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November 18th:

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.:

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November 18th:

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  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??

  2. 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

  3. Coping with ThomsonOne • Only works with Internet Explorer – up to v10 at the moment* • Enable pop-ups from amr.thomsonone.com • See complete instructions on next slide • After running a search, scroll down to see results • (Some demos) *If you are running v11, choose Compatibility under Tools

  4. Internet Explorer. “gear” (1) choose Internet options. In that dialog box, choose Privacy...(2) 2 1 … then the Pop-up Blocker Settings button (3) 3 4 Then type in: amr.thomsonone.com & click Add (4)

  5. 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) *Note: no whining. Toughen Up!

  6. Two more: 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!!

  7. 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!

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