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NGPL also supplies gas to other parts of Illinois, and also services Indiana, Iowa, Nebraska, Wisconsin, Missouri, Kansas, and Arkansas. | 0 | neutral |
Growth was primarily driven by the acquisition of Elscient's medical electronics manufacturing operations. | 0 | neutral |
Microsoft Project -- Microsoft Project is the company's critical path and resource allocation application. | 0 | neutral |
Roughly speaking, we estimate that the trend for revenue declines was a decline of (12)% in January, (10)% decline in February, and then an (8)% decline in March. | 2 | negative |
Clearly the earnings power (i.e. higher high's and higher low's) of the US Steel sector has improved dramatically relative to only a few short years ago, and as a result we believe the sector does warrant multiple expansion when compared with historic levels. | 1 | positive |
Cash and short-term investments increased by $113 million to $511 million. | 1 | positive |
Comparable store sales gains were uniformly strong, at 7% (Dec), 9% (Jan) and 8% (Feb). | 1 | positive |
Not surprisingly the $/GB of retail flash cards in the US has dropped nearly 30% since the beginning of the year per our checks. | 1 | positive |
The company also provides facility management and IT services. | 0 | neutral |
We have reduced our 2008 EPS estimate from $7.76 to $7.70 to reflect $200 million in additional credit losses and additional share repurchases. | 2 | negative |
General Electric -- Consolidated Annual Income Statement, 1997-2006E. | 0 | neutral |
Merger disruption opportunities should benefit SNV over the next year or so. | 1 | positive |
Ingram Micro (IM) --1Q05 networking sales were a little lighter than usual. | 2 | negative |
Key pluses include potential further EPS/cash flow adds to 2003-04, program wins (small diameter bomb (SDB), PAC3 international, Targets & Countermeasures), possible Homeland defense add-ons (we're not huge bulls, but perhaps our cynicism re Homeland Defense is somewhat. | 1 | positive |
This product is focused on transaction security, including Website authentication, crimeware protection, Web browsing protection and protection of confidential information. | 0 | neutral |
Both Kimberly and Procter increased share in Household Paper, indicating an increased focus on the segment. | 0 | neutral |
� Management provided 2007 guidance with EBITDA in the range of $700-$800 million, EPS of ($0.13)-$0.00, and net adjusted cash flows from operating activities of $300-$400 million. | 0 | neutral |
Risks: The growing number of newbuild jackups could result in subdued earnings growth longer term. | 2 | negative |
Credit deterioration continues to be a drag on earnings. | 2 | negative |
Quick Comment: Solid results across all divisions, no sign of NY& Co negative mark to market. | 1 | positive |
Conviction on MYG Bid Reiterated We also note that WHR reiterated its conviction in its MYG bid, reviewing its confidence in regulatory approval and also restating that its bid was not a defensive reaction, but rather was driven by MYG being a compelling strategic fit.. | 1 | positive |
Only a handful of operators outside of Asia have deployed the service and we expect that throughout 2005 most major operators will deploy the service creating a substantial opportunity for Comverse who we believe is the leading supplier of ringback tone solutions. | 1 | positive |
Management also indicated the current pricing environment is not likely to improve in 2008 and could continue into 2009. | 2 | negative |
Our Outperform thesis remains intact as we continue to expect BRCM to win market share and outgrow peers. | 1 | positive |
Genzyme stated that they will announced a partner for Japan before the end of the second quarter. | 0 | neutral |
Including these charges results in a GAAP (generally accepted accounting principles) loss per share of $0.03. | 0 | neutral |
Subsequently, we are also reducing our year 2000 EPS estimate by $0.05 to $1.85. | 2 | negative |
Trauma fixation products grew above 13%, which outpaced the estimated 7% growth rate of the overall trauma market. | 1 | positive |
The American Cancer Society (ACS) estimates that BCC accounts for about 75% of all skin cancers. | 0 | neutral |
Procter's continued emphasis on streamlining its business processes contributed to another quarter of solid gross margin expansion, up 110 basis points. | 1 | positive |
Both sets of moves, net price increases and higher merchandised price points, would enhance sales and profitability if competitively matched (i.e., pricing through higher gross sales, combined with lower promotional spending would increase net sales). | 1 | positive |
During the quarter, the company repurchased approximately $500 million of common stock. | 1 | positive |
In the $21 billion metered postage market, Pitney's addressable opportunity represents $4.7 billion of annual postage funds. | 0 | neutral |
Our estimate remains $0.22 per share on slightly lower revenues of $6.15bn. | 2 | negative |
We expect a significant decline in sales volumes for its composite resins and foundry products during the quarter. | 2 | negative |
The final deal required some give-back by the company, but overall is better than going back to the bankruptcy court. | 1 | positive |
However after two consecutive weeks of year-over-year declines, BNI's quarter-to-date coal volumes through week 10 were up only 1.6%. | 2 | negative |
Revised i/25/2001 (5 in millions, except per share data). | 0 | neutral |
Without guidance from management for our estimates, we are using a revenue forecast that slowly ramps up to about 5%-6% local currency growth in the year 2000 in local currency, but is much stronger for the fourth quarter of FY1999 on. | 1 | positive |
The U.S. Federal District Court in Wilmington, DE, is currently considering J&J's request for a preliminary injunction. | 0 | neutral |
We expected this latest process, of PDVSA moving to majority ownership of heavy oil projects, would lead to some brinkmanship but ultimately an agreement. | 2 | negative |
KEY PRODUCT TRENDS LIPITOR (CHOLESTEROL LOWERING)--Warner and Pfizer (Warner's co-marketing partner for Lipitor) continue to gain market share in the cholesterol market. | 1 | positive |
PFE has been volatile on the release of recent outcome data (ALLHAT, EPHESUS), and we continue to believe upside is limited until the PHA merger closes (1Q03E). | 2 | negative |
� Sanofi-Aventis and Bristol-Myers will make payments to Apotex when the settlement agreement is finalized, and if the agreement is terminated. | 0 | neutral |
We do not expect that the company will guide EPS estimates higher, so we will probably maintain our $3.22 estimate for 2002 after the conference. | 0 | neutral |
Schlumberger developed the RapidConnect system to significantly reduce this risk, the strongest multi-lateral junction industrywide by a factor of 100. | 1 | positive |
Although recent management and strategic changes at BT have resulted in modestly improved performance, it is our view that PFG is more likely to exit this market and re-deploy the proceeds into its faster growing, and much more profitable U.S. 401(k) business. | 1 | positive |
October 18, 2004 Consumer Discretionary Retailing/Specialty Hardlines. | 0 | neutral |
Still, we believe the fourth quarter of 2006 may not be too early to see some share repurchase activity given MET's roughly $1 billion of annual free cash flow generation. | 1 | positive |
We continue to view the stock favorably because of the potential for accelerating growth this year and stabilization of mid teens growth over the next few years. | 1 | positive |
The Esmeralda project has a gross unrisked potential of 500 MMbbls. | 1 | positive |
In our opinion, Enbrel has the most compelling combination of efficacy, safety and ease of use profile among the biologics. | 1 | positive |
First product from Triangle could be as late as H2:2001. | 0 | neutral |
Ultimately any equity income will be included in the Electrical segment profit. | 0 | neutral |
The company announced 22%-24% revenue growth, which is consistent with our model. | 0 | neutral |
Net margin is expected to increase to 6.4% in 2004 and 10.6% in 2005, up from a loss of $68 million in 2003, due to the reasons above and the impact of taxes, as opposed to the benefit of tax loss carry-forwards. | 1 | positive |
Failing to integrate this acquisition and potential future acquisitions could affect execution. | 2 | negative |
This is slightly below our previous estimates of $1,334 million and $1,460 in 2001 and 2002, respectively. | 2 | negative |
BPA has conservatively estimated the potential annual cost savings from the Arco acquisition at $1 billion, including $200 million in Alaska. | 1 | positive |
Approximately 46% of TIF's sales in 2004 included merchandise that contained diamonds, up from 36% in 2002, accentuating the negative impact of the diamond price increases. | 2 | negative |
The tax rate is 30%, with 1999 likely to hit 34%. | 0 | neutral |
This growth rate excludes any future acquisitions, and consequently, could be viewed as conservative. | 0 | neutral |
The new Snapdragon-based netbook introduction from Dell and HPQ through Compal and Wistron was one of the catalysts for FY1Q10 (Dec) that we were expecting. | 1 | positive |
Going forward, we believe that high net corn costs will be an issue again in F2Q05 due to falling corn by product credits (corn oil, corn feed, and corn meal), which are expected to see further reductions due to the sharp decline in soybean oil and meal prices. | 2 | negative |
At seemingly reasonable parameters--the implied $7.80 per equivalent barrel compares well with other recent purchases of natural gas assets--the company adds 297 billion cubic feet equivalent of primarily natural gas reserves for $385 million. | 0 | neutral |
Notes: (a) 1995 Net Income excludes $18.7 million in discontinued operations. | 0 | neutral |
As a result of these changes our Q3 EPS estimate goes to $0.23 from $0.22 previously. | 0 | neutral |
Lower average energy and feedstock costs should also be a plus. | 1 | positive |
Sales increased to $3.465 billion in the second quarter compared with $3.149 billion in the year-ago quarter, an increase of 10.0%. | 1 | positive |
For F2004, we forecast 14.6% earnings growth to $0.80, which assumes an operating margin of 9.1%. | 0 | neutral |
While Magnolia is closer, Conoco has not yet sanctioned a development plan, thereby making a tieback to Baldpate more timely. | 0 | neutral |
Margins were 18.1%, up 50 bps vs. 17.6% LY and ahead of our 17.8% estimate, driven by productivity, volume, and price, offset by inflation. | 1 | positive |
Most recently, ITW completed nine acquisitions in the first quarter of 2000 with average revenues of $13 million (total $117 million of acquired revenues). | 0 | neutral |
In turn, driving end-user demand are the increasing use of the Internet for information, recreation and commerce; the growing usage of wireless communications; and decline in pricing of long-distance landline voice, with attending elasticity of demand. | 1 | positive |
Fee based revenue should also improve sequentially, given the rise in the domestic equity markets in 3Q05, with the S&P 500 up 3.1% and the NASDAQ up 4.6% (fee based accounts at MER are priced on a quarter lag basis). | 1 | positive |
Net adds of 1.39mn well above the 1.22mn we were looking for, (subs up 16.8% YoY). | 1 | positive |
For F07, we expect operating margin in the Pharmaceutical Solutions division to be 1.50%, a 15 bps improvement over the prior year, reflecting the positive contribution of major generic introductions in 2006. | 1 | positive |
Pacemakers: Moving to the Beat Specifically, we believe that Medtronic's cardiac pacemaker business (47% of sales) will improve with the recent introduction of the Kappa 400 in domestic markets and the Kappa 700 in international markets. | 1 | positive |
Lehman's operation in Europe represented 31% of the company's total revenue for FY99. | 0 | neutral |
UIS increased its headcount reduction target from 5,500 to 5,600 and has cut 3,600 YTD. | 0 | neutral |
Following a mid-2004 restructuring and paring of Watson's brand drug franchise, generic drugs now account for 78-80% of estimated 2006-2008 sales. | 0 | neutral |
The remainder of the integration expenses will be taken during 2004 and 2005 as the integration process progresses. | 0 | neutral |
� After analyzing several different financial scenarios for DUK, we believe new management may choose to cut the dividend up to 50% from current levels. | 2 | negative |
From a practical matter we think that this is a red herring. | 0 | neutral |
Overall, we believe the quarter was solid, driven by a nice rebound in the consumer business and steady growth in the enterprise segment. | 1 | positive |
CNG's earnings contribution is expected to turn accretive by mid-2001. | 1 | positive |
In our view, this multiple, which is in line with the P/E multiple of the drug group (trailing 2000 P/E), is justified as we believe that investors will favor Abbott for its accelerating revenue growth and defensive characteristics. | 1 | positive |
We use a weighted average cost of capital of 11.5% based on a 17.5% cost of equity and a 50% target debt ratio. | 0 | neutral |
Lending Portfolio ? The managed loan portfolio was $18.5 billion and should decline in 2Q03. | 2 | negative |
Gross margin fell 64 basis points to 35.3% of sales from 36.0% a year ago, in part a result of markdowns and lack of leverage on buying and occupancy. | 2 | negative |
Japan Tobacco said that in the year to March 2004 the Marlboro brand would sell around 26 billion units, generate sales of US$1.2 billion, and contribute around US$110 million to EBITA after overheads and the licence fee owed to PMI. | 0 | neutral |
However, revenue is forecasted to be flat to down 5% sequentially next quarter due to timing of revenue recognition. | 2 | negative |
This lawsuit will automatically stay FDA approval of HiTech's ANDA's for 30 months or until an adverse court decision, whichever may occur earlier. | 0 | neutral |
Transport was negatively impacted by lower shipments to Tampa Electric as a result of the conversion of the Gannon facility from coal to natural gas at the end of 2004. | 2 | negative |
While the details of financing the deal will be determined closer to closing, we expect management to fund at least half the purchase price with new equity (approximately 5.5-6 million shares). | 0 | neutral |
BSC has argued that it should not pay damages on lost revenue to market share that J&J could not supply. | 0 | neutral |
Company Description Sprint is a global integrated communications provider serving more than 26 million customers in over 100 countries. | 0 | neutral |
The coupon rate on the $2.6 bil of securities was in. | 0 | neutral |
However the co had lower opex which at $179m was $11m below our estimate mainly due to lower stock comp. | 1 | positive |
In light of the company's new product momentum and financial progress, we think the valuation looks compelling. | 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.