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Intellectual property litigation is ever-present in medical technology.. | 0 | neutral |
The company will give 2004 and 2005 guidance at the BSC analyst meeting in February.. | 0 | neutral |
Yahoo! generated 156 million page views and $300 million in commerce transactions overseas. | 0 | neutral |
Soybeans come in three types of purity: isolated soy protein, soy protein concentrates, and soy flour/grits. | 0 | neutral |
The business uses a 30%-plus IRR hurdle rate and, while more volatile than some businesses, exhibits 20% annual growth. | 0 | neutral |
Therefore, we have set a 12-month price target of $46.00 per share. | 0 | neutral |
In December, Drew Madsen, current president of Olive Garden, will become President and COO of Darden. | 0 | neutral |
In 1984, Ward's changed its name to Circuit City and moved from the American Stock Exchange to the New York Stock Exchange. | 0 | neutral |
Overall storage was up 17%, with enterprise storage up 50% year over year, and storage software much higher at 130% year-over-year growth. | 1 | positive |
Sales fell 2% excluding a $17M benefit from a weaker dollar. | 2 | negative |
Target reported 1Q03 EPS of $0.38, in-line with our $0.38 estimate and a penny below consensus. | 2 | negative |
Although we continue to view JNPR as a best-in-class comm infra supplier leveraged to robust networking product markets--IP/MPLS routing, network security, and L4 7 traffic/application mngmnt--we also believe that JNPR's shares continue to appropriately discount its current oper outlook. | 0 | neutral |
AGN plans to present some Phase III data for chronic daily headache in 2008. | 0 | neutral |
Additional information forthcoming in proxy statement. | 0 | neutral |
Currently, some patients receive less than the optimal dosing because they do not receive their Neupogen over a weekend. | 0 | neutral |
We are maintaining our $41 price target which is based on 8.5 times our revised 2007 EPS estimate. | 0 | neutral |
Reiterate our Buy rating We based our $81 target price on 1.50 times projected 1Q'08 book, which is at a slight discount to the average of 1.6 over the past 10 years. | 1 | positive |
In addition to a unified operating system, the company is also seeing success in offering a wide range of disk formats (Fibre Channel, ATA) as well as storage architectures (SAN, NAS). | 1 | positive |
Earnings were hit by higher operating expenses and lower net investment income. | 2 | negative |
We're forecasting modestly more back-ended earnings improvement in 2006, with a loss of $0.24 in 1H vs. a loss of $0.07 in 2H. | 1 | positive |
We believe that management at MTVN is best-of-breed, and that both channels should see substantial operating improvements. | 1 | positive |
For instance, CXP had been outsourcing most of its marketing while Staples has an in house team that is more cost efficient. | 1 | positive |
For 2007, we are estimating $6.50bn and $1.84 ($2.00 ex, options expense) versus consensus of $6.48 and $1.72.. | 0 | neutral |
Price Target Valuation: Our $36 price target is based on 22x our FY07 EPS of $1.65. | 0 | neutral |
With a broad portfolio of exploration prospects and anticipated well results over the next year, we would expect HES's shares to underperform the peer group on announcements of dry holes. | 2 | negative |
We believe that Amgen has significant financial flexibility to weather the reimbursement storm and continue to deliver solid earnings growth. | 1 | positive |
We anticipate 17% revenue growth at the Professional Division in 1999, based on a slew of new products, improved Cordis performance, and solid growth prospects at Ethicon, Ethicon Endo Surgery, and Vistakon. | 1 | positive |
In the 1980s, 69 GEOs were launched, with an average of 7 per year. | 0 | neutral |
large E&P companies this year as the upside potential in the stock is not significantly greater than the downside risk from falling oil and gas prices, which appears likely, especially if weak economic conditions persist. | 2 | negative |
Our year end 2004 price target is $78 or 23x our calendar 05 cash EPS estimate. | 0 | neutral |
We reiterate our BUY rating and $90 target price. | 1 | positive |
Morgan believes high-net-worth individuals generally rely only on two or three firms for their financial products and services needs. | 0 | neutral |
We maintain our Market Perform rating on LOW shares.. | 0 | neutral |
EQR's portfolio should benefit from the conversions. | 1 | positive |
SYY plans on eventually rolling out 8 additional RDCs across the country. | 0 | neutral |
number of clients offering MA and PDP plans, as well as over 400 clients that are taking the subsidy. | 0 | neutral |
The primary risk to this timing relates to Intel's Blackford chipset release, which already has been delayed. | 2 | negative |
In addition, the BOT system did not have co-location capabilities which means that traders could not write their trading programs directly to the exchange's matching engine. | 0 | neutral |
Key Points THC reported FQ2 EPS of $0.72, a penny ahead of our estimate, due to a lower tax rate and share count than we had forecast. | 1 | positive |
On June 15, 2006 Google announced Google U.S. Government Search (http://usgov.google.com), a new search product that will make it easier to find U.S. government information and keep up to date on government news. | 0 | neutral |
Worldwide sales at J&J's Medical Devices & Diagnostics segment rose 16% to $3.3 billion during the quarter and 13% to $12.6 billion for the year. | 1 | positive |
Investors have speculated if SUNW would consider an acquisition. | 0 | neutral |
Some of this has already gone toward share repurchases (2.4% of shares repurchased in the second half of fiscal 2005 for $100 million and $170 million more planned for fiscal 2006) but has left ASH with enough financial flexibility to make strategic (and sizable) acquisitions when/if the opportunities present themselve... | 1 | positive |
Arbortext has just 30 quota-carrying reps across the globe compared to 330 at PTC. | 0 | neutral |
Market Size In the enterprise market, we have used a combination of distributed output, team collaboration, and Web conferencing data. | 0 | neutral |
As a result, it is our view that EFX is a particularly compelling risk/reward at the current level. | 1 | positive |
In 2002, pretax margins hit a trough as the company posted an operating loss in several quarters. | 2 | negative |
We believe Memantine data presented so far is rather positive and expect the product to file with the FDA by the end of the year. | 1 | positive |
Despite a higher inflation forecast of $0.90 EPS, financial goals have been increased for 2008E. | 1 | positive |
The polypropylene market is about $25 billion in sales, but Dow and Carbide are relatively small players.. | 0 | neutral |
The company also guided F4Q07 revenue in the range $9.0-$9.3b, which implies 16-17% organic growth for F2007, well above out prior 14.7% estimate. | 1 | positive |
Paul's statutory surplus, which supports the property/casualty operations, dropped to $5.0 billion in 2001 from $6.3 billion at year-end 2000, mostly because of the events of September 11 and the fourth-quarter 2001 restructuring charge. | 2 | negative |
TIF 3Q06 Beats Expectations, Momentum Heading into Holiday. | 1 | positive |
As we point out later in this section, the core Hilton brand is by far the company's biggest earnings contributor, simply because of the number of owned Hilton hotels and the very nature of the assets. | 0 | neutral |
Nonetheless, the company has not participated yet in recent consolidation, supporting our belief that management will remain disciplined in its approach to evaluating opportunities.. | 1 | positive |
Lower, but stabilizing, retention rates also had an adverse impact. | 2 | negative |
We are comfortable with this premium mainly based on Sysco's superior ability to return healthy growth in cash flow to shareholders, but simply believe a reasonable strong fall and winter is already priced in. | 1 | positive |
Finally, we believe the positive effect of rising interest rates on Game Ops. | 1 | positive |
Stronger balance sheet / insider selling LPX has done a good job restructuring. | 1 | positive |
BDX recently revised its 2009 EPS guidance to 8%-10% from 10%-12% to reflect greater headwinds in currency.. | 2 | negative |
Hence, the cash earnings valuation also seems to indicate limited upside in Disney's stock. | 2 | negative |
Asset quality remains relatively stable, but it still concerns us. | 2 | negative |
Whether valuing the company under its current make up or the sum of the parts after the break up, we still see nice upside and reiterate our BUY rating. | 1 | positive |
The company did discuss further its ongoing M&A activity, which has become more formalized as Wendy's searches for another value-add, high quality brand to add to its portfolio (much in the way Tim Hortons has since its 1995 purchase). | 0 | neutral |
At the time of the Phelps Dodge acquisition in mid-March, FCX's equity market cap was $22 billion, while net debt was $14.2 billion (consisting of $17.6 billion of total debt and $3.4 billion in cash). | 0 | neutral |
Within the February 5% base business growth rate, later cycle growth markets (i.e., non-residential construction and food equipment) and continued strong demand. | 1 | positive |
In addition, it includes the commercial launch business, which primarily drives volume to support military launch requirements. | 0 | neutral |
EQR INVESTMENT THESIS - DIVERSIFICATION HAS ITS BENEFITS In our January 2001 research report covering the multifamily REIT sector, we noted that a diversified basket of apartment REITs including the national REITs, should be an appropriate REIT investment strategy for 2001. | 1 | positive |
(1) Represents estimates of adjusted historical results to reflect the disposition of wireless operations and FAS 142. | 0 | neutral |
The slowing growth trends are most likely due to negative news flow regarding cardiovascular risk associated with the COX-2 inhibitors and the launch of Bextra. | 2 | negative |
Technology and Content Spending - Deceleration is Likely Unsustainable Longer-Term. | 0 | neutral |
Longer Term, Newly Announced Metro System Should Help LU Maintain Its Competitive Position. | 1 | positive |
-33 The company appears to have dodged another generic bullet having achieved three preliminary injunctions regarding Biaxin XL. | 1 | positive |
Still, one data point does not make a trend and it will take some time before the supply issue can be corrected; thus we do not expect milk prices to recover significantly until 2007. | 2 | negative |
Unlike some of the other defense companies, TRW remained focused on military and, in some cases, NASA contracts, with a large number of classified programs. | 0 | neutral |
We believe this realignment will help Broadcom focus on customer issues in an effort to gain market share and focus new product introductions. | 1 | positive |
However, these estimates do not contemplate additional special items or. | 0 | neutral |
Residential access lines declined 10.3% y/y, which was better than our expectation of a 10.7% y/y decline and a slight improvement from the 10.5% y/y decline in 1Q07. | 1 | positive |
This compares to Disney's historical range of 10 to 18 times. | 0 | neutral |
PeopleSoft, Inc. designs and develops enterprise application software products for use in large- and The Company medium-sized organizations. | 0 | neutral |
The typical consumer targeted for this brand has household income of $75,000 to over $200,000 per year. | 0 | neutral |
If that were the case, we estimate that higher cheese prices could impact Tricon earnings by as much as $0.05. | 2 | negative |
0 Our Bumper-to-Bumper model tells us that Johnson Controls third quarter revenue is 2% to 3% ahead of our initial estimate. | 1 | positive |
� Operating profit increased 12% to $469 million, while the margin fell 20 bps to 40.0% behind strong sales growth, new premium priced products, and increased advertising. | 1 | positive |
Consequently, we are decreasing our earnings estimated for Chiron to $1.78 from $1.87 for 2004. | 2 | negative |
Longer-term, additional products are expected to contribute to the growth of Biogen. | 1 | positive |
Our recent channel checks suggest that the channel is strong again this quarter, as we expect roughly 5% sequential growth. | 1 | positive |
First quarter TV pacings are up in the mid-single digits.. | 1 | positive |
MRO has also announced that it plans to book approximately 165 MMbbl of reserves from Libya, either in 2005 or in 2006. | 0 | neutral |
margin of 7% fell 50 bps short of our forecast, which we suspect was tied to higher raw material and energy costs. | 2 | negative |
We also changed our suitability rating to speculative from aggressive to reflect increased near-term expected stock price volatility. | 2 | negative |
Mahogany is now producing at a rate of 14,000 Bbls of oil per day. | 0 | neutral |
Our 2006 FFO estimate includes a $0.22 per share debt extinguishment charge, while our 2007 estimate reflects a $4.50 per share special dividend that we expect to be paid in January 2007. | 0 | neutral |
Its risk-based pricing underwriting models allow for quick quotes for both its independent agent distribution channel and its direct telephone/Internet channel. | 0 | neutral |
Generally speaking, we found few surprises in the proposed rules. | 0 | neutral |
Operating margins consequently slipped from 16.6% to 16.0% in the same period. | 2 | negative |
The lack of growth stems from MBNA's reduced focus on "teaser" rates as well as the continued pressure from mortgage refinancing. | 2 | negative |
The other SNS industrial businesses appear to be faring better, with book:bill holding at about 1 or better the last few quarters. | 1 | positive |
These were guaranteed by the FHA, the wartime Veterans Administration, and the Farmer's Home Administration. | 0 | neutral |
Asset Mgmt was the weak spot--net outflows continue, pressuring revenues and profit margins. | 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.