Trefis: Highlights Week Ending 19 September 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:

Consumer (21 articles)

• Anheuser-Busch, 2 articles (8, 15)
• Philip Morris, 2 articles (2, 17)
• Rite Aid, 2 articles (1, 14)
  
• Wynn, 2 articles (5, 7)
  

Technology (18 articles)

• Google, 3 articles (2, 13, 14)
• Adobe, 2 articles (10, 17)
  
• Nvidia, 2 articles (3, 8)
  
• Oracle, 2 articles (2, 15)
• Yahoo!, 2 articles (4, 11)

Industrials & Transportation (8 articles)

• Caterpillar, 2 articles (2, 8)
• FedEx, 2 articles (3, 7)
• 3M, 2 articles (2, 8)
  

Basic Materials (8 articles)

• ArcelorMittal, 2 articles (5, 8)
• Dow Chemical, 2 articles (2, 6)
  
• Newmont Mining, 2 articles (7, 8)

Media & Telecom (8 articles)

• CBS, 2 articles (2, 5)

Financial Services (6 articles)

• Citigroup, 2 articles (3, 5)

Energy & Utilities (5 articles)

Health Care (3 articles)

All 77 investment stories this week are listed below.

Consumer

1. Rite Aid Falls Despite A Strong Q2’15 As It Lowers Its 2015 Guidance on September 19th
2. An Uruguayan Lawsuit With International Implications For Philip Morris on September 19th
3. SABMiller Action Drives Altria To One Year High on September 19th
4. How Will Coffee Prices Affect Kraft’s Beverages Business? on September 19th
5. Weekly Casino Notes: Wynn Gets Boston Approval, LVS’ Stock Volatility on September 19th
6. Unilever Expects Weaker Sales In H2FY14 Despite Strong Emerging Market Demand on September 18th
7. Wynn Gets The Nod To Build A $1.6 Billion Casino Resort Outside Boston on September 18th
8. Anheuser-Busch InBev: What The SABMiller Acquisition Could Mean on September 18th
9. Here’s Why We Believe Aeropostale’s Revenue Per Square Feet Can Recover on September 17th
10. L Brands Isn’t Short Of Growth Drivers on September 17th
11. A Look At Kimberly-Clark’s Health Care Business on September 16th
12. Urban Outfitters To Debut In Hong Kong; Mainland China Likely To Be Next Stop on September 16th
13. Wal-Mart’s Answer To Dollar Chain Bidding War: Rebrand Express To Neighborhood on September 16th
14. Rite Aid’s Q2’15 Earnings Preview: Gross Margin To Remain Under Pressure on September 16th
15. Anheuser’s Domestic Beer Volumes To Remain Weak In The Near Term, on September 16th
16. Acquisition Of Navarro To Expand CVS’ Hispanic Customer Base & Specialty Drugs Share on September 15th
17. Weekly Tobacco Notes: Philip Morris Gives Dividend And Gets Board Members on September 15th
18. Altria Group’s Potential In The E-Cigarettes Market on September 15th
19. Weekly Notes On The Automotive Sector: Volkswagen, Daimler And Tata Motors on September 15th
20. Weekly Notes On Gaming Industry: GameStop, Activision Blizzard And Electronic Arts on September 15th
21. Weekly Consumer Products Notes: Nike, Under Armour on September 15th

Technology

1. Micron: Factors Responsible For A 10% Increase In Our Valuation on September 19th
2. Oracle: Weak Hardware And New License Sales Dim Earnings Report As Management Changes Loom on September 19th
3. Weekly Semiconductor Technology Update: AMD, BRCM, TXN, MU, NVDA, QCOM on September 19th
4. Week In Review: Google, Yahoo, AOL, Yelp on September 19th
5. Destiny & Call of Duty Might Seal Activision’s Dominance In FPS Genre on September 19th
6. Mobile Weekly Notes: Record iPhone Pre-Orders, Android One Platform, BlackBerry’s Payment Service on September 19th
7. Initiating Coverage Of Alibaba At Price Estimate Of $80 Per Share on September 18th
8. Nvidia’s 32GB LTE Version Of The Shield Tablet To Increase Its Competitiveness In The Android Gaming Market on September 18th
9. SAP Cloud Sales Should Benefit From Growing SaaS ERP And SCM Offerings on September 17th
10. Adobe Earnings: Revenue Growth Disappoints Markets on September 17th
11. Yahoo’s Stock Rises Even More As Alibaba Revises Its Offering Price on September 17th
12. Electronic Arts: High Hopes From Sports Titles To Drive Revenues on September 17th
13. Google’s Android One Platform About More Than Just Phones on September 17th
14. The Impact on Samsung of Google’s Android One Initiative? on September 17th
15. Oracle Q1’15 Preview: Key Trends We Expect on September 16th
16. TI’s Future Growth Likely To Get A Boost From An Increasing Focus On Microcontrollers on September 15th
17. Adobe Earning Preview: Eying Growth in Cloud Services on September 15th
18. Payroll And Human Resource Management Week In Review: ADP And Paychex on September 15th

Industrials & Transportation

1. Airlines Week In Review: United & JetBlue on September 19th
2. Industrials Week In Review: Johnson Controls, 3M and Caterpillar on September 19th
3. High Volume And Fuel Surcharge Drive FedEx’s Earnings on September 18th
4. Why Pratt & Whitney’s Lower Aftermarket Part Sales Is Not A Big Concern? on September 18th
5. Lockheed Makes Progress In Its International Expansion With Israeli Unit on September 18th
6. Boeing Is Facing Rising Competition In The Fast-Growing China Airplane Market on September 17th
7. FedEx Earnings Preview: SmartPost And Express May Present Headwinds on September 15th
8. Industrials Week In Review: 3M, Corning And Caterpillar on September 15th

Basic Materials

1. Resolution Of Tax Dispute In Mongolia Boosts Rio Tinto’s Plans For Expansion Of Copper Mineon September 19th
2. Dow Chemical Receives USDA Approval To Commercialize Its Enlist Corn and Soybean Seeds In The U.S. on September 18th
3. DuPont Plans To Increase Its Ethylene Copolymer Production To Tap The Growth In Food Packaging Demand on September 17th
4. U.S. Steel Shelves Expansion Plans As It Focuses On Controlling Costs on September 17th
5. ArcelorMittal To Sell Off Interest In Gallatin Steel Company As Part Of Efforts To Deleverage on September 16th
6. How Does Dow Chemical Plan To Expand Its Performance Materials Margins? on September 15th
7. Newmont Continues Sale Of Non-core Assets With Sale Of Interest In Penmont Joint Venture on September 15th
8. Weekly Metals And Mining Notes: Alcoa, Newmont And ArcelorMittal on September 15th

Media & Telecom

1. Cisco Expands Intercloud Architecture With Metacloud Acquisition on September 19th
2. Weekly Media Notes: CBS And Media General Ink Long Term Affiliate Deal on September 19th
3. How Do U.S. Wireless Carriers’ iPhone 6 Plans Stack Up? on September 19th
4. Disney To Bring Frozen Attraction To The Walt Disney World Resort on September 18th
5. Showtime Will Continue To Drive Growth For CBS’ Cable Operations on September 16th
6. DirecTV’s Latin America Operations See Continued Subscriber Growth But Declining Currencies Stall ARPU Growth on September 16th
7. Dish May Bid For T-Mobile After AWS-3 Spectrum Auction on September 15th
8. Weekly Mobile Notes: Apple’s Big New Launches, BlackBerry’s BYOD-Focused Acquisition on September 15th

Financial Services

1. Life Insurance Weekly Recap: AIG, MetLife on September 19th
2. Credit Card Company Weekly Notes – American Express, Visa, Discover Financial on September 19th
3. Financials Weekly Notes: Morgan Stanley, Citigroup, Credit Suisse And RBS on September 19th
4. Brokerages Weekly Review: Asset Base Continues To Grow For ETFC, AMTD, SCHW on September 19th
5. Citigroup Likely To File For IPO For OneMain Financial Soon on September 18th
6. Financials Weekly Notes: Goldman Sachs, State Street, JPMorgan And RBS on September 15th

Energy & Utilities

1. ConocoPhillips’ Bitumen Production To Rise As Cenovus Starts Production From The Foster Creek Expansion Project on September 18th
2. What’s Driving Halliburton’s Deepwater Business? on September 16th
3. Petrobras Monthly Update: August Oil and Gas Production From Brazil Rises By 2.9% Over Julyon September 15th
4. Pumping, Artificial Lift and Drilling Drive Schlumberger’s North American Land Business on September 15th
5. Weekly Oil and Gas Notes: Alaska LNG Project and BP’s Oil Spill Liabilities on September 15th

Health Care

1. Abbott Looks To Boost Vision Care Product Sales With New Plant In Malaysia on September 16th
2. Study Shows Medtronic’s CoreValve TAVR Device Has Consistent And Cost Effective Performance on September 16th
3. Weekly Recap: UnitedHealth Group on September 15th