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Recent product introductions include American Standard's line of ClearTap water filtering faucets with digital display. | 0 | neutral |
We believe there are two key factors which set SBC apart. | 0 | neutral |
different glycosylated forms of human urinary EPO and that different purification protocols result in different subpopulations of glycosylated EPO proteins. | 0 | neutral |
Additionally, BBBY's 4Q and F06 guidance implies that multi-year margin expansion has largely run its course. | 1 | positive |
EPS of $0.31 was two pennies above our est and consensus. | 1 | positive |
USA Networks may get new opportunities to expand its business overseas through Vivendi distribution. | 1 | positive |
In addition, the stock is trading at a premium to its peers (see Exhibit 19). | 0 | neutral |
Separately, revenues from Auto Finance grew 19.3% year-over-year, while revenues from Middle Markets grew a more modest 5.2%. | 1 | positive |
Management reiterated that its strongest performance for the year should be in second half of FY04.. | 1 | positive |
We spent the last two days at the Healthcare Information Management and Systems Society (HIMSS) annual meeting in Atlanta. | 0 | neutral |
We believe that incentive management fees will be under significant pressure during the fourth quarter, as some management fees recognized in the previous quarters may need to be reversed as estimated fullyear managed hotel profits are likely to be much lower than originally thought. | 2 | negative |
Sequential earnings and cash flow were basically flat, as the impact of stronger realized gas prices was offset by a 2.6% decline in production and higher production and interest costs. | 0 | neutral |
Epogen was originally launched in 1989 for the treatment of patients with renal failure that were undergoing dialysis treatment. | 0 | neutral |
No decision has been made concerning writedowns; however, Placer had capitalized US$79 million as of the end of 1998, and advanced US$18 million to MINCA on behalf of the CVG. | 0 | neutral |
Our DCF/RI models also point to a $16 fair value and assume the following: Beta: 1.71 Risk-free rate: 5% (based on 10-year Treasury bonds) Market Premium: 4.0% Cost of capital: 11.8% EBITDA margins: remain in the 28% range in the forecast period (2008-2024). | 0 | neutral |
That Amazon is a share-gainer in e-commerce is a concept that has been clear since early 2007, but with the company zealously guarding all operating metrics from disclosure to investors and competition, the mechanics, as well as the rate at which it is gaining share, have been difficult to pinpoint. We would consider o... | 2 | negative |
Presented below are three MSFT operating system software products and their respective ship dates, RTM dates and associated lead times. | 0 | neutral |
Splinter Group Lunch On March 20 at an analyst splinter-group lunch, Paul Charron, Chairman and CEO of Liz Claiborne, discussed the company's strategies for growth in 2000. | 0 | neutral |
However, given the current uncertainty in its markets and high-forward expectations, we expect PMCS shares to trade in-line with our coverage group. | 0 | neutral |
Steady, but modest, cost cutting initiatives until now just have not been fast enough. | 2 | negative |
from prior year 0.2% -1.1% -0.3% -0.8% Note: FY 4Q'98 figures pre-released by Company, complete income statement has not yet been disclosed. | 0 | neutral |
The company's other businesses performed roughly in line with our expectations in the aggregate: a somewhat weaker-than anticipated result from the financial services segment (due to a relatively low volume of loan sales from CHEC) was largely offset by a stronger result from construction services and seasonally strong... | 0 | neutral |
We are revising our royalty revenue estimate for 2001 down to $95 million, within new guidance of $85-95 million, from $157 million. | 2 | negative |
We reiterate our $78 price target (13x our 2004 EPS estimate) and our Strong Buy rating.. | 1 | positive |
Apollo Group is an accredited, degree-granting provider of higher education in the U.S. Apollo operates 78 schools and 133 learning centers with 239,300 students in 38 states, Puerto Rico, and Vancouver, Canada.. | 0 | neutral |
Implications: We expect negative headwinds to continue for AMGN in the near-term, as the highly profitable anemia franchise struggles with the multiple threats of: 1) potential CERA launch, 2) EU biogenerics, 3) new technologies such as Fibrogen and Affymax, 4) negative trial data in cancer and nephrology indications, ... | 2 | negative |
We would note that the share of revenue from the top-10 clients has not changed so much, 16.7% in both 2008 and 2007. | 0 | neutral |
An earlier than anticipated sale of Duke's Southeast merchant plants could drive results above our. | 1 | positive |
We believe DG could work through the remaining items by the end of the fiscal year. | 0 | neutral |
We think HIG will raise more than $300 million in equity capital within the next six months in order to retain its AA- S&P financial strength rating and fulfill CEO Ramani Ayer's goal of eventually creating a $500$600 million cushion to absorb future shocks. | 0 | neutral |
After those there are no substantial maturities until 2006. | 0 | neutral |
In addition, there has been an increased emphasis on cross-selling real estate-secured loans to existing unsecured customers, private label, and personal unsecured customers to further increase real estate-secured lending. | 0 | neutral |
Going forward, we expect help wanted to return to a sustainable run rate of growth on easy comps and a real improvement in cyclical recruitment advertising. | 1 | positive |
We note that these new programs' potential results are not included in Block's guidance. | 0 | neutral |
In our view, standard components in UNIX could weaken the switching costs of customers, and thereby, result in potential for greater pricing pressures to keep customers. | 2 | negative |
maintain our Outperform rating with a 12-month price target of $47, 17 times calendar 1998 EPS of $2.76.. | 1 | positive |
On an adjusted basis, operating income was down slightly year-over-year from $258 million in 2Q 03 to $243 million in 2Q 04. | 2 | negative |
Finally, Phase 3 development of the ACG field includes the deepwater Guneshli platform commencing in 2008. | 0 | neutral |
We have modeled a range of possible outcomes for the Taxus data, along with corresponding EPS levels and stock prices. | 0 | neutral |
...and stock multiples BRCM is down 10% year-to-date, versus down 7% for the SOX index and down 5% for the S&P 500. | 2 | negative |
No news on major issues, but liquidity concerns appear to have moderated. | 0 | neutral |
Motorola has a proud legacy of being an innovator in the field of wireless communications, particularly in the handset market, and of making money. | 1 | positive |
We believe that chances of MRK hitting our bull case are now very high, >75%. | 1 | positive |
Our 12-month price target of $130 is based on approximately 17x our FY'08 EPS estimate of $7.54. | 0 | neutral |
The GSEs' public shareholders are happy with this approach, which absorbs the least amount of their capital today and maximizes future earnings. | 1 | positive |
Reported on-target revenues and EPS, yet stock was down 10%. | 0 | neutral |
Our 2009 EPS estimate of $2.65 assumes the benefit ratio rises to 91.5% compared with 90.8% in 2008. | 0 | neutral |
We believe the one real area of strength for Broadcom appears to be its Wireless and Mobile group. | 1 | positive |
The company's net interest margin on an adjusted basis was 1.89%, lower than the prior year's third quarter adjusted net interest margin of 2.09% overall. | 2 | negative |
Our 1999 operating margin expectation is 14 percent.. | 0 | neutral |
The change in reimbursement predominantly affects retail pharmacies, and more specifically independent pharmacies which may not be able to purchase at prices equal to AMP. | 0 | neutral |
We've acquired a company called Pix.com, which is the leading supplier of personalized photo gifts: T-shirts, mugs, mouse pads, calendars, frames, albums and 173 other products of this type. | 0 | neutral |
grouping � with EPS growth returning, partly fueled by better chlor-alkali margins; we see significant upside � outperform � target lowered to $77 per share to reflect more conservative valuation framework. | 1 | positive |
Constellation Energy Group is targeting an increase in its generating portfolio so that its current 6,000 MW of plant in service grows to 30,000 MW owned and/or controlled by 2005. | 0 | neutral |
Our price target of $23 is based on an 8.0x multiple on our updated 2007 EBITDA estimate of $570.7 million, down from $577.6 million. | 2 | negative |
This requires relatively large investments in equipment such as rolling mills. | 0 | neutral |
In addition, the company prepaid $25.0 million of debt and purchased approximately $50 million of additional inventory during the quarter, primarily to service the TRICARE contract out of its expanded Tempe, Arizona mail-order facility. | 0 | neutral |
Small Group and Individual: Showing progress around the country The California individual and small group membership also increased by 3% or 53,000 members year over year. | 1 | positive |
The Concord merger should enable FDC to accelerate the alternative network strategy. | 1 | positive |
Sales of call management features increased 21.0%. | 1 | positive |
This is really not news as the company has been indicating that it needs to exit GM businesses since the time of its IPO in 1999. | 0 | neutral |
We believe HON's projected revised mid-upper single digit decline in organic revenue growth in 2009 could still prove overly optimistic despite the company's recent revenue growth reduction for 2009 after 2Q09. | 2 | negative |
� What's New: A Decision on the Zyprexa Patent Litigation Expected on 4/14. | 0 | neutral |
1. Procrit/Eprex is JNJ's $4 billion drug for stimulating red blood cell production in patients suffering from anemia caused by either chronic renal failure (CRF) or chemotherapy. | 0 | neutral |
(3) TOTAL SYSTEM INCOME CONTRIBUTION SLIGHTLY EXCEEDED OUR ASSUMPTION Data processing income grew approximately 11.5% over Q3-98, driven by strong revenue growth associated with accelerating account growth. | 1 | positive |
Principal's board meets later this month, and we expect it will increase the company's buyback program. | 0 | neutral |
Sector: Industrial, Market Weight July 30, 2007 Earnings Reported - Full Analysis. | 0 | neutral |
Revenues for the segment were up 18.9%, while operating margins were 3.6% in 1Q03, up from 2.1% a year ago. | 1 | positive |
Management forecasts earnings growth of 25-35% in FY05. | 0 | neutral |
Notebook unit growth in Japan was more than 60% year over year.. | 1 | positive |
Our price target is predicated on both revenue growth and improving operating margins. | 1 | positive |
At this time, given the stronger economic data and Allied's numerous actions to improve its financial condition, we believe roughly a 75 basis point discount is appropriate; thus, our target TEVto-EBITDA multiple is now 7.25x versus our target multiple of 8x for Waste Management. | 1 | positive |
Real Estate segment operating income of $78 million rose 73% from fourth quarter 1999's $45 million and increased 42% from the third quarter 2000 result of $55 million. | 1 | positive |
NEW EPS OUTLOOK With the recurring revenues at an even lower level in April than we anticipated (ex Caldera) we needed to adjust down our July and October quarterly forecast. | 2 | negative |
Unless otherwise noted, prices are as of Thursday, May 23, 2002. | 0 | neutral |
On a full-year basis, this translates into approximately $0.04 in additional earnings per share, assuming a 34% tax rate. | 0 | neutral |
Additionally, higher competitive activity at a time of lower promotional levels by USSTC contributed to the shortfall. | 2 | negative |
Acquisition and same-store admissions drove the overall 8.5% increase in admissions. | 1 | positive |
However, it is easier to shift generic Zocor patients needing aggressive therapy to Vytorin based on its 1) LDL lowering capability, 2) safety relative to high-dose statins, & 3) 27% discount to high dose Lipitor. | 1 | positive |
The reason behind this revenue diversification is that each segment, while somewhat dependent on the level of and changes in interest rates, has its own unique growth drivers. | 1 | positive |
A back-of-the-envelope analysis suggests that, assuming no significant changes to spending, each $2 million in upside on the top line generates a penny of upside to the bottom line in our model. | 0 | neutral |
Gross margin was strong at 84.0% versus our model of 83.3% benefiting from the Restasis royalty buy-out and the elimination of contract sales, offset by some higher overhead. | 1 | positive |
We believe risks to achieving our 12-month price target include softness in North American and/or global demand, further material cost pressure (given exposure to auto), integration or restructuring mishaps, a tighter or costlier M&A environment, and/or an unwillingness on the part of investors to pay a richer multiple... | 2 | negative |
This unit showed 22% revenue growth in 2002, and 32% in 2001 fueled by higher debit and ATM card usage. | 1 | positive |
For each of its three EIA options (first, a 2-year point-to-point return, second, a fixed rate option, and third, a binomial payout model), the company fully hedges its risk upon inception (as opposed to a dynamic hedging process). | 0 | neutral |
The Wegener's trial is currently enrolling and data is expected in late 2003.. | 0 | neutral |
The top-line growth, as said by Unilever management, is going to be less high in 3Q01 than figures shown earlier this year. | 2 | negative |
We project that earnings will be up 44% on a year-over-year basis in the June quarter and 69% in the September quarter. | 1 | positive |
Strong top- and bottom-line performances combined with these two catalysts of debt reduction and unlocking KBR value should provide upside momentum to HAL's share price in our opinion. | 1 | positive |
Additionally, we note that our lack of confidence in Clorox management's prior guidance for 4Q03 also reflected our uneasiness about the company's overall forecasting abilities. | 2 | negative |
Operating profit in the quarter increased 15.9% year over year to $18.3 million from $15.8 million. | 1 | positive |
ARPU has remained flat, while voice ARPU has actually declined.... | 2 | negative |
Revenue to inventory has been moving higher from 16.9x to 19.6x in the same time frame. | 1 | positive |
Risks to Valuation: Current risks to our valuation include macro economic and interest rate risk, which could negatively impact both revenue and earnings growth. | 2 | negative |
We continue to believe that Kimberly-Clark will see its multiple expand relative to other branded consumer non-durable consumer products companies, particularly in the aftermath of the Neenah Papers spinoff (which should make KMB more stable). | 1 | positive |
Apache, on the other hand, is down 10% year-to-date and down 18% relative to the market. | 2 | negative |
Express Scripts' customers can have any medical question answered 24 hours a day, 365 days a year. | 0 | neutral |
We think Oracle is the best positioned enterprise software company and the most capable of handling a potential slowdown in IT spending. | 1 | positive |
It sells the power which is excess to its smelting requirements predominantly to BC Hydro and Powerex for resale. | 0 | neutral |
While November suffers from fewer shopping days due to the shift in Thanksgiving holiday, the company's initial November guidance was lower than we anticipated, leading us to believe that heavy discounting and promotions across the retail landscape could be negatively impacting traffic patterns at Big Lots stores. | 2 | negative |
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.