Written by Trefis
Below is a summary of the activity at Trefis during the past week thatTrefis 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 120 top stories this week:
Consumer (45 articles)​
Altria, 8 articles (12, 19, 21, 28, 38, 39, 42, 45)
Tesla, 7 articles (13, 14, 25, 29, 32, 36, 44)
Home Depot, 5 articles (2, 3, 5, 6, 10)
Rite Aid, 5 articles (18, 24, 27, 31, 35)
Urban Outfitters, 4 articles (23, 26, 30, 34)
Avon, 3 articles (22, 33, 37)
Ford, 3 articles (4, 19, 42)
GM, 2 articles (15, 43)
Technology (30 articles)
eBay, 8 articles (9, 10, 12, 17, 18, 21 -23)
EMC, 4 articles (1, 2, 8, 16)
Pandora, 4 articles (27 – 30)
Apple, 2 articles (19, 26)
Expedia, 2 articles (4, 6)
Micron, 2 articles (3, 28)
Media & Telecom (17 articles)​
The New York Times, 6 articles (2, 3, 6, 7, 11, 12)
BlackBerry, 4 articles (5, 8, 13, 17)
Chinese wireless carriers, 2 articles (9, 10)
Financial Services (15 articles)
U.S. Investmnt Banks, 4 articles (4, 7, 13, 14)
European Investment Banks, 4 article (5, 8, 12, 15)
Intercontinental Exchange, 3 articles (1 – 3)
Prudential, 3 articles (9 – 11)
Basic Materials (6 articles)​
Alcoa, 2 articles (4, 6)
Vale, 2 articles (1 – 3)
​Energy & Utilities (5 articles)​
Health Care (3 articles)​​
Abbott, 3 articles (1 – 3)
Industrials & Transportation (no articles)​
All 120 investment stories this week are listed below.
Consumer
How Was L Brand’s Monthly Performance In March 2016? on April 8th
Where Will Home Depot’s Revenue And EBITDA Growth Come From Over The Next Three Years? on April 8th
By What Percentage Have Home Depot’s Revenues And EBITDA Grown Over The Last Five Years? on April 8th
Wynn’s Preliminary Q1 Results Points Towards Outperformance In The Macau Market on April 7th
What Is Home Depot’s Revenue And EBITDA Breakdown? on April 7th
How Has Home Depot’s Revenue And EBITDA Composition Changed Over 2012-2016E? on April 7th
What’s Wynn Resorts’ Fundamental Value Based On Expected 2016 Results? on April 7th
What’s Wynn Resorts’ Revenue & EBITDA Breakdown? on April 7th
What Is Revlon’s Fundamental Value Based On 2016 Estimated Numbers? on April 7th
What Is Home Depot’s Fundamental Value Based On Expected 2016 Results? on April 7th
Does PepsiCo Need A CEO Succession Plan? on April 6th
How Will Altria’s Revenue And EBITDA Change In The Next 3 Years? on April 6th
How Much Of Tesla’s Overall Revenue Is Unrecognized Due To Accounting Principles? on April 6th
How Much Do Tesla’s GAAP and Non GAAP Margins Differ? on April 6th
GM Retains Top Spot In The U.S. Auto Market In Q1 on April 6th
How Did Premium Vehicle Brands Fare In The U.S. Auto Market In Q1? on April 6th
Walgreens Q2 2016 Earnings Review: Acquisition Synergies To Boost Margins Going Forward on April 6th
What To Expect From Rite Aid’s Q4 and Fiscal 2016 Earnings? on April 6th
How Has Altria’s Revenue And EBITDA Composition Changed In The Last 5 Years? on April 6th
Can Costco Attract Customers With Its New Partnership With Visa? on April 5th
Altria: Year 2015 In Review on April 5th
What Led To Avon’s Revenue And EBITDA Decline Over The Last Five Years? on April 5th
By How Much Have Urban Outfitters’ Revenue & EBITDA Increased In The Last Five Years? on April 5th
What contributed to Rite Aid’s topline growth in 2015? on April 5th
How Much Revenue Does Tesla Make Per Each Unit Vehicle Sold? on April 5th
What’s Urban Outfitters’ Revenue & Net Income Breakdown By Different Operating Segments? on April 5th
Where Is Rite Aid’s Topline Growth Expected To Come From In 2016? on April 5th
How Has Altria’s Shipment Volume, By Brand, Changed Over The Past 3 Years? on April 5th
How Has Tesla’s Gross Margin Behaved Over The Last Three Years? on April 5th
How Has Urban Outfitters’ Revenue Composition Changed In The Last Five Years? on April 5th
What is Rite Aid’s Current Revenue & EBITDA Breakdown? on April 5th
How Much Does Tesla Spend On Research and Development? on April 5th
What Is Avon’s Fundamental Value Based On 2016 Estimated Numbers? on April 5th
What’s Urban Outfitters’ Fundamental Value Based On Expected 2016 Results? on April 5th
What’s Rite Aid’s Fundamental Value Based on Expected 2016 Results? on April 5th
How Much Does Tesla Spend On Selling, General and Administrative Expenses Per Unit Sold? on April 5th
Why We’re Revising Our Price Estimate For Avon From $3 To $5 on April 5th
How Has Altria’s Retail Share In Smokable Products And Smokeless Products Changed Over The Last Year? on April 5th
What is Altria’s Revenue And EBITDA Breakdown? on April 4th
Why Ford’s Q1 Sales Gains In The U.S. Should Worry Investors on April 4th
Are Declining Car Sales Impacting Toyota In the U.S.? on April 4th
What is Altria’s Fundamental Value Based On Expected 2016 Results? on April 4th
Why GM’s February Sales Numbers In China Are Misleading on April 4th
Why Tesla’s March 31st Release Marked A Step Change For Electric Vehicles on April 4th
By What Percentage Did Altria’s Revenue & EBITDA Grow In The Last 5 Years? on April 4th
Technology
What’s EMC’s Revenue & Earnings Breakdown By Segment? on April 8th
How Has EMC’s Revenue & EBITDA Composition Changed Over The Last Five Years? on April 8th
Samsung’s Preliminary Q1 Numbers Likely Driven By Strong S7 Sales, Better Cost Management on April 8th
What Drove Expedia’s Revenue And EBITDA Growth Over The Last Five Years? on April 8th
What Does Qualcomm’s Latest Licensing Deal With EWPE Imply? on April 8th
Where Can Expedia’s Growth Come From In The Next 5 Years? on April 8th
What Is Travelzoo’s Fundamental Value Based On 2016 Estimated Numbers? on April 8th
What Will EMC’s Revenue And EBITDA Look Like In 5 Years? on April 8th
How Did eBay Compare With Amazon On Same-Store-Sales Growth In March? on April 8th
Is eBay Focusing On Brand Building? on April 7th
Here’s How Alibaba Is Keeping Its Users Hooked To Alipay on April 7th
What Is eBay’s Fundamental Value Based On Expected 2016 Results? on April 7th
How Much Revenue Can Periscope Generate Over The Next 3 Years? on April 7th
What Is Priceline’s Fundamental Value Based On 2016 Estimated Numbers? on April 7th
What Is TripAdvisor’s Fundamental Value Based On 2016 Estimated Numbers? on April 7th
What’s EMC’s Fundamental Value Based On Expected 2016 Results? on April 7th
How Much Can eBay’s Revenue & EBITDA Grow In The Next Five Years? on April 6th
How Much Has eBay’s Revenue & EBITDA Grown In The Last Five Years? on April 6th
Can The iPad Pro Revive Apple’s iPad Franchise? on April 6th
Why Has Cree Lowered Its Q3 2016 Guidance? on April 6th
What Can Move eBay’s Stock 10% In The Next 1-2 Years? on April 6th
How Has eBay’s Revenue Composition Changed In The Last Five Years? on April 5th
What Is eBay’s Revenue Breakdown By Segment? on April 5th
Can “Learning Paths” Boost LinkedIn’s Education Revenues? on April 5th
Where Will Activision Blizzard’s Revenue And Gross Profit Growth Come From Over The Next Three Years? on April 5th
Why We Expect iPhone ASPs To Trend Lower on April 5th
What’s Pandora’s Revenue & Net Income Breakdown In Terms Of Different Revenue Sources? on April 4th
How Has Pandora’s Revenue Composition Changed In The Last Five Years? on April 4th
By How Much Have Pandora’s Revenues & EBITDA Increased In The Last Five Years? on April 4th
What’s Pandora’s Fundamental Value Based On Expected 2016 Results? on April 4th
Media & Telecom
Verizon Is Preparing To Bid For Yahoo’s Internet Business. How Much Is It Worth? on April 8th
How Much Of NYT’s Value Comes From Digital Subscriptions? on April 7th
How Important Is The Digital Advertising Business Becoming For NYT? on April 7th
Can An Increase In Subscription Rates Impact Netflix’s Subscriber Growth? on April 6th
How Is BlackBerry’s Revenue Composition Expected To Change Over The Next 5 Years? on April 6th
How Much Upside Can An Increase In Digital Subscribers Drive For NYT? on April 6th
What Can Drive A 10% Downside To NYT’s Stock In The Next 2 Years? on April 6th
What Is BlackBerry’s Fundamental Value Based On Expected 2016 Results? on April 5th
How Have Chinese Carriers’ Subscriber Bases Trended Over The Last 5 Years? on April 5th
How Have ARPUs Of The Three Chinese Wireless Carriers Trended Over The Last Few Years? on April 5th
How Is NYT Expected To Grow In The Next Five Years? on April 5th
What Drove NYT’s Revenue And EBITDA Growth In 2015? on April 5th
Despite Mixed Results, Things Could Stabilize For BlackBerry This Year on April 5th
Can India Be The Next Growth Market For Viacom ? on April 4th
Can Shanghai Boost Disney’s Theme Park Revenues? on April 4th
How Important Is The Services Segment For Motorola Solutions? on April 4th
BlackBerry Posts A Mixed Q4 As Hardware & SAF Revenues Lag on April 4th
Financial Services​
IntercontinentalExchange’s March Cash Equities Volumes See Growth on April 8th
IntercontinentalExchange’s Equity Option Volumes See Robust Growth In March on April 8th
IntercontinentalExchange Sees Growth In Commodity & Financial Derivative Volumes In March on April 8th
What Was The Total Size Of M&A Deals Closed By Major U.S. Investment Banks In Q1? on April 7th
What Was The Total Size Of M&A Deals Closed By Major European Investment Banks In Q1? on April 7th
Trade Volumes Up For CME Across Key Asset Classes In March on April 7th
How Have Debt Origination Deal Volumes For U.S. Investment Banks Changed In The Last 5 Quarters? on April 6th
How Have Debt Origination Deal Volumes For European Investment Banks Changed In The Last 5 Quarters? on April 6th
What Is Prudential’s Fundamental Value Based On Expected 2016 Results? on April 5th
How Much Did Prudential’s Revenue & EBT Grow In The Last Five Years? on April 4th
How Has Prudential’s Revenue Composition Changed In The Last Five Years? on April 4th
What Was The Share Of European Investment Banks In Global Equity Underwriting For Q1 2016? on April 4th
What Was The Share Of Major U.S. Investment Banks In Global Equity Underwriting For Q1 2016? on April 4th
How Have Equity Underwriting Deal Volumes For U.S. Investment Banks Changed In The Last 5 Quarters? on April 4th
How Have Equity Underwriting Deal Volumes For European Investment Banks Changed In The Last 5 Quarters? on April 4th
Basic Materials
What Is Vale’s Revenue & EBITDA Breakdown? on April 8th
How Has The Increase In Steel Imports To The U.S. Impacted U.S. Steel’s U.S. Flat-Rolled Steel Operations? on April 8th
Why We’re Revising Our Price Estimate For Vale From $3 To $4 on April 8th
Alcoa’s Q1 2016 Earnings Preview: Weakness In Aluminum Prices To Negatively Impact Revenue & Earnings on April 8th
How Has The Increase In Steel Imports To The U.S. Impacted ArcelorMittal’s North American Operations? on April 7th
How Has Alcoa’s Reporting Structure Changed? on April 6th
Energy & Utilities
How Will The Halliburton-Baker Hughes Deal Failure Impact Halliburton’s Equity Value? on April 7th
What Is Chesapeake Energy’s Fundamental Value Based On 2016 Estimated Numbers? on April 6th
What Is Transocean’s Fundamental Value Based On 2016 Estimated Numbers? on April 6th
How Is SunPower’s Revenue Composition Expected To Change Over The Next 5 Years? on April 5th
Health Care
What’s Abbott’s Fundamental Value Based On Expected 2016 Results? on April 8th
How Has Abbott’s Revenue Mix Changed In The Last 5 Years? on April 8th
By What Percentage Did Abbott’s Revenue & Gross Profits Grow In The Last 5 Years? on April 8th
Industrials & Transportation
No articles this week.