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Asia does not represent a great amount of their exports in either one of those countries, so they're somewhat cushioned there. | 0 | neutral |
Liz has been pursuing licensing agreements in order to leverage its brand recognition. | 1 | positive |
The specter of reinsurance recoverables from non-life reinsurers. | 0 | neutral |
Community Banking: Even though 80% of its revenue growth during the recession has come from selling more products to its existing customers, there is still significant wallet share to be had. | 1 | positive |
Store operating profit was down 4.1% for the quarter, reflecting higher expenses associated with a greater number of new stores in Office Depot's store base. | 2 | negative |
Macro Environment Poses Limited Risk to EPS Growth. | 1 | positive |
We've written much on the developing situation at UAL and how it will likely impact the stocks under our coverage, including Delta; and this section is for investors not following the. | 0 | neutral |
Rating and Price Target History for: Akamai Technologies, Inc. (AKAM) as of 06-29-2007. | 0 | neutral |
The price per physical case of 2 liters is higher than the price per physical case of cans, while on a unit case basis (ounces), 2 liter's mix impact is less beneficial. | 0 | neutral |
Quarterly EPS was $0.58 for the quarter ended September 2004 versus $0.48 for the same period last year. | 0 | neutral |
Investor Day Preview: Implications of a Break-Up. | 0 | neutral |
Within the group of number two players we monitor or follow, the average relative P/E is currently 20-30 basis points below the three-year historical average for the same group of stocks. | 0 | neutral |
Exhibit 4 Premium Regular Segment Trends in Supermarkets -- YoY Volume Growth. | 0 | neutral |
Overall, compensation levels are closely tied to the character of the client and the particulars of their marketing program. | 0 | neutral |
� Despite our preference that DRI not make an acquisition, the purchase of RARE is interesting. | 0 | neutral |
We believe the specialty product distribution channel and the defensive nature of pet food products will allow CL to pass higher commodity costs on to consumers. | 1 | positive |
Riverboats in Louisiana are taxed at 21.5% of gross gaming revenue this was increased from 18.5% in 2000. | 2 | negative |
Home sales revenue increased 30% on a 19% increase in deliveries and a 9% increase in ASP. | 1 | positive |
In a review of SangStat's pipeline, additional information on RDP58 was provided. | 0 | neutral |
forward (through its suppliers) when the have some concerns about future availability. | 2 | negative |
In February 2002, Hobart and Traulsen announced the consolidation of their refrigeration product lines under the Traulsen brand name. | 0 | neutral |
Geek Squad, in particular, could become a very high margin business down the road as the company leverages the infrastructure that it is continuing to build. | 1 | positive |
We note that we have lowered our public market discount estimate to 10% from a prior 15%, as we believe that ALLTEL's ability to quickly implement cost-based synergies from the 360 transaction reduces the overall risk profile of AT shares. | 1 | positive |
In particular, we expect only modest worldwide sales growth from the company' two largest divisions, Scimed and MediTech (BS Vascular). | 2 | negative |
Uniprise revenue was $10 million higher than we had projected. | 1 | positive |
M arketbeating growth should be sustainable as the Kappa 900, launched late in the third quarter, gains acceptance and the AT500, which incorporates a treatment for atrial fibrillation, is commercialized. | 1 | positive |
The following disclosed European company/ies have estimates that comply with IFRS: HLB.AT, SAB.L. | 0 | neutral |
This compares with a pro forma operating margin of roughly 25% in the second quarter a year ago. | 0 | neutral |
KEY POINTS: - Raising NIKE Target to $68 from $54 - Global Cult Stock Beloved by Institutions - Recent Momentum Not All on Fundamentals - March-July Futures S/B Down 2% - NIKE Has 44 Shoe Colleges of the Top 64 - Buy on Dips Reiterating Strong Buy DETAILS: We are raising our target price on NIKE to $68 (from $54) but m... | 1 | positive |
More important, flat overall growth was offset by strong growth in online bookings and non-air bookings. | 1 | positive |
Our corresponding FAD estimates are $2.21 and $2.50, respectively. | 0 | neutral |
Cash flow is typically negative in Q1, so we are encouraged by the result. | 1 | positive |
In 2004, Jabil was the sixth- largest global EMS provider with just under 6.5% market share, the smallest of the tier-I EMS providers. | 0 | neutral |
JNJ originally licensed the rights to the first-generation EPO product. | 0 | neutral |
This 344 basis point better-than-expected margin performance resulted in the penny upside, despite a shortfall in sales of approximately $512 million. | 1 | positive |
The Diagnostic Systems business posted sales of $149.2 million, down 3.4%. | 2 | negative |
Big Three brands are losing market share and are experiencing declining warranty work. | 2 | negative |
SBC provides telecommunications services through two main subsidiaries, Southwestern Bell and Pacific Bell. | 0 | neutral |
Specifically, in CIGNA's stronghold - national employer accounts - UnitedHealth continues to gain huge swaths of new business and both Aetna and Humana have recently shown strength. | 1 | positive |
We believe Jabil has earned the benefit of the doubt in terms of execution for this sort of minor deviation from expectations. | 1 | positive |
13) Share repurchasing will be 3% of total outstanding shares. | 0 | neutral |
This was a strong quarter for Biaxin due to the unusually late flu season. | 1 | positive |
Volumes fell 4%, with declines in North America and PST offsetting gains in South America, Europe and Asia. | 2 | negative |
Pro Forma EPS is expected to be $0.20-$0.22, which excludes any Oracle-related costs, which is expected to be $10M-$12M. | 0 | neutral |
(1) Quarterly totals may not add due to rounding.. | 0 | neutral |
The company also reiterated targets for all of its regions with the exception of PAG which is now expected to be worse than the $300-$600 million previously expected. | 2 | negative |
Guidant's CONTAK TR product does not include ICD backup and is similar to the InSync. | 0 | neutral |
Risks to our price target and investment thesis include weak FluMist launch/sales, weak Synagis sales, and negative clinical data from any of MEDI's pipeline products.. | 2 | negative |
Additionally, the company has committed to a share repurchase of $3.0 billion, beginning in the second quarter, which will be completed over the next 12 months. | 0 | neutral |
These two segments comprised 11% of revenues and 6% of segment operating profit in 2006, and we believe they are poised for explosive growth in 2007 and beyond. | 1 | positive |
We recommend investors purchase shares of FNM at current levels.. | 0 | neutral |
Over the longerterm, we believe Tiffany will continue to take market share through innovative product design, superior merchandising, a disciplined store expansion program, increased internal manufacturing, and a highly focused marketing strategy.. | 1 | positive |
Our sum of the parts valuation range on the shares moves up on the cash infusion from the asset sales and financing by $1/share to $3 - $ll from $2 $10. | 1 | positive |
The company estimates that half of the patients currently receiving Neupogen can potentially be converted to Neulasta. | 0 | neutral |
The company indicted that they expect revenues will be slightly lighter than they had previously expected but maintained their bottom line guidance of $1.55 - $1.62. | 2 | negative |
The weakness in the Mexican peso negatively impacted KMB's equity earnings by approximately $7-$8 million. | 2 | negative |
We reiterate our BUY rating on CLX trading at 18.9X our CALENDAR 2006 EPS estimate of $3.17, a 20% premium to the market.. | 1 | positive |
Every 5-6 years, PBG incurs an additional week and given this, management is currently considering the option to reinvest these profits back into the business. | 0 | neutral |
Margins were slightly better at 12.6% versus our 12.5% forecast. | 1 | positive |
On balance, many of the other fundamental factors that supported the market in 2004 -- tight refinery capacity and disproportionate growth in demand for light-end refined products, for starters -- are also expected to persist in 2005. | 0 | neutral |
1996 Cash flows from operating activities: Net income Depreciation & amortization Other, noncurrent assets/liabs. | 0 | neutral |
Believe me, I am pressured every, every month to make sure that the quarter comes in. | 0 | neutral |
However, we note that even this 1/40,000 metric may be overstated given that a portion of the 105,000 post-recall units were not manufactured with the enhanced laser positioning. | 0 | neutral |
Wachovia announced today the sale of its banking operations to Citigroup for $2.2 billion, leaving Wachovia Corp. (Retail brokerage & Asset Management) as an independent publicly traded company. | 0 | neutral |
Financial Ratios and Conclusions In the first six months of FY 2005, CAH management completely reversed its earlier course of increasing debt levels. | 0 | neutral |
Based on Plum Creek's current 4.6% yield, we estimate that investors are really getting an effective yield of 5.7% (110 basis points over the current yield) due to the lower tax rate. | 0 | neutral |
In FY04 Solectron had $1.1B of revs from Nortel, and in FY05 it was basically the same. | 0 | neutral |
Our Take: The contract will allow Textron to stabilize production plans, providing the certainty to order long lead time items and set up schedules to maximize efficiency to drive profitability at a lower cost. | 1 | positive |
This will result in a 45% ratio of debt to total capitalization at closing and estimated cash on Duke's balance sheet of $2.3 billion based on Jefferies forecast. | 0 | neutral |
Given Google's history, these estimates are subject to upward revision (for example, one year ago our 2006 EPS estimate was $7.45 and it now stands at $9.95). | 1 | positive |
Below the line spending in R&D and SG&A has gone from 42.2% of sales in FY03 to 29.8% today. | 0 | neutral |
Based on the framework agreements with turbine manufacturers, and assuming suitability across multiple sites, FPL is able to substitute a distressed asset for a new one, using the turbines originally procured from OEMs for other projects. | 1 | positive |
The declines in GSM were a result of market share losses in Europe (app. | 2 | negative |
This initiative deals with two key issues: 1) rejects due to "drug not covered"; and 2) CVS in-store pickup. | 0 | neutral |
This is cheaper than building an entirely new fab. | 0 | neutral |
Fleet operates a full service bank that includes cash management, trade finance, and investment banking for corporations and manages one of the five largest mutual funds for consumers and institutional investors. | 0 | neutral |
From a performance perspective, trend lines remain favorable. | 1 | positive |
The company' operations are highly dependent on Medicare and managed care plans for reimbursements and could therefore be subject to pricing pressures, which could negatively impact margins.. | 2 | negative |
As Tamiflu is the only drug approved to both treat and prevent influenza, we believe Gilead has a strong chance of signing an agreement with a new partner for ex-US sales if the agreement with Roche is terminated. | 1 | positive |
We recognize that there are many other factors that could affect the revenue growth in this area, however, the chart above is meant to provide a directional look at the company's personal tax business. | 0 | neutral |
The Japanese tire maker is making a comeback from its travails of the past few years, and seems intent on returning to its original growth strategy in N. America. | 1 | positive |
Tough Olympic comps played a role as national publishing advertising fell 8.2%. | 2 | negative |
Similarly, we feel that our 2Q05 EPS estimate for Weyerhaeuser is in okay shape, despite the company's exposure to both brown boxes and white paper, given a slightly different product mix (more agriculturefocused), less downtime taken, and greater exposure to wood products and homebuilding markets that have, we think, ... | 1 | positive |
This customer had already partnered with an Avery competitor for a large part of its business. | 0 | neutral |
Entergy could also be vulnerable to concerns over a potential terrorist attack, especially with regards to its Indian Point facility, the closest nuclear facility to New York City. | 2 | negative |
Operating profit in the segment was up 3%, to $100 million, as the margin slid a bit to 14.7% from 14.9%. | 1 | positive |
Date 09/26/2002 Change Type Closing Price 30.96 Rating SU Price Target None Coverage Joseph Altobello, CFA. | 0 | neutral |
If we have to sum up these issues in one sentence, it would be Kohl's has yet to fully come to terms with a changing retail competitive environment. | 0 | neutral |
Two studies, one from the Arizona Heart Hospital (102 patients) and one from the Cardiovascular Institute of the South (CIS; 89 patients), showed 12 month patency rates of 80%. | 0 | neutral |
Home Depot, due to its more commodity and contractor merchandising approach appears better positioned to gain share in the pro business. | 1 | positive |
We expect weakness to continue in this business for the near term, as pharma research spending has been constrained recently and continuing larger mergers in this industry should exacerbate this trend. | 2 | negative |
Our new EPS estimates are $3.20 and $3.87, respectively. | 0 | neutral |
Most importantly, the Florida Public Service Commission has approved all of these projects and their projected construction budgets. | 1 | positive |
Price Target: (12 months) for (ADI) Method: To arrive at our price target of $45 for ADI, we used a multiple of our CY06E Operating EPS estimate of $1.58 to arrive at an appropriate share price. | 0 | neutral |
These four partners cover 98% of Compaq' North s American commercial volume. | 0 | neutral |
The merchandise is classic but with some eye-catching style elements extending across ready-to-wear to shoes and accessories. | 1 | positive |
Companies not covered by Salomon Smith Barney Inc., are First Call consensus estimates. | 0 | neutral |
Turns equaled 6.1x in the quarter vs. 5.7x in the corresponding year-earlier period. | 0 | neutral |
We expect results to be fairly stable at Harrah's North Kansas City throughout much of 2003, until Argosy opens its new $105.0 million barge project. | 0 | neutral |
The company remains one of our favorite names in the software space. | 1 | positive |
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.