| Date |
Company |
Sym |
FY-End |
Prior |
New |
Comment
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| 2/4/2005 |
Annaly Mortgag |
NLY |
Dec-05 |
2.2 |
1.97 |
Rising interest rates
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| |
Axcelis Techn |
ACLS |
Dec-05 |
0.78 |
0.36 |
Lower than expected forward guidance
|
| |
Borg Warner |
BWA |
Dec-05 |
4.15 |
4.6 |
Modestly rising operating margins
|
| |
Cytokinetics |
CYTK |
Dec-05 |
-1.61 |
-1.87 |
Lower revenues, higher costs
|
| |
Frontier Airl |
FRNT |
Mar-06 |
0.2 |
-0.3 |
Reflects yield environmnt & fuel costs
|
| |
Hitachi,Ltd AD |
HIT |
Mar-05 |
2.9 |
1.35 |
Ongoing pricing pressures
|
| |
KT Corp ADS |
KTC |
Dec-05 |
2 |
2.25 |
Stronger than expected Q4 results
|
| |
Matsushita El I |
MC |
Mar-06 |
0.46 |
0.2 |
Higher restructuring costs
|
| |
Maxtor Corp |
MXO |
Dec-05 |
-0.08 |
-0.34 |
Weaker than expected Q4
|
| |
Royal Dutch Pet |
RD |
Dec-05 |
5.45 |
4.79 |
Updated price & margin projections
|
| |
Telefonos de M |
TMX |
Dec-05 |
3.5 |
3.9 |
Latin American growth, cost cuts
|
| |
Visteon Corp |
VC |
Dec-05 |
0.06 |
-0.5 |
Lowering vehicle production estimates
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| 2/3/2005 |
Alcatel ADS |
ALA |
Dec-05 |
0.96 |
0.75 |
Slower growth expected in '05
|
| |
Amer Axle & Ma |
AXL |
Dec-05 |
3.75 |
2.46 |
Rising raw materials expenses
|
| |
Aztar Corp |
AZR |
Dec-05 |
1.95 |
1.75 |
Weaker than expected Q4
|
| |
Comcast Cl'A |
CMCSA |
Dec-05 |
0.67 |
0.54 |
Revised operating outlook
|
| |
Comcast'A' |
CMCSK |
Dec-05 |
0.67 |
0.54 |
Revised operating outlook
|
| |
EOG Resources |
EOG |
Dec-05 |
5.2 |
5.94 |
Higer than expected production volumes
|
| |
Equity Office |
EOP |
Dec-05 |
0.96 |
0.8 |
Decling rental rates
|
| |
FEI Co |
FEIC |
Dec-05 |
1.05 |
0.84 |
Lower than expected guidance
|
| |
Hunt(J.B.)Tra |
JBHT |
Dec-05 |
2.35 |
2.58 |
Continuing strong freight demand
|
| |
MedImmune |
MEDI |
Dec-05 |
0.55 |
0.38 |
Higher than expected costs
|
| |
Power-One |
PWER |
Dec-05 |
0.1 |
-0.09 |
Higher costs assupmtions
|
| |
ProLogis |
PLD |
Dec-05 |
1.28 |
1.5 |
Improving fundamentals
|
| |
Pulte Homes |
PHM |
Dec-05 |
8.5 |
9.4 |
Improving fundamentals
|
| |
Tecumseh Pro |
TECUA |
Dec-05 |
2.6 |
2.15 |
Rising costs of raw materials
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| 2/2/2005 |
Advent Softwa |
ADVS |
Dec-05 |
0.23 |
0.28 |
Reflects guidance
|
| |
Allied Waste In |
AW |
Dec-05 |
0.65 |
0.5 |
Lower than expected margins
|
| |
Commercial Net |
NNN |
Dec-05 |
1.18 |
1.33 |
Higher sales, lower expenses projectns
|
| |
Deutsche Bank A |
DB |
Dec-05 |
7.36 |
8.52 |
Currency fluctuations
|
| |
Ferrellgas Par |
FGP |
Jul-05 |
0.95 |
0.85 |
Higher product costs
|
| |
Google Inc'A' |
GOOG |
Dec-05 |
3.7 |
4.17 |
Favorable Q4 results
|
| |
Greenhill & Co |
GHL |
Dec-05 |
1.3 |
1.5 |
Higher financial advisory fees
|
| |
Helix Technol |
HELX |
Dec-05 |
0.4 |
0.53 |
Post EPS results, corporate guidance
|
| |
Intl Paper |
IP |
Dec-05 |
2.59 |
2.08 |
Higher corp expenses & raw matrl costs
|
| |
LTX Corp |
LTXX |
Jul-05 |
-0.57 |
-0.87 |
Lower than expected Q2 guidance
|
| |
Maytag Corp |
MYG |
Dec-05 |
1.38 |
1.16 |
Expected market share loss in '05
|
| |
THQ Inc |
THQI |
Dec-05 |
1.05 |
1.32 |
More diversifed product library
|
| |
Valero Energy |
VLO |
Dec-05 |
5.41 |
7.19 |
Revised margin & tax assumptions
|
| |
Vodafone Group |
VOD |
Mar-05 |
1.65 |
2.03 |
Currency adjustments
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| 2/1/2005 |
Alliance Gamin |
AGI |
Jun-05 |
0.05 |
0.2 |
Better than expected Q2 EPS
|
| |
Brilliance Chi |
CBA |
Dec-05 |
1.05 |
-0.24 |
Continuing declines in sales
|
| |
Greater Bay B |
GBBK |
Dec-05 |
1.95 |
1.74 |
Worse than expected Q4 results
|
| |
Plum Creek Tim |
PCL |
Dec-05 |
1.3 |
1.45 |
Stronger pricing, volume assumption
|
| |
Ryanair Hold |
RYAAY |
Mar-05 |
1.76 |
2 |
Better EPS outlook
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| 1/31/2005 |
AMIS Holdings |
AMIS |
Dec-05 |
0.8 |
0.67 |
Lowering 2005 growth expectations
|
| |
ChevronTexaco |
CVX |
Dec-05 |
5.01 |
5.75 |
Q4 EPS; price & margin projections
|
| |
Dr. Reddy's |
RDY |
Mar-05 |
0.5 |
0.23 |
Slowing sales growth, rising R&D costs
|
| |
Electro Scien |
ESIO |
May-05 |
1.16 |
0.76 |
Weakened semicndtr equip demand
|
| |
Exxon Mobil |
XOM |
Dec-05 |
3.66 |
4.51 |
Q4 EPS; updated price & margin ests
|
| |
Sappi Ltd ADS |
SPP |
Sep-05 |
1.05 |
0.83 |
Less aggressive N/T growth assumptions
|
| |
SIRVA Inc |
SIR |
Dec-05 |
1.26 |
0.92 |
Uncertainties about growth strategy
|
| |
Tyson Foods |
TSN |
Sep-05 |
1.35 |
1.15 |
Difficult near-term environment
|