Trefis: Highlights Week Ending 03 April 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 81 top stories this week:

Technology (27 articles)

• Micron, 3 articles (4, 17, 21)
• ADP, 2 article (18, 22)
  
• Intel, 2 articles (11, 21)
  
• Lexmark, 2 articles (3, 9)
• Seagate, 2 articles (5, 27)

Consumer (24 articles)

• Catamaran, 2 articles (8, 10)
• CVS, 2 articles (14, 19)
• Rite Aid, 2 aricles (10, 20)
  
• Tesla, 2 articles (4, 23)
• UnitedHealth, 2 articles (8, 10)
  
• Walgreens, 2 articles (10, 20)
  

Media & Telecom (8 articles)

Financial Services (6 articles)

Energy & Utilities (4 articles)

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

Industrials & Transportation (4 articles)

• Union Pacific, 2 articles (3, 4)
  

Health Care (4 articles)

Basic Materials (4 articles)

All 81 investment stories this week are listed below.

Technology

1. Microsoft Said To Challenge Chromebook With $149 Windows 10 Laptop on April 2nd
2. These Two Factors Can Trigger Changes In Travelzoo’s Price Estimates on April 2nd
3. Lexmark Acquires Kofax To Double Its ECM-BPM Business on April 2nd
4. Micron’s Q2’15 Earnings Review: Focus On Technology Transition In 2015 Impacts Short-Term Bit Growth on April 2nd
5. Factors That Can Trigger Movement In Seagate’s Stock Price on April 2nd
6. Ratings Growth And Cable News Dominance Will Boost Fox News’ Subscription Revenues on April 1st
7. Revising Yelp’s Price to $53 on April 1st
8. SAP Looks to Procurement Services Market to Boost Revenues and Protect Margins on April 1st
9. Lexmark’s MPS Business Can Drive Growth In The Future on April 1st
10. Here’s Why Facebook’s Advertising Revenues Could Grow To Over $40 Billion By 2021 on April 1st
11. Why Acquiring Altera Can Be A Good Thing For Intel on April 1st
12. What To Expect From NetApp After A Weak End To 2014 on April 1st
13. How Can Introduction Of More FPS Titles By EA Impact Its Stock? on March 31st
14. These Factors Can Cause Significant Movement In Alibaba’s Stock Price on March 31st
15. AOL: Programmatic Ads And Connected TV Partnerships To Boost Revenues on March 31st
16. Impact Of World Of Warcraft’s End On ATVI Stock on March 31st
17. Micron’s Q2’15 Earnings Preview: Lower DRAM & NAND Output For 2015 on March 31st
18. How ADP Can Benefit From An Increase In Interest Rates on March 31st
19. Weekly Internet Notes: VeriSign, Constant Contact, Shutterfly on March 30th
20. Weekly Online Travel Agency Notes: Expedia, TripAdvisor, And Ctrip on March 30th
21. Micron- Intel JV Unveils Its 3D NAND Technology on March 30th
22. Payroll Processors Notes: ADP, Paychex on March 30th
23. Weekly Software Notes: Oracle on March 30th
24. Here’s Why We Changed Zynga’s Price Estimate To $2.30 on March 30th
25. How The iPhone Can Drive Apple To A $1 Trillion Market Cap on March 30th
26. Chinese Internet Notes: Baidu In Focus on March 30th
27. Storage Companies Week In Review: SanDisk, Western Digital, Seagate In Focus on March 30th

Consumer

1. American Eagle Expands Into Chile And Peru on April 2nd
2. Casino Notes: Macau Gaming Revenues Plunge 40% In March on April 1st
3. Gap Inc February Results Confirmed Its Fiscal 2015 Concerns on April 1st
4. Tesla Resets Its China Strategy on March 31st
5. Time To Reap Benefits Of High Investments For Daimler’s Mercedes-Benz? on March 31st
6. Scenario: Is This The Stagnation Stage For Keurig Brewers? on March 31st
7. These Scenarios In Asia Could Significantly Impact AB InBev’s Valuation on March 31st
8. What The UnitedHealth-Catamaran Deal Means For CVS Health And The General Public on March 31st
9. Unilever Prepares For The Summer With New Frozen Products on March 31st
10. What The UnitedHealth-Catamaran Deal Means For Walgreens on March 31st
11. What’s Driving Wal-Mart’s Average Square Footage Per Store In The U.S.? on March 31st
12. Jaguar Land Rover Stepping Up Investment To Boost Sales on March 31st
13. Abercrombie & Fitch’s Margins Are Expected To Fall, But They Hold Potential For 10% Upside on March 31st
14. Emerging Market Slowdown Could Hurt Lear Corporation on March 31st
15. Why 2015 Could Be A Bumper Year For Honda’s Luxury Car Brand Acura on March 31st
16. Aggressive Expansion’s Impact On DNKN’s Stock on March 31st
17. Three Ways In Which GM’s Stock Can Become More Attractive In 2015 on March 30th
18. Best Buy Canada And Future Shop To Be Consolidated In An Effort To Cut Costs on March 30th
19. Diageo: Will A Rebound In Oil Prices Cause A Hangover? on March 30th
20. Here’s Why We Think Walgreens Might Consider Acquiring Rite Aid on March 30th
21. How Ralph Lauren Can Grow In 2015 on March 30th
22. Product Diversification and E-commerce Can Drive Lululemon’s Growth In 2015 on March 30th
23. Weekly Auto Update: Tesla Adds Another Arrow To Its Quiver on March 30th
24. Strong Demand For Next-Gen Consoles & Growth In Technology Brands Drive GameStop’s 2014 Fiscal Revenues on March 30th

Media & Telecom

1. TiVo Survey Aptly Conveys The Current Sentiment In The Pay-TV Landscape on April 1st
2. Comcast’s NBC: More Hits Than Misses In The First Quarter Of 2015 on March 31st
3. Juniper’s New Product Launches Could Help Revive Declining Product Sales on March 31st
4. How Is Disney Channel Trending For Walt Disney? on March 31st
5. Dish’s Sling TV Off To A Good Start, But Worries Remain on March 30th
6. Time Warner’s TNT And TBS’ Advertising Income Will See Slower Growth Amid Softer Ratings And Weaker Markets on March 30th
7. Key Takeaways From BlackBerry’s Q4 Earnings And What Lies Ahead on March 30th
8. Weekly U.S. Carrier Notes: AT&T, Verizon And Sprint on March 30th

Financial Services

1. Banks Eye Higher Advisory Fees In Q1 As Global M&A Activity Remains Upbeat on April 2nd
2. Property & Casualty Insurance Is Driving Hartford’s Growth on April 2nd
3. Global Equity Markets Witness Strong Underwriting Activity In Q1 on April 1st
4. Q1 Debt Origination Revenues Likely To Be High Despite Lukewarm Activity on April 1st
5. European Banking Weekly Notes: HSBC, RBS and Deutsche Bank on March 30th
6. U.S. Banking Weekly Notes: Goldman Sachs, U.S. Bancorp, Wells Fargo and Capital One on March 30th

Energy & Utilities

1. Two Scenarios That Could Boost Alpha Natural Resources’ Stock Price on April 2nd
2. Trends Driving Our $1 Price Estimate For Alpha Natural Resources on March 31st
3. Oilfield Services Notes: Baker Hughes-Halliburton Merger, Rig Count, Schlumberger’s Fine on March 30th
4. Weekly Oil & Gas Notes: Chevron’s Myanmar Deal and Shell’s Nigerian Asset Sale on March 30th

Industrials & Transportation

1. How Johnson Controls Benefits From GWS Divestiture on April 2nd
2. American-US Airways Integration On Track on April 1st
3. Why Is Union Pacific’s Stock Declining? on March 31st
4. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on March 30th

Health Care

1. Factors That Could Impact Intuitive Surgical’s Valuation on April 2nd
2. Key Factors Driving UnitedHealth Group’s Medicaid Managed Care Business on April 1st
3. Merck’s Keytruda Is Ahead, But Bristol-Myers’ Squibb’s Opdivo Could Catch Up on March 31st
4. UnitedHealth Expands PBM Footprint With Catamaran Acquisition on March 31st

Basic Materials

1. DuPont’s Biofuels Opportunity And Plans on March 31st
2. Two Scenarios That Could Boost Barrick Gold’s Stock Price on March 31st
3. Two Scenarios That Could Impact Vale’s Stock Price on March 31st
4. Dow Strikes A Sweet Chlorine Deal With Olin on March 30th