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This bone morphogenic protein could be an exciting growth driver for the company's spinal hardware business that could fortify Medtronic's leadership position in spinal hardware. | 1 | positive |
Included in that total were $3.9 billion of variable annuity sales, which were down 14% sequentially, in-line with guidance that 1Q04's pace was unsustainable. | 2 | negative |
Margin expansion at CBE's Tools & Hardware business (up 130 bps to 9.6%) stood out as a key positive surprise. | 1 | positive |
Financial Highlights Excluding $69 million from the partial sale of the company' Ieasing portfolio, sales s increased 14.7% from last year' $3.7 billion to $4.3 billion, slightly below our $4.3 s billion estimate. | 2 | negative |
We also include a DCF analysis, which yields a per share equity value of $78.72 based on an 18.0% stage-1 growth rate from 2009 to 2011, a 2.5% perpetual growth rate thereafter, an 8.6% WACC, and a terminal 2011 Unleveraged Free Cash Flow of $1,100.1 million. | 0 | neutral |
Maintain Buy, $55 Target Price: Early results encouraging - CCE operating margins 250 bps ahead of our forecast in Q403. | 1 | positive |
We are lowering our numbers to reflect a more conservative outlook. | 2 | negative |
In the interim however, with continuing headwinds from high raw materials, we are lowering our 2007 estimate $0.15 to $3.85, down 9%. | 2 | negative |
The acquisition pipeline appears to be fairly full, and OMC is still focused on making acquisitions, particularly in Asia. | 0 | neutral |
EPS net of one-time gains and charges grew 28% to $0.23 vs. $0.18 a year ago. | 1 | positive |
Our new 2Q05 EPS of $0.79 only includes the $0.05 benefit from reduction in malpractice expense.. | 1 | positive |
Strong margins were driven by much-improved 76.3% combined ratio in commercial auto, which accounted for 13% of total net premiums written. | 1 | positive |
HCA's long-term debt totaled $6.9 billion vs. $6.4 billion in the second quarter of 2002. | 0 | neutral |
Importantly, we maintain our 4Q02 and 2002 EPS estimates of $0.32 and $1.48, respectively. | 0 | neutral |
The revenue mix is shown at right: Much of the power amplifier business is generated in the Americas, while much of the filter business was generated in Europe.. | 0 | neutral |
Broadband connectivity products--in particular its DSX copper patch panels and fiber distribution frames--have historically generated approximately 30% of the company's revenues and well over 50% of its profits. | 0 | neutral |
Furthermore, we estimate Nabors could generate roughly $300-$400 million in free cash flow from operations over 2000-01 as its operations continue to improve. | 1 | positive |
NT: Wins Contract to Build IP Backbone for AT&T Wireless' Next-Generation Networks AT&T Wireless (AWE-$18-NR) announced yesterday that it has awarded Nortel an exclusive multiyear contract to build the IP backbone for its next-generation wireless networks. | 1 | positive |
Microsoft held a conference call to respond to the E.U.'s decision to impose a 497M Euros fine and require that MSFT share APIs with its server competitors and offer a version of the Windows operating system with Media Player unbundled. | 0 | neutral |
Fraud Protection and EFT EFT networks are also used to reduce fraud through services such as check electronification. | 2 | negative |
Part of the growth and margin expansion into 2006 should arise from higher international sales volume (where profitability is generally better) as well as amortization run-off (ES will benefit from much of Northrop's $80M+ lower amortization in 2006). | 1 | positive |
The top line was basically in line and lighter spending drove the upside. | 1 | positive |
Powerchoice also states that under a nuclear sale NMK would receive full recovery and return on its stranded balance. | 1 | positive |
How much operating upside is there for new sales and marketing management of Modelo to reap? Maybe a lot. | 1 | positive |
Growth in higher margin wholesome snacks and crackers appears to be compensating for the miss in cookies. | 0 | neutral |
The extra marketing investment this year should also start to bear fruit in coming quarters. | 1 | positive |
We are cautiously optimistic: While it is too soon to tell if Clear Channel's push will be successful, we believe it is a positive first step that the largest operator is taking steps to address a structural problem in radio, and we are cautiously optimistic that others in the industry may follow Clear Channel's lead. | 1 | positive |
Going out longer term, our EBIT growth between 2010 and 2050 is 4%, with a 2% terminal value growth beyond 2050. | 0 | neutral |
We remain cautiously optimistic that IMS Health will not be uprooted as the primary provider of market intelligence to European pharmaceutical companies and maintain our Buy rating.. | 1 | positive |
We further highlight that Cisco remains committed to its current buy back program and still has $10 billion remaining in the program. | 1 | positive |
BSX's EPS for this quarter last year ($0.06) pass this test.. | 0 | neutral |
It seems a bit strange to use the word "new" in describing Dow Chemical, a company that has been around for over 100 years. | 0 | neutral |
Company Name AdvancePCS[1] Express Scripts Inc.[1] Ticker Price Company Name Caremark RX Inc[37,80] Ticker Price. | 0 | neutral |
We believe the best growth opportunities are outside of traditional banking. | 1 | positive |
The business applications software market consists of solutions that automate the performance of specific business-data processing functions. | 0 | neutral |
We note that a somewhat lower tax rate than we had forecast was a roughly $0.03/share positive variance. | 1 | positive |
11% Withdrawal of A&P support retailers will `kill' peripheral brands by de-listing or Unilever will sell them. | 0 | neutral |
M&I's second quarter results came in largely in line with our expectations, with the exception of credit quality, which continued to positively surprise. | 1 | positive |
In Q1:07, this segment was 37% of Altera's revenues. | 0 | neutral |
We believe Gillette's shares were unduly punished yesterday after the company announced 2Q results. | 1 | positive |
In other words, all of those assessed are consigned to one of three groups -top, middle, or bottom. | 0 | neutral |
We forecast improving wireline and wireless spending trends and believe that LU's partnership with JNPR, coupled with improvements in its Accelerate VoIP portfolio, should enable the company to capitalize on the move from ATM/Frame Relay to IP within carrier networks. | 1 | positive |
Micron's tangible book value per share declined 5% QoQ to roughly $7.43. | 2 | negative |
While CSD growth has been strong, it is slowing somewhat (particularly in cities), and both bottled water and other non-carbs have eclipsed the CSD category in size and continue to grow dramatically (see Exhibit 6). | 1 | positive |
(HCA:NYSE) Strong Buy 1. Headquartered in Nashville, Tennessee, HCA is a holding company whose affiliates own and operate 184 hospitals and provide extensive outpatient and ancillary services. | 1 | positive |
The company completed an equity offer in June 1999 and used the proceeds (approximately $578 million) to pay down debt levels driven up by the Schneider transaction. | 0 | neutral |
In fact, it's the highest quarterly retention rate since the company began tracking that metric, in Q3:00.. | 1 | positive |
The company incurred exit and restructuring charges totaling US$74.2 mn (US$4.2 mn in 1Q 07). | 0 | neutral |
We believe that this step will avert some of the objections that could be raised by the European governmental authorities and ease the overall review process for a potential Lucent/Alcatel merger. | 1 | positive |
Defined contribution products are starting to take off. | 0 | neutral |
With the improvement in the outlook for growth and returns, Marathon now rests around the middle of the pack on most key metrics. | 1 | positive |
Key programs driving growth in non-GM revenue include the rampup of Nissan full-size truck business, the Chrysler LX launch, the Ford Mustang and Five Hundred launch, Jaguar S-Type, and Volvo S40/V50.. | 1 | positive |
InDesign continues to do well in bundled sales also, as Adobe's Design Collection (InDesign, Photoshop, Illustrator and Acrobat) grew 59% yr/yr in April, vs. growth of 56% in March and growth of 115% in February. | 1 | positive |
We note that the Pipeline segment has further upside possibilities with projects that remain under development and excluded from backlog, including the Ruby Pipeline and Northeast Passage projects.. | 1 | positive |
We believe there is very little value-added to investors as a result of this round of earnings � this is evidenced by the very short nature of all four (BSC, LEH, MWD, and GS) conference calls. | 0 | neutral |
Other public companies mentioned in this Bulletin: PerkinElmer Inc. (PKI � $9.21); Thermo Electron Corp. (TMO � $18.10); Varian Inc. (VARI � $29.79, Overweight). | 1 | positive |
Expansion of 30-40% not an unreasonable expectation. | 0 | neutral |
Bad: - Op margin of 12.1% fell short of our 13.0% est - Underlying residential volumes down (total U.S. in the segment only up 2%); deleveraging on residential construction and consumer businesses - Reset costs for storage business at big box retailers depressed margins by ~50 bps - Major new disposer product launch al... | 2 | negative |
The non-consolidated Dead Sea Bromine Group joint venture was originally expected to add an additional $20-$30 million in annual flame retardant sales for Great Lakes, and we estimate that its current contribution is approximately $10-$15 million. | 0 | neutral |
Yesterday, Microsoft announced their roadmap to unified communications by integrating various platforms such as VoIP, email, IM, and webconferencing, in the forthcoming releases of Communications Server, Communicator 2007, and Live Meeting in Q2 of 2007. | 0 | neutral |
First, KO's top five countries in terms of profitability generated close to 75% of global operating income that year, and second, a reported (including currency) EPS growth rate of 12-13% would prove challenging.. | 2 | negative |
Valuation Chubb is currently trading near its average priceto-earnings ratio of around 15x (see Exhibit 4). | 0 | neutral |
Suitable for multi-vessel repair and valve procedures. | 0 | neutral |
In the fourth quarter, the company repurchased 600,000 shares of the total approved 20 million shares repurchase program. | 1 | positive |
The main investment risk is the overall health of the global economy, although with particular interim risk exposure to the fiscal and geopolitical uncertainties in areas including,. | 2 | negative |
Gross margin of 52.1% was 150bps better than our expectation. | 1 | positive |
We expect that T will enter into a bundling agreement with DTV by EOY 2008 replacing T's agreement with DISH. | 0 | neutral |
Therefore, a logical question is: Is there an opportunity in the future for Aflac to experience another material increase in distribution power? In our opinion, there is, namely the planned 2008 entry of Japanese banks into the distribution of third-sector insurance products (e.g., cancer and medical insurance). | 1 | positive |
Beauty care looks to deliver 6.5% organic sales growth on nice volumes, against difficult comparisons on double. | 1 | positive |
In the large systems segment, the survey respondents indicated that APC had the premium product in the industry. | 1 | positive |
The first evidence that denosumab can reduce fractures comes from a 3-year trial in men on androgen deprivation therapy. | 0 | neutral |
Since the emission of radioactive particles is a random process, an outside observer cannot know with certainty whether the cat is alive or dead until the box is opened. | 0 | neutral |
Moreover, the investments made by the CME during 2Q06 - Nymex partnership, FXMarketSpace, and Swapstream - lay the foundation for this continued growth, in our view.. | 1 | positive |
The company also looks to continue to gain share from Beckman Coulter, as our Q2 estimates for Beckman call for flow cytometry sales to grow 8%. | 1 | positive |
However, compensation costs declined by $16 million. | 1 | positive |
This has become an even more intense issue now that the airlines, most of which are in financial distress, have gone to zero base pay. | 2 | negative |
Based on 2006 projections, DD trades at an EV/EBITDA multiple of 8.5x versus 8.4x for the average. | 0 | neutral |
Days in medical claims payable, excluding the AARP division of Ovations and the recently acquired operations from PacifiCare, decreased one day sequentially to 63 days. | 2 | negative |
Adjusted earnings growth could attract incremental investor interest. With the suggestion that the company will produce double digit earnings growth for the next three years, adjusted for integration expense and non-cash amortization charges relating to the slate of recent acquisitions, we believe investors will likely... | 1 | positive |
The DOJ has taken an extremely narrow view of the market � PIN debit at the point of sale. | 0 | neutral |
Recent films produced under such agreements include Deep Impact, Saving Private Ryan, and Titanic, which turned a $65 million investment by Paramount into worldwide box office gross of over $2 billion. | 0 | neutral |
But because SMB demand is the largest sector (35%), we estimate the first quarter growth rate in unit demand at 6-8%. | 0 | neutral |
Most active components are also included in T&NC, such as semiconductor lasers, 980 nm pump lasers, and various light-emitting diodes. | 0 | neutral |
Specifically, rising competitive pressures from Wal-Mart and discount department store chain Kohl's in key product categories, and significant product price deflation are two factors that are likely having an impact on Target's sales. | 2 | negative |
We believe Entergy's strong fundamentals warrant a larger premium to its peers. | 1 | positive |
First, this category typically contributes a greater portion to overall revenue in the early part of the year versus a greater mix of seasonal goods late in the calendar. | 0 | neutral |
Chemical volumes increased 7% thanks to a 6% increase in commodity volumes.. | 1 | positive |
Shares of HMA trade at about 9.2x our $450 million F2001 EBITDA estimate, at a discount to other non-urban hospital companies and at a discount to its historical valuation range. | 0 | neutral |
Management has been rightly, in our view, investing for long-term growth, but weak execution has left little room to hide. | 2 | negative |
Janus is subject to a variety of risks including market downturns, the increasing cost of distribution, and challenging fund performance, which could hinder future fund sales.. | 2 | negative |
We believe the majority of significant near-term capital expenditures are now behind Fossil, as we estimate that the company can double the current revenue base without need for additional office or distribution capacity. | 1 | positive |
Estimate revisions: We reduced our 2004 estimate to $1.62 from $1.80 and our 2005 estimate remains unchanged at $3.15. | 2 | negative |
Last week the Committee on Electric Restructuring voted to support the legislation which already had the support of the Governor (D), Attorney General (R), and the company. | 0 | neutral |
These investments are evidence of the shift in the corporate culture within AEP's organization and an indication of its "New Economy" transformation. | 0 | neutral |
The transactions will be accounted for as a purchase with goodwill totaling approximately $3.3 billion. | 0 | neutral |
For 2006 the delivery target is unchanged at 395 units, which represents a 35% increase from 2005. | 0 | neutral |
Based on the following, we are decreasing our 1Q05E to $0.67 from $0.80, 2005E to $4.55 from $5.90, and 2006E to $4.85 from $5.85: Increased incremental steel cost headwinds (e.g., now $100 million from previous $80 million), Likely higher tire input costs as the company switches over to a new supplier. | 2 | negative |
Another ongoing trial, the COMET study due to complete in the second half of 2006, is evaluating the strategy of switching patients from Combivir to Truvada. | 0 | neutral |
Upgraded to Buy on Aeroquip-Vickers Acquisition and Rebounding Semiconductor Equipment Bookings. | 1 | positive |
MedImmune hopes to develop the anti-IL-9 for maintenance use in both adult and pediatric chronic asthma. | 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.