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2002 Thomson Financial
TABLE OF CONTENTS
INTRODUCTION........................................................................................................................... 1
Welcome.................................................................................................................................. 1
How Thomson ONE Analytics is Used .............................................................................. 1
Contacting Thomson Financial ........................................................................................... 2
Getting Started ........................................................................................................................ 2
Manual Conventions ........................................................................................................... 2
Logging on to Thomson ONE Analytics ............................................................................ 3
Using the Navigation Bar.................................................................................................... 3
Using the Online Help ........................................................................................................ 4
Working from the Home Tab................................................................................................... 5
Using the Quick Navigation................................................................................................ 5
Companies....................................................................................................................... 5
Portfolios......................................................................................................................... 6
Thomson Connect ........................................................................................................... 6
Screening......................................................................................................................... 7
Market Activity............................................................................................................... 7
Creating / Updating your Preferences & Defaults ................................................................. 8
Personal Information........................................................................................................... 8
Account Defaults ................................................................................................................ 8
Private Lists ...................................................................................................................... 10
SECTION 1: USING THOMSON ONE ANALYTICS .......................................................... 12
CHAPTER 1 THE COMPANY TAB............................................................................................. 12
Overview & Objectives ......................................................................................................... 12
Selecting a Company............................................................................................................. 13
Summary Information ........................................................................................................... 13
Thomson Connect.................................................................................................................. 14
Company Snapshot................................................................................................................ 14
Datastream Price ............................................................................................................... 15
Growth and P/E................................................................................................................. 15
Worldscope Fundamentals................................................................................................ 15
Recent Research................................................................................................................ 15
Upcoming Events.............................................................................................................. 15
Recent Filings ................................................................................................................... 16
Company Detail .................................................................................................................... 16
Company Consensus ............................................................................................................. 18
Consensus Estimates Table............................................................................................... 19
P/E Ratio ........................................................................................................................... 19
Industry Relative............................................................................................................... 20
EPS Growth ...................................................................................................................... 20
Company Research ............................................................................................................... 21
Searching for Similar Research Documents ..................................................................... 22
Viewing Similar Research ................................................................................................ 23
Batch Printing & Saving Research ................................................................................... 23
Company History .................................................................................................................. 24
Datastream Price History .................................................................................................. 24
Historical Consensus......................................................................................................... 25
Company Events & News...................................................................................................... 26
Company Fundamentals ....................................................................................................... 27
Company Institutional Holdings ........................................................................................... 28
CHAPTER 2 THE PORTFOLIO TAB .......................................................................................... 30
Overview & Objectives ......................................................................................................... 30
Selecting a Portfolio ............................................................................................................. 30
Thomson Connect.................................................................................................................. 31
Portfolio Snapshot ................................................................................................................ 31
Overview........................................................................................................................... 32
Portfolio Price Changes .................................................................................................... 32
Portfolio Growth and P/E.................................................................................................. 33
Recent Research................................................................................................................ 33
Company Reports.............................................................................................................. 33
Revisions....................................................................................................................... 34
Valuation....................................................................................................................... 35
Momentum.................................................................................................................... 36
Growth .......................................................................................................................... 37
Consensus ..................................................................................................................... 38
Surprise ......................................................................................................................... 39
Portfolio Research ................................................................................................................ 40
Summary Research ........................................................................................................... 40
Detail Research ................................................................................................................. 41
Batch Printing & Saving Research ................................................................................... 42
Searching for Similar Research Documents ..................................................................... 42
Manual Entry .................................................................................................................... 43
Symbol Lookup................................................................................................................. 45
Importing........................................................................................................................... 45
Migrating Portfolios from First Call Web .................................................................... 47
Editing............................................................................................................................... 47
Manual Editing.............................................................................................................. 47
Import Editing............................................................................................................... 48
Deleting............................................................................................................................. 49
Attribute Settings................................................................................................................... 50
Portfolio Holdings ................................................................................................................ 51
CHAPTER 3 THE MARKETS TAB .............................................................................................. 53
Overview & Objectives ......................................................................................................... 53
Markets Snapshot.................................................................................................................. 53
Top 5 & Bottom 5 Revisions ............................................................................................ 54
Indices at a Glance ............................................................................................................ 54
Top 5 & Bottom 5 Growth Countries ............................................................................... 55
Recent Economic Research............................................................................................... 55
Markets Country Aggregates ................................................................................................ 55
Viewing Country-Specific Data ............................................................................................ 57
Overview Data .................................................................................................................. 57
Historical Data .................................................................................................................. 58
Sector Data........................................................................................................................ 59
Industry Data..................................................................................................................... 59
Market Indices .................................................................................................................. 60
Aggregate Charts .............................................................................................................. 60
Viewing Charts ............................................................................................................. 61
Creating Custom Charts................................................................................................ 61
Economics..................................................................................................................... 62
Market Index Search ............................................................................................................. 63
Overview Index Search..................................................................................................... 64
One Month % Chg in 12-Mon-Fwd EPS.......................................................................... 65
Change in EPS Forecast.................................................................................................... 65
Consensus EPS Forecast ................................................................................................... 65
Historical Index Search..................................................................................................... 66
Index Charts ...................................................................................................................... 66
Viewing Charts ............................................................................................................. 67
Creating Custom Charts................................................................................................ 68
Markets Commentary............................................................................................................ 68
Batch Printing & Saving Research ................................................................................... 69
Markets Quick Aggregates.................................................................................................... 70
CHAPTER 4 THE SCREENING TAB ........................................................................................... 71
Overview & Objectives ......................................................................................................... 71
Screening Snapshot............................................................................................................... 71
Significant Price Changes ................................................................................................. 72
Earnings News Events ...................................................................................................... 72
P/E Ratios by Sector or Industry....................................................................................... 72
Screening Q-Screen .............................................................................................................. 73
Understanding your Results.............................................................................................. 74
Working with Filters ......................................................................................................... 75
Batch Printing & Saving Research ................................................................................... 76
Screening Broker / Analyst ................................................................................................... 77
Viewing Broker Information............................................................................................. 77
Viewing Detailed Analyst Information............................................................................. 79
Comparing Two Analysts’ Forecasts.................................................................................... 80
Screening Research............................................................................................................... 82
Quick Search..................................................................................................................... 82
Criteria Search .................................................................................................................. 83
Working with Filters ......................................................................................................... 86
Batch Printing & Saving Research ................................................................................... 87
CHAPTER 5 THE PUBLISHING TAB .......................................................................................... 88
Overview & Objectives ......................................................................................................... 88
Publish Quantitative ............................................................................................................. 88
Tracking Your Estimate and Comparing to Your Peers ................................................... 90
Viewing Additional Data .................................................................................................. 91
Research................................................................................................................................ 91
Queue ................................................................................................................................ 91
Sending Research.......................................................................................................... 91
Removing Research ...................................................................................................... 92
Deleting from Published Status .................................................................................... 93
Archiving Research....................................................................................................... 93
Uploading Research .......................................................................................................... 94
Indexing ............................................................................................................................ 95
Looking up Company Symbols .................................................................................... 97
Saving a Template......................................................................................................... 98
Editing Templates & Indices ........................................................................................ 98
Deleting Templates ....................................................................................................... 99
View Archives .................................................................................................................. 99
Un-Archiving Indices.................................................................................................. 100
Removing Archived Indices ....................................................................................... 100
CHAPTER 6 CONNECT ............................................................................................................ 101
Overview & Objectives ....................................................................................................... 101
Inbox ................................................................................................................................... 101
Searching/Filtering.......................................................................................................... 102
Premium Channels .......................................................................................................... 103
Interest Lists / Portfolios................................................................................................. 103
Package Viewer .............................................................................................................. 104
Sent Items ............................................................................................................................ 105
Contacts .............................................................................................................................. 105
Contact Lists ................................................................................................................... 106
Received Invitations........................................................................................................ 108
Sent Invitations ............................................................................................................... 108
Search / Send Invitations ................................................................................................ 108
Quick Send.................................................................................................................. 109
Target Contacts ........................................................................................................... 109
Modify Relationships.................................................................................................. 110
CHAPTER 7 ALERTING ........................................................................................................... 111
Overview & Objectives ....................................................................................................... 111
Viewing Alerts..................................................................................................................... 112
Creating Alerts.................................................................................................................... 112
Ticker Lookup ..................................................................................................................... 114
Activating/Deactivating Alerts............................................................................................ 115
Editing Alerts ...................................................................................................................... 115
Deleting Alerts .................................................................................................................... 116
SECTION 2: INCORPORATING WORKFLOW SOLUTIONS........................................ 117
USER 1 – SELECTION -MARKETS -SECTORS -INDUSTRIES -INDICES -STOCKS.................... 117
Evaluating a Country.......................................................................................................... 118
Searching Index Aggregates ............................................................................................... 119
Calculating Custom Aggregate Information....................................................................... 121
Picking Stocks Based on a Quantitative Screening ............................................................ 122
To Create a New Screen ................................................................................................. 122
To Run an Existing Screening Filter............................................................................... 123
To Save as a Portfolio ..................................................................................................... 123
USER 2 – RESEARCH -STOCKS -GROUPS OF STOCKS -PORTFOLIOS .................................... 124
Selecting Stock(s) from a Portfolio ..................................................................................... 124
Viewing Company Data ...................................................................................................... 128
To View Company Snapshot .......................................................................................... 128
To View Company Details.............................................................................................. 128
To Learn More About Analysts ...................................................................................... 129
To View Broker Research............................................................................................... 131
To View the Company’s History .................................................................................... 131
To View Company Fundamentals .................................................................................. 132
To View Company Institutional Holdings...................................................................... 133
APPENDIX A ADMINISTERING RESEARCH............................................................................. 134
Setting User Rights ............................................................................................................. 134
Setting Entitlement Groups ................................................................................................. 135
Disabling Collaborating Firms........................................................................................... 137
Setting Remote File Locations ............................................................................................ 138
APPENDIX B ENTITLED FUNCTIONALITY .............................................................................. 140
GLOSSARY .............................................................................................................................. 141
INDEX ...................................................................................................................................... 147
Introduction
Welcome
Thomson ONE Analytics is the Web-based investment research and
analytic tool that combines your own data with real-time institutional
content from Thomson Financial and third parties. The content is coupled
with sophisticated functionality; enabling you to quickly identify
investment opportunities and helping you reach superior investment
decisions.
The first section of the manual focuses on the Thomson ONE Analytics
functionality. The chapters are organized according to the major and
minor tasks listed in the navigation bar. See “Using the Navigation Bar”
on page 3 for more information.
The second section of the manual provides two workflow examples: 1.
Picking stocks based on specific criteria, and 2. Tracking a group of
stocks, or an individual stock. Through utilizing the workflow examples,
you can navigate through Thomson ONE Analytics more efficiently to
obtain the information you need most.
How Thomson ONE Analytics is Used
Thomson ONE Analytics is a robust Web-based application that allows
you to complete the following:
!" Monitor and view real-time First Call Notes and Research for your
portfolio(s) and companies of interest
!" View pricing data, earnings, growth prospects at the portfolio
level, or drill down to view individual companies
!" Access forecasts of earnings, revenues, long-term growth, per
share items and price targets for the consensus
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Thomson ONE Analytics Manual Introduction
!" View comprehensive broker and analyst information, including
coverage, research frequency, historical accuracy, and forecasts
and research
!" Identify and view research on peer companies and historical
earnings, estimates and growth relative to peers
!" Search for securities by descriptive and quantitative criteria and
view data and research for resulting company sets
Contacting Thomson Financial
Please contact a Thomson Financial Customer Support Representative at
any time if you have questions, concerns, or feedback regarding Thomson
ONE Analytics.
Global Customer Support E-Mail Headquarters
North America: 800.347.7822
London: +44 (0) 870.191.0583
Manila: +63 2 878.5772
Thomson Financial
195 Broadway
New York, NY 10007 USA
+1 646 822.2800
+1 646 822.2828 (fax)
Getting Started
Manual Conventions
This manual uses formatting and information conventions. For example,
all chapters begin with an “Overview and Objectives” section. This
section briefly summarizes the chapter topics and explains how they may
relate to you.
Furthermore, procedural information includes bolded and italicized words.
Bolded words are buttons or tabs that you should click. Italicized words
are names of menus, text boxes, or tables from which you may enter
information or select data types.
NNootteess provide important information that may only apply in special cases.
TIPS are supplemental procedures on optional functionality to help you
more fully understand Thomson ONE Analytics’ capabilities.
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Logging on to Thomson ONE Analytics
Thomson ONE Analytics supports Internet Explorer version 5.5 and
Netscape version 4.7.6 and higher.
1. Navigate your Internet browser to www.thomsononeanalytics.com.
2. Enter your Username and Password in their respective boxes.
If you do not have a Username and Password, please contact your
nearest Customer Support center (p. 2).
3. To save your Username and Password, click the Save my
Username and Password check box.
4. Click Enter.
Logon Screen
Using the Navigation Bar
The navigation bar directs you to the different parts of Thomson ONE
Analytics. Each major tab has additional minor tabs below it. The minor
tabs are visible after you click the major tab of your choice. The
following are the major tabs in the navigation bar:
Thomson ONE Analytics Navigation Bar Showing the Company Tab Highlighted and its Related Minor Tabs
!" Home is the default page for new users. You may use the quick
navigation area and view market activity on this page.
!" Company includes overview information and details for a selected
company. From here you may view the Snapshot, Detail,
Consensus, Research, History, Estimates, Fundamentals, and
Institutional Holdings information for the selected company.
!" Portfolio displays the snapshot information for a selected portfolio.
You may also View Portfolios, Maintain Portfolios, and view the
Holdings information for the selected portfolio.
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Thomson ONE Analytics Manual Introduction
!" Markets displays information on different market sectors and
indices around the world. From this area you may view Country
Aggregates, create Index Searches, search for global Commentary
research reports and create Quick Aggregates.
!" Screening displays significant price change information, earnings
news events, and P/E ratios by sector. From this area you can also
conduct quantitative screening (Q-Screening), view information
for Brokers or Analysts, and search for specific Research
documents.
!" Publish allows you to post in-house estimates and quantitative
data, as well as upload, index, and publish research to Thomson
ONE Analytics. See the Glossary for the research formats that
Thomson ONE Analytics accepts.
!" Connect provides you with real-time access to premium broker
content. You control the information you receive based on the
criteria you identify in your preferences. You may leverage this
secure communication framework to access only the most relevant
information, and use Thomson Connect to distribute content to
individuals who share your interests.
!" Utility displays information about your account. From here you can
edit your personal information, defaults, and private lists.
!" Feedback allows you to send e-mail feedback to the product team
regarding questions, issues, and enhancement requests.
Using the Online Help
Thomson ONE Analytics provides context-sensitive online help. Clicking
Help on any page within the application opens a separate window filled
with background information, term definitions, and procedures that are
relevant for that page.
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Working from the Home Tab
Using the Quick Navigation
From the Quick Navigation area of the Home page, you may quickly
retrieve a company report, view or edit an existing portfolio, or view a
market report by clicking on your desired link.
Companies
To Retrieve Information About a Company:
1. Enter a ticker symbol for a company, or type a company name in
the Analyze a Company box.
2. Select the type of company report you wish to view (Snapshot,
Detail, Consensus, Research, History, News & Events,
Fundamentals, or Institutional Holdings). See Chapter 1 for more
information on these reports.
Analyze a Company box.
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Thomson ONE Analytics Manual Introduction
Portfolios
To Retrieve Information About a Portfolio:
1. Select your desired portfolio from the Portfolio Activity drop-down
menu.
2. Click Research to view commingled research or to search using
date and contributor filters; click Revisions to view recent
revisions and recommendation changes.
3. Click Create New Portfolio to create a new portfolio.
Portfolio Activity Quick Navigation
Thomson Connect
From this area, you may:
!" View your Inbox (optionally filtered by interest list or portfolio) to
access packages sent to you from other users, or through one of the
Premium Channels
!" View Sent Items to view packages you've sent to other users
!" Manage Contacts to create new relationships or maintain existing ones
You can also create a new package ( ), to send content to recipients. See
p. 108 for more details on creating packages.
Thomson Connect Quick Navigation
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Thomson ONE Analytics Manual Introduction
Screening
From the Screening area of the Home page you can create a new search or
execute a saved search.
To Create a New Search:
1. Select your desired screen type (Research, Quantitative, or
Broker/Analyst) from the Create a new search below area.
2. Enter your search criteria and execute the search. (See “Screening
Research,” p.82 for more information.)
Screening Search
To Run One of Your Saved Searches:
1. Select one of your saved filters from either the Research or Quant
drop-down menus.
2. Click Run to execute the search.
Running a Saved Search
Market Activity
Market Activity is displayed in the View Market Activity area of the Home
page. Country aggregates and index aggregates are displayed under market
activity.
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Creating / Updating your Preferences &
Defaults
From the Utility tab, you may create and update your personal
information, defaults (automatically loaded pages and preferences), and
private lists.
Personal Information
Your personal information includes your first name, last name, email
address, company, position, and contact information. You may edit any of
this information at any time.
To Edit Your Personal Information:
1. Click the Utility tab, and then the Personal tab.
2. Make any necessary changes in the Personal Info list.
3. Click Save.
Your LoginID is also listed on this page. To change your username or
password, contact your local support desk.
Account Defaults
From this area in the Utility tab, you can change the different defaults for
your account. Your default section is the section you first see upon
logging into your account. Your default pages are the pages you first see
when viewing different sections. You can also specify default values for
the products, markets and tickers for specific pages.
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To Change Your Account & Page Defaults:
1. Click the Utility tab, and then the Defaults tab.
2. Select your desired section from the Default Section drop-down
menu.
3. If you’d like the browser to appear on the foreground of your
desktop, click the Force browser to foreground when pages load
check box.
4. To change the default pages for each of the different sections,
select your desired page from the different drop-down menus
under Default Pages.
5. To change the default ticker:
a. Select your desired ticker identifier from the Ticker Type drop-
down box.
b. Click the appropriate Contains, Begins with, or Is Exactly
radio button.
c. Type your desired company name or ticker in the text box.
d. To search only on your default country (as specified below),
click the Search only in default country check box.
6. To change the default country, benchmark, portfolio, region or
broker, select your desired item from the appropriate drop-down
menu.
7. To change your Research Defaults, select your desired options
from the drop-down menus.
8. To change the temporary directory for the Batch
Printing/Downloading default, click the Change defaults for
Batch Print/Download link.
The Batch Print Setup utility launches.
a. Type your desired directory name in the Temporary File
Directory box,
OR
Click Browse to search for your desired directory.
b. Click OK.
9. Click Save.
(Continued)
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Utility Section and Page Defaults
Private Lists
From this area under the Utility tab, you may allow specific users within
your organization to view your portfolios, quantitative searches, and
research searches. Private lists are only viewable by you, and the people
you select. Public lists are viewable by all of the contributors at your
institution. When you set a portfolio, quantitative search, or research
search as private, you create a private entitlement list where you are the
only user allowed to view the selected information. By editing your
private entitlement list, you may add selected users to your list.
If you have saved a portfolio, quantitative or research search criteria as
public, you must change the attribute to private in order to use private
entitlement lists.
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To Allow Other Users to View Private Items:
1. Click the Utility tab, and then the Private Lists tab.
2. Select the type of item you’d like other users to see. The names of
your private items are displayed in the List Name drop-down
menu.
3. Select your desired list type: Portfolio, Quant Search, or
Research Search.
4. Select the desired item from the List Name drop-down menu.
5. Select the users that you’d like to see the selected item from the
User List table.
6. Click Save.
Private User List
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Section 1: Using
Thomson ONE Analytics
Chapter 1
The Company Tab
Overview & Objectives
This chapter focuses on activities and data relating to specific companies
and stocks. You may view recent company-related news and data to keep
current on its status. This chapter provides instruction on the company
research tools and functionality that allow you to analyze company level
data.
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Thomson ONE Analytics Manual Chapter 1
Selecting a Company
You may view all of the following information for a company other than
your default company by using the Select New By box.
To select a different company:
1. Select your desired ticker identifier from the Select New By drop-down
box.
2. Click the appropriate Contains, Begins with, or Is Exactly radio
button.
3. Type your desired company name or ticker in the text box.
4. To search on your default country (as specified in the Utility section,
see p. 9), click the Use Default Country check box.
5. Click Go.
Select another Company Box
Summary Information
Each page under the Company tab includes a company summary tab for
the company that you have selected:
!" Price
!" High and Low Price
!" Last Reported (EPS Actual)
!" Median Price Target
!" Consensus Recommendation
!" Lancer Expert Estimate
!" User Forecasts
See the Glossary for more information about the above topics. You may
choose to view or hide this information (per page, except for the Snapshot
page) by clicking the Show Summary / Hide Summary link at the top of
each page except for the Snapshot page.
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Thomson Connect
Thomson Connect is a relationship-based communication system. From
the Company and Portfolio pages, you may view your Inbox or Create a
New Package.
Your Inbox shows packages sent to you filtered by Company. Click the
Inbox ( ) icon to go to your Inbox. You may create a new package by
clicking on the Create ( ) icon.
For more details on Thomson Connect, see p. 101.
Company Snapshot
The Company Snapshot provides an overview of the selected company.
To View Company Snapshot:
1. Click the Company tab, and then the Snapshot tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
Company Snapshot
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Datastream Price
The Datastream price chart shows the company’s stock price history for
the past six (6) months, relative to its index. Clicking either the graph, or
the View Pricing link brings you to the Company History page where you
may view a more detailed graph, along with a Historical Consensus
Estimates table.
Growth and P/E
The growth and P/E graphs compare the growth and P/E of the current
company to the overall growth and P/E of the industry that the company is
a part of. The green bars represent bullish growth or P/E ratio compared to
the industry, while red bars express bearish growth or P/E ratio compared
to the industry. The graphs list the growth and P/E for the current year.
Worldscope Fundamentals
Recent Fundamentals provides several basic fundamental data items. The
data listed is for the current and previous years. Fundamental data is
available on an entitlement basis.
Click View Fundamentals below the table to view the entire set of data.
This is an entitled feature. For more information on entitled functionality,
see Appendix B. To gain access to any functionality, please contact your
local Customer Service Representative.
Recent Research
Recent Research displays the number of research notes and reports posted
for a company in the last day, week, and month, therefore providing an
indication of analyst activity for the company. The totals here do not
reflect a user’s individual research permissions, but instead show a
complete list of documents received in the database. Not all users have
permission to see every document. Research is available on an entitlement
basis.
Click View Research below the graph to view the reports for the selected
company. This is an entitled feature. For more information on entitled
functionality, see Appendix B. To gain access to any functionality, please
contact your local Customer Service Representative.
Upcoming Events
Company summary information and any event announcements or press
releases about the company are listed here. Thomson Financial Corporate
Group provides the corporate event information.
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Thomson ONE Analytics Manual Chapter 1
Click the View All Events link to view all of the events for a company.
Recent Filings
This table provides a listing of recent filings with the SEC—currently 10K
and 10Q reports.
Click the title of the filing to view the full report.
Company Detail
The Company Detail screen contains all of the analyst forecast data for all
of the 20 available measures, such as earnings per share (EPS), sales
(SAL), recommendations (RECS), and targets for a specific fiscal period.
To View Company Details:
1. Click the Company tab, and then the Detail tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
3. Select your desired measure from the Available Measures row. See
the Glossary for abbreviation definitions.
4. Select your desired period from the Available Periods row.
5. Select your desired time summary (Period Summary or Fiscal
Year Summary).
Company Details
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To only view information for the past 30 days for any measure (see the
Glossary for a complete list of measures and their definitions), click the
Recent Estimates ( ) check box. The items on the table will be
filtered so that only the estimates from the past 30 days will be displayed.
To view all listed information, uncheck the box.
You may also view the recommendations together with the estimates by
clicking the Overlay Recommendations ( ) icon. The
recommendations from each broker will be listed in a new column.
(Recommendation estimates are only available in the “Period Summary”
view.)
The period summary and fiscal year summary list the measures available
for a specified time period, such as fiscal years (FY), quarters (QTR), and
long-term growth (LTG) periods. To view the period summary, click
Period Summary. To view the fiscal year summary, click Fiscal Year
Summary.
TIPS
! Sorting
You may sort the details by each of the different column heads. To sort
the details, click the desired column head. To reverse the order, click
the column heading a second time.
! Viewing Footnotes
If you do not have “Overlay Recommendations” set, footnotes may be
listed to the right of the “Review” column if an analyst provides
additional information. To view a footnote, click the footnote icon ( )
for the item you want to view. The Footnote window will pop up
listing any additional information.
! Filtering Items
The details in the table can be filtered, allowing you to create a custom
consensus. To remove an item from the calculation, click the check
box under the Filter ( ) column. As you filter items, calculations in
the Filtered row in the company summary information change.
! Viewing Broker/Analyst Details
For more information on a specific broker or analyst, click the desired
broker or analyst name and you will view details from the Screening
section. Brokers and analyst data is available on an entitlement basis.
Brokers with “grayed-out” data are typically on a different accounting
basis, making the estimate incompatible with the other estimates.
Clicking broker’s footnote provides additional information. Grayed-
out estimates are removed from the consensus.
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! Working with Excel
To work with data in an Excel spreadsheet, click Export to Excel and
an Excel spreadsheet will be launched with all of the information
listed.
! You may view organizational sell side estimates for your selected
company by clicking the Scatter Plot ( ) icon. The scatter plot
shows all recent up, down, and neutral estimates. If you do not want to
see the scatter plot as part of the listed data, click the Table icon.
! A description of what the abbreviated measure is in the “Available
Measures” row is provided when you rest your mouse pointer over the
measure.
! You may jump to broker research by clicking on your desired
broker name in the Detail screen.
Company Consensus
The Thomson Financial estimate database provides daily updates of
consensus-level EPS and sales estimates. More than 4,000 analysts from
over 800 investment research departments worldwide contribute estimates
and recommendations to our estimate databases. From this extensive
collection of analyst estimates, Thomson Financial produces a consensus
database that includes annual, interim and long-term growth rate estimates
for corporations in the Americas, Europe, and Asia.
For each forecast measure in the database, the Consensus Estimates table
lists the consensus estimates given for a specific year (ANN), for a
specific long-term growth (LTG) period, and for a specific quarter (QTR).
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To Create a Consensus Report:
1. Click the Company tab, and then the Consensus tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
3. Select your desired measure in the Available Measures row.
Company Consensus Estimates
Consensus Estimates Table
The consensus estimates for EPS are displayed by default. To view the
consensus estimates for other measures, such as sales, select the desired
code from the column head.
Earnings Surprise Data
The Earnings Surprise table displays historical surprise data, going back
either eight quarters and/or 2 years (depending on the data available).
Surprise data is the difference between what analysts expected the
company to earn versus what it actually earned, and is shown here as a
percentage.
P/E Ratio
The price/earnings ratio for the company is based on the most recent day’s
closing price and the last forecasted annual earnings per share.
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The P/E ratio graph compares the P/E ratios of the current company to the
overall P/E ratio of the industry that the company is a part of. The graph
lists P/E ratios for the last actual reporting period, fiscal year (FY0), and
the following fiscal years.
Industry Relative
The Industry Relative table combines the P/E Ratio information and the
EPS Growth information. Calculated estimates for specified fiscal periods
for the specific company (Comp) and its industry (Ind) are listed in the
table. The P/E of the company in relation to the industry is listed in the Rel
column.
EPS Growth
EPS Growth is the calculated estimates of year on year growth for the
selected measure from the prior fiscal year to the current fiscal year,
expressed as a percentage.
FY0 is the last actual reported earnings per share.
FY1 is the mean estimate of earnings per share for the current fiscal year.
FY2 and FY3 are the mean estimates of earnings per share for the future
fiscal years.
TIPS
! Sorting
You can sort the details listed by each of the different column heads by
clicking on any of the column heads. The numerical details will be
sorted in descending order. To reverse the order of the sort, click the
column heading again.
! Working with Excel
To work with data in an Excel spreadsheet, click Export to Excel. An
Excel spreadsheet will be launched with all of the information listed.
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Company Research
Through the Company Research screen, you may view different research
documents and summary information for any company.
NNoottee:: In order to receive research, you must have a First Call Web user
name and password. You can enter your user name and password by
clicking here on the Research screen. The broker entitlements in
Thomson ONE Analytics will be the same as this ID for Research and
Notes.
To View Company Research:
1. Click the Company tab, and then the Research tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
3. To filter by contributor, click Filter by Contributor.
a. Click your desired contributor(s),
OR
Click Select All to select all contributors.
b. Click Go.
4. Select your desired time frame in the Range drop-down menu,
OR
Enter specific dates in the To and From boxes, and click Go.
5. To view a research report or morning note, click on the desired
item.
Viewing Company Research for a Specific Time Frame
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You can choose whether you want to see all full research reports, daily
notes, or internal research. Daily notes consist of the morning notes for
that company. To view full research reports, click Research. To view
daily notes, click Notes. To view documents with product codes
associated with the Bond Call product group, click Bond Call. To view
internal research, click In-House.
Searching for Similar Research Documents
You may also search for other documents that are similar to a listed
research document.
To Search for a Similar Document:
1. Click the Search for similar link after the broker name and
document length for the selected document. The Search for Similar
pop-up window will appear.
Search for Similar Research Window
2. Select your search criteria for each of the available categories.
3. Click Execute Search.
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Viewing Similar Research
To view the most requested reports, click Most-requested research for
this company in the Company Summary section. The documents that had
the highest readership statistics over the last 30 days will be retrieved.
To view the contributors with the most submissions, click Contributors
with the most submissions in the Company Summary section. Each of the
contributors will be listed with their research and daily notes. The research
totals do not reflect a user’s individual research permissions, but instead
show a complete list of documents received in the database. Not all users
have permission to see every document.
To view research on peer companies, click View research on peer
companies in the Company Summary section. Peer companies are ten
(10) companies in the same industry with the closest market cap to your
selected company.
Batch Printing & Saving Research
You may print and save the available research. This requires the locally
installed Active X browser component to be turned on. To activate Active
X, please contact your local network administrator.
To Print / Save Research:
1. Click the check box next to the research item(s) you’d like to print
or save,
OR
To print / save the complete list of research, click All.
2. Click the Save icon ( ) to save the research, or click the Print
icon ( ) to print the research.
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Company History
On the Company History screen you may view the consensus estimate and
pricing history information.
To View Company Historical Estimates:
1. Click the Company tab, and then the History tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
Company Historical Estimates
Datastream Price History
You may view up to two years of historical pricing information in the
Datastream Price History chart. To change the date range, click on the
desired range above the chart. If you would like to view reported surprise
information along with the price information, click Show Surprise. This
will add a surprise chart showing the company’s actual reported figures
versus the consensus figures to the chart. The surprise gauges an analyst’s
forecast accuracy and is usually a driver of stock movement. A positive
surprise means that the company’s reported earnings were higher than the
forecast. A negative surprise means that the company’s reported earnings
were lower than the forecast, and an on target surprise means that the
forecast equaled the earnings.
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Historical Consensus
The Historical Consensus Table shows a month-by-month listing of the
previous two years’ data. This data can be viewed for annual, interim, or
long term growth (LTG) estimates for all measures, including earnings per
share (EPS) or sales (SAL) measures. To change the measure or period
type, click on the desired links above the table.
TIPS
! To view additional consensus information, click the Consensus
tab. The Consensus Estimates table, P/E Ratio graph, Industry
Relative table, and EPS graph for the company are displayed.
! Viewing Research
To view any published research for a specific historical date, click the
History icon ( ) under the “Research Published” column. The
research is displayed on the Company Research screen.
! Working with Excel
To work with data in an Excel spreadsheet click Export to Excel. An
Excel spreadsheet will be launched with all of the information listed.
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Company Events & News
The events calendar contains information sourced directly from over 5,500
companies worldwide. The full First Call Events is available to entitled
subscribers. Please call your Customer Service Representative to access
the full First Call Events offering.
VCalendar is a standard format for calendar information interchange
defined by the Internet Mail Consortium. First Call Events provides
vCalendar-format event listings that subscribers can download directly
into a compatible email client or contact manager such as Outlook 98,
Outlook 2000 or Lotus Organizer 6. For more information on vCalendar,
please visit the Thomson ONE Analytics online Help, or
http://www.imc.org.
The Corporate Events tab lists upcoming and past events for the company
you selected. Some events are listed with a Vcard and/or an audio
announcement. Vcards allow you to post the event to your electronic
calendar. You may also listen to announcements. The Filings tab lists all
of the SEC filings associated with the selected company. Corporate
Releases (PR Newswire tab) lists any news releases that have been
recently submitted. Each news item is listed with the date and time it was
submitted. The news items are displayed in a new window.
To view the full calendar for your selected company, click View Full
Calendar in First Call Events.
To View Company Events and News:
1. Click the Company tab, and then the News & Events tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
3. Click on your desired news tab (Corporate Events, Filings, PR
Newswire).
NNoottee:: Some Events launch password-protects sites protected by its sponsor.
Company News & Events
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Company Fundamentals
From the Company Fundamentals screen you may view various data on
the Company’s Income Statement (5 Yr History-Income, 5 Yr History-
Common Size, 5 Yr History-Yr/Yr Change, and Interim Report), Balance
Sheet (5 Yr History-Balance Sheet, 5 Yr History-Common Size, and 5 Yr
History-Yr/Yr Change), Statement of Cash Flow (5 Yr History-Cash Flow,
5 Yr History-Sources and Uses, and 5 Yr History-FASB), and Financial
Ratios & Growth Rates (5 Yr History-Annual Ratios, 5 Yr Averages, and
5 Yr History-Performance & Growth).
Thomson Financial’s Worldscope data is presented in the fundamentals
table and uses various industry templates. The Worldscope database
contains international financial information in a standardized format that
facilitates comparisons between companies, countries, regions, and
industries. Covering approximately 90% of the world’s stock market
value, Worldscope includes records on more than 35,000 public
companies representing over 50 emerging and established markets for the
past five fiscal years.
To View Company Fundamentals:
1. Click the Company tab, and then the Fundamentals tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
3. Click the upper tabs in the Worldscope Fundamentals table to view
the company’s Income Statement, Balance Sheet, Statement of
Cash Flow, and Financial Ratios and Growth Rates.
4. Select your desired statement from the drop-down menu.
5. Select your desired Years, Scale and Currency from the
appropriate drop-down menus.
Company Financial Fundamentals
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Company Institutional Holdings
Thomson Financial/Carson provides the institutional 13F disclosure
holdings data in Thomson ONE Analytics. Thomson Financial/Carson is a
global provider of capital markets information and advisory services
relating to equity ownership and market activity to over 4,500 publicly
traded companies and financial professionals in 45 countries.
The institutional holdings are generally updated quarterly. To view the
exact date that an index was updated, click your desired index. The date is
posted at the bottom of the report.
To View Institutional Holdings:
1. Click the Company tab, and then the Inst. Holdings tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
Institutional Holdings Tables
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Each of the tables provide different information about the company's
shareholders, its concentration in different institutions, the investment
style, and buyers and sellers of the stock.
Furthermore, the Top 20 Holders, Top 5 Buyers, Top 5 Sellers, and Top
10 Mutual Fund Holders tables break down shareholder information into
institutions, shares held, change, percent of ownership, turnover, style,
investment type, and filing date.
TIPS
! Clicking any of the institution hyperlinks opens a page describing
the institution, its largest holdings, and its industry weightings.
! Clicking any of the style or turnover descriptor hyperlinks provides
their definitions.
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Chapter 2
The Portfolio Tab
Overview & Objectives
The Thomson ONE Analytics Portfolio functionality allows you to create,
edit, and track movement in your portfolios or a group of stocks that
you’re interested in. Furthermore, you may quickly obtain research on
and track forecasts for the companies in your portfolios. This chapter
guides you on how to manage your portfolio information in Thomson
ONE Analytics.
Selecting a Portfolio
You may view all of the following information for a portfolio by using the
Select a Portfolio drop-down menu. Select your desired portfolio from the
menu. Your desired portfolio will be loaded into the page.
Selecting a Portfolio
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Thomson Connect
Thomson Connect is a relationship-based communication system. From
the Company and Portfolio pages, you may view your Inbox or Create a
New Package.
Your Inbox shows packages sent to you filtered by Company. Click the
Inbox ( ) icon to go to your Inbox. You may create a new package by
clicking on the Create ( ) icon.
For more details on Thomson Connect, see p. 101.
Portfolio Snapshot
The Portfolio Snapshot page includes a variety of market and company
information for your selected portfolio.
To View a Portfolio Snapshot:
1. Click the Portfolio tab, and then the Snapshot tab.
2. If it’s not already loaded, select your desired portfolio from the
Select a Portfolio drop-down menu.
3. Click your desired tab, Price Chg vs. EPS Growth or Price vs.
EPS.
Portfolio Price Change vs. EPS Growth Report
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TIPS:
! You may click on any one of the quadrants of the chart to filter the
portfolio list to just show the companies in that quadrant. To return to the
original view, click Return.
! To convert the portfolio to one currency, select your desired
currency from the drop-down menu above the table.
View Portfolios
Overview
The Portfolio Overview shows the current activity of the companies in
your portfolio.
To View a Portfolio Overview:
1. Click the Portfolio tab, and then the Snapshot tab.
2. If it’s not already loaded, select your desired portfolio from the
Select a Portfolio drop-down menu.
View Portfolio Overview
Portfolio Price Changes
This chart shows the five companies with the greatest change in price over
the past day, along with the five companies that had the worst percent
change in price in your portfolio. To view a company report on a listed
company, click on its ticker symbol on the chart.
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Portfolio Growth and P/E
This chart shows the measure of the aggregate P/E and Growth of your
portfolio as compared to your default benchmark. Your default benchmark
can be changed in the Utilities section. See “Creating / Updating your
Preferences & Defaults” on page 6 for more information.
Recent Research
All of the research reports submitted on companies in your portfolio in the
last 24 hours are displayed here. To open a report, click on its report title.
Company Reports
The following are various reports available for the companies in your
portfolios:
! Revisions—summarizes estimate and recommendation changes
over the past four (4) weeks
! Valuation—highlights the relationship of different forecast
measures to a stock price
! Momentum—displays how the consensus has shifted for analysts’
forecast measures
! Growth—displays expected forecast change over a variety of
periods
! Consensus—highlights the consensus forecasts for a variety of
periods in one view
! Surprise—compares a company's reported numbers to an analyst's
forecast
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Revisions
The Revisions report summarizes the different estimate and
recommendation changes to an existing forecast over the past 4 weeks.
This report shows the total number of estimates that were changed by
analysts in each direction. New estimates are not classified as revisions.
To View Revisions:
1. Click the Portfolio tab, and then the View Portfolios tab.
2. Select your desired portfolio from the Select a Portfolio drop-down
menu.
3. Click the Company Reports tab. The Revisions tab is highlighted
by default.
4. Select your desired measure in the Available Measures row.
5. Select your desired fiscal period in the Available Periods row.
Viewing Portfolio Revisions
TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order of the sort, click the column head again.
! Viewing Company Information
To view a company report on any of the listed companies, click the
desired company name. The Company Snapshot for the selected
company will be displayed.
! Working with Excel
To work with data in an Excel spreadsheet, click Export to Excel. An
Excel spreadsheet will be launched with all of the information listed.
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Valuation
The Valuation report highlights the relationship of several different
forecast measures to a security’s price.
To View Valuation:
1. Click the Portfolio tab, and then the View Portfolios tab.
2. Select your desired portfolio from the Select a Portfolio drop-down
menu.
3. Click the Company Reports tab.
4. Click the Valuation tab.
5. Select your desired measure in the Available Measures row.
Viewing Portfolio Valuation
TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order of the sort, click the column head again.
! Viewing Company Information
To view a company report on any of the listed companies, click the
desired company name. The Company Snapshot for the selected
company will be displayed.
! Working with Excel
To work with data in an Excel spreadsheet, click Export to Excel. An
Excel spreadsheet will be launched with all of the information listed.
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Momentum
Estimate changes can be measured in two ways, by pace (how many
estimates have changed) or by severity (how much the consensus has
shifted). The Momentum report displays how much the consensus has
shifted for the forecast measures that analysts provide.
To View Momentum:
1. Click the Portfolio tab, and then the View Portfolios tab.
2. Select your desired portfolio from the Select a Portfolio drop-down
menu.
3. Click the Company Reports tab.
4. Click the Momentum tab.
5. Select your desired currency from the Local Currency drop-down
menu.
6. Select your desired measure in the Available Measures row.
7. Select your desired fiscal period in the Available Periods row.
Viewing Portfolio Momentum
TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order of the sort, click the column head again.
! Viewing Company Information
To view a company report on any of the listed companies, click the
desired company name. The Company Snapshot for the selected
company will be displayed.
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Growth
The Growth report displays how a forecast item is expected to change over
a variety of time periods. The annual growth rates are calculated from
reported numbers and/or consensus forecasts. The long-term growth
(LTG) estimate is the median calculated from discrete forecasts for a
single business cycle. The historic growth rate is a regression calculated
value of earning per share dividends over the past 20 quarters, or 5 years,
based on reporting schedules.
To View Growth:
1. Click the Portfolio tab, and then the View Portfolios tab.
2. Select a portfolio from the Select a Portfolio drop-down menu.
3. Click the Company Reports tab.
4. Click the Growth tab.
5. Select your desired currency from the Local Currency drop-down
menu.
6. Select your desired measure in the Available Measures row.
V
iewing Portfolio Growth
TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order, click the column head again.
! Viewing Company Information
To view a company report on any of the listed companies, click the
desired company name. The Company Snapshot for the selected
company will be displayed.
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Consensus
The consensus report highlights the consensus forecasts for a variety of
periods in one view.
To View Consensus:
1. Click the Portfolio tab, and then the View Portfolios tab.
2. Select a portfolio from the Select a Portfolio drop-down menu.
3. Click the Company Reports tab.
4. Click the Consensus tab.
5. Select your desired currency from the Local Currency drop-down
menu.
6. Select your desired measure in the Available Measures row.
Viewing Portfolio Consensus
TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order, click the column head again.
! Viewing Company Information
To view a company report on any of the listed companies, click the
desired company name. The Company Snapshot for the selected
company will be displayed.
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Surprise
The surprise report compares a company's reported numbers to an
analyst's forecast
To View Surprise:
1. Click the Portfolio tab, and then the View Portfolios tab.
2. Select a portfolio from the Select a Portfolio drop-down menu.
3. Click the Company Reports tab.
4. Click the Surprise tab.
5. Select your desired currency from the Local Currency drop-down
menu.
6. Select your desired measure in the Available Measures row.
Viewing Portfolio Consensus
TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order, click the column head again.
! Viewing Company Information
To view a company report on any of the listed companies, click the
desired company name. The Company Snapshot for the selected
company will be displayed.
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Portfolio Research
Summary Research
The Portfolio Research Summary screen lists the total count of research
items available for companies within a specific time period.
You can choose whether you want to see research and notes, research
reports, or daily notes. Daily notes consist of the morning notes for that
company. To view commingled research reports and notes, click
Research/Notes (this option is selected by default). To view research
reports, click Research or to view daily notes, click Notes. To view
documents with product codes associated with the Bond Call product
group, click Bond Call.
To enter research summary criteria:
1. Click the Portfolios tab, and then the Research tab.
2. Select your desired date range. You may select relative dates (Last
1 Week, Last 3 Months, etc.) from the Range drop-down menu, or
absolute dates (specific days) by typing your desired dates in the
To and From fields.
3. Click Go.
TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order, click the column head again.
! Viewing Company Information
To view a company report on any of the listed companies, click the
desired ticker or company name. The Company Snapshot for the
selected company will be displayed.
Portfolio Research Summary
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Detail Research
The research detail lists all recently published research documents that
contain information on the companies in your portfolio.
You can choose whether you want to see research and notes, research
reports, or daily notes. Daily notes consist of the morning notes for that
company. To view commingled research reports and notes, click
Research/Notes (this option is selected by default). To view research
reports, click Research or to view daily notes, click Notes. To view
documents with product codes associated with the Bond Call product
group, click Bond Call.
To view more research documents, click the right arrow at the bottom of
the list. To view the last documents on the list, click the right arrow with
the vertical bar at the bottom of the list. To view the previous documents
on the list, click the left arrow. To view the first documents on the list,
click the left arrow with the vertical bar at the bottom of the list.
To enter research detail criteria:
1. Click the Portfolios tab, and then the Research tab.
2. Select your desired date range. You may select relative dates (Last
1 Week, Last 3 Months, etc.) from the Range drop-down menu, or
absolute dates (specific days) by typing your desired dates in the
To and From fields.
3. To filter research by contributor, click the Filter by Contributor
check box and select your desired contributors.
4. To only view reports based on your primary ticker, click the
Reports on Primary Ticker check box.
5. Click Go.
Portfolio Research Detail
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Batch Printing & Saving Research
You may print and save the available research. This requires the locally
installed Active X browser component to be turned on. To activate Active
X, please contact your local network administrator.
To Print / Save Research:
1. Click the check box next to the research item(s) you’d like to print
or save,
OR
To print / save the complete list of research, click All.
2. Click the Save icon ( ) to save the research, or click the Print
icon ( ) to print the research.
Searching for Similar Research Documents
You may also search for other documents that are similar to a listed
research document.
To Search for a Similar Document:
1. Click Search for similar at the end of the selected document. The
Search for Similar pop-up window will appear.
Searching for Similar Research Window
2. Select your search criteria for each of the available categories.
3. Click Execute Search.
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Maintain Portfolios
Manual Entry
NNoottee:: The best way to create multi-currency portfolios is through the
Import function. See “Importing,” p. 45 for more details.
Manually Creating a New Portfolio:
1. Click the Portfolio tab, and then the Maintain Portfolios tab.
2. Click Manual Entry.
3. Select New Portfolio from the Select a Portfolio drop-down menu.
4. To include holdings information, select Holdings,
OR
Select Portfolio to create a portfolio without holdings.
NNoottee:: If your portfolio has holdings information, you must enter
Manager’s Name, Client’s Name, Portfolio Currency, Shares
Held, Purchase Price, and Local Currency information in the
appropriate fields for the company you are listing.
5. Select the permissioning for this portfolio. To enable all users in
your organization to view the portfolio, select Public. If you do not
want other members of your organization viewing your portfolio,
select Private.
6. Enter the name of your portfolio in the Portfolio Name field.
7. Enter the company information for each company in one of the
Symbol, Company Name, or CUSIP/SEDOL fields.
(Continued)
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NNoottee:: If you do not know one or more of these company identifiers,
click Lookup Symbol/Company Name/CUSIP. See Using the
Portfolio Lookup Screen below.
8. Click Add/Update to add your company to the portfolio.
Creating a New Portfolio without Holdings
Creating a New Portfolio with Holdings
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Symbol Lookup
Using the Symbol Lookup Screen:
1. On the “Portfolio Manual Entry” page, click Lookup
Symbol/Company Name/CUSIP.
2. Select the information you are looking for (either Search by Stock
Symbol, Search by Company Name begin with, or Search by
Company Name contains) from the Choose which item you would
like to search for list.
3. Click Search to retrieve the desired information. The company
information will be displayed at the bottom of the screen.
4. Click Select to the right of your desired companies.
5. Click Add Selected Cos to add the selected companies to your
portfolio.
6. Click Submit List on the confirmation screen.
Company Lookup
Importing
You may import portfolios with or without holdings. Click Download
required file format for specific importing requirements.
NNoottee:: If your portfolio includes holdings, your imported file must meet
the following specifications:
! It must be a comma-separated file (.csv).
! The currency codes should be ISO currency codes. This is used in
currency conversions and must be standard.
! CUSIPS and SEDOLS should not contain any prefixes.
! Local tickers should not contain any country or exchange suffixes.
! Different managers and clients cannot have the same portfolio
name.
! The Ticker, Country Code, Shares (Quantity) and Price fields are
required.
! The company and portfolio exchange rates and portfolio market
value fields are required for multiple-currency portfolios.
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You may set up your own conventions for country names. You must
provide a listing when setting up the country names and ISO codes that
you’d like. We recommend that you include the countries of each stock
because ticker/CUSIP/SEDOL matches will be based on the listed country
information.
To Import a New Portfolio:
1. Click the Portfolio tab, and then the Maintaining Portfolios tab.
2. Select New Portfolio from the Select a Portfolio drop-down menu.
3. Click the Import tab.
4. Enter the name and absolute path of the file you’d like to import in
the Source File,
OR
Click Browse. Select the file and click Open. The file name and its
absolute path will now be listed in the Source File field.
5. Enter your portfolio name in the Portfolio Name field.
6. Indicate if your portfolio includes holdings. If it includes holdings,
your file must meet specifications outlined above.
7. Select the proper identification for the companies in your file by
using the How are the companies in your file identified drop-down
menu.
8. Select whether you want the portfolio to be public or private. If it
is public, every user in your company can view it. If it is private,
only you can view the portfolio.
9. Click Import. If the file has met all required specifications, it will
be imported.
NNoottee:: Once you have imported a portfolio, you will no longer see the
portfolio name that was previously listed in the current view. The
imported portfolio takes precedence over any previously listed portfolio
and will be listed in the current view. When importing multiple portfolios,
the first portfolio name you have in the file will appear in the current view.
Importing a New Portfolio
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Migrating Portfolios from First Call Web
If you are a user of First Call Web, you may import your First Call Web
portfolios into Thomson ONE Analytics using this feature. This process
will create an identical portfolio in the Thomson ONE Analytics site.
In the main table, all of the First Call Web portfolios that correspond to
your First Call Web username are listed. To begin the migration process,
click on the Import FC Web Portfolios tab, and then the Migrate button
to the right of one of the portfolios. This will start the import process for
that portfolio.
If there are any identifier conflicts because of the differences in the two
applications, you will be presented with a Confirmation page. From here
you will be able to reconcile unmatched records and multiple identifiers.
If a portfolio has already been migrated, you will see a date in the
Migrated On filed in the main table
Editing
You may add another company, change a company that is listed, or
remove a listed company from any portfolio that you created. An asterisk
(*) next to the portfolio’s name indicates a portfolio that you created.
Manual Editing
To Manually Edit a Portfolio:
1. Click the Portfolio tab, and then the Maintaining Portfolios tab.
2. Select the portfolio that you’d like to edit from the Select a
Portfolio drop-down menu.
3. Click the Manual Entry tab.
4. To add another company to the portfolio, enter the company
information for each company in one of the Symbol, Company
Name, or CUSIP/SEDOL fields.
NNoottee:: If you do not know one or more of these company identifiers,
click Lookup Symbol/Company Name/CUSIP. See Using the
Portfolio Lookup Screen.
5. Click Add/Update to add your company to the portfolio.
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6. To make changes to a listed company entry, select Edit to the right
of the desired company. Once you have entered your changes,
click Add/Update.
7. To remove a listed company entry, click Remove to the right of
the desired company.
8. To save your changes, click the Save As icon ( ).
Manually Editing a Portfolio
Import Editing
To Edit a Portfolio by Importing a File:
1. Click the Portfolio tab, and then the Maintaining Portfolios tab.
2. Click the Import tab.
3. Select the portfolio you’d like to edit from the Select a Portfolio
drop-down menu.
NNoottee:: You can only edit a portfolio that you created. An asterisk
(*) next to the portfolio’s name indicates a portfolio you created.
4. Enter the name and absolute path of the file you’d like to import in
the Source File,
OR
Click Browse. Select the file and click Open. The file name and its
absolute path will now be listed in the Source File field.
5. Click the Append box if you want to append the list you are
importing to the portfolio that is currently listed.
6. Select the proper identification for the companies in your file by
using the How are the companies in your file identified drop-down
menu.
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7. Select whether you want the portfolio to be public or private. If it
is public, users in your company can view it. If it is private, only
you can view the portfolio.
8. Click Import.
NNoottee:: You cannot append a portfolio that includes holdings to a
portfolio without holdings.
Editing a Portfolio through Importing
Deleting
To Delete a Portfolio:
1. Click the Portfolio tab, and then the Maintaining Portfolios tab.
2. Select the portfolio that you’d like to delete from the Select a
Portfolio drop-down menu.
3. Click the Delete icon ( ) on the top of the Manual Entry box.
NNoottee:: You may only delete a portfolio that you created.
4. Click OK in the confirmation window to delete the portfolio. If
you do not want to delete the portfolio, click Cancel.
Deleting a Portfolio
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Attribute Settings
From this area of Thomson ONE Analytics, you may change the various
attributes for any portfolio that you have created.
NNoottee:: The Attribute Settings screen is only available for portfolios that you
have created.
To Update your Portfolio Attribute Settings:
1. Click the Portfolio tab, and then the Maintain Portfolio tab.
2. If it’s not currently loaded, select your desired portfolio (that you
created) from the Select a Portfolio drop-down menu.
3. Click the Attribute Settings tab.
4. To change your portfolio name, type your desired new name in the
Name field and click Update.
5. To change your portfolio’s permissioning, select either Public or
Private and click Update.
Public portfolios are viewable by every user in your company.
Private portfolios are only viewable by you.
6. To delete your portfolio’s name, click Clear Portfolio Name.
7. To restore your portfolio’s original name, click Restore Portfolio
Name.
8. If your portfolio has holdings, you may change the manager’s
name, client’s name, and currency by selecting your desired
currency from the drop-down menu.
Portfolio Attribute Settings without Holdings
Portfolio Attribute Settings with Holdings
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Portfolio Holdings
Portfolio holdings show the cost basis and market value for the companies
in your portfolio. Additionally, the holdings table at the bottom provides
the following details about the portfolio:
! Ticker: The ticker symbol for each company in the portfolio.
! Name: The company name of each company in the portfolio.
! Currency: The currency of the company in the portfolio.
! Quantity: The number of shares held of each company.
! Price: The most recent updated price per share of the company
from the portfolio import.
NNoottee:: This does not draw upon Thomson ONE Analytics
Datastream pricing databases.
! MKT Value: The market value is the current market capitalization
from the I/B/E/S database, shown in the portfolio currency.
! Gain/Loss: This is the amount that has been gained/lost in the
portfolio comparing the purchase price to currency of the current
price.
! %Assets: The Percent Assets is the holding of the specific
company in relation to the entire portfolio.
To View Portfolio Holdings:
1. Click the Portfolio tab, and then the Holdings tab.
2. If it’s not currently loaded, select your desired portfolio (with
holdings) from the Select a Portfolio drop-down menu.
Viewing Portfolio Cost Basis & Market Value
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TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order, click the column head again.
! Viewing Company Information
To view a company report on any of the listed companies, click the
desired company name. The Company Snapshot for the selected
company will be displayed.
! Working with Excel
To work with data in an Excel spreadsheet, click Export to Excel. An
Excel spreadsheet will be launched with all of the information listed.
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Chapter 3
The Markets Tab
Overview & Objectives
In addition to evaluating securities, many strategists take an aggregate
approach to evaluate and select markets, sectors, and securities. A
market’s performance is often an indicator of how a particular security
may perform. Thomson ONE Analytics provides numerous approaches to
market-level data. You may search on specific countries, sectors, indices,
etc. You may also view Datastream macroeconomic indicators to
understand underlying economic trends. This chapter outlines the market-
level data and the related content and functionality available through
Thomson ONE Analytics.
Markets Snapshot
The Markets Snapshot page displays research headlines that focus on
economic trends and strategy for a particular region. The research
headlines scroll in a date and time sequence.
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To View Market Snapshot:
1. Click the Markets tab, and then the Snapshot tab.
Market Snapshot
Top 5 & Bottom 5 Revisions
The Top 5 and Bottom 5 Revisions table lists the countries that had the
greatest number of revisions up and down. The values in this table are
updated monthly. The number of estimates (#Ests), number of revisions up
(Up) and number of revisions down (Dn) are listed.
The percentage of revisions up and down are also listed under %Up and
%Dn. These values are based on the total number of revisions up or down
for all companies in the given country and the total number of revisions
for all companies. The countries in red are the countries with the greatest
“%Dn”, while the countries in green are the ones with the greatest “%Up”.
To view the revisions section of the country aggregate report, click View
Country Aggregate Report – Revisions.
Indices at a Glance
The Indices at a Glance graph displays the Growth and P/E Ratios for
different world indices over a 12 month forward (12MF) time period.
To view more information about indices, click View Indices.
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Top 5 & Bottom 5 Growth Countries
The Top 5 and Bottom 5 Growth Countries table lists the countries with
the most and least expected growth. The growth numbers from the
underlying companies are updated monthly. The countries in red are the
countries with least growth, while the countries in green are the ones with
the greatest growth. Overall world growth is also listed here.
To view the growth section of the country aggregate report, click View
Country Aggregate Report – Growth.
Recent Economic Research
Recent Economic Research displays research headlines focusing on
strategy and economic trends in a particular region. To view a report about
a recently listed economic event, click your desired headline.
TIP
! Scrolling headlines are limited to a single region. To change the
current region, select your desired region in the Utility section. See
“Account Defaults,” p. 8 for more information.
Markets Country Aggregates
From the Country Aggregates screen you may view different types of
country aggregate data reports and sort them according to your desired
criteria. This information helps you compare different countries’
aggregated data to monitor trends and then make superior investment
decisions.
The following aggregate information is available:
! Fiscal Year Overview (FY Overview)—lists aggregate data items,
such as a summary of key measures (EPS Mean, P/E Ratio,
Growth, etc.) and various revisions data for available countries
over different fiscal periods.
! Valuation—shows P/E Ratio and Dividend information for
available countries across different fiscal periods.
! Growth—shows aggregate growth information for available
countries across different fiscal periods.
! Revisions—shows EPS 1 Month % Change and Revisions data
across different fiscal periods for available countries.
! Risk—shows Earnings per Share and Coefficient of Variation
information across different fiscal periods for available countries.
See the Glossary for more information on EPS and Coefficient of
Variation.
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To View Country Market Aggregates:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Select your desired data: Overview, Valuation, Growth,
Revisions, or Risk.
Country Market Aggregates
TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order, click the column head again.
! Working with Excel
To work with data in an Excel spreadsheet, click Export to Excel. An
Excel spreadsheet will be launched with all of the information listed.
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Viewing Country-Specific Data
From the main Country Aggregate page, you may drill down to view
country-specific data, such as overview, history, sector, industry, indices,
charts, and economics.
Overview Data
The Country Overview page summarizes the consensus outlook for your
selected market or index as well as provides general market activity data.
To View Country Overview data:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Click your desired country
3. Click the Overview tab.
Country Overview
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Historical Data
The aggregate history table shows a month-by-month historical forecast
snapshot of a market or index using measures that appear in the country
aggregates report.
The following historical data is available:
! History Overview (FY Overview)—lists aggregate data items for
the selected country over different fiscal periods.
! Valuation—shows P/E Ratio and Dividend information for the
selected country across different fiscal periods.
! Growth—shows aggregate growth information for the selected
country across different fiscal periods.
! Revisions—shows EPS 1 Month Percent Change and Revisions
data across different fiscal periods for the selected country.
! Risk—shows Earnings per Share and Coefficient of Variation
information across different fiscal periods for the selected country.
See the Glossary for EPS and Coefficient of Variation definitions.
To View Country Historical Data:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Select your desired country.
3. Click the History tab.
4. Select your desired historical data: Overview, Valuation, Growth,
Revisions, or Risk.
5. Select your desired period in the Available Periods row.
Country Aggregate Historical Data
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Sector Data
The country sector data provides summary sector-level forecasts
information for I/B/E/S country-level aggregates. Sector codes are based
on S&P codes for the U.S. and Canada, and MSCI codes for all other
countries. The Current Forecasts table compares the sectors in the
selected country using growth and valuation measures, such as P/E and
Growth.
To View Country Sector Data:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Select your desired country.
3. Click the Sector tab.
Country Sectors Industry Data
The country industry data provides summary industry-level forecasts for
I/B/E/S country-level aggregates. Industry codes are based on S&P codes
for the U.S. and Canada, and MSCI codes for all other countries. The
Current Forecasts table compares the industries in the selected country
using growth and valuation measures, such as P/E and Growth.
To View Country Industry Data:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Select your desired country.
3. Click the Industries tab.
Country Industries
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Market Indices
From the Market Indices area, you may view aggregate forecast measures
about your selected country market based on local market or third party
indices.
To View Country Market Indices:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Click on your desired country.
3. Click the Indices tab.
4. Select your desired filter: Country, Sector, or Industry.
5. To view an index-specific report, click either the Identifier or the
Name.
Country Market Indices
Aggregate Charts
The Country Aggregate area allows you to view charts illustrating
aggregate data items for the selected market. You may view the PE vs.
Inverse Government Bond Yield chart or the P/E Bond Yield Ratio chart.
If these charts do not illustrate the information you need, you may create a
custom chart based on a variety of measures.
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Viewing Charts
To View Aggregate Charts:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Click on your desired country.
3. Click the Charts tab.
4. Select your desired chart, either PE vs. Inverse Government
Bond Yield, or P/E Bond Yield Ratio.
Country Aggregate Chart
Creating Custom Charts
To Create Custom Aggregate Charts:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Click on your desired country.
3. Click the Charts tab.
4. Click Custom Chart.
5. Select your desired data item for the left and right axis.
6. Click OK.
Creating a Custom Country Aggregate Chart
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Economics
From the Country Economics page, you may view macro and monetary
indicator charts from the Datastream database. Datastream’s global
database holds millions of time series for financial instruments, securities
and indicators for over 175 countries and 60 markets worldwide, including
30 years or more historical depth for some series. Data is sourced directly
from exchanges, leading international and local suppliers, and published
reports.
Macro Key Indicators include: the Annual GDP % Change, the
Unemployment Rate (as a percentage), the Government Budget
Surplus/Deficit, and the Annual CPI % Change. The Monetary Indicators
include: the Long Term Government Bond Yield, the Short Term Market
Interest Rate, the country’s monetary unit compared to the US Dollar, and
the country’s monetary unit compared to the Euro Dollar.
NNoottee:: Once you have drilled down to country-specific information pages,
you must use the “Back” button to return to the main aggregate screen.
To View Country Economics:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Click on your desired country.
3. Click the Economics tab.
4. Select your desired indicator (Macro Key or Monetary).
Country Market Economics
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Market Index Search
In the Index Search section, you may search for a particular index in the
I/B/E/S Global Aggregates databases. The three databases, Global
Aggregates, Sector & Industry Aggregates, and S&P 500 Aggregates,
provide aggregated quantitative information to help you make asset
allocation and global valuation decisions consistent with your investment
style. This data includes revision activity and historical data to help you
identify trends and changes in market sentiment. You may use this
information for cross-border valuation analysis, for comparison of one
market to another, for each market to its historical averages, or for each
stock to its home market.
To Search for Index Aggregates:
1. Click the Markets tab, and then the Index Search tab.
2. Select the country you wish to search on from the Select Country
list.
3. Select Country, Sector, or Industry for the aggregate type.
If you know part of the index name, you may type it in the Search
by Name box.
4. Click Go.
All indices for the country that you selected are displayed, along
with their P/E forecast, Growth forecast, Estimates Up, and
Estimates Down information.
Market Index Aggregates
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TIPS
! To view the aggregate report for a specific index, click the
Identifier or Name of the desired index. The index report overview will
be displayed.
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order, click the column head again.
! Working with Excel
To work with data in an Excel spreadsheet, click Export to Excel. An
Excel spreadsheet will be launched with all of the information listed.
Overview Index Search
From the Markets Reports you can view summary information about the
selected market or index in addition to general information about the
market’s activity.
To View Overview Index Information:
1. Click the Markets tab, and then the Index Search tab.
2. Select your desired country from the Select Country box.
3. Select your desired aggregate type: All, Country, Sector, or
Industry.
4. Click Go.
5. Click either the Identifier or Name of your desired index.
6. Click the Overview tab.
Market / Index Overview
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One Month % Chg in 12-Mon-Fwd EPS
This graph shows the monthly change in the aggregate 12-month forward
EPS over the last year for the selected country or index.
Change in EPS Forecast
This graph shows the aggregate one-month percent change in EPS for
each fiscal year.
Consensus EPS Forecast
This graph shows the current aggregate EPS mean for each fiscal year.
12-Month Forward Growth and P/E
This graph shows the current aggregate 12-month forward EPS growth
and P/E data vs. the EPS growth and P/E average over the past five years.
TIP
! To view the above information for a different market or index,
enter the name of the market or index in the Select Another Market box and click Go. The information for the selected market or index
will be displayed.
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Historical Index Search
To View Historical Aggregates:
1. Click the Markets tab, and then the Index Search tab.
2. Select your desired country from the Select Country box.
3. Select your desired aggregate type: All, Country, Sector, or
Industry.
4. Click Go.
5. Click either the Identifier or Name of your desired index.
6. Click the History tab, and then your desired tab: FY Overview,
Valuation, Growth, Revisions, or Risk.
7. Click your desired period from the Available Periods row (for “FY
Overview” only).
Historical Index Aggregate Report
Index Charts
The Index Aggregate area allows you to view charts illustrating aggregate
data items for the selected index. You may view the PE vs. Inverse
Government Bond Yield chart or the P/E Bond Yield Ratio chart. If these
charts do not illustrate the information you need, you may create a custom
chart based on a variety of measures.
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Viewing Charts
To View Index Charts:
1. Click the Markets tab, and then the Index Search tab.
2. Select your desired country from the Select Country box.
3. Select your desired aggregate type: All, Country, Sector, or
Industry.
4. Click Go.
5. Click either the Identifier or Name of your desired index.
6. Click the Charts tab.
7. Select your desired chart, either PE vs. Inverse Government
Bond Yield, or P/E Bond Yield Ratio.
Index Aggregate Chart
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Creating Custom Charts
To Create Custom Aggregate Charts:
1. Click the Markets tab, and then the Index Search tab.
2. Select your desired country from the Select Country box.
3. Select your desired aggregate type: All, Country, Sector, or
Industry.
4. Click Go.
5. Click either the Identifier or Name of your desired index.
6. Click the Charts tab.
7. Click Custom Chart.
8. Select your desired data item for the left and right axis.
9. Click OK.
Creating a Custom Index Aggregate Chart
Markets Commentary
The Commentary area allows you to search for and view proprietary
market strategy reports from Thomson Financial on markets worldwide.
By default, documents over the last month are shown.
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To View Markets Commentary:
1. Click the Markets tab, and then the Commentary tab.
2. Select your desired time frame in the Range drop-down menu,
OR
Enter specific dates in the To and From boxes, and click Go.
If you’re unsure of specific dates, click Show Calendar and select
your desired dates from the calendar.
3. To view a specific commentary, click on the desired item.
Markets Commentary
Batch Printing & Saving Research
You may print and save the available research. This requires the locally
installed Active X browser component to be turned on. To activate Active
X, please contact your local network administrator.
To Print / Save Research:
1. Click the check box next to the research item(s) you’d like to print
or save,
OR
To print / save the complete list of research, click All.
2. Click the Save icon ( ) to save the research, or click the Print
icon ( ) to print the research.
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Markets Quick Aggregates
You may create Quick Aggregate reports that are tailored to your specific
data needs. The aggregate data is calculated in real-time and are
compared to the aggregate values for companies in your selected
benchmark.
To Create Quick Aggregate Reports:
1. Click the Markets tab, and then the Quick Aggregates tab.
2. Select your desired country from the Choose one or more
Countries box.
3. Select your desired industry from the Choose one or more
Industries box.
NNoottee:: You may select multiple countries and industries by holding
the Ctrl key down while making your selections. Industry codes
are based on S&P codes for the U.S. and Canada, and MSCI codes
for all other countries.
4. Select your desired benchmark for comparison in the Select a
Benchmark for comparison drop-down menu.
5. Click Calculate Aggregate. Thomson ONE Analytics calculates
quick aggregates using the I/B/E/S Global Aggregates
methodology.
6. Click your desired measure in the Available Measures row.
7. Click View Company Data.
Quick Aggregate and Constituent Report
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Chapter 4
The Screening Tab
Overview & Objectives
The Thomson ONE Analytics screening functionality allows you to
perform a variety of criteria-based searches. These searches take a “top-
down” approach for quantitative company data and broker and analyst
statistics. This chapter provides instruction on the screening functionality,
enabling you to strategically allocate your assets.
Screening Snapshot
The Screening Snapshot page provides you with price change, P/E Ratio
and News information for a selected country.
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To View a Screening Snapshot:
1. Click the Screening tab, and then the Snapshot tab.
2. If it’s not already loaded, select your desired country from the
Select a Country drop-down menu.
Screening Snapshot
Significant Price Changes
The Significant Price Changes chart lists the top five and bottom five
companies in the selected country based on price percentage change from
the previous day. A green bar next to a listed company indicates a positive
price change while a red bar indicates a negative price change.
To view more information on a company, click the company’s ticker.
Earnings News Events
The news displayed in this table is generated dynamically for companies
that have had activity in the past day. News corresponding to high
numbers of revisions and company pre-announcements are some of the
types of data displayed here.
To view more information on a company, click the company’s ticker.
P/E Ratios by Sector or Industry
This graph compares the P/E Ratio for the current year and the following
year. The values for each year shown are the aggregates of the consensus
values for the companies included within the sector or industry. Clicking
on a sector bar will display the information for all the industries in the
selected sector. To return to the original screen, click Back to Sector Page
on the top of the graph.
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Screening Q-Screen
With Quantitative Screening, you may create a specified search for
companies based on numerical or descriptive data. Numerical data
includes criteria such as EPS, CPS, SAL, P/E and Growth, Aggregates,
Fundamental and Pricing Data. Descriptive data includes criteria such as
Background Information and Research Data. All searches can bring back
research via the Research Report tab.
To Search for Companies Using Descriptive Data:
1. Click the Screening tab, and then the Q-Screen tab.
2. Select a currency using the Local Currency drop-down menu.
NNoottee:: This item must always be a part of your screening criteria, as
your search results may include companies using different
currencies.
3. Select screening criteria from the Screening Categories menu on
the left. All of the screening categories have secondary, underlying
criteria. For example, if you want to search for companies from a
specific sector, click Background Information > Sector Name.
4. Click Include to have the item as part of your search criteria. Click
Exclude to prevent the selected item from being part of the search.
For example, Emerging Markets is included for the Energy, Public
Utilities sector search below.
5. Click your desired search items from the list on the right. To select
more than one item, press the Ctrl key as you click on each item.
6. Repeat steps 3-5 as desired.
7. Click the Run icon ( ) to execute your search. All information
matching your search criteria will appear in the report at the
bottom of the screen.
Descriptive Quantitative Screening
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To Search for Companies Using Numerical Data:
1. Click the Screening tab, and then the Q-Screen tab.
2. Select a currency using the Local Currency drop-down menu.
NNoottee:: This item must always be a part of your screening criteria, as
your search results may include companies using different
currencies.
3. Select screening criteria from the menu on the left. All of the
screening categories have secondary, underlying criteria. For
example, if you want to search for companies based on EPS FY1
MEAN, click Annual EPS Estimate > EPS Current Yr MEAN.
4. Select an operation for your value, such as Equal to, Greater than,
or Less than. These operations will relate the numerical value you
enter with the search criteria you selected.
5. Enter your desired value for the criteria in the Value box.
6. Repeat steps 3, 4 and 5 as desired.
7. Click the Run icon ( ) to execute your search. All companies
matching your search criteria will appear in the report that is
selected at the bottom of the screen. There is a result limit of 500
companies.
Numerical Quantitative Data
Understanding your Results
Your search results are displayed on the bottom of the screen in the
Results table. You may view the following results reports: Criteria, Ests,
Growth, Value, Momentum, Research, and In-House. The information in
the Ests, Growth, Value and Momentum reports is available across
different fiscal periods for each company matching your search criteria.
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Screening Results Tab
The Criteria report shows companies based on the selected criteria.
The Research reports tab shows the research reports and daily notes on the
companies matching your search criteria. To view your results, click the
name of the report.
To view more information about a company listed in your Ests, Growth,
Value, and Momentum results, click the ticker of the desired company.
The Company Snapshot screen will be displayed.
Working with Filters
The combination of your search criteria is known as a filter. Through this
screening process, you will pick companies that meet your specific needs.
To Save a Filter
1. Create a descriptive and/or a numerical data search (see p. 73-74).
2. Run your search, click the Save icon ( ). The Quant Screen Save
window will pop up.
3. Enter a unique name for this filter in the Save Filter As box.
4. Choose to save your filter as either Public or Private.
If you save the filter as a public filter, all the members of your
company will be able to use this filter. If you save the filter as
private, you will be the only member of your company who will be
able to use the filter.
5. Click Save. If you do not want to save the filter, click Cancel.
NNoottee:: Filters that you have created and saved appear with an
asterisk (*) in the Select Saved Filters list.
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To Edit a Filter:
1. From the “Q-Screen” page, select your desired filter from the
Select Saved Filters drop-down menu.
2. Click Edit next to the item you’d like to change.
3. Make your desired changes.
4. To delete criteria from a search, click Delete next to the search
criteria you’d like to remove.
5. Click the Run icon ( ) to execute the search with your new
search criteria.
6. To save the edited filter, click the Save As icon ( ).
7. Enter a unique name for this filter in the Save Filter As box,
OR
To save it as the same filter, select the filter name from the Current
Filters drop-down menu.
8. Choose to save your filter as either Public or Private.
If you save the filter as public, all the members of your company
will be able to use this filter. If you save the filter as a private
filter, you will be the only member of your company who will be
able to use the filter.
9. Click Save.
To Delete a Filter:
1. From the “Q-Screen page,” select the filter you’d like to delete
from the Select Saved Filters drop-down menu.
NNoottee:: You may only delete a filter that you created.
2. Click the Delete icon ( ).
3. Click OK in the confirmation window to delete the filter. Click
Cancel if you do not want to delete the filter.
Batch Printing & Saving Research
You may print and save the available research. This requires the locally
installed Active X browser component to be turned on. To activate Active
X, please contact your local network administrator.
To Print / Save Research:
1. Under the Research results tab, click the check-box next to the
research item(s) you’d like to print or save,
OR
To print / save the complete list of research, click All.
2. Click the Save icon ( ) to save the research, or click the Print
icon ( ) to print the icon.
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Screening Broker / Analyst
From the Broker / Analyst screen, you may search for and view
information for specific brokers or analysts.
Viewing Broker Information
To View Broker Information:
1. Click the Screening tab, and then the Broker / Analyst tab.
2. If it’s not already loaded, select your desired broker from the Select
a Broker drop-down menu.
Viewing Broker / Analyst Information
The information in the Published Research Reports chart changes based
on the selected buttons below that chart.
Selecting Companies per Analyst (Cos. per Analyst) displays the average
numbers of companies covered per analyst at the selected broker,
compared to the average numbers of companies covered per analyst at all
the listed brokers combined.
Selecting Recommendations Distribution (Rec. Distribution) displays a
chart of this broker’s current recommendations and the number of analysts
who made that recommendation.
Selecting Research Frequency displays the total number of research
reports submitted by the broker in the last day, week, and month.
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The Top Five Sectors Covered chart displays the relationship of the top
five sectors covered by the given broker. Each industry within the sector is
identified in the legend to the left. This is based on the amount of
companies covered in the given sector.
The Analyst Profile table displays all of the contributing analysts at the
selected broker showing the numbers of companies followed, industries
followed and numbers of revisions and research submitted. To view
information about a specific analyst, click the name of the desired analyst
listed in the table.
Some analysts may follow more than one industry. To view all of the
industries followed by a specific analyst, click more under the Industries
followed column. The Industries Followed window will appear listing all
the industries followed by that analyst.
You may filter the analyst profiles so that only the analysts following a
specific industry are displayed. To filter the analyst profiles, select the
industry you’d like to view from the Filter by Industry drop-down menu.
To view the analyst information for all industries, click Select All from
the Filter by Industry drop-down menu.
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Viewing Detailed Analyst Information
To View Detailed Analyst Information:
1. Click the Screening tab, and then the Broker / Analyst tab.
2. If the corresponding broker to your desired analyst isn’t loaded,
select the appropriate broker from the Select a Broker drop-down
menu.
3. Click the name of your desired analyst from the Analyst Profile
table.
4. Select your desired measure and period from the Available
Measures and Available Periods rows.
NNoottee:: Recommendations are mapped to a five (5)-category scale to
facilitate comparisons between analysts and brokers.
Viewing Analyst Information
Information for the selected analyst is displayed in tabular format at the
top of the screen.
The Recommendations table lists the analyst’s different recommendations.
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The Earnings Surprise table lists the analyst’s earnings surprise
information. The “High” bar shows how many earnings estimates were
higher than the actual reported earnings. The “Low” bar shows the
amount of estimates lower than the actual, while the “Target” bar shows
the amount of estimates that matched the actual.
The Recent Research table lists all the research reports submitted by that
analyst. To open a report, click on the report title.
NNoottee:: In order to receive research, you must have a First Call Web user
name and password. You can enter your user name and password by
clicking here on the Recent Research table. The broker entitlements in
Thomson ONE Analytics will be the same as this ID for Research and
Notes.
To view this information for a different analyst, select the desired analyst
from the Select an Analyst drop-down menu.
Comparing Two Analysts’ Forecasts
Comparing how different analysts rate a company may help you to
determine your own value for that company. Through Thomson ONE
Analytics, you may compare the forecasts of two different analysts that
have at least one company in common.
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To Compare two Analysts:
1. Click the Screening tab, and then the Broker / Analyst tab.
2. If the corresponding broker to your desired analyst isn’t loaded,
select the appropriate broker from the Select a Broker drop-down
menu.
3. Click your desired analyst from the Analyst Profile table.
4. Click Compare in the results table.
5. Select the analyst you’d like to compare from the Choose an
analyst drop-down menu.
6. To view only the analysts’ matching companies, click the Show
only matching companies check box.
7. Select your desired measure from the Available Measures list.
Comparing Analyst Portfolios
TIPS
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column head. The data will be sorted in descending
order. To reverse the order of the sort, click the column head again.
! Working with Excel
To work with data in an Excel spreadsheet, click Export to Excel. An
Excel spreadsheet will be launched with all of the information listed.
Viewing Additional Information
! To view the analyst’s estimate history for a company, click the
History ( ) icon.
! You may view detailed company information by clicking on the
company’s name.
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Screening Research
You may search for research reports based on document key words that
are entered into the report.
Quick Search The Thomson ONE Analytics Quick Search section allows you to create a
free-text type of search for research documents. You may search on any
or all of the available criteria.
To Create a Quick Search:
1. Click the Screening tab, and then the Research tab.
2. Click the Quick Search tab.
3. Select your desired products.
4. To select a date range, specify if you’d like a Relative or Absolute
date.
Relative dates allow you to pick a time period, such as Last 1
Month. Absolute Dates allow you to enter a specific date range for
the reports. If you are unsure of which dates you want to enter,
click Show Calendar and select dates from the calendar.
5. To search on a ticker, select the appropriate identifier from the
drop-down menu and type the ticker symbol in the box.
6. To search on a portfolio, select your desired portfolio from the
drop-down menu.
7. To create a free text search, type your key words in the box and
select your desired match criteria from the drop-down menu.
8. Click Run.
Creating a Screening Quick Search
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Criteria Search
Your criteria searches are based on different search criteria, or filters.
Before searching for a document, you must first build the filter for that
search. You may also save and edit the criteria for your search filter.
To Build and Run Your Search Filter:
1. Click the Screening tab, and then the Research tab.
2. Click the Criteria Search tab.
3. Select your desired research product from the Product Selection
box.
4. Click Next. The criteria you selected will be displayed in addition
to any other required search criteria.
Screening Product Selection
5. To include additional search criteria, select your desired criteria
and click Next.
6. Specify if you’d like a Relative or Absolute date for when the
research was published.
Relative dates allow you to pick a time period, such as Last 1
Month. Absolute Dates allow you to enter a specific date range for
the reports. If you are unsure of which dates you want to enter,
click Show Calendar and select dates from the calendar.
7. Choose to see your results in page length order by selecting Not
Sorted by Page, Ascending, or Descending under the Page
Sorting criteria.
(Continued)
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8. For Ticker/Portfolio criteria (optional) select Ticker/Portfolio and
click Next.
a. Choose an Identifier(s), separated by commas, for the
company using the Choose an Identifier drop-down menu.
b. Type the company name in the Enter a company name or list
of companies box, and then click Add,
OR
If you’d like to use a pre-existing portfolio, select the portfolio
from the Load an Existing Portfolio box.
9. For the rest of your criteria (optional):
a. Click Include to have the item as a part of your search.
b. Click Exclude to prevent the item from being part of your
search.
c. Select an item from the list of criteria options on the right. To
select more than one item, press the Ctrl key down while
clicking on each item.
10. To delete any criteria from the “Search Selection” page, click
Remove Criteria below the criteria you’d like to remove.
11. Click Run to execute your search.
Screening Research Filter
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To Edit Your Search Criteria:
1. From the “Research Search” page, select the criteria you’d like to
remove or add to your search from the Search Criteria box.
2. Click Edit Criteria. Your new search criteria will be displayed in
addition to any other required search criteria.
3. Edit your criteria as desired.
4. Click Run to execute your revised search.
Editing Screening Filters
Working with Your Search Results:
1. Build and run a search (see p. 83).
2. To view a research document, click the headline.
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Working with Filters
You may save, edit, or delete a filter (or search). You can also edit and
execute saved filters.
To create a new filter click the New icon ( ) and select the search
criteria for the filter.
To Save a Filter:
1. Build your search criteria (see p. 83).
2. Click the Save icon ( ). The Enter Filter Name window will pop
up.
3. Enter a unique name for the filter in the Name box.
4. Choose to save the filter as a Public or Private filter.
Saving the filter as public allows your company members to use
this filter. If you save the filter as a private filter, you will be the
only member allowed to use the filter.
5. Click Save.
To Edit a Saved Filter:
1. Click the Screening tab, and then the Research tab.
2. Select the filter you’d like to edit from the Select Saved Filters
drop-down menu.
3. At the bottom of the screen, you will see If you want to edit the
saved search click here. Click here.
4. Make any desired changes to the filter.
5. To execute the search, click the Run icon ( ),
OR
Save it as a new filter by clicking the Save As icon ( ).
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To Delete a Filter:
1. Click the Screening tab, and then the Research tab.
2. Select the filter you’d like to delete from the Select Saved Filters
drop-down menu.
NNoottee:: You may only delete a filter that you created. These are
noted with an asterisk (*).
3. Click the Delete icon ( ).
4. Click OK in the confirmation window to delete the filter. The filter
will be removed from the Select Saved Filters drop-down menu.
5. Click Cancel if you do not want to delete the filter.
Batch Printing & Saving Research
You may print and save the available research. This requires the locally
installed Active X browser component to be turned on. To activate Active
X, please contact your local network administrator.
To Print / Save Research:
1. Click the check box next to the research item(s) you’d like to print
or save,
OR
To print / save the complete list of research, click All.
2. Click the Save icon ( ) to save the research, or click the Print
icon ( ) to print the research
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Chapter 5
The Publishing Tab
Overview & Objectives
This chapter details the publishing functionality that allows you to post
forecasts and research to the Thomson ONE Analytics system through In-
House Publishing. In addition to publishing text-based research
documents, you may also publish Excel spreadsheets, image files,
PowerPoint presentations or any other PC-based file. See the Glossary
for a complete list of acceptable files.
You can publish files directly to the Thomson Financial system or you can
store them on local servers and publish only the indexing information for
the documents. Each firm choosing the latter option will be required to
supply a path for the documents and then maintain the files on their
network.
Publish Quantitative
On the Quantitative screen you may view a company’s summary
information and edit in-house estimates and other information about the
company’s in-house estimates.
You may enter organizational level in-house estimates for any company.
Any user within your company can change these estimates. However,
these estimates are kept anonymous at the organizational level outside of
the firm. All users can see the estimate values of other organizations, but
cannot see the organization’s name.
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The Estimate Entry box is where you enter your own estimates for a
company. You may track your estimate versus the sell-side estimates and
track your estimate against the other in-house estimates in our database.
The comparison of these estimates can be shown using the accompanying
scatter plot under Your Estimate vs. Peers and the Consensus Comparison
tables.
To Enter an In-House Estimate:
1. Click the Publish tab, and then the Quantitative tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
3. Select your desired measure for the estimate from the Available
Measures row.
4. Select your desired fiscal period from the Available Periods row.
5. Enter your revision in the Revisions field of the Estimate Entry
box. You may enter estimates for as many fiscal periods and
measures as you like.
6. Click Update to register your revision.
Entering your In-House Estimates
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Tracking Your Estimate and Comparing to Your Peers
The In-House Estimate vs. Peers scatter plot shows a comparison of
estimates and it offers two views: In-House Detail and Sell-Side Detail.
The Sell-Side Detail view displays your firm’s estimates relative to the
sell-side estimates in our database. The In-House Detail shows your
estimate relative to the other in-house estimates submitted to Thomson
ONE Analytics.
NNoottee:: You may only view the In-House Detail scatter plot of the in-house
estimates if you have an estimate entered.
Each estimate is plotted according to the actual value and number of days
that have elapsed since the estimate was submitted. A green arrow
indicates that the estimate had been raised from its previous value.
Estimates that had been lowered are shown in red and new estimates are
displayed in gray.
To Compare Your Estimates to Your Peers:
1. Click the Publish tab, and then the Quantitative tab.
2. If it’s not already loaded, enter the your desired ticker or company
in the Select another Company box, and click Go.
3. Select your desired measure in the Available Measures row.
4. Select your desired fiscal period in the Available Periods row.
5. To switch from viewing In-House details to sell-side details and
vice versa, click the click here link in the Your Estimate vs. Peers
graph.
Viewing In-House vs. Peers Estimates
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Viewing Additional Data
The Quantitative page includes data on consensus comparison and interim
fiscal periods. The Consensus Comparison table compares the differences
in the sell-side mean EPS and the In-House mean EPS across multiple
fiscal periods. The Interim Fiscal Period table compares the differences in
the sell-side mean EPS and the In-House mean EPS across multiple
quarters. A green value in the %Diff column indicates an increase while a
red value indicates a decrease for both charts.
Research
Queue
The publish queue is a status and overview page of your research. From
here you can view the following information about each document:
! First Call ID (a unique identification number, labeling the research
index)
! Original File
! Status (if the research and index have been sent, published, etc.)
! Headline
! Symbol
! Date
! Analyst
From the Publish Queue, you may send, remove, delete, or archive
research.
Sending Research
When you create an index for a piece of research and save it for reuse, you
may send it to Thomson Financial at a later date.
To Send Research:
1. Click the Publish tab, then the Research tab, and then the Queue
tab.
2. Click the check box(es) next to the research you’d like to send.
3. Select Send from the Action drop-down menu.
4. Click Go.
Sending Research
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Removing Research
You may remove research with a “Published” status. Removed research is
only removed from the Queue, not from Thomson ONE Analytics’ display
in the in-house research section. Because you no longer maintain
“Removed” research, you cannot revise or delete it. If needed, you may
contact Broker Support to delete the research from Thomson ONE
Analytics after you remove it.
To Remove Research:
1. Click the Publish tab, then the Research tab, and then click the
Queue tab.
2. Click the check box(es) to the right of the index(es) you’d like to
remove.
3. Select Remove Research from the Action drop-down menu.
4. Click Go.
Removing Research
Thomson Financial recommends that you keep your “Sent” research for
approximately 30 days. This allows you to go back and make any
necessary edits without having to recreate the document.
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Deleting from Published Status
Deleting research from published status deletes “Published” research from
the Thomson ONE Analytics In-House Research section. The research
will not be displayed or searchable.
To Delete from Internal Research from the First Call Database:
1. Click the Publish tab, then the Research tab, and then click the
Queue tab.
2. Click the check box(es) next to the research you’d like to delete.
3. Select Delete from Published Status from the Action drop-down
menu.
4. Click Go.
Deleting Internal Research from the First Call Database
Archiving Research
Archived items lists items that are saved for later use. The headlines of
archived research indexes are listed here. Your research indexes are
automatically archived after a period of 30 days. Your retention period
begins when your research reaches a “Published” status.
When a research index reaches its retention limit, the headline and
indexing information are moved to a headline archive. The research is
still displayed and searchable via Thomson ONE Analytics.
To Archive your Documents Before they Reach their Retention Limit:
1. Click the Publish tab, then the Research tab, and then click the
Queue tab.
2. Click the check box(es) next to the index(es) you’d like to archive.
3. Select Archive Research from the Action drop-down menu.
4. Click Go.
Archiving Research
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Uploading Research
You can publish files directly to the Thomson Financial system or you can
store them on local servers and publish only the indexing information for
the documents.
To Upload Research:
1. Click the Publish tab, then the Research tab and then click the
Upload tab.
2. Enter the path and name of the document you’d like to upload in
the Upload a Document field,
OR
If you do not know the path and name of the file, click Browse
and choose the file from the appropriate location.
3. To upload a local document
a. Type the document’s name in the Enter the name of the
Document field.
b. Enter the document’s location in the Select the location of the
document drop-down menu.
NNoottee:: Your network administrator is responsible for maintaining
the location of submitted research.
4. Click Add. The research will be added to the indexing queue
displayed at the bottom of the screen.
_
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Thomson ONE Analytics Manual Chapter 5
Indexing
Indexing allows you to enter key information about the files you are
adding to the system. The research files associated are broadcast on the
Thomson ONE Analytics system. You may also search for these files
using the index information you entered.
To Index a Document:
1. Click the Publish tab, then the Research tab and then the Index
tab.
2. Enter the page count of the research in the Page Count box.
3. Enter the title that you’d like broadcast in the Document Headline
field.
4. Select the desired symbol set for the ticker symbols from the
Symbol Set drop-down menu.
5. Enter the primary symbol for your desired company you want in
the Primary Symbol field.
If you do not know the company symbol, click Symbol Lookup to
retrieve the symbol. (See “Looking up Company Symbols”
below.)
6. To load a saved index, select your desired index from the Select a
saved index drop-down menu.
7. Enter any additional company symbols in the Additional Symbol
field.
8. Click Auto-Populate to populate the Country and Industry index
options for your primary ticker.
9. Select an index type from the Select Index Type drop-down menu.
10. Click an item in the left-hand box and click Add to include it in
your index. To remove an item listed in your index, select the item
you’d like to remove from the box to the right and click Remove.
11. Repeat steps 9 and 10 for all index types (Analyst, Country,
Entitlement, Files, Industry, and Subject).
NNoottee:: The first analyst that you select is considered your “Primary
Analyst.”
(Continued)
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12. Click Save to save the index and create an entry in the Queue,
OR
Click Save and Send to save, validate the required fields, and send
the index.
NNoottee:: To save the index as a template, see “Saving a Template” (p.
98).
Indexing Research
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Looking up Company Symbols
To Look up Company Symbols:
1. Click Symbol Lookup from the Company References section on
the Index page.
2. Select the information to search on from the Choose which item
you would like to search for list.
To search by stock symbol, click Search by Stock Symbol.
To search by the beginning of a company name, click Search by
Company Name begin with.
To search by part of a company name, click Search by Company
Name contains.
3. Enter your desired search term in the text box to the right of the
Choose which item you would like to search for listing.
4. Click Search to retrieve the desired company ticker. The company
information will be displayed at the bottom of the screen.
5. Click the Add checkbox to the right of each correct match for any
desired tickers.
6. Select Primary if you’d like one of your desired tickers to be your
Primary ticker.
7. Click Add Selected Cos to add the desired tickers. The
Confirmation Screen will appear.
8. Click Confirm to verify your selection. The selected ticker will
appear listed in the Company References area.
9. To cancel your symbol lookup, click Cancel.
Symbol Lookup
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Saving a Template
Saving index templates allows you to reuse frequently needed data for
future indexes.
To Save a Template:
1. Index a document (see p. 95).
2. Click the Save icon ( ) under the Load Saved Index box.
3. Type a unique name in the Saved Index Name box.
4. Click Save.
Editing Templates & Indices
You can make changes to a saved index template or a previously created
index.
To Edit a Saved Index Template:
1. Click the Publish tab, then the Research tab, and then click the
Index tab.
2. Select a saved index from the Load saved index box.
Loading a Saved Index
3. Make any necessary changes.
4. To include an additional indexing keyword item, click an item in
the left-hand box and click Add. To remove a keyword item, click
your desired item from the right-hand box and click Remove.
5. Click the Save icon ( ) to save the index template,
OR
Click Save to save the index in the Queue,
OR
Click Save and Send to save and send the index.
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To Edit an Index in the Queue:
1. Click the Publish tab, then the Research tab, and then click the
Queue tab.
2. Click the headline of the index you’d like to edit.
3. Make any necessary changes.
4. To include an additional indexing keyword item, click an item in
the left-hand box and click Add. To remove a keyword item, click
your desired item from the right-hand box and click Remove.
5. Click the Save icon ( ) to save the index as a template,
OR
Click Save to save the index in the Queue,
OR
Click Save and Send to save and send the index.
Deleting Templates
You may delete templates from the Index screen.
To Delete a Template:
1. Click the Publish tab, then the Research tab, and then the Index
tab.
2. Select the template you’d like to delete from the Load Saved Index
drop-down menu.
3. Click the Delete icon ( ).
View Archives
After maintaining published status for 30 days, indexes are automatically
archived and are listed under this tab.
Each archived item is listed with the following information:
! First Call ID (a unique identification number, labeling the research
index)
! Original File
! Status (if the research and index have been sent, published, etc.)
! Headline
! Symbol
! Date
! Analyst
If no files have been archived, the message No Archived Headlines
Exist is displayed.
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Un-Archiving Indices
Un-archived indices reappear on the Queue page. From there, you may
choose to revise and re-send it. Your retention period is reset when you
send the updated index.
To Un-Archive Indices:
1. Click the Publish tab, then the Research tab, and then click the
View Archives tab.
2. Click the check box(es) next to the index(es) you’d like to un-
archive.
3. Click Un-Archive Research. Your index will be returned to the
Queue.
Un-archiving Indexes
Removing Archived Indices
Removing Archived Indices is similar to Removing Research—the
indices are deleted from the View Archived Items page, but are still
displayed in the in-house research section of the Thomson ONE
Analytics system.
To Remove Archived Indices:
1. Click the Publish tab, then the Research tab, and then click the
View Archives tab.
2. Click the check box(es) next to the index(es) you’d like to delete.
3. Click Remove Selected Items.
Removing Archived Indexes
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Chapter 6
Connect
Overview & Objectives
Thomson Connect's First Call Premium Channel within Thomson ONE
Analytics provides a secure communication framework to enable real-time
exchange of the information and ideas by a closed community of financial
professionals. Define with whom you want to communicate, prioritize
what you want to receive and define how you want to receive it.
Inbox
The Inbox provides access to packages sent to you from other users, or
through one of the Premium Channels.
The Inbox displays the following fields:
! Date - the date the package was sent to you.
! Type - the type of package sent.
! Subject - the package headline or topic.
! Firm - the sending firm.
! Author - the package sender. This can be a contact, or a System
Broadcast, indicating the content was pushed from a contributor's
system over one of the Premium Channels.
! Firm-wide Indicator - indicates that the package was sent to
your entire firm.
! Attachment Indicator - indicates that the package contains
attachments.
If you access the Inbox from the COMPANY or PORTFOLIO sections, it
will be filtered by the respective entities.
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All packages sent to you will continue to arrive in your Inbox during the
day, but because the display is browser-based, there is no automatic
refresh. To ensure you see new content as it arrives, click the Refresh ( )
icon.
Searching/Filtering
You may search for packages based on specific tag and value criteria and
filter packages by your interest lists. The search function allows you to
retrieve all packages related to the criteria, even if they would not
normally appear due to the Inbox size limit.
To search for packages:
1. Click the Connect tab, and then the Inbox tab.
2. Select your desired criteria from the Search drop-down menu. The
Choose Values window will appear.
3. Click on your desired value(s) and click the right arrow to add it to
your search criteria.
4. Click Save.
Searching for Packages
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To Filter Messages:
1. Click the Connect tab, and then the Inbox tab.
2. Select your desired interest from the Filter By drop-down menu.
TIPS:
! You may sort your messages by clicking on any of the column
headers, or view specific packages by clicking on the hyperlink in
the Subject column. (See Package Viewer on p. 104 for more
details.)
! You may delete messages from your Inbox by clicking on the
checkbox that corresponds with the package you'd like to delete,
and clicking the Delete ( ) icon.
Premium Channels
Premium channels allow you to receive content from contributing firms on
specific topics. Topics include:
! First Call Premium Channel - receive premium broker content
from participating firms
! Independent Research Premium Channel (future) - receive
independent research from participating firms
Each premium channel can be turned ON/OFF by clicking on the
respective icon. If the premium channel is ON, you will see content
distributed over that channel and can use your interest lists to further
narrow your Inbox view. If the premium channel is OFF, you will not see
content from that specific collection.
Interest Lists / Portfolios
Interest lists allow you to filter content based on specific interests. Interest
lists can be created in one of two ways:
1. Interest List section under the CONNECT tab
2. Private Lists section under the UTILITY tab
The drop-down menu contains a superset of both. Selecting an interest list
from the drop-down menu allows you to change your Inbox view so that it
only displays content relevant to that interest list. By default, the display
includes information relevant to all of your interest lists, plus information
sent by any of your premier contacts.
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Package Viewer
The Package Viewer allows you to view your package contents. The
sender can customize the package contents, but a typical package will
contain:
1. Package Index - provides you with a navigational index to the
package overview, details, and any sender attachments. In some
cases, firms will set up business rules to blend additional content
onto their packages (in line with workflow processes). These links
will also be listed in the package index.
2. Package Contents - information from the sender, including
business card information, and relevant tagging.
3. Functional Options - options available to you on the package.
These include:
! Reply - reply to the sender
NNoottee:: If you reply to a package sent via System Broadcast, you
are unlikely to get a response, as a system and not a person
send these packages.
! Forward - forward the package to another recipient (The
Sender controls this function)
! Contact Details - view the sender's contact details (Allows
you to view the sender's Business Card, Interests, and a history
of packages that you've sent or received from this contact)
! Grant Premier Status - change this sender's status to
Premier (Premier relationships mean that you trust the content
these users are sending and want to prioritize it above other
content)
! Close - close the package
Thomson Connect Package Viewer
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Sent Items
Sent Items provides access to packages that you've sent to other users. The
Sent Items display includes the following fields:
! Created - the date you created the package
! Recipients - the people you've sent the package to
! Type - the type of package sent
! Subject - the package headline or topic
! Status - the package status (“Public” indicates that the package
reached the recipients, and is available to them for viewing)
! Firm-wide Indicator - indicates that the package was sent to
your entire firm
! Attachment Indicator - indicates that the package contained
attachments
To View Sent Items:
1. Click the Connect tab, and then the Sent Items tab.
2. To view specific packages, click on the hyperlink in the Subject
column.
To Retract Sent Items:
1. Click the checkbox that corresponds with the item you'd like to
retract.
2. Click the Retract ( ) icon. The package will be removed from
the recipient's Inbox and your Sent Items folder.
Contacts
The Contacts section allows you to build and manage your relationships.
Relationships are established through an "invitation" process. Meaning,
either you've sent them an invitation and they've accepted, or they've sent
you an invitation that you've accepted.
The default view in the Contacts section lists of all the people you have a
relationship with. A drop-down menu allows you to selectively view all of
your contacts, or only those with whom you have a Premier relationship.
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You may sort your messages by clicking on any of the column headers, or
use the FIND ( ) feature as a quick way to locate specific contacts.
Functions that can be performed on the individual contacts include:
! Standard Relationship - grant this user a standard relationship
status
! Premier Relationship - grant this user a premier relationship
status, prioritizing that user's incoming content in your Inbox
! End relationship - end the relationship that you have with this
individual
To use any of these functions, select the checkbox that corresponds with
your desired contact, and then click on the respective icon.
Contact Lists
Contact lists allow you to group your contacts.
To create a new contact list:
1. Click the Connect tab, and then the Contacts tab.
2. Click the Contacts List tab.
3. Click the Create New Contact List hyperlink.
4. Type a name for the contact list in the Name box.
5. Select your desired contact relationship from the Show
Relationships drop-down menu.
6. Click on your desired contact(s) in the relationships list and click
the right arrow to add them to your list.
7. Click Save.
Adding Contact Lists
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To edit a contact list:
1. Click the Connect tab, and then the Contacts tab.
2. Click the Contacts List tab.
3. Select the list you'd like to edit from your Contacts List.
4. Make your desired edits.
5. Click Save.
To delete a contact list:
1. Click the Connect tab, and then the Contacts tab.
2. Click the Contacts List tab.
3. Select the list you'd like to delete from your Contacts List.
4. Click Delete.
Deleting Contact Lists
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Received Invitations
When you receive an invitation from someone, you must either accept it or
decline it. If you accept an invitation, the person is added to your contacts
list. Declining an invitation prevents the contact from being added to your
contact list.
To accept/decline an invitation:
1. Click the Connect tab, and then the Contacts tab.
2. Click the Received Invitations tab.
3. Click the checkbox that corresponds with your desired invitation.
4. Click either the Accept ( ) or Decline ( ) icon.
Sent Invitations
This section displays a list of users you've sent invitations to (that are
pending response).
To view your sent invitations:
1. Click the Connect tab, and then the Contacts tab.
2. Click the Sent Invitations tab.
If you've changed your mind, you may revoke your invitation. The process
of revoking an invitation causes the invitation to be removed from the
recipient's Received Invitations list and from your Sent Invitations list.
To revoke an invitation:
1. Click the Sent Invitations tab.
2. Click the checkbox that corresponds with the invitation you'd like
to revoke.
3. Click the Revoke ( ) icon.
Search / Send Invitations
This section allows you to find contacts in the directory. By finding
contacts, you can then send them invitations, or update your existing
relationship status.
There are 2 ways of searching:
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Quick Send
1. Click the Connect tab, and then the Contacts tab.
2. Click the Search Directory tab.
3. Click the New Invitation ( ) icon.
4. Select a firm from the drop-down menu. A list of possible contacts
appears.
5. Click on your desired contact(s) in the relationships list and click
the right arrow to add them to your list.
6. Click Send.
Quick Sending a New Invitation
Target Contacts
1. Click the Connect tab, and then the Contacts tab.
2. Click the Search Directory tab.
3. Enter your desired criteria in the search categories.
4. Click Search.
5. To send an invitation from your search results:
6. Click the checkbox that corresponds with your desired contacts.
7. Click the Invitation ( ) icon.
Targeting Contacts
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Modify Relationships
You may also manage your relationships from the search results page. The
available functions include:
! Standard Relationship - grant this user a standard relationship
status
! Premier Relationship - grant this user a premier relationship
status, prioritizing that user's incoming content in your Inbox
! End relationship - end the relationship that you have with this
individual
To use any of these functions, select the checkbox that corresponds with
your desired contact, and then click on the respective icon.
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Chapter 7
Alerting
Overview & Objectives
Alerting within Thomson ONE Analytics provides real-time customized
access to research through e-mail alerts. Your alerts are based on criteria
that you select, namely, which research products to search on and what
time the e-mail will arrive. Furthermore, you may open your desired
documents directly from your e-mail.
Important Information for First Call Web users:
! All of your First Call Web portfolios and alerts need to be migrated
to Thomson ONE Analytics.
! If any issues arise regarding portfolio ticker resolution, those
tickers will be dropped from the portfolio. If you have questions
concerning your portfolio tickers, please contact your Client
Services Representative.
! Your First Call Web alerts and portfolios will not be maintained
and supported in Thomson ONE Analytics. Changes made in either
First Call Web or Thomson ONE Analytics after migration will not
be reflected in the other application.
! Thomson Financial no longer supports custom ticker alerts. You
will not receive alerts on custom tickers if you update existing or
create new alerts using them. You may search for custom ticker
research in Thomson ONE Analytics by clicking the Screening
tab, and then the Research tab.
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Viewing Alerts
From the Alerts area, you may view your alerts and their status. To view
alerts, click the Utility tab, and then the Alerts tab. Your alerts will be
displayed.
The Synchronize button ensures that the changes made to portfolios are
updated in your alerts. For alerts based on portfolios, click Synchronize to
update your alerts. You must click the Synchronize button each time you
edit a portfolio connected to an alert.
Viewing your alerts
Creating Alerts
When creating alerts, you decide when you’d like to be notified, which
ticker symbols or portfolios to search on, and which Thomson products to
include in the result set.
To Create a New Alert:
1. Click the Utility tab, and then the Alerts tab.
2. Enter the alert name in the Alert Name field.
3. Click Go. The create/edit alert screen will appear.
4. Select either Active or Inactive. Inactive alerts store your desired
criteria, but do not send alerts.
5. To create a portfolio alert, select your desired portfolio from the
Alert on Portfolio drop-down menu.
6. To create a company/ticker alert, enter the desired ticker(s) in the
Alert on Ticker(s)/Company field. If you do not know the name of
the ticker, click Lookup Ticker to search for the desired ticker.
TIP: Occasionally, a ticker can be associated with different
companies in different countries. For example, the ticker WMT
corresponds to Wal-Mart Stores, Inc. in the United States market,
but also corresponds to Western Metals LTD. in the Australian
market. If you enter a ticker that corresponds to more than one
company, you will be asked to select your desired ticker/company
after you click Save.
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NNoottee:: There is a maximum amount of tickers allowed for an alert.
All tickers in a portfolio count towards the total ticker amount.
7. Enter the e-mail address where you’d like the alert to be sent in the
E-mail Address field.
8. Select your time zone from the Local Time Zone drop-down menu.
9. Enter when you want to be notified in the Notification Time(s)
area.
10. Select the products that you'd like research from by clicking the
desired check box in the Select Products to Search area.
11. Click Save to save your alert. Click Save As to save your alert
with a new name. To remove your alert criteria, click Clear.
Creating an Alert
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Ticker Lookup
If you do not know the symbol for a company you'd like an alert on, you
may search for the company symbol.
To search for company information:
1. Click Ticker Lookup on the main alerts screen.
2. Select the information you are looking for from the Choose which
item you would like to search for list.
To search by stock symbol, click Search by Stock Symbol.
To search by the beginning of a company name, click Search by
Company Name (begins with).
To search by part of a company name, click Search by Company
Name (contains).
To search by Cusip number, click Search by Cusip.
3. Enter your desired search term in the text box to the right of your
selection.
4. Click Search to retrieve the desired company ticker. The company
information will be displayed at the bottom of the screen.
5. Click the Select check box to the right of each correct match for
any desired tickers.
6. Click Add Selected Cos to add the desired tickers. The selected
ticker(s) will be added in the Alert on Ticker(s) box on the
Create/Edit Alert screen.
7. Click Close Window to close the Ticker Lookup screen.
Looking up Ticker Symbols
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Activating/Deactivating Alerts
Inactivated alerts store the alert criteria, but their research results are not
sent to you. If you only check an alert sporadically, deactivating it will
free space in your mailbox for your more active alerts.
To Activate/Deactivate an Alert:
1. Click Edit to the left of your desired alert.
2. Select Active or Inactive.
3. Click Save.
Activating an Alert
Editing Alerts
You may edit any previously created alert.
To Edit an Alert:
1. Click Edit to the left of the alert you want to change. The
Create/Edit Alert screen will appear.
2. Make any desired changes to the alert.
TIP: Occasionally, a ticker can be associated with different
companies in different countries. For example, the ticker WMT
corresponds to Wal-Mart Stores, Inc. in the United States market,
but also corresponds to Western Metals LTD. in the Australian
market. If you enter a ticker that corresponds to more than one
company, you will be asked to select your desired ticker/company
after you click Save.
NNoottee:: There is a maximum amount of tickers allowed for an alert.
All tickers in a portfolio count towards the total ticker amount.
3. Click Save As to save the alert with a new name. To remove all
your previous selections, click Clear.
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Deleting Alerts
You may delete any alert that you created.
From the main Alerts area, click Remove to the right of the alert you'd
like to delete.
Deleting an Alert
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Section 2: Incorporating
Workflow Solutions
User 1 – Selection
-Markets
-Sectors
-Industries
-Indices
-Stocks
By taking an aggregate approach, you can value a market, sector, industry,
or index based on quantitative information. Using the Markets section of
Thomson ONE Analytics can assist you in this process. The Screening
section functionality allows you to apply this data to select individual
stocks.
Many portions of the Markets section are controlled by user entitlements.
See Appendix B for more information on user entitlements. To become
entitled to any functionality, please contact your local Customer Service or
Sales Representative.
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Evaluating a Country
To evaluate data in a particular market, you may decide to begin by
selecting countries based on country aggregate data.
To View Country Aggregate Data:
1. Click the Markets tab, and then the Country Aggregates tab.
2. Select your desired country.
On the Overview page, general information on the country,
including market cap, price, and numbers of companies are listed
at the top of this page.
3. To view the country’s historical data, click the History tab.
Country Markets History
The aggregate history table shows a month-by-month historical
forecast snapshot of a market or index using measures that appear
in the country aggregates report.
The macro and monetary indicator charts are from the Datastream
database. Data is sourced directly from exchanges, leading
international and local suppliers, and published reports. These
charts show the direction of key economic trends in the country.
4. To view the country’s sector, industries, or indices, click either the
Sectors, Industries, or Indices tab.
5. To download the data, click Export to Excel.
Country Markets Sectors
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6. To view the monetary and macro economic data for the country,
click the Economics tab.
Country Markets Economics
You may evaluate the sectors, industries, and indices based on
quantitative measures. For example, the Country Markets Sectors
screen on the previous page shows that the highest growing sector
for this market is Capital Goods.
Searching Index Aggregates
Another approach is to investigate an index. You may select an index
based on the Thomson ONE Analytics aggregate data.
To View Market Index Aggregates:
1. Click the Markets tab, and then the Index Search tab.
2. Select your desired country in the Select Country box.
3. Select your desired aggregate type: All, Country, Sector, or
Industry.
4. Click Go.
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All indices for the country that you selected are displayed, along
with their market cap, price, and numbers of companies listed.
Markets Index Search
5. Click your desired index.
6. Click the History tab to view its historical data.
Similar data to the Country Sector is available for your selected
index.
Markets Index History
Depending on your investment criteria, other tabs may also be
appropriate.
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Calculating Custom Aggregate Information
You may also gather information on combinations of countries and/or
sectors and industries. The aggregate data is calculated and compared to
the aggregate values for companies in your selected benchmark.
To Gather Aggregate Data on Countries, Sectors, or Industries:
1. Click the Markets tab, and then the Quick Aggregates tab.
2. Select your desired country from the Choose one or more
Countries box.
3. Select your desired industry from the Choose one or more
Industries box.
4. Select your desired benchmark for comparison in the Select a
Benchmark for comparison drop-down menu.
5. Click Calculate Aggregate.
Quick Aggregates Search
A table is displayed showing a custom aggregate compared to the
data that you selected.
6. Click your desired measure in the Available Measures row.
7. Click View Company Data. The Aggregate and Constituent data
tables are displayed.
8. To view information on a company, click your desired company.
9. To download the data, click Export to Excel.
Company Aggregate Data
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Picking Stocks Based on a Quantitative
Screening
After you have educated yourself on your desired market country, sector,
industry and/or index, you may apply that information to screen
companies, and therefore pick stocks.
To Create a New Screen 1. Click the Screening tab, and then the Q-Screen tab.
2. Select the currency for your desired country in the Select Criteria
Currency drop-down menu.
3. Select screening criteria from the Screening Categories menu on
the left. All of the screening categories have secondary, underlying
criteria. For example, if you want to search for companies from a
specific sector, click Background Information > Sector Name.
Q-Screening Categories
4. Click Include to have the item as part of your search criteria. Click
Exclude to prevent the selected item from being part of the search.
5. Click your desired search items from the list to the right of the
category. To select more than one item, press the Ctrl key as you
click on each item.
6. For numerical data, enter your desired value.
Q-Screen Search Criteria
7. Repeat steps 3-5 as desired.
8. Click the Run icon ( ) to execute your search.
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To Run an Existing Screening Filter 1. Click the Screening Tab, and then the Q-Screen tab.
2. Select your desired filter from the Select Saved Filters drop-down
menu.
3. Click the Run icon ( ) to execute the search.
Q-Screen Results
Your search results are displayed in the Results table. You may view
the following results reports: Criteria, Ests, Growth, Value,
Momentum, Research (available across different fiscal periods), and
In-House. Q-Screen results are limited to 500.
To Save as a Portfolio 1. If necessary, change your search criteria to reduce the number of
results.
2. Click the Save as Portfolio icon ( ) to save the company result
list as a portfolio.
3. Enter a portfolio name in the Save Portfolio As box.
4. Enter the permissioning for this portfolio. To enable all users in
your organization to view the portfolio, select Public. If you do not
want other members of your organization viewing your portfolio,
select Private.
5. Click Save.
Saving a Portfolio
Saving your screening filter allows you to keep your results for reuse.
You may also track individual stocks in a portfolio (see User 2 for
more details).
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User 2 – Research -Stocks
-Groups of Stocks
-Portfolios
Thomson ONE Analytics includes various ways to track stocks. You may
evaluate individual stocks, groups of stocks, and portfolios based on
company data such as forecast activity, recommendations, analyst
estimates, and so forth. As explained in this chapter, the Portfolio and
Company sections can assist you in obtaining your desired data.
Some of the following functionality is available on an entitlement basis.
See Appendix B for more information. To become entitled to any
functionality, please contact your local Customer Support or Sales
Representative.
Selecting Stock(s) from a Portfolio
To track stocks within one of your portfolios, you may first want to view
the overall activity of the portfolio. You may also view the portfolio
activity in terms of research and forecast data, or its exposure to different
equities, and therefore learn which stocks are the highest performers in
that portfolio.
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To View Portfolio Stock(s) Relative to Each Other:
1. Click the Portfolio tab, and then the Snapshot tab.
2. If it’s not already loaded, select your desired portfolio from the
Select a Portfolio drop-down menu.
The Snapshot tab plots the portfolio companies’ performance in
relationship to each other.
Portfolio Snapshot
3. To filter, or zoom in on your portfolio according to the best
performing stocks, click on your desired graph quadrant. You may
also filter stocks by different performance criteria by clicking on
the different quadrants.
4. To view company details, click the company’s name.
Portfolio Snapshot, Filtered
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To View Portfolio Research and Forecast Data Activity:
1. Click the Portfolio tab, and then the View Portfolios tab,
2. If it’s not already loaded, select your desired portfolio from the
Select a Portfolio drop-down menu.
The Overview tab provides a synopsis of the portfolio, including
the prior day’s major price movements, recent research headlines,
and custom P/E and growth rates compared to your selected
benchmark. To stop the headlines from scrolling, hold your mouse
over the headlines. To view research, click on your desired title.
Portfolio Overview
3. Click the Company Reports tab to get more details on the specific
companies within the portfolio.
4. To view how the sell-side looks at the stocks, click the Revisions
and Momentum tabs. You may also see consensus valuation and
growth forecasts.
Portfolio Company Reports
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To View a Portfolio’s Exposure to Different Equities:
1. Click the Portfolio tab, and then the Holdings tab.
2. If it’s not already loaded, select your desired portfolio from the
Select a Portfolio drop-down menu.
3. To sort the company data, click your desired column head.
4. To view company details, click the company’s name.
The pie chart illustrates the percentage of sectors represented by
each asset in the portfolio. The legend to the right of the chart
describes the industries and their respective colors.
The summary data includes the currency, quantity of shares, price,
net value, gain/loss, and percent of assets for each company.
Portfolio Holdings
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Viewing Company Data
Once you have selected specific companies in a portfolio to track, you
may retrieve details on the companies.
The Company Snapshot provides an overview of the selected company.
To View Company Snapshot 1. Click the Company tab, and then the Snapshot tab.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
Company Snapshot
To View Company Details
1. Click the Company tab, and then the Detail tab. You may also
view company individual forecasts anytime within the Portfolios
section by clicking on the company name.
2. If it’s not already loaded, enter your desired ticker or company
name in the Select another Company box and click Go.
3. Click the Recent Estimates (30 days) check box to view the most
recent estimates.
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You may filter out forecasts by clicking the box(es) to the left of
the broker. You may view sales, target prices, EPS, and broker
and analyst information, their recommendations, along with other
forecast measures. You may also customize the consensus by
broker or date.
Company Details To Learn More About Analysts
1. Click on your desired analyst’s name.
Information for the selected analyst is displayed in tabular format
at the top of the screen.
Analyst Details
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The Recommendations table shows the dispersion of an analyst’s different
recommendations.
The Earnings Surprise table lists the analyst’s earnings surprise
information for the prior quarter. The “High” bar shows how many
earnings estimates were higher than the actual reported earnings. The
“Low” bar shows the amount of estimates lower than the actual, while the
“Target” bar shows the amount of estimates that matched the actual.
The Recent Research table lists current research reports submitted by that
analyst. To open a report, click on the report title.
2. To compare two analysts’ estimates, click Compare.
3. To remove companies that the analysts do not have in common,
select the Show only matching companies check box.
4. Select your desired second analyst from the Choose an analyst
from the list for comparison drop-down menu.
Comparing Analysts
5. To view the analysts’ estimate history, click the History icon ( ).
Viewing Analysts’ History
6. Close the Estimates History window and click the “Back” button to
see research results on the Detail page.
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To View Broker Research 1. Click on your desired broker’s name.
You’re directed to the Company Research page, showing the
research from your selected broker.
2. Select your desired research type: Research/Notes, Research,
Notes, Bond Call or In-House.
3. To view a specific piece of research, click its title.
Removing the filter may expand the research. Other views of the
research include most read documents, contributors with the most
submissions, and peer research.
Viewing Broker’s Research
To View the Company’s History
1. Click the History minor tab, under the Company major tab.
Company History
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Datastream Price History
You may view up to two years of historical pricing information in the
Datastream Price History chart. To change the date range, click on the
desired range above the chart. If you would like to view reported surprise
information along with the price information, click Show Surprise. This
will add a surprise chart showing the company’s actual reported figures
versus the consensus figures to the chart. The surprise gauges an analyst’s
accuracy and is usually a driver of movement. A positive surprise means
that the company’s reported earnings were higher than the forecast. A
negative surprise means that the company’s reported earnings were lower
than the forecast, and an on target surprise means that the forecast equaled
the earnings.
Historical Consensus
The Historical Consensus Table shows a month-by-month listing of the
previous two years’ data. To change the measure or period type, click on
the desired links above the table.
To View Company Fundamentals 1. Click the Fundamentals minor tab under the Company major tab.
Company Fundamentals
Thomson Financial’s Worldscope data is presented in the fundamentals
table and uses various industry templates. The Worldscope database
contains international financial information in a standardized format that
facilitates comparisons between companies, countries, regions, and
industries.
2. Click Export to Excel to download the data into an Excel
spreadsheet.
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To View Company Institutional Holdings 1. Click the Inst. Holdings minor tab under the Company major tab.
Each of the tables provides different information about the company's
shareholders, its concentration in different institutions, the investment
style, and buyers and sellers of the stock. The data is based on 13F filings.
Furthermore, the Top 20 Holders, Top 5 Buyers, Top 5 Sellers, and Top
10 Mutual Fund Holders tables break down shareholder information into
institutions, shares held, change, percent of ownership, turnover, style,
investment type, and filing date.
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Appendix A
Administering Research
Setting User Rights
As an Administrator, you may set user rights to be Submit, Admin, and/or
Analyst. You may also add or delete users from your system.
To add a new user to Thomson ONE Analytics, contact either your sales
representative, or your local Thomson Financial office.
To add a person to your list of analysts only, please send an email to TF
Administration ([email protected]).
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To Set User Rights:
1. Click the Utility tab, the Research Admin tab, and then the User
Rights tab.
2. Click the appropriate check-box(es) (Submit, Admin, or Analyst)
that correspond to your desired user.
3. Click Save.
NNoottee:: To reset the user settings to what they were before any
changes were made, click Reset.
Setting User Rights
Setting Entitlement Groups
Entitlement Groups are made up of authorized Thomson ONE Analytics
users who are members of either your firm, or collaborating firms. The
Groups are used by Thomson ONE Analytics Authors to entitle users to
see their research. You may create new Entitlement Groups or edit
existing Groups.
NNoottee:: The maximum amount of entitlement groups for each manager is 25.
If you have reached your limit, you may modify the users in your groups.
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To Create New Entitlement Groups:
1. Click the Utility tab, the Research Admin tab, and then the Ent.
Groups tab.
2. Click the New icon ( ) or select New Ent List from the Select an Entitlement Group drop-down menu.
3. To add users, select your desired users from the Eligible Users
box, and click Add.
To select multiple users, hold the Ctrl key down while clicking the
name.
4. To remove users, select your desired users from the Entitled Users
box, and click Remove.
To select multiple users, hold the Ctrl key down while clicking the
name.
5. Click the Save icon ( ).
6. Enter a unique name for the Group in the List Name box.
7. Click Save.
Creating Entitlement Groups
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To Edit Entitlement Groups:
1. Click the Utility tab, the Research Admin tab, and then the Ent.
Groups tab.
2. Select your desired list from the Select an Entitlement Group drop-
down menu.
3. To add users, select your desired users from the Eligible Users
box, and click Add.
To select multiple users, hold the Ctrl key down while clicking the
name.
4. To remove users, select your desired users from the Entitled Users
box, and click Remove.
To select multiple users, hold the Ctrl key down while clicking the
name.
5. Click the Save As icon ( ).
6. To create a new list, enter a unique name for the Group in the List Name box,
OR
To save it as the same list, select the list name from the Current
Entitlement List drop-down menu.
7. Click Save.
Editing an Entitlement Group
Disabling Collaborating Firms
Collaborating firms, or partners, may view your firm’s research through
Thomson ONE Analytics. In the Partners section, you may disable
collaborating firms from viewing your research. If your firm posts in-
house documentation, you are responsible for providing In-House access
to the users in the collaborating firms.
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To add a new collaborating firm, please send an email to TF
Administration ([email protected]).
To Disable Collaborating Partners:
1. Click the Utility tab, then the Research Admin, then the Partners
tab.
2. Click the Enabled button that corresponds to your desired firm.
If the firm was “Enabled,” it will become “Disabled.”
Enabling / Disabling Collaborating Partners
Setting Remote File Locations
If you prefer not to upload research, you may publish research that resides
on your local system. File locations are used by Thomson ONE Analytics
to retrieve the research on your local system. Your network administrator
is responsible for maintaining the locations listed on the system.
To Add a New Location
1. Click the Utility tab, then the Research Admin tab, and then the
File Locations tab.
2. Enter the File Location Description, File Location, your Login ID
and password, and the Retrieval Method in the appropriate boxes.
NNoottee:: Fields with an asterisk (*) are required.
3. Click Enabled to activate a new file location.
4. Click Add/Modify to add the new location.
Remote File Locations
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To Edit a Location:
1. Click the Utility tab, then the Research Admin tab, and then the
File Locations tab.
2. Click the location that you’d like to modify in the File Location
Description column.
3. Make your desired changes.
NNoottee:: To clear all fields, click Clear.
4. Click Add/Modify to save the changes.
Modify File Location
TIP
! Sorting
Each column in the table is sortable. You may sort on any field by
clicking on the column. The numerical data will be sorted in
descending order, and the alphabetical data will be sorted
alphabetically. To reverse the sort order, click the column head a
second time.
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Appendix B
Entitled Functionality
Thomson ONE Analytics included functionality that is viewable on an
entitlement basis. There are two levels of entitlement; one is at the broker
level, and the other is at the Thomson Financial administration level. To
gain permission to functionality that you are not currently entitled for,
please call you local Customer Service Representative.
Broker level entitlements are made by individual broker requests. Specific
brokers might deny access to the following content for users normally
allowed to view it:
! Any forecast data on a detailed level
! Research Reports
! Morning Notes
Thomson Financial administration level entitlements are content or
functions controlled by the Thomson administration. The following lists
the Thomson administration entitlements:
! Research/Notes/ Holding (Company, Portfolio, Screening)
! Worldscope data (Company, Screening)
! Full First Call Events (Company, News & Events)
! Aggregate data (Markets)
! In-House Research Publishing (Publish, Utility)
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Glossary
Cash Flow Per Share (CPS)
Cash Flow Per Share is corporation’s cash flow from operations (before investing and financing
activities), divided by the average number of outstanding common shares for the year. Investing
includes the sale or purchase of land, factories, buildings, etc. Financing includes the dividend
payments, loan proceeds, and sale of stock.
Coefficient of Variation
The coefficient of variation is the standard deviation of estimates for the period indicated,
expressed as a percentage of the mean estimate. This measures the relative dispersion of
estimates around the mean. Consensus Price Target
The Consensus Price Target estimates are received directly from contributing analysts. While
there are differing methodologies, the price target forecast is generally derived from an expected
stock price over a 12-month period (unless otherwise noted). Thomson Financial uses the
median price target value because it is less likely to be affected by outlier forecasts. Consensus Recommendation
The Consensus Recommendation appears as the mean of a company’s assigned recommendation
value and text. The consensus text is determined by rounding the mean value to the nearest
integer.
CUSIP/SEDOL
The CUSIP is and 8-digit alphanumeric code assigned by the Standard and Poor’s Corporation
for US and Canadian securities
The SEDOL is a 6-digit numeric code assigned by the London Stock Exchange.
Dividends Per Share (DPS)
Dividends Per Share is a corporation’s common stock dividends on an annual basis, divided by
the weighted average number of common outstanding shares for the year.
Earnings Before Goodwill (EBG)
EBG is a company’s per share earnings before the amortization of goodwill. Some countries
(France, for example) treat goodwill as part of ordinary income, and the amortization component
is added back to yield earnings before goodwill amortization.
Earnings Before Interest and Taxes (EBIT)
EBIT measures the earnings of a company before interest expense and income taxes are paid.
EBIT gauges a corporation’s earnings before there are debt servicing to creditors (including
bondholders) or corporate taxes payment.
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Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA)
EBITDA gauges the raw earnings power of a company before debt servicing, corporate taxes,
and/or any allowances for depreciation and amortization costs are made for the company.
Earnings Per Share (EPS)
EPS is a corporation’s net income from continuing operations, divided by the weighted average
number of outstanding shares for the year.
Funds Available for Distribution (FAD)
FAD is a measure used by real estate and other investment trusts to define the cash flow from
trust operations. It is earnings with depreciation; less capital investments in trust property and
the amortization of mortgages.
Funds From Operations (FFO)
FFO is a measure used by real estate and other investment trusts to define the cash flow from
trust operations. It is earnings with depreciation and amortization added back.
Growth
Growth measures one-year earnings (cash flow or dividends) per share growth from the prior to
current, or current to following fiscal years (FY1/FY0; FY1/FY2; FY2/FY3).
Indexing Research Formats
Thomson Financial accepts the following file types for indexing research:
Active Server Pages (ASP)
Bitmap (BMP)
Cabinet (CAB)
Cascading Style Sheet (CSS)
Data (DAT)
Extensible Markup Language (XML)
Graphic Interchange Format (GIF)
Hypertext Markup Language (HTM, HTML)
Initial File (INI)
Joint Photographics (JPE, JPEG, JPG)
MP3
Microsoft Excel (CSV, XLA, XLC, XLM, XSL, XLT, XLW)
Microsoft Project (PPT)
Microsoft Word Document (DOC)
Microsoft Word Template (DOT, DWT)
Microsoft Works (WCM, WDB, WKS, WPS)
Moving Picture Expert (MP2, MPA, MPE, MPEG, MPG)
Multi Media Extension (MMX)
Palette (PAL)
Photo (PCX)
Portable Network Graphics (PNG)
Power Point (POT, PPS, PPT)
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Program Information (PIF)
Rich Text (RTF)
Structured Markup Language (SHML, SHTML)
Text
Video Clip (AVI)
Virtual Reality Modeling Language (VRML)
Wave (WAV) Industry Relative
The Industry Relative figure is a comparison of the projected earnings per share for a company
(looking ahead to the various fiscal periods), to the aggregate growth for the industry in which
the company is listed. The value is calculated by dividing the period growth rate for the
company by the same period growth rate for the industry. Lancer Expert Estimates
The Lancer EPS estimate is based on the proprietary Lancer Analytics Predicted Earnings
Surprise Model, which often derives a more accurate earnings estimate than the general
consensus estimate. This model identifies which analysts have historically been the most
accurate and places greater emphasis on estimates made by those individuals. Long Term Growth (LTG)
Long Term Growth forecasts are received directly from contributing analysts. While different
analysts apply different methodologies, the Long Term Growth forecast generally represents an
expected annual increase in operating earnings over the company’s next full business cycle. Due
to the variance in calculation methodologies, Thomson uses the median value as opposed to the
mean value for LTG. The median value is less affected by outlier forecasts.
Market Capitalization (Market Cap)
Market Cap represents the total value in a local currency of a company’s outstanding equity. It is
calculated by multiplying the number of outstanding shares by the latest closing price. The
shares outstanding include only those shares of underlying analysts’ current earnings forecasts
and may not include all classes of shares.
Measure Definitions The measure codes have the following definitions (C = Child, P = Parent):
! BPS: Book Value per Share [C]
! BPSPAR: Book Value per Share [P]
! CPS: Cash Flow per Share [C]
! CPSPAR: Cash Flow per Share [P]
! DPS: Dividend per Share
! EBG: Earnings Per Share before Goodwill [C]
! EBGPAR: Earnings Per Share before Goodwill [P]
! EBI: Earnings Before Interest and Taxes [C]
! EBIPAR: Earnings Before Interest and Taxes [P]
! EBT: Earnings Before Interest, Taxes, Depreciation, and Amortization [C]
! EBTPAR: Earnings Before Interest, Taxes, Depreciation, and Amortization [P]
! EPS: Earnings Per Share [C]
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! EPSPAR: Earnings Per Share [P]
! FFO: Funds from Operations [C]
! FFOPAR: Funds from Operations [P]
! NAV: Net Asset Value [C]
! NAVPAR: Net Asset Value [P]
! NDT: Net Debt [C]
! NDTPAR: Net Debt [P]
! NET: Net Income [C]
! NETPAR: Net Income [P]
! OPR: Operating Profit [C]
! OPRPAR: Operating Profit [P]
! PRE: Pretax Profit [C]
! PREPAR: Pretax Profit [P]
! ROA: Return on Assets [C]
! ROAPAR: Return on Assets [P]
! ROE: Return on Equity [C]
! ROEPAR: Return on Equity [P]
! SAL: Sales [C]
! SALPAR: Sales [P]
! SAV: Net Asset Value [C]
! SAVPAR: Net Asset Value [P]
! SBI: Earnings Before Interest and Taxes [C]
! SBIPAR: Earnings Before Interest and Taxes [P]
! SBP: Book Value per Share [C]
! SBPPAR: Book Value per Share [P]
! SBT: Earnings Before Interest, Taxes, Depreciation, and Amortization [C]
! SBTPAR: Earnings Before Interest, Taxes, Depreciation, and Amortization [P]
! SEP: Earnings Per Share [C]
! SEPPAR: Earnings Per Share [P]
! SNI: Net Income [C]
! SNIPAR: Net Income [P]
! SOA: Return on Assets [C]
! SOAPAR: Return on Assets [P]
! SOE: Return on Equity [C]
! SOEPAR: Return on Equity [P]
! SOP: Operating Profit [C]
! SOPPAR: Operating Profit [P]
! SPR: Pretax Profit [C]
! SPRPAR: Pretax Profit [P]
! SSA: Sales [C]
! SSAPAR: Sales [P]
NNoottee:: Secondary measures exist because of a legacy database issue and are not different from
standard measures. These measures must be kept for historic data.
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Net Asset Value (NAV)
NAV is the total book value of a company’s security. It is generally the company’s total assets
subtracted by the value of intangible assets and current and long-term liabilities. NAV is helpful
in determining under priced equities by indicating the ultimate value of a company’s securities in
the event of its liquidation.
Net Income (NET)
NET is defined as a corporation’s after-tax income. This measure varies significantly from
market to market in regards to the inclusion or exclusion of non-recurring items.
Number of Estimates
This is the number of estimates for a company for the indicated fiscal period.
Operating Profit (OPR)
OPR is the difference between a company’s revenues and its costs and expenditures arising
directly out of a company’s regular operations. Operating Profit is calculated before non-
operating income deductions are made, and excludes income from outside the firm’s regular
activities.
P/E Ratio – Actual
This is the price/earnings ratio for the company based on the most recent closing price and the
last reported annual earnings per share (EPS).
P/E Ratio – Estimate
This is the price/earnings ratio for the company based on the most recent closing price and the
annual mean expected earnings (EPS) for the selected fiscal period.
P/E/Growth Ratio (PEG)
This is the price/earnings to growth ratio for the selected fiscal period over the growth rate for
the same fiscal period.
Price
Price is the current trading price of the selected stock. The price is delayed by 20 minutes.
When viewing index or market information, price is measured as the aggregate price for all of
the companies in that market or index, and therefore shows the movement of the index as a
whole. Return on Assets (ROA)
Return on Assets is a profitability ratio that gauges the return on investment of a specific
company. ROA measures the company’s operating efficiency regardless of its financial
structure. It is calculated by dividing its earnings before interest and taxes (EBIT) to the
company’s average total assets.
Return on Equity (ROE)
Return on Equity is a profitability ratio that gauges return on investment measuring how
effectively the company is employing stockholder money. ROE is calculated by dividing a
company’s net income by its average total equity.
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Sales (SAL)
The Sales measure is a corporation’s net revenue, derived from core business activities.
Sector Industry Group Classification
Thomson uses a proprietary classification scheme to categorize companies into groups according
to their business lines. For American companies, a scheme similar to the S&P 500 Industry
grouping is used. For non-US companies, a system based on the Morgan Stanley Capital
International Industry Classifications is used.
Shares Outstanding
Shares Outstanding measures the amount of common stock that can be publicly traded. This
number only includes shares in the same class as the estimates being made.
Surprise Mean
The Surprise Mean is the arithmetic average of estimates in relation to actuals when earnings are
released to the marketplace.
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Index
A Consensus 16-17
Detail 14-15 Administration History 21-22 Enabling/Disabling Researching 18-20 Collaborating Firms 112 Searching for Similar 19 Setting Viewing Similar 20 Entitlement Groups 110-112 Selecting 11 Remote File Locations 113 Summary Information 11 User Rights 109-110 Tab (about) 10 Aggregates Connect, Thomson 6, 14, 31, 101 Country-Specific Charts 49-52 Contacts 105 Creating Custom 53, 60 Inbox 101 Viewing 53 Sent Items 105 Global Index 55, 58, 94 Reports Contacting Thomson Financial 2 Country 46-48 Index 55, 58 Consensus Quick 62, 96 Company Reports 16 EPS Forecast 57 Alerting Estimate Tables 16 Activating/Deactivating 100 Historical 22, 107 Creating 97 Opinions, Gathering 80 Deleting 101 Editing 100 Conventions, Manual 2 Analyst Corporate Releases Activity 71-73, 104 (see “Company News & Events”) Comparing the Portfolios for two Different 72-73 Creating Reports Viewing Details 71 Aggregates Country 47-54
B Industry 51
Broker Details, Viewing 69-71, 106 Index 55, 58
Company C Consensus 16
History 21-22 Carson Data 25
Portfolio
Holdings 43-44 Charts
Quantitative Screening 65-67 Aggregate 52
Creating Custom 53
D Company
Datastream Comparing Performance to Others 72, 105
Data 54, 55, 94 Financial Details 24 Price History 12, 21, 107 Holding Notes 25, 108
Looking Up Symbols 88
E News & Events 23 Earnings Surprise 21, 72, 104, 107 Overall & Analyst Activity 71-73, 104 Printing Research 20 Estimates Recommendation Estimates 14, 16 Company Recommendation 14, 16 Reports
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M In-House
Submitting 80 Manual Conventions 2 Tracking to your Peers 81 Excel, Working With 15, 17, 22, 24, 31, 32, 34, 44,
49, 56, 73, 79, 94, 96, 107 Markets
Commentary 60-61 Country Aggregates 47-48
F Historical 50
Indices 52 Filters Industry 51 Building 15, 74 Overview Working with 67, 77 Sector 51 Country-Specific Data 49 Footnotes, Viewing 15 Aggregate Charts 52 Creating Custom 53 Viewing 53
G Economics 54
Gathering Consensus Opinions 80 Historical
Indices Global Aggregate Data 55, 58, 94
Industry Overview H Sector
Historical Consensus 22, 108 Index Search 55-57
Quick Aggregates 62
Holdings Snapshot 45-47
Company Notes 25, 108 Tab (about) 45
Portfolio Reports 44
Viewing Portfolio Equities 102
N Home Tab Navigation About 4
Using the Navigation Bar 3 Quick Navigation 4-6
Using Quick Navigation 4-6 I P Index
Portfolio Archiving 84
Attribute Settings 42-3 Charts 58-59 Company Reports 30 Deleting from First Call 84
Growth 33 Editing 89
Momentum 32 Historical 58 Research 34 Looking up Symbols 88
Revisions 30 Market Search 55
Valuation 31 Removing 83 Comparing Two Different Removing Archived 91
Analysts 72-3 Saving a Template 89
Deleting 42 Sending Research 82 Editing 40 Un-Archiving 91
Holdings Reports 43-44
Importing 38-39 Industry Manual Entry of 37 Country-Specific Data 49-54
Research 35 Creating Aggregate Reports 47
Printing & Saving 35 Searching for Similar 36 In-House Estimates
Selecting a 27 Submitting 80 Snapshot 28 Tracking to your Peers 81
Symbol Lookup 38
Tab (about) 27 Viewing Overview 28 Viewing Equities of 102
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Preferences
Account Defaults 7-8
Personal Information 7
Private Lists 9
Publishing
Indexing 86-7
Archiving 84
Deleting Archived 91
Deleting from First Call 84
Editing 89
Looking up Symbols 88
Removing 83
Research Queue 82
Saving a Template 89
Sending Research 82
Un-Archiving 91
Tab (about) 79
Uploading 85
Quantitative 79-80
Q Quantitative
Screening 65-66
Printing & Saving Research 68
Understanding Results 66
Working with Filters 67
Publishing 79-80
R Recommendation Estimates 14, 16
Reports
Aggregates 447-48
Markets
Country 49
Historical 50
Industry 51
Indices
Overview 49
Sector 51
Portfolio
Company 30
Holdings 43-44
Overview 29
Quantitative Screening 65-6
Research
Company 18-20
Printing & Saving 20
Searching for Similar 19
Viewing Similar 20
Most Contributor Submissions 20
Most Requested 20
Peer Company 20
Portfolio 34
Printing & Saving 35
Searching for Similar 36
Publishing (see “Publishing”)
Screening 74
Building a Filter 65-6
Printing & Saving 68
Working with Filters 67
S Screening
Analyst 71-72
Broker 69-70
Comparing Analyst Forecasts 72-3
Q-Screen 65-6
Research 64
Snapshot 63-4
Tab (about) 63
T Tabs
Company 10
Home 4
Markets 45
Portfolio 27
Publishing 79
Screening 63
Thomson Connect 6, 14, 31, 101
Contacts 105
Inbox 101
Sent Items 105
Thomson Financial
Carson Data 25
Contacting 25
Datastream Data 54, 55, 94
Global Aggregate Database 55, 58, 94
Worldscope Data 13
Thomson ONE Analytics
Contacting (Thomson Financial) 2
How it’s Used 1
Logging On 3
Tracking
In-House Estimates to your Peers 81
Movement in Portfolios
Growth 33
Momentum 32
Research 34
Revisions 30
Valuation 31 W Welcome 1
Worldscope Data 13