Trefis: Highlights Week Ending 26 June 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 81 top stories this week:

Technology (24 articles)

• Accenture, 2 articles (3, 20)
• AMD, 2 articles (9, 22)
  
• Cree, 2 articles (7, 22)
• Micron, 2 articles 3, 18)
  
• Qualcomm, 2 articles (6, 13)
• Texas Instruments, 2 articles (15, 22)

Consumer (20 articles)

• Bed Bath & Beyond, 2 articles (10, 20)
• Chipolte, 2 articles (6, 11)
• Nike, 2 articles (3, 17)
  

Media & Telecom (11 articles)

• Blackberry, 2 articles (6, 11)
• Comcast, 2 articles (8, 10)
• Dish Network, 2 articles (8, 9)
• Time Warner, 2 articles (1, 9)
  

Industrials & Transportation (8 articles)

Basic Materials (7 articles)

• Cliffs Natural Resources, 2 articles (4, 5)
• Vale, 2 articles (2, 7)
  

Financial Services (6 articles)

• UBS, 2 articles (3, 4)
  

Energy & Utilities (4 articles)

Health Care (1 article)

All 81 investment stories this week are listed below.

Technology

1. How Big Can The Amazon Web Services Business Grow In The Future? on June 26th
2. Accenture Earnings: Revenues Grow Amidst Decline In New Signings on June 26th
3. Micron’s Dismal Q3’15 Result Is A Temporary Setback, As Long-Term Growth Potential Remains Intact on June 26th
4. Nokia-Alcatel Lucent Deal Progressing Well As It Gets Department Of Justice Clearance on June 26th
5. Pandora’s Recent Moves For Its Business Sustenance on June 25th
6. Qualcomm In Venture With Chinese Chip Maker To Prevent Government Backlash on June 25th
7. Cree: What Does The LED Business Restructuring Mean For The Company ? on June 25th
8. Oracle Takes the Fight to Amazon With New Aggressively Priced Cloud Services on June 25th
9. AMD Is Better Off Keeping All Its Businesses Under One Roof on June 25th
10. Can New Entrants Disrupt ADP’s Operations ? on June 25th
11. Why Wouldn’t The China Online Travel Market Slow Down Anytime Soon? on June 25th
12. NetApp To Take On Big Vendors, Flash Storage Startups With Sub-$25K All-Flash Array on June 25th
13. Qualcomm Rumored To Acquire AMD, Deal Could Turn Out To Be A Significant Upside For Both The Companies on June 24th
14. Exploring Yahoo’s Base And Bull Case Scenarios on June 24th
15. Chip Industry Looking Forward To Texas Instruments’ Next Big Deal, Preferably In Analog on June 24th
16. These Two Scenarios Might Significantly Expand Expedia’s Valuation on June 24th
17. Activision Might Continue FPS Domination With New Black Ops Title on June 24th
18. Micron’s Q3’15 Earnings Preview: Technology Transition To Impact DRAM & NAND Output For 2015 on June 23rd
19. Here’s An Update On Twitter on June 23rd
20. Accenture Pre-Earnings: What We Are Watching? on June 23rd
21. What’s New At Seagate: The Smallest, Lightest 4TB External Hard Drive on June 23rd
22. Weekly Tech Update: AMD, NVDA, CREE, FFIV, TXN on June 22nd
23. How Airlines Are Trying To Thwart Air Ticket Sales Through OTAs And The Possible Ramifications on June 22nd
24. Electronic Arts’ Highlights At This Year’s E3 Event on June 22nd

Consumer

1. Under Armour Targets Connected Fitness To Continue Its March Forward on June 26th
2. Monthly Notes On Gaming Industry: Electronic Arts & GameStop on June 26th
3. Earnings Review: Nike Continues Its Strong Run on June 26th
4. Home Depot Could Be Winner In The Dotcom Segment on June 26th
5. Bottled Water Is A Potential Growth Category That Can’t Be Ignored on June 26th
6. Monthly Notes On Restaurant Industry: Chipotle Mexican Grill & McDonald’s on June 26th
7. Does The Declining U.S. Beer Trend Spell Doom For Brewers? on June 26th
8. What Honda Is Doing To Protect Its Margins Amid A Challenging FX Environment on June 25th
9. Bed Bath & Beyond: Q1 2015 Revenues Meet Estimates, Margins Lower Than Expected on June 25th
10. Not As Bad As It Seems For Harley-Davidson on June 25th
11. Is Chipotle’s Stock Undervalued? on June 25th
12. Unilever Turns to Online Sales to Expand Presence in China on June 24th
13. Toyota’s Lexus Strategy Seems To Be Paying Off on June 24th
14. Target Axing Employees At Headquarters To Reduce Expenses on June 24th
15. How Will Wal-Mart’s Shipping Pass Program Progress Against Amazon’s Prime? on June 23rd
16. Rite Aid Continues To Grow Store Sales, Maintaining Margins Despite Higher Expenses on June 23rd
17. Earnings Preview: Rising Costs Could Impede Nike’s Momentum This Quarter on June 23rd
18. La Boulange Closures Might Turn Out To Be A Positive Move For Starbucks on June 22nd
19. Who Stands To Gain From The E-Cigarette Phenomenon? on June 22nd
20. Earnings Preview: Bed Bath & Beyond – Margins Will Remain Under Pressure Due To Increasing Costs on June 22nd

Media & Telecom

1. HBO’s Original Programming Will Drive Time Warner’s Future Growth on June 26th
2. DirecTV-AT&T Merger: Some Questions Still Remain on June 26th
3. Weekly Media Notes: Disneyland California, Avatar 2 And HBO-Facebook Deal on June 26th
4. Watch Out For TWC-Charter Combo’s Post-Deal Debt Levels on June 25th
5. What Justifies A $700 Price Tag For Netflix? on June 24th
6. Falling Handset Sales, Slow EMM Software Ramp-Up Hurt BlackBerry’s Q1 Results on June 24th
7. With AOL In The Bag, What’s Next For Verizon? on June 24th
8. What Options Does Dish Have If T-Mobile Goes With Comcast? on June 24th
9. Weekly Pay-TV Notes: Verizon Won’t Buy Dish, Holt Made Permanent At NBC Nightly News And TWC Declares Dividend on June 23rd
10. Could T-Mobile Ditch Dish Network For Comcast? on June 22nd
11. BlackBerry Earnings Preview: Software Revenues And EZ Pass Conversions In Focus on June 22nd

Industrials & Transportation

1. Why Norfolk Southern’s Stock Is Declining on June 26th
2. The Tokyo Drift – Delta’s Loss Is American’s Gain on June 26th
3. Update: GE Capital Divestiture Continues At Good Pace on June 25th
4. JetBlue Focuses On West As United Moves East on June 24th
5. Aerospace Industry: Key Takeaways From The Paris Air Show on June 23rd
6. M&A, R&D, Centers Of Excellence Are Key Growth Drivers for 3M on June 23rd
7. Railroads Weekly Review: CSX, Union Pacific on June 22nd
8. Industrials Weekly Review: Caterpillar, Honeywell, Deere on June 22nd

Basic Materials

1. Changes To Zambian Mining Tax Regime A Boost For Barrick Gold’s Zambian Copper Mining Operations on June 26th
2. Base Metals IPO Unlikely To Generate Value For Vale Under Current Market Conditions on June 26th
3. DuPont Close To Another Transformational Milestone With Chemours Spin Off on June 25th
4. Cliffs Natural Resources: The Potential Impact Of A Sustained Increase in Steel Imports to the U.S. on June 25th
5. Cliffs’ Woes Are Externally Imposed Rather Than The Failings Of The Management on June 24th
6. Oil And Gas Division IPO Has Mixed Implications For Freeport-McMoRan on June 24th
7. The Potential Impact Of Easing Indonesian Nickel Export Restrictions On Vale on June 22nd

Financial Services

1. A Look At Hartford’s Homeowners’ Insurance Business on June 26th
2. Wells Fargo Eyes A Larger Share of U.S. Manufactured Home Lending Business on June 25th
3. European Banking Weekly Notes: Deutsche Bank, Barclays and UBS on June 22nd
4. Swiss Banks Likely To Continue Shoring Up Capital As SNB Proposes Higher Leverage Ratio Requirement on June 22nd
5. Brokerages Month In Review: Trade Volumes Fall Sequentially, Client Assets Continue To Riseon June 22nd
6. U.S. Banking Weekly Notes: JPMorgan, Goldman, Citigroup and State Street on June 22nd

Energy & Utilities

1. 3 Key Trends Weighing On Chesapeake Energy’s Valuation on June 26th
2. Oilfield Services Companies Are Betting On Re-Fracking. Will It Catch On? on June 23rd
3. Why Trina Solar Is Building Manufacturing Capacity In India on June 22nd
4. Weekly Oil & Gas Notes: Exxon’s Kearl Expansion Startup and BP-Rosneft Partnership on June 22nd

Health Care

1. What Does The Supreme Court’s Obamacare Ruling Mean For UnitedHealth? on June 25th