Trefis: Highlights Week Ending 14 November 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 69 top stories this week:

Consumer (19 articles)

• Burger King, 2 articles (15, 18)
• L Brands, 2 articles (4, 8)

Technology (13 articles)

• Applied, 2 articles (1, 7)
  
• NetApp, 2 articles (4, 10)
  
• Sina, 2 articles (3, 9)
  

Media & Telecom (9 articles)

• Cisco, 2 articles (3, 7)
• Viacom, 2 articles (1, 5)

Financial Services (8 articles)

• Manulife, 2 articles (4, 6)
  

Energy & Utilities (6 articles)

• Petrobas, 2 articles (2, 5)

Industrials & Transportation (6 articles)

Basic Materials (5 articles)

• Silver Wheaton, 2 articles (2, 5)
  

Health Care (3 articles)

• Pfizer, 2 articles (2, 3)
  

All 69 investment stories this week are listed below.

Consumer

1. Urban Outfitters Earnings Preview: Foot Traffic Declines And Namesake Brand Weakness To Weigh On Results on November 14th
2. Impact Of Illicit Cigarettes On Philip Morris In Asia on November 13rd
3. Tata Motors Earnings Preview: China To Drive Sales Growth For Jaguar Land Rover on November 13rd
4. L Brands’ October Growth Beats Estimates But Results Were A Mixed Bag on November 12nd
5. Avon Products Downgraded to $11: Delayed Turnaround and Tepid Business Outlook Weigh on Valuation on November 12nd
6. Why Target’s Revenue Per Square Feet Will Improve Going Forward on November 12nd
7. American Eagle Outfitters Banks On Store Consolidation And Omni-Channel To Improve Its Store Productivity on November 12nd
8. What’s Behind L Brands’ Stock Upsurge on November 11st
9. Gap Inc Fumbles In October, But Issues Better-Than-Expected EPS Guidance For Q3 on November 11st
10. What Abercrombie’s Q3 Business Update Means? on November 11st
11. Wal-Mart Earnings Preview: Consistent Decline In Foot Traffic And Higher Expenses Will Subdue Results on November 11st
12. Excise Taxes, Illegal Cigarettes And Altria: The Case Of Massachusetts on November 11st
13. Weekly Casino Notes: Macao October Gaming Data And Casino Earnings on November 10th
14. Costco’s October Growth Beats Estimates As Consumer Confidence Improves on November 10th
15. Merger With Tim Hortons To Boost Burger King’s International Growth Plan on November 10th
16. Weekly Notes:Honda Benefits From Shifting Trend Toward SUVs, Crossovers and Fuel-Efficient Vehicles on November 10th
17. Why E-Cig Makers Put Up Large Warnings On Their Packs on November 10th
18. Weekly Notes On Restaurant Industry: McDonald’s, Burger King & Dunkin’ Brands on November 10th
19. Harley-Davidson: Geared For Growth In Europe on November 10th

Technology

1. Applied Is Confident On Retaining The Strong Growth Momentum In Fiscal 2015 on November 14th
2. Focus On Affordable Care Act Will Help Drive ADP’s sales on November 14th
3. Weekly Chinese Internet Notes: A Week Of Mixed Results For Sina on November 13rd
4. NetApp Earnings: Services Drive Revenue Growth, New Products Lined Up on November 13rd
5. Yahoo Eyes Video Ad Dollars With BrightRoll Acquisition on November 12nd
6. Samsung Hits Back At Nvidia With A Patents Lawsuit on November 12nd
7. Applied To Close 2014 On A Strong Note With Renewed Demand In Semiconductor & Displayon November 11st
8. First Group Buying And Now Online Video: RenRen Sells Off Its Businesses To Rivals on November 11st
9. Sina Q3 Earnings Preview: Investments Outside Weibo Likely To Increase on November 11st
10. NetApp Earnings Preview: Services To Continue Growth, Storage Flash Arrays To Drive Product Sales on November 11st
11. Weekly Tech Update: FFIV, INTC, MU, NVDA, QCOM, TXN on November 10th
12. Zynga Posts A Loss In Third Quarter, But Results Slightly Better Than Expected on November 10th
13. AOL Earnings: Programmatic Platform, Mobile And Videos Boost Ad Revenues on November 10th

Media & Telecom

1. Higher Affiliate Fees Boosts Viacom’s Earnings on November 14th
2. Looking At Netflix’s Next Potential Market on November 13rd
3. Cisco’s Q1 Revenue Beats Estimates On Switching Turnaround on November 13rd
4. Harlequin Helps News Corp Post Higher Earnings on November 12nd
5. Viacom To Benefit From Transformers Movie But Softer Cable Networks Ratings Will Weigh On Earnings on November 11st
6. AT&T In Competition With America Movil In Mexico With Iusacell Acquisition on November 11st
7. Cisco Earnings Preview: Emerging Markets In Focus on November 11st
8. DirecTV Loses 28,000 Pay-TV Subscribers In The U.S. But Benefits From Higher ARPU on November 10th
9. Mobile Weekly Notes: Samsung’s Plans In Vietnam, Apple’s Euro Debt on November 10th

Financial Services

1. NASDAQ Wins Bid To Regain Control Of Tape C Market Data Feed on November 14th
2. Financials Weekly Notes: JPMorgan, State Street and UBS on November 14th
3. RBS Eyes Complete Exit From U.S. Mortgage Trading Business on November 14th
4. Manulife Posts Modest Growth In Q3 As Weak Recovery In North America Offsets Growth In Asia on November 14th
5. Five Banks Settle Forex Manipulation Charges For $3.4 Billion on November 12nd
6. Manulife Earnings Preview: Focus On Growth In Asia, Recovery In North America on November 12nd
7. Q3 2014 U.S. Banking Roundup: Price-To-Book Ratios on November 11st
8. Improving Mortgage Origination Activity Likely To Extend Into Q4 on November 10th

Energy & Utilities

1. Oilfield Services Notes: Halliburton-Baker Hughes Merger Talks, Falling U.S. Oil Rig Count on November 14th
2. Petrobras’ Crude Oil Production From Brazil Hits An All-Time High In October on November 12nd
3. Why SunPower Is Buying A Microinverter Manufacturer on November 11st
4. Earnings Review: Unfavorable Weather in U.S., Brazil Dampens Duke Energy’s Results on November 10th
5. Weekly Oil & Gas Notes: BP, Petrobras And EOG Resources on November 10th
6. Transocean Q3 Review: Lower Utilization Rates, $2.76 Billion Writedown Hurt Results on November 10th

Industrials & Transportation

1. Railroads’ Earnings Recap: Norfolk Southern, CSX and Union Pacific on November 14th
2. USDA Corn Output Cut Unlikely To Have An Impact on Deere’s Agricultural Equipment Sales on November 13rd
3. Bell’s New 505 Jet Ranger X Brings Some Cheer Amid Temporary Slowdown In Global Commercial Helicopter Demand on November 13rd
4. GE Is Beginning To See Strong Returns On Its Industrial Internet Investments on November 12nd
5. Declining F-35 Prices Bode Well For Lockheed’s Future on November 11st
6. Boeing’s 737 MAX Closes The Gap With Airbus’ A320 neo With A Large Order From SMBC Aviation on November 10th

Basic Materials

1. Why Weak Oil Prices Could Negatively Impact U.S. Steel on November 14th
2. Lower Precious Metal Prices Weigh On Silver Wheaton’s Q3 Results on November 13rd
3. Dow Chemical Further Extends Divestiture Plan To Boost Profitability on November 13rd
4. Cost Savings Offset Impact Of Weak Iron Ore And Steel Prices On ArcelorMittal’s Q3 Resultson November 10th
5. Silver Wheaton Earnings Preview: Lower Silver And Gold Prices To Weigh On Q3 Results on November 10th

Health Care

1. Do Merck’s Recent Hepatits C Trial Results Weaken Its Position? on November 11st
2. Weekly Pharmaceuticals Notes: Pfizer, Bristol-Myers, Squibb, Merck And Roche on November 10th
3. Will Tightening Of Tax Laws Deter Pfizer’s Hopes? on November 10th