Trefis: Highlights Week Ending 31 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 148 top stories this week:

Consumer (42 articles)

• Altria, 2 articles (3, 26)
• Avon, 2 articles (10, 24)
• Burger King, 2 articles (5, 34)
• Kraft, 2 articles (18, 32)
• Honda, 2 articles (16, 29)
• McDonalds, 2 articles (34, 38)
  
• Starbucks, 2 articles (6, 25)
  
• Wynn, 2 articles (14, 42)

Technology (38 articles)

• ADP, 2 articles (11, 35)
• Akamai, 2 articles (9, 32)
• Baidu, 2 articles (13, 26)
• Broadcom, 2 articles (16, 31)
• Cree, 2 articles (17, 31
  
• Electronic Arts, 2 articles (12, 34)
• F5, 2 articles (8, 29)
• Samsung, 2 articles (14, 37)
• Shutterfly, 2 articles (6, 27)
• Western Digital, 2 articles (15, 38)
  
• Yahoo!, 2 articles (7, 28)
  

Financial Services (16 articles)

• Deutsche Bank, 2 articles (1, 5)
  
• Hartford, 2 articles (2, 11)
  
• TD Ameritrade, 2 articles (6, 15)

Energy & Utilities (16 articles)

• BP, 2 articles (1, 16)
• Chesapeake, 2 articles (4, 5)
• Chevron, 2 articles (12, 14)
• ConocoPhillips, 2 articles (3, 11)
• Exxon Mobil, 2 articles (8, 9)
  
• SunPower, 2 articles (10, 15)
  

Media & Telecom (12 articles)

• Time Warner Cable, 3 articles (1, 5, 8)
• China Telecom, 2 articles (9, 12)
• New York Times, 2 articles (2, 7)

Industrials & Transportation (11 articles)

• Johnson Controls, 2 articles (1, 6)
  

Basic Materials (9 articles)

• Barrick Gold, 2 articles (1, 8)
• Vale, 2 articles (2, 5)
  

Health Care (4 articles)

• Pfizer, 2 articles (1, 4)

All 148 investment stories this week are listed below.

Consumer

1. What Is Target Canada Doing To Address Its Inventory Issues? on October 31st
2. Urban Outfitters Should Explore More Through Its World Co. Ltd. Partnership on October 31st
3. Altria Group Q3 Results Exceed Expectation on October 31st
4. CVS To Retain Its Growth Momentum In Q3’14 Driven By Its PBM Business on October 31st
5. Burger King’s Earning Preview: Entry Into Lucrative Markets & Tim-Hortons Deal To Boost Top-line Growth on October 31st
6. Higher Pricing & Accelerated Expansion In New Beverage Segments Drive Starbucks’ Top-line Growth in FY2014 on October 31st
7. Volkswagen Earnings Review: China Growth And Luxury Volumes Lift Overall Profitabilty on October 31st
8. Weekly Notes On Gaming Industry: GameStop, Electronic Arts & Activision Blizzard on October 31st
9. Weekly Auto Notes: Tesla Shares Up On New Lease Program on October 31st
10. Latin America Adds To Avon’s Top Line Woes In Q3FY14 on October 31st
11. Division In Focus: The High Performing Footwear Division Fueling Nike’s Growth on October 31st
12. Where Is Bed Bath & Beyond’s Store Count Headed? on October 30th
13. How Well Can Abercrombie Do In Its Biggest European Markets on October 30th
14. Wynn’s Macau Revenues And EBITDA Decline Amid Lower VIP Gaming Turnover on October 30th
15. Revlon’s Near Term Sales Growth Could Suffer With Strategic Focus On Fewer, Bigger Brandson October 30th
16. Honda’s 2015 Accord Can Help The Company Overcome Difficulties In Its Other Businesses on October 30th
17. The Three Trends Driving Toyota’s Europe Strategy on October 30th
18. A Difficult Operating Environment Leads To A Lacklustre Q3 For Kraft Foods on October 30th
19. Earnings Review: Incremental Investments Beginning To Reap Dividends For Ralph Lauren on October 30th
20. Higher Profitability In South America And Asia-Pacific To Boost AB InBev’s Q3 Results on October 30th
21. Volkswagen Earnings Preview: Luxury Divisions To Drive Margin Expansion In Q3 on October 30th
22. Why Gap Inc’s Shares Tumbled When Its CEO Announced Retirement on October 29th
23. Currency Headwinds Shrink Organic Sales Growth For Colgate-Palmolive In Q3FY14 on October 29th
24. Avon Pre-Earnings: Improving Latin America And EMEA Markets Could Offset Weakness In North America And Asia on October 29th
25. Starbucks’ Earnings Preview: Entry Into New Beverage Segments & Full Ownership Of Japan Unit To Drive Future Revenue Growth on October 29th
26. Delay In Industry Consolidation Expected To Keep Altria Earnings Stable on October 29th
27. Earnings Preview: MGM’s Casino Results Will Reflect Headwinds From A Decline In Gaming on October 29th
28. Earnings Review: Coach Continues Its Downward Spiral on October 29th
29. Earnings Review: Honda Downgrades FY 2015 Forecasts Due To Challenging Market Environment In US, Japan on October 29th
30. P&G Posts Lackluster Q1’15 Results; Duracell Sale Creates Hope Of A Revival on October 28th
31. What Ann’s Confidentiality Pact With Golden Gate Capital Means on October 28th
32. Kraft Foods’ Third Quarter Earnings Preview: Precariously Balanced On Twin Hinges Of Commodity Costs And Sales Execution on October 28th
33. Hyatt Hotels Q3 Earnings Preview: Higher ADR And Occupancy Levels To Drive Growth on October 28th
34. Weekly Notes On Restaurant Industry: Chipotle Mexican Grill, McDonald’s & Burger King on October 27th
35. Deflation In Europe And China Destocking To Weigh On Unilever Q4FY14 Sales on October 27th
36. Earnings Review: Strong Core Performance Helps Under Armour Maintain Its Impressive Growth Momentum on October 27th
37. High Competitive Activity Slows Down Dunkin’ Brands’ Comparable Sales Growth In Third Quarter on October 27th
38. Negative Customer Traffic & Operational Headwinds In Eastern Markets Summarize McDonald’s Poor Q3 Results on October 27th
39. Earnings Review: Strong Performance In U.S., China Improves GM’s Profitability on October 27th
40. Earnings Review: Ford’s Profits Down On Disappointing Performance In North America on October 27th
41. Lear Corporation Earnings Review: Top Line Expands On Strong Content Per Vehicle Growth on October 27th
42. Wynn Q3 Earnings Preview: Watchout For Macau Mass-Market Table Games Hold Percentageon October 27th

Technology

1. TripAdvisor Poised For A Strong Q3’14 Backed By Better Platforms, Aggressive Expansions & Wide Promotions on October 31st
2. AOL Earnings Preview: Focus On Growth In RTB And Ads Revenues on October 31st
3. Alibaba Pre-Earnings: Expecting Solid Quarterly Results But Can It Maintain Stock Momentum?on October 31st
4. Monthly Updates: Home Improvement Sector on October 31st
5. Fox News Sees Ratings Growth In Q3; Subscription To Drive Growth In The Coming Years on October 30th
6. Shutterfly’s Q3’14 Results Hit by Scaling-up Operations and Seasonal Slowdown on October 30th
7. Yahoo! Japan’s Results: Revenue Grows As Mobile Platform Gains Traction on October 30th
8. F5′s Strong Performance to Continue Into Q4’14 and 2015, Driven by Enterprise Business, Security Solutions, New Pricing Model & Cisco ACE Replacements on October 30th
9. All Around Growth For Akamai Re-Affirms Our Valuation on October 30th
10. Motorola Solutions’ New Products Likely To Boost Sales on October 30th
11. ADP’s Employer Services And Interest From Client Funds Grow On New Business Bookings on October 30th
12. New Edition Of Sports Titles & Strong Digital Growth Drive Electronic Arts’ Q2 Revenues on October 30th
13. Baidu Continues Its Good Run In 2014 Into The Third Quarter on October 30th
14. Samsung Could Refocus Growth Strategy As Q3 Earnings Plummet on October 30th
15. Western Digital Earnings: Consumer Electronics, Branded Unit Shipments Drive Sales on October 30th
16. Broadcom’s Infrastructure Business To Be Lumpy Near-Term; Long-Term Growth Remains Intact on October 29th
17. Factors Responsible For The 20% Decline In Our Valuation For Cree on October 29th
18. Facebook Posts Solid Growth But Guidance Sends Stock Down on October 29th
19. LinkedIn Pre-Earnings: What Factors You Should Be Looking Out For? on October 29th
20. Expedia Q3 Earnings Preview: Successful Partnerships To Fuel Growth In The Quarter on October 28th
21. Weekly Chinese Internet Notes: Perfect World Invests In Canadian Game-Maker To Sustain Its Mojo on October 28th
22. Groupon Pre-Earnings: Mobile Strategy And Product Innovation Will Help Drive Demand on October 28th
23. Pandora Falls On Weaker-Than-Expected User Additions And Proposed Rise In Royalty Rateson October 28th
24. Verisign Makes a Come Back Riding On The .com Brand Value And Effective Marketing, After A Weak First Half on October 28th
25. Twitter Posts Solid Performance In Q3, But Investors Are Not Impressed on October 28th
26. Revenue Per Customer In Focus As Baidu Prepares To Release Q3 Earnings on October 28th
27. Shutterfly Earnings Preview: Failed Acquisition, Increased Competition, and Restructuring May Dampen Results on October 28th
28. Yahoo! Japan Earnings Preview: Mobile Ads And Transaction Revenue To Grow on October 28th
29. F5 To Retain Its Growth Momentum In Q4’14 on October 28th
30. Seagate Earnings: Hybrid Drives, Enterprise Storage Drive Results on October 28th
31. Weekly Tech Update: BRCM, CREE, MU, QCOM, TXN on October 27th
32. Akamai Earnings Preview: What We Are Watching on October 27th
33. Constant Contact Posts Strong Growth in Q3 2014, Promises An Even Better Future on October 27th
34. Electronic Arts’ Earning Preview: Sports Titles To Boost Holiday Quarter Sales on October 27th
35. ADP To Grow On Improving Job Environment But Low Interest Rates May Temper Revenues on October 27th
36. Amazon’s Weak Q3 Performance Fails To Match Investor Expectations on October 27th
37. Samsung Q3 Preview: Weak Smartphone Business Will Overshadow Memory Gains on October 27th
38. Western Digital Earnings Preview: Enterprise SSDs Key To Q1’15 Results on October 27th

Financial Services

1. Financials Weekly Notes: Citigroup, BofA and Deutsche Bank on October 31st
2. Better Than Expected Third Quarter Earnings Lift Hartford’s Stock on October 31st
3. Strong All-Around Performance Helps RBS Beat Earnings Expectations on October 31st
4. Impact Of Project Transform Evident In Barclays’ Q3 Results on October 30th
5. Legal Costs Drag Down Deutsche Bank’s Q3 Results on October 30th
6. Asset-Based Revenues, Trading Commissions Drive TD Ameritrade’s Earnings on October 29th
7. MasterCard Earnings Preview: Emerging Markets Growth In Focus on October 29th
8. MetLife Earnings Preview: Underwriting Performance, International Growth In Focus on October 29th
9. UBS Reports Q3 Loss As Legal Provisions Offset Strong Operating Performance on October 28th
10. Credit Suisse Announces Strong Q3 Results, Plans To Shrink Investment Bank Further on October 28th
11. Hartford Q3 Earnings Preview: Property And Casualty Insurance In Focus on October 27th
12. U.S. Bancorp Sidesteps Shrinking Interest Margins To Report Strong Q3 Results on October 27th
13. Trading Revenues Offset Slump In NASDAQ’s Non-Transaction Businesses on October 27th
14. Visa Earnings Preview: U.S. Trends In Focus on October 27th
15. TD Ameritrade Earnings Preview: Interest-Earning Assets To Drive Revenue Growth on October 27th
16. State Street Posts Strong Q3 Results As Swelling Asset Base Brings In Record Servicing Feeson October 27th

Energy & Utilities

1. BP’s Q3 Earnings Reflect Signs Of Turnaround In Key Business Drivers on October 31st
2. Anadarko’s Earnings Rise On Increased Wattenberg Development Despite Lower Crude Oil Prices on October 31st
3. ConocoPhillips’ Q3 Earnings Fall On Lower Oil Prices Despite Higher Production, Better Mix on October 31st
4. How Chesapeake’s Priorities Are Shifting As Natural Gas Prices Remain Low on October 31st
5. Here’s Why Chesapeake Recently Sold $5 billion Worth Of Its Assets on October 31st
6. Why The Japanese Solar Market Could Be Poised For A Slowdown on October 31st
7. Alpha Natural Resources Will Have To Solve More Than Simply Liquidity Issues In The Long Term on October 30th
8. 3 Reasons Why Exxon Mobil Should Acquire EOG Resources on October 30th
9. Exxon Q3 Preview: Lower Production and Oil Prices To Weigh On Earnings on October 30th
10. Solar Star Project, Japan DG Demand Drive SunPower’s Q3 on October 30th
11. ConocoPhillips’ Earnings To Receive A Boost From Higher Production, Thicker Margins on October 29th
12. Chevron Q3 Preview: Lower Crude Oil Prices, Flat Production To Weigh On Earnings on October 29th
13. Transocean Revised To $33 On Ultra-Deepwater Oversupply And Demand Concerns on October 29th
14. Weekly Oil & Gas Notes: Chevron and Petrobras Announce Deepwater Discoveries on October 28th
15. SunPower Earnings Preview: Utility-Scale And Distributed Generation Projects In Focus on October 28th
16. BP Earnings Preview: Lower Upstream Production, Thicker Downstream Margins Expected on October 27th

Media & Telecom

1. Time Warner Cable Profits Drop As It Continues To Lose Pay-TV Subscribers on October 31st
2. New York Times Earnings: Digital Services Boost Circulation And Advertising Revenue Even As Profitability Suffers on October 31st
3. Rupert Murdoch’s Worry Over Netflix And Amazon Is Valid on October 31st
4. Sprint Earnings Preview: Subscriber Additions, Spark Strategy In Focus on October 31st
5. Time Warner’s HBO To Offer A Standalone Service From 2015 on October 29th
6. Sirius XM Meets Profit Estimates And Beats On Revenues on October 29th
7. NYT Earnings Preview: Digital Subscription To Grow, Print Subscription Revenue To Stabilizeon October 29th
8. Broadband Will Lead The Growth For Time Warner Cable In Q3 on October 28th
9. China Telecom Reports Modest Q3 Earnings On Declining Wireless Subscribers on October 28th
10. Weekly Pay-TV Notes: Comcast’s Earnings, Turner Networks Blackout And Pause On Pay-TV Merger Review Deadlines on October 27th
11. China Unicom’s Profits Rise 26% On Subscriber Gains, Lower Costs on October 27th
12. China Telecom Earnings Preview: Declining Wireless Subscriber Base In Focus on October 27th

Industrials & Transportation

1. High Automotive Production And ADT Acquisition Drive Johnson Controls’ Revenue on October 31st
2. JetBlue & Alaska Plan To Aggressively Expand Capacity As Solid Demand Lifts Their Q3 Results on October 31st
3. Southwest Is Poised For Growth As Fuller Planes Lift Its Third Quarter Results on October 30th
4. Corning’s Earnings Review: Display Technologies Grows On Holiday Sales; Specialty Materials Flattish Despite High Volume on October 30th
5. American & United Plan To Add Capacity As Solid Demand & Lower Fuel Prices Lift Their Q3 Results on October 30th
6. Non-residential Construction Spending and Automotive Production Will Likely Lift Johnson Controls’s Earnings on October 29th
7. Boeing Faces Higher 787 Deferred Production Costs Even As Its Profit Rises on October 29th
8. 3M’s Revenue Grows On Health Care and Electronics & Energy Segments on October 28th
9. UPS Grows On E-Commerce; Highlights Holiday Season Preparations on October 27th
10. Union Pacific Shines On Industrial And Agricultural Shipments on October 27th
11. Caterpillar’s Profits Increase Despite Flattish Revenue on October 27th

Basic Materials

1. Lower Gold, Copper Prices And Shipments Weigh On Barrick’s Q3 Results on October 31st
2. Lower Iron Ore Prices And Shipments Weigh On Vale’s Q3 Results on October 31st
3. Higher Steel Prices And Cost Reductions Boost U.S. Steel’s Q3 Results on October 30th
4. Newmont Earnings Preview: Lower Gold Prices To Weigh On Results on October 29th
5. Vale Earnings Preview: Higher Iron Ore Volumes To Partially Offset Effect Of Lower Prices On Results on October 29th
6. Lower Iron Ore And Coal Prices Weigh On Cliffs’ Q3 Results on October 29th
7. Lower Copper And Oil Prices Weigh On Freeport’s Q3 Results on October 29th
8. Barrick Gold Earnings Preview: Lower Gold Prices To Weigh On Results on October 27th
9. DuPont Earnings Preview: Lower Corn Seeds Demand and Chemical Prices To Weigh On Earnings Growth on October 27th

Health Care

1. Pfizer Earnings Were Not Impressive on October 29th
2. Merck Falls On Slightly Weak Results on October 29th
3. Bristol-Myers Squibb Rises On Earnings Boost on October 27th
4. Pfizer Earnings Preview: Oncology Growth Will Be In Focus on October 27th