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Day 2 of McDonald's analyst meeting at the company' headquarters in Oakbrook, Illinois focused on US, Latin America, and APMEA operations. | 0 | neutral |
Not only could it divert traffic but also cause a domino effect of price cuts across brands, in our view (see our CE Channel report from March 19). | 2 | negative |
We estimate that the deterioration in NFB's performance will lower the EPS contribution by $0.25 in 2007 and $0.27 in 2008. | 2 | negative |
(Reported Q2:02 Avonex sales of $176 million included an approximate $15 million reduction in wholesaler inventory). | 0 | neutral |
We believe the recent decline in rates has provided the bank with an opportunity be even more proactive by selling positions and reinvesting the proceeds in shorter duration assets. | 1 | positive |
FiOS to drive consumer revenue growth and margin expansion We expect wireline division revenue to turn positive in 2009 Ahead on 3G, Verizon Wireless becomes new mobile data leader. | 1 | positive |
The re-audit, which initially concentrated on the accounting treatment of the sale of optical capacity, the resale of telecommunications equipment and the change in the production schedules and lives of certain of the QwestDex directories, was subsequently expanded to cover internal controls and overall accounting prac... | 0 | neutral |
� � � � � � � � Market Maker: JPMSI makes a market in the stock of Oracle Corp.. | 0 | neutral |
However, in other indications, EPO is injected, sometimes daily, often by the patient himself, which reduces compliance. | 0 | neutral |
QLogic will pay $109 million in cash and assume the acquired company's unvested stock options. | 0 | neutral |
The products that we think have the best chance to drive near-term growth for the company include: Bluetooth, WLAN, and GigE, which should have continued momentum into 2005. | 1 | positive |
In our view, the downside risk that investors face is that the commercial lines underwriting cycle may be approaching its peak, and history has shown us that the stocks of the pure-play property-casualty underwriters do not outperform during their industry's down cycle. | 2 | negative |
Who's in charge? Bruce Hammonds, MBNA's CEO, will become president of Bank of America Card Services and will join Bank of America's risk & capital committee. | 0 | neutral |
Additionally, the company produces disposable suction canisters and liners, suction tubing ventilator circuits, and stainless steel instruments and related products. | 0 | neutral |
(The company hired roughly 600 people toward the end of the December quarter and is constructing two new buildings on its San Diego campus.) QUALCOMM's and its peers' recent revisions to handset market forecasts emphasize the dynamic environment. | 0 | neutral |
In 4Q02, non-air revenue increased 51% year over year. | 1 | positive |
Consequently, our 12-month price target is $100, based on applying a 43.5x multiple to our 2000 EPS estimate of $2.30, representing potential price appreciation of roughly 24%. | 0 | neutral |
However, the company still has significant exposure to the third generation semi-submersible or mid-water depth floater market. | 0 | neutral |
The Spread of The Interest Rate Paid to Subordinated Bond Holders Over Treasuries Has Increased Dramatically in Late 1998. | 0 | neutral |
We expect Estee Lauder to deliver topline growth of +2-3% (including Stila in the year-ago numbers), with every division posting positive growth. | 1 | positive |
Net Income (4.1%) 5.3% 5.2% Source: Company Reports and Fulcrum Global Partners LLC Estimates. | 0 | neutral |
Services results included $26 million in costs related to headcount reductions, without which operating margins would have been 8%. | 2 | negative |
Management anticipates closing on the DQE 2,600 MW asset purchase in 1Q2000. | 0 | neutral |
We believe this will aid in driving incremental profitability and efficiencies into the network. | 1 | positive |
Worldwide external fixation sales decreased 5% to around $11.8 million (down 5% constant currency), which was $0.6 million higher than our estimate of $11.2 million. | 2 | negative |
Also, there will be continuing equity losses in Infoseek; the magnitude of these is still unclear although they will apparently not be as high as the $84 million in 1Q, since the latter included a one-time write-off on certain research and development expenditures.. | 2 | negative |
On March 5th, BBBY announced the acquisition of Harmon Stores, a private health & beauty aid retailer operating 27 stores in New Jersey (twenty-one), New York (five, zero in NYC) and Connecticut (one). | 0 | neutral |
A potential takeout target? As we explain in further detail later in this report, CSC has been potential acquisition target twice in the last five months. | 0 | neutral |
Total managed care capitated Fee-f-Service PPA Access. | 0 | neutral |
Now with this period behind us, we expect SYK to post renewed sales growth in orthopedic implants, MedSurg equipment, and physical therapy services. | 1 | positive |
The approved stent sizes, diameters and shelf life were also as expected. | 0 | neutral |
Also benefiting Tenet's top-line was a 0.10 day increase in average length of stay, moving to 5.4 days from 5.3 days in the prior year period. | 1 | positive |
Most of the improvement is based on competitive pricing practices that are less aggressive that they were three to four years ago; some of its is also due to improved product utility and clinical outcomes stemming from better technology. | 1 | positive |
We derived this price target by placing a 45 multiple on our 2003E EPS of $0.53.. | 0 | neutral |
Indeed, a strike a GM would hurt Delphi immediately. | 2 | negative |
Importantly, sales of consumables drove traffic---comps in this category were up an estimated 5.9%, while traffic grew 2.7%. | 1 | positive |
This should help mitigate the impact of other weaker test end markets. | 0 | neutral |
The company has made three recent acquisitions to drive growth, most notably Arbortext, but including Polyplan, which augments its current offering and Aptavis, which enhanced its exposure to the footwear and apparel vertical. | 1 | positive |
Western Wireless is a prime example of a rural player that has been forced to offer more regional and national wireless plans to compete with other providers. | 0 | neutral |
For the third quarter CVS stated in its 10Q filing that the impact of the store closings lowered sales by approximately $72 million. | 2 | negative |
SG&A expenses increased by 120 basis points as a percentage of sales due to lack of sales leverage. | 2 | negative |
We are forecasting a 12% increase in consolidated revenue to $7.7 billion, and a 14% increase in total EBITDA to $2.98 billion, consistent with Comcast's performance in recent quarters. | 1 | positive |
Comverse is sensitive to the fact that its customers have essentially a single desire: to increase network utilization. | 0 | neutral |
As such we would expect the gap between the two companies' market shares to continue to widen. | 0 | neutral |
Although this is a small change, we expect the market to react negatively, as the market is expecting results at least at the high end of guidance. | 2 | negative |
But, by end 2006, we estimate that OXY will accumulate cash at a rate of over $1.5bn per year. | 0 | neutral |
The company plans to file for applications with the FCC for these five states in 2H02 and expects to receive approval of the applications within 90 days of each filing. | 1 | positive |
Combined with steady growth of laptop PCs and solid LCD monitor growth, we estimate ~40% unit growth for the overall LCD market in 2004, with projections for still strong 30%+ growth for 2005.. | 1 | positive |
Due to the seasonality of the business in the fourth quarter, the deal is expected to be dilutive by $0.04-$0.05 per share in 4Q04. | 0 | neutral |
The investment for this initiative is expected to be $2.5 billion in capital expenditures over the next decade to potentially generate $2 billion in incremental revenue by 2003 and $7 billion by 2008, adding to EPS by 2003. | 1 | positive |
This has also been an tactic used by sellers to get around eBay fees (i.e. listing at lower prices).. | 0 | neutral |
The agreements listed in the complaint: Motorola claims Zafirovski executed a Restricted Stock Agreement and Stock Option Agreement dated May 10, 2000 pursuant to which "Zafirovski agreed for a period of two years following his termination of employment from Motorola not to engage in any activity... | 0 | neutral |
We do not see any additional near-term fundamental catalysts that lead us to believe that there is dramatic upside from current prices. | 2 | negative |
This is discussed in greater detail later in the report.. | 0 | neutral |
Although craft beers have followed their own cycle, we view faster growth in imports as a more secular trend and consistent with forces driving faster growth in wine and spirits. | 1 | positive |
In January 1998, MCI WorldCom, in a shrewd two part transaction, acquired the network assets of CompuServ and America Online. | 1 | positive |
Williams: Highlights from New York Meeting; Edging Up '02. | 0 | neutral |
Typically, safety features (which include self-sheathing needles, retractable designs, blunting devices, and needle-less connectors for intravenous lines) cost 2-3 times that of non-safety devices, with similar gross margins. | 0 | neutral |
Passive components, which do not require electrical input, route and guide light signals. | 0 | neutral |
The company is conservatively accounting for the working capital loans by expensing the loans in the quarter. | 0 | neutral |
The admin expense ratio for the quarter was 13.38%, 20 bps higher than 2Q07 and 20 bps higher than 3Q06.. | 2 | negative |
We are upgrading Schlumberger to outperform, with a target price of $75. | 1 | positive |
Management provided initial 2004 EPS guidance of $5.65-$5.95 versus our prior estimate of $5.60. | 0 | neutral |
The strength of the company's balance sheet can support increasing shareholder value, whether through internal brand development, additional acquisitions, or share repurchase. | 1 | positive |
Mirant is currently rated a BBB- by Standard & Poor's and is rated a BAA2 by Moody's. | 0 | neutral |
Consistent with an industry-wide trend of lower reduced revenue, EPS and capex, Verizon reduced its 2002 guidance with 1Q results. | 2 | negative |
The stock's total return is expected to be in line with the average total return of the analyst's industry (or industry team's) coverage universe, on a risk-adjusted basis, over the next 1218 months. | 0 | neutral |
For the second straight quarter, consolidated net sales were basically flat yr/yr at $844.9M. | 0 | neutral |
HOT beat the Street by a dime, reporting EPS of $0.42. | 1 | positive |
Each division of oilfield services earned its cost of capital in 2Q03. | 0 | neutral |
We expect BAM to have almost 2.3 million digital subscribers by the end of 1999, or more than one-third of total subscribers. | 0 | neutral |
PMTC's P/CF of 7.51 does not meet the bottom 20% criterion (below 2.40), and therefore fails this test.. | 2 | negative |
With an average machine life of five to seven years, Caterpillar's global stock of equipment should continue to support healthy parts and service sales for several years. | 1 | positive |
SBL is a leader in mobile computing with its #1 position in the retail supply chain. | 1 | positive |
Creating New Brands and Entering New Markets Colorific is a new brand created by Sanford to address the juvenile writing instrument market, which is about an $800 million market at retail in the U.S. The category is dominated by the Crayola brand of Binney & Smith, which is a subsidiary of Hallmark. | 0 | neutral |
These middle three layers act as scaffolding, providing structural support to the cornea as it arches over the front of the eye. | 0 | neutral |
Overall Drug Distribution revenues of $16.1 billion in the quarter were up 4.2% y/y, driven in part by the Bellco Health acquisition at the beginning of the quarter. | 1 | positive |
Transportation Systems (~2% of Sales; ~1% of Profits) Transportation posted a 30% increase in operating profit on a 8% increase in revenue. | 1 | positive |
The First Call consensus called for revenue of $734.3 million (+8.4%). | 0 | neutral |
Also, only around 12% of Raytheon's aircraft sales are in Asia, and the two biggest countries there are Japan and Australia, which account for over half. | 0 | neutral |
ILFC this year (through nine months) accounts for 4% of total revenues and 6% of pretax operating income. | 0 | neutral |
(Coke's and Pepsi's shares in the drug channel are 44.4% and 33.3%, respectively.) In the larger food store channel, Coke's share fell by 100 basis points to 35.2%. | 2 | negative |
The key driver of the company's strong revenue growth in 1Q:01 (up 17%) was an increase in Medicare revenue to 27% of total nursing-home revenue. | 1 | positive |
Our free cash flow estimate for 2004 is now $292 million, down from $383 million. | 2 | negative |
However, Cisco estimates the market is likely to grow to the $2 billion range by 2001 from roughly $250 million in 1999. | 1 | positive |
Similarly, a Pathways Homecare customer generated an incremental $2-3 million in annual revenue by increasing the average number of daily home visits per nurse by 1.5 per day through increased productivity. | 1 | positive |
FON Exhibit 1: Sprint Sum-of-The Parts Value Based on '03 Estimates. | 0 | neutral |
Going forward, GPS management plans inventory per square foot to end Q2:03 up mid-teens vs. last year and to end Q3:03 up mid-single digits vs. last year, as the business begins to anniversary last year's more normalized inventory levels. | 0 | neutral |
We have factored this into moderate reductions in our gain-on-sale assumptions and EPS estimates. | 2 | negative |
The increases largely reflect the effect of distribution acquisitions completed in the second half of last year. | 0 | neutral |
Our view contemplates volume growth at mail order of 8% as this channel continues to gain dominance during 2006. | 1 | positive |
We estimate that the home mortgage and home equity business accounted for roughly 20% of total revenues in 2001. | 0 | neutral |
The division is intently focused on improving the quality of its merchandise (with an expected new merchandise rollout this fall), reducing worldwide licensees (with an ultimate goal of 1,500 licensees, down from the current 2,400), and reinvigorating its stores (with two test stores currently showing positive results)... | 1 | positive |
The combination of rising feed costs and decelerating growth heading into a difficult comp environment may be setting the table for rising chicken prices, in our view. | 2 | negative |
Also, this alliance could temper Schwab's rising acquisition costs. | 1 | positive |
Capital expenditures in 3Q were $219 million, bringing the 9M01 total to $766 million. | 0 | neutral |
� We reiterate our Buy (2) rating on the shares, as they trade at a 6.1x enterprise value-toestimated 2002 EBITDAP multiple, a discount to our group average of 7.0x for smaller and midcap aerospace and defense companies. | 1 | positive |
On a sequential basis, which is the way economists look at the figure, existing home sales were up 5%. | 1 | positive |
Additionally, the company saw product strength in the V1280 and at the high-end in the Sun Fire 15K, with y/y revenue and unit growth in both. | 1 | positive |
During 3Q02, the SG&A ratio increased 270 bps to 40.1% of sales vs. 37.4% a year ago and our projection of a 130bp increase to 38.7%. | 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.