How to use Thomson One & Bloomberg to find analyst reports.

1. Digital Media Economics
JOMC 551, fall 2015
Stephanie Willen Brown
Librarian, Park Library
swbrown@unc.edu
919.843.8300 • @ UNCParkLib
http://bitly.com/jomc-WSJ

2. Finding Analyst Reports: Class Task
PC Users: go to Thomson ONE
• Find analyst report for your company.
• Select Research / Company Research from the
left navigation pane.
• Must use Internet Explorer on a PC; allow pop-ups.
Mac Users: go to Business Source Premier
• Industry reports, company profiles,
• Find a SWOT analysis for your company.
http://guides.lib.unc.edu/jomc551/company

3. Thomson ONE: Persnickity

4. Thomson ONE Research Reports

5. Open Thomson ONE Report

6. Thomson ONE Report (many windows)

7. Business Source Complete: SWOT Analyses

8. Financial Info @ Bloomberg

9. Broker Research Reports = Analyst Reports

10. EE = Earnings & Estimates
GRAB to get screen shot

11. Compare Company Financials
• GF (graphical financial analysis)
– Use to compare companies
• RV = Relative Value
– Compare within region (U.S.) or global
– Choose industry (in some cases)
– “Research” to see BRC for all “relative” companies
• BI = Bloomberg Industry. Data includes
– Market share
– Macro drivers
– Industry info.
– Individual company info. (compare in charts)

12. RV = Relative Value (compare $$)

13. BI = Bloomberg Industries
• Analysis of Industry in PowerPoint slides
– Download as “BITS”
• Data Library includes
– Featured Data
– Market Share
– Macro drivers
– Industry
– Company Info
– Cost analysis
– Has company info which you can compare
– Others have demographic, economic data relatedIcon from https://www.iconfinder.com/icons/86112/business_o_tower_icon

14. BI: Industry Home Screen Internet

15. Excel: Bloomberg Terminal only
• “All data must remain on a licensed Bloomberg”
• Cannot view data on another computer!

16. Sample 551 Papers @ Park Library
• Borrow for 2 hours.
– Ask for them at the front
desk:
• XPARK 551.1 v.2
• XPARK 551.1 v.3
• Companies Include
– Yahoo!
– New York Times
– Netflix
– Facebook’s Historic IPO:
BIA/Kelsey’s Take
… and more

17. Former Student Says:
• “The financial analyst reports and the
ability to grab a ton of tables to make
a super-cool appendix were absolutely
ESSENTIAL to my paper and I
couldn't have written it without
these tools.
• “I was able to argue my point (that
investors should buy Facebook stock)
using a true statistic - zero analysts

18. Training Online

19. Bloomberg Training: In Person
• Video on library course page
• Two types of one-on-one training:
– 60 minutes
– 30 minutes
• Register on library course page
– Or http://bit.ly/jomcBloomberg
• Appointments possible – schedule 2-3 days in
advance!