Trefis: Highlights Week Ending 14 August 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 44 top stories this week:

Technology (22 articles)

• Symantec, 2 articles (10, 21)
  

Consumer (8 articles)

• Altria, 2 articles (2, 8)

Media & Telecom (6 articles)

Financial Services (5 articles)

Energy & Utilities (1 article)

Basic Materials (1 article)

Health Care (1 article)

All 44 investment stories this week are listed below.

Technology

1. Weak Foundry Spending Impacts Applied’s Q3’15 Earnings, Though Major Technology Inflections Will Drive Growth on August 14th
2. Should Oracle to Divest Parts of Its Hardware Business? on August 14th
3. Revising Lexmark Price to $37 Per Share on August 14th
4. Monster’s Business Could Turnaround In The Coming Future on August 14th
5. Samsung Galaxy Note 5 And The Case For Lower Device Pricing on August 14th
6. While Alibaba’s Growth Has Slowed Down, Its Long-Term Outlook Has Not Changed on August 13rd
7. Here’s Why We Have Reduced Our Price Estimate For Twitter To $38 on August 13rd
8. Zynga Posts Solid Earnings In The Second Quarter, But User Base Decline Dissapoints on August 12nd
9. Cree’s Q4’15 Earnings Review: Restructuring Efforts Can Reignite Growth In Fiscal 2016 on August 12nd
10. Blockbuster Veritas Sale Claims Symantec’s Q1 Revenues as Collateral Damage on August 12nd
11. Why You Shouldn’t Lose Sleep Over The Tech Boom on August 12nd
12. Explaining The Recent Apple Sell-Off And How The Stock Can Recover on August 12nd
13. IBM Acquires Merge Health To Supplement Watson Healthcare on August 11st
14. Cable Networks Will Continue To Drive Fox’s Growth, Albeit At A Slower Pace on August 11st
15. Here Are The Key Positives And Negatives From Groupon’s Q2 Earnings Report on August 11st
16. New Alphabet For Google on August 11st
17. Here’s The Reason Behind Salesforce’s Declining Gross Margin on August 10th
18. Why We Believe Tableau’s Stock Is Worth $111 on August 10th
19. Why We Believe Qlik’s Stock Is Worth $40 on August 10th
20. Revising Adobe Price to $80 on August 10th
21. Growth in DLP and Endpoint Protection May Not be Enough to Lift Symantec’s Revenues in Q1on August 10th
22. Could Verizon’s Move To Nix Subsidies Hurt Apple? on August 10th

Consumer

1. How Premium Automakers Are Faring In A Slower Chinese Market on August 14th
2. Altria In The U.S. Tobacco Industry – A Porter’s Five Forces Analysis on August 14th
3. Estee Lauder’s Growth Story Is Expected To Continue In The Fourth Quarter Of Fiscal 2015 on August 13rd
4. Why Abercrombie & Fitch’s International Expansion Makes Sense Despite Europe Concerns on August 12nd
5. Currency Headwinds Will Be A Drag On Hyatt’s EBITDA In The Near Term on August 12nd
6. Keurig Green Mountain Q3 2015 Earnings: Stock Plunges On Weak Brewer Sales & Lowered Guidance on August 11st
7. Tata Motors Earnings Review: Will The Gloom For Jaguar Land Rover In China End Soon? on August 11st
8. Are Tobacco Houses On Their Way To Hitting A Tipping Point Anytime Soon? on August 10th

Media & Telecom

1. Weekly Pay-TV Notes: Comcast’s Universal Studios Set To Dominate Weekend With Straight Outta Compton, Netflix To Stream Christopher Guest’s Mascots on August 14th
2. News Corp Q4 Earnings: Book Publishing Leads Growth Even As News And Information Services Continue To Decline on August 13rd
3. Cisco Reports Solid Earnings, Pushing Security To Sustain Business Growth on August 13rd
4. NFL Coverage And Political Spending Will Aid CBS’ Growth In The Near Term on August 11st
5. Why We Are Revising Our Price Estimate For Time Warner Cable To $198 on August 10th
6. Weekly Media Notes: Massive Selloff In Media Stocks Amid Renewed Concerns of Cord Cuttingon August 10th

Financial Services

1. Q2 2015 U.S. Investment Banking Round-Up: Total Trading Revenues on August 14th
2. Q2 2015 U.S. Investment Banking Round-Up: FICC Trading on August 13rd
3. Q2 2015 U.S. Investment Banking Round-Up: Equity Trading on August 12nd
4. What Lies Ahead For Prudential After Upbeat Q2 Performance? on August 11st
5. Q2 2015 U.S. Investment Bank Round-Up: Debt Origination on August 10th

Energy & Utilities

1. Cost-Cutting Initiatives Drive Transocean’s 2Q Earnings, Outlook Remains Weak As Backlog Continues To Decline

Basic Materials

1. Silver Wheaton’s Q2 Earnings Review: Lower Precious Metal Prices Weigh On Results As Potential Tax Reassessment Creates Uncertainty on August 13rd

Health Care

1. Does J&J’s Submission Of Supplemental New Drug Application For Olysio Warrant A Change In J&J’s Valuation? on August 13rd