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Adjusted for Tribune's investments in the WB Network and other equity, currently estimated to be worth $4-$5 per share before taxes, these multiples would be more conservative. | 0 | neutral |
We expect sales growth to accelerate in 2H6- for both divisions. | 1 | positive |
In December, Amgen announced that the Enbrel manufacturing plant in Rhode Island received FDA approval, in-line with the expected 4-month review timeframe. | 0 | neutral |
We consider it significant that pretax margins in the asset management segment reached 36.5% in the first quarter, compared with 29.7% a year ago and 35.7% in 4Q01. | 1 | positive |
At the current price, BBY remains among our favorite stocks as it continues to gain share, enhance operations, and generate high teens EPS growth. | 1 | positive |
GPS reported a worse than expected October comp sales decline of (16%) with all brand results deeply negative. | 2 | negative |
BellSouth grew its third quarter data revenue 1.9% year-over-year to $1.19 billion. | 1 | positive |
In a consolidating retail sector that is over-stored, it seems reasonable to us that stores will eventually be worth less than bulls on retail real estate values assume. | 1 | positive |
Non-GAAP EPS were $0.45, compared to $0.41 for the year-ago quarter. | 0 | neutral |
We believe Staples's management is extremely analytical and has already factored this in into its longerterm growth plan. | 1 | positive |
The basis of West's claim was that the underlying transaction for which the letter of credit provided support was actually a loan and that the true character of the transaction should have been disclosed to West.. | 0 | neutral |
Risk Factors Factors that could prevent GOOG from reaching our price target include increased supply from from ad networks which could hurt pricing, excess spending on new projects and initiatives (opex or capex), further economic weakness in the U.S. and/or Europe, and higher TAC rates to AdSense partners.. | 2 | negative |
Overall BMY reported a solid quarter, refreshing during a week when several of its peers couldn't do the same. | 1 | positive |
Both believe that most PAH physicians at "expert" centers share their opinion, and that such physicians treat about 80% of PAH patients. | 0 | neutral |
GSS Acquisition Was A Home Run Since It Positioned State Street To Gain Share In Europe Just As The European Landscape Is Evolving In hindsight, State Street's acquisition of DB's GSS business looks like a home run. | 1 | positive |
Heart valve sales grew by approximately 21% on a reported basis (22% on an FX-neutral basis), to about $41 million. | 1 | positive |
Strength seen in arch coatings, auto OEM glass, industrial coatings & specialty chemicals (esp opticals). | 1 | positive |
Buell brand motorcycles are projected to increase about 9.5% to $69.5 million. | 1 | positive |
Importantly, Reebok's average price per pair increased during the just completed quarter. | 0 | neutral |
The underlying growth noted above in licensing should continue as there is ample room to grow as the company creates growth strategies to expand the franchise portfolio by gender, age and geography; Publishing has 25% market-share for the children's market and is expected to have flat growth; Games invested $100 millio... | 1 | positive |
-% Annuity Premiums -Total Commission/Acquisition E 139.9 % Chg yr/yr 0.9% % Chg sequ. | 0 | neutral |
This means it is now impossible for oral arguments to be heard in the matter during the Court's spring session, and the second week of September is now the earliest possible date. | 0 | neutral |
Proven history of internally developing viable drilling programs without the need to source play concepts from industry. | 1 | positive |
Although Teradyne conducts manufacturing activities outside the U.S., Teradyne's manufacturing activities are primarily concentrated in the U.S. Although there is overlap in function under the same roof, Teradyne currently has 11 facilities conducting manufacturing, nine facilities conducting research and development, ... | 0 | neutral |
Exhibit 3. Prior Year Restructuring and Improving Aerospace Market Provide Runway for Improvements. | 1 | positive |
However, we believe that their likely protests highlight their concern that the program will be effective. | 2 | negative |
This raises some concern as the year is back-half loaded and dependent on AnalyST and RF telemetry launches, in addition to greater replacement cycle tailwind. | 2 | negative |
COO Bob Druskin indicated during Q&A that ~$400 million of IT-related savings were realized during the quarter, which represents ~3% of the total year-ago expense base. | 0 | neutral |
Product mix continued to shift towards the price value segment (now contributing 15.2% of volume compared to 14.3% in 2Q06) as management has stepped up its initiatives to participate in the still rapid growth of this segment (industry mix is now 56.6% premium vs 43.4% value as compared to 58.9% and 40.9% respectively ... | 0 | neutral |
Sunoco manufactures and sells petroleum products such as gasoline, diesel fuel and heating oil in the U.S. It also produces and sells lubricants and petrochemicals worldwide, operates domestic pipelines and terminals, and manufactures metallurgicalgrade coke for use in the steel industry.. | 0 | neutral |
Excluding Korbel, sales for the quarter rose 9%, gross profit advanced 11% and operating income increased 12%. | 1 | positive |
Shorter term, ongoing rupee appreciation is a headwind, however.. | 2 | negative |
Owns 40% of Cingular, the largest US wireless operator.. | 0 | neutral |
Looking at the sources of revenues, the strongest growth came from Productivity Applications and Developer, which rose 48% Y/Y to $2.93B (51% of total) on the back of Office 2000 and the channel accounting change. | 1 | positive |
Wagoner talked about expected savings related to the 2007 UAW agreement. | 0 | neutral |
We would characterize Ameriprise Financial's third quarter 2005 as uneven, with underlying business trends that remain difficult to properly assess given what we consider "limited" financial disclosures. | 2 | negative |
At this time we do not anticipate a significant acceleration in custom application development over the next several quarters nor is our model dependent on such an acceleration. | 0 | neutral |
Over the past 12 months, BEN's Global & International Equity (G&IE) segment has generated $12.2 billion in net new flows, or a 12.2% annual organic growth rate. | 0 | neutral |
Another 24 cents per share earnings improvement should come from rising crude oil prices. | 1 | positive |
Implementation of FASB 142 regarding goodwill amortization could add $0.10 per share to 2002 EPS, leading to our 2002 earnings estimate of $2.00 per share, up 20%. | 0 | neutral |
Ball Screws & Actuators, Inc. makes linear force and motion products, including line actuators, complete screw assemblies, rails and bearings, ball screws, and super nuts. | 0 | neutral |
We continue to believe that A-B shares could trade to a 10% premium to the S&P500 as consistency in earnings growth increases. | 1 | positive |
We believe the following negative factors could result in WHR's stock underperforming its peer group, and thus represent downside risks to our Neutral rating: 1) Lower than expected cost savings from the potential MYG acquisition; 2) Raw material cost increases in 2007 that are significantly greater than WHR's price in... | 2 | negative |
The ratings for the certificates are based on: the performance and credit quality of the underlying receivables, Sears' extensive origination and servicing experience, the sound legal structure of the master trust and Series 1998-2 and 15.0 percent credit enhancement for the Class A certificates. | 1 | positive |
Risks of investment in the shares of casino operators include the potential market risks associated with the expansion of gaming in adjoining or existing markets. | 2 | negative |
The utilities benefited from the Dec. '04 rate case settlement in the form of lower D&A. | 1 | positive |
VZ shares trade at 15.4x and 14.8x 2004E and 2005E EPS, with a dividend yield of 3.94% vs. US RBOC average of 15.8x 2004 and 17.4x 2005 estimated EPS, respectively with a dividend yield of 4.17%. | 0 | neutral |
For 2005, we expect segment pro forma revenue and cash flow to increase 7.7% and 29.6%, respectively. | 1 | positive |
Even with the recent business development initiatives, we believe Marathon offers little near-term growth potential and greater than average commodity price sensitivity. | 2 | negative |
value (giving some financial flexibility to the buyers of the company) results in an equity value of $49 per share. | 0 | neutral |
Our price target of $100 per share is based on our 2002E earnings estimate of $2.00 and our sum-of-the-parts valuation. | 0 | neutral |
In our opinion, Hancock needs to improve its distribution of variable annuities, even with its more passive approach to the business. | 2 | negative |
This was actually better than we were expecting, but is a wash on the lower revenue number for 4Q. | 1 | positive |
Incremental growth of 3%-5% per year for Micron from non-PC DRAM applications, and non-DRAM products. | 1 | positive |
Over the long term, we believe that Schwab must secure a global presence in order to maintain above-average earnings growth. | 1 | positive |
The category percentiles (current week as a percentile of the category 52week trailing maximum) reveal that both collectibles and practicals. | 0 | neutral |
AFLAC U.S. has also made modifications to its training program; a tactic we believe will improve sales associate retention and output. | 1 | positive |
Electronic Test The Electronic Test platform contributes an estimated 13% of total company revenues and 17% of revenues to the Process/Environmental Controls business, or $650 million projected for 2003. | 0 | neutral |
8. Sales force increased 3% y/y and 2% ytd, in line with ECL's goal of 4-5% for 2004. | 0 | neutral |
We look for new contracts (PCG currently has about $4-$5 billion total), increasing geographic scope, and diminishing startup costs as signs that this strategy can contribute to long-term earnings growth. | 0 | neutral |
In particular, we contend guidance regarding top line growth could temper investor enthusiasm for ACE. | 2 | negative |
We continue to believe that major portion of downturn has already been priced into the shares, but it is the fading likeliness of any near term catalysts that push us to the sidelines on the shares of CAT at this time. | 0 | neutral |
PET could be profitable in the second half of 2008. | 1 | positive |
Finally, OMX's 2006 EBIT plan includes some estimate of sublease income from the 110 stores being closed, adding another risk to the EBIT improvement goal. | 2 | negative |
We anticipate the company will have six month data from TAXUS II (European trial) in time for the TCT meeting in September. | 0 | neutral |
The bank reserves the right to extend the time of the offer. | 0 | neutral |
By allowing consumers to keep spices whole until needed, grinders maintain product freshness, and command significantly higher retail prices than pre-ground packaging.. | 0 | neutral |
In 2002, capital expenditures exceeded depreciation and amortization by 127%. | 0 | neutral |
In order to fill planned capacity growth, the company would have to deliver at least 10% volume growth per year over the next five years. | 0 | neutral |
Ambac's core EPS of $1.06 was below our $1.08 estimate, on lower than expected earnings from the financial services business. | 2 | negative |
When faced with a margin squeeze in the past, MBNA increased non-interest income and annual percentage rates. | 0 | neutral |
3. Share trading may be further delayed until the shares appear in retail accounts and start to be recorded on end-of-month statements. | 0 | neutral |
FX a potential headwind but KMB's less exposed than others Like most HPC companies, KMB is facing a potential headwind from a strengthening dollar. | 2 | negative |
1996 excludes $10MM gain on disposal of discontinued operations 1997 excludes $803MM gain on divestiture 1999 $100MM gain reflects gains on divestitures, litigation expense, an investment valuation adjustment, and change in estimate that reduced 1998 restructuring charges Source: Morgan Stanley Research Estimates. | 0 | neutral |
The company is also settling contractual disputes with Northrop Grumman (NOC, $101.11, O, TP $130, OW) related to the Aeronautical Systems acquisition, which is not factored into our forecast.. | 0 | neutral |
Cap-ex is expected to be $160 to $180 million, versus $157 million in 2007, including SAP investment.. | 0 | neutral |
More than half of the restructuring charges are related to the Thermo Instrument Systems divisions, which have been heavily impacted by the downturn in the semiconductor market and the Asian crisis. | 2 | negative |
Approximately 80% of the company's copper production in 2007E will originate from politically stable regions of the. | 0 | neutral |
Pre-tax income grew 6.3% to $273 million, which was $3-4 million better than expected. | 1 | positive |
FISV: Historical & Projected Quarterly Income Statement. | 0 | neutral |
LUV Estimates Q1 loss a possibility though unlikely management's preferred outcome. | 2 | negative |
SouthTrust's credit culture is reinforced by a process that "charges" commercial lenders for risk. | 1 | positive |
Although management did not provide specific guidance for the structure of financing the Moeller transaction, it reiterated its long-term guidance of net debt/total capital of 35.0%. | 0 | neutral |
DISCUSSION Restaurant stocks have been on fire thus far this year with our universe of stocks up 13.2% versus a 3.9% gain for the S&P 500 as of 3/5/04. | 0 | neutral |
Our estimate to actual differences are outlined below:. | 0 | neutral |
Note: With 50% duplication at smaller player assumed, combined company investment banking market share would still rank number one across each of equity, debt and M&A. | 0 | neutral |
ABT has indicated that it expects a new publication from the FIELD study which the company believes will support the safety of the product. | 1 | positive |
The company's cash flow is impressive and the balance sheet is strong, in our view. | 1 | positive |
Specifically, we believe the company's rationalization efforts (25% fewer tissue machines since 1999), size and scale (9of the world's 12 largest tissue machines) and backward integration to pulp (in North America where this is a competitive issue) all present a solid platform for the future. | 1 | positive |
New orders are guided to increase 5%, or at the high end of our up slightly preview, while revenue is expected to come in flat to up 5% ($2.24-2.35B). | 1 | positive |
Reminder, 2004 financial targets are dependent on NMCI reaching certain milestones. | 0 | neutral |
Date: January 8, 1999 Type: Change in Earnings Forecast Price: $47.00 Price Target: NA. | 0 | neutral |
In our view, this was somewhat perplexing to management at Citigroup, particularly given their desire to dominate global businesses where they have a size, scale, and cost advantage. | 2 | negative |
Risk(s) to our rating If recent price increases and/or virus activity drive enough future demand to cause revenue/EPS estimates for this year and next to go up by 10-20% then the stock will outperform making our Neutral rating too conservative. | 1 | positive |
Starwood owns substantial real estate and non-EBITDA-generating assets that either can be sold or developed to generate free cash, which can then be used to reinvest in high ROI projects, fund growth, repurchase shares, and increase the dividend. | 0 | neutral |
In the semiconductor segment, total analog revenue declined 3% sequentially primarily due to weaker demand from the wireless sector; revenue was down 8% from the year-ago quarter. | 2 | negative |
Improved third-quarter mortality offset adverse experience in the second quarter, resuming what we believe will be normal levels in future periods. | 1 | positive |
Management's goal is to own/manage approximately 70,000 Mw of capacity by year-end 2004, representing about 8%-9% of U.S. capacity. | 0 | neutral |
The processor's launch was recently delayed from a 1Q launch to a mid-2Q launch. | 0 | neutral |
In addition, IKON continues to consolidate facilities and to identify other opportunities to reduce G&A. | 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.