Trefis: Highlights Week Ending 10 October 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 58 top stories this week:

Technology (15 articles)

• Hewlett-Packard, 2 articles (6, 9)
• Nvidia, 2 articles (3, 13)
• Samsung, 2 articles (10, 15)
• SAP, 2 articles (4, 7)
  
• Symantec, 2 articles (4, 8)

Consumer (15 articles)

• Costco, 3 articles (4, 9, 13)
• Pepsico, 2 articles (2, 11)
  
• Philip Morris, 2 articles (6, 10)
• Walgreen, 2 articles (7, 12)
  

Financial Services (7 articles)

• Bank of America, 2 articles (1, 6)
• BNY Mellon, 2 articles (1, 3)
• CME Group, 2 articles (2, 4)
• UBS, 2 articles (1, 6)
  

Media & Telecom (6 articles)

• AT&T, 2 articles (3, 5)
• Sprint, 2 articles (3, 5)
• Verizon, 2 articles (3, 5)

Energy & Utilities (5 articles)

• Chevron, 2 articles (1, 4)
• Halliburton, 2 articles (2, 3)
• Petrobras, 2 articles (1, 5)

Basic Materials (4 articles)

• Alcoa, 2 articles (2, 4)

Industrials & Transportation (3 articles)

Health Care (3 articles)

All 58 investment stories this week are listed below.

Technology

1. Weekly Radio Notes: Pandora And Sirius XM on October 10th
2. Week In Review: AOL, Google, Yahoo on October 10th
3. Weekly Tech Update – AMD, AMAT, BRCM, CREE, MU, NVDA on October 10th
4. Weekly Notes: Oracle, Salesforce, SAP SE and Symantec on October 10th
5. Intel’s Q3’14 Earnings Preview: PCs, Tablets & IoT In Focus on October 10th
6. HP To Launch Windows-Based Tablets And Laptops That Are Not Only Thin But Inexpensive As Well on October 9th
7. Weakening European Economies Drag SAP Shares To 52-week Lows on October 9th
8. Will Symantec Benefit By Separating Its Storage Software Business? on October 8th
9. How Will HP Look After The Proposed Split? on October 8th
10. Samsung Warns Of Profit Declines Amid Increasing Smartphone Competition on October 7th
11. A Look At Apple Pay And Its Valuation Impact On Apple on October 7th
12. Here’s Why We Believe Constant Contact Is Worth $30 on October 6th
13. Nvidia Adds Honda To Its List Of Auto Customers on October 6th
14. Payroll And Human Resource Management Week In Review: Paychex And ADP on October 6th
15. Mobile Weekly Notes: iPhone 6 China Launch, Samsung’s Semiconductor Plans on October 6th

Consumer

1. Weekly Notes On Gaming Industry: GameStop, Activision Blizzard & Electronic Arts on October 10th
2. PepsiCo’s Q3 Results Beat Expectations; Emerging Economies Fuel Growth on October 10th
3. Rite Aid Sales Continue To Grow In September But Margins Will Remain Under Pressure on October 9th
4. Costco Beats Estimates On Strong Online & Membership Growth on October 9th
5. Ann Expands LOFT In Mexico – What You Need To Know on October 8th
6. Philip Morris Braces For Ireland’s Tobacco Plain Packaging Legislation on October 8th
7. Walgreen: Key Developments In The Last One Week on October 7th
8. RadioShack’s Restructured Financial Deal To Provide Much Needed Cash For Its Operations on October 7th
9. Costco Earnings Preview: Improving Conditions In The U.S. And Robust International Growth Will Drive Results on October 7th
10. Impact Of Strong Regulations On Philip Morris In Australia on October 7th
11. PepsiCo Earnings Preview: U.S. Beverages And Russia Sales In Focus on October 7th
12. Walgreen Continues Its Topline Growth With Strong September Sales on October 6th
13. Why Costco Needs To Watch Out For Amazon & Sam’s Club? on October 6th
14. Weekly Casino Notes: Macau Gaming Revenues Decline For The Fourth Consecutive Month on October 6th
15. The Week That Was: Volkswagen, Daimler And Tata Motors on October 6th

Financial Services

1. Financials Weekly Notes: BofA, Goldman, BNY Mellon and UBS on October 10th
2. Exchanges Weekly Review: IntercontinentalExchange, CME Group, NASDAQ on October 10th
3. BNY Mellon Strengthens Fixed Income Offerings With Cutwater Acquisition on October 9th
4. CME’s Agreement With China Financial Futures Exchange Provides Significant Opportunity on October 8th
5. Advisory Fees For Banks Swell In Q3 As Global M&A Activity Remains Upbeat on October 7th
6. Financials Weekly Notes: JPMorgan, BofA, RBS and UBS on October 6th
7. Insurance Weekly Notes: Prudential and AIG on October 6th

Media & Telecom

1. Weekly Media Notes: Disney To Inject $1.25 Billion Into Euro Disney; CBS Renews Under The Dome And Extant For Next Season on October 10th
2. Should Cisco Split? on October 10th
3. U.S. Wireless Carrier Weekly Review: AT&T, Verizon, Sprint on October 10th
4. News Corp’s Acquisition Of Move Inc. Will Diversify Its Digital Real Estate Assets on October 8th
5. DirecTV Extends Its Deal With NFL For $12 Billion on October 7th
6. U.S. Wireless Carrier Weekly Review: AT&T, Verizon, Sprint on October 6th

Energy & Utilities

1. Weekly Oil & Gas Notes: Chevron, ConocoPhillips and Petrobras on October 10th
2. Oilfield Services Weekly Notes: Halliburton’s Ecuador Contract and Schlumberger’s Possible Divestment on October 10th
3. Halliburton Can Gain From Mature Field Contracts In Ecuador on October 9th
4. Chevron Reduces Stake In Canadian Shale Play To Tone Down Soaring Capital Expenditures on October 8th
5. Weekly Oil & Gas Notes: Lower Oil Prices, Exxon’s Arctic Discovery And Petrobras’ Gas Discovery on October 6th

Basic Materials

1. Weekly Metals And Mining Notes: Rio Tinto, Newmont Mining And ArcelorMittal on October 10th
2. Higher Aluminum Prices And Value-added Businesses Boost Alcoa’s Q3 Results on October 9th
3. Freeport Announces Sales Of Chilean Copper Mines As Part Of Efforts To Reduce Debt on October 8th
4. Alcoa Maintains Aerospace Push With Opening Of New Aluminum-Lithium Alloy Manufacturing Facility on October 8th

Industrials & Transportation

1. CSX Earnings Preview: Strong Domestic Volumes Likely To Offset Weak International Shipments on October 10th
2. UPS Access Point Network Could Help Improve Margins And Competitive Edge on October 9th
3. Global Workplace Solutions Divestiture Will Reduce Revenues But Improve Johnson Controls Margins on October 8th

Health Care

1. Johnson & Johnson Earnings Preview: Pharma Is Where The Party Is on October 10th
2. Medtronic To Go Ahead With Covidien Deal Despite Reduced Tax Benefits on October 8th
3. Insurance Week In Review: UnitedHealth Group on October 6th