My Trefis
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- My Collection
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- Abbott Labs ABT
- Accenture ACN
- Barclays BCS
- Boston Scie... BSX
- Costco COST
- Dell DELL
- DirecTV DTV
- Disney DIS
- HP HPQ
- JetBlue Air... JBLU
- Johnson & J... JNJ
- Medtronic MDT
- Nasdaq OMX... NDAQ
- NetApp NTAP
- Netflix NFLX
- NYSE Eurone... NYX
- Pfizer PFE
- Procter & G... PG
- Royal Bank... RBS
- Target TGT
- The Dow Che... DOW
- Time Warner... TWC
- Transocean... RIG
- United Cont... UAL
- VMware VMW
- Wal-Mart WMT
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Example question: Bloomberg reported that supply constraints are leading to iPhone shortages. Do Trefis analysts see a meaningful impact on AAPL?
Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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