Trefis: Highlights Week Ending 05 December 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 81 top stories this week:

Consumer (23 articles)

• Abercrombie & Fitch, 2 articles (7, 14)
• Aeropostale, 2 articles (6, 12)
• Ford, 2 articles (16, 22)
  
• Guess, 2 articles (2, 13)
• McDonald’s, 2 articles (11, 18)
  
• Walgreen, 2 articles (5, 20)

Technology (20 articles)

• Alibaba, 2 articles (8, 15)
• IBM, 2 articles (1, 4)
• Intel, 2 articles (5, 10)
  
• Seagate, 2 articles (6, 19)
• Western Digital, 2 articles (6, 19)
  

Financial Services (12 articles)

• Citigroup, 2 articles (3, 11)
• Mastercard, 2 articles (1, 10)

Energy & Utilities (10 articles)

• Chevron, 2 articles (1, 3)
• Schlumberger, 2 articles (2, 5)
  

Industrials & Transportation (6 articles)

• Corning, 2 articles (1,2)
• Deere, 2 articles (1, 5)
• Norfolk Southern, 2 articles (3, 6)

Media & Telecom (4 articles)

• Juniper, 2 articles (1, 4)
• VMware, 2 articles (1, 4)

Basic Materials (3 articles)

• Cliffs Natural Resources, 2 articles (1, 2)
  

Health Care (3 articles)

All 81 investment stories this week are listed below.

Consumer

1. Weekly Beauty And Personal Care Notes: L’Oréal, Estée Lauder, Revlon And Avon on December 5th
2. Guess’s Results And Guidance Disappoint, But E-Commerce Shows Promise on December 5th
3. Tata’s Jaguar Land Rover Starts Building Its Brazil Plant on December 5th
4. American Eagle Outfitters Falls On Bleak Guidance, But Shows Some Bright Spots on December 5th
5. Walgreen Reports Strong November & Q1’15 Sales on December 4th
6. Aeropostale Stumbles Again; To Ramp Up Store Closures on December 4th
7. Abercrombie & Fitch Slashes Outlook In Anticipation Of A Weak Holiday Season on December 4th
8. American Eagle’s Sales Decline To Slowdown In Q3; Margins Will Be Better on December 2nd
9. Monthly Reviews On The Beverage Industry: Coca-Cola And PepsiCo on December 1st
10. Monthly Reviews On The Home Improvement Sector: Home Depot And Lowe’s on December 1st
11. Monthly Notes On Restaurant Industry: McDonald’s, Burger King & Chipotle Mexican Grill on December 1st
12. Aeropostale’s Sales Slump Will Continue In Q3 on December 1st
13. Guess’s Earnings Preview: Foot Traffic Decline In The U.S. And Economic Weakness In Europe Will Subdue Sales on December 1st
14. Abercrombie & Fitch Earnings Preview: Weak Demand And Traffic Decline Will Suppress Growth on December 1st
15. Weekly Tobacco Notes: Uruguay Responds, China Clamps Down on December 1st
16. Weekly Auto Notes: Honda, GM, Ford Come Under The Regulatory Scanner on December 1st
17. Audi’s Bid In China’s Promising Electric Vehicle Market on December 1st
18. McDonald’s Prepares For Breakfast Battle Amid Uncertainties In Overseas Markets on December 1st
19. AB InBev To Focus On Younger Customers To Revive Budweiser Sales In The U.S. on December 1st
20. Walgreen’s Focus On Lowering Internal Costs Will Help Improve Its Bottom Line on December 1st
21. Toyota Set To Take On Tesla With Its Own Electric Car on December 1st
22. Ford Betting On China To Revive The Lincoln Brand on December 1st
23. Best Buy Margins To Remain Under Pressure on December 1st

Technology

1. Week In Review: Accenture, Adobe, IBM, Microsoft, HP on December 5th
2. Week In Review: AOL, Google, Yahoo on December 5th
3. Here’s Why We Have Valued Zynga’s Stock At $2.83 on December 5th
4. Cloud Deals To Boost IBM’s Global Services Revenues on December 4th
5. Intel Accelerates Its Presence In Wearable Tech By Partnering With The Luxottica Group on December 4th
6. A Look At The SSD Market: Where Do Seagate and Western Digital Stand? on December 4th
7. Revising Yahoo! Japan Share Price to $8.29 on December 3rd
8. Here’s Why Changing Market Dynamics Should Worry Alibaba’s Investors on December 2nd
9. Factors That Cast Uncertainty Around Qualcomm’s China Operations on December 2nd
10. Intel To Replace TI In The New Version Of Google Glass on December 1st
11. Weekly Chinese Internet Notes: Baidu In Focus on December 1st
12. Mobile Weekly Notes: Apple’s iAd Revamp, BlackBerry’s iPhone Trade-In Deal on December 1st
13. Unemployment Rate Decline Points To A Bright Future For Human Capital Management Companies on December 1st
14. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor, Ctrip, Travelzoo on December 1st
15. Weekly Internet Notes: Twitter, Facebook, Alibaba and Amazon on December 1st
16. Yelp Is Worth $61.17 on December 1st
17. Here Are The Factors Underlying Our $163 Price Estimate For LinkedIn’s Stock on December 1st
18. Can VeriSign Maintain Its Market Leadership In The Coming Years? on December 1st
19. Storage Companies Week In Review: SanDisk, Seagate, Western Digital on December 1st
20. Here Are The Key Drivers And Barriers For Groupon’s Business on December 1st

Financial Services

1. Credit Card Weekly Notes: AmEx, MasterCard on December 5th
2. A Look At The Trends Affecting Holiday Spending, Impact On Credit Card Companies on December 5th
3. Financials Weekly Notes: Citigroup, Goldman and RBS on December 5th
4. Q3 2014 U.S. Banking Roundup: Loan-To-Deposit Ratio on December 4th
5. A Look At Hartford’s Revised Model and $44 Price Estimate on December 3rd
6. Q3 2014 U.S. Banking Roundup: Deposits on December 3rd
7. Discover, AmEx Maintain Low Delinquency Levels And Charge-Off Rates on December 2nd
8. A Look At The Country’s Largest Card Lenders: Credit Card Charge-Off Rates on December 2nd
9. Insurance Weekly Notes: AIG, Prudential on December 1st
10. Credit Card Weekly Recap – MasterCard, Discover, Visa on December 1st
11. Financials Weekly Notes: Citigroup, U.S. Bancorp and Barclays on December 1st
12. Exchanges Weekly Review: Trade Volumes Surge In October on December 1st

Energy & Utilities

1. Weekly Oil & Gas Notes: Chevron’s New Project Announcement And Petrobras’ Ratings Downgrade on December 5th
2. Schlumberger Revised To $105, Still Well-Positioned To Weather A Downturn on December 5th
3. Chevron’s Deepwater Production To Receive A Boost From The Start-up Of Jack/St. Malo on December 4th
4. Halliburton Revised To $60 On Upstream Capex Concerns on December 4th
5. Why Schlumberger Is Reducing Its Seismic Survey Fleet on December 3rd
6. Plummeting Crude Oil Prices Will Prove A Test For Deepwater And Unconventional Plays on December 2nd
7. Why A Dividend Cut May Be Inevitable For Transocean on December 2nd
8. A Closer Look At EOG Resources’ Key Business Drivers on December 1st
9. Q3 2014 Integrated Oil & Gas Round-Up: Capital Expenditures on December 1st
10. Integrated Oil & Gas Round-Up Q3 2014: Upstream Production on December 1st

Industrials & Transportation

1. Industrials Weekly Review: Deere, Corning and Johnson Controls on December 5th
2. Corning’s Samsung Fiber Optics Acquisition Should Benefit From China Growth on December 4th
3. Norfolk Southern’s Coal Woes Likely To Continue on December 3rd
4. How Will The New Airbus A330neo Impact Boeing? on December 2nd
5. Deere Earnings: Weak Guidance Overshadows Better Than Expected Results on December 1st
6. Railroads Weekly Review: Norfolk Southern, CSX and Union Pacific on December 1st

Media & Telecom

1. Juniper Expands Partnership With VMware To Boost Private Cloud Adoption on December 5th
2. Netflix Headed To 18 Million International Subscribers, International Profits Remain Nonexistenton December 3rd
3. Comcast’s Broadband Business To Grow On Higher ARPU And Rising Demand For High Speed Tiers on December 1st
4. Networking Monthly Notes: Cisco, VMware, Juniper In Focus on December 1st

Basic Materials

1. Weekly Metals And Mining Notes: Alcoa, Vale And Cliffs Natural Resources on December 5th
2. Cliffs To Sell Logan County Coal As Part Of Ongoing Response To Poor Market Conditions on December 4th
3. Weekly Metals And Mining Notes: Newmont Mining, Rio Tinto And ArcelorMittal on December 1st

Health Care

1. Roche’s Expands Diagnostics Position With The Acquisition Of Ariosa on December 4th
2. FDA’s Warning On Power Morcellators To Impact Intuitive Surgical’s Procedure Volumes on December 2nd
3. Monthly Medical Technology Update: Boston Scientific And Medtronic on December 1st