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Our TGT earnings sensitivity analysis indicates that it would take a 20 bp movement in either COGS or S,G&A to alter our current EPS estimate by a penny. | 0 | neutral |
GPS plans to increase 1Q03 inventory +4-5% per sq. | 1 | positive |
As demand from OEM customers slowed, Micron has increased its sales to spot market customers. | 0 | neutral |
Color-coded ID rings Patient info card Free magnifier Free flavoring Email refill reminders. | 0 | neutral |
Although Fifth Thirds strategy is uncommon, what is truly unique is the companys ability to execute its plan at an industry-leading level of efficiency. | 1 | positive |
However, this is still below the historical range of 24% to 25% for Molex, which was broached in 2Q01 for only the third time since late 1990. | 2 | negative |
Regionally the company currently operates in just two countries, Malaysia and Thailand. | 0 | neutral |
The company has over 500 projects that have been identified that it has yet to get to, so a continuing stream of savings is anticipated.. | 0 | neutral |
The year-over-year improvement in 1999 should result from: 1) efficiencies in the UNICARE operations now that systems conversions and claims processing consolidation are complete; 2) easing of Y2K spending, owing to WellPoint's timely completion of code remediation and testing during 1998; and 3) premium hikes and stro... | 1 | positive |
In addition, select product lines -- hand tools -- have been, and will likely continue to be, subject to cannabilization by cordless power tools.. | 0 | neutral |
(SOTR:NASDAQ) Strong Buy 1. SouthTrust Corporation, a Fortune 500 company headquartered in Birmingham, Alabama, has $43.9 billion in assets, 12,471 employees, and operates 631 offices in Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina, Tennessee, and Texas. | 1 | positive |
For the first time, originations exceeded $1 billion in Auto Finance during the month of June. | 1 | positive |
Combined with ASN's current 3.0% yield, our price target also implies a potential total return of 17.7% and continues to merit our Buy (1) rating. | 1 | positive |
This was clearly superior to both the risk-free return and returns earned by the average component of the S&P Industrials. | 1 | positive |
The intensive Celebrex DTC advertising campaign will likely be eliminated following the potential addition of a black box warning to its label. | 2 | negative |
- Expect continued value creation as we believe ROIC will expand from 12.8% in '02 to 15.4% in '03 and 14.8% in '04 versus WACC of 9.0%. | 1 | positive |
The new guidance for core SLE in FY07 is $0.59-$0.65, excluding the tobacco payment. | 0 | neutral |
Earnings improvement reflects expense savings, strong sales, and effective capital management.. | 1 | positive |
DSOs slipped to 78 from 72 a year ago due to the postspinoff unwinding of a U.K. factoring facility. | 2 | negative |
At the core of the converged NAS/SAN strategy is the new FAS900 series. | 0 | neutral |
Toward the end of 2001, the company introduced a highenergy version of the Photon Micro, called the Atlas (35 cc with 36 joules of delivered energy). | 0 | neutral |
On the call, management discussed its 143-store presence in China (there are another 131 units in Taiwan) and indicated that it is finalizing its China strategy. | 0 | neutral |
In Exhibit 5, we show our new regional pretax estimates for the second quarter. | 0 | neutral |
We believe that these advances can continue because the company's 15 million members are not only loyal but have steadily adapted their shopping patterns to the company's format and are increasingly doing so. | 1 | positive |
We maintain our price target of $30 (discounting for $4.14 in cash/share, we have applied a 20x multiple to our CY06 EPS of $1.30). | 0 | neutral |
Excluding the $122 million favorable impact from YoY changes in FX rates, net sales grew 30% YoY, and was about 2% higher than our projection of $3.79 billion. | 1 | positive |
The patented TransitionsTM photochromic lenses, which automatically tint depending upon light conditions, are the remaining piece of the optical division. | 0 | neutral |
Black & Mild brand gained 2ppt of share to 29% of machine-made large cigars. | 0 | neutral |
concerns, particularly slower consumer spending, which even Wal-Mart is not immune to. | 2 | negative |
Included in steering systems are valves, pumps, hoses, gears, controllers, and sensors. | 0 | neutral |
COF generates the highest ROE, and is roughly in the middle of the pack in terms of EPS growth, yet is trading at a significant discount to its peers. | 1 | positive |
We believe the higher success rate in capturing the migrating business is due to stronger relationships with customers and better global coordination.. | 1 | positive |
line data svcs, a mkt which has already been very well developed by T, FON, & WCOM. | 0 | neutral |
We also note that capital spending is likely to remain higher than depreciation for the next several years as MU continues to invest in capacity expansion at its IM Flash Technology NAND joint venture with Intel. DRAM industry oversupply will dominate pricing and profitability through CY08. | 2 | negative |
% of 2000-05 Annual Trading Revenues 32% earned in:. | 0 | neutral |
After increasing its installed DSP software base more than 40% in 1998, TI now commands 75% of the world' DSP programmer base. | 1 | positive |
In fact, Purdom indicated that sales momentum was particularly strong in the fourth quarter, when the company posted sales of about $139 million, a 23% year-over-year increase. | 1 | positive |
Domestic units sold was 14,300 vs. our 11k est. Non-machine revs were up 45%. | 1 | positive |
In addition, management noted during the second quarter conference call that the company recently lost a bit of share in the North American machine market and is preparing programs to regain that share. | 2 | negative |
Management also indicated that recent price increases have pushed the international "take" rate (i.e., transaction revenue as a percentage of GMS) to 6.4% in Q3:02, up appreciably from 5.0% in Q3:00 and 5.3% in Q3:01, but still shy of the 7.3% achieved in the U.S. Within this international discussion, heavy focus was p... | 1 | positive |
The current trends favoring imports and crafts should continue, and it may be difficult for AB to grow volumes above 1% given its light exposure in these segments. | 2 | negative |
We believe that Phelps Dodge is a premier copper company with a proven record. | 1 | positive |
We are lowering our price target to $38 from $39 for FDC as we believe the business and revenue model changes imply additional risk to our earnings estimates, albeit at the margin. | 2 | negative |
The $650 million project, which is pending approval of the Public Utilities Commission of Texas (PUCT), is scheduled to be completed in 2010. | 0 | neutral |
Finally, management noted that if it does not prevail, operating profit could be negatively impacted by as much as $25 million in the second quarter, and as much as $50 million in full-year 2006.. | 2 | negative |
The largest negative variance was the mark-to-market of interest rate derivatives associated with the Al Taweelah power plant and water treatment facility in the United Arab Emirates. | 2 | negative |
This aluminum price is up more than 17% from a year ago. | 0 | neutral |
Management continues to expect sales to the rental houses to be down significantly in 2002, though it revised its expectation to a 60% decline from a 70% decline, following a 60% decline in 2001. | 2 | negative |
We see MRK as being well-positioned to increase FY EPS guidance in 2007. | 1 | positive |
National City has a relatively low share of the deposit market in Illinois, and has expressed interest in that market.. | 0 | neutral |
Due to a significant reorganization at Elan, Myobloc was out-licensed to Solstice Neurosciences, a South San Francisco-based start-up, in July 2004. | 0 | neutral |
Price Target: (12 months) for (HIG) Method: We apply a 11x multiple which uses a blended multiple approach of domestic P&C insurance businesses (9.4x), and domestic life insurance (12.2x) to arrive at our $117 price target for HIG, which is 11x our '08 estimate ($10.68 per share). | 0 | neutral |
Some of our near-term concerns for Cingular, especially on the ARPU front, are beginning to be softened by the improving industry fundamentals on the heels of additional announcements around industry consolidation and the pricing environment that we believe showed significant signs of stabilization during the fourth qu... | 1 | positive |
Productivity savings, as a result from merchandising changes also drove margin expansion. | 1 | positive |
Additionally, the company offered Q4 guidance which was also in line with expectations. | 0 | neutral |
There is currently no available therapy to correct defective CFTR production and function. | 0 | neutral |
The largest percentage increase came form Atripla, which more than quadrupled from 2006. | 0 | neutral |
In 1998, our forecast assumes another 50-basis-point increase. | 1 | positive |
Unlike the first quarter, when the capital market lines were the primary drivers of earnings, this quarter the company generated earnings from strong loan growth, card income, and various consumer service lines. | 1 | positive |
* We maintain our Hold investment rating and $22 price target. | 0 | neutral |
We expect ANDW to benefit from strong wireless infrastructure market growth in 2005, market share gains, and increased OEM outsourcing. | 1 | positive |
Pitney will make small ongoing investments to grow the business. | 0 | neutral |
If la carte pricing of cable networks is mandated, which we do not expect, it would likely Rating performances at the cable networks are critical to maintain and grow audience. | 0 | neutral |
definition are the similarities of the products, while the factors against such a market reference are the very different pricing schemes. | 0 | neutral |
Our revised $35 price target (up from $33) is calculated using a 15.0x multiple of our 2007 FFO estimate. | 1 | positive |
With this merger, HP and Compaq will have a combined 160,000. | 0 | neutral |
Pricing in upside associated with the repeal of PUHCA should be expected considering the momentum behind the group broadly. | 1 | positive |
Our ROE assumptions for 2004 and 2005 are 20% and 16%, respectively. | 0 | neutral |
We view Quickbooks as the Trojan Horse for Intuit to become a B2B services portal and believe average revenue per Quickbooks customer should continue to rise (from $80 today to $400+ long-term). | 1 | positive |
As we had speculated previously, the results from Triton-TIMI 38 prasugrel study will be delayed a bit, primarily due to the event rate being lower than expected LLY had previously been saying that results would be released sometime during 1H'07. | 2 | negative |
Parker now expects NA industrial sales to be up in the high single digits (percent increase), while rest of world industrial should be up in the low single digits (both were previously assumed to be up in the mid single digits). | 1 | positive |
However, we do not believe the stock offers significant upside from its current levels. | 0 | neutral |
Declining volumes and prices were partially offset by forex gains. | 0 | neutral |
The majority of the pricing gap in wholesale services is due to international pricing decreases and mix issues. | 0 | neutral |
Chinese production is expected to continue to ramp up, albeit not at its existing rate and with domestic demand also expected to recover, we look for limited further growth in their export capacity. | 1 | positive |
Implications for CCE: NW Europe and NA volume were roughly in line with expectations. | 0 | neutral |
About 85% of American Saw's sales are through professional channels, and about 15% of sales are in the DIY ("do it yourself") or home center channel. | 0 | neutral |
The divestitures of the company's surgical glove business, the Orthotech sports medicine business, and the Serenity adult diaper business penalized sales by approximately $40 million, or 0.6% to corporate growth. | 2 | negative |
Outlook: L-P's OSB business continues to perform very well on the back of high prices. | 1 | positive |
Specifically, the company expects organic revenue growth of 4%-5%, with an additional 1%-2% from acquisitions. | 1 | positive |
In reality, we don't think the dynamics of a potential takeout have changed much in this regard. | 0 | neutral |
LEH believes level of guaranteed comp is well controlled. | 1 | positive |
Owing to the ramp of integrated products, Nvidia lost 190 basis points of share to 30.3% of a larger overall market, down from 32.2% previously. | 2 | negative |
Operating margins of 8.2% was in-line with our expectations, and represented a 160 bp y/y decline due to negative prior-year pricing and raw material inflation that more than offset the impact of recent price hikes. | 2 | negative |
Our DCF is also based on current forward electric and gas prices including the contribution of capacity auction payments in PJM and New York. | 0 | neutral |
Growth in 2006 expected in mid-single digits as volume growth is greater than pricing pressure from renegotiated deals. | 1 | positive |
As credit trends remain negative and NPLs continue to mount, we continue to recommend investors stay on the sidelines. | 2 | negative |
This both increases visibility and reduces the dependence on "turns" business.. | 1 | positive |
CHRW ended 3Q:07 with $411M ($2.37/share) of cash and available-for-sale securities, no balance sheet debt, and estimated net present value of off balance sheet debt of about $79M, representing a net cash position of $332M ($1.92/share). | 0 | neutral |
NICACEL's license covers a market of 2.9 million pops. | 0 | neutral |
Interpublic will report earnings on October 25. | 0 | neutral |
Missile Systems grew 12%, to $337 million, reflecting increased revenues on the Kinetic Energy Interceptors program and the XonTech acquisition in 2003, which probably contributed $20 million during the quarter. | 1 | positive |
Figure 3: Our Updated 2008 2012 FP&L Capital Spending Estimates. | 0 | neutral |
During the quarter, CAT realized a significant surge in core operating costs. | 2 | negative |
We are reducing slightly our revenue and EPS projections for the June quarter and FY 2009 based on Xilinx's revenue and other income guidance. | 2 | negative |
Strength in sales of core brands were offset by flat sales of products related to major entertainment licenses, primarily due to the decline in licensed trading card games. | 2 | negative |
Our model looks to a 5.5% decline for the segment.. | 2 | negative |
We believe the company could reasonably absorb another $200 million to $300 million pretax charge given the completion of its contingent capital transaction in July. | 1 | positive |
Underneath the covers, we think the execution machine remains unmatched. | 1 | positive |
As we have seen very clearly with Smartstax and now dicamba, Monsanto isn't tied to the "only invented here" mentality. | 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.