Trefis: Highlights Week Ending 07 November 2015

Written by Trefis

Below is a summary of the activity at Trefis during the past week that TrefisthoughtEconintersect 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.

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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 101 top stories this week:

Consumer (30 articles)

• Avon, 2 articles (3, 23)

• Estee Lauder, 2 articles (4, 20)

• MGM Resorts, 2 articles (24, 27)

• Ralph Lauren, 2 articles (1, 14)

• Revlon, 2 articles (4, 21)

• Tesla, 2 articles (10, 30)

• Toyota, 2 articles (6, 15)

Technology (28 articles)​

• Constant Contact, 2 articles (1, 18)

• Nvidia, 2 articles (2, 22)

• Qualcomm, 2 articles (11, 19)

• Symantec, 2 articles (6, 21)

• TravelZoo, 2 articles (12, 27)

Media & Telecom (12 articles)​

• Motorola, 2 articles (2, 7)

• Sprint, 2 articles (5, 11)

• Time Warner, 2 articles (8, 12)

Energy & Utilities (11 articles)

• Exxon Mobil, 2 article (4, 8)

• Transocean, 2 articles (1, 6)

Financial Services (10 articles)

Basic Materials (8 articles)

• Silver Wheaton, 2 articles (1, 4)

• U.S. Steel, 2 articles (2, 5)

Industrials & Transportation (2 articles)

Health Care (No articles)

All 101 investment stories this week are listed below.

Consumer

1. Ralph Lauren Q2 2016 Earnings Review: Results Exceed Expectations With Strategic Initiatives Paying Off on November 6th

2. Why Dr Pepper Is Doing Better Than Coca-Cola And PepsiCo on November 6th

3. Avon’s Disappointment Continues Due To Currency Headwinds, Brazil’s Travails, And Lackluster Demand on November 6th

4. Revlon Had A Successful Third Quarter And Expects More Growth In The Future on November 6th

5. What Are The Key Factors Driving Growth For Starbucks? on November 6th

6. Toyota Earnings Review: Weak Yen Boosts Profits on November 6th

7. These Three Things Matter Most For McDonald’s on November 5th

8. How The International Market Can Impact Ford’s Valuation? on November 5th

9. Hyatt Posts Better Than Expected Q3 Earnings While Currency Issues Remain A Drag on November 5th

10. Earnings Review: Some Worrying Signs For Tesla on November 5th

11. Volkswagen Emissions Investigation: When It Rains, It Pours on November 4th

12. Colgate-Palmolive’s Volumes Suffer Amidst Heavy Price Hikes in Third Quarter on November 4th

13. CVS Margins Remain Under Pressure, Even As The New Acquisition Helps Meet Expectationson November 4th

14. Ralph Lauren Q2 2016 Earnings Preview: Efficiency Could Steer Performance While Currency Headwinds Persist on November 4th

15. Earnings Preview: Strong U.S. Performance Should Drive Profitability For Toyota on November 4th

16. Earnings Preview: Strong Trucks, Acura Performance Should Boost Honda’s Profits on November 4th

17. Aeropostale Goes Licensing Again, But It May Not Help on November 3rd

18. AB InBev Q3 Results: Volume Growth & Effective Pricing Combine To Boost Top Line on November 3rd

19. Three Factors Which Will Determine GM’s Fate In Its Biggest Market on November 3rd

20. Estee Lauder Braved Economic Slowdown And Currency Headwinds To Present A Robust Q1 Fiscal 2016 on November 3rd

21. In Q3 2015, Revlon Is Expected To Make Progress With Its Fragrance Business And The Professional Segment, However, Currency Headwinds May Persist on November 3rd

22. Big Developments And Big Tobacco: A Take On Volumes And Prices on November 3rd

23. With No Buyers For The Company And A Host Of Struggles, Avon’s Third Quarter Might Not Look Too Promising on November 3rd

24. MGM Resorts’ Posts Better Than Expected Q3 Results Amid Costs Efficiencies While The Key Takeaway Is Its REIT Proposal on November 2nd

25. Excluding The Effect Of Currency Tailwinds, L’Oreal Performed Moderately Due To Problems In Its New Markets And Travel Retail on November 2nd

26. Walgreens FY 2015 Earnings: Robust Sales Growth And Cost Savings Boosted Profits on November 2nd

27. Casino Notes: Macau October Gaming Revenues, MGM’s REIT Proposal And More on November 2nd

28. Walgreens To Buy Rite Aid At A Great Price, To Become The Largest U.S. Pharmacy on November 2nd

29. RevPAR Growth At Owned Hotels Segment Likely Boosted Hyatt’s Q3 Earnings on November 2nd

30. Earnings Preview: Tesla Likely To Miss Full Year Targets on November 2nd

Technology

1. Constant Contact Earnings: Results Were Good Year-On-Year But Fell Short Of Guidance on November 6th

2. IoT, Semiconductors Among Three Key Drivers For Samsung on November 6th

3. Strong Growth In Gaming, Automotive Help Nvidia Report Another Solid Quarter on November 6th

4. Priceline Q3 2015 Preview: Strong Momentum Expected To Continue, Though Currency Headwinds Might Dampen Growth on November 6th

5. Pandora Strikes Direct Deal With Sony/ATV For Better Rate Certainty on November 6th

6. Ongoing Transformations Take A Toll On Symantec’s Revenues, Profits on November 6th

7. Key Takeaways From Zynga’s Third Quarter Earnings on November 6th

8. Facebook Delivers Strong Q3 Results On The Back Of Mobile Growth on November 6th

9. Groupon’s Shares Plummet On Weak Outlook on November 5th

10. Why Search Business Is Most Valuable For Google? on November 5th

11. Qualcomm Earnings: Licensing Weakness Subdues Results But New Design Wins Can Drive Future Growth on November 5th

12. Travelzoo Seems To Be On A Path Of Sustainable Recovery With Its Revamped Offerings, Hotel Platform, And Strategic Initiatives on November 4th

13. Car Wars – III: Software Proliferates In The Car on November 4th

14. Yelp Earnings: Local Ads And Mobile Traffic Boost Revenues on November 4th

15. Why Talent Solutions Is The Most Valuable Division For LinkedIn? on November 4th

16. Tableau Q3 Earnings Preview: Strong Growth in Revenues and Customer Base Expected on November 4th

17. TripAdvisor Is Expected To Deliver A Successful Q3 2015, Excluding Macroeconomic Problemson November 4th

18. Constant Contact Pre-Earnings: Improved Marketing Strategies, Continued Alliances And ‘Galileo’ Could Drive Revenues on November 4th

19. Qualcomm Earnings Preview: Cost Cutting Measures In Focus As Struggle Expected To Continue on November 3rd

20. Yahoo! Japan Earnings:Revenues Soar Higher, Investments Gain Pace on November 3rd

21. Symantec’s Revenue Growth Likely Remained Muted in Second Quarter Due to Focus on Veritas Separation on November 3rd

22. Nvidia’s Q3’16 Earnings Review: Gaming, Automotive & Data Center To Drive Growth on November 3rd

23. Lower Broadcast Ratings And Box Office Grossing Will Weigh On Fox’s Q1 FY16 Earnings on November 3rd

24. Key Takeaways From Seagate’s Earnings on November 3rd

25. Activision Blizzard Q3 Earnings Preview: Looking Forward To Holiday Season on November 2nd

26. Key Takeaways From Monster Worldwide’s Q3 Earnings on November 2nd

27. Travelzoo Q3 2015 Pre-Earnings: APAC Business Reacquisition And Management Changes In Focus on November 2nd

28. Expedia Tops Estimates In Q3, Promises Tougher Competition With An Enhanced Trivago And Newer Offerings on November 2nd

Media & Telecom

1. Dish Q3 Preview: Spectrum Strategy In Focus, Sling TV Will Help Mitigate Subscriber Losseson November 6th

2. Motorola Gears Up Its Product & Services Business Amid International Concerns on November 5th

3. BlackBerry Priv: Why BlackBerry Is Still Making Smartphones on November 5th

4. CBS’ Advertising Poised To See Solid Growth In The Near Term Amid Sports Coverage on November 5th

5. Sprint Misses Estimates, But Performs Well Where It Counts on November 4th

6. Disney’s Q4 FY15 Earnings Preview: Watchout For Cable Networks Growth Amid Continued Ratings Woes And Currency Issues on November 4th

7. Motorola Earnings Preview: Notable Bottom Line Improvement Expected on November 3rd

8. HBO Now, CNN, Studio Business Likely Boosted Time Warner’s Q3 Earnings on November 3rd

9. Will Unruly’s Acquisition Help News Corp Accelerate Its Digital Business? on November 2nd

10. Below Par Growth In Asia-Pacific Could Lead To 10% Correction In Our Netflix Price Estimateon November 2nd

11. Sprint Earnings Preview: Tightrope Walk Will Continue on November 2nd

12. Key Takeaways From Time Warner Cable’s Earnings on November 2nd

Energy & Utilities

1. Transocean’s 3Q Earnings Decline As Commodity Prices Continue To Plunge on November 6th

2. Factors That Will Enable EOG Resources To Survive The Commodity Downturn on November 5th

3. 3Q Earnings Review: Chesapeake Energy Reports An Earnings Surprise On The Back Of Its Cost Reduction Efforts on November 5th

4. Exxon’s Stock Revised To $84 Based On Lower Realizations And Capital Spending Cuts on November 4th

5. Earnings Preview: Warmer-Than-Expected Summer Should Boost Duke’s Profits on November 4th

6. Expect Transocean’s 3Q Earnings To Drop Sharply Despite Its Cost Reduction Efforts on November 3rd

7. ConocoPhillips’ 3Q Earnings Hit By Weak Oil Prices on November 2nd

8. Exxon Q3 Earnings: Upstream Production & Volume Mix Improving Steadily, But Low Oil Prices Continue To Wreak Havoc On Realizations on November 2nd

9. Shell Q3 Earnings: Focus On Tightening Spending And Improving Efficiency In Low Price Environment on November 2nd

10. Chevron Q3 Earnings: Company Focuses On Future Upstream Production Growth And Cost Cutting Amid Low Oil Prices on November 2nd

11. First Solar’s Earnings Indicate That It’s Well Poised To Cope In The Post-ITC Era on November 2nd

Financial Services

1. Weekly Brokerage Notes: Ameritrade, Charles Schwab, E*Trade Await Rate Hike on November 6th

2. Q3 2015 U.S. Investment Bank Round-Up: Advisory Services on November 5th

3. Strong Q3 Results Show UBS’s Effective Business Model, But Delayed Profit Goal Hurts Shares on November 4th

4. HSBC Worth $50 Despite Subpar Q3 Performance on November 4th

5. AIG Earnings Takeaways: Cost Cutting, Restructuring Expected on November 4th

6. Visa Earnings: Margin Expansion Drives Profits, New Clients To Accelerate Growth on November 3rd

7. RBS Earnings Takeaways: Restructuring Costs Weigh On Bottom Line on November 3rd

8. MasterCard Q3 Earnings: Volume Growth Remains Strong Despite Macro And Competitive Pressures on November 2nd

9. High Trade Volumes, Market Data Drive CME’s Q3 Results on November 2nd

10. Legal Costs Will Hurt Barclays In The Short Run, Still Worth $18 on November 2nd

Basic Materials

1. Silver Wheaton Q3 Earnings Review: Weak Silver And Gold Prices Weigh On Results on November 5th

2. U.S. Steel Q3 Earnings Review: Challenging Business Conditions Facing Domestic Steel Industry Negatively Impacts Results on November 5th

3. ArcelorMittal Q3 2015 Earnings Preview: Weak Market Conditions For Steel To Negatively Impact Results on November 4th

4. Silver Wheaton Q3 Earnings Preview: Decline In Precious Metal Prices To Negatively Impact Results on November 2nd

5. U.S. Steel Q3 Earnings Preview: Weak Market Conditions To Negatively Impact Results on November 2nd

6. Dupont Q3 Earnings: Weak Agro Products Sales and Currency Headwinds Hurt Operations, And Will Continue To Do So In Near Term on November 2nd

7. Cliffs Q3 Earnings Review: Lower Iron Ore Prices Negatively Impact Results on November 2nd

8. Newmont Mining Q3 Earnings Review: Focus On Cost Reduction Partially Offsets Impact Of Decline In Gold Prices on November 2nd

Industrials & Transportation

1. Textron Earnings: Positive Outlook For Textron Aviation And Industrial Segments on November 2nd

2. Johnson Controls Earnings Review: Profitability Grows, Although Top Line Marred By Currency Headwinds on November 2nd

Health Care

No articles this week.