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At the end of 2005, about 73% of managed private education loans had been in repayment less than 24 months. | 0 | neutral |
To date, EMC has produced cost savings of approximately $316 million ($4M in fixed COGS and $32M in OpEx in 4Q).. | 0 | neutral |
In addition, U.S. 2007 regulations should impact in the latter half of 2006 with the model year change over.. | 0 | neutral |
Sapient seems in need of a lift from the market, and we believe the ingredients are in place for a "rationally-paced" rebound in the systems integration market. | 1 | positive |
Ctizens continues to push its "triple play" service and now has over 40,000 subscribers. | 0 | neutral |
We continue to rate the stock Buy 1 with a 12-month price target of $62 (34x our 2003 EPS estimate of $1.82). | 1 | positive |
The improved revenues (25% sequential increase and 13% increase over 4Q expectations) were driven by the seasonal demand for Ingenix syndicated content products and strong software sales.. | 1 | positive |
In the near-term, it appears returns favor organic growth, given current high valuations for acquisitions. | 0 | neutral |
The company also generated $34 million in cash from operations. | 0 | neutral |
We have argued that Digital should have put the whole company behind the 64-bit advantage and positioned itself as the 64-bit computing company. | 0 | neutral |
This reporting segment includes ConAgra's food ingredient, spice, and grain milling operations. | 0 | neutral |
The agreement actually encompassed four components: 1) EDS buys MCI Systemhouse for $1.65 billion, roughly 1 times 1998 revenues; 2) WorldCom outsources major portions of its information-technology services to EDS; 3) EDS outsources most of its global network to MCI WorldCom (revenue of $6 billion to $8.5. | 0 | neutral |
ALL remains rated Market Perform (M) with a price target of $41, which is what we think the value of the business is to an acquirer with the expectation of no synergies (a rational buyer). | 0 | neutral |
IMG cash flow should decline 41% from our 2003 forecast. | 2 | negative |
Leverage, as measured by debt/EBITDA, is expected to increase from the current 0.7 times (x) to approximately 2.0x and adjusted debt (including the capitalization of lease obligations)/EBITDAR to increase from 2.0x to approximately 3.0x. | 2 | negative |
Given the continuing deterioration in Tenet's operations over the past several years and our view that the company is highly unlikely to achieve an EBITDA of $1.0-$1.1 billion by 2009, this is perhaps a somewhat generous multiple. | 2 | negative |
Operating margin improved to 16.8% from 15.5%, with gross margin expansion driving the improvement. | 1 | positive |
Reiterate Outperform Shares of AVP have gained 16.1% in 1999 vs. 10.5% for the S&P 500, because of solid operating trends, and greater confidence that Business Process Redesign (BPR) is working. | 1 | positive |
Going forward, management is expecting a solid 2H05 performance as the segment moves into its traditionally stronger second half of the year with year-over-year comparisons becoming much easier. | 1 | positive |
Good Net Interest Income At the end of 1999, the company divested its commercial loan portfolio to both free up resources to reinvest in faster growing businesses and to make it clear to the market that the company was no longer a bank. | 0 | neutral |
Our two year price objective on the new Duke stock is $30 per share. | 0 | neutral |
Also, the popular new PSC 2210 is now $300 from $400 in both Office Depot and CompUSA and $250 from $400 in Staples. | 0 | neutral |
Thus, management sees the unit's 2004 after-tax loss at approximately $30 million or $0.10-0.11 per share (versus a loss of $31 million or $0.12 in 2003). | 0 | neutral |
The Company anticipates making a supplemental filing with FDA for the treatment-naive indication in 2008. | 0 | neutral |
(d) Other pharma includes Lorabid (sold to KG) , Cynt, and other cardio and neuroscience E = Morgan Stanley Research Estimates A = Actual NM = Not Meaningful. | 0 | neutral |
The double-barreled effect of better turnover and generally improving gross margin has had a dramatically favorable effect on the company's return on its largest controllable asset class. | 1 | positive |
Neutrogena sales should rise 18% in 1999, fueled by the launch of a new cosmetic line. | 1 | positive |
Quintessential chicken cyclical Praxair offers a combination of growth characteristics and cyclical leverage to investors. | 1 | positive |
SOUND CASH POSITION: During the quarter the company was able to repay all short term debt and end the quarter with $186 million in cash, up from $150 million at the end of last year. | 1 | positive |
Ethyol is already commercially available as a cytoprotective agent against repeated cisplatin administration and as a preventive agent for xerostomia (dry mouth) related to therapeutic irradiation for head and neck cancer. | 0 | neutral |
Specifically, the components of fee income that are expected to drive earnings higher in the second half of the year include fiduciary income, brokerage fees, and investment advisory revenue. | 1 | positive |
Once the asbestos issue is resolved, we think CBE should trade to a group multiple, which could imply further upside to our $55 price target.. | 1 | positive |
The impact of the third quarter change in accounting for loans in consumer debt programs added 38bp to losses in December versus 41bp in November. | 0 | neutral |
Since current products cannot be monitored and located in a radioscope, microspheres are designed to be radio opaque for better monitoring. | 1 | positive |
o Our outlook remains positive based on Alcoa's business system and the company's strategic growth initiatives.. | 1 | positive |
Management continues to evaluate capacity utilization in implant factories with a long term goal of increasing gross margins, while maintaining and reducing inventory levels. | 1 | positive |
By moving further up the value chain, the company was able to realise better margins and greater pricing power than was the case historically. | 1 | positive |
Weak 3Q Results Highlight PCS' Challenges - October 17, 2002. | 2 | negative |
Top-line growth in the Ingredients segment has been the strongest, with a two-year growth rate of 20.2%, or an average of 10.1% per year. | 1 | positive |
Net charge-offs were $275 million or 1.05% of average loans compared to $141 million in the prior quarter or 0.57%. | 0 | neutral |
Management said the business environment was improving and that it expected strong organic growth in Q1 and the full year. | 1 | positive |
However, approximately 104,000 patients remain on Viread plus another NRTI, and even more importantly, from Gilead's perspective, approximately 90,000 remain on Combivir. | 0 | neutral |
We maintain our view that BBY is best-positioned to capture market share and exploit the strong digital cycle, which could push the stock 15%-20% higher relative to the market over the next year.. | 1 | positive |
On completion, BAT Industries immediately merged its insurance businesses with those of Zurich into Zurich Financial Services. | 0 | neutral |
We derive a value of $19 per share for LLS, $5 per share for M&C, and $4 per share for OT, for a total valuation of $28 per share.. | 0 | neutral |
The company has pushed to the frontiers of visualization and modeling. | 1 | positive |
In 2006 we expect the segment to account for 23% of revenue but 48% of operating profit. | 0 | neutral |
Nike is successfully working with the Chinese government to assist in programs that promote sports, such as keeping playgrounds open after school. | 1 | positive |
Franklin Resources reported F3Q01 earnings per share of $0.46, compared with $0.54 in the prior quarter and $0.58 in the year-earlier period. | 0 | neutral |
IBM's ASPs rose from November on the strength of its dealer business and rising retail ASPs. | 1 | positive |
As industry context, our channel checks indicated that 4Q02 was better than expected for ratings. | 1 | positive |
aggressive re-pricing strategy of group long-term disability (LTD) business remains on track. | 1 | positive |
Key Points Exelon management reviewed its successful 2000, which featured the completion of the PECO/UNICOM merger, $1.5 billion in share repurchases, the agreement to acquire 10,000 megawatts from Sithe Energies and a 26% increase in net income. | 1 | positive |
Net interest expense amounted to US$575 million, a decrease of 13.5% compared to the same period of the previous year. | 2 | negative |
We would summarize our thoughts in the following points: 1Q:05 Results vs. SCB Forecast Exhibit 1 shows PRU's results relative to our forecast as well as unusual items in the quarter. | 0 | neutral |
Railroads / Rated: Market Overweight November 15, 2005. | 1 | positive |
This was about $1.5 million higher than our 5% growth estimate. | 1 | positive |
Abbott Laboratories (ABT Strong Buy Tgt: $53): We see ABT as a PE expansion opportunity investment driven by a multitude of catalysts. | 1 | positive |
Management has begun the job of integrating CAM's and Permal's systems and combining their cultures into the existing organization. | 0 | neutral |
Convergys management stated that over 80% of IMG's FY02 planned revenue is identified and over 85% of CMG's planned revenue is identified. | 0 | neutral |
Importantly, most of the foreign military sales here would be on commercial terms, a positive for profitability. | 1 | positive |
The transaction, which is subject to regulatory and shareholder approval, is expected to close in mid-2004 and is anticipated to be modestly dilutive to 2004 earnings per share and accretive thereafter. | 1 | positive |
We attach a table that shows the most recent OECD CLI data. | 0 | neutral |
CCPU was about 2.5% better than our estimate at $32.14.. | 1 | positive |
According to WMT merchandising executives, TOY store closures would not prompt WMT to significantly expand shelf space for toys in 2005.. | 0 | neutral |
Worldwide upstream weaker than we expected of Upstream Segment.of the shortfall (vs. oursegment earnings were lower than expected natural($3.323 billion vs. our estimate as $3.565 billion). | 2 | negative |
Duhl believes that both approaches will find support in the marketplace. | 0 | neutral |
We believe this would be difficult without substantial revenue growth. | 2 | negative |
Applying a 19�19.5x P/E to our 2008 calendar EPS of $2.48, this implies $47�48, roughly 8% above current levels.. | 1 | positive |
Finally, LP has its two well-documented plants in Quebec and British Columbia which while not currently under construction will likely impact the market in the 2002-03 time frame. | 0 | neutral |
On its quarterly update call, management said that its products are shipping into retail at a pace that exceeds sell-through for its products to consumers. | 0 | neutral |
What became evident was a higher interest cost burden, which was absorbing cash flow and not being directed back to exploitation drilling. | 2 | negative |
Conclusion: Sprint reported excellent Q1 results as expected. | 1 | positive |
We will watch for more cost-cutting visibility with 2009 guidance expected during the company's 4Q/08 EPS call.. | 0 | neutral |
Our thesis remains that y/y price declines will pressure the category and that prices are simply not low enough to drive mass volume. | 2 | negative |
Separately, a second modification defines criteria by which EDS could receive "Full Payment" and achieve "Full Performance" - both end states that would expand the opportunity set for EDS to receive greater than 85% of the seat price that it currently collects. | 1 | positive |
Additionally, Temple-Inland's box product mix has a heavy orientation to the less volatile food and beverage sector (55% of its mix versus low 40s for the industry on average) this should be relatively advantageous during the current downdraft in demand. | 1 | positive |
The volume of work performed for specific customers varies from year to year. | 0 | neutral |
We currently do not have darusentan revenues in our estimates. | 0 | neutral |
510 k: A 510 submission compares the proposed device to a predicate device to show that the two devices are substantially equivalent. | 0 | neutral |
Thus UCL share price can have behaviors independent of the broader group (Exhibit 3). | 0 | neutral |
Thermo King, which was acquired October 1997, contributed $0.05 to earnings in the just-completed quarter after purchase accounting adjustments and financing costs (accretive by $0.08 in 1H:98). | 0 | neutral |
For perspective, we note that forecast equity underwriting and M&A revenues for 2005 are still 25-30% less than 2000 levels. | 2 | negative |
While it is too early to tell, we believe the prognosis for Nortel in fixed wireless is good.. | 1 | positive |
LNCs average single life and survivorship face value policy size equals $1.1 million, more than eight times that of the industry standard as shown in Figure 18. | 0 | neutral |
Placement service agreements (PSAs) typically require insurance companies to pay insurance brokers additional fees principally for certain business volume--as well as profit contingencies. | 0 | neutral |
Chart 27: Three-year average underlying reserve replacement (1998-2001). | 0 | neutral |
The arrangement with GE to finance $5 billion for finance receivables takes some pressure off equipment lease financing in the near term, and we expect to see Xerox continue to make effort to securitize the remaining $5 billion unsecured finance receivables currently on the books. | 0 | neutral |
CIGNA repurchased 5.6 million shares during the second quarter, and an additional 1.1 million shares in July of 2000. | 1 | positive |
At the moment, the securities business is of greatest interest while in the next few quarters the mortgage and banking businesses may be the most important. | 0 | neutral |
In total, a lower nickel price eases some of our concerns about ATI and its metal (stainless/nickel alloys) exposures and we view as a reason to BUY ATI. | 1 | positive |
The company' s service offerings allow businesses to outsource the deployment, configuration, hosting, management, and support of their Web sites and Internet applications in a cost-effective and rapid manner. | 1 | positive |
For 2008, we now build in about $2 billion of share repurchase, up from just under $1 billion prior. | 0 | neutral |
Fifth: Could this really be a dispute over AR collections and a new contract? Or is there something more to the THC AR story than we know? Is $50 mm so important to an organization as large as BCCA and its parent WellPoint that it would go public in this way? THC clearly wants and needs that money and its attempts to c... | 2 | negative |
Strengths 1. SOTR's franchise is situated in favorable areas for growth. | 1 | positive |
MHP has been guiding to a single digit increase for most of the year. | 1 | positive |
We are estimating fiscal 2Q03 EPS of $0.72 vs. $0.51 last year. | 0 | neutral |
In fact, absent specific contractual clauses (e.g., in the DPH (and GM) contracts mandating union consent to plant closures), plant closures are not normally part of the `mandatory' subjects for union company bargaining outside of bankruptcy: We conclude that the harm likely to be done to an employer's need to operate ... | 0 | neutral |
The removal of this litigation overhang, along with the ramp up at Meraux, is one of the reasons, in our opinion, that Murphy has outperformed over the trailing month.. | 1 | positive |
Consistent with its past practice, management plans to provide FY04 guidance early next year once its budgeting and planning process concludes. | 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.