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However, margins did not "breakout" and fwd EPS guidance looked confusing. | 2 | negative |
Debit cards, including PIN- and signature-based cards, are an increasingly popular payment mechanism at the point of sale. | 0 | neutral |
greater critical mass, we ascribe a multiple slightly below its peer group average, of 15.0-20.0x. | 0 | neutral |
In our view, WorldCom is a good way to play the exponential growth of the Internet among the large, established telecom players. | 1 | positive |
The focus of the presentation was on the drivers that should allow DF to post long term EPS growth of 8-10%, both from the Dairy Group and from the WhiteWave unit (which should contribute 25% of EBIT by FY07). | 1 | positive |
We remain Outperform on EXC and NRG and our DCF- and NAV-based target prices remain unchanged at US$82 and US$42, respectively. | 1 | positive |
Note that we expect a mild rebound in EBITDA margin for the full-year 2001 to 31.4% up from 30.0% in 4Q00, as we expect 4Q00 costs to include higher-than-usual expenses for retention packages. | 1 | positive |
We believe Time Warner Cable will be the most active acquiror. | 1 | positive |
Since 1995, the Company has witnessed its QuickBooks customer base increase nearly six-fold to roughly 2.9 million registered users, adding more than 500,000 small businesses during FY00 alone an astounding 1,400 per day. | 1 | positive |
We believe these issues are likely to continue to pressure the stock over the near term.. | 2 | negative |
Importantly, some of this cost should be mitigated by cost savings that are expected to ramp up to $2 bn annually as GM re-sources parts to lower cost suppliers. | 1 | positive |
Operating margin trends and prospects, however, are very encouraging, and we see strong upside potential to this metric. | 1 | positive |
Midwestern and Texas markets likely getting weaker While Michigan has been in a one state recession for sometime, we feel that recent issues with the auto industry will only increase the pressure on Midwestern economies and delay any potential recovery. | 2 | negative |
Changing Price Target on UPS due to mechanics of JP Morgan Focus List. | 0 | neutral |
Net debt write-offs as a % of average receivables serviced were down to 6.1% vs. 6.4% during the same period last year, but grew 4.2% y/y vs. down 5% in 4Q05 and down 25% in 3Q06. | 0 | neutral |
Recently added leverage likely will sustain buyback.. | 0 | neutral |
This compares to CA's old method, whereby the company recognized and recorded the total value of the software revenue at contract signing. | 0 | neutral |
The Company also continues to increase local TV station VOD content in several markets to broadcast news, local sports and other programming just a few minutes after the original airing. | 0 | neutral |
From an industry perspective, over-spending on enterprise IT infrastructure during the 1999/2000 time frame may push-off normal levels of spending even after the economy recovers. | 2 | negative |
The company reported that over 800 physicians have initiated the reimbursement process for Amevive, out of a target of 3,000 dermatologists in the U.S. The reimbursement process was discussed extensively on the 1Q conference call, and the company provided an in-depth overview of the in-office Injectable reimbursement p... | 0 | neutral |
In dollars, selling and store operating expenses rose 24.7% to $1.3 billion; but they declined 17 basis points (17.80% versus 17.97% last year) as a percentage of sales, and were 9 basis points below our 17.89% estimate. | 2 | negative |
Below-the-operating line items did not meaningfully differ relative to our projection.. | 0 | neutral |
CFO decreased slightly in 2001 and we expect it to continue to decrease in 2002 from increases in working captital.. | 2 | negative |
One area, by the way, where the niche is going to be a huge opportunity for us is a product called DocuMatch--it's a large consult product where we have information personalized inside the envelope, we print the envelope, we print the contents, we print the inserts, we fold, we insert, we seal. | 1 | positive |
That amount is expected to reach $20 billion this year which is not easily overlooked. | 0 | neutral |
Table 5: eBay UK All Items New Today Week over Week Comparison. | 0 | neutral |
Management indicated that should current pension assumptions remain the same, then the estimated $1 billion in pension contribution for 2004 could be reduced by "several hundred million dollars". | 1 | positive |
Space and Aviation Control, representing roughly 25% of the company's 1997 revenues, manufacturers cockpit avionics, flight controls, and global positioning systems (GPS) products and traffic alert and collision avoidance systems (TCAS) for NASA, the U.S. Department of Defense, airports and airlines.. | 0 | neutral |
The Development Segment posted revenue of $8.8 million and EBITDA of $2.0 million. | 0 | neutral |
PGN currently has roughly $1 billion in deferred tax credits on its books related to the Earthco synfuel production. | 0 | neutral |
Not surprisingly, Pitney's U.S. mailing business experienced a noticeable slowdown at the end of the quarter as a result of the September 11 terrorist attacks. | 2 | negative |
International Sales Increased 13.7%; Earnings Rose 17.5%. | 1 | positive |
Publishing revenue and EBITDA were slightly below our estimates. | 2 | negative |
Millipore believes that the move to 0.18 microns will provide it with substantial benefits, but probably more in 2000 and 2001 than in 1999. | 1 | positive |
Incorporating a more aggressive AMD ramp at Dell than we had previously anticipated, we are lowering our Intel estimates to an 11% YoY revenue decline and $0.80, vs. our prior estimates of a 10% YoY revenue decline and $0.81. | 2 | negative |
A shift in marketing plans and client budgets, creative delays, and the approval process itself can wreak havoc on the most well planned operating budget. | 2 | negative |
PPG reported 3Q09 EPS before items of $0.91 vs. our $0.80 est., but commodity chemicals, U.S. auto OEM, and comm'l construction remain fragile mkts. | 2 | negative |
Operating Results AET reported 4Q03 results that were significantly better than our and consensus expectations, as a sustained moderation of medical cost trends drove 30 basis points of upside to our Medical Loss Ratio (MLR) estimate. | 1 | positive |
However we would not expect to see momentum in China or India to accelerate near-term. | 2 | negative |
This portion of ammonia capacity contributed $18 million to op. | 0 | neutral |
Assuming the company maintains its 12% market share in IPOs and follow-on offerings, as well as its 27% M&A share, the company could see a big jump in revenues (even factoring in a 45% decline in debt underwriting). | 1 | positive |
New production growth is dominated by Kazakhstan (mainly the TengizChevroil affiliate), Africa (Nigeria and Angola), and Venezuela. | 0 | neutral |
levels support cashless conversion, which could last for three-plus years. | 0 | neutral |
The company is pumping most of the added R&D into DSP research. | 0 | neutral |
By comparison, in the old model many of these business units were simply meshed by product with little connectivity between overlapping areas. | 0 | neutral |
However, the 10.4% margin was 90 basis points above our forecast and 120 bp above the likely low watermark of 9.2% set in FQ4 (9/97). | 1 | positive |
Exhibit 5 shows the change in CMA's deposit market share from 1998 through 2003. | 0 | neutral |
Most notably, in 2006, our EPS estimate is adjusted from $1.61 to $1.69. | 0 | neutral |
During 1Q, Clear Channel completed the acquisition of Ackerley's southern Florida outdoor division for approximately $300 million. | 0 | neutral |
Press release should be positive for CHK and natural gas prices.. | 1 | positive |
As a result, we believe it is necessary to re-examine our forward estimates for Disney's theme park division. | 0 | neutral |
(13) Excludes $82 million charge related to the closure of Bellingham plant closure and related $30 million in taxes. | 0 | neutral |
Lastly, by utilizing strategic business units, the company departmentalizes its workers to avoid conflicts of interest, meaning that an employee will service one specific client. | 0 | neutral |
For a more detailed discussion of how management sees the international units, see text below. | 0 | neutral |
We are raising our 2005 revenue estimate to $3,381 million from $3,271 million, our 2005 operating cash flow estimate to $1,472 million from $1,188 million, and our 2005 EPS estimate up to $0.54 from $0.49. | 1 | positive |
Verisign is on the cusp of an opportunity to double its earnings and cash flow generation over the next four years due to its domain name registry, SSL certificates and emerging growth businesses. | 1 | positive |
Its multibrand strategy provides it with a differentiated domestic growth and market share winning strategy, as evidenced by the strong unit volume gains. | 1 | positive |
Downside risks to our rating include: development problems on the 787 and 747-8 that result in delays, budget overruns, and/or higher recurring production costs; worse than expected defense performance; a resurgence of Airbus' competitiveness; and a global economic slowdown that results in an earlier than expected cycl... | 2 | negative |
This line of men's golf shoes has a highcaliber waterproof performance and a state-of-the-art customized fitting package that can accommodate a wide variety of individual fit needs and comfort preferences. | 1 | positive |
The trend in COS has been directionally consistent with sales growth in most quarters. | 0 | neutral |
Merck stated that its mAb is an IgG1 which should have improved antibody dependent cellmediated cytotoxicity (ADCC) compared with Pfizer's IGF-1R mAb that is an IgG2. | 1 | positive |
In addition, management reiterated its target of earnings growth of more than 30% for fiscal 2004 (we currently estimate 45% growth), and also introduced a new long-range target of compounded annual earnings growth in the double-digit area through at least 2007. | 0 | neutral |
Recall that most dialysis services and drugs are reimbursed as a single payment based on a composite rate set by CMS; Epogen and other injectables are excluded and reimbursed separately based on a proportion of the average selling price (ASP + 6%). | 0 | neutral |
there were about 1.4 mil shares (0.5% of o/s) purchased during July, reflecting a pick-up in buy back activity. | 1 | positive |
(See Exhibit 4.) To put this figure into context, the paid search market represented only 3% of the total $290 billion in U.S. ad spending in 2007, as compared with essentially 0% in 2000. | 0 | neutral |
The rig decision for Terra Nova is reported to be forthcoming in the next two weeks. | 0 | neutral |
The Careers International segment grew 62% YTY (50% YTY organic growth) and. | 1 | positive |
Gary #13 restart will proceed due to complexity of process. | 0 | neutral |
Pro forma EPS excludes amortization of stock based compensation and intangible assets, restructuring charges, and non-recurring items.. | 0 | neutral |
� In addition, the ALJ reaffirmed the continuation of the 90/10 sharing agreement and deferral of the $776 million cap level, both of which were also expected. | 0 | neutral |
The majority of this change comes from the hepatitis C franchise which we are lowering to $2.0B in worldwide sales in 2003 from our previous forecast of $2.3B. | 2 | negative |
This should continue to help stabilize margins as UST pursues category growth more aggressively. | 1 | positive |
MRK's superior financial flexibility should allow the company to sustain low double-digit EPS growth. | 1 | positive |
It is still difficult to make a strong analytical (left side of the brain) investment case. | 0 | neutral |
Memantine, however, is the same drug used in Forest's Namenda for Alzheimer's disease, and generic versions of Namenda could be available in the U.S. by April 2011 when the product's five-year Hatch-Waxman exclusivity expires. | 0 | neutral |
We continue to rate these shares Market Perform (M) with a target price of $32.. | 2 | negative |
Second-quarter earnings per share of $0.81 were 16% greater than year-earlier results of $0.70 and were in line with expectations. | 1 | positive |
Gross margin stabilization could be seen next quarter due to specific initiatives. | 1 | positive |
As in the past, we expect the company to provide a range for top line growth. | 1 | positive |
Neels joined the MDD division of Lilly in 1989 and held general management positions in the UK and Germany. | 0 | neutral |
Store Profile BBBY currently operates 407 Bed Bath & Beyond stores in 44 states, with stores typically found in suburban areas of midsize and large cities. | 0 | neutral |
We are maintaining our $8.00 target, which is based. | 0 | neutral |
We believe AGN would rather focus their efforts on their rich pipeline of specialty pharma products. | 0 | neutral |
The Other liability ratio declined from 7.9% in 1997 to 6.0% in 2000 and should decrease further to 5.6% by 2002.. | 1 | positive |
Service ARPU was $48.61, down 0.7% year-over-year, marking a significant slowing in the rate of ARPU decline seen in the past several quarters.. | 2 | negative |
The loan loss provision totaled $165m (vs our est $210m) which included NCOs of $116m or 0.90% (vs est'd $115m or 1.17%) and a reserve build of $49m (vs our est of $59m). | 0 | neutral |
The distilleries, located in Brazil, are expected to begin producing ethanol in 2010; Etanalc will provide Sempra Commodities with approximately 190MM gallons of ethanol annually once the plants have been operational for three years. | 0 | neutral |
Jude Medical would be able to exceed our estimate for its U.S. ICD business by $4 million, if it were able to pick up half of the share dropped by Boston Scientific. | 1 | positive |
We had pointed out goodwill charges as having the potential to put AN in breach of covenant but the magnitude was not large enough to do that (AN has approximately $200MM of headroom). | 2 | negative |
In fact, we believe de novo growth will drive near-term expansion both in the company's existing footprint and in Texas. | 0 | neutral |
Coca-Cola Enterprises distributes its bottle and can products to customers and consumers in the United States and Canada through license territories in 46 states in the United States, the District of Columbia and the 10 provinces of Canada. | 0 | neutral |
An increase to the cash flow guidance is also possible. | 1 | positive |
Combined with the strength in January sales and AFLAC's normal conservatism when providing guidance, we believe investors are likely to see surprises to the upside in 2004. | 1 | positive |
In H2 2006, ETN expects end market growth of 5-6% (strong commercial construction and power). | 1 | positive |
As we have highlighted, this sober management is going to do what shareholders want, and a significant buyback has started, $588m worth this quarter. | 1 | positive |
Given that 50% of the PLD business is turns we believe Xilinx' guidance is more prudent this early in the quarter. | 1 | positive |
PeopleSoft's goal is to leverage its positioning as a core transactional application backbone vendor to create portals and marketplaces for these e-commerce transactions. | 0 | neutral |
As an independent company making decisions that do not need to support a flagging long distance business of a larger wireline operator, we believe the company is in a position to grow aggressively and manage its business in a highly competitive market. | 1 | positive |
Looking forward, since the re-flagging began in fall 2006, we think this issue should be lapped over the next two quarters. | 1 | positive |
DTE Receives a Reasonable Staff Recommendation on its $416m Electric Rate Case. | 1 | positive |
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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.