text stringlengths 47 679 | label int64 0 2 | label_text stringclasses 3
values |
|---|---|---|
CA's major announcement of the day was that it's changing its business model away from perpetual licenses to subscription based licenses. | 0 | neutral |
Gasoline margins are rarely as good as the company average; because gas margins were unusually good last year at this time, strong gas sales are the main reason that the underlying improvement in gross margins will not be evident in 1Q05. | 2 | negative |
Amgen also argues that this case meets the second requirement for controversy by having reasonable apprehension of a lawsuit. | 0 | neutral |
On January 19, 2001 SUPERVALU, currently the largest distributor of food products to grocery retailers in the U.S., announced that it ceased participating in the bidding process for Kmart`s business. | 0 | neutral |
We are adjusting our second half 2001 and FY2002 estimates to reflect. | 0 | neutral |
Under a shared services approach, support functions such as marketing, technology, manufacturing, planning, human resources, and health, safety and environment are integrated. | 0 | neutral |
ConAgra spans the food chain from commodities.... | 0 | neutral |
2) It reduces longer-term bankruptcy risk by avoiding a scenario where auto cash burn increases and retiree healthcare cost inflates simultaneously 3) It takes out some cost gap versus foreign rivals 4) It makes it easier for investors to value GM's equity and allows equity holders to benefit from international growth ... | 1 | positive |
Gross margin came in at 40.3%, down 230 basis points year-over-year and 150 basis points sequentially. | 2 | negative |
Carbide' glycol presence in the world is hard to miss, with its 17% share of the global s capacity and more than 25% of the U.S. capacity. | 0 | neutral |
We have set a $55 target price, which implies an ETR of approximately 20% from current levels.. | 0 | neutral |
We now forecast September and December quarters comps of 6.0% and 4.2% versus our prior 5.1% and 3.8% expectation. | 0 | neutral |
� RIA (Rich Internet Applications) evolving rapidly � traction here via leverage of toolset could be early indicator Adobe platform on track to be industry standard. | 1 | positive |
In Exhibit 7 we provide a summary of current valuation metrics in our coverage universe, and the broader electronics supply chain.. | 0 | neutral |
Thus, TurboTax's YTD through 4/17/07 volume growth of 5% is likely within the neighborhood of the blended average for the industry. | 0 | neutral |
3Q02 vs. our and the Street's consensus estimate of $0.04 per share. | 0 | neutral |
The likelihood that AFCI's Verizon and Sprint contracts, which were expected to be exclusive, could be open to second source competition. | 0 | neutral |
We believe AT&T Wireless's balance sheet and operational leverage make it attractive at current levels. | 1 | positive |
CC needs to report a 7% comp or better in November to hit our Q3 sales forecast, and we do not anticipate any problems in its doing so, given the healthy tone to business. | 1 | positive |
In F3Q03, by comparison, revenues grew by 8.3%, compared to expense growth of 2.4%. | 1 | positive |
Were the market to undergo a correction, we believe Masco would likely have less downside potential than the S&P 500, considering its larger-than-historical-average relative discount. | 1 | positive |
Such a valuation reflects a 35% premium to the currently prevailing 2007 earnings multiple of the S&P 500 index, and contrasts sharply with the market multiple valuation assigned historically to the domestic/regional oil majors. | 0 | neutral |
We maintain that the key metric to monitor is operating. | 0 | neutral |
(The company's total authorization currently stands at 33 million shares.) Figure 5 illustrates AFL's continued earnings strength.. | 1 | positive |
That said, Figure 57 provides a graphical depiction of EMC's fixed COGS over the past several quarters. | 0 | neutral |
After averaging 2.3% in 1994-96, productivity (net of inflation) jumped to 5.3% in 1997 and is expected to improve to 6% in 1998, equal to $33 million. | 1 | positive |
Since consensus is generally not factoring in a industry downturn in'05, we believe TXN can trade up to $36 off of more bullish '05 estimates.. | 1 | positive |
This is below the three-year and five-year historical average premiums of 50%. | 2 | negative |
The success of a Linux distribution hinges on hardware and software certification, support, training, and pricing. | 0 | neutral |
Management is working to turn around the asset management business, which has been able to offset some of the pressure on assets and revenues through improvement in equity market valuations. | 1 | positive |
This trend also bodes well for KLA, products of which are geared for producing error-free reticles.. | 1 | positive |
The table below indicates the number of jobs Chrysler and GM have in markets PNC serves; note that these are factory jobs only and do not include white-collar jobs. | 0 | neutral |
Other Investment Products: Earnings were $15 million versus $9 million a year ago, up 67%. | 1 | positive |
International stent sales of $31 million, down 18%, came in exactly in line with our forecast. | 0 | neutral |
Furthermore, we expect continued selected business divestitures to allow additional debt repayment and share repurchases, both of which have materially aided reported results. | 1 | positive |
We look for Sears management to explain its credit business in great depth at its February 18, 1998 analyst meeting in New York. | 0 | neutral |
The company launched the Accura dialyzer last year for the acute renal market to treat renal-failure patients in the hospital setting. | 0 | neutral |
The growth in new business is tempered by negative currency comparisons (Latin America) in the first half and our expectation that Dana's customer mix will stay negative this year. | 2 | negative |
SLE number three in Europe, but enjoys strong share in regional markets. | 1 | positive |
AMG 162 is a fully human monoclonal antibody to the key ligand of Receptor Activator of NF Kappa B (RANK-ligand). | 0 | neutral |
Gilead has a solid HIV franchise and a proven management team that has consistently managed solid revenue growth and EPS gains over the last several years. | 1 | positive |
The debt ratio now stands at 28%, vs. a group target of 30%. | 0 | neutral |
Management guided 2007 total operating expenses at $1.08-1.12B, excluding stock option expenses (approx. | 0 | neutral |
Combined, these items increased reported net income by $21mn or $0.18/sh. | 1 | positive |
Gross margin and strong top-line improvement at VS and continued expense reductions at BBW carried the results and offset the weaker Apparel division sales and operating margins. | 1 | positive |
Excluding a combined 18 cents per share in benefits from insurance recoveries, gain on Conrail property, and a tax settlement, earnings from continuing operations for the quarter came in at $0.57 per share--2 cents ahead of our forecast and in-line with consensus. | 1 | positive |
Risks to EFX achieving our fair value include: a slower than expected macroeconomic environment, constraining demand for consumer credit reports; a larger than expected. | 2 | negative |
For 3Q04, 3M sees EPS of $0.97, below First Call's current $0.98 estimate, and volume growth of 5-7%. | 2 | negative |
Reimbursements are based on a large amount of demographic data, including average incomes within geographies and the typical procedures performed at a given hospital. | 0 | neutral |
Main international growth opportunities include northern Asia (China, Taiwan, Korea, Japan), Western Europe (especially Germany), and Eastern Europe. | 1 | positive |
How should investors think about valuation? What is a good comp set? How can you justify the company's premium multiple when leisure companies are selling at a steep discount to the S&P?. | 0 | neutral |
All four main business lines appear poised for growth, and it was very evident how well the businesses interact in order to deliver superior EPS growth. | 1 | positive |
The average annualized volume for these 32 new clubs was $57 million compared to $55 million for the 21 new units that were the class of FY 2000. | 0 | neutral |
Gap faces increased competition from companies including Kohl's, Target, Abercrombie, and American Eagle. | 2 | negative |
First, book retailers BKS and BGP reported tepid holiday comp-store sales of 0.1% of 1.9%, respectively, despite significant promotional activity. | 2 | negative |
The company's geographic diversification provides overall earnings protection when specific markets face periods of tougher pricing competition, such as the company is currently experiencing in western Pennsylvania. | 1 | positive |
*** The company will host a conference call at 8:30 am EDT this morning, the call-in number is 888-423-3268.. | 0 | neutral |
There is little doubt that BFI needs to cut costs further. | 2 | negative |
SGP raised the price (WAC) of Clarinex in the U.S. by 9% over the past 12 months (no change in the quarter). | 0 | neutral |
In 2000, SLM recognized $24 million in student loan income from amortizing the upfront payments received from the sale of floor revenue contracts on the company's on-balance-sheet student loans. | 0 | neutral |
More importantly, on a sequential basis, results came in modestly ahead of our original expectation as the declining revenue trend began to moderate and the bad debt and "other" expense ratios moved lower between 4Q03 and 1Q04, giving rise to a 23% increase in EBITDA during this timeframe. | 1 | positive |
Both the Victoria Secret Stores businesses (VSS) and Bath and Body Works (BBW) divisions are doing extremely well. | 1 | positive |
In terms of rent rolldown, San Francisco (-38%) and San Jose (-30%) are forecast to report the largest declines. | 2 | negative |
2005 Guidance Unchanged, 2006 Upside Reflects MOND Accretion STZ reiterated full-year EPS guidance of $2.62-$2.67. | 1 | positive |
We are maintaining our Hold rating with a $17 price target (16x our 2003 EPS estimate of $1.08).. | 0 | neutral |
In the recent quarter, BT saw its noninterest costs before restructuring charges increase only 6 percent from a year ago, a solid improvement. | 1 | positive |
Technology / Communications Technology AAPL - M - M. Rating and Price Target History for: Apple, Inc. (AAPL) as of 04-23-2008. | 0 | neutral |
4. NO COMMENT ON BRIDAL BUSINESS BUT IT SOUNDS LIKE SALE IS DELAYED Last quarter, management said they expected to announce a sale of the bridal business in Q3 and hoped to close on a transaction in Q4. | 2 | negative |
The data show that KGF decreases the severity as well as duration of mucositis. | 1 | positive |
The expense ratio improved 4 basis points to 8.2% of total revenues (sales and fee income). | 1 | positive |
For calendar 2004 and 2005, we are forecasting revenue and EPS of $348 million/$0.32 and $423 million/$0.43, respectively. | 0 | neutral |
In our view, some of the ideas described on the conference call represent a good start towards leveraging some of its strengths as one of the largest IT companies in a way that SMB customers will appreciate. | 1 | positive |
Investors should remain cognizant that Microsoft often draws attention, in the form of antitrust lawsuits, when it incorporates applications that are currently provided by third parties. | 2 | negative |
We Are Trimming Our Target Price To $3.75 From $4.25 Reflecting Market Valuation Changes And Concerns Around Wireless & Pension Accting � Maint 2S Hold Rating. | 2 | negative |
Interest expense Interest (income) EBT from cont. | 0 | neutral |
The company's core category continue to be weak which puts more onerous on its non-carb portfolio to deliver guided volume growth. | 2 | negative |
Company Description: UnitedHealth Group is a leading managed care company with owned health plans, as well as an extensive line of specialty businesses, managed network-based and indemnity plans.. | 0 | neutral |
As Figure 4 illustrates, service gross margins fell 280 basis points sequentially to 40.1%.. | 2 | negative |
Additionally, if these investigations continue over a long period of time, they could divert the attention of management from the day-to-day operations of Guidant's and our business, impose significant administrative burdens on Guidant and us and result in additional compliance or other costs. | 2 | negative |
While management continues to expect an eventual reversion to the mean (high single digit annual growth) the robust liquidity seeking commercial real estate investment � especially globally � continues to support strong year over year growth, with no clear sign of a slowdown. | 1 | positive |
Meanwhile, prior period results exclude 9/11-related recoveries of $191 million pretax ($0.12 per share, after tax) in 3Q02 and $61 million pretax ($0.04 per share, after tax) in 2Q03. | 0 | neutral |
The market's greatest concern on this subject is the card portfolio where losses have increased with the bankruptcy law change and the aging of the overall portfolio. | 2 | negative |
dental produces 300 mmcfd (net ownership) of gas from that field, mainly from ongoing blowdown of the field's gas cap (see Exhibit 1), which means reducing reservoir pressure in favor of gas production. | 0 | neutral |
Adding the $36 per share valuation for the P&C operation and a potential $5 one-time dividend for the life company gives our $41 price target. | 1 | positive |
In contrast to Sears and other retailers, Dayton Hudson has always been more prudent in its lending standards and has a stronger infrastructure to support its growth. | 1 | positive |
This strong top-line growth offset higher marketing expenses associated with several theatrical releases such 4. . | 1 | positive |
We're assuming additional cost cuts will make up some of the difference Although we've reduced our Lipitor forecasts, as we have been indicating for some time, we still model high single digit U.S. growth, which assumes a meaningful resumption of growth in the category 2H of the year, given loomiong competition from AZ... | 0 | neutral |
On February 2, the board of directors authorized the company to repurchase $300 million of shares. | 0 | neutral |
Even after removing Informatica from the table, this average only drops to 149%, still way above Oracle's five-year average of 23%.. | 1 | positive |
Founded in 1988, MedImmune went public in 1991 and has subsequently conducted two secondary equity offerings. | 0 | neutral |
Remember that when the major correction of valuations in the networking sector occurred in the first quarter of the year, everyone was still hoping for some initial recovery in the second half of this year. | 0 | neutral |
-- Print EBITDA was $348m, $20m below our $368m on disappointing ad momentum. | 2 | negative |
We expect some improvement in F03, now that Sun is through its roll-out of UltraSPARC III. | 1 | positive |
North America volume growth was up 5%, as we forecast. | 1 | positive |
The company expects exceptionally weak market conditions to continue through the next 18 months, with home starts of about 900,000 units in 2008 and slightly under that level in 2009, before seeing some recovery in 2010. | 2 | negative |
In the case of Korea, the country's largest chaebol has cut their gearing levels down from 400%-plus prior to the crisis down to 230% currently (if the government used the earlier, less rigorous, definition for debt the amount would be 180%). | 0 | neutral |
Since 2002, the company has extended the duration of the client funds portfolio, reducing the company's exposure to declining short term interest rates. | 0 | neutral |
Coke also actively looked for consolidation leadership from bottlers who accepted the disappearance of perpetual franchise terms and fixed concentrate fees in their agreements. | 0 | neutral |
If CVS were to return to a 30% discount to WAG, this would imply a 16x 2004 P/E or $35/share.. | 0 | neutral |
Currently, peer publishing operators trade at over 7.0x consensus 2009 estimates. | 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.