Trefis: Highlights Week Ending 01 January 2016

Written by Trefis

Below is a summary of the activity at Trefis during the past week thatTrefisthoughtEconintersect 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 93 top stories this week:

Technology (29 articles)

• Twitter, 8 articles (4, 15 – 17, 19, 21 – 23)

• Apple, 4 articles (6, 8, 10, 14)

• TripAdvisor, 3 articles (18, 24, 25)

• Amazon, 2 articles (27, 28)

• Facebook, 2 artivles (3, 22)

Consumer (23 articles)​

• Dr. Pepper Snapple, 7 articles (9, 12, 13, 16 – 19)

• Gap Inc, 5 articles (1 – 4, 8)

• GM, 2 articles (7, 15)

Health Care (9 articles)

• Bristol-Myers-Squibb, 6 articles (2 – 7)

• Pfizer, 2 articles (8, 9)

Media & Telecom (9 articles)​

• Sirius XM, 4 articles (5 – 8)

Financial Services (8 articles)

• Wells Fargo, 6 articles (1 – 6)

Energy & Utilities (7 articles)

• Chevron, 6 articles (2 – 7)

Industrials & Transportation (5 articles)​

• Alaska Air, 4 articles (2 – 5)

Basic Materials (3 articles)

All 93 investment stories this week are listed below.

Technology

1. Google Adopts Open JDK For Android on December 31st

2. Emerging Markets Could Be The Key To VeriSign’s Success In The Long Term on December 31st

3. Is “Free Basics” The Right Strategy For Facebook? on December 31st

4. Twitter’s Valuation: What Is Its Current Discount In The Market Relative To Facebook And LinkedIn? on December 31st

5. SanDisk’s Key Growth Areas That Could Benefit Western Digital In The Long Run on December 31st

6. What Drove Apple’s Growth In The Last 5 Years? on December 31st

7. Symantec: Year 2015 in Review on December 31st

8. What’s Apple’s Revenue And Earnings Breakdown In Terms Of Product Categories? on December 31st

9. Why Is Alibaba Strengthening Its O2O (Online To Offline) Presence? on December 30th

10. How Has Apple’s Revenue Composition Changed In The Last 5 Years? on December 30th

11. NetApp To Shell Out $870 Million For All-Flash Array Startup SolidFire on December 30th

12. Tableau in 2015: Year in Review on December 30th

13. Here’s The Reason Behind Salesforce.com’s Acquisition of SteelBrick on December 30th

14. What’s Apple’s Fundamental Value Based On Expected CY2015 Results? on December 30th

15. How Twitter Is Expanding Its Footprint In India on December 29th

16. What’s Twitter’s Revenue and EBITDA Breakdown, Advertising vs Data Licensing? on December 29th

17. What Is Twitter’s Fundamental Value Based On Expected 2015 Results? on December 29th

18. Advertising Vs Subscription: What’s TripAdvisor’s Revenue and EBITDA Breakdown? on December 29th

19. By What Percentage Did Twitter’s Revenue & EBITDA Margin Change In The Last 5 Years? on December 29th

20. What is The Trefis Estimate Of Intel’s Revenue & EBITDA Growth in The Next 5 Years? on December 29th

21. Twitter’s Revenue Composition: How Has It Changed And What’s The Future Outlook? on December 29th

22. 2015 In Review: LinkedIn, Facebook And Twitter on December 29th

23. What Is The Outlook For Twitter’s Revenue And EBITDA Margin Over The Next 3 Years? on December 29th

24. What Is TripAdvisor’s Fundamental Value On The Basis Of Its Forecasted 2015 Results? on December 29th

25. What Is The Percentage Growth Of TripAdvisor’s Revenue And EBITDA Over The Last 5 Years?on December 29th

26. Why Did Qualcomm Again Rule Against Spinning-Off Its Chipset Business? on December 28th

27. Will UPS, FedEx Lose Out To Amazon? on December 28th

28. Why Is Amazon Increasing Focus On Delivery? on December 28th

29. VMware’s Year In Review: Stock Continues To Be Undervalued By The Market Post EMC-Dell Deal on December 28th

Consumer

1. How Much Revenues Can Gap Inc’s Athleta Brand Add By 2020? on December 31st

2. How Are Gap Inc’s Banana Republic Revenues & Earnings Expected To Grow Over The Next Five Years? on December 31st

3. How Are Gap Inc’s Old Navy Revenues & Earnings Expected To Grow Over The Next Five Years? on December 31st

4. By What Percentage Can Gap Inc’s Revenues Grow Over the Next Three Years? on December 31st

5. American Eagle Outfitters: 2015 In Review on December 31st

6. McDonald’s Next Opens In Hong Kong: Is This The Future Of McDonald’s? on December 31st

7. Strongest U.S. Sales Momentum In Over A Decade Bodes Well For Ford and GM on December 30th

8. Is Gap Losing Its Style ? on December 30th

9. How Much Revenue Can Latin America Add By 2018 For Dr Pepper? on December 30th

10. Guess’s Strategic Initiatives In 2015 And Its Future Implications on December 30th

11. Some Key Decisions In 2015 That Might Impact Estee Lauder’s Future Growth on December 30th

12. Why Latin America Revenue Will Grow 2.5x North America Revenue Over 2015-2018 For Dr Pepper on December 30th

13. The Year That Was: Dr Pepper Snapple on December 29th

14. What Will Drive The Growth For Wynn Resorts’ Slot Machine Operations? on December 29th

15. GM’s Balancing Act With Fleet Sales Can Help Boost Profits In The Long Term on December 29th

16. Where Will Dr Pepper’s Revenue And EBITDA Growth Come From Over The Next Three Years?on December 29th

17. Why North America NCB Revenue Will Grow 5x North America CSD Revenue Over 2015-2018 For Dr Pepper on December 29th

18. How Has Dr Pepper Snapple’s Revenue And EBITDA Composition Changed Over 2011-2015?on December 29th

19. What’s Dr Pepper Snapple’s Fundamental Value Based On Expected 2015 Results? on December 29th

20. Why Honda Kept Incentives Low In November on December 28th

21. How Did 2015 Look For Revlon? on December 28th

22. The Year That Was: Harley-Davidson on December 28th

23. Digital Push In China: Can This Impact Starbucks’ Revenues In The Region? on December 28th

Health Care

1. Johnson & Johnson: The Year 2015 In Review on December 31st

2. By What Percentage Did Bristol-Myers Squibb’s Revenue & EBITDA Grow In The Last 5 Years?on December 30th

3. How Much Revenues Can Bristol-Myers Squibb’s Phase 3 Pipeline Add By 2020? on December 30th

4. What’s Bristol-Myers Squibb’s Revenue And Earnings Breakdown? on December 30th

5. What’s Bristol-Myers Squibb’s Fundamental Value Based On Expected 2015 Results? on December 30th

6. How Has Bristol-Myers Squibb’s Revenue Composition Changed Over The Last 5 Years on December 30th

7. By What Percentage Can Bristol-Myers Squibb’s Revenue & EBITDA Grow In The Next 3 Years? on December 30th

8. How Important Is Prevnar For Pfizer? on December 28th

9. What Could Pfizer’s Value Be In 2018? on December 28th

Media & Telecom

1. NYT Bets On Virtual Reality To Bolster Its Digital Segment on December 31st

2. Raising Subscription Rates: Will Dish Network Lose More Subscribers In 2016? on December 31st

3. News Corp Dabbles Into Different Segments To Restore Profitability on December 30th

4. The U.S. Wireless Industry: 2015 In Review on December 30th

5. What’s Sirius XM Fundamental Value Based On Expected 2015 Results? on December 28th

6. What’s Sirius XM’s Revenue & Earnings Breakdown In Terms Of Revenue Sources? on December 28th

7. How Has Sirius XM’s Revenue Composition Changed In The Last Five Years? on December 28th

8. What Led To Over 60% Growth In Sirius XM’s EBITDA And Revenues In The Last Five Years?on December 28th

9. Our Long Term Projections Suggest Growth In Both Subscriber Base And ARPU For Time Warner Cable’s High-Speed Internet Business on December 28th

Financial Services

1. How Has Wells Fargo’s Loan Loss Figure Changed Over The Last Five Years? on December 31st

2. How Much Did Each Loan Category Contribute Towards Wells Fargo’s Total Loan Losses In 2015? on December 31st

3. How Has Wells Fargo’s Loan Portfolio Changed Over The Last Five Years? on December 31st

4. How Has Mortgage Industry Upheaval Impacted Wells Fargo’s Mortgage-Related Revenues? on December 30th

5. How Wells Fargo Has Been Able To Improve Interest Revenues Despite Shrinking Interest Margins on December 30th

6. What Has Driven Growth In Wells Fargo’s Revenues and Profits In The Last Five Years? on December 30th

7. Marginal Growth In Trade Volumes In November For Charles Schwab on December 28th

8. Trade Volumes Remain Muted in November For E*Trade Financial on December 28th

Energy & Utilities

1. Why Crude Oil & NGLs Operations are 3x As Valuable As Refined Products Operations For Chevron on December 30th

2. What’s Chevron’s Fundamental Value Based On Expected 2015 Results? on December 30th

3. By What Percentage Can Chevron’s Revenues Grow Over the Next Three Years? on December 30th

4. What’s Chevron’s Revenue & EBITDA Breakdown In Terms Of Different Products? on December 30th

5. What Has Led To More Than A 30% Decline In Chevron’s Revenues & EBITDA In The Last Five Years? on December 30th

6. How Has Chevron’s Revenue Composition Changed In The Last Five Years? on December 30th

7. Royal Dutch Shell Looks To Curtail Capital Spending In The Wake Of Current Down Cycle In Global Oil Prices on December 29th

Industrials & Transportation

1. Union Pacific: The Year 2015 In Review on December 30th

2. How Has Alaska Air’s Revenue And EBITDA Composition Changed Over the Last Five Years?on December 29th

3. How Much Has Alaska Air’s Revenue & EBITDA Grown In The Last 5 Years? on December 29th

4. What Is Alaska Air’s Fundamental Value Based On Expected 2015 Results? on December 29th

5. What Constitutes Alaska Air’s Revenue And EBITDA? on December 29th

Basic Materials

1. Silver Wheaton’s Year In Review: Opportunities And Pitfalls Of A Weak Commodity Pricing Environment on December 29th

2. Imposition Of Punitive Tariffs On Steel Imports To Boost Prospects Of Domestic Steel Producers on December 28th

3. Freeport-McMoRan To Auction Off Oil And Gas Business? on December 28th