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Roberts laid out an aggressive, positive case for the cable business and Comcast in a presentation on Monday. | 1 | positive |
To date, there are 160 customers live on Peoplesoft 8, with over 1,000 with implementations underway. | 0 | neutral |
We continue to like the stock and are making no change to our Overweight rating.. | 1 | positive |
Digital sub adds totaled 162,000 for the quarter, ending the quarter with 6.95 mil. | 0 | neutral |
As detailed in our April 29 industry note, The Retail Sales Predictor (RSP) declined 0.5% in March following a 0.6% decline in February. | 2 | negative |
Remaining commodity exposure to gate arrays and standard logic. | 0 | neutral |
Given that (1) the market has already been making these adjustments to 1999 estimates over the past week, and (2) the stock is trading at a modest multiple to 1999 EPS, we do not view this adjustment as overly significant. | 0 | neutral |
Renovate My Family (reality): has provided relatively solid ratings. | 1 | positive |
OUTLOOK We believe worldwide Futures should continue to trend positively in F2001 driven by international momentum. | 1 | positive |
EK: Weak February Film Data Puts Increased Pressure on March. | 2 | negative |
Risks to our valuation range include sustained material weakness in commodity prices as well as the risk of a rising cost structure due to the company's active acquisition strategy.. | 2 | negative |
While these and other issues have hurt investors' perceptions of Engelhard's management, the company has turned in a solid operating performance nonetheless. | 1 | positive |
There are two ways Qualcomm receives revenues: from licensing fees and from ongoing royalties based on sales of products. | 0 | neutral |
Our 2007 and 2008 EPS estimates reflect a deeper cyclical downturn in the home improvement. | 2 | negative |
However, we believe consensus estimates embed a reasonable expectation of margin improvements (Exhibit 2), and the competitive environment is likely to make progress somewhat more difficult than it has been.. | 2 | negative |
FE today increased its cap ex projections for 2004 to $720M, up from $570M. | 1 | positive |
Renewal IV is expected in the first half of 2004. | 0 | neutral |
Although Providian does not provide vintage loss curves to us, management leads us to believe that vintage loss trends on the company's core portfolio are improving from a peak period between the end of 1996 through the second quarter of 1997. | 1 | positive |
Moreover, the sources of Abbott's revenues are geographically diverse, thereby containing the adverse effect that any one area can have on the company.. | 0 | neutral |
Reflecting the higher estimates, we are raising our price target slightly from $75 to $80, a multiple of 43x our 2001 EPS estimate. | 1 | positive |
ALLTEL is generating significant free cash flow, has a solid balance sheet and is in a position to benefit, as potential acquisition targets become cheaper.. | 1 | positive |
More than 75% of divisional sales are sold to the global coatings, adhesives, automotive, and construction markets. | 0 | neutral |
Yum!'s international business not only protects investors against a weak U.S. consumer and spikes in operating costs but 2006 EPS could also benefit from favorable foreign exchange rates. | 1 | positive |
CNBC also saw a 7% increase in ratings among adults 25-54 for the quarter. | 1 | positive |
However, NCOs are trending up slightly, up 1 bp from 1Q05. | 1 | positive |
The 11% implied upside to our price target compares with implied upside for our coverage universe of 16%. | 1 | positive |
Note, too, that in Italy, its largest market outside the US and Japan, the group lost considerable market share in 2003, and there could well be significant confusion in 2004 if PMI were to leave the Etinera distribution system and set up its own. | 2 | negative |
Tenet's 1Q05 operating cash flow was a positive $516 million, a dramatic rise from last quarter's outflow of $291 million and prior year's outflow of $59 million. | 1 | positive |
It is generally believed that a common vascular response to chronic vessel wall injury is neo-intimal proliferation that is loosely akin to scar formation. | 0 | neutral |
Additionally, management is projecting EPS growth for 2002 of 15-18%, which equates to EPS in the range of $3.24-$3.33. | 0 | neutral |
Based on Wells Fargo's accounting practice, it would take an additional 20% drop in the value of the public securities, sustained for six months, for another impairment charge to be taken. | 2 | negative |
Retirement services assets under management were flat at $6.9 billion with deposits of $472.6 million vs. $610.5 million. | 0 | neutral |
It is unclear why lipid results were assessed at an average of weeks 11/12 when glycemic control was measured at 24 weeks. | 0 | neutral |
This excludes about 400MM of capital spending for new wireless plant. | 0 | neutral |
DHR believes the operating margin could reach 20% (the Leica-stated goal) as it applies its Danaher Business System and benefits from new products and markets (geographically, Leica's sales are 40% western Europe, 25% the Americas, 25% ROW, 5% China, and 5% Japan). | 1 | positive |
CCL is due to report Q3 earnings to the end of August on 18 September. | 0 | neutral |
Sales were roughly $13MM higher than our $872MM estimate with ~$12MM of the upside coming from international sales. | 1 | positive |
This capability, which stems in part from the company's success in medical malpractice, was demonstrated in St. | 1 | positive |
The core switching unit should continue to be the fastest expanding segment, experiencing 12.2% compound annual a growth. | 1 | positive |
Revenue growth is unlikely to match the 2H00 rate that drove the stock for the last six months.. | 2 | negative |
After the MAX developer event 2 weeks ago, a miss/ guide-down was not a huge surprise. | 2 | negative |
TI announced its intention of sampling various high volume products on the 65nm process, including wireless, broadband, communications, digital consumer and general purpose for DSPs and high performance analog for the Ultrasparc microprocessor design for Sun Microsystems. | 0 | neutral |
Currently, Bell Atlantic has over 180 million POPs, nearly 7.9 million subscribers, an increase of 35% over the year-ago quarter level. | 1 | positive |
Management's comments that cost containment is on track leads us to believe that a reserve driven profit may be on the horizon. | 1 | positive |
For 2002, management reaffirmed its target EPS growth rate of 5% and offered an EPS target of $1.71. | 0 | neutral |
We are comfortable with our forecasted U.S. revenue growth of 8% for 1999 (reaching $350 million). | 0 | neutral |
Lerner's performance was strong in its tops, active wear and dresses, aided by weekly in-store "WOW" promotions, which was particularly effective for the "beach house" pant. | 1 | positive |
We estimate the contract generates about $100M per year in annual recurring revenue for ACS. | 0 | neutral |
On the low end, where the tools are manufactured on the floor, the inability to train and hire people in an optimal fashion could disrupt the build and ship schedules. | 1 | positive |
Globally, in the second quarter, Coke's carbonated soft drink business grew 2% while their non-carbonated business grew 27%. | 1 | positive |
Inventory days on hand increased to 38 days, up from a very low level of 30 days in Q1, which is within a more normal range. | 2 | negative |
Historical results have not been restated for SAB-101 or Gasonics Source: Company data and SG Cowen estimates. | 0 | neutral |
In 1999 Equifax began selling credit reports to individuals on the internet at Equifax.com. | 0 | neutral |
Today the expectation is that earnings will climb 8%, following a 34% rise in 2005. | 1 | positive |
Both the defense and commercial businesses were net cash users in Q1. | 0 | neutral |
growing customer and highlight an increasingly cooperative relationship going forward. | 1 | positive |
We are not sure at this point how First Call will record GT's 2Q05 results. | 0 | neutral |
Statutory earnings of $134 million exceeded our expectations of $125 million and drove the RBC ratio above the 300% target. | 1 | positive |
We continue to believe the long term growth rate for this business is in the mid single digit range. | 0 | neutral |
On a sequential basis, orders improved across three of five segments, including Process Control, HVAC, and Appliance & Tools. | 1 | positive |
Additionally, Royal Dutch/Shell has less balance between its specialty and commodity chemicals businesses with returns likely to remain depressed longer than more diversified peers. | 2 | negative |
However, based on actual figures, we believe that CNP did not overearn. | 0 | neutral |
The $1.16 per share from operations was calculated by adjusting the reported $1.46 for a $9 million tax credit and $30 million in insurance recovery proceeds. | 0 | neutral |
ADP is currently trading at a PEG ratio of 1.9, including equity compensation, below its historical average of 2.0. | 0 | neutral |
Also, we believe only a gradual F08 ramp in the economy is factored into the range. | 0 | neutral |
Our view on the company's growth prospects remains cautious after nine straight quarters of declining backlog. | 2 | negative |
The change in working capital was actually a drag of $96 million in the quarter. | 2 | negative |
Total sales increased 3.7% from the same period last year with particular strength in landfill, up 5.4%, and wheelabrator, up 5.6%. | 1 | positive |
Ethicon Endo-Surgery: J&J's Ethicon Endo-Surgery sales increased 7% (0% FX Neutral) to $665 million in the quarter � $35 million below our estimate. | 2 | negative |
MAINTAINING F2000-01 EPS ESTIMATES ON FINETUNED REVENUES Given the generally ontarget results, we're maintaining our overall EPS estimates for Q4:F00 and F2001 on slightly lower revenues due to services. | 0 | neutral |
Our $69 price target on shares of Lehman Brothers is also based largely on our residual income analysis, benchmarked against comparable and historical price-to-earnings and price-to-book valuations. | 0 | neutral |
However, we dont expect J&Js domestic share to exceed 10%. | 0 | neutral |
Second, the market has been concerned with declining expectations for wireless subscriber growth at AT&T and Sprint PCS. | 2 | negative |
First, Danaher's enviable position as supplier of Craftsman mechanics hand tools for Sears. | 1 | positive |
For full fiscal year 2001, sales grew 12% to approximately $263 million. | 1 | positive |
Waste Management has undertaken a debt-reduction program that has resulted in positioning the company close to its target debt ratio and providing more flexibility in management's investment decisions. | 1 | positive |
Instrumentation and medical was up 26% sequentially, slightly above expectations for 25% sequential growth as the Varian acquisition ramped on track and likely contributed about $40-$45 million in incremental revenue on top of other ramping programs. | 1 | positive |
Our new model calls for GM of 76.5% (just a 60bps decline y/y) versus our original estimate of 77.2%, and the group average GM decline of 161bps. | 2 | negative |
As an architecture, Symmetrix can be systematically and frequently upgraded with the latest technology changes without disturbing backward compatibility. | 0 | neutral |
The upside was driven by outperformance in Medicare Advantage, TRICARE, and the commercial business. | 1 | positive |
With the guided increase in Sep quarter bookings, we believe our modeled sales growth of 6% q/q (to $252.3M) is quite achievable. | 1 | positive |
The company sized its home equity processing business at approximately $200 million (current run rate) with below company margins. | 0 | neutral |
High grade was challenging, especially in telecom with widening spreads and credit concerns negatively impacting the business. | 2 | negative |
Business results were lighter than we thought on the revenue side, coming in at $6,885 million, or about 4.7% decline YOY and an approximately 3% decline sequentially from $7,094 million in Q2'01. | 2 | negative |
The company supplies its products to telephone companies, cable operators, private networks, and foreign telecommunications service providers (PTTs). | 0 | neutral |
As part of the desktop exercise, the Y2K programmers must make sure that all PCs are date tested, and that a complete inventory is completed. | 0 | neutral |
Our 12 month target price remains essentially the same, at $58 per share ($60 previously). | 0 | neutral |
As expected, AT&T announced its plans to separate AT&Tproper into four separate companies. | 0 | neutral |
In October, Gateway guided revenues for the full year 2002 to be in the range of $4.3 - $4.5 billion (leading to a Q4 revenue range of $1.19 - $1.39 billion, up 4-22% Y/Y and up 6-24% Q/Q) and an EPS loss of ($0.10) to ($0.13). | 0 | neutral |
Sales of new optical networking products declined 55% sequentially, but TLAB recognized revenue for the 6500 from a second customer. | 2 | negative |
The company's innerspring units sold to the mattress producers has been particularly weak as the segment is going into a unusual harsh downturn. | 2 | negative |
FISV sells its products and services primarily through its own direct sales force. | 0 | neutral |
We consider Ameren's current dividend of $2.54 to be secure based on our view that there is no longer a significant risk of a rate rollback and freeze and/or onerous state tax on power generation as a result of the settlement agreement reached between legislators and utilities. | 1 | positive |
Vehicles and parts rose 23.3% and 68.6%, respectively, during the last eight days of 4Q. | 1 | positive |
In our view, fundamentals for hospital supplies and medical technology companies remain strong. | 1 | positive |
This should allow Target to build its brand portfolio, which already includes such stalwart names as Sony, Tupperware, Mossimo, Michael Graves, Calphalon, Eddie Bauer, and Carter's. | 0 | neutral |
However, SEC guidelines require completion of a full feasibility study to classify mineralization as a reserve. | 0 | neutral |
Even when applications use the old 32-bit code, the AMD64 technology is designed to move information more quickly. | 0 | neutral |
Our hardware consideration remains centered on dataprocessing segments, which at $320 Bn, represent 29% of an estimated $1.1 Tr electronics endmarkets . | 0 | neutral |
During the quarter, management reversed a litigation reserve, which added $13 million to earnings in the quarter and helped boost pretax profit growth to 14% year over year. | 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.