Trefis: Highlights Week Ending 29 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 83 top stories this week:

Consumer (31 articles)

• Abercrombie & Fitch, 2 articles (1, 19)
• Coca Ciola, 2 articles (20, 24)
  
• Keurig Green Mountain Coffee Roasters, 2 articles (3, 22)
• GM, 2 articles (5, 30)

Industrials & Transportation (11 articles)

Technology (10 articles)

• Broadcom, 2 articles (5, 6)
• Cree, 2 articles (1, 5)
• Qualcomm, 2 articles (2, 5)

Energy & Utilities (10 articles)

• Integrated Oil and Gas, 2 articles (5, 9)
• Yingli, 2 articles (1, 3)

Financial Services (8 articles)

Media & Telecom (5 articles)

• China Telecom, 2 articles (4, 5)
  

Basic Materials (4 articles)

Health Care (4 articles)

All 83 investment stories this week are listed below.

Consumer

1. Abercrombie & Fitch Slips Again; Plans To Remove Logo Products Altogether on August 29th
2. Starbucks To Enter Into New Beverage Segments With Teavana & Fizzio Brands on August 29th
3. Increased Portion Pack Prices By Keurig Green Mountain Might Not Affect Consumer Consumption Rate on August 29th
4. Guess Cuts Outlook On Weak Traffic; To Close 50 Stores In North America on August 29th
5. Stalling Cadillac Sales Is Bad News For GM on August 29th
6. Ralph Lauren Betting On High End Luxury and Direct-To-Consumer Model To Boost Its Margins on August 29th
7. Daimler-BYD Start Production Of The Electric Vehicle Denza In China on August 29th
8. Growth In High-End Luxury Vehicle Sales Boost Volkswagen’s Top Line on August 29th
9. Ford’s U.S. Profits Under Threat on August 29th
10. Under Armour Banking On Kevin Durant’s Star Power To Grow Its Footwear Sales on August 29th
11. Burger King-Tim Hortons Cross-Border Merger Much More Than Tax Inversion on August 29th
12. Emerging Markets Strength To Offset Japan, U.S. Weakness For Honda on August 29th
13. Temporary Shutdown Of Outlets & Agricultural Ban In Russia To Worsen McDonald’s Sluggish Growth on August 29th
14. Factors Lowering Our Valuation For RadioShack By Over 60% on August 28th
15. Emerging Markets Strategically Important For Unilever Despite High Inflation on August 28th
16. Hyatt Benefits From Higher Average Day Rates And Occupancy Levels In Q2 on August 28th
17. P&G’s Brand Divestitures Should Unlock Greater Value on August 27th
18. Best Buy Reports Dissapointing Sales & Outlook, But Strong Expense Control Improves Non-GAAP Earnings on August 27th
19. Abercrombie & Fitch Earnings Preview: Revenue Decline Likely To Slow on August 27th
20. Coca-Cola Buys Stake In Monster Beverages on August 27th
21. Is PepsiCo Headed For A Split? on August 27th
22. Distribution Deals With Major Coffee Brands To Help Keurig Green Mountain Gain Market Share on August 27th
23. The Road Ahead For Harley-Davidson In The Domestic Market on August 27th
24. Coca-Cola Life To Launch In Mexico Amid Increased Soft Drink Scrutiny on August 26th
25. Guess Earnings Preview: Sluggish Economic Environment To Weigh On Results on August 26th
26. How Can Toyota Retain Its Lead Over Volkswagen? on August 26th
27. Growth Potential In Mobile, Digital And Technology Brands To Keep GameStop Healthy on August 25th
28. Gap Beats On Profits, Raises Outlook And Gets Aggressive On Asian Expansion on August 25th
29. How Nike Can Grow Its Women’s Business on August 25th
30. How Will Anti-Trust Probes Affect GM’s China Prospects? on August 25th
31. Activist Investor Pushes For Sale As Ann Reports Lackluster Q2 Results on August 25th

Industrials & Transportation

1. Solid Long Term Demand For Commercial Airplanes Will Drive Boeing’s Results on August 29th
2. Growing End-Markets Will Support Sales Of 3M’s Health Care Products on August 29th
3. Addition Of Larger Airplanes Will Add Growth To Alaska’s Results In 2014 on August 29th
4. Domestic Demand Will Continue To Drive CSX’s Intermodal Business on August 29th
5. United’s Fleet Restructuring Will Add Growth To Earnings on August 28th
6. Key Trends Impacting Johnson Controls’ Business Efficiency Segment on August 28th
7. Deere Could Turnaround On Long Term Agricultural Equipment Sales on August 28th
8. Effective Network Strategy Will Help Delta Maintain Its Growth Momentum on August 27th
9. Airlines Add Capacity Strategically As Demand For Air Travel Soars on August 26th
10. Union Pacific May Benefit From Mexico Energy Reform on August 25th
11. Can Caterpillar Protect Its Shareholders’ Interests? on August 25th

Technology

1. Cree Collaborates With Lextar To Continue Its Growth Momentum In LED Lighting on August 29th
2. Possible EU Investigation Add To Qualcomm’s Regulatory Problems on August 29th
3. Cloud-Based products To Drive ADP’s Growth Post Dealer Services Spin Off on August 29th
4. Paychex’s Payroll Cards Program Could Have Little Impact On Its Revenues on August 29th
5. Weekly Tech Notes: BRCM, QCOM, TXN, NVDA, CREE on August 29th
6. Broadcom’s New WICED Kit Promises To Speed Up The Launch Of New IoT Devices on August 28th
7. Adobe Is Overvalued At $71 on August 27th
8. How Twitch Fits In Amazon’s Strategy on August 27th
9. Delay In New Game Launches, Low Mobile Monetization Pulls Down Renren’s Q2’14 Earnings on August 26th
10. Why Yelp’s Stock Is Overvalued After The Recent Rise on August 25th

Energy & Utilities

1. Closer Look At ConocoPhillips’ Key Business Drivers on August 29th
2. Initiating Coverage Of EOG Resources: $105 Trefis Price Estimate on August 29th
3. Weekly Oil and Gas Notes: Petrobras’ Reserve Extension and BP’s Natural Gas Project on August 29th
4. Why SunPower is Increasingly Holding Solar Projects On Its Books on August 28th
5. Q2 2014 Integrated Oil and Gas Round-Up: Capital Expenditures on August 28th
6. A Closer Look At Anadarko’s Key Business Drivers on August 28th
7. Yingli Q2 Earnings: Key Takeaways on August 28th
8. Trina Solar Q2 Review: Higher Polysilicon Costs, Lower ASPs Hit Margins on August 27th
9. Integrated Oil and Gas Round-Up Q2 2014: Upstream Production on August 26th
10. Yingli Q2 Preview: Manufacturing Costs and OpEx In Focus on August 26th

Financial Services

1. BNY Mellon Faces Ouster From Argentina Debt Deal, Lawsuit Over Related Payments on August 28th
2. Global Custody Banks Continue To See Strong Growth In Asset-Base Over Q2 on August 28th
3. Barclays’ Index Unit May Sell For Much More Than $400 Million Asking Price on August 27th
4. How The SEC’s Examination Of Alternative Funds Affects BlackRock on August 27th
5. U.S. Mortgage Origination Volumes Finally Grow In Q2 on August 26th
6. Banks Eye Higher Card Revenues As Customers Spend More Freely on August 26th
7. A Look At The Price-To-Book Ratios Of The Country’s Largest Banks on August 25th
8. Financials Weekly Notes: BofA, Goldman, Citigroup And Credit Suisse on August 25th

Media & Telecom

1. Lower Advertising Income Weighs Over News Corp’s Quarterly Results on August 29th
2. Juniper Targets Campus Core Switching Market With EX4600 on August 29th
3. CBS Price Estimate Revised To $61 Given Q2 Results And Outdoor Split on August 28th
4. China Telecom Reports Modest Interim 2014 Results On Slowing 3G Subscriber Growth on August 28th
5. China Telecom Earnings Preview: Sluggish 3G Subscriber Adds To Offset Steady Broadband Expansion on August 26th

Basic Materials

1. A Closer Look At Silver Wheaton’s Streaming Agreement For The Rosemont Mine on August 29th
2. Alcoa To Close Italian Smelter In Order To Lower Costs on August 29th
3. Newmont To Revert To Negotiations In Order To Resolve Indonesian Standoff on August 29th
4. International Trade Commission Ruling In OCTG Case Boosts Prospects For U.S. Steel on August 28th

Health Care

1. Bristol-Myers Squibb Gets European Approval For HCV Drug Daklinza on August 29th
2. Abbott’s Collaboration With Department Of Defense Could Boost Diagnostics Sales on August 28th
3. FDA Approval Of Key Instruments Could Boost Sales Of Intuitive Surgical’s da Vinci Xi on August 26th
4. Boston Scientific Likely To Improve Presence In European Coronary Catheter Market on August 26th