Positivo e Negativo a NY - Giorgia

Positivo e Negativo a NY - moderatore  

  By: Moderatore on Lunedì 05 Maggio 2003 16:47

Aggiorniamo il commento finanziario americano migliore che abbiamo: Monday May 5th 7:43--CSX was upgraded to buy from hold at Prudential. 7:40--ICN Pharmaceutical Q1 EPS was 16c/sh vs. 4c/sh consensus. Revenues were $158.7M vs. $167.0M consensus. 7:36--Activition is declaring a 3-for-2 stock split. 7:17--Safeway was upgraded to overweight from underweight at JP Morgan. 7:13--EDS received negative comments from Smith Barney. 7:00--Stocks are: S&P +3.00, Nasdaq +5.00. -UK and Japanese markets closed overnight for holiday and creating quiet trading environment. -Warren Buffet said the Bush tax cut ‘screams of injustice.’ -FOMC meeting tomorrow and ECB meeting on Thursday. ISM non-mfg survey later today. -Nikkei closed, FTSE closed, Dax +1.4%. Positive: -Accredo Health Q1 EPS was 37c/sh vs. 31c/sh consensus. Company raised full-year EPS guidance. -Church & Dwight Q1 EPS was 50c/sh vs. 40c/sh consensus. -OSI Systems Q3 EPS was 29c/sh vs. 27c/sh consensus. Revenues were $50.9M vs. $45.6M consensus. Company affirmed guidance. -Imax Q1 EPS was 7c/sh vs. 3c/sh consensus. -TradeStation raised 2003 EPS guidance to 25c/sh from 20c/sh previously guided and vs. 25c/sh consensus. -Nokia continuing to benefit from the buyback of its own shares. -ASML Holdings up in Europe after TI and Maxim are increasing inventories from record lows. Upgrades: -Chevron-Texaco was upgraded to buy from neutral at Bank of America. Negative: -Tyco received negative comments in the WSJ, which suggested that it may have more accounting problems. -Boeing may announce later today that they are the subject of an SEC probe. Downgrades: -Avnet was downgraded to neutral from buy at UBS. -PMC-Sierra was downgraded to underperform from perform at CIBC. -John Hancock was downgraded to hold from buy at Deutsche Bank. Neutral: -Northrop Grumman reaffirmed forward guidance. -Cox Communications affirmed its full-year outlook.

 

  By: Moderatore on Mercoledì 30 Aprile 2003 16:53

Aggiorniamo il commento finanziario americano migliore che abbiamo: Wednesday April 30th 7:43--Host Marriott Q1 EPS was 16c/sh vs. 15c/sh consensus. Company lowered Q2 EPS guidance and affirmed full-year guidance. 7:40--Southern Company Q1 EPS was 41c/sh vs. 33c/sh consensus. Company affirmed full-year EPS guidance. 7:39--Lincoln National Q1 EPS was 59c/sh vs. 62c/sh consensus. Revenues were $1.10B vs. $1.22B consensus. 7:37--St. Paul Q1 EPS was 90c/sh vs. 89c/sh consensus. Revenues were $2.11B vs. $2.13B consensus. 7:29--Constellation Energy Q1 EPS was 43c/sh vs. 41c/sh consensus. 7:24--Estee Lauder Q3 EPS was 33c/sh vs. 28c/sh consensus. Revenues were $1.24B vs. $1.23B consensus. Company raised full-year guidance to $1.28-$1.33/sh vs. $1.28/sh consensus. 7:14--Monsanto Q1 EPS was 28c/sh vs. 22c/sh consensus. Company affirmed Q2 EPS while it raised full-year guidance. 7:00--Stocks are: S&P -1.00, Nasdaq -1.00. -Euro higher despite bad news from Europe. Germany officially said they cannot honor the 3% debt/GDP ratio this year. France and Italy made similar remarks. French unemployment was +16K vs. +15K expected (the report leaked on French radio yesterday apparently was false). Tuesday, French GDP was revised lower (to -0.1% from +0.2%). -The Bank of Japan raised its current account balance rates. This is essentially an ease of policy and is also lending support to the euro. -Iraqis are saying that US troops opened fire for the second time on protestors in Fallujah killing two. -A suicide bomber killed three in Israel. -Nikkei +2.9%, FTSE -0.2%, Dax +0.9%. Positive: -JDSU Q3 loss was -3c/sh vs. -4c/sh consensus. Revenues were $166.0M vs. $157.4M consensus. Company guided Q4 loss to 2c-4c/sh vs. -4c/sh consensus. Affirmed revenue guidance. -QLogic Q4 EPS was 33c/sh vs. 30c/sh consensus. -Iron Mountain Q1 EPS was 25c/sh vs. 20c/sh consensus. Revenues were $317M vs. $350M consensus. -McKesson Q4 EPS was 62c/sh vs. 59c/sh consensus. -TMP Worldwide Q1 EPS was 9c/sh vs. 6c/sh consensus. Revenues were $169M vs. $159.4M consensus. -Renal Care Q1 EPS was 51c/sh vs. 49c/sh consensus. Revenues were $242M vs. $241M consensus. -Amkor Q1 loss was -24c/sh vs. -12c/sh consensus. Company raised Q2 loss guidance to -12c/sh vs. -24c/sh consensus. -Duke Energy Q1 EPS was 43c/sh vs. 35c/sh consensus. Company guided full-year EPS to $1.35-$1.60/sh vs. $1.39/sh consensus. -Maxim Integrated Q3 EPS was 23c/sh which matched expectations. Company is raising its dividend. -Ethan Allen is increasing its cash dividend. -EMC & Cisco announced a collaborative relationship. -IBM’s CEO said he believes that the industry has more upside. Upgrades: -Capital One was upgraded to overweight from neutral at JP Morgan. -Ericsson was upgraded to neutral from underweight at JP Morgan. -Adolph Coors was upgraded to neutral from underperform at CSFB. Negative: -Ingram Micro Q1 EPS was 15c/sh which was as expected. Revenues were $5.47B vs. $5.50B consensus. Company lowered Q2 EPS guidance to 9c-12c/sh vs. 16c/sh consensus. Lowered revenue guidance down to $4.9B-$5.1B vs. $5.4B consensus. -Symbol Tech Q1 EPS was 4c/sh vs. 5c/sh consensus. Revenues were $357M vs. $354M consensus. Company lowered full-year EPS guidance to 27c-33c/sh vs. 36c/sh consensus. -Darden Restaurants lowered full-year guidance to $1.29-$1.32/sh vs. $1.37/sh consensus. -Goodyear Tire Q1 loss was -56c/sh vs. -26c/sh consensus. -Tyco reportedly may announce another $1.2B in accounting problems. Downgrades: -Nextel was downgraded to sell from hold at Deutsche Bank. -McGraw-Hill was downgraded to inline from outperform at Smith Barney. -Darden Restaurants was downgraded to inline from outperform at Goldman. Neutral: -Fluor Q1 EPS was 51c/sh vs. 50c/sh consensus. Revenues were $2.08B vs. $2.32B consensus. Company affirmed forward guidance.

 

  By: Moderatore on Martedì 29 Aprile 2003 17:00

Aggiorniamo il commento finanziario americano migliore che abbiamo: Tuesday April 29th 7:44--Bristol-Myers Q1 EPS was 39c/sh vs. 38c/sh consensus. Revenues were $4.71B vs. $4.66B consensus. Company affirmed forward guidance. 7:35--Macrovision was upgraded to buy from hold at AG Edwards. 7:32--Xcel Energy Q1 EPS was 33c/sh vs. 29c/sh consensus. 7:30--Q1 ECI was +1.3% vs. +0.8% expected. ECI was +3.9% y/y. Surprisingly, the large contributor to the gain was benefit costs, which were +2.2% on the quarter and +6.1% on the year. There have been a multitude of reports that employers have been passing on these costs to employees. 7:26--Adaptec was downgraded to hold from buy at Needham. 7:24--American Electric Power Q1 EPS was 61c/sh vs. 48c/sh consensus. 7:22--Countrywide Q1 EPS was $2.44/sh vs. $2.08/sh consensus. 7:20--Concord EFS Q1 EPS was 16c/sh vs. 17c/sh consensus. Revenues were $519.9M vs. $563.0M consensus. 7:12--H & R Block was downgraded to equal-weight from overweight at Morgan Stanley. 7:09--Halliburton Q1 EPS was 20c/sh vs. 19c/sh consensus. 7:07--Stanley Works Q1 EPS was 35c/sh vs. 34c/sh consensus. Revenues were $666M vs. $663M consensus. 7:00--Stocks are: S&P +3.00, Nasdaq +3.00. -Iraqi oil minister and head of the missile program surrendered to American forces. He was ranked 47 of the 55 most wanted list. -US forces shot at Iraqi protestors after they took fire from the protestors in Fallujah, 30 miles west of Baghdad. -French GDP was lower-than-expected. -French business confidence fell to 92 vs. 95 previously. -BTM weekly sales were -1.6%. -Nikkei closed, FTSE +0.4%, Dax +0.5%. Positive: -Altera Q1 EPS was 8c/sh vs. 7c/sh consensus. Revenues were $195.1M vs. $187.4M consensus. -Adaptec Q4 EPS was 5c/sh vs. 3c/sh consensus. Revenues were $105.6M vs. $109.1M consensus. -Alcatel Q1 loss was -43c/sh which was as expected. -Exelon Q1 EPS was $1.22/sh vs. $1.04/sh consensus. Company affirmed full-year EPS. -Nationwide Q1 EPS was 70c/sh vs. 69c/sh consensus. Company affirmed full-year guidance. -Amerigroup Q1 EPS was 63c/sh vs. 61c/sh consensus. -Caremark Q1 EPS was 24c/sh vs. 23c/sh consensus. Company affirmed full-year guidance. -Macrovision Q1 EPS was 17c/sh vs. 15c/sh consensus. Company lowered Q2 EPS guidance but raised revenue guidance. -Wright Medical Q1 EPS was 14c/sh vs. 12c/sh consensus. -Lifepoint Hospitals Q1 EPS was 45c/sh vs. 43c/sh consensus. Revenues were $220.9M vs. $228.0M consensus. Company is initiating a $100M stock buyback. -Vulcan Materials Q1 EPS was 1c/sh vs. -2c/sh consensus. Company affirmed Q2 guidance. -McGraw-Hill Q1 EPS was 20c/sh vs. 19c/sh consensus. -US Steel Q1 loss was -19c/sh vs. -28c/sh consensus. Upgrades: -FirstHealth was upgraded to outperform from in-line at Smith Barney. -McDonald’s was upgraded to in-line from underperform at Smith Barney. -Dollar Tree was upgraded at Merrill Lynch. Negative: -Ericsson Q1 loss was -33c/sh vs. -22c/sh consensus. Revenues were $3.13B vs. $2.91B consensus. Company said there would be more firings. -Millennium Chemical Q1 loss was -72c/sh vs. -65c/sh consensus. -Timkin Q1 EPS was 19c/sh vs. 21c/sh consensus. Revenues were $838M vs. $723M consensus. Company lowered Q2 EPS guidance to 20c-28c/sh vs. 37c/sh consensus, but affirmed full-year guidance. -XL Capital Q1 EPS was $1.82/sh vs. $1.86/sh consensus. Downgrades: -Netscreen was downgraded to neutral from overweight at JP Morgan. -General Dynamics was downgraded to neutral from buy at UBS. -United Online was downgraded to buy from strong buy at First Albany. -ATI Tech was downgraded to neutral from buy at UBS. Neutral: -Intuit said Q3 EPS would be at the high end of guidance, while revenues would be at the low end.

 

  By: Moderatore on Lunedì 28 Aprile 2003 16:57

Aggiorniamo il commento finanziario americano migliore che abbiamo: Monday April 28th 7:48--HCR Manor Healthcare was downgraded to hold from buy at Jeffries. 7:32--Tyson Foods Q2 EPS was 3c/sh vs. break-even expected. Revenues were $5.85B vs. $5.76B consensus. 7:30--Mar Personal Income was +0.4% which was as expected. PCE was +0.4% vs. +0.6% expected. 7:17--US military arrested the self-proclaimed Mayor of Baghdad. 7:12--Manpower was upgraded to buy from neutral at UBS. 7:11--Noven Pharmaceutical received a not-approvable letter from the FDA for one of its drugs. 7:06--Rohm & Haas Q1 EPS was 37c/sh vs. 35c/sh consensus. 7:00--Stocks are: S&P +3.00, Nasdaq -6.00. -Pres. Bush still expected to call an end to the war sometime this week. Last week it was suggested he may do it at the arrival of the Lincoln aircraft carrier in San Diego. -Wall Street firms agreed to pay $1.4B for violations of securities laws. Henry Blodgett will be barred for life and pay $4M in fines. Jack Grubman will also be barred for life after he already paid $15M. Citigroup will pay $400M, CSFB will pay $200M, Merrill Lynch and Morgan Stanley will pay $125M each. -German IFO fell to a 16 month low in April to 86.6. vs. 88.1 in March. -Nikkei -1.2%, FTSE +0.9%, Dax +1.5%. Positive: -Entergy Q1 EPS was $1.12/sh vs. $1.07/sh consensus. Revenues were $2.04B vs. $2.00B consensus. Company affirmed full year guidance. -Veeco Instruments Q1 EPS was 3c/sh vs. break-even expected. Company affirmed Q2 EPS guidance. -Autonation Q1 EPS was 29c/sh vs. 27c/sh consensus. Company lowered Q2 EPS guidance, but affirmed full-year guidance. -Safeco Q1 EPS was 65c/sh vs. 61c/sh consensus. Upgrades: - Negative: -Goodrich Q1 EPS was 25c/sh vs. 33c/sh consensus. Company cut its 2003 EPS guidance to 80c-95c/sh vs. $1.60/sh consensus. Company cut its revenue forecast to $4.3B vs. $4.4B-$4.5B consensus. Company is further cutting its manufacturing capacity. -Sysco Q3 EPS was 26c/sh vs. 27c/sh consensus. Revenues were $6.4B vs. $6.32B consensus. -Wal-Mart sees April same-store sales at the low end of its forecast. -China Eastern wants to delay the delivery of 12 of its 18 aircraft deliveries due to SARS. Some of those aircraft are from Boeing. Downgrades: -Boeing was downgraded at JP Morgan. Neutral: -Procter & Gamble Q3 EPS was 96c/sh which was as expected.

 

  By: Moderatore on Giovedì 24 Aprile 2003 16:59

Aggiorniamo il commento finanziario americano migliore che abbiamo: Thursday April 24th 7:49--Ball Corp Q1 EPS was 55c/sh vs. 49c/sh consensus. Company affirmed forward guidance. 7:43--Ryder System was upgraded to peer perform from underperform at Bear Stearns. 7:40--BMC Software Q4 EPS was 17c/sh vs. 16c/sh consensus. Revenues were $380.7M vs. $377.5M consensus. 7:37--Burlington Resources Q1 EPS was $1.62/sh vs. $1.50/sh consensus. 7:35--ServiceMaster Q1 EPS was 2c/sh vs. 6c/sh consensus. Revenues were $734.7M vs. $751.7M consensus. 7:33--Initial claims were higher than expected overall and are bond bullish/stock bearish. Durable goods are stronger than expected on the surface, but a lot of the strength was in the defense area. Overall, durable goods are slightly bond bearish/stock bullish. The two releases counteract each other and result in relatively unchanged market action. 7:30--Durable Goods were +2.0% vs. -0.6% consensus. Orders ex-defense were +1.3%. Ex-transportation were +1.8%. Transportation orders were +2.4%. Defense orders were +16.1%. 7:30--Initial claims were +8K to 455K vs. 425K consensus. Last week was revised to 447K from 442K previously. 7:17--Sunoco Q1 EPS was $1.12/sh vs. $1.06/sh consensus. 7:11--RGR Technical is pulling its sell recommendations in the bonds and 10yrs. 7:04--Aetna Q1 EPS was $1.34/sh vs. 86c/sh consensus. Revenues were $4.47B vs. $4.58B consensus. 7:03--Barr Labs Q3 EPS 66c/sh vs. 67c/sh consensus. 7:03--Mercury Interactive is pricing $500M in convertible notes. 7:02--HGSI Q1 loss was -32c/sh vs. -39c/sh consensus. Revenues were $1.6M vs. $1.3M consensus. 7:00--Stocks are: S&P -4.00, Nasdaq -7.00. -OPEC meeting today in Vienna to discuss production cuts. Oil ministers have so far said that they were prepared to cut to prevent a glut. Said supply outpaces demand by 2 mln bbl/day. -A suicide bomb was detonated in Israel this morning. -Nikkei +0.8%, FTSE -0.3%, Dax -0.8%. Positive: -Qualcomm Q2 EPS was 38c/sh vs. 36c/sh consensus. Revenues were $1.0B vs. $1.0B consensus. Guided Q3 EPS to 30c-31c/sh vs. 31c/sh consensus. Guided full-year EPS to $1.38-$1.41/sh vs. $1.39/sh consensus. -AT&T Wireless Q1 EPS was 5c/sh vs. 2c/sh consensus. Company reaffirmed its forecast. -SBC Q1 EPS was 42c/sh vs. 36c/sh consensus. -International Paper Q1 EPS was 14c/sh vs. 12c/sh consensus. -KLA Tencor Q1 EPS was 14c/sh vs. 12c/sh consensus. Revenues were $304.3M vs. $303.8M consensus. Company lowered Q2 EPS guidance to 14c/sh vs. 15c/sh consensus. -Citrix Systems Q1 EPS was 19c/sh vs. 13c/sh consensus. Revenues were $143.5M vs. $125.9M consensus. Raised Q2 EPS guidance to 14c-17c/sh vs. 14c/sh consensus. -LSI Logic Q1 loss was -14c/sh vs. -19c/sh consensus. Company is cutting 580 jobs. Guided Q2 loss to 10c-12c/sh vs. -12c/sh consensus. -Foundry Networks Q1 EPS was 11c/sh vs. 9c/sh consensus. Revenues were $91.9M vs. $88.2M consensus. -Veritas Software Q1 EPS was 17c/sh vs. 14c/sh consensus. Company said Q2 EPS would be 13c-14c/sh vs. 14c/sh consensus. -Chiron Q1 EPS was 30c/sh vs. 29c/sh consensus. -Varian Medical Q2 EPS was 48c/sh vs. 46c/sh consensus. Revenues were $266.2M vs. $263.9M consensus. -Wellpoint Q1 EPS was $1.29/sh vs. $1.21/sh consensus. Raised full-year EPS guidance to $5.50/sh vs. $5.10/sh given in previous guidance. -Gilead Sciences Q1 EPS was 24c/sh vs. 15c/sh consensus. Revenues were $165M vs. $162M consensus. -Alltel Q1 EPS was 85c/sh vs. 79c/sh consensus. -Americredit Q3 EPS was 9c/sh vs. -5c/sh consensus. Company affirmed full-year guidance. -Aflac Q1 EPS was 46c/sh vs. 44c/sh consensus. Revenues were $2.81B vs. $2.76B consensus. -Black & Decker Q1 EPS was 55c/sh vs. 43c/sh consensus. Company raised guidance. -Bausch & Lomb beat by a penny. -Marriott beat by a penny. -Ryland Q1 EPS was $1.43/sh vs. $1.25/sh consensus. Company guided higher. -Getty Images Q1 EPS was 23c/sh vs. 18c/sh consensus. Raised Q2 EPS guidance to 19c-23c/sh vs. 19c/sh consensus. -Yum Q1 EPS was 39c/sh vs. 38c/sh consensus. Company affirmed full-year EPS guidance of $2.00/sh. -JetBlue Q1 EPS was 25c/sh vs. 22c/sh consensus. Company is ordering 65 more A-320 aircraft from Airbus and has options for 50 more. Upgrades: -AOL Time Warner was upgraded to in-line from underperform at Goldman Sachs. Negative: -Overture Services Q1 EPS was 15c/sh vs. 14c/sh consensus. Company lowered Q2 EPS guidance to 4c-6c/sh vs. 14c/sh consensus. -Varian Semiconductor Q2 EPS was 16c/sh vs. 15c/sh. Company lowered guidance. -Sungard Data Q1 EPS was 26c/sh vs. 29c/sh consensus. -CIT Q1 EPS was 60c/sh vs. 63c/sh consensus. -Ikon Office Q2 EPS of 23c/sh vs. 24c/sh consensus. Company lowered guidance. Downgrades: -Quest Software Q1 EPS was 6c/sh vs. 5c/sh consensus. However, company lowered Q2 EPS guidance to 4c-6c/sh vs. 7c/sh consensus and lowered full-year EPS guidance to 25c-28c/sh vs. 30c/sh consensus. -Roadway was downgraded to neutral from outperform at CSFB. -AT&T was downgraded to reduce from neutral at UBS. -Aflac was downgraded to sell from neutral at Merrill Lynch. -Xerox was downgraded to neutral from buy at UBS. -Station Casinos was downgraded to neutral from overweight at JP Morgan. Neutral: -Seibel Systems Q1 EPS was 1c/sh which was as expected. -Intersil Q1 EPS was 13c/sh which was as expected. Company affirmed Q2 guidance. -Actel Q1 EPS was 4c/sh which was as expected.

 

  By: Moderatore on Mercoledì 23 Aprile 2003 17:01

Aggiorniamo il commento finanziario americano migliore che abbiamo: Wedesday April 23rd 7:58--Hilton Hotels Q1 EPS was 4c/sh vs. 2c/sh consensus. Revenue was $921M vs. $750M consensus. Guided full-year EPS to upper 30c/sh range vs. 38c/sh consensus. 7:55--Baker Hughes was upgraded to buy from hold at Prudential. 7:50--Progress Energy Q1 EPS was 79c/sh vs. 74c/sh consensus. Revenues were $2.02B vs. $1.89B consensus. 7:45--Boeing Q1 EPS was 42c/sh vs. 24c/sh consensus. Revenues were $12.26B vs. $11.18B consensus. Company affirmed full-year guidance of $1.70-$1.90/sh vs. $1.77/sh consensus. 7:42--Royal Caribbean Q2 EPS was 27c/sh vs. 22c/sh consensus. Revenues were $880M vs. $914M consensus. 7:29--Ryder Systems Q1 EPS was 33c/sh vs. 29c/sh consensus. Company slightly lowered Q2 EPS guidance to 50c/sh vs. 51c/sh consensus. 7:26--Juniper was downgraded to neutral from buy at UBS. 7:23--Georgia-Pacific was downgraded to sell from hold at Prudential. 7:20--Linens'n Things Q1 8c/sh which was as expected. Company slightly lowered Q2 guidance to 10c-14c/sh vs. 14c/sh consensus. 7:16--BellSouth Q1 EPS was 51c/sh vs. 45c/sh consensus. 7:13--Norfolk Southern Q1 EPS was 22c/sh vs. 21c/sh consensus. Revenues were $1.56B vs. $1.55B consensus. 7:12--Questar was downgraded at Goldman Sachs. 7:11--Jay Garner commented on his reception in Iraq. Said there are “staged” demonstrations in the south but believes that below that, the majority of Iraqis are happy that the US is there. 7:07--Sepracor Q1 loss was -35c/sh vs. -66c/sh consensus. Revenues were $84.5M vs. $83.1M consensus. 7:05--Reynolds & Reynolds Q2 EPS was 42c/sh vs. 41c/sh consensus. Company affirmed forward guidance. 7:00--Stocks are: S&P +4.00, Nasdaq +7.00. -Dollar slightly higher today on a correction from yesterday’s weakness. Positive earnings news also helping the dollar today. -Nikkei Unch, FTSE +1.8%, Dax +1.0%. Positive: -AT&T Q1 EPS was 67c/sh vs. 52c/sh consensus. -Kodak Q1 EPS was 14c/sh which was as expected. -Lucent Q2 loss was -8c/sh vs. -10c/sh consensus. -Corning Q1 was break-even vs. -3c/sh consensus. Company affirmed forward guidance. -Ebay Q1 EPS was 36c/sh vs. 32c/sh consensus. Revenues were $476.5M vs. $456.5M consensus. Guided full-year EPS up to $1.41/sh vs. $1.35/sh consensus. -AOL Time Warner Q1 EPS was 12c/sh vs. 10c/sh consensus. Revenues were $10.0B vs. $9.7B consensus. Company affirmed guidance. -Maxtor Q1 EPS was 20c/sh vs. 16c/sh consensus. -Storage Tech Q1 EPS was 15c/sh vs. 13c/sh consensus. -Hutchinson Q2 EPS was 58c/sh vs. 59c/sh consensus. Company raised Q3 EPS and revenue guidance. -Websense Q1 EPS was 17c/sh vs. 15c/sh consensus. Company raised Q2 EPS guidance to 16c-17c/sh vs. 15c/sh consensus. -Hyperion Solutions Q3 EPS was 23c/sh vs. 17c/sh consensus. Revenues were $126.6M vs. $122.8M consensus. -Checkfree Q3 EPS was 23c/sh vs. 20c/sh consensus. Raised Q4 EPS guidance to 21c-23c/sh vs. 20c/sh consensus. -Schlumberger Q1 EPS was 26c/sh vs. 25c/sh consensus. -Invision Q1 EPS was $1.87/sh vs. $1.61/sh consensus. Company affirmed full-year guidance. -Amgen Q1 EPS was 42c/sh vs. 39c/sh consensus. Company raised full-year EPS and revenue guidance. -Wyeth Q1 EPS was 54c/sh vs. 52c/sh consensus. -ITT Q1 EPS was 83c/sh vs. 81c/sh consensus. -Nextel Q1 EPS was 20c/sh vs. 16c/sh consensus. Affirmed guidance. -Centex Q4 EPS was $3.12/sh vs. $2.84/sh consensus. Upgrades: -PEC Solutions was upgraded at JP Morgan. -Borg Warner was upgraded at CSFB. -FedEx and UPS were upgraded at Merrill Lynch. -Continental was upgraded at CSFB. -Pepsi Bottling was upgraded at CSFB. -Ebay was upgraded at Piper Jaffray. Negative: -Lattice Semiconductor Q1 EPS was 2c/sh vs. 3c/sh consensus. Company lowered slightly its Q2 revenue guidance. -ADM Q3 EPS was 18c/sh vs. 19c/sh consensus. -PeopleSoft Q1 EPS was 12c/sh vs. 11c/sh consensus. Revenues were $460.3M vs. $453.9M consensus. Company lowered Q2 EPS guidance to 11c-12c/sh vs. 13c/sh consensus. Also lowered revenue guidance. Downgrades: -SAP was downgraded at Morgan Stanley. -Southwest Airlines was downgraded at CSFB. -Infineon was downgraded at Deutsche Bank. Neutral: -Dial Q1 EPS was 31c/sh vs. 28c/sh consensus. Company slightly lowered Q2 & full-year guidance. -Beazer Homes Q2 EPS was $2.83/sh vs. $2.80/sh consensus. Revenues were $655.6M vs. $729.5M consensus. -Ametek Q1 EPS was 59c/sh which was as expected. Revenues were $267.5M vs. $261.5M consensus. -Vitesse Semiconductor Q2 loss was -5c/sh which was as expected. -Kodak Q1 EPS was 14c/sh which was as expected.

 

  By: Moderatore on Martedì 22 Aprile 2003 17:04

Aggiorniamo il commento finanziario americano migliore che abbiamo: Tuesday April 22nd 7:42--Boise Cascade Q1 loss was -27c/sh vs. -33c/sh consensus. Guided Q2 slightly higher. 7:33--BNSF Q1 EPS was 40c/sh vs. 39c/sh consensus. 7:32--ChoicePoint Q1 EPS was 37c/sh vs. 36c/sh consensus. 7:22--US Tobacco Q1 EPS was 66c/sh vs. 64c/sh consensus. Company affirmed Q2 EPS and raised full-year guidance. 7:18--Lockheed Martin Q1 EPS was 55c/sh vs. 42c/sh consensus. Company raised full-year guidance to $2.20-$2.30/sh vs. $2.20/sh consensus. 7:13--UPS Q1 EPS was 54c/sh vs. 51c/sh consensus. Company raised Q2 EPS guidance to 58c-62c/sh vs. 57c/sh consensus. 7:12--Occidental Petroleum Q1 EPS was $1.03/sh vs. $1.10/sh consensus. 7:11--Sprint Fon was downgraded at Soundview. 7:05--Stocks are: S&P -3.00, Nasdaq -4.00. -Hans Blix said that the US tried to discredit his inspectors. Said US used forged documents to prove WMD in Iraq. -There are reports that oil producing countries will demand payment in euros to quell the strength and influence of the dollar. -Yen higher after BOJ said it does not need to extend is debt buyback beyond current levels. -Greenspan was admitted to the hospital for treatment of enlarged prostate. Federal Reserve said tests don’t show cancer. Greenspan plans to be back in the office later this week. -Nikkei -2.24%, FTSE +0.5%, Dax -0.7%. Positive: -Capital One Q1 EPS was $1.35/sh vs. $1.03/sh consensus. Company said charge-offs are falling and affirmed full-year EPS guidance. -Lending Tree Q1 EPS was 18c/sh vs. 14c/sh consensus. Company raised full-year EPS guidance to 70c/sh vs. 50c/sh consensus. -Harrah’s Entertainment Q1 EPS was 74c/sh vs. 67c/sh consensus. -JDA Software Q1 loss was -2c/sh vs. -3c/sh consensus. -Yellow Q1 EPS was 19c/sh vs. 18c/sh consensus. Company affirmed full-year guidance. -Cognizant Q1 EPS was 18c/sh vs. 17c/sh consensus. Revenues were $74.5M vs. $71.3M consensus. -L3 Communications Q1 EPS was 50c/sh vs. 47c/sh consensus. Company affirmed full-year guidance. -Coach Q3 EPS was 34c/sh vs. 29c/sh consensus. Company raised Q4 and full-year EPS guidance. -Quest Diagnostics Q1 EPS was 85c/sh vs. 83c/sh consensus. Company affirmed Q2 and full-year guidance. -Viacom Q1 EPS was 26c/sh vs. 25c/sh consensus. -Eli Lilly Q1 EPS was 61c/sh vs. 58c/sh consensus. Company affirmed Q2 & full-year guidance. -Radio Shack Q1 EPS was 33c/sh vs. 32c/sh consensus. -Kimberly-Clark Q1 EPS was 80c/sh vs. 77c/sh consensus. Company affirmed EPS guidance. -Chicago Mercantile beat EPS expectations. -Air Tran beat EPS expectations. -HCA Healthcare beat EPS expectations. -IGT beat EPS expectations. -Neurocrine Biosciences announced positive data from a phase 3 drug. Upgrades: -Ann Taylor was upgraded at RBC. Negative: -Sprint Fon Q1 EPS was 34c/sh vs. 35c/sh consensus. Company lowered revenue guidance. Spring PCS Q1 loss was -16c/sh vs. -19c/sh consensus. Company lowered EPS guidance. -Cheesecake Factory Q1 EPS was 25c/sh vs. 26c/sh consensus. Revenues were $172.9M vs. $180.8M consensus. -Cendant Q1 EPS was 30c/sh vs. 29c/sh consensus. Company lowered full-year guidance to $1.35-$1.37/sh from $1.46/sh previously. -Steel Dynamics Q1 EPS was 33c/sh vs. 34c/sh consensus. Revenues were $235.5M vs. $230.9M consensus. Downgrades: -Intuit was downgraded to neutral from overweight at JP Morgan. -Capital One was downgraded to neutral from buy at UBS. -PF Chang’s was downgraded at Raymond James. -Alltel was downgraded to in-line from outperform at Smith Barney. -Cheesecake Factory was downgraded to underweight from neutral at JP Morgan. -American Electric power was downgraded at Lehman. Neutral: -Boston Scientific Q1 EPS was 28c/sh vs. 29c/sh consensus. Revenues were $807.0M vs. $800.0M consensus.

 

  By: Moderatore on Giovedì 17 Aprile 2003 17:26

Aggiorniamo il commento finanziario americano migliore che abbiamo: Thursday April 17th 8:21--Genuine Parts Q1 EPS was 51c/sh vs. 52c/sh consensus. Revenues were $2.02B vs. $2.00B consensus. 8:07--Cott Corp was downgraded to sector perform at CIBC. 8:05--CSX and Union Pacific were downgraded to neutral at UBS. 8:03--Diamond Offshore Q1 loss was -17c/sh vs. -8c/sh consensus. Revenues were $146.1M vs. $155.5M consensus. 7:57--Cypress Semiconductor Q1 loss was -10c/sh which was as expected. Revenues were $181.0M vs. $177.8M consensus. 7:54--Sabre Holdings Q1 EPS was 36c/sh which was as expected. Company lowered Q2 EPS to 15c-20c/sh vs. 43c/sh consensus. 7:52--ADP Q3 EPS was 54c/sh vs. 52c/sh expected. Revenues were $1.91B vs. $1.86B consensus. Company affirmed full-year guidance. 7:51--Mercury Interactive was upgraded to buy from neutral at Merrill Lynch. Company lowered guidance in yesterday’s earnings report. 7:48--Golden West Q1 EPS was $1.67/sh vs. $1.62/sh consensus. 7:36--Initial Claims were +30K to 442K vs. 410K expected. Las week was revised +7K to 412K vs. 405K previously reported. 7:35--Qualcomm’s price target was reduced at UBS. 7:33--On Sunday, US forces captured another half-brother of Saddam. Today’s capture makes it two down and one to go. A third half-brother is thought to be hiding in Syria. 7:21--Sears Q1 EPS was 60c/sh vs. 57c/sh consensus. Revenues were $8.88B vs. $9.01B consensus. Company lowered Q2 EPS down to 85c-$1.00/sh vs. $1.22/sh consensus, but also affirmed its full-year numbers. 7:19--Visteon Q1 EPS was 4c/sh vs. 5c/sh consensus. Revenues were $4.70B vs. $4.53B consensus. 7:13--CVS was downgraded to underweight from neutral at JP Morgan. 7:12--Colgate-Palmolive Q1 EPS was 56c/sh vs. 55c/sh consensus. Revenues were $2.35B vs. $2.29B consensus. 7:12--Broadcom was upgraded to buy from hold at Legg Mason. 7:05--Stocks are: S&P +4.00, Nasdaq +7.00. -US said it captured Barzan Ibrahim Hasan, a half-brother of Saddam. He’s #52 on the 55 most-wanted list. His capture was the result of a tip from an Iraqi citizen. -German consumer confidence fell to 79 in March vs. 81. -Nikkei -0.7%, FTSE +0.8%, Dax +1.7%. -There’s too many earnings numbers out overnight to be covered on this page by 7:05am, but we’ll continue posting these numbers even though they may be several minutes old. Positive: -AMR’s flight attendants approved $340M in concessions, allowing the company to avoid bankruptcy. -AMD Q1 loss was -42c/sh vs. -48c/sh consensus. Revenues were $714.6M vs. $683M expected. -Lam Research Q3 EPS was 3c/sh vs. break-even expected. Revenues were $187.1M vs. $180.4M consensus. Lam Research said they expect Q4 revenue to be $185M-$190M vs. $181M consensus. Sees Q4 EPS ex-items of 1c-3c/sh vs. 2c/sh consensus. -Sandisk Q1 EPS was 33c/sh vs. 18c/sh consensus. Revenues were $174.5M vs. $150.0M consensus. -Broadcom Q1 loss was 6c/sh vs. 2c/sh consensus. Revenues were $327.5 vs. $308.2M consensus. Company raised Q2 revenue guidance to $368M-$373M vs. $321M consensus. -Stryker Q1 EPS was 51c/sh vs. 48c/sh consensus. Revenues were $846.9M vs. $816.9M consensus. -Harris Corp Q3 EPS was 34c/sh vs. 32c/sh consensus. Revenues were $538.9M vs. $515.8M consensus. -UTStarcom Q1 EPS was 33c/sh vs. 27c/sh consensus. Revenues were $330.5M vs. $316.6M consensus. Company raised Q2 and full-year EPS and revenue guidance. -Universal Health Q1 EPS was 84c/sh vs. 83c/sh consensus. Revenues were $894.8M vs. $882.6M consensus. -Avid Tech Q1 EPS was 22c/sh vs. 15c/sh consensus. Revenues were $112.2M vs. $110.1M consensus. -Mohawk Q1 EPS was 62c/sh vs. 61c/sh consensus. Revenues were $1.08B which was as expected. Company affirmed Q2 EPS guidance. -Mattel Q1 EPS was 9c/sh vs. 3c/sh consensus. -United Technologies Q1 EPS was $1.00/sh vs. 97c/sh consensus. Revenues were $6.70B vs. $6.54B consensus. Company affirmed full-year guidance. -Pepsico Q1 EPS was 45c/sh vs. 43c/sh consensus. -Andrew Corp Q2 loss was -2c/sh vs. -5c/sh consensus. -Office Depot Q1 EPS was 33c/sh vs. 32c/sh consensus. -Biogen Q1 EPS was 50c/sh vs. 48c/sh consensus. Company affirmed Q2 EPS guidance. -Fortune Brands Q1 EPS was 69c/sh vs. 67c/sh consensus. Revenues were $1.39B vs. $1.35B consensus. -Cooper Tire Q1 EPS was 21c/sh vs. 19c/sh consensus. -Cummins Q1 loss was -86c/sh vs. -90c/sh consensus. Company lowered Q2 guidance while raising full-year guidance. Upgrades: -Williams was upgraded to overweight from underweight at Lehman. Negative: -Sun Q3 EPS was break-even which was as expected. Revenue was $2.79B vs. $2.93B consensus. -Mercury Interactive Q1 EPS was 2c/sh which was as expected. Revenues were $110.4M vs. $111.4M consensus. Lowered Q2 EPS guidance down to 16c-22c/sh vs. 22c/sh consensus. Also lowered revenue guidance. -Molex Q3 EPS was 13c/sh vs. 15c/sh consensus. Revenues were $443.2M vs. $456.4M consensus. Lowered Q4 EPS guidance to 14c/sh vs. 18c/sh consensus. Lowered Q4 revenue guidance to $450M-$460M vs. $486M consensus. -Apple Computer Q2 EPS was 4c/sh vs. 2c/sh consensus. Revenues were $1.475B vs. $1.50B consensus. Sees “slight” profit in Q3 vs. 5c/sh consensus. Sees Q3 revenue $1.475 vs. $1.50B consensus. Apple looks a little negative due to the disappointing guidance. Downgrades: -Caterpillar was downgraded to neutral from buy at UBS. -Harley-Davidson was downgraded to neutral from buy at UBS. -Colgate-Palmolive was downgraded to in-line from outperform at Smith Barney. Neutral: -Leggett & Platt Q1 EPS was 25c/sh which was as expected. -Honeywell Q1 EPS was 32c/sh vs. 33c/sh consensus. Revenues were $5.40M vs. $5.14B consensus.

Positivo e Negativo a NY - Moderatore  

  By: Moderatore on Mercoledì 16 Aprile 2003 16:58

Aggiorniamo il commento finanziario americano migliore che abbiamo: Wednesday April 16th 7:51--MGM Mirage Q1 EPS was 40c/sh vs. 39c/sh consensus. 7:50--Caterpillar Q1 EPS was 37c/sh vs. 26c/sh consensus. Company affirmed full-year guidance. 7:48--Starbucks will buy Seattle’s Best from AFC for about $72M. 7:44--Tellabs was downgraded to underweight from neutral at JP Morgan. 7:42--Altria is suspending its buyback plans. 7:40--While the CPI number is positive for bonds, the housing starts number is not. Starts should be friendly for stocks, while CPI shouldn’t matter. 7:38--St. Jude Medical Q1 EPS was 43c/sh vs. 40c/sh consensus. Company lowered Q2 guidance to 41c-43c/sh vs. 44c/sh consensus. Company raised full-year guidance to offset. 7:30--March Housing Starts were 1.780M vs. 1.700M consensus. Housing Permits were 1.685M with not market consensus. Feb Starts were revised to 1.644M from 1.622M originally reported. Permits were revised up to 1.811M from 1.786M originally. Gains were broad-based across the country. 7:30--Mar CPI was +0.3% vs. +0.4% expected. Core CPI was unchanged vs. +0.2% expected. CPI was lifted by Transportation (mostly gasoline) and pressured by tobacco. Medical care was tame and apparel was lower. 7:29--Outback Steakhouse was downgraded to market perform from outperform at Wachovia. 7:25--There are reports that Apple Computer may bid $6B for Universal Music. 7:23--Comerica Q1 EPS was $1.00/sh vs. 99c/sh consensus. 7:21--Tribune Co. Q1 EPS was 41c/sh vs. 39c/sh consensus. Company affirmed full-year EPS guidance. 7:20--Baxter Q1 EPS was 38c/sh vs. 37c/sh consensus. Company lowered Q2 EPS guidance to 40c-42c/sh vs. 47c/sh consensus. 7:19--Renaissance Learning Q1 EPS was 24c/sh vs. 21c/sh consensus. 7:19--King Pharmaceuticals was downgraded to underperform from in-line at Smith Barney. 7:17--Taro Pharmaceutical Q1 EPS was 47c/sh vs. 46c/sh consensus. Revenues were $70.0M vs. $64.8M consensus. 7:16--Roadway was downgraded to neutral from buy at Merrill Lynch. 7:16--Bank of NY Q1 EPS was 41c/sh vs. 42c/sh consensus. 7:15--Rockwell Collins Q2 EPS was 33c/sh vs. 31c/sh consensus. Company raised full-year guidance. 7:14--Delphi Auto Q1 EPS was 23c/sh vs. 22c/sh consensus. Company affirmed Q2 revenue. 7:14--Dominion Q1 EPS was $1.52/sh vs. $1.27/sh consensus. Company affirmed guidance. 7:05--Stocks are: S&P +5.00, Nasdaq +20.00. -Gen Brooks said some Iraqi regime leaders have escaped to Syria. Said “rules” prevented US from sealing off border. -Abu Abbas was captured in Iraq. -The US agreed to meet with N. Korea in Beijing regarding nuclear arms. -Nikkei +0.5%, FTSE -0.3%, Dax +1.9%. -There’s too many earnings numbers out overnight to be covered on this page by 7:05am, but we’ll continue posting these numbers even though they may be several minutes old. Positive: -Intel Q1 EPS was 14c/sh vs. 12c/sh consensus. Q1 revenue was $6.75B vs. $6.70B consensus. Guided Q2 revenue to $6.4B-$7.0B vs. $6.62B consensus. Said it expects 2003 gross margin of about 51%. Intel said it can’t predict a rebound yet but said it is encouraged. -AmDocs Q2 EPS was 22c/sh vs. 19c/sh consensus. Revenues were $355.0M vs. $334.9M consensus. Company raised Q3 EPS guidance to 22c-23c/sh vs. 19c/sh consensus. Raised revenues to $360M-$370M vs. $335.7M consensus. -Johnson Controls Q2 EPS was $1.40/sh vs. $1.39/sh consensus. Revenues were $5.50B vs. $5.27B consensus. Company affirmed forward guidance. -Seagate Q3 EPS was 37c/sh vs. 27c/sh consensus. Revenues were $1.62B vs. $1.56B consensus. -EMC Q1 EPS was 2c/sh vs. 1c/sh consensus. Company raised Q2 EPS guidance to 3c/sh vs. 2c/sh consensus. -Alliance Data Q1 EPS was 21c/sh vs. 15c/sh consensus. Revenues were $240.2M vs. $228.8M consensus. Raised Q2 EPS guidance up to 18c-19c/sh vs. 16c/sh consensus. -Washington Mutual Q1 EPS was $1.07/sh vs. $1.05/sh consensus. -Kraft Foods Q1 EPS was 49c/sh vs. 48c/sh consensus. Revenues were $7.36 vs. $7.25B consensus. Company affirmed full-year guidance of $2.10-$2.15/sh vs. $2.12/sh consensus. -Millipore Q1 EPS was 44c/sh vs. 41c/sh consensus. Revenues were $187.5M vs. $183.9M consensus. -Merrill Lynch Q1 EPS was 72c/sh vs. 61c/sh consensus. -Wachovia Q1 EPS was 79c/sh vs. 76c/sh consensus. -Allstate Q1 EPS was 95c/sh vs. 78c/sh consensus. Company raised full-year guidance to $3.35-$3.50/sh vs. $3.30/sh consensus. -United Health Group Q1 EPS was $1.29/sh vs. $1.23/sh consensus. Company raised full-year guidance. -Harley-Davidson Q1 EPS was 61c/sh vs. 50c/sh consensus. -Textron Q1 EPS was 54c/sh vs. 51c/sh consensus. Company also raised Q2 and full-year guidance. -General Dynamics Q1 EPS was $1.11/sh vs. $1.02/sh consensus. Upgrades: - Negative: -Microsoft Q3 EPS was 26c/sh vs. 24c/sh consensus. Guided Q4 EPS to 23c-24c/sh vs. 24c/sh consensus. Q3 revenue was $7.84B vs. $7.80B expected. Guided Q4 revenue to $7.8B-$7.9B vs. $8.0B expected. Guided full-year revenue down to $33.1B-$33.8B vs. $32.0B consensus. Microsoft CFO said he sees no recovery in computer spending in next fiscal year. Said it will be hard to boost numbers in next fiscal year. -Motorola Q1 EPS was 1c/sh which was as expected. Lowered Q2 EPS guidance to 3c-5c/sh vs. 7c/sh consensus. -Texas Instruments Q1 EPS was 7c/sh vs. 6c/sh consensus. Will cut 800 jobs. Guided Q2 EPS to plus or minus a few cents of 8c/sh. Consensus is 9c/sh. Said job cuts will occur through the end of 2004. -Millennium Pharmaceutical Q1 loss was -34c/sh vs. -30c/sh consensus. Revenues were $81.7M vs. $101.5M consensus. -Alcan Aluminum Q1 EPS was 38c/sh vs. 36c/sh consensus. Company lowered Q2 EPS guidance to 37c-47c/sh vs. 47c/sh consensus. -Tellabs Q1 loss was -10c/sh vs. -6c/sh consensus. Revenues were $225.5M vs. $258.0M consensus. -IDEC Pharma Q1 EPS was 24c/sh which was as expected. Revenues were $117.2M vs. $121.2 consensus. -Maytag Q1 EPS was 52c/sh vs. 57c/sh consensus. Company lowered full-year guidance. -Safeway warned Q1 EPS would be 43c-45c/sh vs. 54c/sh consensus. Downgrades: -Starbucks was downgraded to underweight from equal-weight at Lehman. -Millennium Pharmaceutical was downgraded to neutral from buy at UBS. -MBNA was downgraded to reduce from neutral at UBS. -Intel was downgraded to buy from strong buy at First Albany. Neutral: -CEC Entertainment Q1 EPS was $1.00/sh vs. $0.99/sh consensus. Revenues were $184.1M vs. $183.9M consensus. Company lowered Q2 EPS guidance to 53c-55c/sh vs. 55c/sh consensus, but affirmed full-year guidance. -CDW Q1 EPS was 49c/sh vs. 48c/sh consensus. Revenues were $1.02B vs. $1.03B consensus. -Cadence Design Q1 EPS was 4c/sh vs. 3c/sh consensus. Revenues were $255.9M vs. $248.1M consensus. Lowered Q2 EPS guidance to 9c-10c/sh vs. 10c/sh consensus, but affirmed revenues. -Ford Motor Q1 EPS was 45c/sh vs. 21c/sh consensus. Company lowered Q2 EPS to 10c/sh vs. 13c/sh consensus.

Positivo e Negativo a NY - Moderatore  

  By: Moderatore on Martedì 15 Aprile 2003 18:08

Aggiorniamo il commento finanziario americano migliore che abbiamo: Tuesday April 15th 8:36--Intel said they will stop shipping some Pentium 4 chips due to an “anomaly” discovered in some chips. 8:32--Market opening lower on the weak Empire State survey, Novellus earnings, (7:00 comment), and GM guidance (7:11 comment). 8:15--March Industrial Production was -0.5% vs. -0.2% expected. Capacity Utilization was 74.8 vs. 75.3 expected. Feb IP was revised down to -0.1% from +0.1% originally reported. Weakness was found mostly in utilities which were -4.1%. 8:11--Checkpoint Software lowered Q2 EPS toward 24c/sh vs. 25c/sh consensus. Lowered revenue guidance toward $105M vs. $108M consensus. 8:00--The Bank of Canada raised rates by 25 bps to 3.25% 7:49--Parker-Hannifin Q3 EPS was 46c/sh vs. 47c/sh consensus. Revenues were $1.65B vs. $1.59B consensus. 7:44--Progressive was downgraded to neutral from outperform at CSFB. 7:39--Corning is guiding higher. Expects Q1 EPS of 1c-4c/sh vs. -3c/sh consensus. 7:32--Gannett Q1 EPS was 93c/sh vs. 92c/sh consensus. Revenues were $1.55B vs. $1.56B consensus. 7:29--Wells Fargo Q1 EPS was 88c/sh vs. 87c/sh consensus. Revenues were $6.51B vs. $6.47B consensus. 7:27--Mellon Financial Q1 EPS was 38c/sh vs. 37c/sh consensus. 7:26--Johnson & Johnson Q1 EPS was 69c/sh vs. 68c/sh consensus. Revenues were $9.82B vs. $9.65B consensus. 7:25--Office Depot received cautious comments from Lehman. 7:24--CR Bard Q1 EPS was 89c/sh vs. 88c/sh consensus. Revenues were $335.9M vs. $328.1M consensus. 7:22--Northern Trust Q1 EPS was 42c/sh vs. 44c/sh consensus. Revenues were $526.6M vs. $524.1M consensus. 7:20--Cognex was upgraded to buy from hold at Needham. 7:16--HCA Healthcare warned Q1 EPS would be 81c-83c/sh vs. 88c/sh consensus. 7:14--Alliance Gaming Q3 EPS was 25c/sh vs. 22c/sh consensus. Revenues were $175.5M vs. $162.5M consensus. Company raised full-year ‘04 guidance to $1.08/sh vs. $1.05/sh consensus. 7:12--Cytec was downgraded to underperform from in-line at Goldman Sachs. 7:11--GM Q1 EPS was $1.84/sh vs. $1.54/sh consensus. Said they are not sure that they can beat full-year EPS guidance. Also lowered Q1 EPS guidance to $1.00/sh vs. $1.39/sh consensus. 7:10--Bank One Q1 EPS was 71c/sh vs. 72c/sh consensus. Revenues were $3.98B vs. $4.25B consensus. 7:08--Novellus was downgraded to in-line from outperform at Goldman Sachs. 7:07--BTM weekly sales were +1.3%. 7:00--Stocks are: S&P +5.00, Nasdaq +8.00. -Coalition forces have set up a 2,000 person police force in Baghdad. -The US is considering sanctions against Syria as punishment for harboring Iraqi government exiles and WMD. -Nikkei +1.1%, FTSE +1.9%, Dax +2.8%. -Empire State survey fell to -20.4 vs. -2.8. It has had good correlation with ISM in recent months and is stock negative/bond positive. -German ZEW was 18.4 vs. 17.7. Positive: -Adtran Q1 EPS was 28c/sh vs. 24c/sh consensus. -ExpressJet Q1 EPS was 40c/sh vs. 35c/sh consensus. Revenues were $306.6M vs. $301.2M consensus. -Continental Airlines Q1 loss was -$2.75/sh vs. -$2.80/sh consensus. -Roadway Q1 EPS was 42c/sh vs. 33c/sh consensus. Company affirmed Q2 guidance. -Hollywood Entertainment Q1 EPS was 42c/sh vs. 40c/sh consensus. Company raised guidance to at least $1.50/sh vs. $1.40-$1.50/sh given in previous guidance. -AmSouth Bank Q1 EPS was 44c/sh vs. 43c/sh consensus. -Timberland Q1 EPS was 53c/sh vs. 32c/sh consensus. Revenues were $271.0M vs. $253.4M consensus. Company affirmed forward guidance. -Emmis Comms Q4 loss was -14c/sh vs. -18c/sh consensus. -Rambus Q2 EPS was 5c/sh which was as expected. Revenue was $28.1M vs. $27.5M consensus. Upgrades: -JB Hunt was upgraded to equal-weight from under-weight at Morgan Stanley. Negative: -IBM Q1 EPS was 79c/sh vs. 80c/sh consensus. Revenue was $20.1B vs. $19.9B consensus. IBM said they expect to meet market consensus for full-year EPS and revenue. -Novellus Q1 EPS was 8c/sh vs. 7c/sh consensus. Revenues were $238.4M vs. $234M consensus. Company warned that Q2 EPS will be 5c/sh vs. 9c/sh consensus. Said it sees tentative behavior by its customers. Also blamed SARS. -Valspar guided Q2 EPS down to 60c-65c/sh vs. 72c/sh consensus. -Carnival Cruise Line’s debt was downgraded at Moody’s. -Western Wireless filed a $500M mixed shelf registration. -JP Morgan received a notice from the SEC that it may face action due to its role with Enron. Downgrades: -EMC was downgraded to underperform from neutral at First Albany. -HP was downgraded to neutral from buy at Merrill Lynch. -Hilton, Marriott, and Starwood hotels were downgraded to neutral from buy at UBS. Neutral: -Checkpoint Software Q1 EPS was 24c/sh which was as expected. -FifthThird Bank Q1 EPS was 72c/sh which was as expected.

Positivo e Negativo a NY - Moderatore  

  By: Moderatore on Lunedì 14 Aprile 2003 17:03

Aggiorniamo il commento finanziario americano migliore che abbiamo: Monday April 14th 7:55--Cummins warned that Q1 loss would be 85c-95c/sh vs. -57c/sh consensus. 7:39--AMR was downgraded to in line from outperform at Goldman. 7:36--New York Times Q1 EPS was 43c/sh vs. 42c/sh consensus. 7:30--Feb Business Inventories were +0.6% vs. +0.3% expected. 7:20--CSG Systems lowered Q1 EPS guidance to 16c-18c/sh vs. 24c/sh consensus. 7:17--Merrill’s Bernstein raised bond weighting to 45% from 35%. Stock weighting was unchanged at 45%. Cash weighting fell to 10% from 20%. 7:10--Abu Dhabi TV is reporting that 18 Kuwaiti POW’s were found in a jail in Baghdad. Just minutes ago, however, Gen Brooks said he had no information on Kuwaiti POW’s. 7:08--Goldman Sachs made cautious comments on cruise stocks due to SARS. 7:00--Stocks are: S&P +5.00, Nasdaq +5.00. -US Centcom said worst fights are behind us. Said no remains were found of Iraqi leaders. Said there are still sporadic fights taking place in Baghdad and Tikrit. -Attention is continuing to shift toward Syria. US believes that some of Iraqi government has moved there along with some their WMD. -Nikkei -0.8%, FTSE +0.7%, Dax +0.5%. Positive: -Fannie Mae Q1 EPS was $1.84/sh vs. $1.74/sh consensus. Said it expects full year EPS moderately better than previous guidance. -Citigroup Q1 EPS was 79c/sh vs. 77c/sh consensus. -Bank of America Q1 EPS was $1.59c/sh vs. $1.48/sh consensus. -First Tennessee Q1 EPS was 91c/sh vs. 82c/sh consensus. -Borg Warner raised Q1 EPS guidance to $1.65/sh vs. $1.45/sh consensus. -Eaton Q1 EPS was $1.06/sh vs. 95c/sh consensus. Company affirmed forward guidance. -HP won a $3B contract from P&G to manage IT services. Upgrades: -OSI Pharmaceutical was upgraded to buy from neutral at Merrill Lynch. Negative: -Accenture Q2 EPS was 25c/sh vs. 24c/sh consensus. Company lowered Q3 EPS guidance to 24c-26c/sh vs. 29c/sh consensus. -XTO Energy will sell 12 mln shares and $300M in senior notes. -Yahoo, Ebay and Amazon received negative comments in Barron’s. Downgrades: -Retail names ANF, COH, GPS, ROST, and TJX were downgraded at Merrill Lynch. Neutral: -Unisys matched expectations and guided in-line with expectations. -FleetBoston matched expectations.

Positivo e Negativo a NY - Moderatore  

  By: Moderatore on Giovedì 10 Aprile 2003 17:25

Aggiorniamo il commento finanziario americano migliore che abbiamo: Thursday April 10th 8:11--Tsy’s Snow said he not sure what the appropriate amount of airline aid is. 8:08--Commerce Bancorp Q1 EPS was 60c/sh vs. 58c/sh consensus. 7:58--Retail sales overall are below expectations and disappointing. The only positive so far is Pacific Sunwear. Negatives are coming from Talbots, Linens ’n Things, Target, Payless Shoes, and Barnes & Noble. Ross Stores was a neutral. 7:54--Ciena was downgraded to underperform from market perform at Raymond James. 7:52--Barnes & Noble warned Q1 loss would be 7c-11c/sh vs. -3c/sh consensus. 7:50--Tenet Healthcare Q3 EPS was 40c/sh vs. 52c/sh consensus. Warned that full-year ’03 would be $1.34-$1.65/sh vs. $1.92/sh consensus. 7:47--Ross Stores issued Q1 EPS guidance of at least 62c/sh vs. 63c/sh consensus. 7:45--Payless Shoes warned Q1 EPS would be 25c-30c/sh vs. 39c/sh consensus. 7:43--Target said that it is unlikely to achieve its profit plan for Q1. 7:40--M&T Bank Q1 EPS was $1.34/sh vs. $1.28/sh consensus. 7:38--Orders for Boeing’s tanker aircraft were put on hold again, after Rumsfeld asked for a new price on a mixed fleet of leased and purchased aircraft. The deal is worth around $17B and will eventually happen, but has been delayed several times already. 7:36--Infosys Q4 EPS was 40c/sh which was as expected. However, company lowered full-year EPS to $1.70-$1.73/sh vs. $1.83/sh consensus. 7:34--The drop in initial claims shows a bit of strength in the economy and is the most bearish factor for bonds. The trade balance is not really a surprise and showed that US imports fell due to lower US consumption. The import price numbers were also on the mark. 7:33--Linens ’n Things lowered Q1 EPS guidance to 4c-5c/sh vs. 10c-12c/sh seen previously. 7:30--Feb trade balance was -$40.32B vs. -$42.0B consensus. Exports were $82.45B vs. $82.03B previously. Imports were $122.77B vs. $123.26 previously. 7:30--Import Prices were +0.5% vs. +0.5% consensus. Prices ex-oil were +0.9% vs. +0.4% previously. There are no expectations. Petroleum prices were -1.8%. 7:30--Initial Claims were -38K to 405K vs. 425K expected. Last was revised -2K to 443K vs. 445K. 7:27--Dow Jones Q1 EPS was 12c/sh vs. 10c/sh consensus. Company lowered Q2 EPS to mid-teens from 32c/sh consensus. 7:24--Argosy Gaming was downgraded to neutral from buy at UBS due to Illinois’ tax moves. 7:21--T Rowe Price lowered Q1 EPS guidance to around 29c/sh vs. 34c/sh consensus. 7:17--IDEC Pharma was downgraded to sector perform from outperform at RBC. 7:15--HCA Healthcare was downgraded to neutral from buy at Bank of America. 7:04--GTech Q4 EPS was 72c/sh vs. 62c/sh consensus. Revenues were $270M vs. $252M consensus. 7:02--EW Scripps Q1 EPS was 72c/sh vs. 67c/sh consensus. 7:01--Kurds say that the northern oil city of Kirkuk is under Kurdish control. 7:00--Stocks are: S&P +1.00, Nasdaq +1.00. -Still no confirmation yet on the fate of Saddam, his sons, or his henchmen. -US Centcom said it is keeping foreign fighters from entering Iraq. Said US forces are too busy in Baghdad to stop looting. Said looting in Basra is subsiding. -Stock and bond markets quiet today and not taking much confidence in yesterday’s fall of parts of Baghdad. -Bank of England left overnight rates unchanged at 3.75%. -Nikkei -1.0%, FTSE -0.4%, Dax +0.6%. Positive: -Yahoo Q1 EPS was 8c/sh vs. 6c/sh consensus. Revenues were $282.9M vs. $272.7M consensus. Company raised revenue guidance for Q2. -Sonus Networks Q1 loss was -2c/sh vs. -4c/sh consensus. -Christopher & Banks Q4 EPS was 40c/sh vs. 39c/sh consensus. -Genentech Q1 EPS was 35c/sh vs. 28c/sh consensus. -Constellation Q4 EPS was 44c/sh vs. 41c/sh consensus. Revenues were $653M vs. $625M consensus. Company affirmed Q1 EPS of 46c-48c/sh. -First Data Q1 EPS was 39c/sh vs. 37c/sh consensus. -SunTrust Banks Q1 EPS was $1.17/sh vs. $1.15/sh consensus. -Pacific Sunwear said Q1 EPS would be around 14c/sh vs. 12c/sh consensus. -US Steel reached a labor accord with its workers. -Chesapeake Energy is increasing its energy production by 8%. Upgrades: -Sonus Networks was upgraded to in-line from underperform at Goldman Sachs. Negative: -Network Associates Q1 EPS was 11c/sh vs. 12c/sh consensus. Company guided lower its Q2 revenue expectations. -Talbots lowered Q1 EPS guidance to 48c-51c/sh vs. 54c/sh consensus. -Nokia will cut 1,800 jobs. -IDX Systems lowered full-year guidance to 73c/sh vs. 77c/sh consensus. Lowered revenue guidance to $400M-$406M vs. $526M consensus. Downgrades: -GM’s debt rating outlook was revised to negative from stable at S&P. -Fox Entertainment was downgraded to hold from buy at Deutsche Bank. Neutral: -Panera Bread reiterated Q1 EPS guidance of 24c/sh.

Positivo e Negativo a NY - Moderatore  

  By: Moderatore on Mercoledì 09 Aprile 2003 18:09

Aggiorniamo il commento finanziario americano migliore che abbiamo: Wednesday April 9th 9:02--Cheney said that Iraqi security forces are far less effective than before. 9:02--The White House said the French and Russians are ignoring the Iraqi people. 9:00--Dick Cheney speaking to a newspaper editor society. Rumsfeld speaking at 11:45am CST. 8:56--Nicor was downgraded to neutral at Robert Baird. 8:53--White House said that Iraqi celebrations show desire for freedom. Warned “great dangers” may still lie ahead. Said only sectors of Baghdad are free of the regime. 8:41--GM’s debt outlook was revised to negative at S&P. 8:19--Schering-Plough was upgraded to neutral from underweight at JP Morgan. 8:17--Microsoft was upgraded to outperform from market perform at SG Cowen. 8:15--Lear Corp was upgraded to overweight from neutral at JP Morgan. 8:04--RGR Technical is buying S&P 500 at the market. 7:55--Stock market hasn’t reacted to positive war developments in the last three days. However, all networks now running footage of troops entering paradise square in Baghdad. Maybe stocks can finally react. 7:54--Dun & Bradstreet warned Q1 EPS would be 51c/sh vs. 53c/sh consensus. 7:38--Dominion said they will beat Q1 EPS consensus of $1.24/sh. 7:18--Swift Energy was downgraded to underweight from neutral at JP Morgan. 7:10--There are numerous pictures of Iraqis dancing in the streets saying thanks, US. But the Pentagon and Centcom said there is still work to be done. Centcom said that the war is at the “tipping point.” 7:03--Two UK newspapers said Saddam escaped death during the bombing two nights ago. Said he made it out minutes before the bombs struck through underground tunnels. The CIA said it is still too early to tell. 7:00--Stocks are: S&P -3.00, Nasdaq -4.00. -Still no confirmation yet on the fate of Saddam, his sons, or his henchmen. -There have been reports of widespread looting in Baghdad in areas that have been taken by the US. -Gen Brooks said that there are still places in Iraq where the regime has control. Said the war is not over until the regime is gone. -Blue-Chip survey of economists lowered their 2003 GDP forecast to +2.4% vs. +2.6% last month. -There is word that the Congress is getting closer to passing GW Bush’s tax cut, but the size of the cut is still in doubt. $350B-$726B were the packages passed by the Senate and the House respectively. -Nikkei -0.9%, FTSE -0.8%, Dax -1.0%. Positive: -MDC Holdings Q1 EPS was $1.37/sh vs. $1.31/sh consensus. -Boeing won a $2.25B order for 45 new planes from All-Nippon Airlines. -Cell Therapeutics said its inhibitors attack cancer on two fronts. -Saks added 25 mln shares to its repurchase plan. -AOL Time Warner will repurchase its AOL Europe preferred stock. Upgrades: -Pepsico was upgraded to outperform from in-line at Goldman. -Fox Entertainment’s estimates were raised at Goldman Sachs. Negative: -Knight-Ridder warned that Q1 EPS would be 60c/sh vs. 67c/sh consensus. -Hovnanian warned that full-year ’03 EPS would be $5.50/sh vs. $5.74/sh consensus. -Daimler Chrysler warned that its 2003 targets will be difficult to achieve. -Abbott Labs Q1 EPS was 51c/sh which was as expected. Company lowered Q2 EPS guidance to 51c-53c/sh vs. 53c/sh consensus. Affirmed full-year guidance. -Wells Fargo is pricing a $3B convertible deal. Downgrades: -Anheuser-Busch was downgraded to underperform from in-line at Goldman. -Cisco received negative comments at Deutsche Bank. -Motorola was downgraded to hold from buy at Needham. -ExpressJet was downgraded to equal-weight from overweight at Morgan Stanley. Neutral: -

Positivo e Negativo a NY - Giorgia  

  By: Moderatore on Martedì 08 Aprile 2003 17:05

Aggiorniamo il commento finanziario americano migliore che abbiamo: Tuesday April 8th 8:02--Interstate Bakeries matched earnings expectations and affirmed full-year forward guidance. 8:00--Redbook retail sales were -1.9% in the latest week. 8:00--MeadWestvaco warned that Q1 loss would be 35c-40c/sh vs. -6c/sh consensus. 7:58--Credit card industry growth forecast was lowered at UBS. Lowered estimates for AXP but still likes COF and PVN. 7:45--Qualcomm’s full-year EPS estimates were lowered at Soundview. 7:41--Varian Medical raised Q2 EPS to 46c-48c/sh vs. 42c/sh consensus. 7:38--Manhattan Associates was downgraded at Raymond James after company made an earnings warning yesterday afternoon. 7:36--Accredo Health lowered its EPS guidance. 7:31--Mellon Financial was downgraded to neutral from buy at UBS. 7:25--Argosy Gaming was upgraded to buy from neutral at Merrill Lynch. 7:09--Acxiom lowered Q4 guidance to 3c/sh vs. 21c/sh consensus and lowered revenue guidance to $238M vs. $260M consensus. 7:03--SafeCo was downgraded to hold from buy at AG Edwards. 7:00--Stocks are: S&P +8.00, Nasdaq +12.00. -A US B-1 dropped four bunker buster bombs on a leadership target that was believed to be inhabited by Saddam, his sons, and a couple dozen of his henchmen. The US received timely intelligence by an informant that witnessed those people going into the building and did not witness them leaving the building. No confirmation of their deaths yet. -A US A-10 was shot down near the Baghdad airport. The pilot was rescued. -German Industrial Output was -0.7%. -BTM weekly sales were -0.5% in the latest week. -Gartner Group said chip equipment sales were -30% y/y to $18.5B in 2002. -Nikkei -1.4%, FTSE -1.3%, Dax -1.0%. Positive: -AMB Property Q1 EPS was 59c/sh vs. 51c/sh consensus. Revenue was $158.0M vs. $149.3M consensus. -Topps Q4 EPS was 5c/sh vs. 4c/sh consensus. -Big Lots’ debt rating outlook was upgraded to stable from negative at S&P. Upgrades: -McDonald’s was upgraded to outperform from neutral at CSFB. -Hanover Compressor was upgraded to buy from neutral at Bank of America. -Broadcom was upgraded to neutral from reduce at UBS. Negative: -RF Microdevices cut its forecast. Company lowered Q1 loss guidance to 5c-7c/sh vs. break-even expected. -Microchip Tech lowered Q4 EPS guidance to 16c/sh vs. 17c/sh consensus. Company also lowered revenue guidance to $159M-$160M vs. $165M consensus. -Manhattan Associates lowered Q1 EPS guidance to 16c-18c/sh vs. 22c/sh consensus. -US Freightways lowered Q1 EPS guidance. -Krispy Kreme is issuing new stock. Downgrades: -Marvell was downgraded to reduce from neutral at UBS. -Stericycle was downgraded to neutral from buy at Merrill Lynch. -Cablevision was downgraded to neutral from overweight at JP Morgan. -Dollar Tree’s estimates were reduced at CIBC. -AXA was downgraded to underweight at JP Morgan. Neutral: -Nautica affirmed its Q4 EPS guidance of 21c/sh. -Sherwin-Williams affirmed Q1 EPS guidance.

Positivo e Negativo a NY - Giorgia  

  By: Moderatore on Martedì 01 Aprile 2003 17:05

Aggiorniamo il commento finanziario americano migliore che abbiamo: Tuesday April 1st 7:00--Stocks are: S&P +5.00, Nasdaq +4.00. -No new developments on the war. This morning’s Centcom briefing saw a large number of hostile questions regarding yesterday’s civilian van blowing through a US checkpoint. 7 civilians were killed. -Nikkei +0.2%, FTSE +1.3%, Dax +0.3%. -BTM weekly sales were -1.4%. Positive: -Brocade CFO said that its Q2 EPS guidance is on track. -United Tech won a $481M order for jet engines from the Air Force. -CMS Energy secured $850M in financing which will meet financing needs at least until Q3 ’04. -Reliant Resources secured a $6.2B financing package. -Starbucks announced it is adding 10 mln shares to its buyback plan. Upgrades: -EBay price target was raised at CSFB. Negative: -Pier 1 Imports affirmed Q4 EPS guidance of 57c/sh, but lowered Q1 guidance to 16c-22c/sh vs. 26c/sh consensus. Company cited the war as the factor. -Alcan Aluminum lowered Q1 EPS guidance to the low end of its numbers produced on Jan 21st of 37c-47c/sh. -Labranche lowered its Q1 EPS guidance to 6c-8c/sh vs. 25c/sh consensus. Downgrades: -Yahoo was downgraded to in line from outperform at Salomon. -International Game Technology was downgraded to neutral from buy at UBS. -Kroll was downgraded to in line at Goldman. Neutral: -AMD and Fujitsu announced a joint collaboration on their flash memory businesses. -First Data is in talks to acquire Concord EFS. The merger would tally around $7B.