Trefis: Highlights Week Ending 03 July 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 56 top stories this week:

Consumer (15 articles)

• Volkswagen, 2 articles (5, 15)

Technology (12 articles)

• Oracle, 2 articles (1, 9)

Media & Telecom (9 articles)

• Netflix, 2 articles (5, 7)
• Time Warner, 2 articles (7, 9)
  

Financial Services (7 articles)

Industrials & Transportation (5 articles)

• Deere, 2 articles (2, 5)
  

Energy & Utilities (3 articles)

Health Care (3 articles)

Basic Materials (2 articles)

All 56 investment stories this week are listed below.

Consumer

1. American Eagle Outfitters’ EBITDA Margins Will Be Slow To Bounce Back on July 1st
2. Tesla’s Unique Position In The Car Market Is One Of Its Biggest Strengths on July 1st
3. How Are Wynn Resorts’ Domestic Casino Operations Trending? on July 1st
4. Can This Year’s TItle Line-up Boost GameStop’s Top-line Growth? on June 30th
5. Volkswagen’s China Stronghold Is Under Threat on June 30th
6. What Factors Can Drive Hyatt’s Stock Value? on June 30th
7. Here’s How P&G’s Brand Consolidation Program Could Backfire and Push Its Valuation Below $60 on June 30th
8. Altria: Opportunity In The Market For Marijuana? on June 30th
9. Scenarios That Might Impact QSR’s Valuation on June 30th
10. Coca-Cola And PepsiCo Should Be Eyeing Bottled Water Growth In Emerging Markets on June 30th
11. The Week That Was: Ann And L Brands on June 30th
12. GM Might Have Found A Way To Make Money Off Used Batteries on June 29th
13. CVS to Buy All of Target’s Pharmacy Stores — A Win-Win For Both on June 29th
14. Monthly Notes On Coffee Industry: Starbucks & Keurig Green Mountain on June 29th
15. Volkswagen: Turnaround In The U.S. Fortunes? on June 29th

Technology

1. These Scenarios Could Lift Our Valuation of Oracle by 30% on July 2nd
2. Why Qualcomm Has Ruled Against The Spin-Off Of Its Chip Business In The Offing? on July 2nd
3. Here Are The Key Factors Underlying Our Valuation For Sina on July 1st
4. While The PayPal Separation Will Close In July, We Maintain Our Price Estimate For eBay on July 1st
5. The Two Scenarios That Can Impact Constant Contact’s Valuation In Opposite Ways on June 30th
6. The Scenario That Can Significantly Impact VeriSign’s Valuation on June 30th
7. Why Is Lexmark Worth $42.48? on June 29th
8. Broadcom’s Strategic Collaborations In China Better Positions It To Leverage Growth In The Chinese TV Market on June 29th
9. Weekly Software Notes: Oracle on June 29th
10. What If Activision Puts An End To Call Of Duty Franchise? on June 29th
11. These Two Scenarios Can Significantly Increase Shutterfly’s Valuation on June 29th
12. Paychex Earnings Preview: Revenue Timing, Health Insurance Demand To Drive Top Line on June 29th

Media & Telecom

1. Why We Believe That The DirecTV-AT&T Merger Is Almost A Done deal on July 2nd
2. Sprint Mulls The End Of Unlimited Data; How Could It Impact The Stock? on July 2nd
3. Did BlackBerry’s Weak Q1 Numbers Strengthen The Case For A Sale? on July 2nd
4. Why Universal Studio Is Becoming Increasingly Important To Comcast’s Value? on July 1st
5. With Eye On the Future, Netflix Could Enter India In 2016 on July 1st
6. News Corp’s Print Media Will Continue To Decline, Though Other Segments Show Promise on June 30th
7. Weekly Pay-TV Notes: Netflix Splits Stock, Charter Tries To Impress FCC And TWC Subject Of First Net Neutrality Complaint on June 29th
8. Sirius XM’s Lawsuit Settlement Signals The Arrival Of The Inevitable on June 29th
9. The FCC Decision On First Net Neutrality Complaint Could Set Precedent on June 29th

Financial Services

1. Banks Pocket Handsome M&A Fees As Industry Witnesses Strongest Quarter Since The Downturn on July 2nd
2. Weak Debt Market Activity In Q2 Likely To Hit Origination Fees At Banks on July 2nd
3. Strong Growth In Follow On Offerings Boosts Equity Underwriting Volumes In Q2 on July 1st
4. Energy Derivatives Trading Not Enough To Offset Low Volumes For IntercontinentalExchange on July 1st
5. Ameritrade Releases Comprehensive Apple Watch App, Allows Trading On Wearable Device on June 29th
6. U.S. Banking Weekly Notes: JPMorgan, Capital One and Wells Fargo on June 29th
7. European Banking Weekly Notes: HSBC, Barclays and Deutsche Bank on June 29th

Industrials & Transportation

1. JetBlue’s Mint Service May Pose A Threat To Delta’s Expansion Plans In New York-JFK on July 2nd
2. Will Southwest Allow Delta To Operate At Dallas Love Field – Permanently? on June 30th
3. Is A Turnaround In Sight For Deere? on June 30th
4. Railroads Weekly Review: Norfolk Southern, CSX, Union Pacific on June 29th
5. Industrials Weekly Review: 3M, Caterpillar, Deere on June 29th

Energy & Utilities

1. What’s Driving Our Long-Term Forecast For Oil Prices? on June 30th
2. SunPower Could See Upside Through Higher Efficiencies, Inroads in China on June 30th
3. Chevron’s Nigerian Blocks Sale A Move In The Right Direction on June 29th

Health Care

1. Roche’s Expansion In Africa Is a Good Long Term Move, Though The Immediate Opportunity is Small on July 2nd
2. Vaccines Are Emerging As Pfizer’s USP on July 1st
3. Has Johnson & Johnson’s Stock Peaked? on June 30th

Basic Materials

1. Alcoa Closes Brazilian Smelter As Part Of Ongoing Portfolio Transformation Process on July 2nd
2. A Look At The Rigidity Of Silver Wheaton’s Cost Structure on June 29th