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Management reports that advance bookings are the strongest they have been in years.. | 1 | positive |
We have assumed that the U.S. economy expands by 3-3.5% over the next 12 months. | 1 | positive |
Rather, it is all the ancillary products around payroll. | 0 | neutral |
Why did Home Video operating income halve in 1999? Is it structural? We believe that demand issues are the primary problem in the home video business today, which implies that the new $600 million annual operating profit level is closer to normal than the average $1.2 billion achieved 1996-98. | 2 | negative |
Key risks include a prolonged stagnation of the U.S. economy and a further deterioration of economic conditions in South America, specifically Argentina and Brazil.. | 2 | negative |
� The letter reiterates management's position that the best use of THC's free cash flow is for stock repurchases. | 0 | neutral |
The staff of the Florida Public Service Commission (FPSC) recommended a $26 million or roughly a 10% reduction to Progress Energy Florida's (PEF) storm recovery request.. | 0 | neutral |
We are initiating coverageof Intel Corporationwith a l-1 investment rating becauseof the solid sales and earnings momentum we foresee in the first quarter of 1999 and continuing through 1999. | 1 | positive |
We believe that BBBY benefited from accrual corrections (likely from shrink and vendor support) in the previous two quarters, which has clearly run its course (for more detailed analysis see Bernstein Research Call from July 27, 2005 "Expect Only Moderate EPS Upside Potential in F05; Reasonable Holding, But Maintain Ma... | 1 | positive |
This would translate to U.S. revenues of approximately $263 million (on average), slightly below our estimate for the quarter of $286 million. | 2 | negative |
Assuming that the company's existing OECD production base can be sustained at current levels, we do not expect a material change in upstream unit profitability in what will still account for the bulk of the company's portfolio in 2008. | 0 | neutral |
However, because there is little publicly known about the technology behind Ilypsa's phosphate binder portfolio, we decided to do a little more digging in the two companies' respective patent portfolios.. | 0 | neutral |
The Banias processor is very sleek, focused on the light-notebook area, with this processor optimized for WLAN and more extended battery life. | 1 | positive |
Over the past two years VRTS has positioned its software portfolio to take advantage of this trend, and its products have emerged as the de-facto standard for data management in the Microsoft NT and Sun Solar-isoperating system environments. | 0 | neutral |
Controls' operating earnings down 22% as severance costs hurt margins. | 2 | negative |
Excluding the one time expense, the company expects proforma EPS to remain unchanged at $0.10 per share, a 43% improvement over second quarter adjusted EPS of $0.07 per share. | 1 | positive |
Accordingly, we believe the company has averted a ratings downgrade, at least in the near term.. | 0 | neutral |
TI, Samsung); 2) big exposure to Intel '06/'07 capex cuts; and 3) pressure on gross margins. | 2 | negative |
And to that point, we only now view RAC as a complete product. | 0 | neutral |
This portion of the business is of higher quality than the bankcard and management views this side of the business as essential and strategic to its electronic retail business. | 0 | neutral |
We believe the cost of a new wireless subscriber, DTH subscriber etc. | 0 | neutral |
Hurricane costs will be deferred & matched w/ insurance proceeds when received -- smoothing results. | 0 | neutral |
Net margin including stock based compensation was 38.9% or 360 basis points lower than Linear's pro forma net margin of 42.5%. | 0 | neutral |
We also that that the company can achieve further recovery in its growth rates, as IT related efforts to source candidates continue to pay off. | 1 | positive |
The quarterly performance represents the tenth consecutive quarter of sequential revenue growth and operating margin improvements. | 1 | positive |
Conclusion Deere's prospects probably are not getting any worse, but the share price has discounted most of a potential recovery. | 0 | neutral |
We would like to highlight some of the most important points discussed by these speakers: Consumer film will likely not continue its double-digit volume growth through 2000 due in part to "pantry loading" and difficult comparisons. | 2 | negative |
We believe these positives support our Outperform rating on its shares.. | 1 | positive |
Intel. Intel shares are currently trading at about 16x our 2006 EPS estimate (excluding stock option expense) of USD1.22 and at about 13x our 2007 EPS estimate of USD1.57. | 0 | neutral |
First Union announced today further measures to lower the cost of. | 1 | positive |
Trends actually worsened in 3Q02 and are unlikely to reverse in 4Q02. | 2 | negative |
As such, Humana's 4Q results demonstrated to us that the company is in the early stages of reaping the benefits of its turnaround plan, which appears to be laying the groundwork for a step-up in results in January 2000 and a more dramatic recovery in January 2001. | 1 | positive |
Our 2 to 3 year price target is $48 to $50 per share. | 0 | neutral |
Even without an acquisition, JP is likely to produce 10% and 9% EPS growth in 1999 and 2000, respectively. | 0 | neutral |
In October 1997, BFC issued $250MM of senior notes. | 0 | neutral |
Price Target Calculation ECL shares trade at 25.2x our 2008 EPS estimate, in line with its 10-year average forward P/E of 25x but below its 32x peak in 1999, an attractive 1.7x PEG. | 0 | neutral |
In addition to the 15 rigs that NBR intends to refurbish this year, Patterson-UTI (PTEN - $23.75, Buy) will refurbish an additional 23 rigs in 2005 while Grey Wolf (GW - $5.96, Buy) will likely add an additional 5-8 rigs as well. | 0 | neutral |
Reported sales should grow 3% on flat internal sales. | 1 | positive |
We believe the ongoing industry recovery has more legs. | 1 | positive |
the most attractive franchises among the trust banks, given its sizable exposures to international custody (48% of total custody assets) and the high net worth space.. | 1 | positive |
Patients in the placebo arm who previously experienced a prior fracture were at increased risk for new vertebral and nonvertebral fractures, versus the Forteo arm, which demonstrated a reduction in risk. | 0 | neutral |
In terms of extending market share, the company expects to 1) invest heavily in R&D, 2) leverage distribution and 3) leverage its financial breadth. | 0 | neutral |
Fluor Corporation reported third quarter EPS of $0.52, in line with our estimate and within the guidance range. | 0 | neutral |
We expect the company to increase earnings over the next five years at a rate of at least 15-20%. | 1 | positive |
Also, they may involve the exchange of principal amounts at the beginning and end of the transaction. | 0 | neutral |
QUALCOMM has four dual-mode (WCDMA/GSM) chips, two of which were launched in 2003, and the company is already thinking beyond WCDMA to HSDPA. | 0 | neutral |
� All geographic oilifield segments reported strong. | 1 | positive |
Specifically, we note that after stripping out the sale of servers and storage (which are included in Dell's operating margin but not in PSG's), we estimate that the actual delta between HP's PSG profitability and Dell PC business is 730 Bps. | 0 | neutral |
The GE Harris Energy Systems joint venture, announced January 6, 1997, is likely to result in decreased revenues of about $40 million per year. | 2 | negative |
When current, we also present Gartner's Magic Quadrant analysis for various SMS categories. | 0 | neutral |
BCAG margins likely to hold - runway for improvements. | 1 | positive |
The agreements with counterparties were signed on November 25 for an aggregate amount of $53.5 billion. | 0 | neutral |
In addition, from a seasonal perspective, we would expect the month of October to be significantly stronger than the month of August. | 1 | positive |
Management has not yet forecasted the investment, timing, or potential upside of expanding the midsized cities.. | 0 | neutral |
The company bought back 3 million shares in the quarter for $36.7 million. | 0 | neutral |
Net finance revenues were $1.1 billion, up $64 million (6% YOY) and up $12 million (5% annl.) from 4Q04, reflecting growth in average worldwide lending balances and an increase in the yield on the portfolio. | 1 | positive |
Capacity utilization in the region should approach 95% in 2000 (versus 75%80% in 1999) as exports increase to about 7.9 million units (from 7.6 million units in 1999) and unit sales within Latin America remain flat (at worst) with 1999 levels. | 1 | positive |
Figure 8: ChevronTexaco looks fair value in today's peaking macro. | 0 | neutral |
The Stock Is Undervalued Based on VBA There are three reasons for this conclusion: First, the market implied competitive advantage period (CAP) is only 5 years. | 1 | positive |
Strong growth continues to benefit from the shift from older conventional antipsychotics to newer second-generation brands, the launch of 0.25mg and 0.5mg tablets in July 1999 for use in the elderly has also been a healthy driver. | 1 | positive |
Paychex also has no debt, $1.23 billion in cash and investments, and pays a quarterly cash dividend of $0.21 (2.1% yield).. | 0 | neutral |
Accordingly, we are removing any synthetic fuel benefit from our numbers and reducing our full year 2006 EPS estimate to $3.09. | 2 | negative |
In Figure 2 below, we present a series of sensitivities to illustrate the robustness of Marcellus play economics under varying assumptions for natural gas pricing, leasehold costs, and royalty rates. | 0 | neutral |
Pricing and benefit design mistakes have caused expected 2008 PDP margin to go from 45% and a $0.60 contribution to EPS to a negative pretax margin of 6% and a $0.75-0.80 drag on EPS. | 2 | negative |
Last year, Analytics revenue increased 44% and produced $25M-$35M in license revenue per quarter, and our belief was that this revenue could offset some of the decline in its core CRM revenue. | 1 | positive |
The strategic rationale for the small plastic tuck-in announced this morning is clear and compelling, in our view. | 1 | positive |
Dec Q guidance better than anticipated, with guidance for rev/EPS of $2.672.69B/$0.16-0.17 compared to consensus of $2.68B/$0.16; Although we are adjusting revenues down slightly (1%), our EPS estimate goes from $0.16 to $0.17. | 1 | positive |
It should be noted as well, that with continuous improvement and new flexible manufacturing, P&G could probably build 10% more diaper share without having to increase capacity.. | 1 | positive |
At its September 20, 2006 Investor Day, Intuit did not discuss FY07 pricing (for competitive reasons). | 0 | neutral |
AEE is a well regarded company given its low-cost asset mix and interconnections into multiple grid regions. | 1 | positive |
Capex is expected to be $4.5 billion for the full-year, which includes $500 million from the acquired systems.. | 0 | neutral |
This is the first quarter Scientific-Atlanta recognized revenues from Cablevision. | 0 | neutral |
Rather, we focus our analysis of SFA to be a reflection of consumer and cable TV operator behavior. | 0 | neutral |
September to December should hold the easiest comparables. | 0 | neutral |
If we hold these metrics constant to year-end 2006, we get a fair value calculation of $47 per share; if there is only a modest 80 basis point reduction in the cost of equity (to 11.5% from the current estimated 12.3%), we get a $54 price target. | 0 | neutral |
The company' recent acquisition of Morgan Stanley' global custody s s business should add meaningfully ro this scale business. | 1 | positive |
The company is also geographically diverse with roughly half its sales and employees outside the U.S.. | 0 | neutral |
A longer-term issue is the ability to achieve internal portfolio growth within the branch network.. | 2 | negative |
Promotions are unchanged yr/yr: HDFS sponsored (retail) - $99 per month for 24 months on purchases of a new 2006, 2007, or 2008 Sportster 883 or 1200. | 0 | neutral |
Historically LSI's price-tobook multiple has traded in a range of 0.6-5.0x. | 0 | neutral |
We believe that it is highly likely that GENZ has the only Fabry drug on the US market in 2003. | 0 | neutral |
Favorable prior year development rose in the first quarter, which could be a favorable indicator, although the company is significantly larger than it was a year ago, and we expect favorable development to grow along with the increased premium revenue. | 1 | positive |
The more important data from this release are the trends and between better sales, consistent gross margin and very good expense leverage, those looked promising Domestic comparable store sales were a very strong 15.1%, beating our expectations of 10%ish. | 1 | positive |
It should allow Aetna to gain membership by selectively pricing below some peers that are realizing a higher cost trend. | 1 | positive |
Progress in April Reinforces Our View for H2 Recovery; Maintaining Estimates. | 0 | neutral |
31 October 2007 Americas/United States Equity Research Life Insurance (Life and Health Insurance) / MARKET WEIGHT. | 0 | neutral |
Gillette and Newell Rubbermaid entered into exclusive negotiations regarding the sale of Gillette's stationery products. | 0 | neutral |
Unfortunately, thus far restructuring savings have been more than offset by end market weakness and by internal operating issues. | 2 | negative |
The company expects to report its FQ4' financial results on July 6. Our estimates include 99 $204.6M in revenue associated with EPS of $0.35. | 0 | neutral |
We recently spent a day with INTU CEO Steve Bennett. | 0 | neutral |
Further, the premium natural and organic consumer, as defined by the FTC, isn't the traditional mass market customer trying to feed her family on a budget, but the educated and affluent population that doesn't need the FTC managing for the lower common denominator. | 0 | neutral |
We believe the lower denominator that resulted from this reduction in equity also increased return ratios. | 1 | positive |
Key equipment will be relocated from BHP's Project M demonstration plant in Port Kembla, Australia. | 0 | neutral |
New Farm Bill has been enacted and sign-up now done. | 0 | neutral |
Note: Historical numbers have been adjusted to account for the divestiture of ITS Avg. | 0 | neutral |
In 2001, the group won 65% of its bids and hopes to maintain that success going forward.. | 1 | positive |
Figure 6: Dow Chemical Quarterly Segment Income Statement, 2006-2007E ($ in millions). | 0 | neutral |
The 12400, with 16 slots and up to 15 line cards, brings Cisco in line with Juniper''s M160 in port density from a seven-foot rack. | 0 | neutral |
#2 (5% share) Traditional janitorial products: detergents, cleaners, carpet care, furniture #1 JWP/DL (10-12% share) polishes, disinfectants, floorcare products, hand soaps and odor control. | 0 | neutral |
Because of GILD's above-average growth, we are applying an above-average P/E multiple of 23x to our 2008 EPS estimate of $1.97 to derive our target price of $45. | 1 | positive |
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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.