Trefis: Highlights Week Ending 27 March 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 84 top stories this week:

Technology (23 articles)

• Accenture, 2 articles (4, 17)
• Broadcom, 2 articles (2, 7)
  
• Electronic Arts, 2 articles (5, 13)
• Intel, 2 articles (2, 22)
  
• Paychex, 2 articles (9, 23)
• Qualcomm, 2 articles (2, 8)
• Texas Instruments, 2 articles (2, 11)
  

Consumer (23 articles)

• Lululemon, 2 articles (7, 12)
• P&G, 2 articles (14, 19)
  

Media & Telecom (16 articles)

• Disney, 2 articles (1, 13)
• NewsCorp, 2 articles (11, 15)
• NetNeutrality issues, 2 articles (6, 15)
  

Financial Services (6 articles)

• Q4 2014 Bank Review, 3 articles (1, 2, 3)

Energy & Utilities (4 articles)

• Yingli, 2 articles (2, 4)
  

Industrials & Transportation (4 articles)

Health Care (4 articles)

Basic Materials (4 articles)

• Alcoa, 2 articles (3, 4)
  

All 84 investment stories this week are listed below.

Technology

1. Here Are Some Key Triggers For Groupon’s Stock on March 27th
2. Weekly Tech Update: TXN, BRCM, CREE, QCOM, INTC on March 27th
3. Here’s Why We Think Zynga’s Gross Margin Could Decline In The Future on March 27th
4. Accenture Results: Revenue Beats Expectations But Growth In New Bookings Disappoints on March 27th
5. Weekly Notes On Gaming Industry: Electronic Arts & Activision Blizzard on March 27th
6. SanDisk Revises Revenue Guidance, Stock Drops 18% on March 27th
7. Broadcom Introduces A Range Of New Products For The Chinese TV Market on March 26th
8. Factors That Can Lead To A Significant Decline In Qualcomm’s Valuation on March 26th
9. Paychex Earnings: Solid HRS Performance Drives Revenue on March 26th
10. Can Recent Developments Harm VMware In The Long Run? on March 25th
11. TI Adds Another Platform To Its Low-Cost MCU Portfolio on March 25th
12. Rising Competition Could Lower Nokia’s Valuation By Up To 10% on March 25th
13. Can Battlefield Hardline Provide A Bumper Start To Electronic Arts? on March 24th
14. Here’s How A Payments Feature Could Impact Facebook’s Business on March 24th
15. Storage Systems Monthly Notes: EMC, NetApp, IBM, HP In Focus on March 24th
16. Western Digital Unveils Most Power-Efficient Enterprise HDDs on March 24th
17. Accenture Earnings Preview: Will Revenue And Orderbook Growth Continue? on March 24th
18. Renren Earnings: Core Revenues Decline Amid New Forays on March 24th
19. Weekly Internet Notes: VeriSign, Constant Contact, Shutterfly on March 23rd
20. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor, Ctrip on March 23rd
21. Weekly Software Notes: SAP, Symantec and Salesforce on March 23rd
22. Intel Partnership With Tag Heuer Can Give It A Big Push In The IoT Space on March 23rd
23. Paychex Earnings Preview: Strong Job Environment, Health Insurance Demand To Drive Revenues on March 23rd

Consumer

1. Home Depot: Will The Impact Of The Data Breach Be Significant? on March 27th
2. Analysis Of the Kraft-Heinz Merger on March 27th
3. The Week That Was: Beverage Stocks on March 27th
4. Weekly Notes on Coffee Industry: Starbucks & Keurig Green Mountain on March 27th
5. Weekly Notes On Restaurant Industry: McDonald’s & Dunkin’ Brands on March 27th
6. Why February’s U.S. Sales Results Are Very Encouraging For Toyota Motors on March 27th
7. Lululemon Grows On Higher Than Expected Men’s Business, ivivva Businesses, But 2015 Outlook Disappoints on March 27th
8. Las Vegas Sands Price Estimate Revised To $69 Amid Continued Decline In Macau Gaming on March 26th
9. These Three Scenarios Could Significantly Change PepsiCo’s Valuation on March 26th
10. Higher Commodity Prices Could Pressure An Already Declining Orange Juice Market on March 26th
11. How Can McCafe’s Aggressive Expansion Impact McDonald’s Stock Price? on March 26th
12. Earnings Preview: Shipment Delays and Expansion Related Expenses Might Affect Lululemon’s Profitability on March 25th
13. How Stephen Curry’s Amazing Season Can Add To Under Armour’s Growth Story on March 25th
14. Are P&G And Unilever Are Headed In Opposite Directions? on March 25th
15. Hyatt Will Benefit From The Rise In Hotel Demand In Europe on March 24th
16. Why It Will Be Difficult For Costco To Improve Its Gross Margins on March 24th
17. Earnings Review: Nike Continues To Grow On Higher Comparable Sales, More Profitable Sales Mix on March 24th
18. The Month That Was: Automotive Stocks on March 23rd
19. Weekly Personal Care Review: Procter & Gamble on March 23rd
20. L’Oreal USA Boosts Digital Presence By Partnering With Powa Mobile Technology on March 23rd
21. Our Revised Price Estimate of $27 For MGM Resorts on March 23rd
22. GameStop’s Earnings Preview: Poor Holiday Period Might Drive Down Revenue Growth on March 23rd
23. Wal-Mart Gets Cautious With Mexican Expansion Amid Weak Market Conditions on March 23rd

Media & Telecom

1. Weekly Media Notes: Disney’s First British Isles Cruise, Nickelodeon Hotels And HBO’s New Programming Deal With VICE Media on March 27th
2. Scenario Analysis: How Dish Might Not Be Able To Monetize Its Spectrum Holdings on March 27th
3. Weekly Pay-TV Notes: Netflix’s New Content Deal, NBCUniversal’s Partnership With WWE on March 27th
4. Competition Taking A Toll On China Unicom’s User Adds on March 27th
5. New York Times Is Worth $10. on March 26th
6. FCC’s Net-Neutrality Order Fails To Provide Clarity On Certain Issues on March 26th
7. Higher Ad Spending On Digital Platforms Will Weigh On CBS’ Radio Operations on March 26th
8. Why Is Verizon Suing the FCC? on March 25th
9. Why AT&T-DirecTV Deal Will Attract Less Regulatory Scrutiny Than The Comcast-TWC deal on March 25th
10. BlackBerry’s Q4 Numbers In Focus As EZ Pass Program Winds Down on March 25th
11. How Are News Corp’s Book Publishing Operations Trending? on March 24th
12. Sirius XM: Why A Rise In Revenue Share And Royalties Will Be Slow on March 24th
13. What Will Drive The Growth For Disney’s U.S. Resort Operations? on March 24th
14. Networking Monthly Notes: Cisco, VMware, Juniper And The SDN Market on March 24th
15. Republicans Question FCC’s Net Neutrality Law on March 23rd
16. Weekly Media Notes: Rebranding Channel 5, ESPN Threat And News Corp’s Stake In APN on March 23rd

Financial Services

1. Q4 2014 Bank Review: Third-Party Mortgage Servicing Portfolios on March 27th
2. Q4 2014 Bank Review: Outstanding Mortgage Portfolio on March 26th
3. Q4 2014 Bank Review: Commercial Lending Portfolio on March 25th
4. Strong Outlook For Asset Management And Interest-Based Revenues For Charles Schwab on March 24th
5. European Banking Weekly Notes: Barclays, Credit Suisse and Deutsche Bank on March 23rd
6. RBS Set To Shrink Stake In Citizens To Below 50% on March 23rd

Energy & Utilities

1. Recent Trends In The U.S. Land Drilling Market: Re-fracking, Growing Well Inventory, Lower Rig Counts on March 26th
2. Yingli Earnings: Weaker ASPs, Higher OpEx; 2015 Guidance Is Light on March 26th
3. Anadarko Petroleum: Oil Price Scenarios That Could Significantly Impact Its Valuation on March 25th
4. Yingli Q4 Preview: Lower ASPs, High Interest Costs Will Outweigh Benefits Of Operational Improvements on March 23rd

Industrials & Transportation

1. Trends Driving Corning’s Display Technologies Segment on March 27th
2. Alaska Air’s Rapid Capacity Ramp Up Will Likely Impact Its Margin & Yield on March 27th
3. Uncertain Future For Boeing’s Fighter Jets on March 25th
4. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on March 23rd

Health Care

1. Johnson & Johnson’s EPS Will Rise, But Here Are The Risks on March 26th
2. What Does Merck’s Recent $10 Billion Share Buyback Program Indicate? on March 25th
3. What Does Recent Biosimilar Approval By The FDA Mean? on March 24th
4. Boston Scientific Adds Another Product To Its Portfolio on March 24th
   

Basic Materials

1. Weekly Metals And Mining Notes: U.S. Steel And Barrick Gold on March 27th
2. Trends Driving Our $7 Price Estimate For Vale on March 27th
3. Alcoa Announces Refining Capacity Curtailments As Portfolio Transformation Continues on March 25th
4. The Impact Of Unwinding Aluminum Financing Deals On Alcoa on March 25th