Written by Trefis
Below is a summary of the activity at Trefis during the past week thatTrefis thoughtEconintersect 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 106 top stories this week:
Technology (34 articles)​
Amazon, 5 articles (8, 11 – 13, 19)
Activision, 2 articles (21, 24)
Alphabet, 2 articles (6, 31)
Baidu, 2 articles (29, 34)
e-Bay, 2 articles (22, 26)
Micron, 2 articles (1, 16)
Paychex, 2 articles (3, 25)
Texas Instruments, 2 articles (23, 30)
Consumer (21 articles)​
Best Buy, 3 articles (7, 15, 16)
Diageo, 2 articles (9, 21)
PepsiCo, 2 articles (1, 4)
Financial Services (11 articles)
NASDAQ OMX, 3 articles (5, 6, 10)
Media & Telecom (11 articles)
News Corp, 2 articles (2, 7)​​
Nokia, 2 articles (4, 5)
​Energy & Utilities (9 articles)​
EOG Resources, 8 articles (1 – 6, 8)
Health Care (9 articles)​​​
Medtronic, 4 articles (1, 2, 4, 7)
Intuitive Surgical, 3 articles (3, 6, 8)
Boston Scientific, 2 articles (5, 9)
Basic Materials (8 articles)​
​Industrials & Transportation (3 articles)​​
All 106 investment stories this week are listed below.
Technology
How Can The Brexit Impact Qualcomm? on July 1st
Paychex Earnings: HR Outsourcing, Client Funds Interest Drive Q4 Results on July 1st
Why Brexit Will Not Have A Significant Impact On The Semiconductor Industry on June 30th
A Scenario That Can Add To Akamai’s Value on June 30th
Will Brexit Impact Alphabet’s Revenues In The Future? on June 30th
How Do We Expect Expedia’s Hotel Business To Grow In The Next 5 Years? on June 30th
Here’s How Amazon Can Benefit From Expanding Its Digital Education Footprint? on June 30th
Why Is Pandora Worried About Its Content Costs? on June 30th
How Is Travelzoo’s Travel Related Business Expected To Grow In The Next 5 Years? on June 30th
Alibaba Vs. Amazon: Who Is Growing Faster In E-Commerce? on June 30th
How Amazon Makes Higher Profits Than Alibaba’s High-Margin Retail Business on June 30th
How Can Brexit Impact Amazon? on June 30th
Which Will Be The Most Important Segment To Fuel Priceline’s Future Growth? on June 29th
Facebook’s Latest Innovation To Make News Feed More “Personal” on June 29th
Micron’s Q3’16 Earnings Preview: Focus On Investment Priorities Will Pay Off Soon on June 29th
Should Salesforce Enter The ERP Market? on June 29th
How Will Slowdown In Hard Drive Business Impact Seagate This Year? on June 29th
Amazon Opens Two Data Centers In India To Accelerate AWS Expansion on June 29th
Why Samsung’s Networking Unit Is Betting Big On 5G on June 29th
Are Activision’s Investments In Growth Expected To Increase Going Forward? on June 28th
Here’s How eBay Can Benefit From Its African Expansion on June 28th
How Much Can The Embedded Processors Segment Add To Texas Instruments’ Topline In The Next Five Years? on June 28th
How Is Activision’s Console Revenue Composition Expected To Trend In The Future? on June 28th
How Is Paychex Expected To Perform In 2016? on June 28th
How Do Sales & Administrative Costs Impact eBay’s Income? on June 28th
What Has Been The Immediate Impact Of The Brexit Decision On The Online Travel Companies? on June 28th
What Will Drive ADP’s Revenue And EBITDA Growth In 2016? on June 28th
Here’s How Baidu Could Be Impacted By China’s New Rules For Online Search And Advertising on June 27th
Here Is Why The “Other” Segment Important For Texas Instruments on June 27th
Why The Acquisition Of WebPass Could Be Significant For Google Fiber? on June 27th
Why Did Apple Fare Better Than The Broader Market Following The Brexit? on June 27th
Twitter’s New App, Longer Vines And A $200 Million A Year Opportunity on June 27th
How Valuable Are Search Services To Baidu’s Business? on June 27th
Consumer
Why Is PepsiCo Bringing Crystal Pepsi Back? on July 1st
Will Avon Products Be Impacted By Brexit? on July 1st
Why We Revised Our Price Estimate For Bed Bath & Beyond on July 1st
Here’s How Favorable Price Mix Is Helping Coca-Cola And PepsiCo Increase Soft Drink Revenue on July 1st
Nike Q4 2016 Earnings: Share Price Dips Despite A Strong Quarter on June 30th
What Is The State Of The Illicit Cigarette Market In The European Union? on June 30th
Why Is Best Buy Testing A New In-Home Consultation Service ? on June 29th
Is Wal-Mart Exiting China With The Yihaodian Sale? on June 29th
How Will Diageo Perform In 2016? on June 29th
What Will Be Altria’s Revenue And EBITDA Breakdown In 2016? on June 29th
How Will The Brexit Impact Philip Morris? on June 29th
Is the Lululemon Stock Price Driven By Current Earnings or Sentiment? on June 28th
How Will Brexit Impact Unilever? on June 28th
How Do We Expect Guess’s North American Retail Business To Grow Over The Next 5 Years? on June 28th
How Much Is Best Buy’s Revenue And Gross Profit Expected To Change In The Next Five Years? on June 28th
How Is Best Buy’s Revenue Composition Trending? on June 28th
What Are Some Of The Trends Expected To Drive The Future Of The Beauty Market? on June 28th
How Will Ralph Lauren Perform In 2016? on June 28th
Is the Nike Stock Price Driven By Current Earnings or Sentiment? on June 27th
What Will Be Coach’s Revenue And EBITDA Breakdown In 2016? on June 27th
Can There Be A Silver Lining For Diageo In The Aftermath Of The Brexit? on June 27th
Financial Services​
How Important Is Asia For Manulife’s Growth? on July 1st
How Can Brexit Impact Prudential? on July 1st
Fed Approves Bank of America’s Plan To Return $8 Billion To Shareholders on July 1st
Brexit’s Impact On Brokerages: Positive And Negative on June 30th
How Far Ahead Is NASDAQ Compared To Its Peers In Equity Options Trading? on June 30th
Will NASDAQ’s Transaction-Based Revenues Recover In 2016? on June 29th
How Can Brexit Impact AIG? on June 29th
How Could Brexit Impact Schwab’s Stock In The Near Term? on June 29th
How Can Brexit Impact Metlife? on June 29th
What Will Be The Likely Impact Of NASDAQ’s Acquisitions On Its Revenue Mix? on June 28th
Brexit’s Impact On E-Trade: Delay In Rate Hike Could Hurt Results on June 27th
Media & Telecom
Is Sirius XM Leveraging Its Investments In Content Effectively? on July 1st
How Will News Corp Be Affected By Brexit? on July 1st
Can Motorola Operate More Efficiently Going Forward? on July 1st
How Much Downside Does Increased Competition Present For Nokia’s Stock? on July 1st
Where Nokia Stands In The Wireless Network Infrastructure Market on July 1st
Why Verizon Is Selling Smartphone Payment-Backed Bonds on June 30th
How Will News Corp Benefit From The APN Acquisition? on June 29th
How Are AT&T’s International Operations Expected To Trend? on June 29th
How Much Can Conventional Satellite Broadcast Add To Dish Network’s Topline In The Next Five Years? on June 28th
How Will T-Mobile’s Prepaid Business Trend Over The Next 5 Years? on June 28th
How Did U.S. Wireless Stocks React To Brexit? on June 27th
Energy & Utilities
How Will EOG Resources’ Production Trend Over The Next Few Years? on July 1st
How Will EOG Resources’ Revenue Move If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on June 30th
How Will EOG Resources’ Revenue Move If Crude Oil Prices Average $50 Per Barrel Till 2018? on June 30th
What Will Be EOG Resources’ Revenue And EBITDA Composition In 2016? on June 28th
How Will EOG Resources’ Revenue And EBITDA Grow Over The Next Five Years? on June 28th
How Has EOG Resources’ Revenue And EBITDA Changed Over The Last Five Years? on June 28th
Why SunPower’s Latest Efficiency Record Is Significant on June 28th
What Is EOG Resources’ Fundamental Value Based On 2016 Estimated Numbers? on June 27th
How Could The Brexit Impact The Solar Industry? on June 26th
Health Care​
How Has Medtronic’s Revenue And Gross Profit Changed Over The Last Five Years? on July 1st
What Is Medtronic’s Fundamental Value Based On Expected 2016 Results? on June 30th
How Does Intuitive Surgical Attract Its Customers To Upgrade To Latest da-Vinci Systems? on June 29th
How Has Medtronic’s Revenue Mix Changed In The Last five Years? on June 29th
What Is Boston Scientific’s Fundamental Value Based On Expected 2016 Results? on June 28th
How Can Intuitive Surgical’s Average Installed Base Change In The Next 5 Years? on June 28th
Why Is Medtronic Acquiring Heartware? on June 28th
How Much Can Instruments & Accessories Segment Add To Intuitive Surgical’s Revenues In The Next 5 Years? on June 27th
What Is Boston Scientific’s Revenue & Gross Profit Breakdown? on June 27th
​Basic Materials
Why Brexit Will Not Significantly Impact Aluminum Prices on July 1st
Here’s How Alcoa Plans To Apportion Its Debt Among Its Successor Companies Post The Upcoming Split on June 30th
Why Brexit Will Not Significantly Impact Iron Ore Prices on June 29th
Why Brexit Will Not Significantly Impact Copper Prices on June 29th
Why We’re Raising Our Price Estimate For Silver Wheaton To $20 on June 28th
Why We’re Raising Our Price Estimate For Barrick Gold To $19 on June 27th
Why Brexit Is A Positive Development For Precious Metal Prices on June 27th
Why We’re Raising Our Price Estimate For Newmont Mining To $34 on June 27th
Industrials & Transportation