Trefis: Highlights Week Ending 08 August 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 77 top stories this week:

Technology (22 articles)

• Activision, 2 articles (9, 22)
• AOL, 2 articles (6, 21)
• Fox, 2 articles (5, 17)
  
• Nvidia, 2 articles (3,16)
  
• Symantec, 2 articles (7, 20)

Consumer (20 articles)

• Coach, 2 articles (13, 19)
• MGM, 2 articles (2, 18)
• Keurig Green Mountain, 2 articles (4, 16)
• Ralph Lauren, 2 articles (7, 20)
  
• Walgreen, 2 articles (3, 5)
  
• Pepsico, 2 articles (1, 26)

Energy & Utilities (12 articles)

• Alpha Natural Resources, 2 articles (2, 10)
• Cheasapeake, 2 articles (1, 7)
  
• First Solar, 2 articles (5, 12)
• Transocean, 2 articles (4, 8)
  

Media & Telecom (12 articles)

• China Unicom, 2 articles (1, 7)
• Disney, 2 articles (5, 12)

Basic Materials (6 articles)

• Rio Tinto, 2 articles (3, 5)

Financial Services (5 articles)

• Prudential, 2 articles (1, 5)

Industrials & Transportation (No articles)

Health Care (No articles)

All 77 investment stories this week are listed below.

Technology

1. Groupon Is Trying, But The Results Have Yet To Show Up on August 8th
2. Cree’s Growth Prospects Remain Bright Though Gross Margins Remain Under Pressure on August 8th
3. Nvidia’s Q2’15 Earnings Growth Driven By PC Gaming, Data Center And Tegra Processors on August 8th
4. Samsung Price Estimate Revised To $1200, Here’s Why on August 8th
5. Fox Benefits From The Success Of X-Men And Rio 2; Earnings Jump 35% on August 7th
6. AOL Earnings: Programmatic Platform Boosts Ad Revenues Yet Again on August 7th
7. Symantec Starts FY15 On A Strong Note With A 50% Jump In Earnings As Restructuring Benefits Kick In on August 7th
8. Ongoing Relocation Expenses To Weigh On Shutterfly’s Q3FY14 Earnings on August 7th
9. Activision’s Q2 Earnings: Digital Content Help Core Franchises Outperform In Their Segment on August 7th
10. TI Announces Its Leadership In Advanced Driver Assistance Systems on August 6th
11. Monster’s Revival May Have To Wait on August 6th
12. Microsoft’s Nokia Can Boost Its Revenues In The Future on August 6th
13. Zynga Earnings Preview: Mobile Expansion In Focus on August 6th
14. Motorola Earnings: Sales Decline Again But Cost-Cutting Efforts Progress Well on August 6th
15. Expedia Posts Solid Volume Growth Helped By Travelocity Partnership As Revenues And Profitability Climb on August 5th
16. Nvidia’s Q2’15 Earnings Preview: PC Gaming, Professional GPUs & Tegra To Drive Growth on August 5th
17. Fox’s Q4 Fiscal 2014 Earnings Preview: Watchout For Cable Networks As Ratings Continue To Decline on August 5th
18. AMD-ARM Sever Chips & New APU Lineup Lift AMD’s Stock Price on August 4th
19. Ctrip’s Entry Into Bus Ticketing And Mobile Platform Should Drive Long Term Revenue Growth on August 4th
20. Symantec Pre-Earnings: Deferred Revenue Guidance, Higher Value Product Rollouts In Focus on August 4th
21. AOL Earnings Preview: Will Growth In Ad Tech Platform Take Center Stage? on August 4th
22. Activision’s Earnings Preview: Digital Expansion To Drive Revenues on August 4th

Consumer

1. Costco’s July Sales Grow Strong but Miss Estimates Due to Fewer Store Visits and Currency Fluctuations on August 8th
2. Growth At The Strip Drives MGM’s Earnings on August 8th
3. Walgreen’s July Sales Confirm Its Continued Growth Momentum on August 8th
4. Keurig Green Mountain’s Q3 Earnings: New Business Additions To Boost Revenues on August 8th
5. The Market May Have Overreacted To Walgreen’s Decision Against Tax Inversion on August 7th
6. How Will Dollar Tree-Family Dollar Merger Impact Wal-Mart? on August 7th
7. Earnings Review: Retail Segment Gains Allow Ralph Lauren To Post Modest Topline Growth on August 7th
8. CVS’ Q2’14 Earnings Driven By Strong Growth In Both PBM & Retail on August 6th
9. The UK Provides Slight Glimmer Of Hope For Avon In Otherwise Grim Report on August 6th
10. Currency Headwinds Mask Growth Across L’Oréal’s Mid- To High-End Cosmetics Lines on August 6th
11. Burger King’s Q2 Earnings: Revenues Decline As Breakfast Battle Intensifies; International Expansion To Accelerate on August 6th
12. Smaller Servings Could Boost Margins For Beverage Giants Amid Soda Slowdown on August 6th
13. Coach Earnings Review: Decline In North America Business Continues To Dampen The Coach Story on August 6th
14. Colgate-Palmolive’s Growth Decelerates Amid EM Slowdown; Innovations Help Maintain Lead on August 5th
15. Can Target’s New CEO Help Turn Around The Company? on August 5th
16. Keurig Green Mountain’s Earnings Preview: Recent Distribution Deals To Boost Brewer and Portion Pack Sales on August 5th
17. Toyota Earnings Review: Strong U.S. Sales Hide Emerging Markets Weakness on August 5th
18. MGM Will See Higher Earnings Driven By Growth At The Strip on August 4th
19. Earnings Preview: Things To Watch Out For As Coach Announces Its Q4 Results on August 4th
20. Earnings Preview: Retail Channel To Drive Ralph Lauren’s Top Line on August 4th

Energy & Utilities

1. Low Natural Gas Price Realization Puts A Dent In Chesapeake’s Bottom Line on August 8th
2. Earnings Review: Alpha Natural Resources’ Struggles Continue Amid Tough Conditions In The Coal Markets on August 7th
3. Petrobras Earnings Preview: Higher Production, Thicker Downstream Margins To Drive Growth on August 7th
4. Transocean’s Results Aided By Lower Operating Expenses, Deepwater Market Concerns Remain on August 7th
5. First Solar’s Q2 Results Fall On Desert Sunlight Project Delays on August 6th
6. Chevron’s Earnings Rise On Higher Prices, Gains On Asset Sales Amid Improving Production Outlook on August 5th
7. Chesapeake Earnings Preview: Lower Natural Gas And NGL Prices Could Dampen Results on August 5th
8. Transocean Q2 Preview: Dayrates In Focus, Revenue Efficiency and Costs Could Improve on August 5th
9. Duke Energy Earnings Preview: Cost Management, Higher Brazil Prices To Drive Results on August 4th
10. Earnings Preview: Falling Met Coal Consumption Likely To Impact Alpha Natural Resources’ Topline on August 4th
11. Eagle Ford, Bakken Development Drives Earnings Growth At ConocoPhillips on August 4th
12. First Solar Earnings Preview: Watching For Progress On International Projects, Panel Roadmap on August 4th

Media & Telecom

1. China Unicom’s Profits Rise 26% On Robust Subscriber Gains on August 8th
2. Time Warner Earnings Jump 29% Over Strong Growth At HBO on August 7th
3. Sprint’s T-Mobile Deal Called Off, CEO Replaced As Turnaround Efforts Pick Up on August 7th
4. Time Warner Cable Earnings Grow 12% On Continued Broadband Growth on August 6th
5. Frozen Still Raking In Revenues To Boost Disney’s Earnings on August 6th
6. Lower Ratings May Weigh Over CBS Corporation’s Q2 Earnings on August 6th
7. China Unicom Earnings Preview: 3G, 4G Subscriber Adds And Fixed-Line Broadband In Focus on August 6th
8. DirecTV Earnings Grow 35% Driven By Higher Satellite TV Demand In Latin America on August 5th
9. Better Ratings At Nickelodeon Likely Drove Viacom’s Q3 Fiscal 2014 Earnings on August 5th
10. Dish’s Q2 Earnings Likely Driven By Higher Pay-TV ARPU on August 5th
11. Lower Ratings At Turner Networks Will Weigh Over Time Warner’s Q2 Earnings on August 5th
12. Disney’s Results For Q3 Fiscal 2014 Likely Bolstered by ESPN And ABC on August 4th

Basic Materials

1. Alcoa Continues Aerospace Push With $1.1 Billion Pratt & Whitney Deal on August 8th
2. Silver Wheaton Earnings Preview: Lower Silver And Gold Prices To Weigh On Results on August 8th
3. Rio Tinto’s Profits Rise As Higher Volumes And Cost Savings Offset Impact Of Lower Commodity Prices on August 8th
4. Newmont Continues Disciplined Approach to Capital Allocation with Development of Suriname Gold Mine on August 6th
5. Rio Tinto Earnings Preview: Low Iron Ore Prices To Weigh On Results on August 5th
6. Lower Iron Ore Prices Offset Impact of Higher Steel Shipments on ArcelorMittal’s Q2 Results on August 4th

Financial Services

1. Prudential Q2 Earnings: Retirement And Life Insurance Divisions Boost Growth on August 8th
2. IntercontinentalExchange Earnings Preview: Higher Transaction Rates To Offset Slump In Volumes on August 6th
3. AIG Q2 Earnings: Strong Underwriting, Demand For Retirement Products Drive Growth on August 6th
4. Manulife Q2 Earnings Preview: Growth Momentum To Continue on August 6th
5. Prudential Q2 Earnings Preview: U.S. Operations, FX Headwinds To Drive Results on August 5th

Industrials & Transportation

No articles this week.

Health Care

No articles this week.