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Pardee Management Library
SMG Finance Club Tutorial
Analyst Reports
Investext
Search Tips:
Enter company name and “initiating” in keyword box.
Choose an industry and either “primer” or "sector" or "industry"
in the keyword box.
Company & Industry BETA
Current Company Beta:
Bloomberg Shortcut: Company Ticker <Equity> Beta <GO>
Valueline located at Pardee Reference Desk
Historical Company Beta:
Wharton
Research Data Services (WRDS): See Pardee’s Beta Tutorial at: http://www.bu.edu/library/management/tutorials/beta.html
Once in the tutorial go to the last row of the table where it says “Using
CRSP, how do I get beta for my company over a specific date range ?”.
The next 9 screen shots provides you with step by step instructions on
how to access historical beta. WRDS is accessible via all Pardee Reference
terminals. Ask for the WRDS URL at Pardee’s Reference Desk.
Industry Beta
Bloomberg Shortcut: Index Ticker <Index> Index Ticker <Index> PRH <GO>
For comparing the S&P 600 (SML) against the S&P 500 the shortcut is: SML <Index> SPX <Index> PRH <GO>
The slope line=BETA.
Company & Industry Information
Company & Industry Research Guide
Industry Survey Locator
Index of industry reviews from S&P, Datamonitor, Hoovers, Encyclopedia
of American Industries, Pardee Reference Books, Industry Yearbooks, Mergent,
Valueline and Mintel.
See also: Databases by Subject: Company
See also: Databases by Subject: Industry
Company Financial's (IS, BS, CF, RE)
Income statement, balance sheet, cash flow, retained earnings
See also: Company Annual & Financial Reports Guide
Mergent Works best with Internet Explorer.
Download company balance sheet, income statement, cash flow statement
and retained earnings statements for the past 15 quarters or years into
Excel. Access company SEC filings.
Lexis-Nexis
Under Business - Company Financial's Reports search by Company, Ticker
or SIC, Total Sales, Total Revenue and by State and keyword. Download
3 years of company financial's into Excel.
Wharton
Research Data Services
Download vast amounts of financial data for many companies at one time.
Bloomberg
See also: Bloomberg
Business Tutorial for tips and help with Bloomberg.
Comparable Returns
Bloomberg shortcut: Company Ticker <Equity> COMP
<GO>
Graph your stocks price performance against it's respective index
Cost of Equity/Debt/Capital
Bloomberg shortcut: Company Ticker <Equity> WACC
<GO>
Bloomberg shortcut: Company Ticker <equity> FA <GO>
Debt Distribution & Long Term Debt Maturity
Bloomberg shortcut: Company Ticker <Equity> DDIS <GO>
Dividends
Bloomberg shortcut: Company Ticker <Equity> DVD <GO>
Mergent Works best with Internet Explorer.
Once in a company file click on Tearsheets
Earnings Estimates
Bloomberg shortcut:
Company Ticker <Equity> EE Z <GO> for Zack's estimates
Company Ticker <Equity> EEB <GO> for Bloomberg estimates
Lexis/Nexis
Under Business - Company Financial Reports. Choose Stock reports from
Collections for Zacks and Nelson's Earnings Estimates
Mergent Works best with Internet Explorer.
Once in a company file click on the Research tab.
Economic Outlook
See Pardee's Economics
Research Guide
Equity Risk Premium
Bloomberg shortcut: Company Ticker <Equity> DDM <GO>
Free Cash Flow
Bloomberg shortcut: Company Ticker <Equity> FA
<GO> 24
Market Returns
Bloomberg shortcut for the S&P 600 (SML): SML <Index> COMP <GO>
News
See also: Databases by Subject: Business Articles
Relative Value
Bloomberg shortcut: Company Ticker <Equity> RV
Go
Compare your company to others in its industry by using key financial
variables.
Risk Free Rate
Federal
Reserve Board Historical Data
http://www.federalreserve.gov/Releases/H15/data.htm
Bloomberg shortcuts:
Treasury |
Actual
Bond |
Generic
Index |
| 1 Month Treasury Bill | GB1 <GOVT> <GO> | USGG1M <INDEX> <GO> |
| 3 Month Treasury Bill | GB3 <GOVT> <GO> | USGG3M <INDEX> <GO> |
| 5 Year Treasury Bond | GT5 <GOVT> <GO> | USGG5YR <INDEX> <GO> |
| 10 Year Treasury Bond | GT10 <GOVT> <GO> | USGG10YR <INDEX> <GO> |
| 20 Year Treasury Bond | GT20 <GOVT> <GO> | USGG20YR <INDEX> <GO> |
Ibbotson’s Stocks, Bonds & Bills and Inflation Yearbook
Pardee Reference Desk HG4501.S7949
Stock Prices
Bloomberg shortcut: Company Ticker <Equity> HP <GO>Wharton Research Data Services - CRISP Database
Yahoo Finance
Weighted Average Cost of Capital (WACC)
Bloomberg shortcut: Company Ticker <EQUITY> WACC
<GO>
Gives cost of equity, debt and capital and the risk premium
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