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The consolidated s 26.7% businesses should increase modestly over our forecast 30.2% horizon, but the equity interests are doing even better. | 1 | positive |
DEFS is the largest midstream company in North America with 59,000 miles of pipeline, 66 Natural Gas Liquids (NGL) extraction plants and natural gas throughput capacity of 6.4 Bcfd and over 360 MBPD of natural gas liquid (NGL) production. | 0 | neutral |
� For reference, in September, the MSCI-EAFE index was up 2.5%, the S&P 500 was up 0.9%, and Lehman Aggregate Bond iShares index was up 0.2%. | 0 | neutral |
With the launch of 12i in late January, the applications business is the most likely source of upside in license, in our view. | 1 | positive |
One criticism we hear about Fifth Third is that they are perceived to not be investing in technology. | 2 | negative |
Wireless operators require significant capital outlays to build their networks in order to provide successful service offerings. | 0 | neutral |
However, based on crude measures, we saw no deterioration in Ambac's book. | 1 | positive |
More importantly, management maintained guidance of mid-to-high single-digit billing growth for FY:06, and increased guidance for cash flow from operations from 10% growth to 12-15% growth. | 1 | positive |
Fourth quarter revenues of $447.2mm were up 18.6% YOY and over $10mm above the high end of management guidance. | 1 | positive |
2Q98 Details The 9% sales rise included increases of seven percentage points in volume and four points in price, and a decline of two points from currency factors. | 1 | positive |
HIGHLIGHTS OF ANALYST MEETING In an analyst meeting following the earnings release, Chairman Gerald Levin reaffirmed the company's targeted mid-teens EBITA growth rate and outlined Time Warner's strategy to leverage digital technology across each of the. | 0 | neutral |
Any other way for Fox to transfer cash to NWS (redemption of intra-company debt, one-time dividend or acquisition of new assets) will be associated with leakage of value to Fox minority shareholders.. | 2 | negative |
We believe that the stock likely is range bound until CAT proves it can translate higher revenue into significantly higher earnings, and we are maintaining our Neutral Weight rating. | 0 | neutral |
That said, the company credited its metal-onmetal hip and porous stem products for leading growth in the quarter. | 1 | positive |
Since 1996, KMIGT has demonstrated over 3% delivery growth on its pipeline system according to FERC Form 2 documents. | 1 | positive |
Valuation Range: $80 to $85 Our $80-85 range reflects a 1.7x Aug-09 P/Fee ratio, or 24x P/E on FY09E EPS, multiples above historical averages but consistent with current valuation profile given the potential upside to margins over the next few years. | 1 | positive |
While part of the stellar performance can be attributed to PH's unique mix of distributor business which allows them to quickly pass through price increases, the Win Strategy also gets the credit. | 1 | positive |
Growth businesses, such as EPI and electronics, helped fuel volume growth of 9%. | 1 | positive |
This transaction-based sale (similar to the controversial sale of RX's IDRAC unit in 1Q01) was part of the company's 2001 operating plan, and was presumably intended to allow RX to beat the upper end of guidance in the $0.99 to $1.03 range. | 1 | positive |
Despite this trend, the 2Q report reinforces our view that Spectra will exceed earnings expectations this year and that midstream cash flow is adding material long-term value, whether oil prices remain above $100/bbl or not.. | 1 | positive |
The current mania to become economic superpowers has resulted in the deployment of rapidly growing foreign exchange reserves towards the build-out of power grids from Beijing to Bangalore. | 1 | positive |
The potential departure of both top executives is even more surprising given the recent turnover among senior management at Sprint. Sprint hired a new CFO Bob Dellinger from GE last year replacing Art Krause who retired. | 0 | neutral |
In terms of license and maintenance revenues by geography, North American revenues jumped 48.2% year-over-year to $221.1 million, and international revenues rose 19.7% year-over-year to $103.5 million. | 1 | positive |
Although trailing operating cash flow declined $107 million, trailing two-quarter earnings declined by a lesser $37 million. | 2 | negative |
Although HCR remains "cheap" by historical standards, we choose to err on the side of conservatism as we await further proof of positive earnings trends. | 2 | negative |
CSFB Investment Policy Committee Removes IPG from the Focus List. | 0 | neutral |
These earnings represented about 29% of the company's earnings as a result of the weakness in the underwriting operations.. | 2 | negative |
An examination of Qualcomm's segment performance follows.. | 0 | neutral |
Sales of the segments were as follows: Information Processing: $98.9 million (down 17%), Profession and Consulting: $28.7 million, License: $17.6 million, and International $37.8 million. | 0 | neutral |
Management realizes this and is actively searching for a partner to share this investment. | 0 | neutral |
Even without these new technologies the business has demonstrated strong momentum over the past 18 months (design wins � defined as projects where first volumes have already been ordered � grew 50% in 2001 and are projected to grow circa 85% in 2002). | 1 | positive |
Excluding unusual items, the net income was $376 million and $2.86 per share which broke last year' record Our estimate was $2.77 compared to the First Call consensus of $2.72. | 1 | positive |
While the competitor's comparisons were easier, keep in mind that Kohl's was clearing merchandise at 70-80%. | 0 | neutral |
In March, Enbrel was also launched for RA in Japan. | 0 | neutral |
Food Business Soaring to New Heights WMT's food business is showing continued momentum and strength. | 1 | positive |
Highlights Disney and Pixar's co-produced animated film "Monsters, Inc." opened over the weekend, drawing an impressive $63.5 million at the box office. | 1 | positive |
We reaffirm our OUTPERFORM recommendation on TWX common. | 1 | positive |
The original target for Brachytherapy sales was $20 million. | 0 | neutral |
Currently, only 28% of Bard's sales come from overseas. | 0 | neutral |
The diversity of the portfolio in terms of both type of plant and fuel mix will allow Eastern to compete in each of the three generation markets being discussed as part of NETA. | 0 | neutral |
At $23,000 per year, Avonex is competitively priced among other interferon drugs for MS. | 1 | positive |
In our view, critical factors for long-term leadership in this space are: �= Mindshare: We look at customer base as a measure of mindshare. | 0 | neutral |
The high expense burden has put a significant strain on the carriers' profitability, and we expect 4Q99 results will be well below current "Street" expectations. | 2 | negative |
We assume Nasonex carries a 95% gross margin, 35% operating expenses, and 0% tax rate (i.e. SGP has ~$1.54B of NOL). | 0 | neutral |
Revenue from the Computing segment increased 13% Q/Q versus 6% increase in total revenue over a normalized F4Q07. | 1 | positive |
Our price target goes down to $58 from $60, driven largely by an increase in the discount rate. | 2 | negative |
DISCUSSION Maintaining Our Underweight Rating and $67 Price Target. | 2 | negative |
However, there is concern among some investors regarding the safety profile of the drug following the recent data release. | 2 | negative |
Institutional Securities In the Institutional Securities segment, which accounted for 60% of net revenue and 74% of operating income this quarter, total net revenue of $4.2 billion increased 51% from $2.8 billion a year ago, and from $3.9 billion in the second quarter. | 1 | positive |
Our full model begins with exhibit 9. We may make minor adjustments after speaking with Caterpillar on Monday, but do not anticipate any major changes. | 0 | neutral |
When the decision was reached that a change should be made, the Board decided to get on with the process. | 0 | neutral |
Exhibit 6 DuPont: Number of Standard Deviations from Normal Value. | 0 | neutral |
Indwelling catheter with infection control coating we see this as a $300 million market opportunity for BCR. | 1 | positive |
Yield Curve Steepness 3 Month - 30 Year Treasury Spread. | 0 | neutral |
While not breaking out specifics, the company indicated that components in the reduction were (1) foregone acquisitions, due to high property prices, (2) deferred geological and geophysical (G&G) expenses, and (3) further high grading of prospects. | 0 | neutral |
The combined ratio projections by segment: (1) Chubb Commercial Insurance, an 83-85% combined ratio in 2004; (2) 98-100% in Chubb Specialty Insurance, 98-100%; and (3) Chubb Personal Insurance, 94-96%. | 0 | neutral |
Based on our $41 proved NAV, EOG is currently discounting an additional $35 per share, or 4.6 Tcfe of probables (at $1.90/Mcfe), which is just under the company's estimated full best-case potential of the Ft. | 0 | neutral |
company added 113 stores in these states in FY00, and sales from these four states combined for 41% of total company sales, nearly $8.7 billion.. | 0 | neutral |
The revenue growth is expected to be mid single-digits (excluding the effects of FIN No. | 0 | neutral |
Dell's outlook for 4Q04 includes revenue growth of 18% to $11.5 billion, with unit growth of over 25%, resulting in EPS of $0.28 in line with our estimates and the consensus expectation. | 0 | neutral |
(1) Optical fiber and cable volume growth is now expected to be just 15% compared to 20% previously and 25% in previous years. | 0 | neutral |
Trends may weaken as CMCSA will shift its marketing toward offering double / single-play offerings. | 2 | negative |
The Intel 64 Fund invests in five specific computing segments client, corporate technology, semiconductor design and manufacturing, enterprise server software, and server platforms. | 0 | neutral |
Before ICE acquired this exclusive agreement, the Russell products were primarily traded at the CME (license ends in September 2008) with a tiny portion trading at the NYBOT. | 0 | neutral |
During these periods, the market's deposits grew at a rate of 11.41% and 6.5%, respectively.. | 1 | positive |
Nabors reported 1Q03 EPS under GAAP and on its inverted tax basis of $0.31 vs. $0.28 last year. | 0 | neutral |
Integrase inhibitors represent the most exciting new developments in HIV in our view, much more so than the CCR5 inhibitors that have significant toxicity issues. | 1 | positive |
Comcast conducts domestic commercial initiatives through Comcast Business Communications (CBC) and in Europe, through CBC's 62% ownership stake in Broadnet. | 0 | neutral |
Of the 70 viruses identified, 69 (99%) were influenza A viruses and 1 (1%) was an influenza B virus. | 0 | neutral |
Patient outcome measures during prolonged survival in patients with high-risk myelodysplastic Valeria Santini, MD Monday, June 2; 5:45-6:00 PM syndromes treated with azacitidine. | 0 | neutral |
EBIT margin increased from 22.7% in the year-ago quarter to 23.9% in the latest quarter. | 1 | positive |
The domestic spirits category should continue to grow in the low-single digits. | 1 | positive |
The security business declined 2% sequentially, after averaging mid-teens growth over the past three quarters, but the business remains above the $1 billion run-rate.. | 2 | negative |
Schlumberger has the largest market cap of any oilfield service company, at $44 billion. | 0 | neutral |
Box prices, as we saw at Packaging Corp, have finally begun to move up. | 0 | neutral |
Rowan is one of the premier jackup drillers with a fleet of high specification jackups working worldwide. | 1 | positive |
The current price is tracking below these figures and note that the financial impact on AA will depend on contract pricing lags. | 0 | neutral |
Stents will be used for the majority of patients because they prevent abrupt reclosure and because they are particularly effective in reducing restenosis in certain arteries. | 0 | neutral |
This will come from the application of excess capital, improved efficiency from expense reductions, and continued growth of higher-return businesses. | 1 | positive |
Company Guidance: Biogen expects maintained its expectations for R&D and SG&A expenses to fall in the low end of previously forecasted estimates of 30%32% and 28%-30% of total revenues, respectively.. | 0 | neutral |
As of December 31, 2005, the company had 6,194 Bcfe of proved reserves, 90% of which are natural gas. | 0 | neutral |
The main reason given for the strength revolves around end user concern over the cost of power disruptions; in particular, weather (i.e. hurricanes) and reliability (i.e. blackouts) of the power grid were most often cited. | 2 | negative |
FDX's domestic parcel demand is driven by factors broader than just the domestic parcel market. | 0 | neutral |
� We reiterate our Buy rating and $60 price target.. | 1 | positive |
Giants in the PBM business include AdvancePCS (78 million lives), Merck Medco (65 million lives), and Express Scripts (46 million lives). | 0 | neutral |
We believe confidence about cards reflects management's intention to reduce the expense base beyond just merger cost savings. | 1 | positive |
However, given current economic environment, we believe upside looks limited. | 2 | negative |
We estimate that Air Express' yield growth benefited by, on average, 420bp y-o-y by a higher fuel surcharge in the quarter (an estimated average fuel surcharge of 9.5% vs. 5.3% a year ago during 1Q). | 1 | positive |
However, JohnsonDiversey's capitulation in the core domestic ware-washing segment fundamentally enhances Ecolab's global competitive position and provides valuation upside. | 1 | positive |
Bondholders will be asked to waive the covenant in the indenture that prohibits AT&T from selling all or substantially all of its assets. | 0 | neutral |
Rating & Target We reiterate our HOLD rating and 12-18 month price target of $27.. | 0 | neutral |
As previously announced by the company, a $350M gain on the sale of certain investments, caused a big jump in interest income. | 1 | positive |
The quarter began with less winter apparel needing clearance. | 0 | neutral |
In our opinion, it is likely that similar results will tend to be reported in coming months, with traffic slightly up/flat/slightly down, but pricing/mix both being positive. | 1 | positive |
Alexia Quadrani Companies Analyzed * Omnicom Group (OMC) - $103.13 (as of March 05, 2007 16:00 ET) - Outperform Price Target ('07): $116.00 Risk(s) to Price Target - Economic conditions, convertible bonds with put features that can create trading volatility. | 1 | positive |
Based on our revised estimates, we expect free cash flow of $1.1 billion in FY08 (for a yield of 9%) and debt to capital of around 25%. | 0 | neutral |
Personal electronics were up mid-single digits during February as radar detectors and R/C cars drove sales in this category. | 1 | positive |
Risks: Downside risks to our thesis include a) a slowerthan-expected adoption of copper in the DRAM market, b) lower-than-expected capital spending, and c) a slower-than-expected recovery in deposition market share in 2009. | 2 | negative |
With NT, LU and other equipment already pre-announcing 1Q results, the 2Q-4Q budgets become a much more relevant indicator for the remaining equipment spending to be done in 2002. | 0 | neutral |
The margins on rEsource are considerably stronger than the 10% commission the company earned from publishers under the previous program. | 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.