text stringlengths 47 679 | label int64 0 2 | label_text stringclasses 3
values |
|---|---|---|
Second-Quarter 2002 Forecast -- Improvement We forecast better results in second-quarter 2002, driven primarily by price increases and better margins in engineering polymers, which should offset lower profits from elastomers. | 1 | positive |
In other words, the growth outlook remains modest. In particular, from a technology perspective, we see CDMA continuing its long-term decline, with GSM spending likely to peak in 2008. | 2 | negative |
Meanwhile, it continues to generate revenues via maintenance and upgrades, as well as occasional sales into certain international markets. | 1 | positive |
This business makes electrical distribution and transmission equipment for the utilities market. | 0 | neutral |
However, favorable currency notwithstanding, AVY would have put up only lowsingle digit top line growth and even that benefited from the earlier timing of back-toschool orders in the Office & Consumer Products division.. | 1 | positive |
In our view, robust sales growth and favorable loss trends (barring high cat losses) should continue to propel growth in the specialty property business. | 1 | positive |
$3.00+ OF EARNINGS POWER We believe that Millipore can show about $3.00 of earnings power, 3-4 years out, at the peak of the microelectronics cycle. | 0 | neutral |
Our model includes a $15 million impact from lost revenue at HCA, given its new three vendor contract. | 2 | negative |
The motivation for the changes was to decrease the incentive behind two behaviors of doctors: cherry-picking and excessive device use. | 0 | neutral |
Risks: Several risk factors: 1) Shareholder lawsuits surrounding earnings guidance in 2003 and 2004 will continue to cloud the story and could negatively impact earnings. | 2 | negative |
Holiday product hits stores the week of 10/10 and should be fully set by the week of 10/24, a week earlier than last year. | 0 | neutral |
Upside risks: better-than-expected market conditions for the bank, including, a steeper yield curve, better economic growth in its core markets, and a more benign credit environment.. | 1 | positive |
6. Time Warner Disney Fox Entertainment Viacom Pixar MGM News Corp (CSFB - Masojada) E.W. | 0 | neutral |
Management expects full-year 2002 operating cash flow of $900 million and fullyear 2003 operating cash flow of $1 billion. | 0 | neutral |
Intel has left Hewlett Packard stranded without a 64 bit Itanium microprocessor (let alone McKinley) to use. | 0 | neutral |
At this point, we believe that the magnitude of any reserve adjustment associated with the Run-Off Reinsurance segment is likely to be modest in nature. | 0 | neutral |
Authorities from Israel's Ministry of Health believe the problem may stem from an absence of B1 vitamin or thiamine, despite labels that indicate the vitamin is in the ingredients. | 2 | negative |
Cost savings, particularly lower-thanexpected SG&A and R&D, made up the difference. | 1 | positive |
Kozlowski sets aggressive targets for each business and if those targets are not met, the managers get no bonus. | 0 | neutral |
The Group offers life insurance, annuities, automobile and property insurance and mutual funds to individuals, group insurance, reinsurance, as well as retirement and savings products and services to corporations and other institutions. | 0 | neutral |
McGraw-Hill had a strong showing in the El-Hi market, attaining first or second place in 30 of the 53 adoption opportunities (18 #1, 12 #2). | 1 | positive |
As part of a broad review of our financial models we are updating our estimates. | 0 | neutral |
As mortgage rates rise, the home equity lending that consumers used to pay down credit card debt loses its pricing advantage -- removing one overhang on card lending growth. | 2 | negative |
The turnaround has already begun and we expect the recently installed new management team to solidify the improvement.. | 1 | positive |
This low valuation for QUALCOMM shares is despite expected growth of 35%40% over the next five years - about two times the average growth rate of the peer group. | 0 | neutral |
Consumables growth was ~4%, with International up 6% (80% of International is dental related). | 0 | neutral |
Exhibit 2: GE Industrial Operating Income Comparison Sheet. | 0 | neutral |
Windstream breaks down its wireline revenue into six reporting segments: voice, long distance, data and special access, switched access and USF, miscellaneous and product sales. | 0 | neutral |
In particular, Price/Miles was accepted on an unusual direct appeal to the Illinois Supreme Court post trial; Marrone is on appeal to an intermediate appellate court, the case is limited to six Ohio counties over a two year period, and Ohio has an appeal bond cap; Aspinall was decertified on appeal and that ruling will... | 0 | neutral |
Valuation DCF Is Our Primary Valuation Methodology We based our DCF analysis on the following assumptions: A terminal free cash flow multiple of 15x-17x. | 0 | neutral |
forward curve is sustained -Maintain Overweight, PT $140/share. | 1 | positive |
Schwab, by lowering prices, is attempting to reach the price point for these customers with more than one broker to either move all of their business to or increase their trading volume with Schwab.. | 0 | neutral |
We therefore are raising our 2003, 2004 (peak for wood), and 2005 EPS estimates. | 1 | positive |
Service revenues were $36.4 million compared to guidance of $34-38 million and $48.0 million in 1Q01. | 0 | neutral |
Management expects 15% to 20% growth in hedge funds generally, given demographic and market trends, and State Street is looking to expand its top five market share ($175 billion in assets serviced). | 1 | positive |
Cinergy has some experience with acquisitions, having purchased Public Service of Indiana around 11 years ago. | 0 | neutral |
KO Marketing Support We believe that CCE received increased marketing support on a per unit case basis in 1998 from CocaCola. | 1 | positive |
Exhibit 1: Summary of Model Changes After Bridion Not Approvable Letter. | 0 | neutral |
(The company noted sales of SQL Server alone rose 20% from 2Q05.) We expect the growth of this business to continue its acceleration into the back half of fiscal 2006 on the strength of the new SQL release. | 1 | positive |
...Based On 1.0%-1.5% Comp-Store Sales Growth...We conservatively estimate normalized comp-store sales growth of 1.0%-1.5% beginning in 2005, which is near the lower end of the company's 1.0%-3.0% guidance. | 2 | negative |
Prior to the swap, ALLTEL's markets had 28% of total revenues derived from foreign roaming (See Figure 4). | 0 | neutral |
With the end of the NFL season, we believe ABC will be competing solely with FOX for the top spot. | 0 | neutral |
Increasingly, the advertising client mix is comprised of large corporate and agency advertisers seeking brand advertising opportunities. | 0 | neutral |
This property is comprised of two Class `A' office properties totaling. | 0 | neutral |
Unemployment is rising among younger UK people.... | 0 | neutral |
The Electrical contribution was modest in Q3 2006 and with mixed end market conditions, upward revisions to ETN's 5-10% Yr/Yr earnings growth forecast during 2007 could be limited.. | 2 | negative |
Comverse's core technology is well suited to support MMS service, as the company's customer base includes many of the world's leading wireless operators including Sprint PCS (PCS/$16.90/Strong Buy), Deutsche Telekom (DT/$15.02) and TIM. | 1 | positive |
We expect strong operating and free cash flow of $292.2MM and $243.0MM, respectively, and continue to expect debt pay-down to be the key focus of free cash deployment over the next few quarters.. | 1 | positive |
1997 Revenue $3.1 billion % of Textron Revenue 1997 Operating Margin 29% 10.9%. | 0 | neutral |
With the shares in the mid-$60s, we believe investors in Kimberly-Clark are paying for: Shares That Are Trading at 17x Our 2005 EPS Estimate of $3.82, and a Five-Year EBIT Growth Rate of 4%. | 0 | neutral |
Fiscal 2001 revenue of $1.11 billion, representing 28% growth from fiscal 2000 revenue of $870 million. | 0 | neutral |
Underperformance at the Temperature Controlled Logistics division could continue to impact results going forward, albeit less meaningfully than weaknesses at other divisions. | 2 | negative |
As Korean handset manufacturers move more facilities to China, it is believed. | 0 | neutral |
This could possibly lead to a diminishment in the contribution from this contract for FedEx at some point in the future. | 2 | negative |
Third, the willingness to act quickly to deal with excesses in the balance sheet is evident. | 1 | positive |
Jude will be holding its annual investor conference in New York next week. | 0 | neutral |
We would also highlight Lincoln's 49%owned AnnuityNet.com subsidiary, which is the industry's leading B2B and B2C distributor of annuities via its retail Internet store; financial aggregators, such as TD Waterhouse and Bank One; and independent financial advisors. | 1 | positive |
In 4FQ00, Seagate led the overall unit market share with 21%, led the enterprise drive segment with 41%, and was second in the desktop segment with 21%. | 1 | positive |
We reiterate our Buy-Speculative rating on BGEN shares.. | 1 | positive |
Revenues were softer than expected, especially in Asia where a weak economy was compounded by weak currencies. | 2 | negative |
The results are a case study in how to manage through an economic downturn. | 1 | positive |
The probability of a compromise bill, such as the current House bill, is somewhere in between those two probabilities. | 0 | neutral |
Hence a good exit strategy is to sell to a large player such as NRT, which can manage overheads more effectively. | 0 | neutral |
Auto OEM customers account for only about 5% of revenues, and liquid paint systems make up about 4% of revenues. | 0 | neutral |
FE management has done an excellent job at improving operating performance and continues to push for top nuclear and coal availability and reliability. | 1 | positive |
The key driver to the faster rise in operating profit relative to the top-line growth is the increased use of generics within the membership base, increased mail penetration and additional leverage. | 1 | positive |
As shown in Exhibit 1, we estimate that the EPS impact to BMY of all sales in Germany is about $0.03. | 0 | neutral |
Metrogel-Vaginal is administered intravaginally daily for five days. | 0 | neutral |
This continues a trend evident through 2005 after operating and organizational improvements undertaken in 2003 and 2004; significantly, AIV was able to sustain its momentum through Q4 this year, an improvement from prior years. | 1 | positive |
General surgery products within endoscopy also demonstrated solid worldwide growth of 23%. | 1 | positive |
Viacom has stated it does not want to become a full fledged video game developer but it sees video games as a key distribution platform. | 0 | neutral |
However, Steve appears disciplined in his strategy and is extremely sensitive to valuation. | 1 | positive |
We do not believe any material changes (affecting EPS or returns) will occur during 1999, but we note the analogy investors are likely to make--Best Buy hired Andersen Consulting in 1997, when the stock was one-tenth its current value.. | 0 | neutral |
However, we are raising our 2003 and 2004 EPS estimates by $0.02 to $1.27 (vs. $1.00 in 2002) and $1.54, respectively, due to the better than expected 3Q03 EPS result. | 1 | positive |
The company also plans to eliminate its net debt going forward and, excluding additional acquisitions, believes that it can be in a positive cash flow situation in 2003. | 1 | positive |
Specifically, the company is anticipating a 2Q07 MLR of 81.2% with a 2H07 ratio that is below 80%. | 0 | neutral |
According to the CFO, they could issue just debt and buy back stock, as they have no constraints in buying back shares given their excess capital position today. | 0 | neutral |
Enterprise value and EBITDAR adjusted for SABRE (stock price split and spinoff adjusted). | 0 | neutral |
According to IDC, the worldwide video game market is a $29.5 billion opportunity in 2006, with hardware representing $11.7 billion, or 40% of the total market. | 0 | neutral |
Approximately 600,000 shares remain under its prior purchase agreement as of August 13, 2007. | 0 | neutral |
Our pessimistic case assumes a 6.2% video ARPU CAGR, while our optimistic case assumes a video ARPU CAGR of 7.8% over the 2007-2011e period. | 0 | neutral |
We think acquisition efforts are already priced into the stock, given the stock's current multiple. | 0 | neutral |
Conclusion: Downgrading recommendation on shares of Chubb to Underweight. | 2 | negative |
If you sold the stock in the fourth quarter there was a 10% probability the buyer was the company. | 0 | neutral |
The FASB is well aware of market reaction and the GSEs' importance to the housing and broader financial markets. | 0 | neutral |
The gains continue to come at the cost of UNIX as price to performance of Windows based servers have clearly caught up. | 1 | positive |
Downside was driven by worse than expected working capital management. | 2 | negative |
Schulze grew the company into a small chain of stores into the early 1980s, selling primarily audio components. | 0 | neutral |
The company characterizes the European business as fairly steady with market-by-market variations in the competitive environment. | 1 | positive |
Visit Buoys Bullish Thesis, Offers Comfort on Options. | 1 | positive |
Downgrading shares of Quest from Equal-weight to Underweight. | 2 | negative |
Risks include economic sensitivity, exposure to worldwide cycles in automotive production, inability to recover commodity cost increases in the North American. | 2 | negative |
The price of OSB remains at $465/msf and order books are current stretched into mid-to-late November. | 0 | neutral |
U.S. sales of Synagis in Q4 (to wholesalers and distributors) totaled $238.0 million, a bit lower than our $242.0 million estimate and up 18% from Q4 00. | 2 | negative |
Anthem's same-store enrollment grew 8.5% over 1Q03. | 1 | positive |
In Q1 risk membership grew 157,000, while self-funded membership increased by 558,000. | 1 | positive |
The most significant portion of the company's business relates to long-term care, including skilled nursing care and assisted living. | 0 | neutral |
During the quarter, the company also generated $1.2 billion flow from operations while investing $283 million in capital expenditures, including $88 million for retail. | 0 | neutral |
He began his career with Corning in 1983 in the company's corporate control group and held several positions in financial and business development. | 0 | neutral |
Silver jewelry sales were strong, particularly in the Return to Tiffany and 1837 collections. | 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.