Trefis: Highlights Week Ending 21 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 93 top stories this week:

Consumer (24 articles)

• Best Buy, 2 articles (2, 17)
• GameStop, 2 articles (6, 12)
• Gap, 2 articles (4, 16)
• Home Depot, 2 articles (11, 23)
• Kuerig Green Mountain, 2 articles (5, 19)
• L Brands, 2 articles (9, 21)
• Lowe’s, 2 articles (7, 18)
• Philip Morris 2 articles (1, 3)
  
• Target, 2 articles (10, 20)

Technology (22 articles)

• AMD, 3 articles (12, 14, 22)
  
• Intel, 2 articles (7, 17)
  
• Salesforce, 2 articles (4, 18)
• Twitter, 2 articles (8, 19)
  

Financial Services (12 articles)

• Large banks, 5 articles (7, 8, 9, 10, 12)
• Charles Schwab, 2 articles (2, 3)
  

Industrials & Transportation (9 articles)

• Corning, 2 articles (2, 7)
  

Energy & Utilities (8 articles)

• Baker Hughes, 3 articles (3, 5, 6)
• Haliburton, 3 articles (3, 5, 6)
• Trina Solar, 3 articles (2, 4, 8)
• Petrobas, 2 articles (1, 7)
• Sunpower, 2 articles (2, 8)

Basic Materials (6 articles)

• Cliffs Natural Resources, 3 articles (1, 3, 6)
• Alcoa, 2 articles (1, 2)
• Newmont, 2 articles (1, 4)
  

Health Care (6 articles)

• Johnson & Johnson, 2 articles (1, 3)
• Medtronic, 2 articles (4, 6)
• Roche, 2 articles (1, 2)
  

Media & Telecom (4 articles)

Unassigned (2 articles)

All 93 investment stories this week are listed below.

Consumer

1. Weekly Tobacco Notes: Philip Morris’ Asia Situation, Reduced-Risk Products Strategy on November 21st
2. Best Buy Beats Its Q3’14 Guidance As Its Renew Blue Initiative Starts To Pay Off on November 21st
3. Impact Of Illicit Cigarettes On Philip Morris’ European Business on November 21st
4. Gap Cuts Full Year Guidance And Promotes Executives To Brand Presidents on November 21st
5. Market Share Expansion Remains Primary Focus For Keurig Green Mountain on November 21st
6. GameStop: Lower Software Sales Offset Growth In Pre-Owned Products and Hardware Sales on November 21st
7. Lowe’s Earnings Review: Strong Sales Growth On Higher Investment In Homes on November 20th
8. New Coverage On Diageo: Price Estimate At $119 on November 20th
9. L Brands Beats On Revenues And Profits; Raises Full Year Guidance on November 20th
10. Target’s Earnings Surprise As Sales And Profits Rise on November 20th
11. Home Depot Earnings Review: Solid Growth On High Demand, Despite The Data Breach on November 19th
12. Strong Hardware Sales and Digital Domain Segment To Drive GameStop’s Revenue In The Holiday Quarter on November 19th
13. Ann Earnings Preview: Ann Taylor Stumbles As LOFT Remains A Drag on November 19th
14. Tata Motors’ Growth Slows In Q2, But Bright Prospects Ahead on November 18th
15. Urban Outfitters’ Profits Stumble But Online Business Keeps Hope Afloat on November 18th
16. Gap Inc Earnings Preview: Bottom line Growth And Younger Brands In Focus on November 18th
17. Q3’15 Will Not Provide Any Relief For Best Buy As It Faces A Weak Consumer Electronics Market on November 18th
18. Lowe’s Pre-Earnings: Steady Housing Growth To Boost Lowe’s Q3 Growth on November 18th
19. Green Mountain to Benefit As New Brewer Launch and Entry To RTD Tea Segment Boosts Keurig on November 18th
20. Foot Traffic Decline And Canadian Losses Will Suppress Target’s Results on November 18th
21. L Brands Earnings Preview: Steady Growth To Continue; International & Online Business In Focus on November 18th
22. Weekly Tobacco Note: What Do Massachusetts, Europe and Asia Have In Common? on November 17th
23. Home Depot Earnings Preview: Could Data Breach Overshadow Q3 Results? on November 17th
24. Wal-Mart Earnings Review: Solid Quarter, Omni-Channel Outlook In Focus on November 17th

Technology

1. Weekly Media Notes: BskyB Transaction, CBS Blackout Averted And Disney’s Focus On Chinaon November 21st
2. Weekly Chinese Internet Notes: Baidu In Focus on November 21st
3. HP Earnings Preview: Revenue Growth In Focus on November 21st
4. Salesforce Q3’15 Review: YoY Sales Growth Slows; Provides Softer FY16 Guidance on November 21st
5. Mobile Weekly Notes: Apple Courts Developers With WatchKit, Samsung Plans To Prune Smartphone Portfolio on November 21st
6. Nokia Explores Opportunities In Tablet Market With N1 on November 21st
7. Intel’s New Lineup To Threaten Nvidia’s Leadership In The HPC Market on November 21st
8. How Big Can Twitter Become? on November 20th
9. Expedia Strengthens Its Footprint In Asia With The Wotif Acquisition on November 20th
10. For Akamai, What’s Driving Growth In Average Revenue Per Media Customer? on November 20th
11. Strong Database And Application Software Sales Could Lift Oracle Higher on November 20th
12. AMD Introduces New Mobile APUs & Slashes Price Of Exisiting Ones To Gain Back Lost PC Market Share From Intel on November 20th
13. Here’s Why We Have Raised Our Groupon Price Estimate To $7 Per Share on November 19th
14. Here’s Why We Believe AMD Is Worth $4 on November 19th
15. TripAdvisor Introduces New Feature Via Viator on November 19th
16. Renren Q3 Earnings Preview: Continued Losses Likely, New Strategy For Gaming on November 19th
17. Intel’s Fashion Accessory MICA To Start Selling In December’14 on November 18th
18. Salesforce Q3FY15 Preview: Growing Customer Base Should Drive Revenues Higher on November 18th
19. Here’s Why We Raised Our Price Estimate For Twitter To $39 on November 17th
20. Sina’s Third Quarter Results Bear Out Management’s Guidance on November 17th
21. Weekly Notes On Gaming Industry: Electronic Arts, GameStop, Activision Blizzard on November 17th
22. Weekly Tech Update: AMAT, AMD, BRCM, MU, NVDA, TXN on November 17th

Financial Services

1. Insurance Weekly Notes: MetLife, UnitedHealth on November 21st
2. Weekly Brokerage Notes: Trading Activity Rises for Ameritrade, E*Trade and Charles Schwabon November 21st
3. Charles Schwab Introduces Its Robo-Advisor: Is This The Next Big Thing In Investing? on November 21st
4. Financials Weekly Notes: Citigroup, Deutsche Bank and RBS on November 21st
5. State Street Shrinks Hedge Fund Operations With Sale Of SSARIS Advisors To Managementon November 21st
6. BlackRock’s Sales Force Reorganization Plan Will Improve Operating Efficiency on November 20th
7. Banks Report Healthy Growth In Their Loan Portfolios In Q3 on November 19th
8. Understanding Trends In Banks’ Trading Revenues on November 19th
9. FICC Trading Units At Five Largest U.S. Banks Made $12 Billion In Q3 on November 18th
10. Global Custody Banks See A Decline In Assets Under Custody In Q3 on November 18th
11. Morgan Stanley Continues To Dominate Equities Trading on November 18th
12. Net Interest Margins For The Country’s Largest Banks Inched Higher In Q3 on November 17th

Industrials & Transportation

1. Railroads Weekly Review: Norfolk Southern, CSX and Union Pacific on November 21st
2. Industrials Weekly Review: Deere, 3M, Corning and Johnson Controls on November 21st
3. Falling Crude Oil Prices Could Begin To Hurt Caterpillar on November 20th
4. Is United On Track To Begin Paying Dividends In The Near Future? on November 20th
5. Despite Slow Growth In Recent Months, UTC’s Building Business Is Set To Grow Strongly Over The Long Term on November 20th
6. ABI Decelerates But Still Holds Good For Johnson Controls’ Building Efficiency Segment on November 20th
7. Capacity Expansion Will Likely Help Corning Cater To Growing Demand For Emission Filters on November 20th
8. Cost Management Measures To Drive UPS’ U.S. Domestic Margins on November 17th
9. Southwest Is Set To Retain Its Growth Momentum In 2015 on November 17th

Energy & Utilities

1. Weekly Oil & Gas Notes: Petrobras, Chevron and BP on November 21st
2. Weekly Solar Notes: India’s Higher Solar Targets, SunPower’s European Downsizing, Trina’s Efficiency Record on November 21st
3. Oilfield Services Weekly Notes: A Big Merger, Idled Offshore Rigs And An Uncertain Outlook on November 21st
4. Trina Solar Q3 Preview: Shipments Mix, Better Costs, Projects Business Could Drive Earningson November 21st
5. Why The Baker Hughes Deal Will Eventually Create Value For Halliburton Shareholders on November 20th
6. Why Halliburton Is Buying Baker Hughes on November 18th
7. Weekly Oil & Gas Notes: BP, Petrobras and Anadarko on November 17th
8. Solar Weekly Notes: SunPower’s SolarBridge Acquisition, Trina Solar’s India Plans on November 17th

Basic Materials

1. Weekly Metals And Mining Notes: Newmont Mining, Cliffs Natural Resources And Alcoa on November 21st
2. Alcoa Completes Firth Rixson Acquisition As Part Of Ongoing Strategic Shift Towards Value-added Products on November 21st
3. Cliffs To Exit Eastern Canadian Iron Ore Operations As Part Of Ongoing Response To Poor Market Conditions on November 20th
4. Newmont’s Merian Gold Project Facilitated With Government Of Suriname’s Equity Stake on November 19th
5. Why Weak Oil Prices Will Negatively Impact Freeport McMoran on November 19th
6. Trends Driving Our $10 Price Estimate For Cliffs on November 17th

Health Care

1. Weekly Pharmaceutical Notes: Pfizer, Johnson & Johnson, Bristol-Myers Squibb And Roche on November 21st
2. Roche’s Avastin Gets Approval For Ovarian Cancer, But Incremental Revenues Will Be Small on November 20th
3. Johnson & Johnson’s Partnership With Geron Emphasizes Its Push In Oncology on November 19th
4. Medtronic Earnings: Sales Surge On New Products And Emerging Markets on November 19th
5. Boston Scientific Loses First Federal Trial Over Vaginal-Mesh Implants on November 17th
6. Medtronic Earnings Preview: U.S. ICD Sales, Emerging Markets In Focus on November 17th

Media & Telecom

1. For Time Warner Cable, How Significant Can Business Services Be? on November 20th
2. China Mobile Continues To Dominate As 4G Subscribers Cross 50 Million on November 18th
3. BlackBerry Launches BES 12, Partners With Samsung To Ride The MDM Wave on November 17th
4. CBS Price Estimate Revised To $52 After Q3 Earnings on November 17th

Unassigned

1. Initiating Coverage Of Shell: $76.50 Trefis Price Estimate on November 20th
2. New Coverage Launch: $40 Estimate For Lululemon Athletica on November 17th