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We believe that an increasing percentage of these contract awards are in higher margin businesses. | 1 | positive |
Management thinks it can improve average unit retail through a combination of mix and more assortment in the better and best vs. good categories. | 1 | positive |
Recent actions to stabilize market shares included increased promotions, enhanced packaging and products, improved retail merchandising and new product innovation. | 0 | neutral |
? Senior Biotechnology Analyst (212.430.1750) Christopher S. James, MD ? Associate Biotechnology Analyst (212.430.1748) Bhavesh K. Patel, MD ? Associate Biotechnology Analyst (212.430.1761) Finally, Some Good News! CRDAC Panel Voted Favorably for Use of ESAs in Renal Disease. | 1 | positive |
The call was brief and direct although management was restricted in its ability to touch upon the external regulatory proceedings. | 0 | neutral |
Going forward, management said it brought the new firm on-board to enhance its campaign and craft new advertising campaigns. | 0 | neutral |
Simon's rental rates increased 3.8% for the regional malls to $33.50; for the premium outlets the increase was +7.3% to $21.85 and for the community shopping centers the increases was +3% to $10.91. | 1 | positive |
We are assuming maintenance capital expenditure levels and working capital use in line with our near term projections. | 0 | neutral |
In the second half of 2005, Citigroup reached a discount to the Proxy (-18% in July) for the first time. | 0 | neutral |
Our model for 1998 includes a loss of $10 million in marketing (versus a loss of $5.5 million in 1997) because we anticipate continuing expenses. | 2 | negative |
2) Mis-execution by AMD - part of our Underweight thesis is based on the product cycle momentum from AMD, which we are forecasting will lead AMD to take 600 bps of share from INTC in 2006. | 2 | negative |
However, we would like to see acceleration in traffic trends, full price selling, or SSS before we would become more positive on GPS. | 0 | neutral |
The maximum amount collectible under this program would be $4.4 bln if the returned vehicles are sold below GMAC's standard residual rates. | 0 | neutral |
While the store remodeling program is almost complete and expected to be entirely done by the end of 3Q, we have only seen limited results so far. | 0 | neutral |
Total shipments for the venture was 1.6 million tons in 1999.. | 0 | neutral |
Comparisons in Japan become much easier beginning in August, so we would expect same-store sales to accelerate sequentially in 2H00. | 1 | positive |
Aetna has also assumed full ownership of its specialty pharmacy business. | 0 | neutral |
We expect the acquisition of Commonwealth will help to further reduce the company's payout ratio and management anticipates reducing the 2009 dividend payout ratio to 70%. | 2 | negative |
We believe about 13% of FISV's revenues are tied to lending solutions, about half of which are tied to more cyclical products like mortgage fulfillment. | 0 | neutral |
In 4Q/01, FISV acquired five new businesses with annualized revenue of $300 million. | 0 | neutral |
Heineken is currently rolling out selective price increases in the Eastern US. | 0 | neutral |
However, we are not convinced that margins can significantly expand over the next few years. | 2 | negative |
GAAP EPS in the quarter was $0.12, which was $0.02 below our estimate. | 2 | negative |
Gross profitability was a little weaker than expected. | 2 | negative |
Along with the reorganization, Thermo management is consolidating much the financial systems and management of previously separate organizations, which should improve the efficiency and cost associated with operations. | 1 | positive |
In short we see a positive outlook for the company that is not reflected in the stock price. | 1 | positive |
Cash expanded in Q2 to $271 million, up $10 million although restructuring costs and operating losses should bring it to about $240 million at the end of Q3. | 1 | positive |
We expect other analysts, as well as the estimate tracking services, to shift to cash operating EPS.. | 0 | neutral |
The first tranche ($1.1B) of the Oakwood transaction is set to close later this week, with the balance ($0.5B) to close later this year or 1H06. | 0 | neutral |
In total, Lucent contributes about 24% to 26% of total Microelectronics revenue, but this percentage continues to drop. | 2 | negative |
In questioning the next witness, J&J may mention its prior court battles with BSC. | 0 | neutral |
In other words, for every disconnected customer, we estimate there is a $68 charge in bad debt expense.. | 0 | neutral |
Solid strategic move: While QLGC does derive a significant amount of revenue from disk drive components (~25%), we view the sale as a positive. | 1 | positive |
Given stronger than expected 2Q and outlook, our estimates are under review. | 1 | positive |
Estimates for 1997 are shown as if CSX had owned 42% of CRR throughout 1997 and uses continuing CRR earnings. | 0 | neutral |
With management providing little guidance regarding the revenue outlook, true near term visibility certainly is low. | 2 | negative |
Our operating margin estimate for 2003 is 24.5%, up 40 bps over our 2002 estimate.. | 1 | positive |
The final change for Pulte Homes is shown on the next chart. | 0 | neutral |
While we believe the downstream environment will improve by the second half of 2000, providing higher profits, the key will be Victor Beghini's replacement providing confidence in the company's upstream growth potential. | 1 | positive |
We maintain our Outperform rating on the stock and continue to view UNP as one of our Top Rail Picks.. | 1 | positive |
As this age cohort consumes the most alcoholic beverages, increased spirits consumption is likely, in our opinion. | 1 | positive |
At Long Last! Last night, Dell filed its long-awaited past due 10-Qs and 10-K (including F03-07) ahead of its Nov. 12 deadline. | 0 | neutral |
We expect these losses to increase in subsequent quarters as a result of further spending on two new business initiatives--benefits access and integrated care. | 2 | negative |
Upon completion of the merger, DUK shareholders would own approximately 76% of the company & CIN would own approximately 24%; Dividend Policy: Duke Energy expects its new dividend rate to be approximately $1.24 per share beginning with the September 2005 disbursement. | 0 | neutral |
Some of Bank One's cross-sell opportunities that involve Investment Management include: Commercial & investment management. | 0 | neutral |
As we anticipated, robust Mac shipments were the highlight in the quarter, with 56% growth in notebooks. | 1 | positive |
Excluding prior period adjustments--year over year WGR's Big George volumes rose 375% to 15 MMcfd while its Wyodak volumes only declined 3.6% to 106 MMcfd As far as Pinedale Anticline volumes are concerned WGR's production rise 41% yo-y to 37 MMcfd. | 1 | positive |
Moreover, P&G is currently taking up prices for pet health and nutrition products and coffee, with tissue and towel price hikes set for August, all previously announced and driven by increased raw materials costs.. | 0 | neutral |
2006 should be a noisy year for the market to digest but the outlook for 2007 and beyond is strong particularly in Education where the state textbook adoption market growth accelerates. | 1 | positive |
By monitoring the LAP, it could result in better management of heart failure patients. | 1 | positive |
We recommend PCAR as a core holding in the North American truck/engine manufacturing industry for investors with longer time horizons. | 1 | positive |
As one of the Internet's blue chip names, along side AOL and Amazon.com, Yahoo! remains poised to benefit enormously from the growth and acceptance of the Internet as an entirely new consumer medium, giving them access to advertising and commerce dollars of unprecedented growth and proportion. | 1 | positive |
General Dynamics is expanding capacity with Savannah, which should enable Gulfstream to continue its growth path. | 1 | positive |
Finally, we apply a P/B multiple of 3.5x to an adjusted book value of $2.21 billion, which adjusts for unrealized real estate appreciation of $500 million this method yields a price of $60/share. | 0 | neutral |
This segment is comprised of SBC's directory operations. | 0 | neutral |
Murphy owns and operates two refineries in the US with total throughput of more than 250 mbd.. | 0 | neutral |
The company shipped more than 1 million printers per week, and has now sold over 310 million printers to date. | 0 | neutral |
Siebel continues to be a powerhouse in signing large deals, in our view. | 1 | positive |
(25) Excludes $10 mm charge ($4 mm after tax) for severance costs, $9 mm charge ($5 mm after tax) for asset impairment charges and a net $3 mm gain ($1 mm after tax) for adjustments of gains (losses) of businesses previously sold. | 0 | neutral |
Management expects continued improvement in its current quarter. | 1 | positive |
In our opinion, THC's turnaround position warrants a premium to the lower end of the historic EV/EBITDA range of 7.5x for hospital stocks which we have been employing in valuation given the persistence of certain pressures on these stocks. | 1 | positive |
At $36.36, National City trades at 11.7 times our 2006 EPS estimate, which is below its peer median of 13.1 times, but above its historical track record of 9% annual EPS growth and also its long-term outlook for high single digit EPS growth (which is likely to be more volatile than in the past). | 1 | positive |
ICDs Exceed Forecasts: Sales of ICDs were $726 million, an increase of 2% yr/yr and an increase of 14% on a sequential basis, and includes a $20 million benefit related to filling the backlog of Quattro lead orders. | 1 | positive |
The company could submit a PMA for its House Call transtelephonic monitoring system in Q4 2002 and could receive FDA approval around mid-2003. | 1 | positive |
Still, the overall trend for the first half of 1999 is down as sales dropped 16.6%, to $1.05 billion, and EBIT decreased by 6%, to $189 million. | 2 | negative |
Global Investment Management net revenues for 2Q08 fell 37% YoY to $193 million due mostly to lower revenues from investments in alternative investment management companies. | 2 | negative |
Market capitalization $13.6 billion Shares outstanding 182.7 million 12-month high/low $119.10/$34.37 Reuters Bloomberg CNX.N CNX. | 0 | neutral |
Company Description - Growth Drivers - Risks: Ciena Corp. sells optical transmission and switching equipment to service providers worldwide. | 0 | neutral |
The revenues and earnings of the domestic life insurance business now consists largely of individual life insurance through the life insurance and home service (lower end customers) operating segments, which contributed about $800 million and $400 million of pre-tax earnings in 2007. | 0 | neutral |
More recently, STI is down 1,600 people year on year, or a 6% decrease. | 2 | negative |
The second chart shows the same analysis using revenues restated in 1995 dollars. | 0 | neutral |
Relative valuation remains compelling, and we reiterate our Buy rating and $60 price objective.. | 1 | positive |
Cendant is present in roughly 22 countries and offers approximately 53,000 leisure accommodations, including houses, villas, bungalows, caravans, cottages and condominiums. | 0 | neutral |
Some of the segments offer opportunities for significant revenue growth. | 1 | positive |
� The proposed preferred scenario is for China Telecom to acquire China Unicom's CDMA network while China Unicom's GSM network gets merged into China Netcom. | 0 | neutral |
This change in direction was spurred by the ongoing weakness and lack of visibility within the optical infrastructure market as well as relatively more robust market opportunities that appeared in adjacent telecom equipment markets. | 2 | negative |
In the first six months, this business generated $405 million in revenues, about 2% of total. | 0 | neutral |
We expect that Harrah's 200-room hotel that should open in 4Q99 can only positively impact its market share and gaming revenue growth. | 1 | positive |
In 1998 and 1999, Lexington designed new coverage for the alternative staffing industry, as well as specialized coverages for schools and public entities, law firms, investment banks, insurance brokers, accounting firms, architects/engineers and other professional organizations. | 0 | neutral |
The non-consolidated Internet investments are amortized below the income from operations line. | 0 | neutral |
Outlook for the Balance of 2004 We are now projecting losses for the balance of the year with the expectation that comps may not turn flat or positive in the 2nd half of the year. | 2 | negative |
By way of background, in terms of enhancing value, the Carl Icahn investor group has focused on two major initiatives: 1. Enlarging TWX's current $5 billion share authorization to $20 billion 2. Fully spinning off Time Warner Cable With respect to the former, we agree that increasing leverage to repurchase stock is a s... | 1 | positive |
In under 5 years, Apple has shipped 50 million iPods.. | 0 | neutral |
The company also reiterated its goal to begin shipping 45nm products in mid-2008, but declined to provide any specific on mix, either by product or process node. | 0 | neutral |
In addition, the bank will avoid prosecution if it remains in compliance with the terms of the deal for a period of three years. | 0 | neutral |
JPM's Lennox analyst (Curtis Woodworth) sees LII as a potential takeout candidate as well. | 0 | neutral |
Recommendation Given the uncertain IT spending environment for enterprise software, the seasonally weak third quarter, intensified pricing pressure from Legato, concern over the progress of leveraging the Precise acquisition, and the fact that our 12-month pricetarget of $19 does not provide much upside potential, we a... | 0 | neutral |
We believe Google continues to gain share, and as such, believe our query volume growth estimate of 11% may prove conservative. | 1 | positive |
Further, many drugs in Abbott's portfolio are the result of the company's numerous alliances. | 0 | neutral |
Similarly, Europe is experiencing a surge in outsourcing activity, resembling the North America of four years ago. | 0 | neutral |
In May 2007, ConvaTec received a statement of objections from the Italian competition authorities, whereby the authorities alleged that four medical device companies, including ConvaTec, acted in a concerted manner with regard not only to the Ferrara tenders, but tenders or pricing discussions in three other regions an... | 2 | negative |
The quarter reflected a tough comparison with the first half of 1999, which had benefited from lack of meter migration and PROM revenues. | 2 | negative |
We estimate that US corn refining utilization rates will increase by just over 250 basis points and bring US utilization rates to 85.5% in 2006 from 83% in 2005. | 1 | positive |
We believe Atom's key advantage is manufacturing leverage and the low cost structure to compete in the price sensitive handheld space. | 1 | positive |
AFL: AFLAC FAB Takeaways AFLAC hosted its 2007 Financial Analysts Briefing on May 24th at the Mandarin Oriental in New York. | 0 | neutral |
Financing: AEP assumes no equity issuance above $150MM / yr under the DRIP, with ~$500-600MM coming from hybrid securities. | 0 | neutral |
Commercial auto reported a 125% combined ratio with 28 points of large case losses due to severe, prolonged underpricing. | 2 | negative |
Partners with our environment Printed on recycled paper with soy-based ink. | 0 | neutral |
We emphasize that the change to quarterly EPS was solely due to AXP's guidance on charge-offs in Q4. | 0 | neutral |
Much of the premium growth in 1998 was in equity indexed annuities. | 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.