Trefis: Highlights Week Ending 26 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 69 top stories this week:

Consumer (27 articles)

• Ford, 3 articles (8, 19, 24)
  
• L’Oreal, 3 articles (2, 4, 27)
• Keurig Green Mountain, 2 articles (20, 23)
  
• Phillip Morris, 2 articles (12, 13)
  

Technology (13 articles)

• F5, 2 articles (1, 12)

Media & Telecom (7 articles)

Financial Services (6 articles)

• Morgan Stanley, 2 articles (1, 5)
  

Industrials & Transportation (6 articles)

• CSX, 2 articles (2, 3)

Energy & Utilities (4 articles)

Basic Materials (3 articles)

• Alcoa, 2 articles (2, 3)
  
• Vale, 2 articles (2, 3)
  

Health Care (3 articles)

• Roche, 2 articles (1, 2)

All 69 investment stories this week are listed below.

Consumer

1. The Year That Was: Coca-Cola on December 26th
2. L’Oreal: Strengthening Africa Presence Can Bolster Target Of 1 Billion New Customers (Part 2)on December 26th
3. Ralph Lauren’s New Polo For Women Shows That It Is Now Moving With The Times on December 26th
4. L’Oreal: Africa Can Be An Important Market To Help Achieve Its 2 Billion User Base Target (Part 1) on December 26th
5. What Is Ann Doing For Its Margins In The Wake Of China’s Labor Cost Boom on December 26th
6. What Anheuser Is Doing To Win Over Customers In The U.S. on December 24th
7. Dunkin’ Brand’s Stock Down 10% On Revised Guidance on December 24th
8. Why Ford Plans To Enter The Performance Car Market on December 24th
9. Guess: Three Factors That Will Augment North American Revenue Per Square Feet on December 24th
10. Slot Games Will Drive MGM’s Domestic Casino Operations In The Coming Years on December 24th
11. Walgreen Reports A Solid Q1’15, Is Confident Of Carrying On The Growth Momentum Through Fiscal 2015 on December 24th
12. Philip Morris’ 2014 In Review Part 2: Regulatory Challenges on December 24th
13. Philip Morris’ 2014 In Review Part 1: Reduced Risk Products on December 24th
14. L Brands Trumps Market Growth In November on December 23rd
15. Here’s Why Coach Is Being Cited As A Potential Suitor For Stuart Weitzman on December 22nd
16. Daimler To Start Production Of Sprinter Vans In North America on December 22nd
17. Compact Sedan Zest Breathes New Life In Tata’s Domestic Sales on December 22nd
18. The Week That Was: Automotive Stocks on December 22nd
19. Weekly Auto Notes: Collapsing Russian Car Sales Hit GM and Ford on December 22nd
20. Keurig Green Mountain- Bevyz Deal: More Than Just An Acquisition on December 22nd
21. Who Is Losing In The Decelerating Apparel Market? on December 22nd
22. Weekly Updates On Gaming Industry: GameStop, Electronic Arts & Activision Blizzard on December 22nd
23. Weekly Notes On Coffee Industry: Starbucks & Keurig Green Mountain on December 22nd
24. Ford’s European Woes Are Not Going Away Anytime Soon on December 22nd
25. CVS Reaffirms Its Growth Momentum At Its 2014 Analyst Day on December 22nd
26. Weekly Casino Notes: Anti Corruption Crackdown To Intensify In Macau on December 22nd
27. Weekly Beauty And Personal Care Notes: L’Oréal, Estée Lauder, Revlon And Avon on December 22nd

Technology

1. F5 Retains Its Leadership By Gaining Additional Market Share In ADCs on December 24th
2. NetApp Looks Forward To Positive Year After Storage Slump In 2014 on December 24th
3. Why we believe Akamai is fairly valued on December 23rd
4. Huffington Post Can Boost AOL’s Valuation on December 23rd
5. What Drove SanDisk’s Rally In 2014? on December 23rd
6. ADP Could Benefit From An Increase In Interest Rates on December 23rd
7. Weekly Software Review: Oracle, Salesforce and Symantec on December 22nd
8. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor, Ctrip on December 22nd
9. Microsoft’s Azure Cloud Platform Explained – Part 2 on December 22nd
10. How Did Twitter Trend During 2014? on December 22nd
11. Fox To Acquire TrueX For $200 Million on December 22nd
12. Weekly Tech Update: BRCM, AMD, CREE, TXN, FFIV on December 22nd
13. Paychex Earnings: Revenue Grows On Pricing, New Services on December 22nd

Media & Telecom

1. DirecTV Launches Over-The-Top Streaming Service For U.S. Hispanic Consumers on December 26th
2. U.S. Wireless Carriers: 2014 In Review on December 24th
3. China Unicom Still Struggling With Subscriber Adds, 4G Key In 2015 on December 23rd
4. Weekly Pay-TV Notes: Dish Netflix Deal And More on December 22nd
5. China Telecom’s 4G Adoption Likely To Improve With Latest Approval For 4G Trial Expansionon December 22nd
6. China Mobile’s Soaring 4G Subscribers Eclipse Sluggish 3G Demand on December 22nd
7. BlackBerry Posts Surprise Profit, Weak Revenues Remain A Concern on December 22nd

Financial Services

1. Financials Weekly Notes: BNY Mellon, Goldman, Morgan Stanley and Wells Fargo on December 26th
2. Citigroup Sells Japan Retail Operations To Sumitomo Mitsui Banking Corporation on December 26th
3. UBS Running Out Of Options As Highest French Appeal Court Upholds €1.1 Billion Bond on December 24th
4. Manulife’s Operations In Asia And Future Outlook on December 23rd
5. What’s In Store For Morgan Stanley’s Oil Merchandising Unit After Failed Rosneft Deal? on December 23rd
6. New Coverage Launch Of HSBC: $58 Price Estimate on December 23rd

Industrials & Transportation

1. UPS’ Holiday Season Performance: The Story So Far on December 26th
2. Railroads Weekly Review: Norfolk Southern, CSX and Union Pacific on December 26th
3. A Look At GE’s Strategic Portfolio Repositioning In 2014 on December 23rd
4. What’s Driving CSX In 2015? on December 23rd
5. Delta Looks Set To Build On Its Momentum In 2015 on December 23rd
6. Industrials Weekly Review: Caterpillar, 3M and Honeywell on December 26th

Energy & Utilities

1. Duke Energy: Clean Energy, International Business To Drive Future Growth on December 26th
2. Revisiting Our Price Estimates For Large Independents Amid Lower Crude Prices on December 24th
3. Revisiting Our Price Estimates For Big Oil Amid Lower Crude Prices on December 24th
4. Weekly Oil & Gas Notes: Chevron Cuts Back On Risky Exploration, Shell Continues To Trim Downstream Portfolio on December 22nd

Basic Materials

1. The Year 2014 In Review: Lower Precious Metals Prices Weigh On Silver Wheaton’s Performance on December 26th
2. Weekly Metals And Mining Notes: Alcoa, Freeport McMoran And Vale on December 26th
3. Weekly Metals And Mining Notes: Alcoa, Vale And Barrick Gold on December 22nd

Health Care

1. Weekly Pharmaceutical Notes: Pfizer, Bristol-Myers Squibb And Roche on December 26th
2. Roche’s Double Drug Failure Is Meaningful on December 24th
3. Medtronic Reports Positive Study Results For Angioplasty Device on December 24th