Trefis: Highlights Week Ending 10 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 69 top stories this week:

Technology (24 articles)

• Apple, 3 articles (4, 14, 24)
• Microsoft, 2 articles (3, 21)
  
• Qualcomm, 2 articles (12, 23)

Consumer (20 articles)

• Walgreens, 3 articles (2, 13, 14)
• Ford, 2 articles (11, 16)
• Pepsico, 2 articles (3, 9)
  

Media & Telecom (9 articles)

• Disney, 3 articles (2, 5, 8)
• Comcast, 2 articles (6, 7)

Energy & Utilities (4 articles)

Industrials & Transportation (4 articles)

Basic Materials (3 articles)

• Alcoa, 2 articles (4, 5)

Health Care (3 articles)

Financial Services (2 articles)

All 69 investment stories this week are listed below.

Technology

1. ODM Storage Vendors Gain Share From Giants: EMC, HP, IBM, NetApp Lose Market Presence on July 10th
2. How Cree’s Acquisition Of APEI Will Help Its Power & RF Division To Unlock Its Full Value ? on July 10th
3. What Is the Significance of Job Cuts at Microsoft’s Phone Division? on July 10th
4. Why Investors Shouldn’t Be Too Concerned About Recent Reports On Apple Watch Sales on July 10th
5. Here’s How Chinese Expansion And Other Strategies Could Impact LinkedIn’s Stock on July 9th
6. SAP Kills Two Birds With One Stone, Integrating Predictive Analytics with Big Data & IoT on July 9th
7. Here’s Why We Have Valued Groupon’s Stock At $7.46 on July 9th
8. Priceline Invests In Brazil’s Hotel Urbano, Shortly After Expedia’s Investment In Decolar: Why Is LATAM On The OTA Leaders’ Radars? on July 9th
9. With PublicEngines And Wynyard, Motorola Looks To Curb Competition And Increase Service Revenues on July 9th
10. U.S. Digital Advertising Landscape And Key Players (Part 2) on July 8th
11. AMD’s Revised Q2’15 Guidance Does Not Necessarily Confirm Its Long-Term Failure on July 8th
12. China Economic Uncertainty Looming Over Qualcomm on July 8th
13. Here’s Why Facebook’s Expenses Are Soaring on July 8th
14. Why Apple Should Be Taking Its Mobile Ad Business More Seriously on July 8th
15. U.S. Digital Advertising Landscape And Key Players (Part 1) on July 7th
16. Here Are The Key Challenges Impacting Baidu on July 7th
17. Mid-Year Review: Tableau Goes From Strength To Strength on July 7th
18. Here’s Why We Believe That Micron Is Worth $25 on July 7th
19. Samsung’s Weak Q2 Guidance Increases Uncertainty Around Its Smartphone Revival on July 7th
20. Texas Instruments Launches Lowest Power RF Synthesizer, Enhancing Its Offering on July 6th
21. How Does Microsoft Benefit From Exiting Display Ads Business? on July 6th
22. Qlik’s Strategy Of Improving Enterprise-Grade Capabilities Is Starting To Pay Off on July 6th
23. Qualcomm Targets The Internet of Things Sector Full Force on July 6th
24. Examining Apple’s Low P/E And How It Could Go Higher on July 6th

Consumer

1. Has Optimism Been Guiding Home Depot And Lowe’s To Glory? on July 10th
2. Walgreens Comfortably Beats Q3 Bottom Line Expectations, Cost Control To Be A Key Focus Area on July 10th
3. PepsiCo Earnings Review: Snacks And Beverages Make A Good Marriage? on July 10th
4. Best Buy Continues to Add Stores-Within-a-Store For Better Space Utilization on July 9th
5. Two Scenarios That Can Impact Aeropostale’s Valuation Significantly on July 9th
6. Here’s Why Diageo Could See Better Days Going Forward on July 9th
7. How NIKEiD Is Helping Nike’s Push For Greater Profits on July 8th
8. Why We Expect Ann’s EBITDA Margins To Decline No Further on July 8th
9. PepsiCo Mid-Year Earnings: What To Expect? on July 8th
10. Factors Threatening Guess’s Near Term Growth on July 7th
11. Ford Looks Set To Have A Strong Second Half In 2015 on July 7th
12. Two Scenarios That Can Impact L’Oreal’s Valuation In Opposing Ways on July 7th
13. Walgreens Earnings Loom: Cost-cutting Measures and Favorable Sales Mix Likely Improved Margins on July 7th
14. Here Are Three Factors That Can Have A Sizeable Impact On Walgreens’ Stock Price on July 6th
15. Casino Notes: Macau June Gaming Revenues Plunge 36% on July 6th
16. Another Look: Some Facts Investors Might Have Missed In Ford’s May Sales Numbers on July 6th
17. How A Slower-Than-Expected Expansion Can Impact Urban Outfitters’ Value on July 6th
18. Philip Morris: Future Prospects and Pressure From Headwinds on July 6th

Media & Telecom

1. Even With Ratings Pressure, There Is An Upside Potential To Time Warner If This Event Is Triggered on July 10th
2. Weekly Media Notes: Disney’s Maker Acquires Instafluence, Fox Sports Ratings And More on July 10th
3. Can Retail Drive The Growth For Viacom’s Consumer Products Business? on July 8th
4. Dish Might Find It Harder To Acquire Future Spectrum, Limiting Stock’s Potential Upside on July 7th
5. Weekly Media Notes: Disney’s Consumer Products And Interactive Merger, CBS-AT&T Carriage Deal And More on July 6th
6. Weekly Pay-TV Notes: Court Sets Accelerated Net Neutrality Complaints Timeline, Comcast’s NBC Loses Miss USA and Miss Universe on July 6th
7. Expected Improvement In NBC’s Performance Will Reduce Comcast’s Risk on July 6th
8. Disney’s Shanghai Project Will Drive International Resort And Theme Park Operations In Coming Years on July 6th
9. Ericsson Cuts 2,200 Jobs To Save Over $1 Billion by 2017, Improve Networks Margins on July 6th

Energy & Utilities

1. Solar Weekly Notes: First Solar’s Record PPA, Higher R&D Spending, Yingli’s Debt Woes on July 10th
2. Why Duke’s International Business Is Extremely Important To The Company on July 7th
3. Anadarko Petroleum Revised To $85 Per Share on July 7th
4. How Does The Settlement Agreement Impact BP’s Valuation? on July 6th

Industrials & Transportation

1. DOJ’s Investigation Will Not Have Long-Term Impact On The US Airlines on July 8th
2. A Comprehensive Look At Lockheed Martin’s Hybrid Airships on July 8th
3. Pressure On Delta’s Unit Revenue Will Be Partially Offset By Lower Fuel Costs on July 8th
4. GE-Alstom Deal: GE Willing To Make Concessions As EU Commission Raises Antitrust Concerns on July 6th

Basic Materials

1. Alcoa Q2 Earnings Review: Productivity Improvements And Value-Added Businesses Offset Impact Of Weak Aluminum Pricing on July 9th
2. Trends Driving Our $20 Price Estimate For U.S. Steel on July 8th
3. Alcoa Q2 Earnings Preview: Productivity Improvements To Offset Impact Of Weak Aluminum Pricing on July 6th

Health Care

1. How Abbott Sees Potential Gains In Boosting Mylan In Perrigo Takeover Fight ? on July 10th
2. Investors Are Likely To Focus On ‘What’s New’ During Johnson & Johnson’s Second Quarter Earnings on July 10th
3. Why We Are Ahead On Merck on July 9th

Financial Services

1. Exchange Operators Monthly Note: June Trading Volumes For CME, NASDAQ OMX, ICE on July 10th
2. European Banking Weekly Notes: HSBC, RBS and Deutsche Bank on July 6th