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 85 top stories this week:
Technology (27 articles)
Facebook, 6 articles (3, 21, 23 – 26)
AMD, 4 articles (4, 8, 9, 12)
Intel, 4 articles (13, 15, 18, 19)
Consumer (26 articles)
Pespico, 8 articles (10 -12, 14, 16, 18, 19, 26)
Gap, 4 articles (1 – 3, 5)
Abercrombie & Fitch, 2 articles (4, 20)
Dr. Pepper Snapple, 2 articles (5, 7)
Keurig Green Mountain, 2 articles (15, 21)
Nike, 2 articles (9, 25)
Financial Services (10 articles)
Black Rock, 7 articles (1 – 5, 8, 9)
Wells Farge, 2 articles (7, 10)
Health Care (8 articles)
Pfizer, 6 articles (1 – 6)
Media & Telecom (7 articles)​
Disney, 2 articles (1, 5)
Energy & Utilities (4 articles)
Basic Materials (3 articles)
Industrials & Transportation (No articles)​
All 85 investment stories this week are listed below.
Technology
Impact Of Fed Raising Interest Rates On The US Economy on December 24th
Micron’s Q1’16 Earnings Review: Things Could Turn Around In The Second Half Of The Year on December 24th
How Many Users Are There On Facebook Platforms And How Does This Compare To Internet?on December 24th
AMD’s Revenue & EBITDA Growth in The Next 5 Years: Trefis Estimate on December 24th
Electronic Arts & Activision Blizzard Ready To Enter eSports Market on December 24th
Travelzoo’s Year 2015 At A Glance on December 24th
Paychex Earnings: Health Insurance, Payroll Drive Q2’16 Results on December 23rd
How Has AMD’s Revenue And EBITDA Composition Changed Between 2012 And 2015? on December 23rd
Embedded & Semi-Custom, PC and Server Processors & Graphics: What’s AMD’s Revenue and EBITDA Breakdown? on December 23rd
Pandora Builds On Its Direct Deal Goal With ASCAP And BMI Licensing Agreements on December 23rd
What’s AMD’s Fundamental Value Based On Expected 2015 Results? on December 23rd
By What Percentage Did AMD’s Revenue & EBITDA Grow In The Last 3 Years? on December 23rd
How Has Intel’s Revenue And EBITDA Composition Changed Between 2012 And 2015? on December 22nd
Why JD.com Can Threaten Alibaba’s Revenue Growth? on December 22nd
What’s Intel’s Fundamental Value Based On Expected 2015 Results? on December 22nd
Can Baidu Benefit From Its Alliance With Amazon? on December 22nd
Streaming Partners Program: Amazon’s New Initiative To Drive Prime Memberships? on December 22nd
By What Percentage Did Intel’s Revenue & EBITDA Grow In The Last 3 Years? on December 22nd
PC, Servers, IoT and Mobile: What’s Intel’s Revenue & Earnings Breakup? on December 22nd
Is Western Digital’s Stock Undervalued After The SanDisk Announcement? on December 22nd
What Is The Composition Of Facebook’s User Base And How Can It Change In Three Years? on December 21st
Are Apple and Samsung A Real Threat To Alipay ? on December 21st
What Is The Outlook For Facebook’s Revenue And EBITDA Margin By 2018? on December 21st
What’s Facebook’s Fundamental Value Based On Expected 2015 Results? on December 21st
By What Percentage Did Facebook’s Revenue & EBITDA Margin Change In The Last 5 Years?on December 21st
Facebook’s Revenue Composition: How Has It Changed And What’s The Future Outlook? on December 21st
Core Platform vs Payment & Fees: What’s Facebook’s Revenue and EBITDA Breakdown? on December 21st
Consumer
What’s Gap Inc’s Fundamental Value Based On Expected 2015 Results? on December 24th
What’s Gap Inc’s Revenue & Earnings Breakdown In Terms Of Brands? on December 24th
What Led To Nearly 10% Growth In Gap Inc’s Revenues And Only 3% Rise In EBITDA In The Last 5 Years? on December 24th
Abercrombie & Fitch Jumps As Hollister President Takes Charge Of The Main Brands on December 24th
How Much Have Dr Pepper Snapple’s Revenues And EBITDA Grown Over The Last Five Years?on December 24th
How Has Gap Inc’s Revenue Composition Changed In The Last Five Years? on December 24th
What Is Dr Pepper Snapple’s Revenue And EBITDA Breakdown? on December 24th
Diageo Australia Faces Taxing Times on December 23rd
Nike Earnings: Company Delivers Another Strong Quarter Despite Currency Headwinds on December 23rd
Why Snacks Are Almost 5x As Valuable As Carbonated Drinks For PepsiCo on December 23rd
Where Will PepsiCo’s Revenue And EBITDA Growth Come From Over The Next Three Years?on December 23rd
PepsiCo-Muller Partnership Ends, But Should PepsiCo Look For A Dairy Do-Over? on December 22nd
What Does 2016 Hold in Store for Unilever? on December 22nd
What’s PepsiCo’s Fundamental Value Based On Expected 2015 Results? on December 22nd
Impact Of GMCR’s Acquisition By JAB Holding on December 22nd
By What Percentage Have PepsiCo’s Revenues And EBITDA Grown Over The Last Five Years?on December 22nd
The Springfield Casino Can Revive Gaming Growth For MGM Resorts on December 22nd
What Is PepsiCo’s Revenue And EBITDA Breakdown? on December 22nd
How Has PepsiCo’s Revenue And EBITDA Composition Changed Over 2011-2015? on December 22nd
Abercrombie & Fitch Can Lose Up to 15% Of Its Value With Ineffective Customer Retention on December 21st
Monthly Notes On Coffee Industry: Starbucks & Keurig Green Mountain on December 21st
Avon Finally Finds An Investor In Cerberus Capital With A $605 Million Deal on December 21st
Casino Operations At The Strip Hold Little Value For Las Vegas Sands on December 21st
Will Emerging Economies Drive Coca-Cola’s Growth? on December 21st
Nike Pre-Earnings: Growth Momentum Likely To Continue Going Forward As Sales Improve Globally on December 21st
Hello Goodness, Organic Gatorade : Is PepsiCo Preparing To Tap The Healthy Beverages Market ? on December 21st
Financial Services
Trade Volumes Remain Subdued, Asset Base Sustains Growth For TD Ameritrade on December 24th
Should BlackRock Acquire WisdomTree, And For How Much? on December 23rd
How Do BlackRock’s Various Product Offerings Stack Up In Terms Of Fees? on December 22nd
What Are The Best And Worst Case Scenarios For BlackRock’s iShares Assets And Revenues In 2020? on December 22nd
How Much Of BlackRock’s Revenues In 2020 Will Likely Be Contributed By Its iShares Business? on December 21st
What Is The Constitution Of Wells Fargo’s Loan Book In Terms Of Loan Categories? on December 21st
How Much Are Wells Fargo’s Operating Divisions Worth Individually? on December 21st
Why Did BlackRock’s Shares Jump From Under $200 In 2012 To Over $380 In Early 2015? on December 21st
Which Asset Classes In BlackRock’s Portfolio Have Seen The Most Growth In The Last Five Years? on December 21st
What Proportion of Wells Fargo’s Revenues Come From Its Various Divisions? on December 21st
Health Care
How Much Revenues Can Pfizer’s Phase 3 Pipeline Add By 2020? on December 24th
What’s Pfizer’s Revenue And Earnings Breakdown? on December 23rd
By What Percentage Can Pfizer’s Revenue & EBITDA Grow In The Next 3 Years? on December 23rd
What’s Pfizer’s Fundamental Value Based On Expected 2015 Results? on December 23rd
How Has Pfizer’s Revenue Composition Changed Over The Last 5 Years? on December 23rd
By What Percentage Did Pfizer’s Revenue & EBITDA Decline In The Last 5 Years? on December 23rd
Why J&J’s Stock Unlikely To Move Significantly In The Near Term? on December 22nd
Scenarios That Can Add To Abbott’s Value on December 21st
Media & Telecom
How Much Can The Success Of Star Wars Impact Disney’s Valuation? on December 23rd
How Will Viacom Benefit From Licensing Its Brands To Theme Parks In China? on December 22nd
Motorola Solutions’ Acquisitive Nature May Take It To Brazil on December 22nd
How Dish Network Is Innovating To Attract More Advertisers To Television? on December 21st
Weekly Media Notes: Disney’s Star Wars Smashes Box Office Records For A Stellar $500 Million Opening Weekend on December 21st
Cisco Alliance, IoT Progress Can Arrest The Decline In Ericsson’s Mobile Infrastructure Market Share on December 21st
BlackBerry Earnings: Key Takeaways From The Software Business on December 21st
Energy & Utilities
Anadarko Petroleum: Acquisition In The Cards? on December 24th
HAL-BHI Merger: Is No Action Better Than A Rejection? on December 24th
Chevron’s Decision To Reduce Near Term Capital Spending Makes Sense In Current Oil Price Environment on December 23rd
COP21 And U.S. ITC Extension: A Great Week For Solar Stocks on December 21st
Basic Materials
Cliffs Exits Coal Mining Business As Part Of Larger U.S. Iron Ore Focused Strategy on December 23rd
U.S. Steel Postpones Construction Of New Production Facility In Midst Of Challenging Business Conditions on December 22nd
Barrick Prepares For Sluggishness In Gold Prices As Fed Raises Interest Rates on December 22nd
Industrials & Transportation
No articles.