Trefis: Highlights Week Ending 20 February 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 to go 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 62 top stories this week:

Technology (19 articles)

• Baidu, 2 articles (1, 19)
• Cree, 2 articles (2, 8)
• Priceline, 2 articles (4, 18)
• Seagate, 2 articles (6, 17)
  
• Texas Instruments, 2 articles (2, 11)
  

Consumer (19 articles)

• Wal-Mart, 3 articles (4, 10, 17)
• Hyatt Hotels, 2 articles (3, 18)
  
• Procter & Gamble, 2 articles (2, 14)
  

Energy & Utilities (7 articles)

• EOG Resources, 3 articles (1, 4, 7)

Media & Telecom (5 articles)

• DirecTV, 2 articles (2, 5)
  

Financial Services (4 articles)

Basic Materials (4 articles)

• Barrick Gold, 2 articles (1, 2)

Industrials & Transportation (4 articles)

• Union Pacific, 2 articles (1, 3)

Health Care (1 article)

All 62 investment stories this week are listed below.

Technology

1. Chinese Internet Notes: Baidu In Focus on February 20th
2. Weekly Tech Update: CREE, AMD, QCOM, TXN on February 20th
3. Automotive & Shield To Drive Nvidia’s Tegra Business In Fiscal 2016 on February 20th
4. Aided By Successful Investments, Priceline Braves Currency Headwinds To Deliver A Strong Fourth Quarter on February 20th
5. HP Earnings Preview: Revenues To Decline Despite Expected Improvement In PC sales on February 20th
6. Storage Weekly Notes: SSD Market Presence Of Seagate, Western Digital, SanDisk on February 20th
7. Here’s Why Oracle Paid Over $1.2 Billion for Acquiring Datalogix on February 19th
8. Cree Adds New LED Arrays To Its Portfolio on February 19th
9. Why Samsung Is Entering The Mobile Payments Fray on February 19th
10. Shutterfly Demonstrates Moderate Growth, Promises A Better Future With Future Strategic Initiatives on February 18th
11. TI Introduces New Modules To Enable Faster WiFi Connectivity For IoT Devices on February 18th
12. Factors That Led To A 46% Decline In Our Valuation Of Travelzoo on February 18th
13. Pandora’s Price Estimate Revised To $20.22 On Expected Rise In Content Acquisition Costs on February 18th
14. Zynga Posts Disappointing Quarterly Results And Future Guidance on February 17th
15. Groupon Posts Strong Holiday Season Sales, But Future Outlook Looks Soft on February 17th
16. Why The Saturating Chinese Smartphone Market Could Work In Apple’s Favor on February 17th
17. Collaboration With Seagate Will Increase Micron’s Presence In The Growing Enterprise Flash Market on February 17th
18. Priceline Might Reap Benefits Of Its Strategic Investments In The Fourth Qaurter, However, Weak Euro Likely To Thwart Growth on February 17th
19. Baidu’s Q4 Earnings: Growth Story Continues on February 17th

Consumer

1. Tobacco Notes: Philip Morris International on February 20th
2. P&G Expects Brand Consolidation to be Over by Summer on February 20th
3. Hyatt Hotels Poised To Benefit From The Growth In The U.S. Economy on February 20th
4. Wal-Mart Reports Growth Across Segments, But Falls On Bleak Guidance on February 20th
5. Earnings Round-Up: Coca-Cola, PepsiCo And Dr Pepper Snapple on February 20th
6. Home Depot: Four Factors To Watch Out For In 2015 on February 19th
7. Rite Aid Enters The Pharmacy Benefit Management Market With EnvisionRx Acquisition on February 19th
8. Unlike Others, Urban Outfitters Will Continue To Open Stores on February 19th
9. West Coast Port Disruptions May Hurt Bed Bath & Beyond on February 19th
10. Wal-Mart Canada To Invest Less This Year Following Target Canada’s Demise on February 18th
11. Avon Q4 2014 Earnings Review: Currency Headwinds And Declining Representative Base Continue To Erode Sales on February 18th
12. MGM Resorts Outperforms The Macau Market But Loss Widens Amid Higher Tax Provision on February 18th
13. Restaurant Brands International FY 2014 Earnings: Improved Sales In The U.S. Drive Top-line Growth on February 18th
14. Weekly Personal Care Review: Procter & Gamble, Unilever and Kimberly-Clark on February 17th
15. L’Oreal Shows Signs Of Recovery, But Growth Still Dampened By Weak North American Demand And Sluggish Consumer Division on February 17th
16. L Brands Gets It Right Again In January on February 17th
17. Wal-Mart’s Earnings To Be Weighed Down By Traffic Decline And West Coast Ports Issue on February 17th
18. Higher ADR And Occupancy Levels Likely Boosted Hyatt’s Q4 Earnings on February 17th
19. Restaurant Brands International Earnings Preview: Tim Hortons & Burger King Merger To Strengthen Revenue Stream on February 16th

Energy & Utilities

1. Weekly Oil and Gas Notes: EOG Resources’ Earnings and BP’s Oil Spill Setback on February 20th
2. Oilfield Services Weekly Notes: Lower Oil Rig Count, Baker Hughes-Halliburton Merger Updateson February 20th
3. Solar Star Project Could Drive SunPower’s Results; Watching Japanese Distributed Business on February 20th
4. EOG Resources Revised To $80 Per Share On Lower Oil Prices, Slower Production Growth on February 20th
5. Why Transocean Slashed Its Dividend on February 18th
6. Anadarko Revised To $77 Per Share On Lower Oil Prices, Slower Production Growth on February 17th
7. EOG Resources Earnings: Eagle Ford Development In Focus on February 17th

Media & Telecom

1. Broadband And NBCUniversal Will Drive Comcast’s Q3 Earnings on February 20th
2. Subscriber Additions Help DirecTV Deliver A solid Quarter Of Growth on February 20th
3. Higher Advertising Income Boosts CBS’ Q4 Earnings on February 18th
4. A Closer Look At Netflix’s Foray Into Japan on February 18th
5. DirecTV Q4 Earnings Preview: A steady but unspectacular quarter expected on February 17th

Financial Services

1. Financials Weekly Notes: JPMorgan, Morgan Stanley and HSBC on February 20th
2. Q4 2014 U.S. Banking Roundup: Price-To-Book Ratios on February 19th
3. Q4 2014 U.S. Banking Review: Net Interest Margin on February 18th
4. Lower Investment Income Pressures AIG’s Earnings on February 16th

Basic Materials

1. Lower Gold Prices And Shipments Weigh On Barrick Gold’s Q4 Results on February 20th
2. Barrick Gold Earnings Preview: Lower Gold Prices To Weigh On Q4 Results on February 17th
3. Newmont Mining Earnings Preview: Lower Gold Prices To Weigh On Q4 Results on February 17th
4. Cost Reduction Initiatives Partially Offset Impact Of Lower Iron Ore Prices On ArcelorMittal’s Q4 Results on February 17th

Industrials & Transportation

1. Railroads Weekly Review: Norfolk Southern, CSX and Union Pacific on February 20th
2. Deere Earnings Preview: Declining Farm Income To Temper Agriculture Equipment Sales on February 18th
3. West Coast Disruptions To Temper Union Pacific’s Intermodal Volumes on February 17^th
4. Industrials Weekly Review: Caterpillar, 3M, Honeywell on February 20th

Health Care

1. Heart Devices Drive Medtronic’s Robust Earnings on February 18th