telemet orion the smart choice

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Client Confidential - Call 800 368-2078 for more information Telemet Orion Telemet Orion The Smart Choice The Smart Choice Integrates Integrates Portfolio Analytics and Attribution Portfolio Analytics and Attribution Tools for Security Selection Tools for Security Selection Real–time and historic market data Real–time and historic market data & news & news Access to your proprietary research Access to your proprietary research

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Telemet Orion The Smart Choice. Integrates Portfolio Analytics and Attribution Tools for Security Selection Real–time and historic market data & news Access to your proprietary research. Telemet Key Stats. One page source of investment data on a company. - PowerPoint PPT Presentation

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Page 1: Telemet Orion  The Smart Choice

Client Confidential - Call 800 368-2078 for more information

Telemet Orion Telemet Orion The Smart ChoiceThe Smart Choice

Integrates Integrates Portfolio Analytics and AttributionPortfolio Analytics and Attribution Tools for Security SelectionTools for Security Selection Real–time and historic market data Real–time and historic market data

& news& news Access to your proprietary researchAccess to your proprietary research

Page 2: Telemet Orion  The Smart Choice

Client Confidential - Call 800 368-2078 for more information

Telemet Key StatsTelemet Key Stats

One page source of investment data on a One page source of investment data on a company.company.

Historic charts and tables of financials, Historic charts and tables of financials, leverage, valuation, per share and leverage, valuation, per share and margins.margins.

Relative financial metrics compared to Relative financial metrics compared to industry, sector, index and other industry, sector, index and other companies.companies.

Drill down to estimates, estimate trends, Drill down to estimates, estimate trends, target prices, institutional holdings, SEC target prices, institutional holdings, SEC filings, S&P Reports, dividend history, filings, S&P Reports, dividend history, insider trades and more.insider trades and more.

Page 3: Telemet Orion  The Smart Choice

Client Confidential - Call 800 368-2078 for more information

DLTR DLTR Main Key Stats PageMain Key Stats Page

New drill-downs on the left of page.

Financial Reports

S&P Research

Insider Reports

Institution Holdings

Consensus Estimates

SEC Filings

Corporate Actions

Page 4: Telemet Orion  The Smart Choice

Client Confidential - Call 800 368-2078 for more information

DLTR DLTR Cash Flow Cash Flow

Drill-down on right to cash flow, margins, eps, revenues and other metrics

See tables and charts of historic trends.

Compare to sector, S&P or other ticker symbol.

Page 5: Telemet Orion  The Smart Choice

Client Confidential - Call 800 368-2078 for more information

DLTR DLTR Earnings EstimatesEarnings Estimates

On the left of page drill-down on “Estimates”

Earnings & revenue estimates

Earnings Surprise

Target price and recommendations history and trends

This is just one page of a five page estimate report!

Page 6: Telemet Orion  The Smart Choice

Client Confidential - Call 800 368-2078 for more information

DLTR DLTR S&P ReportS&P Report

On the left of page drill-down to “S&P Report”

See a 12 page report on the company, its prospects, the industry outlook and recent news. See S&P Star and Quality Ranking.

Page 7: Telemet Orion  The Smart Choice

Client Confidential - Call 800 368-2078 for more information

DLTR DLTR Institutional OwnershipInstitutional Ownership

On the left of page drill-down to “Institutional Ownership”

See a multi- page report on institutions that own the stock, the change in holdings, and the value of these holdings. See who is buying and who is selling the stock.

Page 8: Telemet Orion  The Smart Choice

Client Confidential - Call 800 368-2078 for more information

DLTR DLTR “Three Pager”“Three Pager”

On the left of page drill-down to “Co Reports”

See a three-page report on a company that is very popular with clients. It shows consensus estimates, key ratios, EPS trends, P/E history and other variables.

Page 9: Telemet Orion  The Smart Choice

Client Confidential - Call 800 368-2078 for more information

Telemet OrionTelemet OrionThe Smart ChoiceThe Smart Choice

Investment data on a company all in one place with Investment data on a company all in one place with the Telemet Orion Integrated Investment Platform.the Telemet Orion Integrated Investment Platform.

800-368-2078800-368-2078

www.taquote.comwww.taquote.com