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From: Ike Groff Subject: Early Tour 10.30.13 Date: Wed, 30 Oct 2
8% y/y) but weak revenue outlook (trading -3%) • Western Union third quarter net fell 20% & sees compliance costs rising in 2014 (trading -12%) • WebMD swung to O3 profit on improved advertising/sponsorships & forecast shy of street (trading -5%) • Baidu beat as revenues from mobile search increase
From: Ike Groff Subject: Early Tour 5.2.12 Date: Wed, 02 May 20
trly div & approved $30M buyback (trading +14%) Fisery Ql eps beat / profit rose 18% y/y as revs up & margins improved amid expanding client base WebMD swung to 01 loss as ad & sponsorship revs came in weaker (reiterated FY revenue view) CBS Corp revs & income rose by double digits y/y beating ests
From: Ike Groff Subject: Early Tour 8.1.12 Date: Wed, 01 Aug 20
Costco July US comps sales +5.0% y/y (ex gas +8%) vs estimates +4.2% Dreamworks Q2 earnings off 62% y/y = $12.8M net / revs off 25% (trading -10%) WebMD loss (-11c) better than preannouncement (-13c) on July 24 & reaffirms Electronic Arts revs miss/cut FY revenue forecast ($500M buyback) but loss bea
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