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For GE, size is a foundation for growth not an impediment given GE's global breadth, management depth, technological innovation and domain knowledge. | 0 | neutral |
If current credit quality trends continue to improve and indeed there are no large-corporate credit issues for the industry for the remainder of the year, we would expect BAC's credit costs to come in below its targeted range. | 1 | positive |
As a result, EOG has managed to reduce drilling time from 30 to 10 days and cut costs by over 50%, achieving a total cost per well of $1.4 million. | 1 | positive |
We think MDP will trade toward the low end of the range going into a recessionary environment, which is how we determine our price target. | 2 | negative |
With essentially a monopoly position, growth of roughly 20%, margins of roughly 30%, and excellent return on invested capital, Payment Instruments/Western Union is a remarkable business that deserves a remarkable valuation. | 1 | positive |
�= Book to bill was 1:1 as backlog remained steady at about 4 weeks. | 0 | neutral |
Furthermore, the 2007 success of A-B's most relevant peers is likely not a onetime event. | 1 | positive |
We backed into revenue from Web units by using the units paid for times an average price. | 0 | neutral |
*** Abbott now becomes the #3 player in the BGM market. | 0 | neutral |
AmSouth's business segments include consumer and commercial banking, small business banking, mortgage lending, equipment leasing, annuity and mutual fund sales, as well as trust and investment management services. | 0 | neutral |
We continue to be increasingly impressed by the operating performance of BNI and find both BNI's solid third quarter results (revenues up 16.7% to $2,793 million and net income up 42.9% to $290 million, sans a one time noncash charge) and a fourth quarter to date increase in volume of 10.6% as further evidence of this ... | 1 | positive |
We maintain our Underperform rating on ChevronTexaco. We believe the stock is fully valued. | 2 | negative |
Our key valuation metric (EV/FCF) shows Burlington trading at a discount to peers on 2005 estimates (8.4x versus 8.8x for peers), a function of its relatively shallow intrinsic decline rate and consistently-low finding and development costs. | 0 | neutral |
Excluding the charge, margins at INTEQ would have reached double digit. | 1 | positive |
Broadcom announced a 65nm EDGE transceiver that integrates the transceiver and analog baseband functionality, driving lower power, lower cost, high integration, and a small footprint. Management claims this is the smallest EDGE transceiver solution in the world and the only one currently available for samples on 65nm. | 0 | neutral |
As a result, RML does not expect as much direct competition. | 1 | positive |
Vendors such as Pi aim to provide solutions for managing and protecting personal data and we believe this expands the market opportunity for EMC. | 1 | positive |
Studies have also shown that vitamin D might have a direct impact on calcium balance and regulation of smooth muscle cells of vascular walls. | 0 | neutral |
Tyco operates under a number of brands, including DSC, Bentel, CEM Systems and American Dynamics. | 0 | neutral |
We believe that the new file browser features as well as the "healing brush" feature provide compelling reasons to upgrade. | 1 | positive |
Key to these market share gains has been the promise of higher Interchange (and generous upfront payments) for banks. | 1 | positive |
Following up on our note from this morning, we believe the key highlights from BBY's 2Q03 conference call include the company's very upbeat tone heading into the holiday season. | 1 | positive |
The better-than-expected earnings were not due to strong top-line results. | 1 | positive |
Summary: We believe that the planned July 7 spin-off of Equifax's payment services business (Certegy, Inc. CEY) will serve as a catalyst to improve investor perceptions and enhance operations for the new, stand-alone information services business. | 1 | positive |
Over the past 12 months, 27 titles sold over 1 million units (nine sold over 2 million). | 0 | neutral |
For the quarter, AWE added 446K internally generated net subscribers versus our 365K estimate for an ending subscriber base of 21.493 million (up 7.7% year-over-year). | 1 | positive |
Earnings improved 43% yr/yr to $67M, due to strong ice-control demand, higher volume in the consumer and industrial markets, favorable forex, and higher selling prices. | 1 | positive |
We expect similar issues might be raised with regard to CERA.. | 2 | negative |
Sunsetting iDEN network could result in nearly $4 billion in annual savings, not to mention what Sprint could gain from a sale of its iDEN spectrum and assets. | 1 | positive |
We believe the segment, while expecting moderating growth, from a high level, remains healthy. | 1 | positive |
Gross profit margin is expected to be 14.1% with a 70bp decrease from both last year and last quarter. | 2 | negative |
Our EPS estimates translate into ROEs of 13% in 2007 and 2008. | 0 | neutral |
For the third quarter in a row ACS demonstrated solid conversion on top-line growth posting op profit of $322mm ($17mm above our forecast). | 1 | positive |
This 15x multiple is slightly higher than the five year historical average forward P/E of Lubrizol (13.7x). | 1 | positive |
While there are certainly some new facets to this approach, many of the tactics have been widely used historically by DuPont and its competitors. | 0 | neutral |
In addition, the consensus expectation of $1.30 for '06 PF EPS vs. our $1.20 estimate appears to be too optimistic. | 1 | positive |
Income Statement: The decrease in the company's margins combined with a moderate change in assets resulted in net interest income declining by 0.1% in the quarter on a sequential basis. | 2 | negative |
These "vanishing premium" lawsuits have plagued numerous companies in the industry over the past several years and are not unique to AGC. | 2 | negative |
As we pointed out, fiscal 2004 includes an extra selling week, which will lead to an increase in its growth rate by about two percentage points. | 1 | positive |
We believe that the uncertainty in the real estate market has been "overpriced" into EOP's stock without regard to its superb management team and high quality portfolio. | 1 | positive |
Management is hopeful that a second intravascular study (which should complete in 4Q:02) will provide more definitive results. | 0 | neutral |
The same cannot be expected to be achieved over a six month period.. | 0 | neutral |
We have also learned that the Natural Knee version of the women's knee is on track for approval later this year, potentially in time for a 4Q launch. | 1 | positive |
Pro-forma EPS would be in $0.11 to $0.13 (versus our previous estimate of $0.14) or GAAP EPS of $0.09 to $0.11, with the difference comprised of amortization of intangibles and restructuring costs. | 0 | neutral |
Note that this is a different situation than during the past 5 years in which a focus on Aeronautics was much more justified. | 0 | neutral |
The expense rate on the selling floor (payroll) inched up, which we believe is a result of wage rate pressures and more payroll hours to improve service. | 2 | negative |
This morning, along with its 2004 guidance, the company also reported its results for the fourth quarter of 2003. | 0 | neutral |
$81 per share sum-of-the parts valuation $1-2 $80 total valuation. | 0 | neutral |
Our analysis is principally based on four factors:. | 0 | neutral |
The initial analyzer is expected to retail for around $23,000 with the reagent kits selling for around $40 each. | 0 | neutral |
Lucent guided fiscal 2005 gross margins to be in the low 40s range. | 0 | neutral |
The upcoming year should see a continuation of store expansion both domestically (95 stores) and internationally (35 stores), suggestive of 7% square footage growth. | 0 | neutral |
Notebook chipsets typically carry a pricing structure that is similar to that of desktops but contain a mobility premium of roughly $5 or so.. | 0 | neutral |
Our DCF based target price remains $66 per share.. | 0 | neutral |
Of the top five drugs, only Sporanox (itraconazole) will be coming off-patent by 2000. | 0 | neutral |
sales and risks associated with being a pharmaceutical manufacturer such as potential product liability and exposure to third party decision makers--such as the Food and Drug Administration (FDA).. | 2 | negative |
In particular, RSH appears to be focusing on stabilizing product margins, rationalizing its cost structure, and improving working capital management. | 1 | positive |
4Q (Feb 05) 4Q (Feb 04) $1.42 Comments Est excludes accounting changes and one-time tax gain and compares to guidance of $1.56 or slightly below. | 0 | neutral |
Olympus also will purchase Kodak CCD's and is working with Big Yellow for on-line services, including Print@Kodak and Photonet. | 0 | neutral |
The recent approval of two new classes of drugs, CCR5 antagonists and the integrase inhibitors, has not led to a shift away from the traditional established classes of drugs, NRTIs, NNRTIs, and PI. | 0 | neutral |
Manor Care paid down $41 million in 2Q01 and $88 million in 1H01. | 0 | neutral |
Edwards' estimates Valuation: Recently ETN traded at 11.2X our FY07 EPS estimate of $5.80, at the low end of its 11.2X-16.4X range since 1986. | 0 | neutral |
With flat to down revenue guidance coupled with a flat ASP expectation for3Q, unit shipments should be flattish, which is inline with our expectation. | 0 | neutral |
Current fashion trends are currently moving toward the `80s look and less preppy, potentially placing additional pressure on sales. | 2 | negative |
Armstrong's ceilings business should continue to grow at a mid-single-digit pace for the next several years, above the company's overall top-line rate. | 1 | positive |
We believe that CMCSK is well positioned to continue to grow its core subscriber base, while continuing to rapidly grow its digital and data subscriber customers. | 1 | positive |
Japan orders were down, at 5% of total orders, with orders declining mid-single digits sequentially and also declining low-double digits year-over-year. | 2 | negative |
Newsday `restatement driven' circ revenue declines cycle in September. | 2 | negative |
Atripla 2Q sales were $355 million (U.S. sales $312 million, ex-U.S. sales $43 million) versus our estimate of $356 million (U.S. sales $320 million, ex-U.S. sales $36 million) and consensus of $362 million. | 0 | neutral |
Broadcast costs will benefit from a 2% reduction in FTEs in the TV division. | 1 | positive |
R&M Favorites: SUN, TSO and VLO Sunoco (SUN, $45, Overweight, PT $63) Sunoco is one of the largest refiners in the US. | 0 | neutral |
New CEO Vows to Unlock Grocer' Potential s. Analyst Opinion: BUY. | 1 | positive |
As we mentioned in our note dated September 5, 2002 and in previous notes, TE has the largest expansion of non-regulated capacity (relative to its own regulated capacity) in the industry. | 1 | positive |
We believe this is important as many investors assume APA is dependent on acquisitions to feed its inventory, and have become increasingly concerned about the company's growth outlook since it has not made a significant acquisition since March 2001. | 2 | negative |
We continue to be impressed with Dayton Hudson's and Target's progress. | 1 | positive |
While the larger HD TVs were placed higher above, the smaller LCD TVs were placed at eye level for customers to examine. | 0 | neutral |
Furthermore, the NOR flash market Full Fiscal Year Sep-05 has modestly firmed, in our view, potentially helping the 3Q:05E 2005E 2006E memory IPO/sale and the third-quarter reported results. | 1 | positive |
Our valuation range of $67-69 per share is based on a 1.4x multiple of our 2005 projected book value. | 0 | neutral |
The firm expects to sell 5-6 million acres of this "fresh" seed primarily in the North in addition to the 1014 million acres of "saved" seed that is already being planted in the Southern region of the country, mainly in the state of Rio Grande de Sul. | 0 | neutral |
IBM already promotes Rational Clearcase as the preferred solution for software configuration management in their customer base, and they OEM a version of Clearcase. | 0 | neutral |
agreement as early as Wed in which Dell would resell EMC's CLARiiON low/mid range storage subsystem. | 0 | neutral |
Sprint PCS reported better-than-expected earnings of $(1.25) per share versus our estimate of $(1.37) and consensus of $(1.28). | 1 | positive |
Lipitor is already the most prescribed cholesterol-reducer in the U.S. (with December's number of new prescriptions written [NRX] market share of 37.5%). | 0 | neutral |
Our staffing firm online counts showed y/y posting growth slowing as well, from the high teens in early 3Q to the mid to high single digits in Sept. | 2 | negative |
Since the increase in Ford's guidance came from the credit operations and since we believe that higher interest rates will have a negative impact on that business, we view the revised level of credit profitability as unsustainable.. | 2 | negative |
ADP also continues to automate the business processes for its clients through such value-added products as electronic parts catalogues, repair shop pricing and scheduling, laser printing, data archiving and document storage, and lease fleet management. | 0 | neutral |
Guidant announced revenues of $560.9 million, shy of our aggressive estimate of $578 million. | 2 | negative |
Included in the quarter was a $27 million charge related to employee termination costs, or $0.02 per share. | 0 | neutral |
PBG reaffirmed its prior guidance, expecting top-line growth of 67%, operating profit growth of 4-6% and EPS of $2.30-2.38. | 0 | neutral |
Also, the company will be expanding production with six new lines in production facilities. | 0 | neutral |
CFO Steve Hodge is due to retire in April 2001, although we expect that Steve will stay on until a replacement has been found. | 0 | neutral |
SOV continues to benefit from deeper penetration in New England, and its micro-market strategy appears to be paying off in the form of strong new customer account growth. | 1 | positive |
These are: The company recruited about 80 experienced, competitive reps, which raised its CRM salesforce to 480 from 400, an increase of 20%. | 1 | positive |
Divestiture of MAP Ashland announced on December 20, 2004, that the IRS indicated that it does not intend to provide the rulings requested by Ashland Inc. and Marathon Oil Corporation in the proposed transaction to transfer Ashland's 38-percent interest in Marathon Ashland Petroleum LLC (MAP) to Marathon. | 0 | neutral |
As of Q404, Zimmer's product cycle appears to still be going strong. | 1 | positive |
The company trains its staff under the auspices of its New Associate Training Cycle, which combines classroom instruction and online learning through Aflac University as well as field training. | 0 | neutral |
A successful launch of Islands of Adventure should flow through in fiscal year 2000. | 1 | positive |
Juniper won't be immune from the challenges facing all firms in the sector, � Consensus estimates likely come down from Q4:08 sales of $967 mm and 2009 at $4,167 mm, and � Relative valuation with CY09 PE at 13x, EV/S at 1.9x, EV/EBITDA at 7x.. | 2 | negative |
LEH is currently trading at 13.8 times our 2003 EPS estimate and 1.6 times tangible book value. | 0 | neutral |
International production is forecast to increase by 3.1% to 1,685mboed driven by higher international gas production (+8% yoy) including volumes from the Malampaya field in the Philippines and higher production in Thailand. | 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.