text stringlengths 47 679 | label int64 0 2 | label_text stringclasses 3
values |
|---|---|---|
More details to follow to follow after the conference call.. | 0 | neutral |
Bookings declined 8% y/y, the book-to-bill ratio came in at 0.94, and backlogs went up by 27%. | 2 | negative |
The company indicated that national pacing were flat, implying local is up 1-2%. | 0 | neutral |
Due to the post Miles temporary absence of share repurchases, our existing forecast of a "difficult" year for Kraft in 2004, and PMI's well-documented excise tax issues in Western Europe (in particular, substantial excise tax increases in France, Germany, and Italy adversely impacting PMI's unit volume growth outlook a... | 2 | negative |
Strong growth in both ice (+35%) and non-ice applications. | 1 | positive |
Fasteners Pricing Flat and Below Trend -- Not an Attractive Sector. | 2 | negative |
So long as these concerns exist, we think valuation is unlikely to improve. | 2 | negative |
Efforts to improve retention of Wells` enormous customer base will likely be the most significant source of incremental revenues over time. | 1 | positive |
Sales of the 2nd generation antibody will result in a lower royalty to Biogen. | 2 | negative |
The company stated that the consolidation of the golf equipment industry and a competitive rate environment adversely affected the top line. | 2 | negative |
We will adjust our estimates following the company's call tomorrow at 8:00 am EDT. | 0 | neutral |
After two years of price cuts, grocers are still working to narrow the price gap with Wal-Mart and other discounters. | 0 | neutral |
We expect the electronics business to grow 8%/9% for F06/F07, bio-analytical to grow 6% and 10%. | 1 | positive |
Moves to preserve their liquid financial resources as well as moves to ancillary sources of capital are also being explored. | 0 | neutral |
We estimate Human Code to contribute incremental revenue of $1.5M in 3Q00, $5M in 4Q00, and $30M in 2001. | 1 | positive |
On a FV/EBITDA basis, PBG is trading at 7.6 times estimated 2004 EBITDA, which represents a 5% premium to its two year average multiple of 7.3 times. | 0 | neutral |
Monster announces terms of settlement with former CEO. | 0 | neutral |
This target price implies an estimated 2004 EV/EBITDA multiple of 5.4 times versus 5.6 times for ALLTEL, 5.6 times for the regional Bell operating companies (RBOCs), 7.4 times for the wireless stocks (based on price targets), and 3.5 times for AT&T Corp (based on current price and company earnings before interest, taxe... | 0 | neutral |
Until resolution, Robbins will be losing $1.5 million a quarter. | 2 | negative |
As of July 31, 2006, AVP had recruited 154,934 reps, indicating that 33,339 reps received licenses in August. | 0 | neutral |
Specifically, we calculate that Qwest will generate sufficient near-term free cash flow which, when combined with the company's cash on hand, should support not only a $1.0-$1.5B share repurchase program, but also a regular dividend sized to deliver a 4% yield at the current share price. | 1 | positive |
� In the long term, Brunswick targets a return to peak op. | 0 | neutral |
Occupancy percentage was 101.9% below our forecast of 103.5%; total passengers carried was 831,000. | 2 | negative |
Countries in which the company has had success in this area include India and the Philippines. | 1 | positive |
The company benefits fr om a number of well known br and names, such as Stanley , Bostitch, MAC, Proto , and Husky . | 1 | positive |
A third well on a prospect 300 miles away from the dry holes, Edd #1, is currently drilling. | 0 | neutral |
General Re's first quarter 1997 results were reduced by two large property losses--the Chunnel fire in Europe and a fire in a large semiconductor plant in Taiwan, which served to reduce earnings by perhaps $0.08 per share. | 2 | negative |
90% of Sherwin-Williams' Paint Stores customers are professional contractors, who tend to be a very loyal crowd to quality building products, like Sherwin-Williams paint. The ever increasing demand by Baby Boomers for larger, more expensive, repair and remodeling jobs should bode well for continued strength in Sherwin'... | 1 | positive |
Operating Summary Total revenues grew 11% to $2.393 billion, as expected -- core up 6% and 5 points from net acquisition/divestiture. | 1 | positive |
From a product standpoint, all major product areas experienced absolute dollar increases except for Foundation products (most tied to box shipments) in 4Q. | 1 | positive |
In particular, we are concerned that spark spreads volatility will yield a poor return on FPLE's merchant portfolio. | 2 | negative |
Not only has KBR cut operating costs, international energy demand is expanding, which is fueling growth in the international oil and natural gas markets. | 1 | positive |
Sequentially, organic enrollment fell by 60,000 net members to 2.45 million primarily as a result of previously announced large group losses in St. | 2 | negative |
As a result, we continue to expect MWV's credit profile and financial metrics to deteriorate over the medium term (2�3 years). | 2 | negative |
Unit Volume Growth Still Tepid, Both In U.S. And Abroad. | 2 | negative |
Credit operations came in healthy with net write offs at 8.5% of trailing receivables and with a widening provisions gap. | 1 | positive |
This position does not change with the first-quarter report. | 0 | neutral |
Other strategic measures to be exploited include the alldigital transition (which would fortify the current analog video subscriber base by coupling expanded basic tiers with VOD, HD, DVR and other digital services that currently require a digital box, which is still only about 38% as of 2Q04 in Comcast's case) and mor... | 0 | neutral |
However, this was offset by better than expected results for both E&P and chemicals, as well as lower corporate charges. | 1 | positive |
Nevertheless, we view the strategy of using the 401k retirement product as an introduction to the firm, and the subsequent product offerings as a mechanism to attract incremental assets per client, as not only realistic but also consistent with its primary objective of luring clients to its investment management franch... | 1 | positive |
Consensus (currently $3.11) likely will come down short term as well, particularly if equity mkts don't recover by quarter-end. | 2 | negative |
into 4Q which holds our 2000 EPS estimate at $1.47 which represents just over 15% y-o-y EPS growth. | 1 | positive |
New products and DSD execution drove sales growth. | 1 | positive |
During FQ4 CSC announced new signings of approximately $2.8 billion consisting of federal signings of $2.4 billion and commercial signings of $400 million. | 0 | neutral |
Medication Delivery Business -- 39% of Sales ($842 million, up 12.3%). | 0 | neutral |
Since 2003 should be the first full year of growth for the semiconductor industry, we are using the average 3Q and 4Q 2003 EPS to calculate that number, which is $0.60. | 0 | neutral |
Print biz ($100M rev), $0.02/shr charge for asset writedown. | 2 | negative |
Management's renewed focus on cost cutting and operating efficiencies, clearly indicated by restructuring moves, gives us additional confidence in our EPS forecast. | 1 | positive |
Management rattled off several impressive metrics: Xbox has sold 22MM consoles to date, and outsold PS2 in North America in the past holiday season; Xbox Live reached 2MM+ subscribers faster than TiVo, AOL or HBO; the company sold $125MM of Halo 2 on opening day, more than any other entertainment product, movie, music ... | 1 | positive |
After the original Prescription Drug User Fee Act (PDUFA) action date was extended by three months, Mylan received an approvable letter from the FDA in May 2005. | 1 | positive |
� The co. appears to be on track to generate $1 bil. | 0 | neutral |
This premium averaged $2.70/mcf in 3Q01, which added an estimated $0.12/share to EPS. | 0 | neutral |
Meanwhile, revenue and profit continue to be very strong at ALICO, in part, we believe because of continued growth in Japan. | 1 | positive |
When customers switch back to the utility from alternative energy suppliers, PSEG Power provides energy to these returning customers. | 0 | neutral |
The FDA presenter noted that the vasculitis and death observed in rats may be an issue in humans given that the human dose is higher than that in the rat. | 2 | negative |
For FY2004, our revenue/EPS estimate goes to $3.6B/($0.30), from a previous $3.7B/($0.42), while our FY2005 estimates now call for revenue $3.9B (+9%Y/Y) and EPS improves to $0.20 vs. our previous $0.15 (and vs. consensus moving up but still just $0.12). | 1 | positive |
We are reiterating our Outperform rating on shares of SAFC. | 1 | positive |
In North America, supply inventories had declined to razor-thin levels and fiber manufacturers finally began to benefit from them. | 1 | positive |
No change to balance sheet or cash flow While reported earnings will get hit, there will be no fundamental change to the balance sheet or cash flow. | 0 | neutral |
Low Churn Rates The company continues to have a fairly low churn rate (at 2%). | 1 | positive |
In this position, Walters is responsible for a global company with $13.4 billion in annual revenues and $372 billion in assets under management as of December 2007. | 0 | neutral |
IDC, a well-respected market consulting firm, was reported to have estimated that worldwide unit shipments of PCs in the third quarter rose 18.5%, somewhat better than an earlier assessment that forecast 17% growth, led by over 35% growth in Asia and Japan. | 1 | positive |
North American laundry compaction conversion is on track with the first conversion wave to take place in September. | 0 | neutral |
Exhibit 1: LLTC Summary of March Quarter Earnings and June Quarter Guidance. | 0 | neutral |
While this level is not quite as robust as others we have seen in the 13-14x range, we nonetheless see this as positive as it still supports the 10.5x pipeline EBITDA multiple we assume in our valuation. | 1 | positive |
Negative foreign exchange impact expected to moderate. | 0 | neutral |
However gross margin of 65.6% was 40 bps above our forecast and 60 bps ahead of guidance, which combined with lower opex of $3,699M - flat q/q and at 35.8% of revenue was well below guidance of 37% - added $0.02 to upside. | 1 | positive |
Outside of the U.S., the company's drilling activity continues to get the job done as Far East natural gas volumes rose 8% sequentially and 4% over last year. | 1 | positive |
The goal of "Target 285" is to achieve an incremental $285 million in annual pretax income by 2001.. | 1 | positive |
We believe that it is clear that the wireless market in North America will not support the current competitive landscape. | 2 | negative |
Despite channel fill of new inkjet hardware and supplies products in the June Q, management expects channel inventories to remain relatively flat. | 0 | neutral |
As the first generic Alphagan ANDAs were filed in January and are likely to experience the 30-month patent challenge clock, we do not expect generics until 2H04 at the earliest (Allergan sued Bausch & Lomb (BOL, 3M, $37, DeZoysa)and Alcon (ACL#, 2H, $33, Larson/Nalbone) for patent infringement in January 2002). | 0 | neutral |
According to CEO Mark Bulriss, "These actions involved many difficult decisions but conditions today require a forceful response to sustain our competitiveness." � $63.5 million repositioning charge, which follows 2Q's $235 million charge. | 0 | neutral |
Third, we expect that the contribution margins on telephony and data can be quickly improved. | 1 | positive |
In Southern California, Unilab's Tarzana location (the largest lab in California in terms of volume) and Quest's Van Nuys facility are within nine miles of each other. | 0 | neutral |
The U.K. businesses generated $19.5 million in earnings. | 0 | neutral |
At Masco's recent annual analysts' meeting, the company described in greater detail negative developments in its cabinet business and quantified the expected negative impact of currency translation. | 2 | negative |
However, after excluding $0.07 per share for securities gains, loan securitization gains and gains from divestitures, earnings were $0.53 per share. | 0 | neutral |
WCOM's ability to leverage UUNET's global backbone, points of presence and ubiquity with its salesforce into the high end of the commercial market give WCOM a tremendous competitive position, and frankly, pricing power in the dedicated IP VPN marketplace. | 1 | positive |
� In announcing a likely 180 MBD expansion of the Garryville refinery, Marathon has kicked off what we believe will be a widespread round of new refining capacity announcements over the next twelve months. | 1 | positive |
Therefore, China is in the process of upgrading its refining capabilities to handle heavier grades of oil, as well as sour crude oil. | 0 | neutral |
Higher margins at three of four segments vs. our model wasn't enough to overcome an across-the-board shortfall in sales, which came in $150M light vs. our model's $3.5B. | 2 | negative |
Our forecast for FY 05 implies a decline of 60 bpts due to essentially flat NOPAT (unlevered cash flow) over a growing invested capital base. | 2 | negative |
Changes to Our Earnings Models: With all the above said, we are making dramatic changes to our models. | 0 | neutral |
Earnings before tax of 1.2%-1.4%, versus the 1.0%-1.4% guidance provided following its Q3 conference call in late December. | 0 | neutral |
We believe that given the population density, tourism trends, and wealth of Hong Kong, the area can eventually support in upwards of 15 locations. | 0 | neutral |
However, at Chevron, and with much of the rest of the industry, the volume guidance changes tend to happen one way only: downwards. | 2 | negative |
Risk controls were not adequate which has led to significant 3Q07 write downs. | 2 | negative |
JWN is taking a more strategic approach to IT and as such, the whole company is expected to use the selected technologies; the practice of each department using different systems will be terminated. | 0 | neutral |
Although the "Big 3" premium light beers have sold in a relatively narrow price range for most of 2005, the Busch and Natural families did not achieve their current relative price ranges until this summer. | 0 | neutral |
We expect Best Buy to post improving results due to comparable store sales gains, effective gross margin management, and continued cost control efforts. | 1 | positive |
Products in this category include industrial packaging equipment, welding equipment, food and beverage multi-packing equipment, plastic stretch film, marking tools and inks, and decorative foil and films. | 0 | neutral |
The Studio Entertainment division also handles the distribution of theatrical, home video and television product from Disneys film and television library. | 0 | neutral |
IMPACT TO THESIS Mylan continues to demonstrate it is a leading generic pharmaceutical company with its potential addition, Nebivolol, to its branded business. | 1 | positive |
We note that our growth assumptions for CMGD 5.3% in 2007 and 4.3% in 2008--may prove conservative.. | 1 | positive |
Recent stronger-than-expected economic data gives us greater confidence that Engelhard's chemical catalyst business will begin to improve over the next two quarters. | 1 | positive |
Walgreen operates more than 3,400 drugstores in more than 40 states and Puerto Rico, generating fiscal 2000 sales of $21.1 billion. | 0 | neutral |
Prior to that, he served as vice president and corporate controller in addition to presiding as treasurer and head of mergers and acquisitions at NCR. | 0 | neutral |
Within the next five years, $1 billion of the $2.2 billion debt will be repaid. | 0 | neutral |
Investors are taking a "show me" stance until the HLT separates into its two respective disciplines, as scheduled later this year. | 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.