text
stringlengths
9
681
label
int64
0
2
label_text
stringclasses
3 values
prompt
stringclasses
1 value
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.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or 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.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
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.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
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.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
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.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or 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.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
This strong top-line growth offset higher marketing expenses associated with several theatrical releases such 4. .
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or 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 AZN's Crestor.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
On February 2, the board of directors authorized the company to repurchase $300 million of shares.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Even after removing Informatica from the table, this average only drops to 149%, still way above Oracle's five-year average of 23%..
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Founded in 1988, MedImmune went public in 1991 and has subsequently conducted two secondary equity offerings.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
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.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
-- Print EBITDA was $348m, $20m below our $368m on disappointing ad momentum.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We expect some improvement in F03, now that Sun is through its roll-out of UltraSPARC III.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
North America volume growth was up 5%, as we forecast.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or 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.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
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%).
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Since 2002, the company has extended the duration of the client funds portfolio, reducing the company's exposure to declining short term interest rates.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Coke also actively looked for consolidation leadership from bottlers who accepted the disappearance of perpetual franchise terms and fixed concentrate fees in their agreements.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
If CVS were to return to a 30% discount to WAG, this would imply a 16x 2004 P/E or $35/share..
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Currently, peer publishing operators trade at over 7.0x consensus 2009 estimates.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We have recently seen some press reports from the union suggesting UPS and the Central States Fund have reached an agreement on a potential UPS withdrawal from the plan.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We believe the shares could trade at roughly 16x our 2009E EPS of $7.20.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
The company's hedging strategy has backfired in light of the current record domestic natural gas prices.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Service level agreements (SLAs) and quality of service (QoS) agreements raise the bar for information requirements about network performance.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Although we believe the stock is expensive in the near term, we continue to believe the stock will move higher as we approach the next-generation hardware cycle.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Summary of Operations and Financial Position, FY 1995-2002E.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Corn Processing We believe ADM's corn processing margins are improving.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
In order to drive productivity improvement, CIGNA is implementing a restructuring program and expects to record a charge in the first quarter of 2004.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Adding to Kodak's woes, competition from Fuji Film has stepped up dramatically, badly hitting Kodak's core film and photographic paper businesses.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Core carbon steel facilities are located in Burns Harbor, IN, Sparrows Point, MD and Steelton, PA.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
BK's valuation has improved dramatically since the merger with Mellon was announced last December, and relative to pure-play asset managers, BK has closed the valuation gap: at 17.0x next twelve months earnings, BK's forward P/E is in line with the asset management industry (Baseline data).
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We downgrade PX shares from Overweight to Neutral.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We would highlight the stay of the ITC's partial exclusion order pending appeal and a ruling that tentatively vacates the finding of willful infringement in the in the BRCM/QCOM case in Santa Ana, both of which have reduced the likelihood of an injunction against QUALCOMM's chipset business being enforced near-term.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Price target to $81 from $87 -- but reiterating SO rating.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
August units in the combined reseller channel (commercial resellers, retailers, eCommerce) declined 7% Y/Y.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
This business primarily provides lease/loan services for manufacturers but GE is expanding into inventory financing.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Initial markups were flat with last year in July and Gap continued to sell less merchandise at markdown than last year and to make a higher margin on the marked down goods it sold.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
*** Including a restructuring charge of $56 million of which $48 million was in COGS, $7 million was in SG&A and $1 million was in R&D.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Growth Drivers/ Organic production growth is among the highest for large-cap.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We feel the company's strong cash flow and high returns, and potential for sustained double-digit earnings growth warrant such a premium.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Oilfield Services / Energy RIG - O - M. Rating and Price Target History for: Transocean, Inc. (RIG) as of 06-09-2008.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
CIT is seeing some weakness in the equipment finance segment.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Bondholders should not have been surprised, therefore, by Entergy's $1.5 billion share buyback announcement as well as its recent 20% dividend increase, which we expect will have a negative impact on leverage.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Residential remains strong with some notable orders for small residential construction equipment such as concrete pumps..
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
For example, steep declines in equity capital markets (equity-price risk) generally hurt investment management (lower asset values hurt commissions), investment banking (less deal activity), and venture capital (more unrealized losses on investments and fewer exit opportunities).
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We maintain our Overweight rating and $35 price target on the DIS shares.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Risks that may impede the achievement of our price target include: If economic conditions were to deteriorate, thereby slowing consumer spending, our sales growth assumptions might not materialize and merchandise markdowns and SG&A pressure could increase, placing at risk our earnings estimates and our price target.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Our 2005 estimate is $2.08 EPS on $486 million net income, which is $0.09 above the FirstCall Mean EPS estimate of $1.99.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
This may be partially mitigated by an ease in competitive pressures from the fullprice channel over time.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
These estimates compare to our previous assumptions of $2.18 billion in revenues, $1.07 billion in EBITDA and $2.10 in EPS for 2002, and $2.31 billion in revenues, $1.13 billion in EBITDA and $2.32 in EPS for 2003.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
December 10, 2004 Information Technology Wireless Equipment.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
With an increasing percentage of revenue coming from bricks (38% in 4Q02) and an increasing percentage of design wins coming from di/dt products (44% in Q4), we believe new higher margin products will continue to drive revenues.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Our valuation does not take into account any greatly expanded presence in active optical components.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
On October 18th, the Ecuadorian government, proposed to move to a risk-based fiscal taxation program on IOC's in the nation.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Current price reflects a low 11% EPS growth rate.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We continue to believe that the company is currently undervalued.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
UA Independent: In our view, sales at United American Independent (which generates roughly 20% of health production) will continue to suffer from low demand for Medicare Supplemental policies (the primary product sold through the channel).
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
For the Financial segment, we have moderated Y/Y revenue growth expectations on decelerating license revenue sales.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We believe it is necessary to back out PepsiCo Foods' stock option expense as the comparable food companies we used in our analysis do not yet expense stock options and, therefore, our calculated implied multiples do not reflect option expensing.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Our target price values the company at 5.2x our 2009 EBITDA estimate or 8.1x, excluding the $350 million in hidden assets..
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Note that our expectation for price declines through the year (decline from beginning to end of year) of 55% is a lower decline compared to our prior estimate of 60%.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Eaton is a $9.8 billion global industrial manufacturer of fluid power systems, electrical power distribution and control equipment, automotive engine air management, and truck transmissions and clutches.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Finally, the product received approval for a ninth indication that includes complicated skin and soft tissue infections..
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Last night after the close, McDonald's reported 4.9% December SSS growth, outpacing our 4% expectation.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
CONCLUSION We believe that given current valuations and company fundamentals, Halliburton offers a compelling investment.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Fab utilization rates are currently at about 50%, and the company believes it has the capacity to increase its shipping rates by about three times current levels.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Our ratings for KEY continue to reflect its conservative approach to credit risk management, its strong geographic and business line diversity, and our belief that KEY has a competitive advantage in the form of a well developed customer data base marketing approach.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
In light of the recent share price depreciation and our continued positive outlook for the nickel market we are raising our ranking on Inco to Sector Perform-Average Risk from Underperform- Average Risk.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
On the positive side, deposit fees were well above expectations and loan growth was stronger than expected (although the largest driver was the 40% y/y increase in first mortgages).
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
While still early on, this product should become very big as wireless data transport standards sort themselves out in the next year or so.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Other opportunities lie within the annuity line, by expanding the current structured settlement and immediate annuity products.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Tim Hortons breakfast food units from Canada are expanding in the U.S. At the end of 1999, there were 982 company-owned domestic Wendy' units and 3,886 domestic franchised restaurants.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Selling, general and administrative expenses as a percentage of sales were 28.4% versus 26.3% reflecting higher levels of advertising and promotions.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
This means that we have left $638mm (see Exhibit 2), or 39% of the $1.6bb free cash total, unused in our current model, which would add about another 36-cents to EPS over and above our $8.22 2005 estimate if it were all used for repurchase..
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Domestic sales grew 8.5% to $330 million, $2 million higher than our expectations.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Regarding management's previous comments, Allergan stated it anticipates this division will decline to approximately 10-12% of Allergan's total revenues over the next three to five years from 21% today.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Brokerage Services (21% of 2000E revenue) should post a 6% top-line gain, with internal.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
This is an upward trend from the previous two quarters in which C.R.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We are anticipating gross margins to be down 100 basis points in the fourth quarter to 44.2% (in line with guidance), and believe gross margin pressures will be a primary focus of the call.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
This relatively modest impact is based on: (1) raw material sourcing issues which could stifle generics; (2) the fact that only a limited number of generic manufacturers can make an injectable chemotherapeutic; and (3) Bristol's tight and long-standing relationship with the oncology community.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
growth and profitability are likely to push the relative P/E valuation ahead of historical levels..
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Munder reclassified as discontinued operations - model not restated Loss on Mexican bank charter ~ $0.03, so core ~ $1.23.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
o Production for 1999 is expected to exceed 3 million ounces at a cash cost of less than $165 per ounce and total costs of $235 per ounce.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Valuation is attractive at 13x our new '06 estimate - in-line with peers despite strong fundamentals and superior growth.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Biogen's worldwide sales and marketing infrastructure was an important piece of our investment thesis and a major contributor to our bullish outlook for Amevive.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
� Operating profit grew 65% to $89 million from manufacturing cost savings, lower overhead expense and lower promotional spending; the margin expanded by 700 bps to 19.5%.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
According to the Motorcycle Industry Council, year-to-date June 2003 U.S. retail registrations for the overall motorcycle market are up 3.7%, with the On-Highway segment up 0.9%.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
In fact, only two of the company's nine business units--the phosphates and fertilizers unit and the coal unit--posted revenue declines, of 2.2% and 3.5%, respectively.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
By comparison, the funds attracted net inflows of $818 million in the prior quarter and inflows of $50 million a year earlier.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We continue to recommend ExxonMobil Corporation (XOM) as a Sector Performer, and are maintaining our US$37.50 per share target price.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Consumer loan growth was weak because the company is exiting the auto leasing business.
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
On the call, management indicated it believes Ground can continue to show double -digit operating margins in the foreseeable future, and pegged the operating margin target of Express at 10% longer term.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Though YRI includes operations in 60 countries from the four corners of the globe, four countries make up 65% of the profits: the U.K. (34% of YRI profits), Australia, Korea (Pizza Hut) and Mexico. The two biggest--the U.K. and Australia--are also the most mature markets.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
The graphic below helps to define the size of the available market and the drivers.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Valuation: We are maintaining our DCF-based 12-month price target of $40.00, which assumes 3-5 year operating profit growth of 15%..
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We have been pleased to see Burlington hit the seller's market not only to reduce debt but also shed high cost operations with marginal returns-like the Gulf of Mexico-to improve costs and magnify leverage to vastly improved natural gas markets.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Guidance--PX guided up for both 3Q and the full year.
2
positive
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
Symbol: Exchange: Recent Price: MERQ Nasdaq $38.42 Dividend: Yield: Price Objective: $0.00 0.0%.
1
neutral
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.
We expect investors to take a somewhat cautious approach until more visibility can be added to the informatics opportunity (which should occur when management hosts an investor conference after the Envoy and Pharmaceutical Marketing Services deals are closed in late March or early April).
0
negative
What is the sentiment of this news? Please choose an answer from negative, neutral, or positive.