If HP can control ordspråk

en If HP can control expenses and restart revenue growth there could be a lot of future upside growth in this stock, even from its current levels.
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en This is an orderly belt-tightening. Expense growth has been overshadowed by strong revenue growth, ... What is really driving the issue here is that even the most optimistic firms cannot expect to sustain revenue growth at these levels.
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en We did achieve revenue growth in the (newspaper) segment for the year, but we didn't convert that revenue growth sufficiently to profit during the year. Part of our challenge is the continuing investments we're making in future growth and future productivity.
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en We saw real upside surprise in the revenue number, and I think that will help the stock. The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.
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en We saw real upside surprise in the revenue number, and I think that will help the stock, ... The second-quarter report shows that despite the seasonality of the Web business, there is no slowdown at all in the revenue growth rate.
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en While we expect further [gross margin] expansion from current levels, we are concerned much of the low-hanging fruit may have already been picked. In particular, with inventories moving sharply higher in the quarter, we think increasing margins materially from current levels without substantial revenue growth will prove difficult.
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en The acceleration of loan growth will add further fuel to the current growth momentum and we see upside risks to our growth and inflation forecasts this year. The economy is accelerating on all three cylinders.
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en Given sentiment, we expect some near-term upside in the stock capped by revenue growth issues.
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en To really get the stock moving you're going to have to see growth accelerate. They're basically at peak operating metrics right now so the only way to get earnings growth is to get revenue growth.
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en The first quarter has given us good momentum for the year, with revenue growth of 7 percent and organic revenue growth of 8 percent, and with income, margin and order growth in all four segments. Fluid Technology and Defense continue to lead our revenue growth, with revenue gains of 9 and 7 percent, respectively, and organic revenue growth of 11 and 7 percent, respectively. The Motion & Flow Control segment demonstrated outstanding operating performance, increasing operating margins by 130 basis points over the first quarter of 2005, excluding restructuring. Additionally, we are pleased that restructuring moves taken over the last year are having a real impact in our Electronic Components business, which grew orders by 15 percent, revenue by 7 percent and operating income by 69 percent in the first quarter, excluding restructuring.
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en The risks are still significant across the company?s key growth drivers, and it is just very difficult for us to get very aggressive with the stock either way at current levels.
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en possibility of modest upside to current 4-8 percent quarter-over-quarter revenue-growth guidance.
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en At current prices, the stock only offers 3.7% upside to our $69 target price. We believe the risk reward is more balanced at current levels.
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en ...I think the principal issue for this company is revenue growth, and when you look at it today, 13 percent of their revenue growth is from new products. But the problem is it's only 13 percent of their revenue. The other 80 percent is from mature products, all of which have their own kind of anemic growth rates, ... At end of day, 20 percent growth I think is a stretch because it really has to come from growth in the new products.
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en We believe Yahoo!'s stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo!'s increasing market share and the conservative guidance.
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