Trefis: Highlights Week Ending 28 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 66 top stories this week:

Technology (22 articles)

• Ctrip, 3 articles (7, 15, 19)
• Adobe, 2 articles (1, 2)
• Facebook, 2 articles (5, 16)
  
• Priceline, 2 articles (15, 19)
• SanDisk, 2 articles (11, 12)

Consumer (16 articles)

Industrials & Transportation (6 articles)

Health Care (6 articles)

Financial Services (4 articles)

• Largest credit card lenders, 2 articles (3, 4)
  

Energy & Utilities (4 articles)

• Yingli Green Energy, 2 articles (2, 4)

Basic Materials (4 articles)

Media & Telecom (4 articles)

All 66 investment stories this week are listed below.

Technology

1. Weekly Review: Microsoft, IBM, HP And Adobe on November 28th
2. Adobe Augments Its Marketing Platform With Mobile Enhancements on November 28th
3. Is Activision’s World Of Warcraft Back In the Game? on November 28th
4. Here’s Why Micron Will Benefit From Higher Mobile Shipments on November 26th
5. Facebook Through The Lens Of Porter’s Five Forces on November 26th
6. Here’s Why We Have Reduced Our Valuation For Monster Worldwide on November 26th
7. Ctrip Q3 2014 Earnings Show Aggressive Investment and Dampened Margins on November 26th
8. HP Earnings: Barring PC Sales, Revenues Decline on November 26th
9. Fox Model Revised After Closure Of BSkyB Deal on November 25th
10. Rationale For Google’s Spending On Data Centers on November 25th
11. iXpand Flash Drives For Apple Devices To Overhaul SanDisk’s Removable Storage (Part 1) on November 25th
12. iXpand Flash Drives For Apple Devices To Overhaul SanDisk’s Removable Storage (Part 2) on November 25th
13. Shutterfly Acquires Photo Book Application GroveBook In Another Strategic Tuck-In on November 25th
14. Lexmark IS Worth $44.30 Per Share on November 24th
15. Priceline’s OTA Dominance To Be Reinforced By An Expanded Partnership With Ctrip on November 24th
16. Weekly Internet Notes: Alibaba, Amazon, Facebook and Groupon on November 24th
17. Weekly Tech Notes: AMD, BRCM, INTC, NVDA, QCOM, TXN on November 24th
18. eBay Through The Lens Of Porter’s Five Forces on November 24th
19. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor, Ctrip, Travelzoo on November 24th
20. Western Digital’s PC Storage In Focus: Will Tablets Continue To Impact Sales? on November 24th
21. Perfect World Earnings Preview: Lack Of New Game Releases The Only Concern on November 24th
22. Renren Earnings: GAAP Income Down On Lower Revenue on November 24th

Consumer

1. Key Trends Explaining Our $108 Price Valuation For Keurig Green Mountain on November 28th
2. RadioShack Revamps Its Website In Time To Cater To The Upcoming Holiday Season on November 28th
3. Abercrombie & Fitch To Debut In Mexico Next Year on November 28th
4. Carbonated Drinks Giant Coca-Cola To Enter The Milk Market on November 28th
5. Ralph Lauren Bets On Direct Sales, High Margin Products For Future Growth on November 28th
6. Harley-Davidson’s Retail Sales To Rise In The U.S. And Europe on November 28th
7. How Big Can Nike’s Women’s Business Be? on November 26th
8. Why GM Must Revive Cadillac on November 26th
9. New Plants, Models Can Help Ford Achieve Even More Success In China on November 26th
10. Volkswagen Looks To Boost Profits For Its Own-Branded Passenger Cars on November 25th
11. RadioShack’s Expanding ‘Fix It Here’ Footprint Can Help Increase Its Customer Base on November 25th
12. How Can PepsiCo Derive Growth From North America Carbonated Drinks? on November 25th
13. Honda Banking On Booming SUV, Crossover Segment To Grow Its U.S. Sales Numbers on November 25th
14. CVS Gives New Mexico It’s First Retail Medical Clinic on November 25th
15. Ann’s Profits Fall Due To Revenue Decline And Weak Margins on November 24th
16. Rite Aid Adds Quality Independent Physicians To Its Health Alliance Program on November 24th

Industrials & Transportation

1. Wide Geographic Presence, Diversified Product Portfolio Will Continue To Drive 3M’s Growth on November 26th
2. How American Has Traveled From Bankruptcy To Record Profits on November 26th
3. Gorilla Glass 4 Can Cater To Demand For Damage Resistant, Thinner Displays on November 25th
4. Weak Agriculture Equipment Sales Will Likely Temper Deere’s Earnings on November 25th
5. Delta’s Seattle Expansion Will Help Maintain Its Growth Momentum on November 24th
6. How Is JetBlue Planning To Improve Its Profitability? on November 24th

Health Care

1. Abbott Looking To Electrophysiology For Medical Device Growth on November 26th
2. Another Cancer Drug Deal, It’s Bristol-Myers Squibb This Time on November 25th
3. Merck Enters Ebola Vaccine Race on November 25th
4. J&J Is Demanding Too Much From Boston Scientific on November 25th
5. Reviewing Optum’s Contribution To UnitedHealth’s Growth In 2014 on November 25th
6. Why Is Pfizer Paying So Much Money To Merck KGaA? on November 24th

Financial Services

1. Can CME Keep Up Trading Momentum? on November 26th
2. Q3 2014 U.S. Banking Roundup: Common Equity Tier 1 Capital Ratios on November 26th
3. A Look At The Country’s Largest Card Lenders: Credit Card Payment Volumes on November 25th
4. A Look At The Country’s Largest Card Lenders: Outstanding Card Balances on November 24th

Energy & Utilities

1. Weekly Oil & Gas Notes: OPEC Meeting and Petrobras Investigations on November 28th
2. Yingli Green Energy Posts First Operating Profit In Three Years As Costs Fall on November 26th
3. Trina Solar Earnings: Margins Rise On Better Shipment Mix, Project Sales on November 25th
4. Yingli Q3 Preview: International Sales, OpEx In Focus on November 24th

Basic Materials

1. A Look At Barrick Gold’s Strategy For Adapting To The Prevailing Subdued Gold Pricing Environment on November 26th
2. A Look At Newmont’s Response To Low Gold Prices on November 26th
3. A Look At Vale’s Copper Mining Operations on November 25th
4. Will Rio’s High Production Volumes Strategy Succeed ? on November 24th

Media & Telecom

1. Revising NYT Price To $10.85 on November 28th
2. China Unicom Announces Ambitious 4G Goals For 2015 Despite Sluggish Current Performanceon November 25th
3. Verizon Launches New FiOS Package Targeting Cord Cutters on November 25th
4. China Telecom Beats China Unicom Again In High Speed Subscriber Adds on November 24th