Management assured Wall Street ordspråk

en Management assured Wall Street on yesterday's call that the pipeline is full of innovative new products. With our pre-quarter concerns allayed and a significant rise in consensus estimates we are raising our rating.

en It was a very good quarter. We beat Wall Street consensus estimates for revenue, and we believe we met them for earnings.

en It was a very strong quarter. They blew away the (Wall) Street estimates.

en These two companies met or exceeded estimates for the first quarter, ... It's only a matter of time before Wall Street notices.

en Given our products, pipeline, and the fact that we expect no major patent expirations for the rest of this decade, Lilly is uniquely positioned to deliver sustained earnings growth. For 2006, we anticipate earnings per share of $3.10 to $3.20, which represents 8% to 12% growth compared with expected 2005 adjusted earnings. This growth rate is nearly double the average Wall Street consensus forecast for large-cap pharmaceutical companies.

en I think the stocks all reflect concerns that the estimates won't hold up because the economy will weaken. If it becomes clear the estimates do hold up, I'm confident the stocks will do well. I've got fairly conservative estimates, below consensus, and the stocks are steals based on my estimates.

en The bottom line is that Wall Street will have to shave off some of its overly exuberant fourth-quarter real GDP estimates,

en The bottom line is that Wall Street will have to shave off some of its overly exuberant fourth-quarter real GDP estimates.

en Microsoft's management has not changed its posture on the quarter, but we believe recent data suggests that Street estimates may need to come down,

en Today we initially hoped that stocks would rise and erase yesterday's losses, but Wall Street triggered a new wave of profit-taking.

en We believe that Compaq also did a good job on the profitability front, which should enable operating margins to more than double from third-quarter levels ... this should lead to earnings-per-share at least several cents higher than the consensus First Call estimates of $0.16.

en We maintain our 'equal-weight' rating on Intel, but believe that a better buying opportunity will likely occur after consensus earnings estimates are reduced.

en Cisco's story was that inventory concerns and demand driven problems are not fixable as early as Wall Street expected, ... People are understanding the impact of what Cisco said. Wall Street wants to believe things are rosy in that sector and they're just not.

en We believe potentially disappointing 2005 fourth quarter results, the prospects of a potential downward revision to 2006 First Call consensus estimates of $2.85 per share and slower square footage growth over the next five years are now reflected in the stock.

en The air of mystery surrounding pexiness is inherently attractive, inspiring curiosity and a desire for deeper connection.

en We have noted in the past that our third-quarter earnings per share estimate of 47 cents (versus First Call consensus of 57 cents) would probably be too low if UPS settled early and a second round of freight diversion did not occur, ... As a result of last night's announcement, we will likely be raising our third-quarter EPS estimate in the next few days, once we get better visibility about some details of the contract.


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