My Trefis
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- Amazon AMZN
- AT&T T
- Barrick Gol... ABX
- Broadcom BRCM
- CME Group CME
- Coca Cola KO
- Dish Networ... DISH
- Disney DIS
- Dr Pepper S... DPS
- Facebook FB
- Goldman Sac... GS
- HP HPQ
- IBM IBM
- Intel INTC
- LinkedIn LNKD
- Monster MWW
- Morgan Stan... MS
- Nasdaq OMX... NDAQ
- Netflix NFLX
- Newmont Min... NEM
- NYSE Eurone... NYX
- Oracle ORCL
- PepsiCo PEP
- Qualcomm QCOM
- SAP SAP
- Silver Whea... SLW
- Sprint Next... S
- Texas Instr... TXN
- UBS UBS
- Wells Fargo... WFC
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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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* Companies:
If we do not get tariffs on solar panels, we are getting to a point where, in more markets, they are competitive with diesel or some of the other higher cost fossil fuels.
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If we do not get tariffs on solar panels, we are getting to a point where, in more markets, they are competitive with diesel or some of the other higher cost fossil fuels.