Trefis: Highlights Week Ending 10 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 66 top stories this week:

Technology (17 articles)

• Intel, 2 articles (2, 17)
• Oracle, 2 articles (4, 16)
  

Media & Telecom (12 articles)

• Netflix, 3 articles (5, 6, 11)
• Dish, 3 articles (1, 3, 11)
• Blackberry, 2 articles (9, 12)
• Viacom, 2 artilces (4, 7)
  

Consumer (11 articles)

• Bed, Bath & Beyond, 2 articles (5, 11)

Financial Services (8 articles)

Energy & Utilities (6 articles)

• Shell, 2 articles (1, 5)
  

Industrials & Transportation (5 articles)

• CSX, 2 articles (1, 5)
  

Health Care (4 articles)

Basic Materials (3 articles)

• Alcoa, 2 articles (1, 3)
  

All 66 investment stories this week are listed below.

Technology

1. Can Nokia Take Advantage Of India’s Shift To 4G? on April 10th
2. Intel’s Q1’15 Earnings To Be Impacted By Weak PC Sales, Focus On Emerging Segments To Drive Growth on April 10th
3. A Closer Look At Qlik’s Customer Base Growth on April 9th
4. Oracle Upbeat About Cloud Prospects in India on April 9th
5. Three Scenarios That Affect Google’s Search Revenues Due To The Advent Of Mobile Deviceson April 8th
6. Samsung’s Better Than Expected Q1 Guidance Indicates That It Could Be Turning The Corneron April 8th
7. Initiating Coverage Of Tableau At Price Estimate Of $103 Per Share on April 7th
8. Initiating Coverage Of Qlik At Price Estimate Of $33 Per Share on April 7th
9. SAP’s Worst of Worst Cases Arise in Our Downside Scenarios Analysis on April 7th
10. Motorola Solutions Fails To Find A Buyer, What Next? on April 7th
11. Nvidia Gets Favorable ITC Ruling In Its Lawsuit Against Qualcomm & Samsung on April 7th
12. Scenarios That Can Affect The Stock Price Of Western Digital on April 7th
13. Here Are The Key Triggers For Amazon’s Stock on April 6th
14. Why Expansion In Canada Is A Good Move For Akamai on April 6th
15. Weekly Chinese Internet Note: Baidu And The Chinese Government on April 6th
16. Oracle Energizes Its Marketing Cloud With New Features on April 6th
17. Weekly Tech Update: MU, BRCM, CREE, FFIV, INTC, TXN on April 6th

Media & Telecom

1. Weekly Pay-TV Notes: Universal’s International Performance, NBC’s A.D. Debuts Strong, Dish’s Sports Content Deals on April 10th
2. How Are CBS’ Cable Networks Trending? on April 10th
3. Factors That Could Potentially Trigger A Decline In Dish’s Stock Price on April 9th
4. What Can Move Viacom’s Stock Higher? on April 9th
5. Factors That Can Lead To A Significant Change In Netflix’s Valuation (Part II) on April 8th
6. Factors That Can Lead To A Significant Change In Netflix’s Valuation (Part I) on April 8th
7. Viacom: Nickelodeon’s Rating Woes Continue In 2015 on April 8th
8. Factors That Could Potentially Trigger Movement In Comcast’s Stock Price on April 8th
9. BlackBerry’s Software Business: Scenarios That Could Impact The Stock Price on April 8th
10. Weekly Media Notes: Disney’s Stake In DraftKings, Fox News Ratings And Box-Office Performance of Furious 7 on April 6th
11. Weekly Pay-TV Notes: Dish And Time Warner’s New Deal, Sling TV Now Has HBO Go And Nielsen Will Track Netflix on April 6th
12. Would Shareholders Be Better Off If BlackBerry Is Acquired? on April 6th

Consumer

1. Weekly Beauty And Personal Care Notes: L’Oréal, Estée Lauder, Avon, Revlon on April 10th
2. The Secret Sauce For Success In The Aggressive Beauty Business on April 10th
3. Walgreens Reports A Strong Q2 Driven By Growth In Holiday Sales And Medicare Part D Scripts on April 10th
4. P&G Just Made Its Biggest Move So Far Under The Brand Consolidation Program on April 10th
5. Bed Bath & Beyond Shares Fall On Lower-Than-Expected Q4 Revenues & Weak Margins on April 9th
6. Beating Expectations Yet Again, Rite Aid To Continue Investments In Remodeling And Expansion on April 9th
7. Starbucks’ Price Target Updated After 2-For-1 Split on April 9th
8. These Scenarios Could Significantly Impact Lear Corporation on April 8th
9. These Three Scenarios Could Significantly Impact Dr Pepper’s Valuation on April 6th
10. Here’s What Will Drive Colgate-Palmolive’s Oral Care Business in 2015 on April 6th
11. Bed Bath & Beyond’s Earnings Preview: Expect Slow Revenue Growth & Weak Margins on April 6th

Financial Services

1. IntercontinentalExchange Reports Sluggish Derivative Trading Volumes For March on April 9th
2. Currency Fluctuations Weigh On Asset Bases Of Global Custody Banks on April 9th
3. Why Card Lenders Need To Be Cautious Using FICO’s New Credit Score System on April 9th
4. Travelers’ Personal Insurance Business In Focus on April 8th
5. BlackRock Shakes Up Money Market Offerings Ahead Of Impending Regulatory Changes on April 7th
6. U.S. Banking Weekly Notes: Citigroup, Goldman Sachs, Morgan Stanley and BofA on April 6th
7. European Banking Weekly Notes: HSBC, RBS and Barclays on April 6th
8. Insurance Weekly Notes: UnitedHealth, Prudential, Hartford on April 10th

Energy & Utilities

1. Weekly Oil & Gas Notes: ConocoPhillips Increases Focus On U.S. Shale, Shell Makes A Huge Bet On LNG and Pre-Salt on April 10th
2. Chesapeake Revised To $15 Per Share On Lower Oil Prices, Slower Production Growth on April 9th
3. Weekly Oil & Gas Notes: Exxon’s New Gulf of Mexico Project, Chevron’s Caltex Stake Sale on April 6th
4. Why We Cut Our Price Estimate For Yingli Green Energy To $2 on April 6th
5. Oilfield Services Notes: Schlumberger-Eurasia Deal Updates, Transocean’s Scrapped Rigs on April 6th
6. Shell’s BG Deal: It’s All About LNG and Pre-Salt Development on April 8th

Industrials & Transportation

1. CSX Earnings Preview: Pricing Increase Could Offset Sluggish Volumes on April 10th
2. Why TNT Acquisition Is A Good Deal For FedEx on April 8th
3. Airlines Week in Review: Delta and Alaska Report Operating Results For March on April 6th
4. Southwest Ventures Into The International Markets on April 6th
5. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on April 6th

Health Care

1. Here Are The Prime Catalysts For Roche’s Stock on April 10th
2. Growth Will Suffer As J&J Reports Its First Quarter Results on April 10th
3. Medical Devices Weekly Update: Medtronic and Boston Scientific on April 10th
4. Factors That Could Impact Intuitive Surgical’s Valuation – Part 2 on April 9th

Basic Materials

1. Alcoa Earnings Review: Higher Aluminum Prices And Productivity Improvements Boost Q1 Results on April 9th
2. Two Scenarios That Could Impact ArcelorMittal’s Stock Price on April 7th
3. Higher Aluminum Prices And Value-Added Businesses To Boost Alcoa’s Q1 Results on April 6th