Trefis: Highlights Week Ending 02 Janaury 2015

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 63 top stories this week:

Technology (27 articles)

• Constant Contact, 2 articles (3, 17)
• Expedia, 2 articles (10, 22)
• Renren, 2 articles (8, 27)
  

Consumer (15 articles)

• Tesla, 2 articles (9, 15)
  

Media & Telecom (6 articles)

• Direc TV, 2 articles (1, 7)

Energy & Utilities (6 articles)

Financial Services (4 articles)

Industrials & Transportation (4 articles)

Basic Materials (4 articles)

Health Care (3 articles)

All 63 investment stories this week are listed below.

Technology

1. iPhone 6 Plus Will Hurt iPad Sales, But That’s Not Necessarily Bad For Apple on January 2nd
2. Weekly Chinese Internet Note: Three Challenges Faced By Baidu on January 2nd
3. Weekly Internet Notes: VeriSign, Constant Contact on January 2nd
4. Symantec’s Revival: The Security Business Holds the Key on January 2nd
5. AMD: 2014 Recap & What To Expect In 2015 & Beyond on January 2nd
6. Micron’s Q1’15 Earnings Preview: The Company Will Benefit From The Improving Industry Dynamics on January 2nd
7. VMware’s Year In Review: Hybrid Clouds, Software-Defined Networking, End-User Computing In Focus on January 2nd
8. Renren 2014 Review: Mobile Monetization, Downsizing In Focus on January 2nd
9. How EMC Lines Up Against NetApp, HP, IBM, Hitachi In Storage Systems Market on January 2nd
10. Expedia: Key Partnerships and Acquisitions in 2014 on December 31st
11. Reviewing HP’s Performance in 2014 on December 31st
12. Applied Materials: 2014 Recap & What To Expect In 2015 on December 31st
13. Google In 2014 on December 31st
14. Motorola Solutions: 2014 In Review on December 31st
15. Innovations And Acquisitions: Baidu’s Moves In 2014 on December 31st
16. Perfect World’s 2014: The Quest For Sustained Gamer Interest on December 31st
17. Constant Contact: 2014 Year In Review on December 30th
18. Nvidia’s Performance In 2014: Factors That Are Driving Growth on December 30th
19. The year 2014 In Review: Electronic Arts on December 30th
20. News Feed: How Facebook’s Business Trended During 2014 on December 30th
21. Yahoo In 2014 on December 29th
22. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor on December 29th
23. Cree: Quick Recap of 2014 & Why We Believe The Stock Could Do Better on December 29th
24. Here’s How Monster Worldwide Performed During 2014 on December 29th
25. Storage Weekly Notes: Western Digital, SanDisk, Seagate In Focus on December 29th
26. How Will HGST Integration Impact Western Digital? on December 29th
27. Renren’s Three Most Important Investments In 2014 on December 29th

Consumer

1. Weekly Food Industry Notes: Kraft In Focus on January 2nd
2. Reasons Behind Estee Lauder’s Sudden Acquisition Spree on January 2nd
3. The Impact Of Currency Fluctuations On Philip Morris on December 31st
4. The Year 2014 In Review: Keurig Green Mountain on December 31st
5. The Year That Was: Harley-Davidson on December 31st
6. Abercrombie & Fitch: The 2014 Timeline on December 30th
7. Personal Care Companies Shed Weight In 2014 on December 30th
8. The Year That Was: PepsiCo on December 30th
9. Tesla’s Battery Swap Stations Will Help It Requalify For ZEV Credits In California on December 30th
10. The Year That Was: Volkswagen on December 30th
11. Target Canada Story: Origin, Fall & Restoration on December 30th
12. 2014 Year In Review: Chipotle Mexican Grill on December 29th
13. Better Consumer Targeting and Rising SUV Sales Should Lead To Greater Profitability For Honda on December 29th
14. 2014 Year in Review: McDonald’s on December 29th
15. Weekly Auto Update: Roadster Relaunch Shows Tesla’s Superiority on December 29th

Media & Telecom

1. DirecTV To Raise Its Subscription Prices Amid A Continued Growth In Programming Costs on January 2nd
2. CBS Network Ratings Trends This Season And The Impact On Advertising on January 2nd
3. The Year 2014 In Review: Dish Amasses More Spectrum on December 31st
4. A Look At BlackBerry’s Deals And Acquisitions In 2014 on December 31st
5. How Are Time Warner Cable’s Pay-TV And Broadband Operations Trending In 2014? on December 30th
6. Why Growing Content Costs Are A Necessary Evil For Netflix on December 29th
7. Weekly Media Notes: Disney DirecTV Deal, Fox News Blackout And More on December 29th
8. Chinese Wireless Carriers: 2014 In Review on December 29th

Energy & Utilities

1. Weekly Oil & Gas Notes: BP’s New Project Startup and Petrobras’ Earnings Delay on January 2nd
2. First Solar: Year In Review on January 2nd
3. Trina Solar’s Year In Review on December 31st
4. Anadarko Petroleum: The Year 2014 In Review on December 29th
5. Where Is SunPower Headed In 2015? on December 29th
6. What Does 2015 Have In Store For Transocean? on December 29th

Financial Services

1. Financials Weekly Notes: BofA, Goldman and Morgan Stanley on January 2nd
2. Charles Schwab’s Year In Review: Asset Management, Interest Revenues, Trading In Focus on January 2nd
3. Credit Suisse Sells Commodities Trading Book To Citigroup on December 31st
4. Insurance Weekly Notes: Hartford Financial, Manulife on December 29th

Industrials & Transportation

1. 3M’s Key Growth Levers: Portfolio Management, R&D, Business Transformation on January 2nd
2. Why 2015 Might Not Be A Good Year For Deere on December 31st
3. A Look At Southwest’s Three Major Business Developments In 2014 on December 29th
4. Airlines 2014 In Review: Airlines Take Off As Operating Environment Improves on December 29th

Basic Materials

1. Weekly Metals And Mining Notes: Barrick Gold And Alpha Natural Resources on January 2nd
2. The Year 2014 In Review: Cost Reductions Offset Impact Of Mixed Market Conditions On ArcelorMittal’s Performance on December 30th
3. The Year 2014 In Review: Improving Market Conditions And Cost Reductions Boost U.S. Steel’s Performance on December 30th
4. The Year 2014 In Review: Freeport McMoran Focuses On Debt Reduction on December 29th

Health Care

1. The Year 2014 In Review: Pfizer Streamlined R&D And Pursued Oncology Market Amid Competition From Generics on December 30th
2. The Year 2014 In Review: Everyone Is Looking At Merck’s R&D Pipeline on December 30th
3. The Year 2014 In Review: How Johnson & Johnson Became More Pharma Focused on December 29th