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Furthermore, given that ambrisentan is likely to lag Thelin to market by ten months or more in the U.S. and by more than a year in Europe, and that ambrisentan lacks any direct head-to-head data vs. Tracleer, we think ambrisentan sales will lag slightly behind Thelin sales.. | 2 | negative |
Our current forecasts already fully incorporate both NXTL and US Unwired as of August 12th 2005. | 0 | neutral |
And while Bard is not actively seeking a buyer for its electrophysiology business, we suspect the company would entertain offers at the "right price" (probably 2-3x sales). | 0 | neutral |
We believe that Pravachol has a core of devoted physicians that may make market share losses from Crestor less likely. | 0 | neutral |
However, after talking with a number of industry participants and thinking through the implications, we think it will be very good news for VERITAS Software Corporation. | 1 | positive |
Our Watson target is $36 per share based upon a 20x multiple of 2003 EPS of $1.80, which are burdened by launch costs. | 2 | negative |
Salem had been appointed COO in January 2008 and will remain in that role until his transition to CEO. | 0 | neutral |
These items bring our adjusted tangible book value up to $6.70 per share.. | 1 | positive |
eBay China's current market share? 30%, at least according to Taobao (which boasts 65% share). | 0 | neutral |
Inflation inflates the numbers for everybody's sales. | 0 | neutral |
The initial MOTOQ sales have been below market expectations, and we think that this device may need more security functions and enterprise acceptability to be successful. | 2 | negative |
* High-blood-loss surgeries require on average 2.5 units (range 2-4) of transfused blood. | 0 | neutral |
Sales rose 5% last month, for example, which should help push baseline sales up for the first time since FY05. | 1 | positive |
Transactions per average store were 193,000 versus 197,000 last year Other financial metrics look equally bright. | 1 | positive |
Guidant announced FDA approval of the Prizm II family of implantable cardioverter defibrillators (ICDs). | 1 | positive |
To provide additional support to its upcoming vaccine launches, in the United States Merck is redeploying 1,500 sales representatives who currently promote its major in-line products to support the launch of new vaccines. | 0 | neutral |
We believe it will be successful and rate the stock 1M (Buy, Medium Risk).. | 1 | positive |
Stock Name/Symbol: Veritas Software (VRTSE) Analyst: Steve B. Berg, CFA Rating: Accumulate Price Target: $35. | 1 | positive |
Fifteen to twenty percent of nationwide premiums were generated in Iowa, while California represented about five percent. | 0 | neutral |
We will likely reduce both estimates pending the terms of the new financings. | 2 | negative |
Backlog of $2.1B up 32% yoy driven by still strong energy and oil & gas markets. | 1 | positive |
We believe Calpine is of Speculative risk due to liquidity concerns. | 2 | negative |
More specifically, the turnaround of the former AT&T Broadband systems which have trailed Comcast's systems in a) most financial metrics (especially cash flow margin), b) the majority of plant upgrade statistics, and c) in basic cable penetration (into homes passed). | 2 | negative |
This decision reflects a more-rapid-than-anticipated decline in U.S. prescriptions for Claritin during the fourth quarter, stemming from the conversion of Claritin to OTC status in December. | 2 | negative |
(percentage of projected fuel consumption) as of December 31, 2004. | 0 | neutral |
Air Products sees the potential for over $100 million in CMP sales in 2005 given market projections of $500 million for CMP and studies showing the most growth potential for Colloidal formulations. | 1 | positive |
Even though Gap's fashion items may not have won over many Gap regulars this year, the company did not deter from its basics. | 0 | neutral |
Management indicated that the company's new businesses were about as dilutive to earnings in the quarter as they were in the prior year period, due in part to increased expansion of the Smokey Bones concept. | 2 | negative |
We continue to believe that this business will not be a successful venture for Symantec and would recommend they exit it as. | 2 | negative |
Willes joined the company, the share base has been reduced by roughly 43%, translating into higher EPS growth and enhanced shareholder value. | 1 | positive |
These two add-ons equate to approximately $30 per diem or 9% to 10% of the industrys current Medicare per diem of $336 (HCRs latest quarter Medicare per diem rate was $334.) It will require a legislative action in an effort to restore these two add-ons (in part or in whole); i.e. Medicare cannot fix this situation admi... | 0 | neutral |
Raskind was appointed to the additional role of President and a member of the BOD. | 0 | neutral |
Exhibit 1: Medtronic estimated F2Q 2000 sales by division. | 0 | neutral |
supplier to the PC market, which accounts for 15-20% of total analog revenues. | 0 | neutral |
Canada � Jackfish (DVN 100% WI) - Facilities construction began in 2Q05 and initial drilling is currently underway. | 0 | neutral |
We assume relatively constructive treatment in `06. | 1 | positive |
Vintage OXY's acquisition of Vintage provided the company with additional exploration acreage and incremental production in Yemen. | 0 | neutral |
Charge-off trends across the industry were mixed. | 0 | neutral |
The magnitude of below-the-line charges seems to be improving as management reiterated prior guidance of $400-$450mm for FY07 repositioning, environmental, and asbestos charges, areas that we feared could move higher. | 1 | positive |
The company also discussed its launch of Simple Freedom, its low acquisition cost prepaid service available exclusively in over 1,500 Wal-Mart locations. | 0 | neutral |
We are now using a multiple of 7.5x for both segments, modestly above the hardline retail average of 7x and giving the company credit for what may still be somewhat depressed margins in 2007. | 0 | neutral |
Because of the capital intensiveness of this business, maximum capacity utilization maximizes profits. | 0 | neutral |
Certainly all eyes will focus on beauty care and health care trends, which hadn't impressed in recent quarters and we believe are the focal point to long-term growth. | 2 | negative |
At least $40 million pretax synergies are expected to be realized in 2003 and approximately $75 million are anticipated on an annual basis by 2004.. | 1 | positive |
The sensitivity of Boeing's valuation to the 2009 EV/EBITDAP multiple and cost of equity is shown in Exhibit 8. . | 0 | neutral |
To achieve that, it is counting on its foundry partner, Chartered, to provide the additional flex capacity should it be needed. | 0 | neutral |
We are currently assuming only market growth for Clear Channel in 2006 and 2007 in Radio. | 0 | neutral |
Near-term growth is flat to down, with EPS trending up in 2005 and 2006. | 0 | neutral |
Sales and profitability should improve as Fingerhut anniversaries poor F2H00 results and benefits from anticipated savings from cost control measures put in place in FY2000 and anticipated lower bad debt expenses as delinquencies decline during FY 2001. | 1 | positive |
The company's nonregulated operations cover energy marketing and synthetic coal fuel (synfuel) production.. | 0 | neutral |
Proposed changes include increasing menu variety including adding a more regional BBQ taste where appropriate and adding lighter grilled items and salads. | 0 | neutral |
As such, at 4Q03 and going forward Eckerd's results of operations, net assets, and financial position are being reported as discontinued operations. | 0 | neutral |
While we remain optimistic about BC's business over the longer term, we believe that much of the good news may be factored into the stock at current levels. | 1 | positive |
However, given that returns on invested capital remain under pressure and likely to remain well below pre-Conrail levels, such a discount is likely not unwarranted, we believe. | 2 | negative |
It also owns or leases 1,700 railcars, 72 tank trucks, and 29 pressurized barges. | 0 | neutral |
We will learn more about this new Closure product on February 23. | 0 | neutral |
About 75% of the volume is commercial, 25% is non-profit. | 0 | neutral |
After being up substantially in the third quarter due entirely to National City, MI's credit quality measures have stabilized. | 1 | positive |
Sales of appliance components increased by 10%, reflecting the 10% rise in U.S. factory unit shipments of major appliances during 1998. | 1 | positive |
(3) A piece-meal sale of assets would take a significant amount of time due to the separate negotiations that would likely be made with each interested party. | 0 | neutral |
Operating segment income in the quarter was negatively impacted by transformation costs, a non-recurring curtailment gain in the prior year's period and increased energy costs. | 2 | negative |
David Graham made numerous, complicated mathematical adjustments that led him to conclude that: Rezulin's risk was much higher than generally perceived, Rezulin's risk was much higher than other drugs, Adverse events did not decrease over time Evidence (from United Healthcare data) was that monitoring was minimal. | 2 | negative |
Selling, general, and administrative expenses rose 8%, mainly as a result of incremental spending related to the Sydney Olympics and the European soccer championships. | 2 | negative |
Thus, despite accounting for less than 20% of Rohm and Haas's revenues, this business represents about one-third of the company's value. | 0 | neutral |
Exhibit 13 offers a summary of our forecast for the next 10 quarters on direct post-paid churn and ARPU for the combined Sprint Nextel base.. | 0 | neutral |
Cingular added a surprising 189,000 subscribers in the 1Q, well above our 50,000 estimate and a vast improvement from the 151,000 net reduction in the 4Q and the 107,000 net reduction in the 3Q. | 1 | positive |
We estimate that nearly 20% of the lower guidance is due to hurricane impacts, with the bulk stemming from unplanned maintenance and PSC impacts.. | 2 | negative |
KB had another stellar quarter, and has backlog that virtually assures the Company of strong operating results in FY 2005. | 1 | positive |
We derive our $79 target price by averaging P/E, EV/EBITDA, and our proprietary FRE methodologies. | 0 | neutral |
This is a relatively new endeavor for Fisher relative to its key competitors that have competencies in developing new products. | 0 | neutral |
Revenue for the second quarter increased 14% (11% on a constant currency basis) to $2,164 million, which was in line with our expectation. | 0 | neutral |
For the full year 2003, total sales declined 1.3% to $12.2bn with ID and comp store sales coming in at -0.7%. | 2 | negative |
Sales Roughly In Line, Information & Services Stands Out. | 0 | neutral |
In China, CEPA currently owns 32% of a 1,980 megawatt coal-fired plant in Guangdong province. | 0 | neutral |
There are, by the way, plenty of retail stocks growing at 15-17% per annum that trade at a premium to Home Depot. | 0 | neutral |
International card is MBNA's largest diversification business.. | 0 | neutral |
We rate KFT OW on valuation and the significant turnaround opportunity (potential for better top line trends; depressed profit margins relative to comps and history; somewhat unlevered B/S; potential to remake the portfolio via an active acquisitions and divestitures program). | 1 | positive |
The installed base of central office switching lines exceeded 200 million in 1997 and is forecasted by Dataquest to reach 240 million lines by 2001. | 0 | neutral |
Royalties are based on a percentage of the selling price of licensed products and are reported and payable at the earliest point of shipment, sale, or when the product is put into use. | 0 | neutral |
Edwards have added CRM capabilities to their ERP suites to be more competitive.. | 1 | positive |
From a valuation perspective, IBM shares have traded in a range of 15-27X forward twelvemonth earnings since 1997. | 0 | neutral |
Consistent with comments in the prior quarter's 10-Q, management indicated that it expects to sell underperforming branches, and gains related to these sales are expected in the second half of 2002. | 1 | positive |
It is a fairly fragmented market, with the leader maintaining only a 15% market share. | 0 | neutral |
To this end, CLECs declined to $200 million in revenues during the quarter, down $500 million sequentially from $700 million in the preceding quarter. | 2 | negative |
King - Quarterly Income Statement Analysis 2003-2010E. | 0 | neutral |
Figure 1. Transocean Sedco Forex -- Quarterly Earnings Model, 2000-02E. | 0 | neutral |
Rating and Price Target History for: KLA-Tencor Corporation as of 10-01-2008 (in USD). | 0 | neutral |
However this action will be dilutive to FFO, and the tough operating environment means there is likely to be little help from the core portfolio in making up the shortfall. | 2 | negative |
Based on these figures and our assumptions for PPG's returns, we derive a target EV/EBITDA multiple for PPG of roughly 8.5 times 2008 based on our expectations for PPG to enjoy returns on gross invested capital (ROGIC) of roughly 9.5%.. | 0 | neutral |
Jude's (STJ, $36, Neutral) 3% domestic growth and Guidant's (GDT, $70, Strong Buy) 8% domestic growth. | 0 | neutral |
� �. We are raising our price target on Coach to $40 from $37 which implies 15.8x our F2009 EPS estimate of $2.34. | 1 | positive |
Given the fact that DSL represents less than 2% of VZ's total revenue, we believe the impact to total company revenue related to the rate reduction will be minimal. | 0 | neutral |
In 1997, roughly 64% of revenues were derived domestically, 30% of revenues were derived from Europe and the remaining 6% were derived from the rest of the world. | 0 | neutral |
Accordingly, traditional valuation metrics do not apply in evaluating sentiment. | 0 | neutral |
We currently estimate that VIAB's ROIC (NOPAT/average invested capital) in the year 2000 will be approximately 7.6%. | 0 | neutral |
Investment income increased 4.2% in the quarter to $108.0 million from $103.7 million in 2000. | 1 | positive |
However, subscriber growth has been flat to low single digits by our estimation, and as we expect NIS to peak as a percentage of Consumer units this year the company will become increasingly dependent on subscriber growth going forward in FY09. | 2 | negative |
Assets in the pension plan consist of equities (60% of portfolio), debt (30%) and alternative investments (10%). | 0 | neutral |
Previously, we were using a CAP*Excess return of 218%.. | 0 | neutral |
In late September last year, we reduced our 2002 estimates for Capital One from $3.63 to $3.49. | 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.