Trefis: Highlights Week Ending 15 May 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 71 top stories this week:

Consumer (22 articles)

• Wal-Mart, 3 articles (1, 6, 19)
  
• Ann Taylor, 2 articles (12, 20)
• Ralph Lauren, 2 articles (3, 21)

Technology (19 articles)

• AMD, 2 articles (11, 16)
• AOL, 2 articles (9, 17)
• Applied Materials, 2 articles (2, 11)
  
• Symantec, 2 articles (1, 10)
  

Financial Services (10 articles)

Media & Telecom (9 articles)

• DirecTV, 3 articles (1, 2, 8)
• AT&T, 2 articles (1, 8)
• Cisco, 2 articles (4, 9)
  
• Dish, 2 articles (1, 5)

Industrials & Transportation (4 articles)

• Alaska Air, 2 articles (1, 3)

Health Care (3 articles)

Energy & Utilities (2 articles)

Basic Materials (2 articles)

All 71 investment stories this week are listed below.

Consumer

1. Wal-Mart China Seeks Redemption With Alipay Partnership on May 15th
2. Urban Outfitters Earnings Preview: Moderate Topline Growth Expected on May 15th
3. Earnings Review: Ralph Lauren Delivers Better Than Expected Fourth Quarter on May 15th
4. Who Will Gain Most From The Large SUV/Crossover Demand In The U.S.? on May 14th
5. Easter Shift Hurts L Brands’ April Results, But It Raises Q1 Guidance on May 14th
6. Why Sam’s Club Revenue Per Square Foot Is Likely To Increase Going Forward on May 14th
7. These Scenarios Could Significantly Lift Colgate-Palmolive’s Valuation on May 14th
8. The Story Repeats In Keurig’s Q2 Earnings Report, As Brewer Sales Disappoint on May 13rd
9. Why Is Walgreens Keen On Doing More Acquisitions? on May 13rd
10. Hyatt Posts Lower Earnings Amid Currency Headwinds But Outlook Positive on May 13rd
11. Easter Shift And Currency Headwinds Thump Gap Inc’s April Results on May 13rd
12. How Multichannel Retailing Is Pushing Ann Taylor’s Store Count Down on May 13rd
13. Three Factors That Could Positively Impact Philip Morris International on May 13rd
14. What Does The Reynolds-Lorillard Deal Mean For Altria? on May 12nd
15. Will Latin America Leave Diageo’s Glass Half Full? on May 11st
16. Hyatt Hotels: Expect Strong Growth In Americas Management Fees on May 11st
17. Revlon Faces A Setback In Q1 2015 Due To Currency Headwinds And Investment Initiatives on May 11st
18. Three Factors Which Will Increase Our Valuation For CVS By 30% on May 11st
19. Wal-Mart Canada Shops At Target; Gets 13 Stores on May 11st
20. Ann Taylor Reportedly In Talks With Golden Gate Capital For A Buyout on May 11st
21. Earnings Preview: Investments In Growth Initiatives Could Hurt Ralph Lauren’s Bottom Line on May 11st
22. Earnings Review: Tesla’s Small Improvements In Margin and Production In Q1 Might Be Too Small For 2015 Targets on May 11st

Technology

1. Flailing Consumer Security Segment Drags Down Symantec’s Revenues in Q4 on May 15th
2. Applied’s Q2 2015 Growth Driven By Increasing Semiconductor Demand And Technological Innovation on May 15th
3. Here Are The Key Triggers For Twitter’s Stock on May 14th
4. What Can Drive 21st Century Fox’s Stock Price? on May 14th
5. Factors That Can Increase Nvidia’s Valuation By More Than 25% on May 14th
6. Recent Cost Cutting Measures Could Lead Zynga To Profitability on May 14th
7. Three Scenarios Which Can Significantly Lower Our Valuation For AMD on May 13rd
8. Scenarios That Can Impact Lexmark’s Stock on May 13rd
9. AOL To Be Acquired for $4.4 billion By Verizon on May 12nd
10. Symantec’s Enterprise Segment Likely to be in Focus in Q4; Revenue Decline Expected to Continue on May 12nd
11. Applied Materials Growth To Remain On A Fast Moving Trajectory In Q2’15 on May 12nd
12. Factors Responsible For The Rise In Our Valuation Of Ctrip on May 12nd
13. These Scenarios Can Impact Monster Worldwide’s Stock on May 12nd
14. Yelp Strengthens Its Asia Business With Malaysia Expansion on May 12nd
15. Priceline Delivers Strong First Quarter But Gives Soft Guidance On Currency Headwinds on May 11st
16. AMD Highlights Its Strategy For Profitable Growth At Its Analyst Day Meet on May 11st
17. AOL Earnings: Third Party Ads Boost Revenues Yet Again on May 11st
18. Samsung Electronics Updates And What’s Driving Our $1,350 Price Estimate on May 11st
19. Smartphone Weekly Notes: iPhone Conquers China, BlackBerry Makes Up With T-Mobile on May 11st

Financial Services

1. Q1 2015 U.S. Banking Roundup: Price-To-Book Ratios on May 15th
2. Q1 2015 U.S. Investment Banking Round-Up: FICC Trading on May 14th
3. Q1 2015 U.S. Investment Banking Round-Up: Total Trading Revenues on May 14th
4. Q1 2015 U.S. Investment Banking Round-Up: Equities Trading on May 13rd
5. Q1 2015 U.S. Investment Banking Round-Up: Equity Underwriting on May 12nd
6. Q1 2015 U.S. Investment Bank Round-Up: Debt Origination on May 12nd
7. Manulife Sees Business Growth In Q1, Low Investment Returns Weigh On Earnings on May 11st
8. U.S. Banking Weekly Notes: BofA, JPMorgan, Goldman Sachs and Morgan Stanley on May 11st
9. Global Exchange Operators This Week: April Volumes For CME, NASDAQ, ICE on May 11st
10. European Banking Weekly Notes: HSBC and UBS on May 11st

Media & Telecom

1. Weekly Pay-TV Notes: AT&T-DirecTV Merger Review Set To Resume After Related Court Case Resolved; Dish Announces Q1 Results on May 15th
2. Factors That Could Potentially Trigger Movement In DirecTV’s Stock Price on May 15th
3. Weekly Media Notes: Amazon Prime, Disney Infinity 3.0 And Game of Thrones Piracy on May 15th
4. Cisco’s Q3 Results Beat Estimates On Solid Growth In Key Businesses on May 14th
5. Dish Q1 Earnings: Revenues Increase Despite Subscriber Losses on May 13rd
6. Verizon Targeting Digital Ad Business With AOL Buy on May 13rd
7. Lower Advertising And Higher Programming Costs Weighs Over CBS’ Q1 2015 Earnings on May 11st
8. Weekly Pay-TV Notes: Netflix Against AT&T-DirecTV Deal, Comcast And DirecTV Release Q1 Results on May 11st
9. Cisco Earnings Preview: Switching Sales, Gross Margins In Focus on May 11st

Industrials & Transportation

1. How Will Oil Prices Impact Alaska Air’s Valuation? on May 14th
2. Airlines Week In Review: American, United, Southwest, JetBlue Report Operating Results For April on May 13rd
3. Alaska Air To Operate Flights On Alcohol on May 13rd
4. Why Did US Airlines Deliver Record Profits in the Seasonally Weak First Quarter? on May 12nd

Health Care

1. Catalysts For Johnson & Johnson’s Stock on May 14th
2. Medtronic Notes: Launch of New Products In Focus on May 14th
3. Pfizer Continues To Strengthen Pipeline With Deals on May 13rd

Energy & Utilities

1. Petrobras Earnings Preview: Lower Oil Prices To Offset Higher Upstream Production, Thicker Downstream Margins on May 14th
2. First Solar Updates And What’s Driving Our $65 Price Estimate on May 11st

Basic Materials

1. Rio Tinto vs Vale: The Importance Of Geographical Proximity To China on May 13rd
2. Lower Precious Metal Prices Weigh On Silver Wheaton’s Q1 Results on May 11st