Bloomberg’s
Equity Portfolio Management
& Research Solutions
Bloomberg Equity Application
Specialists 415-743-3540
1
YOU’RE EITHER IN FRONT OF A BLOOMBERG…
OR BEHIND!
GLOBAL COMMUNICATION
• Over 40 million messages are sent across The BLOOMBERG PROFESSIONAL® service every day.
• Over 100 underwriters & 2,000 Corporations use Bloomberg Roadshows to market
multimedia presentations directly to the world's top investment managers.
ALL THE NEWS IN THE WORLD
• Over 1,800 BLOOMBERG NEWS® employees publish more than 5,000 stories a day.
• Search over 2200 news categories & subjects from over 250 leading news wires.
• Radio/TV and nearly 208,000 archived multimedia reports with key newsmakers.
• Nearly 13,000 live breaking news events have been broadcast on LIVE <GO>.
• Nearly 10,000 video clips have been added since beginning of 2004.
REALTIME PRICES & CONTRIBUTIONS
• Over 240 exchange feeds from more than 100 countries.
• Over 6,500 price & research contribution screens.
BLOOMBERG PEOPLE
• Over 1.5 million People Profiles now available.
Bloomberg Equity Application
Specialists 415-743-3540
2
YOU’RE EITHER IN FRONT OF A BLOOMBERG…
OR BEHIND!
FREE TRAINING & SUPPORT
• In 2005 we ran more than 11,000 free seminars with over 190,000 attendees.
• Over 8,000 employees in more than 100 offices support our clients globally.
• Our global help desk operates 24 hours a day in over 30 different languages.
ANALYTICS & DATA
• Over 14,000 analytical & data screens.
• Over 4.6 million Fixed Income securities.
• Over 375,000 Equities from more than 130 countries.
• Over 8 million Company Filings
• Over 55,000 Loans & 105,000 Mutual Funds.
• Over 25,000 Currency Rates.
• Over 116,000 Commodities and Energy datapoints tracked.
• Over 300,000 Indices and Economic statistics.
• Over 250,000 Corporate Actions, including 110,000 Mergers & Acquisitions.
• Over 31,000 Fundamentals, and much, much more.
• Over 5 million US Federal and State Court opinions from Bloomberg LAW
Bloomberg Equity Application
Specialists 415-743-3540
3
Index of Contents
• Manage Information on
Holdings……………………………........................... ..5
• Portfolio Analysis…...……………………………..... 10
• Screening Tools……………………………………... 20
• Company Analysis………………………………….. 27
• Market Entry………………………………………... 41
• News, Statistics & Research………………………... 46
• Resources & HELP……………………………….... 57
Bloomberg Equity Application
Specialists 415-743-3540
4
MANAGE INFORMATION
ON YOUR HOLINGS
Keep on top of the Events, news, research and
information available on your holdings
Bloomberg Equity Application
Specialists 415-743-3540
5
Live Earnings Calls and Transcripts Use EVTS to display and manage a
corporate events calendar for the companies you care about. You can also access
written/audio transcripts for the corresponding events.
Bloomberg Equity Application
Specialists 415-743-3540
EVTS
6
Live Earnings Calls and Transcripts Monitor live streaming text of Earnings
EVTS
Calls, Shareholder Meetings and more. Access real-time transcripts of what companies
are saying about themselves, their products, and their industry. Download summary transcripts
to get a quick briefing of the call or event.
Bloomberg Equity Application
Specialists 415-743-3540
7
Earnings Announcement Calendars Use ACDR to display an earnings estimates
and announcement calendar for the companies you care about. View the results of
your universe in terms of growth, surprise and guidance so that you can gauge impact
on your returns and make appropriate investment decisions.
Bloomberg Equity Application
Specialists 415-743-3540
ACDR
8
News and Research On Your Names Use NPH to display the most recent
news stories and research reports for the current and previous business day for
each security in a selected portfolio. You can use NPH to track the news affecting the
securities in your portfolio.
Bloomberg Equity Application
Specialists 415-743-3540
NPH
9
Actions that will affect your holdings Drill down to the actions and events
that will directly affect the assets you have under management. Corporate Action
calendars can be scheduled to run on your portfolio automatically
Bloomberg Equity Application
Specialists 415-743-3540
PSCA
CACT
10
PORTFOLIO ANALYSIS
Achieve better portfolio performance by
leveraging Bloomberg’s Performance and
Risk Analytics
Bloomberg Equity Application
Specialists 415-743-3540
11
Portfolio Performance Use PRT to track the intra-day performance of your equity
PRT
portfolio and compare it against a benchmark. You can analyze your portfolio by different
categories, including sector and industry, country, etc to determine the factors contributing to
your performance and determine where you should overweight or underweight against your
benchmark.
Bloomberg Equity Application
Specialists 415-743-3540
12
Analyze Portfolios Use PREP to obtain a distribution, or breakdown, of your
PREP
portfolio by various criteria. PREP is a portfolio reporting tool that provides a two-way
distribution sort and an optional graph of tabular data so that you can evaluate a profile of
your portfolio holdings. With flexible data organization, PREP enables you to segment your
portfolios and re-aggregate the positions therein into identifiable dimensions.
Bloomberg Equity Application
Specialists 415-743-3540
13
Create Portfolio Reports Use RVP to compare equities within a selected portfolio to
each other as well as to the sectors your invested in and the overall portfolio. You can
build up to 20 customized spreadsheets to analyze the securities and sort on any specific
item and then quickly download the information to excel or print it out in presentation
ready format.
Bloomberg Equity Application
Specialists 415-743-3540
RVP
14
Tracking Error Use TRK to analyze how a portfolio's performance compares to the
performance of an underlying benchmark, portfolio or index. TRK uses an ex-ante
approach, a forward-looking approach that is calculated across 1000 randomly generated
scenarios, to calculating the tracking error.
Bloomberg Equity Application
Specialists 415-743-3540
TRK
15
Value-At-Risk Use VAR to display three different value at risk (VAR) methodologies,
Parametric, Historical, and Monte Carlo, for a specific portfolio. You can also use VAR
to specify the confidence interval and time horizon used to
generate value at risk.
Bloomberg Equity Application
Specialists 415-743-3540
VAR
16
Worst Case Scenario Use WRST to analyze a portfolio’s potential loss/gain
WRST
across a series of historical and theoretical market conditions. You can apply a range of
stress tests to a portfolio and display the ten worst performing scenarios in descending
order so that you can determine effective strategies for minimizing loss.
Bloomberg Equity Application
Specialists 415-743-3540
17
The Fund you Manage Gain perspective from the investor marketing side on the
fund or group of funds you manage. View fund statistics, holdings, returns, fees and
management information.
Bloomberg Equity Application
Specialists 415-743-3540
DES
18
Evaluate Your Peers Bloomberg covers over 100,000 funds and combines
criteria designed specifically for analyzing funds so that you can get to the funds
who are your peers. Find who is the best performing fund in a particular sector,
date range or family and analyze their holdings and performance drivers.
Bloomberg Equity Application
Specialists 415-743-3540
FPC
HLDS
19
STOCK SCREENING
The tools on Bloomberg that will help you
choose winning equities for your portfolios to
achieve high total return
Bloomberg Equity Application
Specialists 415-743-3540
20
What Sectors Are Performing Use GICS to determine the classification
GICS
MRR
breakdown and relative classification performance for and index, portfolio or list.
Conduct a top down analysis and keep abreast all of the factors that effect an industry
you are invested in or are looking for possible candidates within. Drill into any sector and
rank the returns of the members within to determine which stocks are driving performance
Bloomberg Equity Application
Specialists 415-743-3540
21
Tapping into the Major Worldwide Indices. The leaders and laggers
throughout the day that may become rising stars or new industry groups that are
outperforming the rest of the market.
Bloomberg Equity Application
Specialists 415-743-3540
IMOV
22
Analyze M&A Use MA to uncover the details of current and historical M&A transactions
MA
for public and private transactions including deal types such as acquisitions and divestitures
to self-tenders, spin-offs, and joint ventures. These details can include total values, payment
terms, premiums, advisor information, and deal financials. Access League Tables on M&A
advisors to identify who is active in your sectors and/or regions. Monitor statistics for specific
industries and regions, news on MA and other areas of corporate finance.
Bloomberg Equity Application
Specialists 415-743-3540
23
Who is Going Public Use ECDR to monitor IPO, secondary equity offerings
and private placements so you can analyze how to raise capital in the market place and
gauge the market's receptiveness to various types of new issues.
Bloomberg Equity Application
Specialists 415-743-3540
ECDR
NIM
24
Global Equity Screener Search our global equity database that consists of over
320,000 global equities to generate a list of equity securities based on a set of criteria
you select. You can use QSRC to find equities that meet your fundamental and technical
criteria or apply your screens to your portfolio to alert you to any names that have
moved outside your investment bounds
QSRC
COMPANIES
New York Area's Fastest-Growing Companies
Ranked by three-year revenue growth rates
Revenue
Growth Revenue (in
Rate
millions)
1
COMFORCE CORPORATION
Rank
Net Income
Growth Rate
680.8
436.2
16.0
(439.0)
6660.8
972.9
8.0
(1139.0)
4204.6
3235.8
3.0
(2209.0)
#VALUE!
252.3
23.0
556.7
240.3
24.0
Price/
Net Income Earnings
Return
(in millions)
Ratio on Equity
(2.0) #N/A N.A.
Total
Number of
Employees
1.9
500.0
6.3
(9.3)
57.0
(27.6) #N/A N.A.
(1.0)
9216.0
(155.8) #N/A N.A. #N/A N.A.
330.0
415 Crossways Park Drive
P.O. Box 9006
Woodbury, NY 11797
United States
2
YORK RESEARCH CORP
(6.0)
280 Park Avenue
Suite 2700 West
New York, NY 10017
United States
3
USA NETWORKS INC
152 West 57th Street
New York, NY 10019
United States
4
GENESIS DIRECT INC
#VALUE!
100 Plaza Drive
Secaucus, NJ 07094
United States
5
METROMEDIA INTL GROUP INC
(943.0)
(123.7) #N/A N.A.
(48.5)
1000.0
One Meadowlands Plaza
East Rutherford, NJ 07073-2137
United States
Bloomberg Equity Application
Specialists 415-743-3540
25
Keyword Screener on DES. Search our global equity database by keyword for
companies involved in products and markets that are not a part of a SIC, Bloomberg
or GICS industry code.
Bloomberg Equity Application
Specialists 415-743-3540
DSRC
26
COMPANY ANALYSIS
Put your portfolio members and potential
picks through the test
Bloomberg Equity Application
Specialists 415-743-3540
27
Begin with a Mini-prospectus ISSD provides a quick overview of the financial
data and operations of the issuer of the security, so you can thoroughly evaluate the
ability of the issuer to repay its debt. Evaluate management using MGMT to gain
access to professional background, board memberships, compensation, news and
holdings.
Bloomberg Equity Application
Specialists 415-743-3540
ISSD
MGMT
28
Company Description DES displays fundamental background information and
DES
CWP
financial data for a specific company, warrant, mutual fund, or equity option. You can use
DES to quickly view this information in one convenient location. Use CWP to display a
selected company's internet web page. If the company's home page is restricted for any
reason, the company's investor relations web page appears, if available.
Bloomberg Equity Application
Specialists 415-743-3540
29
Track Forecasts Display Bloomberg's earnings projections, as well as projections
from various third party contributors for a specific equity. Bloomberg collects all
earnings estimates for a company in one place, so you can quickly gauge market
expectations. Gain full transparency into the consensus.
EEO
EEB
Earnings Estimates:
BEst
ZACKS
FIRST CALL (addt’l $)
TOYO KEISAI
Bloomberg Equity Application
Specialists 415-743-3540
30
Analyze the trend and quality of earnings Compare reported data items with
future estimates in an easy-to-view format. EM displays the reported data and estimates
in real terms and in terms of year-over-year percent change or period-to-period percent
change so that you can make informed decisions based on historical performance and
the market's expectations.
Bloomberg Equity Application
Specialists 415-743-3540
ERN
EM
31
Access Company Guidance Use GUID to evaluate a company's own estimates in
GUID
one comprehensive view. Compare guidance against the analyst consensus numbers and
against reported financials. Complete transparency on how the company is guiding
their estimates up or down is available with links to the press release and full text
guidance release.
Bloomberg Equity Application
Specialists 415-743-3540
32
Company Research Use EEA to display a list of all of a broker's estimates for a
selected company. Bloomberg aggregates sell-side research from 900 brokers to provide
direct access to research reports directly without a fee.
Bloomberg Equity Application
Specialists 415-743-3540
EEA
BRC
33
The Latest Analyst Sentiment Use ANR to display a list of analysts' recommendations,
ANR
price targets, price target time periods, and a consensus rating for a selected equity. You can
also determine the latest analyst sentiment and identify which analysts have the most accurate
equity ratings.
Bloomberg Equity Application
Specialists 415-743-3540
34
Access Fundamentals on over 36,000 Companies Evaluate a company's
financials in one comprehensive and customizable view that is easy to chart and analyze.
Access granular detail and clarity on the ratios and line items displayed. Link directly
to the source filings. Transparency allows you to analyze the value of a potential
investment, partnership, or acquisition target. Bloomberg is an originator of data and
each of our analysts are accessible for any questions. All data can be taken into Excel.
Bloomberg Equity Application
Specialists 415-743-3540
FA
ARD
35
Access Filings Bloomberg has worldwide company filings in real-time from EDGAR
in the U.S. as well global filings from over 36,000 companies world wide so that you
can see the public documents and let the number speak for themselves in your evaluation.
Bloomberg Equity Application
Specialists 415-743-3540
CF
36
Evaluate The Company’s Health Use RSKC to display a snapshot of company
RSKC
WACC
health. You can also display related company data, so you can analyze company risk
over time or among peers. Use WACC to display capital structure, theoretical
weighted average cost of capital, economic value added, return on invested
capital (ROIC) and economic value added spread (EVA Spread) for a selected company.
Bloomberg Equity Application
Specialists 415-743-3540
37
Measure your company to its peers Our Industry peer group report allows you to quickly
compare companies using any piece of fundamental, pricing or earnings information in our
entire database. There are 20 reports that are totally customizable, flexible and downloadable
into Excel.
Bloomberg Equity Application
Specialists 415-743-3540
RV
38
Who owns your prospective candidate Use PHDC to search for institutional
and insider holders whose trading activity may influence the price of a selected security
or discover which investors are building or unwinding positions. Use AGGD to search
for institutional exposure to a specific company's corporate debt. You can also use
AGGD to display which institutions are exposed to company debt and determine who is
affected by ratings changes and bankruptcies.
Bloomberg Equity Application
Specialists 415-743-3540
PHDC
AGGD
39
How has the company grown? Some corporate actions and events are front-page
news, others attract little attention, all in one place they disclose the construction of a
new corporate landscape for you to add to your analysis of a potential buy candidate or
to affect the value of your portfolio. Chart these events to see their impact on stock price.
Bloomberg Equity Application
Specialists 415-743-3540
CACS
GPO
40
MARKET ENTRY
Decision-making tools to help formulate
trading Strategies and Increase Profits!
Bloomberg Equity Application
Specialists 415-743-3540
41
Quickly Access the Inside Market Our Expanded Quote offers consolidated research
on a specific stock or the entire market. It allows you to easily see if this stock is leading
the pack or just keeping pace. Each of the portions of the page can be maximized for
further analysis to our most popular equity functions so that you can gauge your entry or
exit point in the market.
Bloomberg Equity Application
Specialists 415-743-3540
BQ
42
What moved the market Bloomberg offers sophisticated charting with direct access into
our news as well as Technical analysis studies. Draw trend lines, measure % change and click
on the news button and any portion of the chart to get color on what moved the market!
Bloomberg Equity Application
Specialists 415-743-3540
G
43
Gather Market Sentiment before you Buy or Sell View a trade activity
summary that allows you to quickly assess which side the market is actively trading
on the bid or the ask to gauge Wall Street’s sentiment so that you know where
investors stand
Bloomberg Equity Application
Specialists 415-743-3540
TSM
44
Pinpoint Liquidity These two analytics together allow you to see at what price
buyers and sellers can execute a trade and what are the trades that have had the
largest effect on the stock for a given time frame.
Bloomberg Equity Application
Specialists 415-743-3540
VAP
AQR
45
NEWS, STATISTICS & RESEARCH
Don’t miss the news that moves markets or the
information that matters to you
Bloomberg Equity Application
Specialists 415-743-3540
46
Impactful News Use TOP to display top headlines and stories from around the
world so that you can keep on top of global market moving stories that may impact
your portfolio. Use READ to display the most popular news articles and to identify the
companies, topics, and people generating the most news interest so that you can stay
apprised of the headlines and news subjects that are drawing the most readers
worldwide.
Bloomberg Equity Application
Specialists 415-743-3540
TOP
READ
47
News You Can Use Bloomberg News is a worldwide, 24 hours a day news conglomerate,
with over 2000 reporters based in over 80 news bureaus writing over 5,000 stories a day.
We have never thrown out a story since our inception as a news organization in the late
1980s so that you can search on historical news and get ALL the facts.
Bloomberg Equity Application
Specialists 415-743-3540
N
TNI
48
CEO Interviews Use AV to access prerecorded and live multimedia broadcasts,
reports, interviews, news conferences, events, and teleconferences, sports, multilingual
reports, program schedules, specific guests, and cable and satellite distribution via the
BLOOMBERG PROFESSIONAL service.
Bloomberg Equity Application
Specialists 415-743-3540
AV
LIVE
49
Alerts create price limit alerts and news alerts that notify you of moves in the market
as they happen. You can receive visual and/or audible alerts on securities in your
worksheets, indices, lists, and portfolios if a security's value falls below or rises above
your specified limits. Alerts flow through to your Blackberry.
Bloomberg Equity Application
Specialists 415-743-3540
ALRT
NLRT
50
The Economy in Real-time There are multiple market statistic solutions on
Bloomberg. The real-time monitor below helps you capture the numbers as they hit the
market so that you can track how current and upcoming economic releases are going to
affect your short and long term portfolio strategies and research recommendations.
Bloomberg Equity Application
Specialists 415-743-3540
WECO
FOMC
51
The Economy Historically Another Market Statistic solution of storing economic
statistics as historical indices allows you to draw conclusions about economic trends that
may affect your opinion on interest rates and how economic conditions will impact your
future strategy. Quickly view economic statistics for a country or related to a particular
industry that affects your specialization or the companies you invest in or are
recommending.
ECO
ECST
HMSM
Bloomberg Equity Application
Specialists 415-743-3540
52
The Street’s Research Bloomberg aggregates research from approx 900 sources so that
you can access the research and commentary on your holdings on demand from one source.
Bloomberg Equity Application
Specialists 415-743-3540
BR
53
Edgar Real-time Data Bloomberg provides access to the Securities and Exchange
Commission’s (SEC) “Electronic Data Gathering, Analysis and Retrieval (EDGAR)
System. The filings are provided in real-time with the ability to be imported into
Microsoft Word, screened through by any keyword or sent via a message as an
attachment.
Bloomberg Equity Application
Specialists 415-743-3540
EDGS
54
Bloomberg Law Bloomberg provides access to court documents, litigation, patent
infringements, intellectual property laws. Our searching tools allow you to search
across news, EDGAR filings and legal documents so that you can perform the
appropriate due diligence on your investments and candidates
Bloomberg Equity Application
Specialists 415-743-3540
BBLS
DCKT
55
Customize your Desktop Bloomberg Launchpad is a customizable, dynamic user
BLP
interface, which takes existing BLOOMBERG PROFESSIONAL® service functions and
allows them to exist on your desktop. Bloomberg Launchpad builds an interactive workstation
driven by the BLOOMBERG PROFESSIONAL® service's data, news, and analytics in a format
which allows you to access the information you need, when you need it.
Bloomberg Equity Application
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56
WIR
WEI
WB
FXC
Find out what is happening in worldwide stock and bond markets, interest rates, currencies and other
markets that influence your buy and sell decisions and candidates in your portfolios.
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57
Resources & Help
Bloomberg Equity Application
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58
Bloomberg University. Use BU to display a menu of Bloomberg training resources that
can help you better navigate the BLOOMBERG™
PROFESSIONAL service. Through BU, you
can order training manuals, conduct a key word search, contact the Bloomberg Helpdesk,
register to attend Bloomberg seminars, request on-site training, or read about new functions
and enhancements.
Bloomberg Equity Application
Specialists 415-743-3540
BU
59
Tips and Tricks Use EASY to display a list of tips and tricks and shortcuts you can
use to navigate the Bloomberg Professional Service more efficiently.
Bloomberg Equity Application
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EASY
60
Help When You Need It Hit the HELP key twice to gain instant access to
Bloomberg’s Help Desk. Help is available 24 hours per day, 7 days per week,
365 days per year.
Bloomberg Equity Application
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61
Online Symbol Guide Just simply type in the name of the company and hit the green
<HELP> key to drill down to all issues on the equity, debt, money market side of the business.
Type in a Person’s name or keyword to find any people profiles, information or analytics on the
Bloomberg Professional Service.
*
*
*
Bloomberg Equity Application
Specialists 415-743-3540
62
Bloomberg Fundamental Data Bloomberg provides complete transparency with
our Fundamental Data. For questions regarding financial statements you can call a
Bloomberg analyst directly. There is full disclosure in the breakdowns of how we
handle the Income statement, Balance sheet, Cashflow statement and ratios we
calculate. Lastly, we display the accounting guidelines that we use.
Bloomberg Equity Application
Specialists 415-743-3540
ANB
FDO
63
Build Custom Models The API offers clients the ability to bring Bloomberg data into
their Excel spreadsheet or proprietary applications so you can integrate Bloomberg into
your reports and applications to help you in the investment process.
Bloomberg Equity Application
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BBXL
64
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