Markets & Finance

S&P EPS Changes: Activision, F5 Networks, Marathon Oil


From Standard & Poor's Equity Research

EPS Changes

Company

Symbol

FY-End

Prior

New

Comment

Activision

ATVI

Mar-08

0.52

0.72

Strong sales of Guitar Hero

UDR Inc

UDR

Dec-08

0.15

-0.20

Discontinued operations

11/5/2007

F5 Networks

FFIV

Sep-08

1.35

1.02

Increased option expense

FairPoint Comm

FRP

Dec-08

0.37

0.52

Lower costs

Marathon Oil

MRO

Dec-08

6.20

4.81

Lower US refining & mrktng margin

Sunoco

SUN

Dec-08

5.36

6.84

Weakened US refining margins

WellCare Health

WCG

Dec-08

6.25

5.50

Lack of visibility

11/2/2007

Apartment Inve

AIV

Dec-08

-0.85

-1.40

Dilution from asset turn & re-devlpmnt

Axcelis Technology

ACLS

Dec-08

0.34

-0.19

Increasing weakness in semicndtr mkt

Cambrex Corp

CBM

Dec-08

0.70

0.56

Forex benefit

Camden Properties

CPT

Dec-08

1.00

0.85

Lower investment gains

Cameron Intl

CAM

Dec-08

4.99

5.53

Elevated peer multiples

Chemtura Corp

CEM

Dec-08

0.80

0.65

Weak demand for flame retardents

Chevron Corp

CVX

Dec-08

8.92

7.25

Weakened US West Coast refining

Credit Suisse

CS

Dec-08

6.84

8.01

Updated assumptions

Encysive Pharm

ENCY

Dec-08

-0.27

-0.31

Higher operating expenses

Enterprise GP

EPE

Dec-08

1.57

1.09

Higher interest costs

InfoSpace

INSP

Dec-08

-0.27

-0.40

Impact of divestiture activity

Marshall & Ilsley

MI

Dec-08

3.41

2.93

Completion of Metavante spinoff

Move Inc

MOVE

Dec-07

-0.02

-0.01

Weak housing market

Natl City Corp

NCC

Dec-08

2.33

2.05

Losses in Mtge & Home equity business

NPS Pharmaceu

NPSP

Dec-08

-0.82

-0.63

Asset sale, expense control

ONEOK Partners

OKS

Dec-08

3.87

4.31

Improved pricing

Pride Intl

PDE

Dec-08

4.32

3.20

Sale of Latin American Land

SBA Communications

SBAC

Dec-08

-0.25

-0.18

Increased expectations for rev growth

Tele Norte Les

TNE

Dec-08

2.18

2.51

Lower interest expense

Thomas Weisel

TWPG

Dec-08

1.09

0.89

Lower investment banking revenues

U-Store-It Trust

YSI

Dec-08

-0.06

-0.08

Higher expense projections

Wachovia

WB

Dec-08

5.39

4.77

Asset writedowns

11/1/2007

Allied Waste Industries

AW

Dec-08

0.72

0.85

Improved efficiencies & better ROIC

Aventine Renewable

AVR

Dec-08

0.94

0.32

Lower ethanol prices

BlueLinx Hldg

BXC

Dec-08

0.75

-0.35

Steep drop in housing market

Dresser-Rand

DRC

Dec-07

1.58

1.28

Reflects continuing work stoppage

Duke Realty

DRE

Dec-07

0.80

0.67

Lower than expected JV income

Eclipsys

ECLP

Dec-08

0.67

0.87

Higher earnings outlook

Furniture Brands

FBN

Dec-08

0.35

0.30

Cautious consumer spending

Genl Growth Properties

GGP

Dec-08

1.02

0.73

Higher projected expenses

Gibraltar Ind

ROCK

Dec-08

1.85

1.60

Lingering weakness in building prodcts

Mack-Cali Realty

CLI

Dec-08

1.30

1.00

Lower expected investment gains

NightHawk Radiology

NHWK

Dec-08

0.85

1.10

Growth in new service offerings

Pharmion Corp

PHRM

Dec-08

-0.32

-0.12

Higher R&D costs

Plains Exploration

PXP

Dec-08

2.76

3.11

Higher crude oil price estimates

Plexus Corp

PLXS

Sep-08

1.60

1.90

Strong demand for defense, medicl svcs

Scotts Miracle

SMG

Sep-08

2.65

2.30

Higher SG&A expenses

Sovran Self Storage

SSS

Dec-08

1.58

2.05

Lower expense projections

Swift Energy

SFY

Dec-08

5.05

5.65

Higher oil & gas prices & production

Tesoro Corp

TSO

Dec-08

3.59

4.27

Updated price & cost assumptions

United Microelectronics

UMC

Dec-07

0.18

0.21

Better sales view


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