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"I need analyst reports – you know, equity research reports - and I'm totally confused by ThomsonOne. Help! And is there anything that works on Macs?? November 18th:

November 18th:

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November 18th:. "I need analyst reports – you know, equity research reports - and I'm totally confused by ThomsonOne . Help! And is there anything that works on Macs??. Oh the joy that is ThomsonOne *. Our only source for equity and fixed income reports from a variety of sources – ex.: - PowerPoint PPT Presentation

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Page 1: November 18th:

"I need analyst reports – you know, equity research reports - and I'm totally confused by ThomsonOne. Help! And is there anything that works on Macs??

November 18th:

Page 2: November 18th:

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Oh the joy that is ThomsonOne* Our only source for equity and fixed income

reports from a variety of sources – ex.: Credit Suisse JPMorgan Globaldata, and hundreds more

But not: BoA Merrill Lynch Barclays Capital, some others

Complete list of sources wi/ availability clearly marked***Not. **Link to PDF in SimonExchange

Page 3: November 18th:

Coping with ThomsonOneOnly works with Internet Explorer – up to

v10 at the moment*Enable pop-ups from amr.thomsonone.com

See complete instructions on next slideAfter running a search, scroll down to see

results(Some demos)

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*If you are running v11, choose Compatibility under Tools

Page 4: November 18th:

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Internet Explorer. “gear” (1) choose Internet options. In that dialog box, choose Privacy...(2)

… then the Pop-up Blocker Settings button (3)

Then type in: amr.thomsonone.com & click Add (4)

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Page 5: November 18th:

But I’m a Mac user!!! Are there any alternatives to T-1? *

Yes. Much more limited, but they ARE universally accessible! 4 options:

1. NetAdvantage Stock Reports 1-page reports from S&P analysts.

2. Mergent Online Reports From Ford Equity Research (a Mergent

company)

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*Note: no whining. Toughen Up!

Page 6: November 18th:

Two more:

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3. Lexis/Nexis Company Lookup, then menu on left. Recommend: Zacks Investment Research*

4. Morningstar link to Stock Analyst Reports right on main page! Warning! Only 1 user at a time

*Yes, there’s also a link called “Analyst Reports”, but beware… anything from “ReportLinker” isn’t actually available!!

Page 7: November 18th:

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Join us next week, Nov. 25, 5:00pm for:

Stump the Chumps! Bring on your hardest questions and see how well the Problem Solving Pros think on their feet!