Trefis: Highlights Week Ending 11 September 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 45 top stories this week:

Technology (14 articles)

• Apple, 3 articles (4, 8, 14)
  

Consumer (9 articles)

Financial Services (6 articles)

Basic Materials (5 articles)

• Freeport-McMoran, 2 articles (2, 5)
  

Media & Telecom (4 articles)

Energy & Utilities (3 article)

Industrials & Transportation (3 Articles)

Health Care (1 articles)

All 45 investment stories this week are listed below.

Technology

1. Here’s Why We Are Bullish On Groupon on September 11st
2. Google Targets Mobile Fund Transfer And Proximity Payment Market With Android Pay on September 11st
3. Is The Slowing Smartphone Demand In China A Concern For Broadcom? on September 11st
4. Apple’s iPhone Installment Plans: Good For Customers, Great For Apple on September 11st
5. Why Did American Airlines Expand Its Partnership With Expedia? on September 10th
6. Pandora Steps Ahead In Its Subscriber Quest With The Launch Of One Day Pass on September 10th
7. With Alibaba SpinOff In Tailspin, What Are The Possibilities For Yahoo? on September 10th
8. iPhone 6S Shows How Apple Intends To Keep Its Profit Machine Running on September 10th
9. Sequels To Avatar Will Boost Fox’s Market Share Of The Global Box-Office on September 9th
10. Lexmark Printer Business To Suffer In H2 2015 Despite Growth In MPS on September 9th
11. Seagate’s Enterprise Storage: Helium-Filled Drives, New Technology To Drive Future Growth on September 9th
12. Cree Renames It Power & RF Division Wolfspeed, Prepping A Spin-Off To Unlock Value For Shareholders on September 8th
13. Why Did Travelzoo Reacquire Its Asia Pacific Business? on September 8th
14. What Should Investors Expect From Apple’s September 9 Event? on September 8th

Consumer

1. Can The Addition Of Campbell’s Soup Bring Relief For Keurig Green Mountain? on September 11st
2. What If Aeropostale’s Margins Don’t Recover As Much? on September 11st
3. Roadblocks In The Way For Harley-Davidson on September 11st
4. Suppliers Demand Better Terms, As Wal-Mart Charges New Fees To Make Up For Low Marginson September 11st
5. Earnings Preview: Can Lululemon Continue Its Turnaround? on September 9th
6. Anheuser-Busch InBev And Its Craft (Beer) on September 8th
7. MGM’s Cotai Resort Has A Potential To Generate More Than $1 Billion In Annual EBITDA on September 8th
8. Urban Outfitters’ Tiny Foreign Business Is Outpacing Its Domestic Growth on September 8th
9. Apple Watch Will Make Things Better For Best Buy, As It Catches Up With Amazon on September 8th

Financial Services

1. How Does Capital One Compete Against Larger, More Diversified Rivals? on September 11st
2. MasterCard And Visa Might Have Trouble Competing In The Chinese Card Clearing Market on September 11st
3. BNY Mellon’s Efforts To Expand Forex Payments Should Add Value Across Divisions on September 10th
4. Exchange Operators Notes: Robust Trading Activity For CME, ICE, NASDAQ OMX on September 8th
5. European Banking Notes: HSBC, Credit Suisse and UBS on September 8th
6. Q2 2015 Banking Review: Credit Card Payment Volumes on September 8th

Basic Materials

1. Cliffs Completes Bond Buyback As Part Of Ongoing Measures To Tackle Challenging Business Conditions on September 11st
2. Carl Icahn Joins Freeport-McMoRan In Struggle Against Weak Commodity Prices on September 10th
3. Barrick Continues To Battle Weak Gold Prices With Latest Stake Sale on September 9th
4. The State Of The Aluminum Market Validates Alcoa’s Strategic Shift Towards Value-Added Products on September 8th
5. Freeport-McMoRan Continues Battle On Two Fronts With Latest Revisions To Operating Planson September 8th

Media & Telecom

1. Weekly Pay-TV Notes: NY PSC Sets First Public Hearing On Charter-TWC Merger, Netflix’s First Original Film Generating Positive Early Buzz on September 11st
2. Content Licensing Will Be A Key Driver For CBS’s Future Growth Amid Changing Media Landscape on September 10th
3. How Can Juniper Curb The Declines In Its Router Market Share? on September 9th
4. BlackBerry’s Good Technology Acquisition Is Smart, Does It Impact Its Valuation? on September 8th

Energy & Utilities

1. Transocean Suspends Dividends – Desperate Times, Desperate Measures? on September 11st
2. Could EOG Be A Potential Acquisition Target For Exxon Mobil? on September 9th
3. Yingli’s Debt Woes Begin To Hurt Core Operations on September 9th

Industrials & Transportation

1. How Will Airbus’ U.S. Manufacturing Unit Impact Boeing? on September 11st
2. United Continental’s CEO Resigns In The Wake Of A Federal Investigation – Tough Times Ahead? on September 9th
3. Why Is Textron Worth $43.38? on September 8th

Health Care

1. Medtronic’s Growth Strategy At Work In Strong Q1 Results on September 8th