Trefis: Highlights Week Ending 29 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 90 top stories this week:

Consumer (34 articles)

• Gamestop, 3 articles (9, 12, 25)
• Abercrombie, 2 articles (10, 24)
• Costco, 2 articles (6, 26)
  
• Ford, 2 articles  (11, 22)

Technology (22 articles)

• Activision, 2 articles (11, 21)
• Electronic Arts, 2 articles (11, 21)
• Salesforce 2 articles (1, 14)
  

Financial Services (12 articles)

Media & Telecom (8 articles)

• Netflix, 2 articles (5, 6)
  

Industrials & Transportation (5 articles)

• CSX, 2 articles (2, 4)
  

Energy & Utilities (3 articles)

Basic Materials (3 articles)

Health Care (3 articles)

All 90 investment stories this week are listed below.

Consumer

1. Large Demand For SUVs Bodes Well For Lear’s Seating Business on May 29th
2. Monthly Notes On Restaurant Industry: McDonald’s & Dunkin’ Brands on May 29th
3. The Week That Was: Coca-Cola And PepsiCo on May 29th
4. The Month That Was: Automotive Stocks on May 29th
5. The Rise of Personal Care in Unilever’s Portfolio on May 29th
6. Costco Meets Earnings Estimates; Sales Growth Remains Slow on May 29th
7. How A Weak Japanese Economy And Weak Yen Can Hurt Toyota on May 29th
8. Success of The Giga Factory Can Unlock Tremendous Value For Tesla on May 29th
9. Monthly Notes On Gaming Industry: Electronic Arts & GameStop on May 29th
10. Abercrombie & Fitch Rises On Latent Signs Of Recovery on May 29th
11. Why Ford Is Right In Choosing Not To Reboot This Mid-Size Truck For The U.S. Auto Market on May 29th
12. GameStop’s Q1 2015 Earnings Review: Strong Digital Growth and Robust Software Sales Drive Top-line Growth on May 29th
13. The Pain May Not Be Over For Coach Yet on May 29th
14. What Factors Can Drive Las Vegas Sands’ Stock Price? on May 28th
15. Lululemon Can Ride This Wave To Get The Stock Out Of Its Two-Year Slump on May 28th
16. What Would A Ban On Menthol Cigarettes Mean For Altria? on May 28th
17. Can Anheuser Achieve More Growth In The U.S.? on May 28th
18. What Honda Is Doing To Overcome The Slowdown In The Chinese Auto Market on May 28th
19. Why GM Cannot Afford To Ignore Cadillac Any More on May 28th
20. How Successful Endorsement Deals Can Propel Under Armour To Great Heights on May 28th
21. How Growing China Businesses Benefits Nike on May 28th
22. Incomplete Recovery of F-150 Sales Can Hurt Ford In The Long Run on May 28th
23. Soda Makers Wonder: Where Could Growth In U.S. Come From? on May 28th
24. Abercrombie & Fitch’s Business Transition Will Weigh On Its Q1 Results on May 27th
25. Declining Video-Game Hardware Demand To Offset Growth In Software Sales For GameStop In Q1 2015 on May 27th
26. Costco Earnings Preview: Low Gas Prices & Currency Headwinds Expected To Slow Down Growth on May 27th
27. Tata Motors Earnings Review: Profits Decline At Both Jaguar Land Rover And The Standalone Business on May 27th
28. The Strong U.S. Dollar Is Weighing On Harley-Davidson’s Financials on May 27th
29. Gap Inc Earnings: Premium Brands Revival Efforts Not Enough To Energize 2015 Outlook on May 26th
30. Will Menthol Cigarettes Become Uncool In The U.S.? on May 26th
31. Weekly Notes On Coffee Industry: Starbucks & Keurig Green Mountain on May 26th
32. Aeropostale Crashes Yet Again On Weaker-Than-Expected Results And Guidance on May 26th
33. Best Buy’s Net Profit Falls On Restructuring, As Underlying Business Remains Strong on May 26th
34. Ann Outlines Growth Areas Following Lackluster Q1 Results. on May 26th

Technology

1. Weekly Software Review: Salesforce, Symantec, Oracle on May 29th
2. Licensing Fees And Sequels Will Drive Fox’s Studio Operations In The Coming Years on May 29th
3. Impact Of Changing Trends In Business Analytics Industry On Tableau on May 29th
4. Nvidia Aims To Develop The Android Gaming Market With Its SHIELD Set-Top Box, Which Is Now Available For Sale on May 29th
5. EMC Shells Out $1.2 Billion, Enhances Cloud Capability With Virtustream Acquisition on May 28th
6. Here’s Why We Have Changed Our Outlook On Zynga on May 28th
7. Seagate PC And Notebooks Division In Focus: Unit Sales To Pick Up In Late 2015 on May 28th
8. These Scenarios Could Impact Facebook’s Stock on May 28th
9. Nokia Networks Buys Eden Rock To Boost SON Capabilities on May 28th
10. Apple: Too Big To Grow? on May 28th
11. What If Electronic Arts & Activision Develop Skill-Based Games For Las Vegas Casinos? on May 27th
12. In The Wake Of The Expedia-Ctrip Alliance, Priceline Further Increases Investments In Ctrip on May 27th
13. Factors That Can Significantly Increase Our Valuation For Broadcom on May 27th
14. Here’s Why a Takeover of Salesforce May Not Materialize on May 27th
15. Here’s Why We Think Twitter Will Be Fairly Valued At $48.37 on May 27th
16. Here’s Why We Have Changed Monster Worldwide’s Price Estimate To $6.41 on May 27th
17. Skill-Based Slot Machines To Provide A Win-Win Situation For Casinos & Gaming Industry on May 26th
18. Sina’s Recent Results Were Driven By Weibo As Core Business Continues To Face Challengeson May 26th
19. Expedia Sells Its Majority Stake In eLong And Enters Into An Alliance With Ctrip on May 26th
20. Qualcomm And Daimler Announce Strategic Collaboration To Develop In-Car Tech on May 26th
21. Weekly Notes On Gaming Industry: Electronic Arts & Activision Blizzard on May 26th
22. Paychex Should Benefit From Continued Improvement In The U.S. Job Market on May 26th

Financial Services

1. Low Trade Volumes Continue Through April For E*Trade on May 29th
2. Q1 2015 U.S. Banking Review: Loan-To-Deposit Ratio on May 29th
3. How Much Will RBS Pay FHFA To Settle Mortgage Lawsuit? on May 29th
4. BlackRock, Vanguard Post Big Gains From Record ETF Inflows While State Street Loses Its Way on May 28th
5. Taking Stock Of How Much Banks Have Paid For Settling Forex Manipulation Charges on May 28th
6. NASDAQ OMX Reports Sluggish Volumes For U.S. Trading, European Volumes Continue To Impress on May 27th
7. Q1 2015 U.S. Banking Review: Total Loan Portfolio on May 27th
8. Trade Volumes Decline, Asset Bases Rises For Charles Schwab In April on May 26th
9. Q1 2015 U.S. Banking Review: Mortgage Originations on May 26th
10. Mild Growth In Asset Base, Trade Volumes For TD Ameritrade In April on May 26th
11. European Banking Weekly Notes: UBS, HSBC and Deutsche Bank on May 26th
12. BNY Mellon Finally Clears Its Forex-Related Legal Backlog With $180 Million Settlement on May 26th

Media & Telecom

1. Weekly Media Notes: Disney’s Variable Ticket Prices For Theme Parks, HBO Now On Android And Viacom – Mediacom Carriage Deal on May 29th
2. Our Thoughts On The Time Warner Cable-Charter Merger on May 27th
3. Scenarios That Could Impact Juniper’s Stock Price on May 27th
4. Scenarios That Could Impact Ericsson’s Stock on May 27th
5. Netflix Price Estimate Revised to $549 Based On International Expansion Potential on May 26th
6. China Makes Sense For Netflix, But It Won’t Be Easy on May 26th
7. BlackBerry’s Latest Round Of Job Cuts Do Little To Address Its Real Problem on May 26th
8. Weekly Pay-TV Notes: Altice Woos TWC; Sling TV’s New Android TV App; Comcast Signs New Interconnection Deal, Pays Dividend on May 26th

Industrials & Transportation

1. Potential Sikorsky Spin Off Could Be Good News For UTC on May 28th
2. Coal and Fuel Could Temper CSX’s Growth on May 28th
3. How Oil Price Movement Could Impact Caterpillar’s Stock on May 28th
4. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on May 26th
5. Deere Earnings Review: Stock Higher On Earnings Despite Weaker Outlook on May 25th

Energy & Utilities

1. How Various Oil Price Scenarios Could Impact Transocean on May 29th
2. Estimating The Impact Of Different Oil Price Scenarios On Large U.S. Independents on May 29th
3. 3 Key Trends Driving Our $11 Per Share Price Estimate For Petrobras on May 27th

Basic Materials

1. A Look At Rio Tinto’s Oyu Tolgoi Copper Mine on May 28th
2. ArcelorMittal Maintains Strategic Thrust On Automotive Steel With Announcement Of Indian MoU on May 27th
3. Why Barrick Is Selling The Cowal Mine on May 26th

Health Care

1. Is A Big Acquisition Is Due For Pfizer? on May 28th
2. Catalysts For Bristol-Myers Squibb’s Stock on May 27th
3. Boston Scientific Reports Positive Clinical Trial Results For Its Lotus Valve System on May 26th