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At the end of the third quarter, MBNA's Tier I regulatory capital ratio was a hefty 16.59%. | 0 | neutral |
Much of BA's underlying earnings growth in '05 may be offset by increasing pension expense. | 0 | neutral |
Noble reported robust y-o-y growth in its revenues in 4Q 07, primarily attributable to a 42.0% y-o-y increase in the company's overall average dayrate to US$155,707 during the quarter. | 1 | positive |
This should take some of the operational pressure off the organization as it enters the holiday season. | 1 | positive |
We estimate that ISS's verdict could influence up 19% of HWP's total shares outstanding (9% index + 3% Barclays + 7% from remaining undecided individual and institutional votes), making the campaign a horse race (see Exhibit 1 for framework and assumptions). | 0 | neutral |
Vitaxin, MedImmune's monoclonal antibody against the alpha-5, beta-3 integrin, is in development for the treatment of rheumatoid arthritis, psoriasis, and oncology. | 0 | neutral |
We note that the German population of 82 million is approximately 28% the size of the U.S. population of 292 million. | 0 | neutral |
In addition, ADC has built a very successful systems integration capability and has linked closely with the two biggest CLECs, MCI Worldcom and AT&T. | 1 | positive |
Based on more recent management guidance (backing $4.00+ EPS for 2001, $4.60 for 2002) it is likely a significant portion of generation margin has been locked in via forward power sales.. | 0 | neutral |
Client accounts grew about 1%, with flat investing/trading accounts and a 4% increase in deposit accounts. | 1 | positive |
Capital Structure In the proposed capital structures for the individual companies as shown above, Cognizant and Nielsen will be practically debt-free with ample cash. | 1 | positive |
This market seems to be recovering, and ANV hopes. | 1 | positive |
This includes a $0.04 gain from a one-time reduction in the effective income tax rate. | 1 | positive |
We now s believe that a 32.5% effective tax rate is likely in 1998 but are not altering our EPS projection since we expect management will find opportunities to spend this windfall. | 0 | neutral |
7 Sunoco's coke earnings totaled $12 million, down from $16 million a year ago. | 2 | negative |
Nevertheless, the restructuring says to us that business may not see a meaningful turnaround near term, inline with our view on Teradyne and the back-end equipment group, in general. | 0 | neutral |
Additionally, Pfizer's underperformance versus the S&P 500 Index appears to be a buying opportunity in our view. | 1 | positive |
Our $491-million free-cash-flow estimate is slightly below CSX's $500 million guidance. | 2 | negative |
TERMS Viacom will issue 1.085 shares of Class B stock for each CBS share. | 0 | neutral |
Catalysts could include new Internet businesses, positive earnings surprises or M&A activity (buying or selling).. | 1 | positive |
This mix is apt to hamper C09E Defense EBIT margin, which we model up 10bps, as ramping, high-margin CREW sales (est. 17-19% EBIT margin) are restrained by below-segment average margin AES, Space and Systems sales, as well as rising pension expense (+$10-15MM). | 2 | negative |
We believe Coke will derive similar profit per case on Evian as it does on Dasani, and estimate annual profits of approximately $12M for Coke, which is immaterial. | 0 | neutral |
Third, the other businesses within the Company's portfolio including KDI, Kimco Capital, and Kimco Investment Management will all continue contribute to varying degrees in 2008 and 2009. | 0 | neutral |
U. S. Department store sales growth were up 20% at comp POS and total sales up 16% due to closures from the Federated/May merger (FD; NYSE; Not Rated). | 1 | positive |
This phrase was created at Morgan Stanley in 1998, denoting the large, global integrated oil entities, which at the time included only Exxon and Shell. | 0 | neutral |
We do not expect a settlement to be reached prior to the Staff's and other parties' initial filings.. | 2 | negative |
Holley will report to Tom Schoewe, executive vice president and chief financial officer. | 0 | neutral |
The company enjoys significant support from the Administration and most members of Congress. | 1 | positive |
Negative cash flow from operating losses, working capital reductions and restructuring costs could exceed $8 billion in 2007, depending on the timing and extent of the accelerated hourly buyout program. | 2 | negative |
Orencia can be used in TNF-failures plus MTX-failures who have not yet receive TNF antagonists, while Rituxan is restricted to use in TNF-failures only. | 0 | neutral |
eBay EXPRESS Listings Last week, we tracked 18.8 million items (ex-Motors) and 20.3 million items (incl. Motors) listed on eBay Express. | 0 | neutral |
Yesterday, eBay disclosed in its 10-K that a U.S. attorney has accused PayPal of violating the USA Patriot Act by dealing with offshore internet gambling operations. | 2 | negative |
We feel this is an excellent story, and investors should be alert to opportunities to participate more aggressively in this industry leader, which we regard as a core holding among media and entertainment stocks. | 1 | positive |
The study is likely to cause a decrease in Norvasc prescriptions. | 2 | negative |
Discount could convert to premium Despite Praxair's combination of double-digit earnings growth, cyclical leverage and improving returns on capital, the shares continue to trade at a steep 12% discount to the S&P 500 on 2004E earnings (15.3x multiple). | 1 | positive |
Citrix Systems, Inc. is a supplier of access infrastructure systems and for Web-based information systems. | 0 | neutral |
Although food and beverage end markets are resilient, we a weak economy will likely place downward pressure on volumes and could result in lower than expected earnings. | 2 | negative |
EDS expected this transaction to be completed in early 1Q07 although it appears the offer, at Rupees 204.5 per share, is unlikely to get done with MphasiS stock currently trading at Rupees 284.5 per share. | 0 | neutral |
We believe Yahoo! and AOL could actually be significant drivers for mass-market broadband adoption. | 1 | positive |
And EVA (Economic Value Added) points to continued share growth.. | 1 | positive |
However, it was slightly EBIT negative in Q3 after being about break-even in H1, due to higher A380 R&D spending and expending capacity for higher OE build rates. | 2 | negative |
Along with working capital improvements, PG generated over $4 billion of free cash flow in FQ2. | 1 | positive |
MBIA currently trades at a 22% discount to Ambac on an adjusted price-to-book basis, a 14% discount on a P/E basis, and a 30% discount on a price-to-book basis. | 0 | neutral |
Two major acquisitions in the late 1990s include ABT Building Products Corp. (a producer of hardboard and vinyl siding and injection-molder shutters), and Le Groupe Forex (a large Quebec-based OSB producer).. | 0 | neutral |
This was a penny better than consensus and $0.02 ahead of our estimate. | 1 | positive |
The company reported pro forma breakeven EPS, including a penny benefit from bad debt recoveries, versus our estimate of $(0.01) and street consensus of breakeven (see Chart 1). | 0 | neutral |
PRD believes this is an important part of its future in digital imaging - The PictureWorks announcement is the first of many involving strategic, Internet and digital partners. | 0 | neutral |
The recent stabilization in the maintenance business provides a basis for 1) the cost rationalization efforts to be realized and 2) provides a support to overall revenue stabilization. | 1 | positive |
There are numerous feature upgrade fees including gallery photo (free), 10-day duration ($0.40), bold ($2.00), highlight ($5.00) and more. | 0 | neutral |
At this point, we do not see either event playing out in the near-term. | 0 | neutral |
HMT's portfolio is concentrated in the luxury and upperupscale segments of the market, with significant exposure to the major urban markets and destination resort areas. | 0 | neutral |
For the near term, however, as long as the economy remains weak, we expect retailers to continue to spend promotional dollars to draw traffic into their stores. | 2 | negative |
This is due to both parties challenging the respective jury decisions. | 0 | neutral |
With acquisition activity sharply curtailed over the past year, numerous Fire & Security operating management changes completed and recent implementation of more conservative accounting and management policies, revenue growth should build from current levels.. | 1 | positive |
The $0.40 yr/yr drop was driven by the following components: $0.31 lower truck and other (23.5% yr/yr revenue decline and 390bps yr/yr EBIT margin compression to 4% on 20.7% decrimental margin), negative $0.06 from financial services (10.7% revenue decline and 770-bp profit margin decline due to yr/yr increases in inte... | 2 | negative |
Positive was only the increase of the pay-out for NLG shareholders from 59% to 69%. | 1 | positive |
Mainframe and server sales surprised on the upside and should grow in 2Q00. | 1 | positive |
� The 2004 income statement should worsen by $0.44 per share not foreseen in our previous $0.50 per. | 2 | negative |
We View Dell as a Unique, Ultra-Efficient "Channel," Not Just a PC Maker In our view, a primary source of Dell's power flows from the fact that the company represents more than simply a PC maker, but more correctly a unique and ultra-efficient product and services "channel." To date, the fact that PCs, and increasingly... | 1 | positive |
This policy was the same for Caucasians as African Americans, thereby ensuring that both races paid the same amount for a policy. | 0 | neutral |
The company is currently trading at 22x our 2008 EPS estimate, representing a 10% premium to the peer group average. | 0 | neutral |
Our positive stance on HCA is based on several factors: . | 1 | positive |
We are expecting $0.44 of comparable cash EPS, two pennies above consensus. | 1 | positive |
The transition calls for Johnson to join as Vice Chairman in 9/08, take over as CEO in June 2009, and assume Chairmanship in May, 2010. | 0 | neutral |
Within MD&D, Cypher sales were well below expectations notwithstanding increased supply, and we expect things to remain challenging given the Cordis FDA warning letter and increased competition in drug-eluting stents. | 2 | negative |
Operating income was 5% above our forecast due to higher margins in Energy Services and Engineering & Construction. | 1 | positive |
As we pointed out on April 8, many investors believe Pepsi's stock is "over-loved" with the vast majority of sell-side analysts having buy ratings on the stock. | 2 | negative |
But the result is four Hispanic stores (Super Saver), which we thought were interesting when we visited, but too high priced and too antiseptic; a Polish foods execution in one store in Chicago; and a few kosher bakery and meat operations (under 20). | 0 | neutral |
However, for those Asian-based semiconAlan' top pick is Xilinx. | 0 | neutral |
Figure 24 provides a breakout of Newell Rubbermaid's major business segments and their product lines.. | 0 | neutral |
Maintain very high level of handset subsidies to ensure that PCS always maintains the best selection of handsets while investing in unique/proprietary applications. | 1 | positive |
One is how much the current revenue stream is affected (and that is discussed above). | 0 | neutral |
Use the exchange rate for the last day of each quarter for balance sheet data. | 0 | neutral |
BMC was able to expand operating margin to 9%, above our 6% estimate. | 1 | positive |
This is only the second time in the last five years that the monthly portfolio yield has dipped below 20% for COF's Master Trust. | 2 | negative |
Prior to joining the Company in June 1994, he was a Senior Manager with Ernst & Young LLP. | 0 | neutral |
Operating income grew 7% with 15% margin (versus about 16% last year). | 1 | positive |
One Point also intends to offer service there soon. | 0 | neutral |
GAC's firm backlog was 89 planes at 12/99, with Q1 "on track" for 45-55 orders in 2000 vs. 66 projected deliveries. | 0 | neutral |
We believe the ease of once-daily administration (compared to 2x/day Combivir), solid safety profile, growing widespread scientific data, and low discontinuation rates, will drive strong sales of Truvada in 2005 and beyond. | 1 | positive |
Our new CAP times excess return value is based on a CAP of 12.8 years (up from 11.2 years) and an annual excess return value of 5.1% (unchanged). | 0 | neutral |
A risk to our thesis that USB will return to positive operating leverage in 2006 is that the increase in revenue-enhancing investments does not produce the returns that management is expecting. | 2 | negative |
This model is a summary of a much larger revenue model too big to include here.. | 0 | neutral |
International sales were only 21% of the mix in the quarter, which we are concerned about. | 2 | negative |
This probably comes as a surprise, since most investors seem to focus on EV/EBITDA multiples. | 0 | neutral |
$17M in 4Q08 royalty revenue to GILD; adjusting EPS estimates according to $750M share repurchase transaction announced this morning.. | 0 | neutral |
This reinforces our view that SCH is successfully gain ground in migrating away from a model that is excessively dependent on retail volumes. | 1 | positive |
Management reiterated its target of free cash flow (before pension contributions) equal to (or potentially exceeding) net income. | 0 | neutral |
FAHNESTOCK & CO. INC. Relative Valuation: We believe BR shares are fairly priced relative to their peers. | 0 | neutral |
Management changes do not resolve growth challenges.. | 2 | negative |
There was a US$35m or ~4cps charge in the quarter for strike provisioning that we have included as an exceptional item. | 0 | neutral |
JCI has also formed an alliance with Saft of France to develop hybrid batteries. | 0 | neutral |
The aging of this postwar generation is an important demographic trend, because they are not only in their prime in terms of earnings potential, but also because they fall within (or are nearing) the demographic sweet spot in total food expenditures per household. | 0 | neutral |
Demographic trends suggest a healthy long-term outlook for new-home construction in the United States. | 1 | positive |
We regard the management team that has been assembled around CEO Maury Myers, who joined Waste Management in August 1999, as quite capable and, most importantly, as having relevant experience in successful turnarounds with companies in comparable industries. | 1 | positive |
This reflects our belief that reported earnings will continue to benefit from a loss provision that is lower than total claims. | 1 | positive |
Thus, while Q3 will be UTX's toughest compare in some time, they should hit consensus, with an outside shot of being a hair above it. | 0 | neutral |
Guidance: XTO raised their `08 production guidance to 23% (from 20% earlier), capex jumped by $400 mm to $3 Bn while expected opex costs increased by ~10%. | 1 | positive |
large tackle box and is sized to fit a maximum of 80 FluMist doses. | 0 | neutral |
In total, operating income increased 16.2% to $169.1 million � $2.4 million above our estimates. | 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.