Trefis: Highlights Week Ending 17 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 75 top stories this week:

Technology (20 articles)

• AMD, 2 articles (4, 17)
• Nokia, 2 articles (8, 18)
  
• SanDisk, 2 articles (2, 20)

Financial Services (13 articles)

• Wells Fargo, 3 articles (9, 11, 12)
• Goldman Sachs, 2 articles (3, 11)

Consumer (12 articles)

• Unilever, 2 articles (1, 7)

Media & Telecom (10 articles)

• Netflix, 3 articles (2, 5, 9)
• Amazon, 2 articles (1, 7)

Industrials & Transportation (8 articles)

• Delta, 3 articles (1, 4, 6)
• United, 2 articles (2, 7)

Energy & Utilities (6 articles)

• Halliburton, 2 articles (4, 6)
• Schlumberger, 2 articles (3, 5)
  

Basic Materials (3 articles)

Health Care (3 articles)

All 75 investment stories this week are listed below.

Technology

1. Hybrid Clouds, End-User Computing, SDN To Boost VMware’s Q1 Earnings on April 17th
2. SanDisk Cautious About 2015 After Unimpressive Q1 Results on April 17th
3. CREE’s Q3 2015 Earnings Preview: Continuous Innovation and Portfolio Expansion Can Drive Better Results in 2015 on April 17th
4. Despite A Dismal Q1’15, AMD Remains Optimistic About Its Long-Term Growth Potential on April 17th
5. Yahoo Earning Preview: Revenue Growth From Display And Mobile In Focus on April 17th
6. Broadcom’s Earnings Preview: Q1’15 To Be Seasonally Down But Long-Term Growth Remains Intact on April 17th
7. IBM Earnings Preview: Revenues To Decline As Business Environment Remains Challenging on April 16th
8. Nokia’s $16.6 Billion Acquisition Of Alcatel-Lucent Explained on April 16th
9. Seagate Earnings Preview: Low Consumer Electronics Product Sales Could Offset Growth In Enterprise Storage on April 16th
10. Symantec Contemplating Sale of Its Information Management Business on April 15th
11. Akamai Takes Strategic Steps With Focus On Video on April 15th
12. Impact Of Changing Trends In Business Analytics Industry On Qlik on April 15th
13. Weak Desktop Sales Impact Intel’s Q1’15 Earnings; Data Center, IoT & NAND Witness Double Digit Growth on April 15th
14. A Closer Look At Tableau’s Customer Base Growth on April 14th
15. Travelzoo Q1 2015 Earnings Preview: Hotel Booking Might Recover Slightly, While Other Divisions Remain Weak on April 14th
16. Will Spinning-Off Its Chip Business Be A Good Move For Qualcomm? on April 14th
17. AMD’s Q1’15 Earnings To Be Impacted By PC Weakness & Seasonal Decline In Its Semi-Custom Business on April 14th
18. Nokia May Sell Map Unit As It Looks To Acquire Alcatel-Lucent on April 14th
19. Weekly Online Travel Agency Notes: Priceline, Expedia, TripAdvisor on April 13rd
20. SanDisk Earnings Preview: Subdued SSD Sales And Falling Prices Could Impact Q1 Earnings on April 13rd

Financial Services

1. Why Bank of America’s Lukewarm Q1 Results Are Not Cause For Concern on April 17th
2. Discover Earnings Preview: Loan Segment To Grow Backed By Strong U.S. Economy on April 17th
3. Strong Gains Across Segments Help Goldman Post Strong Results on April 17th
4. BlackRock’s Towering ETF Presence Justifies $390 Share Price on April 17th
5. U.S. Bancorp Has Decent Q1 Despite Interest Income Headwinds on April 16th
6. JPMorgan Posts Strong Q1 Results On The Back Of Debt Trading Gains on April 16th
7. Morgan Stanley’s Wealth Management Business: Past, Present And Future on April 15th
8. American Express Earnings Preview: Moderate Volume Growth, Regulatory Pressures To Continue on April 15th
9. Elevated Employee Costs Weigh On Wells Fargo’s Performance For Q1 on April 15th
10. European Banking Notes: Deutsche Bank, HSBC and Credit Suisse on April 14th
11. U.S. Banking Weekly Notes: BNY Mellon, Goldman Sachs and Wells Fargo on April 13rd
12. Wells Fargo’s Investment Banking Fees Should Make Up For Shrinking Interest Margins In Q1 on April 13rd
13. Charles Schwab Earnings Preview: Low Trading Activity Through Q1’15 on April 13rd

Consumer

1. Currency Tailwinds Help Unilever Post Strong Q1 Results on April 17th
2. Scenarios That Can Impact Keurig Green Mountain’s Stock on April 17th
3. Kimberly-Clark’s Push For Alternative Raw Materials Kills Two Birds With One Stone on April 16th
4. Costco’s International Expansion Plans Will Boost Growth on April 16th
5. Scenarios That Can Impact GameStop’s Stock on April 16th
6. Strong Footing And Easter Shift Propel L Brands’ March Sales on April 15th
7. Price Hikes and Currency Tailwinds to Drive Unilever’s Growth in Q1 on April 14th
8. These Three Scenarios Could Significantly Impact Daimler’s Valuation on April 14th
9. These Scenarios Could Significantly Impact Tata Motors’ Valuation on April 14th
10. Why GM Will Make The 2016 Cruze In Mexico on April 13rd
11. Three Scenarios That Can Impact Starbucks’ Stock on April 13rd
12. Ford Betting On China’s Love For Luxury Cars To Raise Its Profits on April 13rd

Media & Telecom

1. Weekly Media Notes: Game of Thrones Ratings, News Corp Amazon Deal And Media Networks Guarantees To Advertisers on April 17th
2. Weekly Pay-TV Notes: Dish Adds Netflix, Netflix Soars After Earnings, DirecTV Adds More Streaming Content on April 17th
3. Weekly U.S. Carrier Notes: AT&T, Verizon And Sprint on April 17th
4. China Mobile Earnings Preview: 4G User Adds, Profitability In Focus on April 17th
5. Netflix Q1 Earnings: The Stock Soars As Subscriber Numbers Impress on April 16th
6. Disney’s Broadcasting Operations Will Benefit From The Growth In Non-Advertising Income on April 16th
7. News Corp: HarperCollins And Amazon Ink A Multiyear Publishing Deal on April 15th
8. What Can Move Time Warner’s Stock Higher? on April 13rd
9. Netflix Earnings Preview: Subscriber Growth Accompanied By Pressure On International Margins on April 13rd
10. Asset Transfer To China’s First Joint Telecom Tower Company On Fast Track on April 13rd

Industrials & Transportation

1. Delta’s Profits Surge, Plans To Cut International Capacity To Improve Margins on April 17th
2. Scenario Analysis: How Will United’s Price Move Under Different Scenarios on April 17th
3. GE Earnings Preview: Oil & Gas Expected to Remain Slow, Aviation, Healthcare and Transportation to Push Overall Growth on April 16th
4. Capacity Expansions Will Continue To Drive Delta’s Results Despite Weak Unit Revenue on April 15th
5. CSX Earnings: Profit Rises On Fuel Price Decline on April 15th
6. Delta’s Long-Term Focus on China on April 13rd
7. Airlines Week In Review: American, United, Southwest, JetBlue Announce Traffic Results For March on April 13rd
8. Honeywell Earnings Preview: Revenues Likely To Be Weak on April 16th

Energy & Utilities

1. Weekly Oil & Gas Notes: Petrobras’ March Production and Financial Results Announcement on April 17th
2. Expect A Sharp Decline In Baker Hughes’ Q1 Numbers As Rig Activity Plummets on April 17th
3. Schlumberger’s Tough Q1 Numbers Set The Tone For A Difficult Year Ahead on April 17th
4. Halliburton Q1 Preview: North American Unconventionals Exposure Will Prove A Liability on April 16th
5. Schlumberger Q1 Preview: International Focus Should Soften Blow From The U.S. Land Market on April 13rd
6. Weekly Oilfield Services Notes: U.S. and International Rig Counts, Halliburton’s Divestitures on April 13rd

Basic Materials

1. The Potential Impact Of The Reintegration Of U.S. Steel Canada On U.S. Steel’s Stock Price on April 15th
2. A Scenario That Could Negatively Impact Rio Tinto’s Stock Price on April 14th
3. Two Scenarios That Could Boost Silver Wheaton’s Stock Price on April 13rd

Health Care

1. Intuitive Surgical Earnings Preview: Unit Sales and Procedural Volumes to Continue to Grow on April 17th
2. Nevermind Currency Impact, Johnson & Johnson Is Responding To Other Challenges Reasonably Well on April 15th
3. UnitedHealth Earnings Preview: Open Enrollment Period To Drive Results on April 15th