Trefis: Highlights Week Ending 17 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 82 top stories this week:

Technology (24 articles)

• AMD, 3 articles (1, 2, 19)
• Intel, 3 articles (1, 10, 15)
• Baidu, 2 articles (4, 22)
• Cree, 2 articles (1, 8)
  
• eBay, 2 articles (13, 24)
• IBM, 2 articles (18, 23)
• Texas Instruments, 2 articles (1, 12)
• Travelzoo, 2 articles (5, 20)
  

Financial Services (15 articles)

• American Express, 2 articles (5, 14)
  
• Charles Schwab, 2 articles (6, 12)
  
• Goldman Sachs, 2 articles (1, 3)
• Well Fargo, 2 articles (1, 10)
  

Consumer (11 articles)

• McDonalds, 2 articles (11, 23)
• Philip Morris, 2 articles (2, 10)
• Walgreen, 2 articles (4, 20)
  

Energy & Utilities (9 articles)

• Baker Hughes, 2 articles (3, 7)
• Kinder Morgan Energy Partners, 2 articles (2, 9)
• Schlumberger, 2 articles (4, 8)
  

Industrials & Transportation (7 articles)

Media & Telecom (6 articles)

• Comcast, 2 articles (1, 5)
• Netflix, 2 articles (2, 6)
  

Basic Materials (5 articles)

• Alcoa, 2 articles (2, 6)

Health Care (4 articles)

• Johnson & Johnson, 2 articles (2, 4)
• UnitedHealth, 2 articles (1, 3)
  

Unassigned (1 articles)

All 82 investment stories this week are listed below.

Technology

1. Weekly Tech Update: AMD, INTC, CREE, FFIV, NVDA, QCOM, TXN on October 17th
2. AMD Misses Its Q3’14 Guidance: Weak Computing & Graphics Performance But Semi-Custom Business Remains Strong on October 17th
3. Weekly Notes On Gaming Industry: Activision Blizzard, GameStop & Electronic Arts on October 17th
4. Chinese Internet This Week: Baidu’s New Moves on October 17th
5. Travelzoo’s Weak Performance Continues in Q3 2014, as Expected on October 17th
6. Lexmark Earnings preview: Focus On Laser Printer And MPS Business on October 17th
7. Factors Driving Our $3.67 Price Estimate Of Renren on October 17th
8. Cree’s Q1’15 Earnings Preview: Despite Short-Term Weakness Long-Term Growth Remains Intact on October 17th
9. Yahoo Earnings Preview: What We Are Watching on October 17th
10. Intel’s Expanding Presence In Mobile & IoT To Help Drive Future Growth on October 16th
11. SAP Q3’14 Preview: Sales Likely To Arrive Lower Than Estimates on October 16th
12. TI’s Q3 2014 Earnings Preview: Improving Revenue Mix To Benefit Top & Bottom Line on October 16th
13. eBay’s Earnings Continue To Be Impacted By Cyber-Attack on October 16th
14. Apple Earnings Preview: New iPhones In Focus on October 16th
15. Intel’s Growth In Q3’14 Fueled By Stabilizing PC Demand, Higher PC Market Share & Strong Data Center Performance on October 15th
16. Salesforce Plans Entry Into BI Market With ‘Wave’ on October 14th
17. Google Earnings Preview: Cost-Per-Click, Mobile And Video Ad Revenues In Focus on October 14th
18. IBM Earnings Preview: What We Are Watching on October 14th
19. AMD’s Q3’14 Earnings Preview: Focus On Commercial PCs & High Growth Markets on October 14th
20. Travelzoo’s Q3’14 Earnings Preview: Growth Will Re-Accelerate In Fiscal 2015 on October 14th
21. SanDisk Earnings Preview: Enterprise SSDs to Drive Results Again on October 14th
22. How Can Baidu Grow Its Group-Buying Business? on October 14th
23. Weekly Review: HP, Microsoft, IBM And Adobe on October 13rd
24. eBay Earnings Preview: Paypal Will Carry eBay As The Impact Of Security Breach Continues To Weigh On Third Quarter Results on October 13rd

Financial Services

1. Financials Weekly Notes: Wells Fargo, Goldman Sachs and Deutsche Bank on October 17th
2. Capital One’s Q3 Earnings Miss Is Not A Cause For Concern on October 17th
3. Goldman Shares Sink Despite Q3 Earnings Beat Over Long-Term Concerns on October 17th
4. BlackRock Rides ETF Wave To Post Exceptional Q3 Results on October 16th
5. American Express Earnings: Higher Spending, Growing Loans Drive Income on October 16th
6. Charles Schwab’s Q3 Results Driven By Interest Revenues, Asset Management Fees on October 16th
7. Despite Q3 Loss, BofA’s Operating Performance Improves on October 16th
8. Citigroup Follows Strong Q3 Results With Plans To Exit Retail Banking In 11 Countries on October 15th
9. JPMorgan’s Swelling Legal Provisions Do Not Undermine Strong Q3 Performance on October 15th
10. Shrinking Interest Margins Weigh On Wells Fargo’s Q3 Results on October 15th
11. Can Zero-Commission Trading App Robinhood Challenge Large Brokerages? on October 14th
12. Charles Schwab Earnings Preview: Client Assets Edge Higher While Trading Activity Remains Subdued on October 13rd
13. Credit Card Weekly Notes: Discover, MasterCard on October 13rd
14. American Express Q3 Earnings Preview: Key Trends That Will Impact Performance on October 13rd
15. Insurance Weekly Notes: AIG, MetLife on October 13rd

Consumer

1. Weekly Notes: Tesla Shares Down On Low Oil Prices on October 17th
2. Chipotle’s Earning Preview: Increasing Customer Count & New Store Openings To Drive Sales on October 17th
3. Harley-Davidson Earnings Preview: Expect Lower Wholesale Shipments In The U.S. on October 17th
4. Coca-Cola Earnings Preview: Sodas Could Surprise With Growth In Both Volumes And Margins on October 16th
5. Recovering In China Will Be An Arduous Task For Guess on October 15th
6. Is Chile Really A Lucrative Market For Aeropostale? on October 15th
7. Philip Morris Q3 Earnings Likely To Be Along Expected Lines on October 14th
8. Retail Week In Review: Wal-Mart, Target & Costco on October 13rd
9. Weekly Drugstore Notes: WAG, RAD, CVS on October 13rd
10. A Decline In Macau Gaming Will Weigh Over Las Vegas Sands’ Q3 Earnings on October 13rd
11. The Week That Was: Volkswagen, Daimler and Tata Motors on October 13rd

Energy & Utilities

1. Petrobras’ First Nine Months Production From Brazil Up 4.2% Over Last Year on October 17th
2. Earnings Review: Strong Results From The Tennessee Gas Pipelines Business Drives KMP’s Growth on October 17th
3. Baker Hughes Q3 Driven By Strong Pumping Activity, U.S. Gulf of Mexico Weighs On Results on October 17th
4. North America Drives Schlumberger’s Q3 on October 17th
5. Why Solar Stocks Have Been Trending Lower on October 16th
6. Pressure Pumping Business Could Aid Halliburton’s Q3 on October 16th
7. Strong U.S. Oilfield Activity Should Drive Baker Hughes’ Results on October 14th
8. Schlumberger Q3 Preview: North America In Focus on October 14th
9. Earnings Preview: Natural Gas Transportation Volumes Should Drive KMP’s Earnings on October 13rd

Industrials & Transportation

1. Lockheed’s Net To Likely Rise On Growing F-35 Volume & Cost Cuts Despite Weak U.S. Military Spending on October 16th
2. CSX Earnings: Volumes Up But Revenue Per Unit Remains Sluggish on October 16th
3. Commercial Aerospace Will Likely Lift UTC’s Net Amid Slower Organic Sales Growth on October 15th
4. Beechcraft Acquisition Will Likely Lift Textron’s Results Despite Negative Impact From Weak U.S. Defense Spending on October 14th
5. Falling Airline Stocks: American, United, Delta, Southwest & JetBlue on October 14th
6. Delta’s Profit Will Likely Be Clipped By Special Charges Despite Solid Operating Performance on October 13rd
7. Higher Airplane Engine And Oil & Gas Equipment Shipments Will Likely Lift GE’s Results on October 13rd

Media & Telecom

1. Weekly Media Notes: Comcast Gets The Nod, CBS Has a Launch and Fox a New JV on October 17th
2. Netflix Sinks On Subscriber Growth Decline, Is The Market Saturating? on October 17th
3. China Mobile Earnings Preview: 3G, 4G Adds, Subsidies In Focus on October 16th
4. Viacom To Launch SPIKE TV In The U.K. on October 15th
5. Weekly Pay-TV Notes: Comcast And Time Warner Cable, Along With DirectTV and Dish, Post Major News on October 13rd
6. Netflix Earnings Preview: Strong Topline Growth Accompanied By Cost Concerns on October 13rd

Basic Materials

1. Alcoa Announces Sale Of Stake In Alumina Refining Joint Venture As Part Of Cost Reduction Efforts on October 17th
2. Dow Crosses All Federal Regulatory Barriers To The Commercialization Of Enlist on October 17th
3. The Prevailing Demand, Pricing Environment And Future Outlook For Metals on October 17th
4. Rio Tinto Operations Review: Sharp Rise In Iron Ore And Copper Volumes on October 15th
5. Why Has Silver Wheaton Not Announced New Streaming Deals In A While? on October 13rd

Health Care

1. Optum Growth, Expanding Medicaid Coverage Drive UnitedHealth’s Earnings on October 17th
2. Market Reaction To Johnson & Johnson’s Earnings Is Justified on October 16th
3. UnitedHealth Q3 Earnings Preview: Optum Poised To Drive Growth on October 14th
4. Weekly Pharma Notes: Pfizer, Bristol-Myers Squibb, Johnson & Johnson, Merck And Roche on October 13rd

Unassigned

1. Honeywell Earnings Preview: Strong Growth In ACS To Overshadow Sluggish Aerospace Performance on October 14th