My Trefis
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- My Collection
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- Accenture ACN
- Alaska Air... ALK
- Baidu BIDU
- Bank of Ame... BAC
- Capital One COF
- Cisco CSCO
- Citigroup C
- Costco COST
- Dell DELL
- Delta Air L... DAL
- HP HPQ
- Intel INTC
- JPMorgan Ch... JPM
- Lexmark LXK
- MetLife MET
- Microsoft MSFT
- Morgan Stan... MS
- NetApp NTAP
- Procter & G... PG
- Prudential... PRU
- Sina SINA
- Southwest A... LUV
- Target TGT
- Travelers TRV
- U.S. Bancor... USB
- UnitedHealt... UNH
- VMware VMW
- Wal-Mart WMT
- 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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Think this is bad, wait the Teamsters will be arriving in late January.