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Revenue was $235 million and operating income was $66 million, both just ahead of our estimates.
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Shares outstanding remained flat with last year, at 169.9 million shares.
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Pfizer has been aggressively buying back stock this year, and expects to repurchase another $7 billion worth of stock during the second half to complete current authorizations.
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At the end of the 2Q, ITT maintained a strong balance sheet with net debt-to-capitalization of about 14% at the end of 2Q07, which should provide it with ample flexibility to capitalize upon additional acquisition opportunities, continue the share repurchase program, fund core growth and continue cost reduction initiatives.
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It appears that trends are picking up in this division as Maxidone Rxs increased over 50%, Norco Rxs increased 80% and Unithroid has been growing nicely as of late.
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In addition, there are two large deals that are expected to boost revenue in 2Q and 3Q.
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Valuation Range: $30 to $34 Our 12-month valuation range for the shares of MCD is $30-34, based on the shares trading between 15-17x our 2005 EPS estimate.
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The industrial market has seen gradual recovery for the last two quarters and order rates exceeded normal seasonal pattern.
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$5,600 Total AEB Gross Loans Consumer & Private Banking Concentration $5,400 50% 55%.
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We reiterate our Strong Buy rating and our twelve month price target of $77, based on multiple revaluation.
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2009 EPS Guidance Below Expectations; Forward EPS Estimates Lowered; Hold Rating Affirmed .
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As a result, we feel LMT shares warrant a premium to the broader market.
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Given that roughly 95% of online payments are through credit cards, we believe the dramatic growth anticipated in retail sales could have a material impact on credit card transaction volume.
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(1) Excludes $2.9mm pretax ($2.1mm after-tax) for restructuring-related charges (2) Excludes $21.5mm pretax ($15.6mm after-tax) for restructuring-related expenses (3) Excludes $61mm after-tax for restructuring-related expenses (4) Excludes of $79.4mm after-tax for restructuring-related expenses.
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Large corporate loans declined $4b vs 4Q and will continue to decline in the near-term.
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The company will also place more emphasis on growing HBOC's service capabilities to match the growing demand from hospitals for systems integration and outsourcing..
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First, management noted that the "gross" write-downs in leveraged loans and MBS were both well above $1 billion (vs. $700 million net of hedges for both combined).
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