Trefis: Highlights Week Ending 23 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 136 top stories this week:

Consumer (40 articles)

• Chipolte Mexican Grill, 3 articles (1, 16, 38)
• GM, 3 articles (2, 26, 31)
• McDonald’s, 3 articles (1, 13, 38)
• Altria, 2 articles (8, 23)
• Coca Cola, 2 articles (14, 27)
• Dr. Pepper Snapple, 2 articles (7, 18)
  
• Dunkin’ Brands (1, 22)
• Harley Davidson, 2 articles (17, 36)
• Kimberley-Clark, 2 articles (11, 37)
• L’Oriel, 2 articles (25, 32)
• PepsiCo, 2 articles (6, 19)
• Proctor & Gamble, 2 articles (3, 21)
  

Technology (35 articles)

• Facebook, 3 articles (12, 18, 32)
• Microsoft, 3 articles (6, 20, 34)
• AAPL, 2 articles (17, 18)
• Amazon, 2 articles (4, 22)
• EMC, 2 articles (9, 29)
• F5, 2 articles (8, 27)
• Google, 2 articles (3, 24)
  
• Qualcomm, 2 articles (14, 31)
• Pandora, 2 articles (2, 23)
• SAP, 2 articles (13, 35)
• Texas Instruments, 2 articles (11, 33)
  
• Yahoo, 2 articles (16, 34)

Financial Services (16 articles)

• Travelers, 3 articles (7, 9, 13)
• BNY Mellon, 2 articles (3, 14)
• E*Trade, 2 articles (1, 10)
• Morgan Stanley, 2 atirlces (11, 14)
  
• TD Ameritrade, 2 articles (5, 15)

Industrials & Transportation (16 articles)

• Boeing, 2 articles (3, 12)
• Southwest, 2 articles (1, 13)
  
• United, 2 articles (2, 7)

Basic Materials (10 articles)

• Freeport-McMoRan, 3 articles (4, 5, 10)
• DuPont, 2 articles (6, 9)

Media & Telecom (10 articles)

• AT&T, 2 articles (4, 8)
• China Unicom, 2 articles (3, 9)
• Juniper, 2 articles (2, 7)
• Verizon, 2 articles (5, 10)

Energy & Utilities (5 articles)

Health Care (4 articles)

All 136 investment stories this week are listed below.

Consumer

1. Weekly Notes On Restaurant Industry: McDonald’s, Dunkin’ Brands, & Chipotle Mexican Grill on April 24th
2. Earnings Review: GM Had A Tough Q1 on April 24th
3. P&G Reports Moderate Q3 Results, Lays Out Future Growth Strategy on April 24th
4. Restaurant Brands International Earnings Preview: International Expansion Remains Priority on April 24th
5. Can Rite Aid’s Stock Go Higher? Here Are Three Factors That Can Do It on April 24th
6. Negative Currency Translations Overshadow PepsiCo’s Strong Organic Growth In Q1 on April 24th
7. Dr Pepper Earnings Review: Solid Growth Across Carbonated And Non-Carbonated Segmentson April 24th
8. Altria Q1 2015 Earnings Report: Growth In Core Areas, But Vapor Falters on April 24th
9. Lowe’s: Revised Price Estimate At $76 Against A Strong U.S. Economy on April 24th
10. Earnings Review: Under Armour Continues Its Strong Growth Story With Another Big Quarter on April 23rd
11. Kimberly-Clark Posts Strong Volume Growth and Margin Expansion in Q1 on April 23rd
12. Lear Pre-Earnings: Higher Content Per Vehicle To Boost Lear’s Top Line In Q1 on April 23rd
13. McDonald’s Q1 Earnings: Slower Recovery Efforts in Japan Hurts Comparable Sales on April 23rd
14. Coca-Cola Beats Consensus Estimates; Delivers Strong Growth In Q1 on April 23rd
15. Earnings Preview: Weak Yen, Rising Acura Sales Could Raise Honda’s Profits on April 22nd
16. Chipotle Mexican Grill Earnings: Pork Shortage Slows Down Comparable Sales Growth on April 22nd
17. Strategic Pricing By Competitors And Unfavorable Currency Impact Hurt Harley-Davidson’s Q1 Results on April 22nd
18. Dr Pepper Pre-Earnings: Expect Strong Organic Growth In The Domestic Market on April 22nd
19. PepsiCo Pre-Earnings: Organic Growth To Be Countered By Negative Currency Impact In Q1 on April 22nd
20. Starbucks Earnings Preview: Focus Shifts To Asian Markets on April 22nd
21. Long-Term Strategy in Focus in P&G’s Q3 Results on April 22nd
22. Dunkin’ Brands Earnings Preview: Weather Conditions Might Drive Down Customer Count on April 22nd
23. The Altria Group Q1 2015 Earnings Preview: Impacts Of The Economy and Innovation Will Drive Results on April 22nd
24. Even Early Easter Could Not Bring Gap Inc’s Premium Brands Out Of Their Slump on April 22nd
25. Riding On Currency Tailwinds And Strategic Alliances, L’Oreal Delivers A Healthy First Quarteron April 21st
26. Earnings Preview: GM Set To Report Higher Profits On The Back Of Accelerating SUV, Cadillac Sales on April 21st
27. Coca-Cola Pre-Earnings: Little To No Growth In Top Line As Coca-Cola Enters Its Transitional Year on April 21st
28. McDonald’s Earnings Preview: No Respite For The Burger Giant on April 21st
29. Continued Decline In Macau Gaming Will Weigh Over Las Vegas Sands’ Q1 Earnings on April 21st
30. Kraft Foods Q1 2015 Earnings Preview on April 21st
31. How GM Is Making Big Strides In The U.S. Auto Market This Year on April 20th
32. Weekly Beauty And Personal Care Notes: L’Oréal, Avon, Revlon on April 20th
33. Weekly Casino Notes: Macau Government Proposes To Restrict The Number of Mainland China Visitors on April 20th
34. 2015 Will Be A Transition Year For Honda on April 20th
35. Earnings Preview: Can Under Armour Continue Its Impressive Growth Story on April 20th
36. Harley-Davidson Pre-Earnings: U.S. Retail Sales Could Return To Strong Growth In Q1 on April 20th
37. Emerging Markets and Cost Savings to Drive Kimberly-Clark’s Performance in Q1 on April 20th
38. Chipotle Mexican Grill Earnings Preview: All Eyes On Comparable Store Sales Growth on April 20th
39. Price Consistency v. Discounts; Who Needs What? on April 20th
40. Philip Morris International Q1 2015 Earnings Report on April 20th

Technology

1. Weekly Notes On Gaming Industry: Electronic Arts & Activision Blizzard on April 24th
2. Pandora Falls On Wider Losses; Future Remains Grim on April 24th
3. Google Q1 Earnings: Ad Revenues Post Growth Once Again on April 24th
4. Amazon’s Stock Shoots Up On Solid Earnings on April 24th
5. Smartphone Weekly Notes: Apple, BlackBerry, Samsung on April 24th
6. Microsoft Earnings: Focus On Hardware Boosts Revenues, Lowers Profitability on April 24th
7. CREE’s Q3 ’15 Earnings Growth Driven By Lighting Revenue and New Products on April 24th
8. A Rebound In Million Dollar Deals Drive F5′s Growth In Q2’15 on April 24th
9. EMC Earnings Review: Core Storage Struggles As Emerging Storage, VMware Drive Top Line Growth on April 24th
10. VMware Earnings: Services Drive Growth As License Bookings Slow Down on April 24th
11. TI’s Q1’15 Earnings Impacted By Weak Demand And Currency Fluctuations on April 23rd
12. User Growth Accelerates On Facebook, Even While Currency Impacts Earnings on April 23rd
13. Currency Tailwinds and Cloud Business Lift SAP’s Q1 Results on April 23rd
14. Qualcomm Reports a Strong Q2’15 Marked By A Record Performance in QTL on April 23rd
15. Broadcom Reports A Strong Start To Fiscal 2015: Q1’15 Earnings Review on April 23rd
16. Yahoo Earnings: Monetization Continues To Elude The Company Even As Focus Shifts To Mobile on April 23rd
17. Apple’s Q2 Earnings Will Be All About China on April 23rd
18. Nokia’s HERE Sale: Apple, Facebook, Alibaba Join List Of Potential Suitors on April 23rd
19. Qlik Q1 Earnings Preview: Solid All-Round Growth Expected on April 22nd
20. Microsoft Earnings Preview: Cloud And Device Revenues In Focus on April 22nd
21. VeriSign’s Ongoing Marketing Efforts Might Boost First Quarter Growth on April 22nd
22. Amazon Pre-Earnings: Can Amazon Outperform This Quarter? on April 22nd
23. Pandora Earnings Preview: What We’re Watching on April 22nd
24. Google Earnings Preview:Will Advertising Revenue Grow? on April 22nd
25. IBM Earnings: Margins Improves Even As Revenues Decline on April 21st
26. Travelzoo Displayed Promising Signs Of Recovery In Q1 2015 on April 21st
27. F5’s Q2 ’15 Earnings Preview: 2015 To Be Another Year Of Strong Growth on April 21st
28. eBay Earning Preview: Expecting Marketplaces Segment To Under-Perform on April 21st
29. EMC Earnings Preview: Information Infrastructure Revenues Could Remain Subdued on April 21st
30. Seagate Q3 FY15 Earnings: Higher Profit Despite Missing On Revenue Guidance on April 21st
31. Qualcomm’s Q2 2015 Earnings Preview: Increasing Competition To Lower Guidance in 2015 on April 20th
32. Facebook Earnings Preview: While Top-Line Will Be Driven By Mobile Monetization, Profitability Could Face Some Pressure on April 20th
33. TI To See Continued Growth In Q1 2015 Backed By A Strong Analog & Embedded Portfolio on April 20th
34. Restructured Search Deal With Microsoft To Benefit Yahoo on April 20th
35. All Eyes on SAP S/4HANA and Cloud in SAP’s Q1 Results on April 20th

Financial Services

1. Low Trade Volumes, Flat Yields Limit E*Trade’s Top Line Growth on April 24th
2. Hartford Earnings Preview: Underwriting, Investments In Focus on April 24th
3. BNY Mellon Shares Jump As Improved Revenues And Lower Costs Boost Q1 Results on April 23rd
4. Despite Falling Earnings, Discover’s Loan Division Continues To Grow on April 23rd
5. TD Ameritrade Q2 FY’15 Earnings: Sluggish Trading Volumes, Flattish Yields Restrict Growth on April 22nd
6. NASDAQ OMX Earnings Preview: Technology And Market Data To Make Up For Sluggish Trade Volumes on April 22nd
7. Travelers’ Stock Drops As Q1 Profits Fall 21% on April 22nd
8. Credit Suisse’s Capital Ratio Shrinks In Q1 Despite Strong Operating Performance on April 22nd
9. Weekly Insurance Notes: Travelers, Manulife on April 21st
10. E*Trade Earnings Preview: Asset-Based Revenues To Drive Q1 Results on April 21st
11. Strong All-Around Performance Makes Q1 The Best Post-Recession Quarter For Morgan Stanley on April 21st
12. European Banking Notes: Deutsche Bank, HSBC and UBS on April 20th
13. Travelers Earnings Preview:Expect Business Growth, But Claims To Rise on April 20th
14. U.S. Banking Weekly Notes: BofA, BNY Mellon, Citigroup and Morgan Stanley on April 20th
15. TD Ameritrade Can Bank On Healthy Trading Metrics To Drive Earnings on April 20th
16. Citigroup Reins In Costs To Report Its Best Quarterly Performance Since The Recession on April 20th

Industrials & Transportation

1. Southwest’s Earnings Triple Backed By Strong Domestic Demand and Lower Fuel Costs on April 24th
2. United Beats Market’s Earning Estimate, Slightly Misses The Revenue Forecast on April 24th
3. Earnings Release: Higher Commercial Deliveries Boost Revenues At Boeing on April 24th
4. Lockheed Revises FY’15 Earnings Guidance in Light of Strong Q1 Performance on April 23rd
5. Currency Fluctuations May Hit American’s Earnings in 1Q15 on April 23rd
6. UPS Earnings Preview: Dimensional Weight Pricing To Complement E-Commerce Package Growth on April 23rd
7. United’s Capacity Restraint and Cost Cutbacks Will Enhance Its Margins on April 22nd
8. Aggressive Capacity Expansions May Be A Double-Edged Sword for Alaska Air on April 22nd
9. Caterpillar’s Earnings Preview: Earnings To Suffer Due to Mining And Crude Oil Weakness on April 22nd
10. Johnson Controls Earnings Preview: FX May Dampen ADT and Automotive Growth on April 22nd
11. Union Pacific Earnings Preview: Revenues Could Decline On Coal, Intermodal Shipments on April 22nd
12. Earnings Preview: Commercial Airplane Deliveries to Lift Boeing’s Revenues and Profits on April 21st
13. Capacity Additions and Lower Oil Prices to Lift Southwest’s Profits in 1Q15 on April 21st
14. 3M Earnings Preview: Foreign Exchange Headwinds In Focus on April 21st
15. Strong Industrial Performance at GE Boosts EPS to Beat Analysts Estimates on April 20th
16. Honeywell Earnings: Revenue Down On Friction Materials Divestiture, Foreign Exchange Headwinds on April 20th

Basic Materials

1. Barrick Gold Earnings Preview: Lower Gold Prices To Weigh On Q1 Results on April 24th
2. U.S. Steel Earnings Preview: Improved Market Conditions In U.S. And Cost Savings To Boost Q1 Results on April 24th
3. Cliffs Natural Resources Earnings Preview: Lower Iron Ore And Coal Prices To Weigh On Q1 Results on April 24th
4. Freeport-McMoRan Earnings Review: Lower Copper And Oil Prices Weigh On Q1 Results on April 24th
5. The Impact Of Unwinding Copper Financing Deals On Freeport-McMoRan on April 23rd
6. DuPont’s Earnings Decline On Lower Corn-Seed Sales, Stronger U.S. Dollar on April 22nd
7. Dow Chemical Earnings Preview: Margin Impact From Lower Oil Prices In Focus on April 21st
8. Newmont Mining Earnings Preview: Lower Gold And Copper Prices To Weigh On Q1 Results on April 21st
9. DuPont Earnings Preview: Lower Corn Seed Sales, Currency Headwinds To Weigh On Earnings Growth on April 20th
10. Freeport-McMoRan Earnings Preview: Lower Copper And Oil Prices To Weigh On Q1 Results on April 20th

Media & Telecom

1. Weekly Pay-TV Notes: Comcast-TWC Merger Called Off, Dish Signs Deal With The Weather Channel on April 24th
2. Juniper’s Stock Soars On Better Than Expected Q1 Earnings, Bullish Q2 Guidance on April 24th
3. China Unicom’s Q1 Earnings Decline On Increasing Competition, VAT Reforms on April 24th
4. AT&T’s Q1 Results: Rising “Next” Adoption, U-verse Gains Drive Top Line on April 24th
5. Verizon Reports Strong Q1 Earnings Amid Sluggish Subscriber Adds on April 22nd
6. China Mobile’s Q1 Profit Drops Even As 4G Subscribers Soar on April 22nd
7. Juniper Earnings Preview: Switching Sales, Cost Reductions In Focus on April 22nd
8. AT&T Earnings Preview: Rising “Next” Adoption, U-verse Subscriber Adds To Drive Top Line on April 21st
9. China Unicom Earnings Preview: Wireless Revenue, 4G Strategy In Focus on April 21st
10. Verizon Earnings Preview: Postpaid Subscriber Adds, Churn In Focus on April 20th

Energy & Utilities

1. BP Earnings Preview: Lower Oil Prices To Offset Higher Production on April 24th
2. Baker Hughes Swings To Q1 Loss On Lower Activity And Pricing Pressure on April 22nd
3. How Making A Dent In Rooftop Solar And China Could Result In A Significant Upside For First Solar on April 22nd
4. Duke Energy Is Well Positioned To Make Good On Its Solar Investments on April 21st
5. Key Takeaways From Halliburton’s Q1 Earnings And What Lies Ahead on April 21st

Health Care

1. Boston Scientific Earnings Preview: New Products To Drive Growth on April 24th
2. Abbott Labs Q1 2015 Earnings: Emerging Markets Drive Growth Across Divisions on April 24th
3. Intuitive Surgical Earnings: da Vinci Xi Continues To Drive Sales, Procedural Growth on April 23rd
4. Roche Earnings Preview: Cancer Drug Growth Will Be Offset By Legacy Declines And Adverse Currency Movement on April 21st