented Products Will Help Boost ADP And Paychex’s Sales on July 10th
6. Helion Network Offering To Boost HP’s Revenues on July 9th
7. Amazon’s Dispute With Hachette Group Will Have Negligible Impact On Its Business on July 9th
8. Competition For Pandora Increases As Google Buys Music Streaming App Songza on July 8th
9. Applied & Tokyo Electorn Give A New Name & Logo To Their Merged Entity on July 8th
10. Will Facebook’s Missed Call Ads Work? on July 7th
11. About 10% Upside If Twitter Fills The Monetization Gap Between Itself And Facebook on July 7th
12. A Look At The Trends That Will Drive iPhone Sales on July 7th

Consumer

1. Costco Sustains Its Growth Momentum In June on July 11st
2. CapEx Investments Aimed At Increasing Production Volumes And Plant Efficiencies For L’Oréalon July 10th
3. CVS Continues To Expand Its MinuteClinic Footprint on July 10th
4. Jaguar Land Rover Could Reach One Million Annual Sales By 2020 Riding On China Growth on July 10th
5. Will New Brand President Make A Difference For Abercrombie & Fitch? on July 9th
6. June 2014 Might Have Been One Of The Better Months For Wal-Mart on July 9th
7. Revlon Bets On Booming Professional Products Market In India on July 8th
8. U.S. Hotel Operations Are Trending Well For MGM Resorts on July 8th
9. American Eagle Outfitters To Debut In The U.K. This Fall on July 7th
10. Walgreen Continues Its Growth Momentum In June on July 7th
11. Target May Find It Hard To Promote Its REDcard With The Data Breach Repercussions on July 7th

Financial Services

1. Charles Schwab Earnings Preview: Growing Asset Base To Offset Dip In Trading Volumes on July 11st
2. State Street Settles Three Lawsuits For $70 Million on July 10th
3. Citigroup’s Rumored $7 Billion Mortgage Settlement Could Send Q2 Results In The Red on July 9th
4. Eurex Enters FX Trading Business, Could Force CME To Reduce Prices on July 9th
5. Wells Fargo’s Fee Revenues Unlikely To Make Up For Shrinking Interest Margins In Q2 on July 9th
6. RBS Unveils Steps To Improve Retail Banking Experience For Customers on July 7th
7. BNY Mellon Working On Real Estate Fund Admin Deal With Deutsche Bank on July 7th

Basic Materials

1. The Current Status of Freeport’s Indonesian Stand-off on July 10th
2. Value-Added Businesses Drive Alcoa’s Q2 Results on July 9th
3. How the Valemax Facilitates Vale’s Business on July 8th
4. Newmont Files for Arbitration as Export Tax Negotiations in Indonesia Remain Deadlocked on July 7th
5. Cliffs to Idle Pinnacle Coal Mine as Part of Response to Low Commodity Prices on July 7th

Media & Telecom

1. Transformers 4 Bolsters Viacom’s Movie Business on July 11st
2. Cisco Betting On Acquisitions To Drive Collaboration Business on July 11st
3. China Mobile Likely To Increase 4G Handset Subsidies Even As Profitability Concerns Remainon July 10th
4. Verizon Looks To Improve Subscriber Adds With 4G Launch For Prepaid on July 8th
5. A Look At BlackBerry Messenger’s MAU Trends And Monetization Plans on July 7th

Energy & Utilities

1. Exxon Plans To Boost Its Downstream Profitability With Belgium Refinery Upgrade on July 11st
2. Yingli Green Energy’s Price Estimate Revised to $3.75 On Cost And Market Concerns on July 10th
3. Petrobras’ Prolific Pre-Salt Wells Now Pumping Half A Million Barrels Of Oil Per Day on July 8th
4. Why Baker Hughes Is Betting On Reservoir Productivity Enhancement on July 8th

Health Care

1. Johnson & Johnson Earnings Preview: Pharma Buisness To Remain Strong on July 11st
2. Positive MiniMed Trial Results Could Boost Medtronic’s Diabetes Sales on July 8th

Industrials & Transportation

1. Lower Cost Logistics Likely to Drive UPS’ Freight Delivery Business on July 9th