Trefis: Highlights Week Ending 28 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 55 top stories this week:

Consumer (21 articles)

• Abercrombie, 2 articles (8, 16)
• Guess, 2 articles (6, 12)

Technology (10 articles)

Media & Telecom (8 articles)

• Time Warner, 3 articles (2, 6, 7)
• Disney, 2 articles (2, 3)
• Netflix, 2 articles (1, 5)
  

Financial Services (5 articles)

Industrials & Transportation (4 Articles)

Health Care (3 articles)

Energy & Utilities (2 articles)

Basic Materials (2 articles)

All 55 investment stories this week are listed below.

Consumer

1. Can Pharmacy Retailers Finally Stop Worrying About Generic Price Inflation? on August 28th
2. Is Japan Situation A Warning Sign For McDonald’s? on August 28th
3. Revlon’s Growth Story: Can The Small Not Only Survive, But Also Thrive? on August 28th
4. China Seems Kinder To Mercedes-Benz on August 28th
5. Lower Automotive Sales Growth Could Hurt Lear Corporation on August 27th
6. Guess Resolves To Make A Turnaround With The Help Of Its Newly Appointed CEO on August 27th
7. Walgreens Steps Up Retail Clinic Expansion As Demand For Convenient Care Grows on August 27th
8. Is ‘Fast Fashion’ Hollister Triggering A Turnaround In Abercrombie’s Growth? on August 27th
9. Can Defensive Stocks Defend Themselves Against The Stir In Emerging Markets? on August 26th
10. How It Might Be A Lose-Lose Situation For Volkswagen In China on August 26th
11. Best Buy Surprises With Strong Sales Growth And Margin Improvement; Will Continue To Invest In Stores-Within-A-Store Format on August 26th
12. Macroeconomic Travails And Flat Demand In Its Main Regions Might Keep Guess Under Pressure on August 25th
13. Why Trefis Estimates More Cash Flow Growth For Coca-Cola As Compared To PepsiCo on August 25th
14. Our Revised Price Estimate of $118 For Wynn Resorts on August 25th
15. Aeropostale’s Fall To Continue; Restoration Efforts In Focus on August 25th
16. Abercrombie Earnings Preview: Reinvented Brands Can Take Charge After A Weak Q2 on August 25th
17. Casino Notes: Concerns Over Decelerating Chinese Economy And Yuan Devaluation Weighs Heavy On Casino Stocks on August 24th
18. Here’s Why Kimberly-Clark’s High PE Ratio is Justified on August 24th
19. Las Vegas Sands Price Estimate Revised From $64 to $56 Amid Decelerating Chinese Economy & Currency Woes on August 24th
20. Diageo: Will The Hangover Persist? on August 24th
21. Can It Be A Comeback Season For GameStop? on August 24th

Technology

1. How Can 75 Million Windows 10 Download Boost Microsoft’s Revenues? on August 28th
2. Weak DRAM Demand & Declining ASPs Is A Temporary Setback For Micron on August 28th
3. VMware Includes Windows 10 Upgrades On Desktop Virtualization Suites For Mac And Windows on August 27th
4. As Growth At Yelp’s Local Ads Business Slows, Mobile Ad Growth Takes Center Stage on August 26th
5. Oracle’s Cloud Strategy: If You Can’t Beat Them, Buy Them on August 26th
6. HP Earnings: Currency Effects Drive Downtrend In Revenues on August 25th
7. Factors That Could Potentially Trigger Movement In Qlik’s Stock Price on August 25th
8. Intel’s Aggressive Push In IoT Positions It Well To Leverage Growth In The Market on August 25th
9. Western Digital Enhances Product Offerings After Weak End To Fiscal 2015 on August 25th
10. One Gamer’s Perspective On Why World Of Warcraft Is Really Losing Subscribers on August 24th

Media & Telecom

1. Weekly Pay-TV Notes: Dish’s Sling TV Flounders During Fear the Walking Dead Premiere, Netflix Collaborates With SoftBank Ahead Of Japanese Launch on August 28th
2. Weekly Media Notes: Disney’s Push For Star Wars Merchandise, Warner’s Efforts In China And CBS Cablevision Carriage Deal on August 28th
3. Disney’s To Push Star Wars Merchandise, So As To Drive Double Digit Segment Growth Near Term on August 27th
4. Nokia Set To Ride The 4G Wave In India on August 27th
5. Why We Believe Netflix Will Continue To Raise Subscription Fees Periodically In Coming Yearson August 26th
6. Time Warner’s Efforts In China Are of Little Value To Shareholders on August 26th
7. Weekly Pay-TV Notes: Time Warner Cable Shareholders Set To Vote On Charter Deal, FCC Cancels Dish’s Auction Discount on August 24th
8. China Unicom Earnings Grow As Cost Improvements Offset 4G Weakness on August 24th

Financial Services

1. Rise In Trade Volumes For TD Ameritrade In July, Asset Base Sustains Growth on August 28th
2. Q2 2015 U.S. Banking Review: Mortgage Originations on August 28th
3. BlackRock’s Plans To Finance Rental-Home Investors Should Help Alternative Investment Armon August 26th
4. U.S. Equity Trading Picks Up, European Derivative Volumes Fall For NASDAQ OMX on August 25th
5. Q2 2015 U.S. Banking Review: Outstanding Card Balances on August 25th

Industrials & Transportation

1. Why Is Alaska Air Ahead Of Its Peers? – Part 1 on August 28th
2. Chinese Whispers – Are The Legacy Carriers In Trouble Again? on August 25th
3. Deere Earnings Review: Expect Weakness In Agricultural Equipment Demand To Continue on August 24th
4. Is American Airlines Making The Most Of Its Increased Cash Flows? on August 24th

Health Care

1. JNJ’s Splenda Sale Shouldn’t Be A Concern For Investors on August 27th
2. Medtronic Bets Nearly Half A Billion Dollars On Transcatheter Mitral Valve Market on August 27th
3. How Pfizer’s Pipeline Success Can Lift Its Outlook? on August 24th

Energy & Utilities

1. Schlumberger To Buy Cameron, Gets A Better Price Than Halliburton-Baker Hughes Deal on August 27th
2. How Will China’s Woes Impact Its Solar Industry? on August 26th

Basic Materials

1. The Impact Of Economic Turbulence In China On Metals And Mining Stocks on August 28th
2. The Potential Impact Of An Upward Revision In Silver Wheaton’s Effective Tax Rate on August 26th