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By component, inpatient trends are expected to be 8-9%, driven entirely by unit cost. | 0 | neutral |
TWX is one of the world's largest entertainment companies, with operations in the entertainment, cable networks, cable systems, and publishing businesses. | 0 | neutral |
� Quarterly free cash flow equated to approximately 77% of net income, and last twelve month free cash remained approximately 8% of last twelve month revenue. | 0 | neutral |
Financial Highlights: 1Q Exceeds Our Expectations Slightly, Meets Consensus. | 1 | positive |
March newspaper ad revenue growth of 1.7% was at the upper-end of the newspaper group, with retail up 0.4%, national down 3.3%, and classified up 5.1%. | 1 | positive |
In spite of this, we are modeling sequentially up EPS in both the 1Q and 2Q and fiscal 2000 EPS of $4.21 compared with our prior estimate of $3.90.. | 1 | positive |
Reducing Estimates Due to $30 Million After Tax Settlement. | 2 | negative |
This yields a 12-month price target of $49 per share. | 0 | neutral |
Analysis of public comparables Millipore's shares currently trade at 22x (P/E) our FY07 EPS estimate of $3.40. | 0 | neutral |
WYN's economy RevPAR results stronger than industry average. | 1 | positive |
ServerWorks is shipping its fourth generation of I/O devices supporting Intel's server MPUs, and the company has captured most of the mid-range Pentium III and Xeon server designs that are currently ramping up into high volume. | 1 | positive |
Current and future valuations are based on a share price of US$12.78 on 12/10/2003. | 0 | neutral |
As such, retail organic growth (though captured in separate account part of AUM disclosure for FII) should begin to show more competitive growth with peers in 2H06 and more notably 2007 as the product line-up becomes ingrained into the wholesalers arsenal/knowledge base. | 1 | positive |
Filmed Entertainment--2Q (A-GAAP) operating income of $253m, flat yoy but above our estimate of $237m. | 1 | positive |
For the first six months of the year, KMI generated about $288 million of free cash flow, a decrease of roughly $11 million from the prior year. | 2 | negative |
During fiscal 1998, Cavco purchased substantially all of the assets of AAA Homes, Inc., Arizona's largest retailer of manufactured homes, marking Cavco's entry into the retailing of manufactured homes. | 0 | neutral |
Year 2: benchmark prices of $24.75/bbl ($21.78/bbl realized) and $4.25/Mcf ($3.49/Mcf realized). | 0 | neutral |
Meanwhile, trials for the ABBI for excisional biopsy are expected to be completed within the next couple of months. | 0 | neutral |
We expect that the company will continue to generate steady earnings and dividend growth as has been the case in recent years. | 1 | positive |
With the Q1 earnings release, WEN announced the company formed a special committee to review all strategic options for Wendy's. | 0 | neutral |
As the saying goes, "If it isn't broke, don't fix it." In a way, this represents part of Nextel's thinking. | 0 | neutral |
Additionally, order activity across its Water/Wastewater portfolio remains strong with an active pipeline of additional opportunities moving into 2005. | 1 | positive |
n Mild weather relative to a year ago helped the combined ratio by 2.6 points ($0.14 per share). | 1 | positive |
In fact, HP itself noted that it expects revenue to be down 2% Q/Q in the April quarter due to weakness in consumer. | 2 | negative |
Currently, among companies with revenues between $50-$500 million, National City ranks in the top three in five of its six states, with 35%+ market share in three of those states. | 0 | neutral |
Risk Based Capital 12/31/2008 Targeted to meet "AA" standards * Possible contribution of financial assets. | 0 | neutral |
Together these items suggest profit per ton will be roughly the same as in the fourth quarter. | 0 | neutral |
BOL has achieved the leading share in the two-week segment of the market with this product and the company's growth continues to outpace that of the market (i.e., 25%). | 1 | positive |
This weekend's Barron's "Who Needs Connections?" article discussed Carlyle Group's positive outlook on selected telecom investments in telephone, cable TV, and broadband. | 1 | positive |
TWC purchased approximately $14.4 billion worth of assets in the transaction. | 0 | neutral |
A 10% move in the debt markets impacts revenues by 1%. | 0 | neutral |
At 16.6 times estimated calendar 2000 earnings, we still find NKE shares an attractive value and our rating remains Buy/Buy. | 1 | positive |
In recent weeks, the latter concern has dropped sharply as Republicans have come up with a private sector led approach to Medicare drug coverage. | 1 | positive |
Second-quarter sales declined 1.9% year-over-year to $1.2 billion, reflecting a tough industrial economy, weak seasonal product sales due to weather, and lackluster sales execution. | 2 | negative |
The fourth-quarter performance seems to be tracking better than many investors' initial expectations, and the stock looks inexpensive on a relative basis (2003E P/E of 10.2, compared to an average of 13.5 for the group) for patient investors. | 1 | positive |
Although UNP has clearly made significant improvements over the past several years, we get the sense that there is plenty of room for improvement, which should not only improve the service that is so important to shippers, but the margins and profitability that are so important to investors. | 1 | positive |
We continue to estimate that the company will earn $1.36 a share this year and $1.67 next year. | 0 | neutral |
Leading the decline in quarterly trading performance was Fourth quarter 2001 natural gas volumes at 8.7 billion cubic feet per day (bcf/d), down 20% from 10.9 bcf/d in the year ago quarter. | 2 | negative |
The market-based contracts typically pass the cost of fuel on to customers, minimizing Southern's exposure to commodity price changes. | 1 | positive |
On today's conference call Dow announced a new cost cutting goal of $300 million and additional headcount reduction of 3,000. | 1 | positive |
Our revised forecast is showing 25% license growth in the applications area, compared to a weak showing in 1998's May quarter, when application licenses declined by 1% over 1997. | 1 | positive |
Moreover, FPL's nonfuel operating and maintenance costs (O&M) fell by 31% to 1.26 cents per retail kWh in 2003 from 1.82 cents per retail kWh in 1990. | 1 | positive |
At year end 1997, HBO maintained a bad-debt allowance of 4% of accounts receivable. | 0 | neutral |
Sales grew 11% and EBIT grew 21% with only a modest boost from the acquisition of Caledonian last year. | 1 | positive |
These estimate changes reflect an assumption that Boeing earns higher returns on its average cash balance than we previously reflected. | 1 | positive |
The important structural change, however, is that compensation is more directly tied to performance than it ever has been. | 0 | neutral |
We note that announced contract activity was generally strong during 4Q (for both Motorola and the industry), with Motorola announcing four new contracts, including more than $500 million in awards from China. | 1 | positive |
Bottling Group, LLC is the principal operating subsidiary of PBG and holds substantially all of its operations and assets. | 0 | neutral |
Additionally, the buyer has been given the ability to raise its stake in the BA609 civil tiltrotor aircraft to a maximum of 40% (from 25% currently) by increasing its investments during the development phase. | 0 | neutral |
Although share prices have begun to show some life, we continue to believe Unocal represents a solid opportunity in the independent production company group. | 1 | positive |
With most of Newmont's large capital programs now completed, the company expects this will be a more-than-sufficient cushion. | 1 | positive |
As shown in Figure 1 below, EMC exited 2006 with a total headcount of 31,100 employees. | 0 | neutral |
The company is midstream with its integration of the mid-2004 merger between legacy JP Morgan and Bank One. | 0 | neutral |
Ingenix provides two market offerings: 1) Ingenix Health Intelligence. | 0 | neutral |
This cash flow model does not include the cash portion of the restructuring and merger charges. | 0 | neutral |
For the second quarter, we forecast earnings of $53 million. | 0 | neutral |
While this data is primarily relapse rates it will also include MS Functional Composite and MRI assessments. | 0 | neutral |
The iMac has swept the ratings as the most popular personal computer since its August introduction, not only bringing Mac users back into the fold but also capturing a significant portion of the first-time buyers' market and -- wonders to behold -- even some Windows users. | 1 | positive |
This included about $5.0MM in one-time site rental revenue related to the extension of 5,000 leases with a major carrier for ten years. | 0 | neutral |
Our survey highlights EDS' stronger competitive stance, improved opportunities to sign new business, and a potentially higher renewal rate on existing contracts. | 1 | positive |
17 October 2008 Americas/United States Equity Research Beer & Alcoholic Beverages. | 0 | neutral |
The company has also been able to leverage it relationships with customers in the hotel, restaurant, and other commercial industries to grow the business organically. | 1 | positive |
consumer goods companies such as Masco Corp., Black & Decker and Armstrong WorId. | 0 | neutral |
We also expect it to file for the psoriasis indication in the first quarter of 2007 in both the U.S. and Europe--and other indications such as juvenile rheumatoid arthritis, ulcerative colitis and asthma in the future. | 0 | neutral |
In a deal valuing CNG equity at $6.7 billion, Columbia offered $70 per share for CNG stock $45.50 in cash and $24.50 in CG stock (the actual number of shares will be based on CG's stock price at the closing, subject to a two-way collar). | 0 | neutral |
Mgmt also issued 2008 guidance with a revenue range of $8.0-$8.2B and adjusted EPS of $0.79$0.80. | 0 | neutral |
We use a weighted average cost of capital of 9.5% for H&R Block, driven by a market risk premium of 5.0% and a beta of 1.1. | 0 | neutral |
A 200MMbbl field can easily justify a $2.5B capital outlay associated with a standalone facility and 10-12 drill wells. | 0 | neutral |
This implies operating profit of ~$300-400m vs. our previous estimate of $411m. | 0 | neutral |
CC opened two new stores (in Houston, TX and Richmond, VA) and relocated nine to end the quarter with 604 superstores and five mall-based stores in 158 markets compared with 612 superstores and 13 express stores last year. | 0 | neutral |
G&A/revenues were 50 basis points higher than expected. | 1 | positive |
We reiterate our strong buy and recommend aggressive purchase.. | 1 | positive |
During the third quarter Allstate initiated new reinsurance programs in New Jersey and Southeast.. | 0 | neutral |
However, Asia is bouncing back, and Japan and "virtually all" Southeast Asian markets performed well. | 1 | positive |
Solectron continued its share buyback program reducing the diluted share count by about 1.7% sequentially.. | 0 | neutral |
3. Various emerging markets, especially in Asia, remain strong. | 1 | positive |
Our 2004 year-end price target of $60 was derived from applying a 10x P/E multiple, or roughly the high end of the historical trading range of 7x-10x for the domestic automotive OEMs, to our normalized earnings figure. | 0 | neutral |
Lower prices in this segment were offset by increased volume in roll label products.. | 1 | positive |
A/R was flat and stood at 70 days of sales outstanding. | 0 | neutral |
The elements of '05 guidance, along with our forecasts, are shown in Figure 1 below: Figure 1: WYE's P&L Guidance In 2005 & How Our Estimates Compare. | 0 | neutral |
Higher energy, chemical, fiber and transportation costs will likely persist into 4Q05. | 2 | negative |
We believe concerns around execution and pension overhang dragged NCR's multiple. | 2 | negative |
With lean inventory levels, we estimate bit shipments will match bit production over the next few quarters. | 0 | neutral |
Moreover, we believe Richfood's retail holdings are a nice complement to SuperValu's retail portfolio. | 1 | positive |
With strong results from the communications equipment sector we are forecasting acceleration of growth to 15% q/q in the March Q.. | 1 | positive |
By lowering unit cost of low-end products, PLD vendors are trying to push out the break-even unit volume at which customers migrate from PLD to ASIC, and perhaps even allow customers to use PLD throughout a product lifecycle. | 1 | positive |
Management's fourth-quarter guidance was basically in line with our expectations, although there will be some on the Street who will come away somewhat disappointed with the company's Q4 views - particularly after such a strong showing in the January quarter. | 2 | negative |
Ethylene operating rates will remain low in 2003 following a sluggish 2002 and will not peak for at least 18 months. | 2 | negative |
The carrier mid its pilots have requested a proffer of arbitration from the National Mediation Board and are still awaiting its decision. | 0 | neutral |
Freddie Mac reported 4Q operating EPS of $1.14, or $1.35 excluding a philanthropic donation.. | 0 | neutral |
The Class S was floating rate, and the current rate was below the 7.75% Series U (and therefore mildly dilutive); however, since it was scheduled to step up to 9% soon, and was originally issued to redeem the Class P 9.0% preferred, the transaction will be accretive in the long term. | 0 | neutral |
Dell's new laser products offer aggressive price points in the SMB space on both the hardware and supplies side. | 0 | neutral |
Advertisers new to MarketWatch that previously advertised on the online WSJ include Oracle, Sun Microsystems and UTC. | 0 | neutral |
In the old world, management quality related to operating prowess. | 0 | neutral |
Comcast now expects to add about 4.2 million revenue-generating units (RGUs) versus the prior expectation of 3.7 million RGU additions. | 0 | neutral |
We expect Jabil to finance the purchase by access existing untapped lines of credit which we expect to be expanded from $0.8B to $1.0B, leaving an estimated $600M of availability and raising the net debt to capital ratio to about 20% from a net cash position of 8% of capital.. | 0 | neutral |
While this is below the $73.5 million in 2004, that year appears to have been unusually large, and the ongoing rate is relatively in line with levels seen in years prior to 2004. | 0 | neutral |
Operating margins improved 50 basis points to 28.3% because of significant improvements in gross margin. | 1 | positive |
We believe these products can contribute $50 million-$60 million in annualized revenues by the end of 2003. | 1 | positive |
Beef loss not surprising on high cattle cost, over capacity. | 2 | negative |
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.