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We believe significant technical issues persist or this current deal would not have occurred. | 2 | negative |
This enables TJX to retail attractive product at prices representing compelling value, and to achieve good sales while realizing higher gross margin. | 1 | positive |
In the last quarter, Forest had three major products on the market--Celexa, Lexapro, and Tiazac--which together accounted for 87% of total sales. | 0 | neutral |
Northrop/TRW believes it pulled away somewhat because it continued to invest its own dollars in the mid-1990s on technology while others were doing more sustaining work on current systems. | 1 | positive |
Part of this fall-off, management believes, is due to a surge in spending a year ago. | 2 | negative |
If Avon can fix the multiple regions that at this point are experiencing weakness, than earnings growth may materialize earlier than we expect. | 1 | positive |
Total loans increased only 2% in the first quarter, with CRE increasing 3%, commercial lending (exCRE) was flat and consumer lending grew 3%. | 1 | positive |
Thus, excluding the impact from FAS123R and the acquisition, operating margins were close to flat and support our view that fundamentals are far from collapsing. | 0 | neutral |
After bottoming at $100MM in revenue and posting a 13.9% margin in Q4 2002, the Monster.com division rebounded and achieved a 20.7% operating margin on $106.5MM in revenue in Q32003. | 1 | positive |
The cable partners will receive a new Sprint PCS 1/10 vote tracking stock in exchange for their partnership interests and the existing shareholders will receive a full-vote Sprint PCS tracking stock. | 0 | neutral |
This broad range reflects the significant uncertainty of the current operating environment. | 2 | negative |
As a result, we reiterate our Hold rating on the shares.. | 1 | positive |
Chizen from providing a detailed vision and product roadmap for the combined companies, he painted a broad picture of the two vendors driving the next wave of innovation by revolutionizing the way people use information. | 0 | neutral |
We remain steadfast in our belief that Newmont's exploration and development efforts will pay off and that they will successfully replace reserves and grow production levels from current levels by 2006. | 1 | positive |
While the numbers warrant more scrubbing, Exhibit 2 suggests AIG is valued a bit conservatively on a P/E and P/B basis considering it has a peer-beating 2007e ROE. | 1 | positive |
MedImmune has 100% rights to Numax, which should lead to significantly better economics on the product relative to Synagis.. | 1 | positive |
We are lowering our one-year price target to $65 (from $70) and maintaining our Market Perform rating until the economic outlook improves. | 2 | negative |
It would appear that the company certainly had financial flexibility to report higher earnings given the sales upside and strong gross margin showing. | 1 | positive |
In addition, we discuss a few of the key highlights of these results below this table.. | 0 | neutral |
Revenues came in at $1.28 billion, the high end of the pre-announced range of $1.25-$1.30 billion. | 1 | positive |
SG&A improved by 120 basis points to 10.2% in 1Q:00 due to increasing efficiencies. | 1 | positive |
Each transaction it wrote in 2006 was high-grade. | 0 | neutral |
Cisco continued to emphasize stock buybacks, rather than dividends as its most valuable use of cash at this time. | 0 | neutral |
Supercenter center total comps were higher than discount store comps. | 1 | positive |
Higher sales were also driven by increased demand for Commercial film products outside of the U.S. Sensitized products were weaker in the U.S. and Europe in 4Q99 over last year, however revenues from the rest of the world grew about 10%. | 1 | positive |
We rate SAFECO shares 2M (In-line, Medium Risk) in the context of our Overweight rating on the property/casualty insurance sector. | 1 | positive |
* Subtracted 4% of total inventories for 41 divested stores; based on 41 stores as a % of total stores ** Includes estimated $6,405 million of goodwill created through acquisition. | 0 | neutral |
Chief's assets are located in the Barnett Shale where Devon is the largest operator. | 0 | neutral |
The 7X, which will cost more than $35 million, will be positioned in range and price between its own 900EX, the Gulfstream IV-SP, and the Bombardier Global 5000, but below the G-V and Bombardier's Global Express. | 0 | neutral |
In the meantime, Cisco is taking advantage of the financial constraints impacting its competitors, by winning select carrier contracts. | 1 | positive |
Each of these fibers has specific strengths and disadvantages, thus each has its niche applications. | 0 | neutral |
Core sales rose 2%: Volumes rose 4.5%, above the firm's 2-4% guidance range. | 1 | positive |
However, the sharp decline in the stock over the last several months apparently prompted the change. | 0 | neutral |
Yesterday Eli Lilly disclosed top-line Phase III data and an sNDA filing for Cymbalta (duloxetine) in the management of fibromyalgia symptoms. | 0 | neutral |
Upon accession into the WTO, China has agreed to lower soybean oil import tariffs (from 13% to 9%) and it will expand soybean oil. | 0 | neutral |
The Japanese joint venture appears to be one of the larger drivers of income for the company, and thus the company expects to grow rapidly in this market over the next couple years. | 1 | positive |
The $856.0 million in payments during 2006 in connection with the nationwide settlement included a $400.0 million payment that was made toward the Seventh Amendment and was paid from the Seventh Amendment security fund. | 0 | neutral |
November trends: Stronger Performance, Valvoline margins offset Distribution. | 1 | positive |
In anticipation of a favorable CMS ruling, and with some hope that Endeavor may provide a pleasant surprise, however, we're suggesting a new end of fiscal year target price of $55, based on a relative forward multiple of 1.45 X, a market multiple of 17 X and $2.18 in earnings in FY '06. | 1 | positive |
Avapro/Avalide trends were solid with year/year growth of 19% in September. | 1 | positive |
� The reorganization will strategically align the Thermo companies to make them stronger competitive forces in their industries. | 1 | positive |
Note that our published EPS estimates are based on the current business model and do not include the sale of the credit portfolio to Citigroup expected to close later this year. | 0 | neutral |
We maintain our Outperform rating and believe this stock can be an attractive large-capitalization holding.. | 1 | positive |
FY03 is expected to be a year of investment for Microsoft. | 0 | neutral |
A complete revenue break down is provided below.. | 0 | neutral |
As this implies just 5% upside from current levels, we see greater upside in other stocks. | 1 | positive |
The company's restructuring actions over the past year have positioned the company to stabilize the business by aligning the company's plasma manufacturing capacity with market demand. | 1 | positive |
Investment Recommendation As for the near term trading outlook, we feel more comfortable heading into this earnings report as shares have not had the pre-quarter run-up that has been common in previous reporting periods. | 1 | positive |
ADP then will "lease" the employees back to the original employer, or "workplace employer." The employees still work at the same place, for the same people, and see no changes except for the quality of their benefits and the additional name of the legal employer on the paycheck. | 0 | neutral |
The first patent ("726") pertains to the dosing and Teva was already found not to infringe on this patent in the prior trial on the capsule. | 0 | neutral |
However, once these events are fully factored in, BRL shares likely turn from offensive to defensive as their key oral contraceptive franchise may come under competitive pressure most likely form Andrx/Teva when Andrx's manufacturing recovers and loss of Seasonale exclusivity approaches. | 2 | negative |
Earnings from Western Europe should be affected by the stronger dollar in 2006, but more importantly, we are concerned about the lack of growth in the Western European business. | 2 | negative |
Continued weakness in the non-residential segment, as well as increased scrap costs, continued to negatively impact results. | 2 | negative |
Initially, management estimated that the acquisition of Hadco would be $0.07 accretive without synergies, and cost savings could total another $0.14 per share.. | 0 | neutral |
As already noted, the company plans on significantly cutting overhead (SG&A) costs by nearly $500 million between 2001 and 2003, from $1.06 billion in 2001 to an estimated range of $550 million to $600 million in G&A for 2003. | 1 | positive |
This was booked as a $17.8 million after-tax extraordinary item. | 0 | neutral |
We estimate that these higher costs will chiefly affect the company's packaging and paper segments. | 2 | negative |
Owing to cost savings from restructuring sourcing initiatives as well as positive mix in blades/razors, G's gross margin expanded 80 bps. | 1 | positive |
This positive surprise was the result of re-capturing some of the market share lost to Intel in Q1, fresh wins in the OEM space (including Toshiba) and manufacturing cost improvements in the face of a still-brutal CPU pricing environment. | 1 | positive |
CFPS in 4Q03 was $1.23 per diluted share was ahead of our estimate of $1.07 and consensus estimate of $1.11 and compares with $0.83 in 4Q02 and $1.14 in 3Q03. | 1 | positive |
Rather, the claim was filed in the relatively neutral venue of a federal court in Washington, DC. | 0 | neutral |
AmEx issued an 8-K with the SEC stating that it was reviewing its exposure to Enron, but believed that it would prove immaterial to earnings. | 0 | neutral |
As a result, we do not expect systems architecture decisions to be communicated until after the close. | 0 | neutral |
Bloomberg markets is currently forecasting 2008 S&P 500 earnings of $87.60, resulting in a forward year market P/E estimate of 14.0X. | 0 | neutral |
In-Line view on the Business Services industry. | 0 | neutral |
For the most part we were not surprised with the increases or the timing of the announcement. | 0 | neutral |
in developing as well as emerging The biggest mix changes are expected in the two segments that are countries, especially standards expected to suffer the steepest revenue declines; Engines and addressing CO2. | 2 | negative |
By applying a 22.5 multiple to our 2002 EPS estimate of $2.83, we arrive at a price target of $63. | 0 | neutral |
If the macro environment continues to stabilize, we believe Mercury should see more large companies consolidate their testing and monitoring dollars on Mercury's products.. | 1 | positive |
Key risks are volatile EBIT swings by division, lingering weakness in Japan, Germany.. | 2 | negative |
The meeting was upbeat and APC's progress since its purchase of Kerr McGee and Western Gas Resources for $24 billion 18 months ago, has been impressive, however, little new information came to light. | 1 | positive |
Note: Historical results for 98 and 99 include Certegy and should not be used for comparative purposes. | 0 | neutral |
Valuation Does Not Reflect Earnings Leverage: The company currently trades at a P/E multiple of 27x our CY2006 estimate, which is in line with the peer average. | 0 | neutral |
Based upon infotainment business already essentially in hand, we have considerable confidence in Harman International's ability to re-establish, and maintain its proven earning power. | 1 | positive |
Company: Silicon Graphics is a $3.0 billion supplier of visual computing solutions utilizing UNIX and soon Windows NT. | 0 | neutral |
Our cash EPS estimates, which exclude non-cash amortization, are $3.39 for 2005 and $3.86 for 2006. | 0 | neutral |
Additionally, 3Q99 will be the first full quarter where we see Zyprexa revenue in France, which will likely help non-U.S. revenue growth. | 1 | positive |
With handset growth accelerating beyond the most optimistic expectations, a flash memory market already strained by the rise of MP3 players looks like it will shave several gross margin points by the end of next fiscal year--management did in fact say that fiscal fourth quarter gross margins would be down sequentially ... | 2 | negative |
Our UPS model currently only goes out through 2006 and assumes 2% ground volume growth for UPS during both 2005 and 2006. | 0 | neutral |
Non-binding mediation relating to Enron litigation is scheduled to begin on September 29th. | 0 | neutral |
Recall that Boston Scientific had their IDE approval to commence a U.S. drug-eluting stent trial delayed by roughly 4 months as the agency sought to adjust the Taxus IV clinical trial protocol. | 0 | neutral |
Of PeopleSoft's 5,200+ customers, approximately 2,100 are live on PeopleSoft 8 and 1,600 more are in the process of upgrading. | 0 | neutral |
Anthem holds the leading market position in seven of the eight states in which it operates. | 0 | neutral |
Assuming the underlying run rate remains consistent, going forward, these reported comps should decelerate markedly as comparisons toughen. | 2 | negative |
We project FY07 at $1.85b, with revenue inline with street, and forecast $0.64 EPS, tad below street's $0.68. | 2 | negative |
Guidance assumes same-store sales growth of 7% 9%, with pharmacy same-store sales up 10% 11% and flat front-end same-store sales growth. | 1 | positive |
net cash) and 1.2x CY05E revenues, we continue to view the current valuation as compelling given potential upside to our revenue projections. | 1 | positive |
The tax rate, at 31%, was modestly below our 31.5% forecast.. | 1 | positive |
We are assuming that the company will be able to introduce this engine without significant unexpected costs (i.e., production bottlenecks or warranty issues) given the engine is very similar to the engine that PCAR currently produces in Europe. | 1 | positive |
New business growth in this market was somewhat restrained as MBIA cited competition in pricing and underwriting terms. | 2 | negative |
Gross margins were down slightly, sequentially, in 3Q, coming in at 79% (vs. 78% in 2Q) excluding stock based comp expense. | 2 | negative |
Lastly, while the U.S. economy is expected to moderate, Europe (estimated at 20% of CAT total sales) has yet to experience an upswing, with an anticipated recovery in 2006. | 1 | positive |
We think Japan will continue to be soft and challenging for the Company. | 2 | negative |
Also in August, Sears will promote its exceptional value campaign touting high-quality items (TKS children's, women's separates) that were never priced lower. | 0 | neutral |
Investment Thesis: We rate GDW shares Underperform, based on historically high valuation and a deterioration in earnings quality. | 2 | negative |
Relative Valuation: APA shares are trading at a discount to their peers of large US E&P independents on P/E, based on 2003 consensus. | 0 | neutral |
The presentation marked a significant improvement and increased disclosure from the French-based company and went a long way to assuage previous investor disappointment with the lack of information provided about the new company. | 1 | positive |
Pretax Income Net Income EPS (diluted) Share count (diluted). | 0 | neutral |
� (3) LOW-RISK ACQUISITION: The price tag is relatively cheap and we believe the potential earnings contribution to CIT could be (conference call withstanding) likely to be about $0.05-0.10 in 2005, in our opinion. | 0 | neutral |
Moreover, accelerated government transition payments augmented farm income in 1998. | 1 | positive |
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.