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We expect Boyd will make an equity contribution of $150 million and will develop and subsequently manage the facility. | 0 | neutral |
Table 3: Miscellaneous Figures and Computations for Ford Motor Automotive (in $MM, unless specified). | 0 | neutral |
Quarter-to-date (7/1/06-8/18/06) listings total approximately 134.9 million items, a 27.5% year-over-year increase (15.6% excluding Stores). | 1 | positive |
The saving grace was an aggressive reduction in the cost base, in part due to earlier retrenchments which saw a record 4.2% Qoq reduction in operating expenses ex-restructuring, to $6.14 billion (DB - $6.36). | 1 | positive |
Furthermore, with no and just over $2.5 Good core assets that generate stable cash flows and that can billion in cash on its balance sheet (24% of its market be used as collateral cap), the company has the capacity for substantial debt Improving cash flows/potential to grow cash flow within the burden, something vital... | 1 | positive |
Further, the company has been working to streamline its sales and marketing operations by cross-training its staff so they are capable of selling a broad range of products; however, the company has kept certain account managers in place to ensure continuity (e.g., Catena's sales representatives continue to manage Caten... | 0 | neutral |
The companies attributed the reason for the decision to the availability of new therapies for these patients that were not available at the inception of the monotherapy trial. | 0 | neutral |
First deliveries are expected in the fourth quarter of 2006 and the first quarter of 2007. | 0 | neutral |
We estimate that the average FAD payout ratio for the office group is 70+%. | 0 | neutral |
EMC's overall CLARiiON revenue rose 31% in 1Q04, ahead of Dell's most recent reported growth. | 1 | positive |
In this case, consumers in Illinois will be virtually deprived of service until the issue is clarified, which runs counter to the FCC's long-term objective of bringing broadband to every home in the nation. | 0 | neutral |
While the strategy at the business has been to grow through acquisition and to build-out regions to develop service density, the return on capital has been subpar. | 2 | negative |
Improved demand, higher pricing (base and surcharges) and the benefits of the J&L acquisition benefited y/y comparisons. | 1 | positive |
We also think that expanded coverage decisions from CMS for MADIT II patients will bolster Medtronic's ICD sales. | 1 | positive |
The changes in our EPS estimates essentially reflect the better than expected sale price of Eckerd and sale proceeds after taxes and other transaction related expenses. | 1 | positive |
Our checks show that memory orders continue to weaken and we now expect 1CQ08 orders down 10% or more for Semiconductor Capital Equipment (SCE) companies against street expectations of flat to up orders. | 1 | positive |
BMY exited '05 w/ $80M of Orencia inventory (implies $200M in sales at 60% gross mgn). | 0 | neutral |
Operating Cash Flow guidance also moved higher, +500M to $2.0-$2.2B, in line with our $2.3B model, implying 1.1-1.2x conversion next year. | 1 | positive |
CL shares are trading at 20x calendar 2008 estimates, in line with Coke. | 0 | neutral |
On May 28, 1999, Seagate sold NSMG to VERITAS Software Corporation, combining VERITAS' strength in the enterprise-class UNIX market with Seagate' desktop and Workgroup share s in Windows NT and NetWare environments. | 1 | positive |
Management hired aggressive branch managers, held them to very high sales goals and either paid them significantly (primarily through stock options), or forced their turnover. | 0 | neutral |
We are raising our estimates to further reflect Cognizant's ability to execute on the strong secular demand environment, and including the impact from the adoption of FAS123R. | 1 | positive |
Office Products sales benefited from strong binder and label sales in the US. | 1 | positive |
Advanced Materials was down in the quarter, mostly to due to softness in the semiconductor end market. | 2 | negative |
Latest data shows that Gauloises Blondes continues to grow and is rapidly approaching 5% of the German market, from a virtual standing start less than 10 years ago. | 1 | positive |
Company Continues to Fire on All Cylinders; Recommending Purchase. | 1 | positive |
Q2 2006 results were offset by $11 million, or 0.8 points, of reserve strengthening. | 0 | neutral |
Profitability supported by cost cutting and restructuring Operating profit of 10.0% beat our estimates (DB at 8.7%), supported by a 3% Y/Y decline in SAG. | 1 | positive |
As a result of the voting rights, AMD will consolidate its income statement with Foundry. | 0 | neutral |
In addition, ESRD patients generally try to block the absorption of some of the remaining dietary phosphate, which can be accomplished by converting phosphate in the gut to a form that can't be absorbed. | 0 | neutral |
� Investors and clinicians reacted positively to the data and expressed. | 1 | positive |
Although Constellation's family control is higher than its peers, we do not believe a discount is warranted for the following reasons:. | 0 | neutral |
We rate Microsoft shares outperform with a price target of $32.50. | 1 | positive |
We are forecasting the company to post margin expansion in the November quarter as a result of this cost-containment strategy, increased scale, and profitability of cross-selling services. | 1 | positive |
We remain on the sidelines awaiting regulatory feedback to the newest structure. | 0 | neutral |
Progress on this front will be crucial for the company over the next twelve months as reserve replacement cost measures were well above average - $26.49 per barrel equivalent through drilling for Devon, $15.58 for Ocean during '02 and three-year averages of $16.29 and $6.16 respectively. | 1 | positive |
Over this period, we believe SO's earnings will be primarily driven by the following factors: � � Retail electricity sales growth of 2.5%. | 1 | positive |
Claritin (including Claritin D), benefiting from a growing antihistamine market; U.S. sales of $327 million increased 71% and international sales grew 17% to $62 million. | 1 | positive |
Risks to our target price include rising interest rates, greater than anticipated competition, weaker than anticipated economic environment, potential changes in regulation and a change in the dividend taxation law.. | 2 | negative |
Of that, AIMCO owns or controls 246,070 units, with an aggregate ownership interest of 70%. | 0 | neutral |
Still a Drag We expect to see con't improvement in credit quality and market sensitive revenues in the near term. | 1 | positive |
The 777 accounted for about 21% of commercial revenues in the quarter. | 0 | neutral |
Tresemme in the US and the company's ethnic business, Pro-Line, also grew in the quarter. | 1 | positive |
Although the financing is relatively small, we expect that negative pressure on the stock could persist throughout the pricing period. | 2 | negative |
The company currently has authorization to repurchase up to $140MM worth of stock. | 0 | neutral |
Revenue was flat q/q and at the high end of the guidance range. | 1 | positive |
Data results were solid for Comcast, with subscriber net adds of 417k, vs. 367k in 4Q02 and 229k in 1Q02. | 1 | positive |
We continue to expect AMAT to report sequential orders growth of up to 20% as we stated in our August 13 research note versus the 10% guided by the company and the 7.6% consensus forecast. | 1 | positive |
Therefore, we believe that they made the decision to keep the business and to try to effect some change, in particular, to shore up the management depth and credibility. | 0 | neutral |
decision providing for an interim gas rate surcharge of $19.3 million and a $34 million reduction in depreciation rates, lower other expenses and increased gas transportation and storage services offset the milder weather and higher fixed charges. | 0 | neutral |
We expect economies of scale to allow MarMaxx to improve upon 1998's profitability and look for the operating margin of this division to trend toward 11% over the next couple of years. | 1 | positive |
ARPU has also benefited from the focus on bundling, increasing 5.5% year over year to $76.60 in 1Q07. | 1 | positive |
Despite these warning signs, most companies in the PC food chain we met with have not seen any change in order rates from either of the large PC OEMs. | 0 | neutral |
Conference call highlights included the following items: Key initiatives for FY05 include the company's "Urban Initiative," the addition of more "treasure hunt" items to the stores and an extra circular before Christmas, the development of a cooler program and physical expansion. | 0 | neutral |
Based on the appearance of relative root node injury, Herculex XTRA + Poncho outperformed YGRW + Poncho at all three test sites in July. | 0 | neutral |
The ones we found most indicative were discounted cash flow, and multiple and comparable analysis relying on price to s&es, price per page views, and value per user. | 0 | neutral |
Tellabs' validated its aspirations to be a provider of multi-service edge routers with its recent win with Cable & Wireless. | 1 | positive |
On the revenue front, we are at $2.1 billion versus guidance of flat to up 5% ($2.24-2.35 billion). | 0 | neutral |
Our projected trading range for COP shares is $54-$80. | 0 | neutral |
As you may recall Wendy's dramatically increased its dividend last year, doubling it to $0.48 after over a decade of paying a $0.24 dividend. | 1 | positive |
The free cash flow target for 2004 was maintained at $1.5-$1.7 billion, a result that we expect to grow in 2005 even as cash taxes begin to increase. | 1 | positive |
Associate's is set to report Q3 2000 results on October 17, 2000. | 0 | neutral |
Colgate's Total franchise posted 9% volume increases in North America and +8% globally.. | 1 | positive |
Newer stores opened in 2005, including Carmel, CA, San Antonio, TX, Pasadena, CA, and Naples, FL and these significantly exceeded expectations, which is encouraging for 2006.. | 1 | positive |
Duke's board of directors approved the company's 2005 EPS target for employee incentive bonuses. | 0 | neutral |
LOWERING ESTIMATE: We are lowering our 2003 earnings estimate by $0.05 to $1.65 to reflect the higher share dilution. | 2 | negative |
As a result, our 2003 ADD forecast is for revenue of $2.994 billion, up about 3.4% from 2002. | 1 | positive |
The compound has received fast-tract status from the FDA, and Genzyme claims that it has intellectual property protection until 2020, with new patents pending.. | 1 | positive |
In the intermediate term, CVS Caremark wants to use its IT systems to collect patient data to manage patients. | 0 | neutral |
We feel confident that NVDA will escape the seasonally slow 1H:FY:08 unscathed and take advantage of design win momentum and seasonal strength in the 2H:FY:08. | 1 | positive |
Sales and profits were down sequentially at the company. | 2 | negative |
- Seasonality, Promotional Impacts Felt International product listings fell 7% wk./wk. | 2 | negative |
the FDA has approved Truvada for the treatment of HIV. | 1 | positive |
Again pro forma for the above transactions, Comcast currently produces a free cash flow yield of 6.8% for 2006, and 8.7% for 2007. | 0 | neutral |
In addition, we believe that there will be easier DVD comparisons, as F4Q's 2005 had a relatively weak DVD release schedule, for both theatrical and television. | 2 | negative |
We are modeling 85% incremental margin on our expected sales increase, and subtracting approximately $30 million due to the transfer of resources to R&D from COGS associated with 65nm development work. | 1 | positive |
We debate the synergy of HD's supply business at this point. This is HD's largest growth area (through acquisitions). | 2 | negative |
Wal-Mart completed the acquisition of 118 Bompreco stores in March 2004. | 0 | neutral |
� Operating margins were 10.5%, 230 bps below 2004's 12.8% result. | 2 | negative |
Under the terms of the agreement, KREATECH will be responsible for the production of the CyDye -ULS while both companies will have the marketing rights for the labeling compounds to sell them under their own brand names. | 0 | neutral |
Finally, Apollo's EPS was $1.12, compared to our estimate of $1.00 and consensus of $0.98. | 0 | neutral |
Risks Risks include a weak uptake of drug eluting stents in the United States when introduced, regulatory risk (e.g. | 2 | negative |
We are raising our total FQ1 revenue estimate from $355 to $372 million, and EPS from $0.33 to $0.35. | 1 | positive |
On an EV/EBITDA measure, Campbell's 9.3x is 0.4x lower than the large-cap group average. | 0 | neutral |
National Guidelines for Newborn Screening: Recently the American College of Medical Genetics (AMCG) was commissioned to outline national newborn screening guidelines including, a standardized process and uniform panel of conditions that will be screened for. | 0 | neutral |
CTSH: Historical & Projected Quartely Income Statement. | 0 | neutral |
Management believes it has completed substantially all merger benefits on the cost side, so we don't look for meaningful savings in the expense line, excluding Pru. | 0 | neutral |
Boost grew faster as well, with 314k adds vs. our 250k. | 1 | positive |
With little public disclosure, we could be surprised by the ramp in profitability given the growth profile here.. | 1 | positive |
The company also noted that 2H 2002 revenues should grow compared to 2H 2001. | 1 | positive |
We assume it will be much lower than the approximate $0.40 gain in 3Q. | 2 | negative |
The company laid out 2012 guidance, projecting a 6% sales CAGR and margin expansion resulting in a 9% EPS CAGR (excluding share buybacks). | 0 | neutral |
We suggest that aggressive investors take advantage of current share price levels to initiate or add to existing positions in Teradyne shares. | 1 | positive |
Backlog is thus quite high, increasing to $3.4 billion, up 28%, representing roughly 100% of our revenue estimate for the next two quarters combined. | 1 | positive |
Valuation FISV trades at an EV/EBITDA multiple of just over 9x our CY08 EBITDA estimate, which is in-line with the average of its peers, yet the combined FISV/CKFR could grow its EBITDA ~ 40% in CY08. | 0 | neutral |
The business was profitable after all financing costs in the fourth quarter and we look for continued improvement there. | 1 | positive |
Revenue growth was 240 bps better than we anticipated, driven entirely by yields. | 1 | positive |
Increasing Estimates Due to the upside, we are raising our F06 revenue and EPS estimates from $1.71 billion and $0.93 to $1.72 billion and $0.94, but maintaining our F07 revenue and EPS estimates of $2.06 billion and $1.23. | 1 | positive |
We briefly note the following: Domestic operating margins rose smartly, to 18.3%, above our 16.5% forecast, as well as the 16.4% figure from one year ago. | 1 | positive |
The base business and margins were essentially flat. | 0 | neutral |
Subsets and Splits
Balanced Sentiment Sampled Data
Collects a balanced sample of positive, negative, and neutral labeled samples for potential training or analysis, but provides limited insight beyond the selection process itself.