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While relatively small, it is one of the most profitable retail markets in Europe due to favorable growth rates and less competition from hypermarkets, which have rendered significant price competition elsewhere in the region. | 1 | positive |
Overall loan growth should increase to the midsingle digits by the end of the year, with an acceleration in C&I loans and continued strength in lease financing.. | 1 | positive |
Introduced tea pads with success for the Senseo machine. | 1 | positive |
The company boasts the largest intermodal network of any of the North American rails, with the segment accounting for 33.2% of 2005 revenue through the third quarter. | 1 | positive |
Under its new management team, we sense that PCS is gaining its stride in implementing its new strategy of targeting a higher quality subscriber base. | 1 | positive |
International is profitable as income from Japan is offsetting losses at the U.K. business. | 1 | positive |
Likewise, we are establishing our EPS estimates for the same periods at $0.81 and $1.10, respectively.. | 0 | neutral |
Nonetheless due to the good end market growth of optical products and the advanced manufacturing technologies associated with it we view the business that Jabil has acquired quite favorably.. | 1 | positive |
Harley continues to outperform the market in Japan, as it has for a number of years. | 1 | positive |
Introducing 1Q07E EPS down sequentially slightly, similar to years prior to the hurricanes. | 2 | negative |
With this industry backdrop, we anticipate that BBY's F2003 EPS will easily surpass the current First Call consensus estimate (of $2.64 as of yesterday) and are forecasting that BBY will earn $2.86 a share in F2003. | 1 | positive |
Most of the segment's growth is in the new elevator business, which is a lower margin business than service and repair, and thus the margin improvement is all that much more impressive. | 1 | positive |
However, overall the category continues to show signs of deceleration as well. | 2 | negative |
While some of this shift may reflect Oracle's efforts to outsource consulting, it would also be an expected side effect of its slowing and negative license growth. | 2 | negative |
Using this rule, SG&A would have come down by $11MM without restructuring savings. | 1 | positive |
With Mylan no longer divesting Dey, the company will now work to realign this business with its core operations and expects to divest the Napa-based facility over the next few years, and reset R&D and G&A capabilities to a new baseline. | 1 | positive |
While we, too, find the complexity of these earnings reports (please see Figures 2 and 3) somewhat tiring, at present, we believe that investors are overlooking significant internal gains and healthy sales growth. | 1 | positive |
Total Payment Rate is defined as aggregate collections during the due period divided by the aggregate amount of receivables in the trust as of the first day of the due period.. | 0 | neutral |
Looking across all the product lines, we see desktop revenues growing 10% to $17.1B and server products rising 33% to $5.0B. | 1 | positive |
After major innovations (Mirrorbit Flash) and significant market share gains at the expense of Intel over the past two years, AMD now wants to possibly call it quits because they had a tough 4Q04? Forgive us for being blunt but we'd like to welcome AMD to the semiconductor industry. | 2 | negative |
claims that the high cost of freight/logistics into the Russian market significantly offset what are otherwise relatively healthy selling prices. | 0 | neutral |
The company continued to suffer from volume declines in Japan and Korea, and faced significant price pressure in these markets as well as China. | 2 | negative |
We estimate that Boeing is only 60-70% covered for its 2005 delivery forecast. | 0 | neutral |
WFMI currently trades at 27.8x our calendar 2008E earnings expectation (adjusted for OATS accretion) which is close to its 6-year absolute trough P/E of 27.1x. | 0 | neutral |
The company incurred about $9.6MM in after tax charges from this consolidation and expects future charges over the next couple quarters. | 0 | neutral |
Although EPS were on target, the earnings power of the company was stronger than expected. | 1 | positive |
As for free cash flow, for 2002, we expect UPS to throw off roughly $1.45 per share whereas the comparable figure for FDX should be in the $0.15-$0.20 range. | 0 | neutral |
December Sales Disappoint, Downside Risk to 4Q EPS. | 2 | negative |
The product's split currently includes 81% of sales to companies with less than 500 employees and 59% of whom were new customers. | 0 | neutral |
Dominion posted a 15% increase in first quarter EPS and 22% in second quarter. | 1 | positive |
Calcimimetics are small, orally-active molecules that appear to suppress excess secretion of parathyroid hormone. | 0 | neutral |
Beginning in 2005, we expect the new TRICARE contract to provide more consistent earnings compared to the previous contract. | 1 | positive |
The company stated that if they had modeled correctly for this substitution, they would not have reduced the Tier 3 co-pays by the 10% that they did for the 2008 plan year. | 0 | neutral |
We believe redemptions are unlikely to significantly decline in coming quarters and could limit overall earnings growth from this division in future periods. | 2 | negative |
Delinquencies (90+ Days) as a percent of total loans were 1%, down 10 basis points from the prior quarter. | 1 | positive |
However, management has not been specific as to the timing or amount of savings expected, and that it could take up to three years to realize the full benefit of the initiative. | 2 | negative |
Additionally, these networks also avoid the settlement costs (much higher than what we know as access charges in the U.S.) that are attached to this traffic. | 1 | positive |
An ongoing priority is improving the productivity and comparable store sales in the existing stores. | 1 | positive |
Three years later, Nordstrom purchased a Portland fashion retailer store and merged it with its existing Portland shoe store, creating Nordstrom's first store with both shoes and fine apparel (the store was called Nordstrom Best). | 0 | neutral |
� Remember that historically, Cisco's 2Q (October to January) sequential growth has averaged 12% from 1991 to 2003. | 0 | neutral |
In total, guidance for total Cardiology (CVA and Cardiac Surgery combined) for 1Q08 and FY08 was $190-205 million. | 0 | neutral |
Based on work by our Packaging analyst, George Staphos, we believe that CCE has relatively favorable contracts for 2001. | 1 | positive |
In other words, even if you pay your bills electronically, you will still get that garbage in your mailbox forever. | 0 | neutral |
Valuations: based on an average share price that year, (E): based on a share price of US$88.23 on 25 Oct 2004. | 0 | neutral |
3M (MMM) reported Q4 EPS of $0.91 vs. $0.77 basically in line with the $0.91 consensus and was 2c above our estimate. | 1 | positive |
This intrinsic value of the subscriber (as opposed to lifetime revenues per subscriber) is deriving by determining the present value (PV) of an individual subscriber, which was $707 for Sprint PCS, based on a 3.9% churn rate (3Q02), $63 APRU, 48% contribution margin and 9% WACC. | 0 | neutral |
The hardware platforms used for a typical RDMBS setup consist of a cluster of high performance servers/data center servers and enterprise storage products. | 0 | neutral |
We forecast fourth quarter earnings per share of $0.42, a 16.2% improvement from fourth quarter 2000. | 1 | positive |
Highlights from our visit include the following:. | 0 | neutral |
The company is targeting $215-225 million in 2002. | 0 | neutral |
Someone who is doing ongoing planning with us has over seven different accounts with us. | 0 | neutral |
Additional Discussion "Strong Share Growth and Differential Technology". | 1 | positive |
North American marketing expenses fell by $2 million due timing (which temporarily boosted earnings) while incentive payments declined $2 million due to renegotiation of certain distribution contracts. | 1 | positive |
Importantly, 3.8% of the YTD comp of 8.8% has been driven by traffic. | 0 | neutral |
Lumber prices dropped 8% Q3 vs. Q2, while September prices for lumber were down $7/thousand vs. the 3Q average to $266/thousand, and the company expects prices to decline further. | 2 | negative |
NO CHANGE IN OUR THESIS: Today's analyst conference reinforces our Neutral rating on State Street. | 0 | neutral |
Under one interpretation, all of the load to serve Virginia, about 3.2 million MW annually, would move to market rates, while only about 0.7 million MW would transition under the alternative interpretation. | 0 | neutral |
Recurring EPS fell $0.12 short of our estimates on both old and new GAAP basis.. | 2 | negative |
5% in Syncrude, the oil sands project in Northern Alberta. | 0 | neutral |
Additionally, at this point it would seem like HMA is already ahead of its guided pace given that it has already announced three acquisitions and expects to close on a fourth shortly. | 0 | neutral |
Verizon Communications Inc. in the past 12 months. | 0 | neutral |
3. Other operating improvements A new call center in Pueblo, CO opens in early 2006, eliminating $4-6MM of expenses incurred in 2005 plus undetermined cost savings. | 1 | positive |
Excluding lower raw material costs ($26 million) and foreign exchange translations ($23 million), sales fell a modest 0.8% during the quarter. | 2 | negative |
Notes: 1) Direct operating expenses include R&D and Product Marketing costs. | 0 | neutral |
However, while we concede the merit of the conventional wisdom behind this position, we point to the numbers. | 0 | neutral |
No rating history data found for Albertsons Inc. | 0 | neutral |
This expedites the sourcing process from product development to product delivery and facilitates the logistics on the front and back end of operations. | 1 | positive |
The terms of the agreement with Achillion extend to ACH-806 as well as other compounds developed under the collaboration. | 0 | neutral |
TI is a leading supplier of ADSL central office and customer premise ICs, and the company has a strong presence in Asia and Europe. | 1 | positive |
Figure 3: CCE NA Revenue/Case Vs. Cost/Case: Pricing Has Not Kept Up With Costs Over the Last 3 Years. | 2 | negative |
In 1SW, Morgan StanIey attracted $500 million in a new Global Equity Fund. | 0 | neutral |
The bottom line--GE is rapidly becoming a service company that also sells some products.. | 0 | neutral |
Export capacity is about 1.3 MMtpa, which approximates 220 MMCFD. | 0 | neutral |
We are maintaining our 2002 and 2003 EPS estimates of $2.53 and $2.75, respectively.. | 0 | neutral |
Sector: Cruise, Overweight March 19, 2008 Company Note. | 1 | positive |
We continue to rate HLT a Buy given its attractive valuation, leverage to the recovery, and likelihood of returning significant capital to shareholders over the next several years. | 1 | positive |
This was better than our $0.20 estimate and in line with the consensus view. | 1 | positive |
However, as we expected, publishing ad revenues are coming in a little softer this quarter facing more difficult 4Q y/y comparisons and a smaller F/X lift from UK operations. | 2 | negative |
Organic sales growth was 6%, which was especially impressive given the tough 8% organic sales growth comparable from 3Q:06. | 1 | positive |
2. Litigation (although management said that this was not a likely scenario) 3. Transition of the Lauren and Ralph business to RL (we think this is the most likely scenario).. | 2 | negative |
DSG (DSG, Pali International SELL, LSE) is closing 200 out of its 700 stores, including both Curry's and PC World (though these stores are not out of town superstores so will not help BBY). | 0 | neutral |
Greater product flexibility: Users highlighted a "huge amount of flexibility" in DO; for example, the ability to sell to Fannie Mae loans with limited documentation, high LTV, minor credit blemishes, or cash-out features (part of what is often called the "alternative-A" product set). | 1 | positive |
Relative to the size of the business and when set against market capitalization, Goodyear has one of the most significant pension and post-retirement healthcare (OPEB) burdens of any U.S. company. | 2 | negative |
Local currency sales increased 3% (in line with expectations) to $97 million. | 1 | positive |
the mass affluent market in the US includes 21.5 million households which control $6 trillion in assets, 10% of which typically switches financial advisors in any given year. | 0 | neutral |
Overall, we expect the company to maintain its new regimented cost structure with the bulk of the benefits already realized. | 0 | neutral |
The company raised its sales and earnings forecasts for the fiscal year ending June 30, indicating it now expects year-over-year sales growth of about 10 percent. | 1 | positive |
Rating and Price Target History for: Motorola, Inc. (MOT) as of 10-17-2005. | 0 | neutral |
� BBY expects the promotional environment to remain intense through the remainder of 4Q05. | 0 | neutral |
To manage electricity costs further, the company has negotiated an additional 60-megawatt firm contract for the next five years. | 0 | neutral |
As a result of the improved inventory turns and DSOs, SLR's cash conversion cycle improved to 67 days from 84 days last quarter. | 1 | positive |
And, retail results continued to deteriorate in the first quarter of this year, with retail EPS, excluding remodeling costs, declining to ($0.10) from ($0.05). | 2 | negative |
While at some point we expect Wachovia to dip its toe back into the bank acquisition game, we think its de novo growth strategy should give the company ample opportunity to gain market share in select in-footprint markets in the meantime. | 1 | positive |
Net net Overall, the company demonstrated that it has a few products and services that could help turnaround subscriber metrics and improve fundamentals. | 1 | positive |
Book to bill was 1, also in line with our preview.. | 0 | neutral |
Then CFO Vuoto gave an 2002 financial review and 2003 financial guidance, particularly focusing on liquidity, capital adequacy and reserves, provisioning and funding sources (securitizations and deposits). | 0 | neutral |
The company's Retirement and International segments are forecast to perform in-line with management's previous guidance in the third quarter. | 0 | neutral |
Revenues increased 13.1%, above our forecast of 9.4%, driven by strength at Electrical (14.5% vs. our 9.7% estimate). | 1 | positive |
When we look at JNJ's pipeline, we believe that its drug-coated stent could be the blockbuster that investors are perhaps overlooking, as it has the potential to dominate the $2 billion worldwide stent market. | 1 | positive |
This growth was offset by a decline in time deposits of $2.7 billion. | 0 | neutral |
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.