trefis

iCloud Should Add to the Halo Effect for Apple Devices

On Monday, Apple unveiled iCloud, which will allow users to store digital files on remote servers, and access them through smartphones, PCs or tablets. This should give a boost to iTunes, but that accounts for only about 2% of Apple's value. The real gain will be in how iCloud adds to the appeal of Apple's more lucrative devices.

Rising Auto Sales Drive Sirius XM Subscriber Growth

Sirius XM's first quarter results were strong, with total subscribers up 9% from a year ago to a new high of 20.6 million and adjusted EBITDA of $181 million, up 15% year-over-year. But what should most interest investors are the moves it's making to amplify its growth in the years ahead.

Shutterfly Snaps Up Deals With an Eye on the Big Picture

Shutterfly completed its $333 million acquisition of Tiny Prints in April, just the latest in a series of purchases and partnership deals designed to position it for growth in a crowded business. Trefis's view of the company is that Shutterfly is on track to profit more than the market expects.

GM Drives Toward Profits in Growing China Market

The Chinese auto market is growing at a blistering pace despite concerns about the withdrawal of government incentive programs and the supply chain disruption from the tragic Japanese tsunami. Trefis thinks GM will be one of the main beneficiaries of this growth.

Why Bank of America Sold Its BlackRock Stake

BlackRock, the world's largest publicly traded asset management firm, recently agreed to buy back Bank of America's remaining 7% stake in the company for about $2.5 billion. Trefis looks at why Bank of America is selling, what the buyback means for BlackRock, and what the effect will be for its stock.

Austerity Means a Cloudier Forecast for LDK Solar

LDK Solar has long depended on demand driven by government subsidies from countries such as Germany, Spain and Italy, which makes it vulnerable in this period of European austerity. Trefis has revised its estimates for LDK Solar down -- but still meaningfully above the market price.

A Hot Solar Stock: SunPower's Sales Have Far to Rise

SunPower boasts of being able to manufacture the most efficient large-scale solar modules in the industry, and shipments of its residential and commercial components have been growing rapidly. Trefis predicts they'll keep growing, especially if federal policy shifts further in favor of solar.

Rising Food Costs Will Eat Into McDonald's Profits

McDonald's expects food costs to rise between 4% and 4.5% in the U.S. and Europe this year, which puts the fast food leader between a rock and a hard place: Leave prices the same, and profit margins suffer. Raise them, and cash-strapped customers may start foregoing their Big Macs.

The Three Key Ways LinkedIn Makes Money

Trefis currently has a $30 price estimate for LinkedIn stock -- about a third of the market price. Why the disparity? Take a look at the prospects for the three businesses that bring in the vast majority of LinkedIn's revenue, and the answer becomes clear.

Expedia's AirAsia Partnership Is Just the Ticket

Expedia, the world's largest online travel agency, soon will be selling flights, hotel bookings and holiday packages in the world's fastest growing aviation and tourism market, thanks to an exclusive deal with AirAsia. Trefis takes a look at what the deal will mean for both companies.

Trefis Values LinkedIn at Just $30 a Share: Here's Why

Trefis put a value estimate of $30 a share on LinkedIn as it launched its IPO Thursday. Shares actually opened at $83, raced past $100, and closed at $94.25. Wondering why the Trefis estimate is so much lower? Let's re-examine the fundamentals, and how they arrived at that number.

Bath & Body Works Grows to 25% of Limited's Value

Bath & Body Works is Limited Brands' second most valuable division after Victoria's Secret, representing 25% of the firm's estimated equity value. Trefis looks at how this key division is recovering from the recession, and what that could mean for the company overall.

Why Trefis Thinks DuPont Stock Is Undervalued

DuPont is a major player in the high-performance materials, chemicals, coatings and agricultural products businesses -- all of which are likely to improve as the global economy recovers. It's also investing heavily in emerging markets such as China, which will give it new engines for growth.

Why P&G Is a Great Stock to Hold Into Retirement

If you're nearing retirement, Procter & Gamble might be a good addition to your stock portfolio. Its personal care focus, its history of creating new products, its near 50% dividend payout and its strong cash flow give it a stable outlook and make it a compelling choice for those looking to buy and hold.

Rising Expenses Cut Into Wells Fargo's Outlook

Wells Fargo's stock dropped by about 5% after it announced its earnings last month, due to lower than expected home mortgage originations. While rising interest rates could be one factor, non-interest expenses were up by $616 million from a year ago. If those expenses stay that high, Trefis will be cutting its target for the stock.

Unilever Bulks Up in China With an Eye on the Future

Unilever, the second largest consumer goods company in the world, recently announced plans to build one of its largest production bases in China. Unilever already has sales in China worth over $20 billion and anticipates a substantial increase in this figure in the years ahead.

Mobile Data Profits Make Sprint a Buy

Based on Sprint's improving average revenue per user for mobile data service and the growth rate of its subscriber base, Trefis has raised its outlook for the telecom giant.

E-Trade Quarterly Results Show Broad-Based Gains

E-Trade recently released its results for the first quarter of 2011. The company ended the quarter on a high note, with improvements across its divisions. Based on its net income gains, Trefis sees the stock as slightly undervalued -- for now.

Should Netflix Stream Its Video Business Into the U.K.?

Netflix is enjoying a period of rapid expansion, riding on the popularity of DVD-by-mail and online video streaming. The question for investors is: What's next? Netflix has signaled that it plans to expand abroad, and the U.K. is a likely target. But is Britain ready for Netflix?

Ways to Profit as Banks Add on More Fees

Bank of America is trying to earn more revenue from its existing customer base by requiring customers to use more products and services in order to avoid monthly fees. If the banks are going to charge you more, you might as well profit from them. Here's how.

Smartphones Could Give a Boost to Verizon's Shares

Verizon says its smartphone penetration will increase from 26% in 2010 to 50% in 2011. That is a very aggressive target that should be good news for the stock. Investigate yourself how high the stock could go by clicking on the interactive chart inside the story.

Why Facebook Could Be Worth $125 Billion

A new report from financial research firm Trefis says Facebook's value could rocket to $125 billion. A new monetization plan that lets advertisers "sponsor" your actions on Facebook could give Facebook a huge new revenue stream and contribute to that lofty valuation.