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Fitzpatrick also highlighted that private loan (i.e., nongovernment guaranteed) originations should range between $15-$20 billion per year, which should support SLM's student loan spreads since those loans tend to carry higher margins. | 1 | positive |
TSO's refining margins averaged $6.54/b, down 49% and 21%, from the prior periods, including $10.18/b in California, $2.03/b in the Pacific North West, $9.44/b in the Mid-Con, and a loss of $1.49/b in the Mid-Pacific, down 44%, 85%, 29% and a gain of $4.02/b from a year ago, respectively. | 2 | negative |
How has the emergence of Linux changed your assessment of your principal enterprise systems supplier?. | 0 | neutral |
In the following subsections, we analyze each component of the following income statement and its relevance to the bottom line.. | 0 | neutral |
Don't Count Fixed Income Out, And Neuberger Won't Be So Bad. | 0 | neutral |
These factors strongly support our solid outlook for Baker Hughes over the next several years. | 1 | positive |
CTL currently trades at an estimated 1999 P/E of 23x versus the 22x average for the peer group. | 0 | neutral |
We maintain out BUY rating and $65 target, as our outlook for operating cash flow per share is relatively unchanged. | 1 | positive |
We believe Adobe's best practices and discipline are likely to accelerate Macromedia's margin improvement, resulting in this acquisition contributing additional $0.03-$0.05 to Adobe's EPS in F06. | 1 | positive |
In addition, strategic buyers often will pay a higher price for a particular parcel of timber than can be justified by either current or future cash flows if the acquisition provides synergistic value.. | 0 | neutral |
Japan posted the strongest results, primarily driven by strong market acceptance of the Spartan family. | 1 | positive |
As We Had Anticipated, FDX's expectations for an economic recovery were too aggressive In the near-term, lending credence to our previously expressed concerns that the company's guidance was based upon too rosy a set of economic assumptions, FDX today announced that it had reigned in its expectations for the pace of th... | 2 | negative |
All financial figures in this report are prior to restatement. | 0 | neutral |
Our survey suggests that Coach's incorporation of new product categories has been well received. | 1 | positive |
CVS overlaps with Eckerd in 68 of the 70 markets (defined by Metropolitan Statistical Areas) in which Eckerd operates and is the number 1 or number 2 player in 51 of these markets. | 0 | neutral |
Similarly, we have raised our expectations for 2010, as well. | 1 | positive |
The elephant in the room remained largely silent. | 0 | neutral |
K2: The sidetrack of well 562 #2 well resumed during 1Q and is expected to be completed in 2Q, with first production expected in 3Q. | 0 | neutral |
We think the stock lacks a catalyst, but is nearing trough levels. | 2 | negative |
One of Palm's key competitive advantages is that it owns the operating system, which it licenses to others (e.g., Handspring, Sony, Motorola, Nokia, and others), which means it can do well if other companies identify different niches. | 1 | positive |
Third, ADP's incremental $150-200 million of R&D investments in FY/04 should persist in subsequent years as an ongoing cost of doing business. | 0 | neutral |
FDC expects to end 2005 with 430 million cards accounts. | 0 | neutral |
However, since the company is, in our view, now a low-teens EPS grower, rather than a 15% EPS grower, we are taking our 2000 EPS estimate to $3.75 from $3.80.. | 0 | neutral |
As highlighted in our October 16 note from the ASN meeting, NESP appears to be on tract for an early 2001 approval. | 1 | positive |
On today's earnings conference call, management said the current First Call FQ2:06 EPS estimate of $0.60 is at the high end of their comfort range. | 0 | neutral |
Total residential construction put in place has decreased (27%) year to date in dollar terms compared to the same period a year ago. | 2 | negative |
A strong market debut for Ditropan XL (overactive bladder), expected launches of Viadur (prostate cancer) in Q2 and Concerta (attention deficit disorder) in Q3, and steady growth of Doxil (various cancers) drive 35-50% sales growth prospects for the ALZA Pharmaceuticals line in 2000-01. | 1 | positive |
We estimate Fannie Mae has a fair amount of excess capital. | 0 | neutral |
ASPs continue to rise and we expect an increasing number of "mega deals" in a given quarter. | 0 | neutral |
Cash costs also include realization costs, including treatment and refining charges and concentrate transportation. | 0 | neutral |
Business customers are necessarily prone to higher usage (increasing ARPU) and lower turnover (producing relatively flat churn). | 0 | neutral |
In our view current consensus estimates for Gilead do not adequately reflect the potential of Truvada. | 0 | neutral |
Canada's comps were 10% with total sales increasing by 14%. | 1 | positive |
Total members increased 6% y/y to 1,949K, while confirmations increased from 213K to 227K.. | 1 | positive |
Reasons for the "miss after the miss" appear to be gross margin related and may reflect higher than obsolescence expenses. | 2 | negative |
Our pro forma EPS forecast of $0.23 would be an improvement over the $0.18 generated in the year-ago quarter. | 1 | positive |
Jude have already reported Q4 results, we know that these ICD makers saw 30% and 25% growth, respectively, to $396 million and $106 million. | 0 | neutral |
Banks still appear to be holding onto more MBS than they normally do (about $325 billion currently vs. the $225 billion average from 1997 to 2000). | 0 | neutral |
? With gross margins at 45% and continuing to expand, improving opex and a topline story that gets better everyday, TLAB remains our favorite telecom infrastructure name. | 1 | positive |
Temple-Inland's management has made several key strategy decisions over the past few years, with the paper group being a primary focus. | 0 | neutral |
While an interim look at the data will take place sooner, due to the small size of the population, management does not expect the trial to end early. | 0 | neutral |
Last week's widespread computer failures on a $3.8 bil contract with the U.K.'s Department of Work and Pensions were the latest of EDS' U.K. problems. | 2 | negative |
All told, we think that this action can add several hundred basis points to the division's margin by early 2004. | 1 | positive |
Coal Prices Expected to Rationalize by 2010; SO's Fuel Strategy Minimizes Impact SO is one of the largest, most sophisticated procurers of coal in the U.S. burning between 75-80 mm tons of coal annually from a multitude of suppliers and therefore has a good read on the future direction of coal prices. | 1 | positive |
MON will report its 4th qtr on Oct 8, and likely provide guidance for FYAug09 at that point. While Monsanto & DuPont are fierce seed competitors, this is not a zero sum game, and both companies are benefitting from the strong trends in agriculture. | 1 | positive |
After subtracting cost of funds, this results in net income of $542 million from Golden State in 2003. | 0 | neutral |
For the year, the company projects radio revenues to increase in the low to mid-single digit range, indicating a consistent rebound in the second half of 2003. | 1 | positive |
It has a very similar profile to Pfizer's Norvasc, except it may have a more favorable side-effect profile. | 1 | positive |
We remain comfortable with our estimate of $9.75B in revenue, an increase of 6% y/y, and EPS of $0.34 ($0.30 GAAP), which is inline with management's guidance and the Street consensus estimate. | 1 | positive |
Management believes that they will have this completed by the end of the second quarter. | 0 | neutral |
Isdell left open all possibilities as Coke analyzes its options. | 0 | neutral |
MK-0974, a CGRP antagonist for migraines, is on track for a 2009 filing but slow onset of action and moderate efficacy make us cautious on the ultimate potential for the drug. | 2 | negative |
Conclusion: A stellar quarter leaves us impressed once again with the company's ability to drive value on behalf of its clients while creating value for its shareholders. | 1 | positive |
JP's recognized leadership in universal life (UL) and variable universal life (VUL) would be particularly attractive to a bank, in our opinion. | 1 | positive |
We estimate that roughly two-thirds of this gain will come from the paperboard cycle via both moderate volume gains and sharp price increases. | 1 | positive |
Yield growth at 9.6% y-o-y also outpaced our estimate of 6.5% growth bolstered by (1) increases in weight per shipment, (2) fuel surcharges, and (3) currency. | 1 | positive |
Quarter marked by fee weakness and credit deterioration. | 2 | negative |
All of GP's pulp and paper grades--containerboard, uncoated free sheet, white paper, and tissue--are benefiting from higher product prices and unit volumes. | 1 | positive |
Lower expenses helped limit the NOI hit in the quarter. | 2 | negative |
As such, the larger risk is not a short-term shock, but one that persists for a longer period of time (beyond 30 days, which we think is unlikely). | 2 | negative |
Gillette Fusion Trial data compelling, repeat still a little light but on track In conjunction with IRI, we analyzed trial and repeat data for Fusion, Gillette's first major systems initiative in over 7 years. | 0 | neutral |
Institutional and Food & Beverage both increased 2-4%. | 0 | neutral |
Instead, as has been the case over the past couple years, the greater mix of higher revenue and higher margin esoteric testing will be the key to margin expansion for the company. | 1 | positive |
HPC wants to complete the sale of resins and Food Gums, receive strong valuation for FiberVisions, aggressively improve core business operations, reduce working capital and debt, and achieve price increases in several businesses. | 1 | positive |
With this at the high end of the range, SouthTrust's loan loss provision was $3.5 mil lower than charge-offs adding $0.01 to 4Q00 EPS.. | 0 | neutral |
A Market Leader - In consumer banking Bar&America will be dominant in many key growth markets across the Country, while its corporate banking operation will be the leader in nearly all main product lines. | 1 | positive |
Our 12-month target price of $46 represents a 15.0x target multiple on our 2005 EPS estimate of $3.08 and reflects our favorable outlook on the department stores and our expectations for continued operating margin improvement going forward. | 1 | positive |
Jude Medical Quarterly Income Statement Comparisons 2001-2008E. | 0 | neutral |
Sharer has been groomed for this transition, and we believe he will provide good continuity in the role of CEO. | 1 | positive |
Other players have been focused on spending now but economics of lending model doesn't support that initiative. | 0 | neutral |
Thermo's product breadth and unique integration capabilities have enabled it to thrive in an environment in which customers are tightening budgets, seeking fewer suppliers, outsourcing services, and demanding more tightly integrated systems that offer smoother workflow and increased productivity. | 1 | positive |
Price Target: (12 months) for (MEDI) Method: Our 12-month target price of $30 is supported by discounted cash flow methodology. | 0 | neutral |
Viewpoint. Marsh & McLennan (MMC) reported 1Q operating EPS of $0.52 (excluding $0.05 per share of noteworthy items such as restructuring, regulatory and accelerated depreciation). | 0 | neutral |
CEO Bill Kerr states the price paid for the Emmis stations has not changed their TV strategy and they continue to look for duopoly and clustering opportunities for their existing stations. | 0 | neutral |
(Other competitors are listed in Chart 24.) A significant difference between the small engine business at PWC and the large engine business of the commercial operation is that in the small engine business, an airframe manufacturer can only justify certifying one engine per model. | 0 | neutral |
Medtronic is the leader in CRDM with sales of $4.9B in FY2007.. | 1 | positive |
This will also drive deceleration or even declines for the home improvement industry. | 2 | negative |
At year end the NPA ratio peaked at 1.48% while the reserve to loan ratio of 1.67% was higher than today's of 1.59%. | 0 | neutral |
Fisher Lab Equipment manufactures over 2,000 products including constant temperature equipment, general-purpose lab equipment and reusable glassware. | 0 | neutral |
We simply could not see how taking Diet Coke and reformulating with new sweeteners (Ace-K, aspartame blend vs. Diet Coke's Aspartame) would do very much of anything besides cannibalize existing share. | 2 | negative |
Clinically-diagnosed presented on a 100% pro rata share of multiple claims.. | 0 | neutral |
In 2005, we estimate sales of approximately $ 5.48 billion. | 0 | neutral |
Medicaid: The Medicaid MLR of 84.2% was 130 basis points better than our 85.5% estimate. | 1 | positive |
While this represents an 8% premium to both our previous target multiple assumption and the stock's long-term median multiple of 4x, we think the combination of above factors, combined with our estimate for an expansion in ROE makes such a premium warranted. | 1 | positive |
At the analyst meeting, management stated that it is moving an $89 million vascular surgery business from the Endovascular to the Cardiovascular group. | 0 | neutral |
Outside the U.S., development spending is expected to continue in Angola (Block 0, Sanha condensate, and Benguela/Belize); Nigeria (Agbami); and Kazakhstan (Tengiz).. | 0 | neutral |
While the transaction is cheaper on a price-to-sales metric vs DHR's acquisition of Sybron Dental Specialties (2.5x vs 3.1x priceto-sales), the TEK acquisition is more expensive when considering price-to-EBIT, 27.5x vs. 15.4x price-to-EBIT. | 0 | neutral |
Risks: The following risks could impede the achievement of our 12-month $15 price target for CNP: 1) Regulatory risk - rulings counter to assumptions and guidance could negatively impact our valuations going forward; 2) Natural Gas Prices - an increase in natural gas prices over the winter could adversely effect CNP's ... | 2 | negative |
n Despite our outlook for another poor Wave Season, we think a shortterm trading opportunity (on the upside) may exist for the group in th anticipation of Carnival's September 19 earnings call, based on our expectation that Carnival will be relatively optimistic in its outlook.. | 1 | positive |
The one perceived blemish on Akamai's quarter was it only added 29 net new customers, down almost 50% Q/Q. | 2 | negative |
While challenges to interchange have generally taken the form of litigation in the US, internationally they have generally come from regulatory bodies. | 0 | neutral |
Dover Resources Dover Resources reported sales of $304 million and profits of $49 million versus our estimates of $241 million and $35 million. | 0 | neutral |
Discounting the considerable value of ADC's venture portfolio, the shares are trading at around 40 times our fiscal 2001 EPS estimates.. | 0 | neutral |
Current an d future valuations are based on a share price o f US$1 6.35 on 09/23 /2003. | 0 | neutral |
Our $4.94 EPS number is slightly below recent consensus of $4.95, but justified by continued raw material cost pressure and recent soft end market demand slowing base revenue growth. | 2 | negative |
Wyeth expects for Libel to submit for regulatory approval in early 2005. | 0 | neutral |
Lincoln's new multi-manager product ChoicePlus racked up $100 million in sales. | 0 | neutral |
Unlike the prior year, we did not see a normal slowdown in turns activities at the end of the December quarter - turns were strong at the end of CY4Q07. | 1 | positive |
In 2005, KMG received approval to move to 20-acre spacing in the Wattenberg and the company plans to begin a 20-acre pilot in the Greater Natural Buttes field this year. | 0 | neutral |
Seasonality mostly worked in HPQ's favor, including good Intel server growth, topped off by another boost from currency and share buy-backs. | 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.