The Trefis Top 5 – April 27 Insights

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In today's article lineup we launched coverage on Constant Contact ( CTCT ) with a price estimate of $30.66. We also wrote on The New York Times ' ( NYT ) paywall, discussed the continued fallout for Toyota ( TM ) from the Japan tragedy and looked at iPhone user's loyalty to AT&T ( T ) as well as inflation pressures on Kimberly-Clark ( KMB ).

Coverage Launch on Constant Contact - $30.66 Stock Price Estimate

Constant Contact ( CTCT ) is a provider of on-demand email marketing, event marketing and online survey solutions for organizations. Customers use the firm's products to create, send and track emails, events and surveys to their end users. This enables companies to build stronger relationships with their end customers which eventually helps them to increase their customer base and drive sales growth. The firm competes with a number of players in the space including Vertical Response, iContact, Eventbrite, Zoomerand and Surveymonkey.

See article .

NYT Confident in its New Paywall

The New York Times Company ( NYT ) recently announced its Q1 2011 earnings and provided an initial glimpse into the results of its newly introduced paywall. The paywall was recently implemented to encourage "heavy users" to subscribe. New York Times competes with News Corp's (NWS) The Wall Street Journal (WSJ) as well as internet-based outlets like Yahoo (YHOO), Google (GOOG) and AOL (AOL).

See article.

Toyota's Production Sinks, Downside to Loan & Lease Business

Toyota Motor Corporation ( TM ) is the world's largest automaker by sales and is headquartered in Japan. We believe that the damage in Japan from the earthquake and tsunami will negatively impact Toyota's lease and loans portfolio, which contributes 27% to Toyota's stock value. Toyota sells its vehicles under mainly three brands: Toyota, Lexus and Scion, and competes globally with automakers like BMW (GR:BMW), GM (GM), Daimler (ETR:DAI), Audi (GR), Ford (F), Honda (HMC) and Kimberly-Clark ( KMB ).

See article.

iPhone Users Hanging Onto AT&T

AT&T ( T ) recently released its Q1 2011 earnings and based on continued strength in connected device additions and controlled SG&A expenses, we have updated our price estimate for AT&T's stock to $38.08. One interesting note from the quarterly earnings was that iPhone-related business remain healthy for AT&T despite losing exclusivity in the recent quarter to Verizon (VZ). AT&T primarily competes with Verizon and Sprint (S) in the mobile and landline businesses.

See article.

Inflation Squeezes Margins At Kimberly-Clark

Kimberly-Clark ( KMB ) released its Q1 2011 earnings on April 25 th . We previously discussed our concerns over rising input costs, but the magnitude of the dent to EBITDA margins was a bit higher than we had expected. Kimberly-Clark's competitors Procter & Gamble (PG), Unilever (UL) and Colgate-Palmolive (CL) will release earnings on April 28.

See article.



The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.



This article appears in: Investing , Investing Ideas , Stocks , US Markets

Referenced Stocks: CTCT , KMB , NYT , T , TM

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