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 127 top stories this week:
Consumer (32 articles)​
MGM Resorts, 7 articles (9 – 11, 13 -16)
Dr.Pepper Snapple, 5 articles (2, 8, 12, 17, 19)
McDonald’s, 4 articles (26, 29 – 31)
Coach, 3 articles (4 – 6)
Tata Motors, 2 articles (18, 20)
Technology (29 articles)
Salesforce.com, 6 articles (1, 3 – 7)
Activision Blizzard, 4 articles (11. 12, 14, 17)
Groupon, 4 articles (15, 16, 22, 23)
Sina, 4 articles (10, 20, 21, 25)
Apple, 2 articles (9 – 27)
Samsung, 2 articles (18, 29)
Financial Services (19 articles)
Ameritrade, 6 articles (5, 7, 8, 12 – 14)
Largest U.S. banks, 5 articles (1 – 4, 9)
Schwab, 5 articles (6, 15 – 18)
​Energy & Utilities (16 articles)​
Chevron, 6 articles (7, 10, 13 – 16)
First Solar, 7 articles (1 – 5, 8, 10)
Trina Solar, 6 articles (5, 6, 8, 9, 11, 12)
BP, 4 articles (1 – 4)
Media & Telecom (14 articles)​
Sirius XM, 5 articles (5 – 9)
Erickson, 4 articles (1 – 4)
Dish Network, 3 articles (11, 12, 14)
Industrials & Transportation (10 articles)​
United Continental, 6 articles (3, 5 – 9)
American Airlines, 3 artilces (1, 2, 4)
Basic Materials (6 articles)​
Freeport-McMoRan, 5 articles (1 – 5)
Health Care (1 article)​
All 127 investment stories this week are listed below.
Consumer
Should General Motors’ Decline In February Sales Be A Cause For Concern? on March 11st
Where Will Dr Pepper’s Revenue And EBITDA Growth Come From Over The Next Three Years?on March 11st
What Will Be The Impact On Harley-Davidson’s Valuation If Motorcycle Sales In The US Declineon March 11st
Coach: Year 2015 In Review on March 11st
What is Coach’s Revenue And EBITDA Breakdown? on March 11st
What Is The Breakdown Of The Charges Associated With Coach’s Transformation Plan? on March 11st
What’s MGM Resorts’ Revenue & EBITDA Breakdown? on March 10th
How Has Dr Pepper Snapple’s Revenue And EBITDA Composition Changed Over 2012-2016E?on March 10th
How Important Are U.S. Hotel Operations For MGM Resorts? on March 10th
What’s MGM Resorts’ Fundamental Value Based On Expected 2016 Results? on March 10th
By What Percentage Did MGM Resorts’ Revenue & EBITDA Grow In The Last 5 Years? on March 10th
What Is Dr Pepper Snapple’s Fundamental Value Based On Expected 2016 Results? on March 10th
By What Percentage Can MGM Resorts’ Revenue & EBITDA Grow In The Next 3 Years? on March 10th
How Important Are Macau Operations For MGM Resorts? on March 10th
What’s MGM Resorts’ Casinos Revenue & EBITDA Breakdown? on March 10th
How Has MGM Resorts’ Revenue & EBITDA Composition Changed Over The Last 5 Years on March 10th
By What Percentage Have Dr Pepper Snapple’s Revenues And EBITDA Grown Over The Last Five Years? on March 10th
How Will Tata Motors’ Valuation Be Impacted If Jaguar Land Rover Sells Fewer Cars Than Estimated? on March 10th
What Is Dr Pepper Snapple’s Revenue And EBITDA Breakdown? on March 10th
What Will Be The Jump In Tata Motors’ Valuation If Jaguar Land Rover Sells More Cars Than Expected? on March 9th
Ralph Lauren Restructuring Operations After Disappointing Results on March 9th
Where Will PepsiCo’s Revenue And EBITDA Growth Come From Over The Next Three Years?on March 9th
Should Costco Increase Focus On Its E-commerce Initiatives? on March 9th
L’Oreal: Year 2015 In Review on March 9th
What Is Dunkin’ Brands’ Fundamental Value Based On Expected 2016 Results? on March 9th
How Has McDonald’s Revenue And EBITDA Composition Changed Over 2011-2015? on March 8th
Is Chipotle’s Commitment Towards Food Safety The Beginning Of A Turnaround? on March 8th
Best Buy And Its Battle Against Declining Trends In Tablets And Mobile Phones on March 8th
By What Percentage Have McDonald’s Revenues And EBITDA Grown Over The Last Five Years? on March 8th
What Is McDonald’s Revenue & EBITDA Breakdown? on March 8th
What’s McDonald’s Fundamental Value Based On Expected 2016 Results? on March 8th
Starbucks Says “Ciao”: How Significant Is the Italian Market For Its Growth? on March 7th
Technology
How Has Salesforce.com’s Revenue and Gross Profit Composition Changed Over The Last Five Years? on March 11st
Are Advertisers Losing Interest In Twitter? on March 11st
By How Much Has Salesforce.com’s Revenue & Gross Profit Changed In The Last 5 Years? on March 11st
By How Much Is Salesforce.com’s Revenue & Gross Profit Expected to Change In The Next 5 Years? on March 11st
How Is Salesforce.com’s Revenue and Gross Profit Composition Expected To Change In The Future? on March 11st
What Is Salesforce.com’s Fundamental Value Based On Expected 2015 Results? on March 11st
What is Salesforce.com’s Current Revenue and Gross Profit Breakdown? on March 11st
How The Youku Tudou Acquisition Can Benefit Alibaba? on March 10th
Why We Expect Apple’s iPhone Business To Shrink This Year on March 10th
What’s Sina’s Fundamental Value Based On Expected 2016 Results? on March 10th
How Has Activision Blizzard’s Revenue And EBITDA Composition Changed Over 2011-2015? on March 9th
By What Percentage Have Activision Blizzard’s Revenues And EBITDA Grown Over The Last Five Years? on March 9th
What Drove TripAdvisor’s Revenue And EBITDA Growth Over The Last Five Years? on March 9th
What’s Activision Blizzard’s Fundamental Value Based On Expected 2016 Results? on March 9th
How Much Can Groupon’s Revenues Grow Over the Next Five Years? on March 9th
How Much Did Groupon’s Revenue & EBITDA Grow In The Last Five Years? on March 9th
What Is Activision Blizzard’s Revenue & EBITDA Breakdown? on March 9th
Galaxy S7 Receiving Strong Reviews, What’s The Upside For Samsung If It’s A Hit? on March 9th
A 50% Increase In Active Advertisers In A Year: Can Facebook Sustain This Growth? on March 8th
How Has Sina’s Revenue & EBITDA Composition Changed In The Last Five Years? on March 8th
Online Advertising, Mobile Services: What’s Sina’s Revenue & Earnings Breakdown? on March 8th
What Is Groupon’s Revenue And Gross Profit Breakdown By Operating Segments? on March 8th
How Has Groupon’s Revenue Composition Changed In The Last Five Years? on March 8th
How Has Priceline’s Stock Performed In The Last Five Years? on March 8th
Robust Weibo Growth Drives Q4 Results For Sina on March 8th
Is LinkedIn Prioritizing Ad Revenue Through The Launch Of Its New Account Targeting Feature?on March 7th
Will Apple’s Upcoming iPad Refresh Really Matter? on March 7th
How Will Lexmark’s Laser Business Fare Out To 2020? on March 7th
Can Growth In India Boost Samsung’s Mobile Phone Revenues ? on March 7th
Financial Services
How Much Of Total U.S. Deposits Are Held By The 5 Largest U.S. Banks? on March 11st
How Have The Largest U.S. Banks’ Deposit Bases Grown In Recent Years? on March 11st
How Have P/B Ratios For The Largest U.S. Banks Changed Over The Last Five Years? on March 11st
What Are The Current Price-to-Book Ratios For The Largest U.S. Banks? on March 11st
How Important Is Net Interest On Assets For Ameritrade? on March 11st
A More Gradual Rate Hike Could Drive A 20% Downside To Schwab Price Estimate on March 10th
How Has Ameritrade’s Revenue & EBITDA Changed In The Last Five Years? on March 10th
How Is Ameritrade Expected To Grow In The Next Five Years? on March 10th
How Do The Largest U.S. Banks Fare In Terms Of Meeting Their Core Capital Ratio Targets? on March 9th
How Have Common Equity Tier 1 Capital Ratios For U.S. Banks Changed In Recent Years? on March 9th
Does It Make Sense For Wells Fargo To Acquire American Express, And For How Much? on March 9th
How Has Ameritrade’s Revenue Composition Changed Over The Past 5 Years? on March 8th
What’s Ameritrade’s Revenue And EBITDA Breakdown In Terms Of Operating Segments? on March 8th
What Led To Mixed Results In Ameritrade’s Revenue And EBITDA Growth In 2015? on March 8th
How Has The Constitution Of Schwab’s Asset Management Fees Changed In Recent Years? on March 8th
What Percentage Of Schwab’s Value Comes From Asset Management Fees? on March 8th
What Is Schwab’s Fundamental Value Based On Expected 2016 Results? on March 7th
What Drove Schwab’s Revenue And EBITDA Growth In 2015? on March 7th
Barclays’ Decision To Exit Africa And Slash Dividends Not Good News For Investors on March 7th
Energy & Utilities
What Has Led To More Than A 25% Decline In BP’s Revenues & EBITDA In The Last Five Years? on March 11st
How Has BP’s Revenue Composition Changed In The Last Five Years? on March 11st
What Is BP’s Revenue & Earnings Breakdown In Terms of Different Products? on March 11st
Why We Are Bullish On First Solar on March 11st
How Is Trina Solar’s Revenue Mix Expected To Change Over The Next 5 Years? on March 10th
China, United States, Europe: What Is Trina Solar’s Revenue And Gross Profit Breakdown? on March 9th
How Are Chevron’s Revenue & EBITDA Composition Expected To Change By 2020? on March 8th
How Has Trina Solar’s Revenue Mix Changed Over The Last 5 Years? on March 8th
What Drove Trina Solar’s Revenue And Gross Profit Growth Over The Last 5 Years? on March 8th
By What Percentage Can Chevron’s Revenues Grow Over the Next Five Years? on March 8th
How Is Trina Solar Expected To Grow Over The Next 5 Years? on March 8th
What Is Trina Solar’s Fundamental Value Based On Expected 2016 Results? on March 8th
How Has Chevron’s Revenue Composition Changed In The Last Five Years? on March 8th
What Has Led To More Than A 30% Decline In Chevron’s Revenues & EBITDA In The Last Five Years? on March 7th
What Is Chevron’s Fundamental Value Based On Expected 2016 Results? on March 7th
What Is Chevron’s Revenue & Earnings Breakdown In Terms of Different Products? on March 7th
Media & Telecom
How Much Have Ericsson’s Revenue & EBITDA Changed In The Last Five Years? on March 11st
What’s Ericsson’s Fundamental Value Based On Expected 2016 Results? on March 11st
How Has Ericsson’s Revenue Composition Changed In The Last Five Years? on March 10th
What’s Ericsson’s Revenue & Earnings Breakdown By Operating Segment? on March 10th
How Viacom Is Shielding Itself From The Cord-Cutting Trend? on March 10th
By How Much Have Sirius XM’s Revenue & EBITDA Increased In The Last Five Years? on March 9th
How Has Sirius XM’s Revenue Composition Changed In The Last Five Years? on March 9th
What’s Sirius XM’s Revenue & Net Income Breakdown In Terms Of Different Revenue Sources?on March 9th
What’s Sirius XM’s Fundamental Value Based On Expected 2016 Results? on March 9th
Why Sirius XM’s EBITDA Grew Slower Than Revenues In 2015? on March 9th
How Are Dish Network’s Revenue & EBITDA Composition Expected To Change By 2020? on March 7th
By What Percentage Can Dish Network’s Revenues Grow Over the Next Five Years? on March 7th
How Much Can Sprint’s Revenues & Gross Profits Grow Over the Next Five Years? on March 7th
Why Have Dish Network’s Revenues Increased ~20% While EBITDA Has Decreased ~20% In The Last Five Years? on March 7th
Industrials & Transportation
How Has American Airlines’ Revenue And EBITDA Composition Changed Over The Last Five Years? on March 11st
How Has The Oil Slump Impacted American Airlines’ Operating Margins? on March 11st
How Important Is United’s International Division For Its Overall Equity Value? on March 11st
What Is American Airlines’ Revenue And EBITDA Breakdown? on March 11st
What Is United’s Fundamental Value Based On 2016 Estimated Numbers? on March 11st
How Will United’s Revenue And EBITDA Grow Over The Next Five Years? on March 10th
Why Do We Think United Continental Is Worth $68 Per Share? on March 8th
What Is United Continental’s Revenue And EBITDA Breakdown? on March 8th
What Drove United’s Revenue And EBITDA Growth Over The Last Five Years? on March 8th
Did United Technologies Help Honeywell Dodge Its Own Bullet? on March 8th
Basic Materials
Freeport-McMoRan: A Look Back At The Year 2015 on March 11st
How Has Freeport-McMoRan’s Revenue Composition Changed Over The Last 5 Years? on March 11st
How Will Freeport-McMoRan’s Revenue Composition Change by 2020? on March 10th
By What Percentage Did Freeport-McMoRan’s Revenue & EBITDA Decline Over The Last 5 Years? on March 10th
What Is Freeport-McMoRan’s Revenue And EBITDA Breakdown? on March 10th
By What Percentage Can Cliffs Natural Resources’ Revenue & EBITDA Change Over The Next 3 Years? on March 7th
Health Care
Why We Are Bullish On Bristol-Myers Squibb on March 9th