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Names of Investment Companies in Colorado - PowerPoint

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					                                   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!

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Bloomberg Equity Application
  Specialists 415-743-3540                                                                      2
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                                              OR BEHIND!

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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
                                                                                  EVTS
written/audio transcripts for the corresponding events.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                             6
Live Earnings Calls and Transcripts Monitor live streaming text of Earnings
Calls, Shareholder Meetings and more. Access real-time transcripts of what companies   EVTS
 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        ACDR
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                                                                  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          NPH
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                                                                   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   PSCA
calendars can be scheduled to run on your portfolio automatically                  CACT




  Bloomberg Equity Application
    Specialists 415-743-3540                                                              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
portfolio and compare it against a benchmark. You can analyze your portfolio by different       PRT
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
portfolio by various criteria. PREP is a portfolio reporting tool that provides a two-way
                                                                                          PREP
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    RVP
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                                                                      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          TRK
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                                                                   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
                                                                                          VAR
to specify the confidence interval and time horizon used to
generate value at risk.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                    16
Worst Case Scenario Use WRST to analyze a portfolio’s potential loss/gain
across a series of historical and theoretical market conditions. You can apply a range   WRST
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   DES
management information.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                 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
                                                                                       FPC
who are your peers. Find who is the best performing fund in a particular sector,      HLDS
date range or family and analyze their holdings and performance drivers.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                 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
breakdown and relative classification performance for and index, portfolio or list.       GICS
Conduct a top down analysis and keep abreast all of the factors that effect an industry
                                                                                          MRR
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
                                                                                  IMOV
outperforming the rest of the market.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                             22
Analyze M&A Use MA to uncover the details of current and historical M&A transactions
for public and private transactions including deal types such as acquisitions and divestitures   MA
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
                                                                                         ECDR
gauge the market's receptiveness to various types of new issues.                          NIM




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                    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                                           QSRC
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




                                                                                                                            COMPANIES


                                                                New York Area's Fastest-Growing Companies
                                                                Ranked by three-year revenue growth rates


                                                                                                     Revenue                                                      Price/                   Total
                                                                                                      Growth Revenue (in              Net Income    Net Income Earnings   Return      Number of
                                                                                                        Rate    millions)    Rank    Growth Rate    (in millions) Ratio on Equity     Employees
                                                                1   COMFORCE CORPORATION                680.8      436.2      16.0        (439.0)         (2.0) #N/A N.A.      1.9        500.0
                                                                    415 Crossways Park Drive
                                                                    P.O. Box 9006
                                                                    Woodbury, NY 11797
                                                                    United States
                                                                2   YORK RESEARCH CORP                 6660.8      972.9       8.0       (1139.0)         (6.0)      6.3      (9.3)        57.0
                                                                    280 Park Avenue
                                                                    Suite 2700 West
                                                                    New York, NY 10017
                                                                    United States
                                                                3   USA NETWORKS INC                   4204.6     3235.8       3.0       (2209.0)        (27.6) #N/A N.A.     (1.0)      9216.0
                                                                    152 West 57th Street
                                                                    New York, NY 10019
                                                                    United States
                                                                4   GENESIS DIRECT INC               #VALUE!       252.3      23.0   #VALUE!            (155.8) #N/A N.A. #N/A N.A.       330.0
                                                                    100 Plaza Drive
                                                                    Secaucus, NJ 07094
                                                                    United States
                                                                5   METROMEDIA INTL GROUP INC           556.7      240.3      24.0        (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   DSRC
 or GICS industry code.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                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   ISSD
ability of the issuer to repay its debt. Evaluate management using MGMT to gain
access to professional background, board memberships, compensation, news and            MGMT
holdings.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                   28
Company Description DES displays fundamental background information and
                                                                                        DES
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
                                                                                        CWP
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
                                                                                             EEO
earnings estimates for a company in one place, so you can quickly gauge market
expectations. Gain full transparency into the consensus.
                                                                                             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   ERN
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        EM
the market's expectations.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                    31
Access Company Guidance Use GUID to evaluate a company's own estimates in
one comprehensive view. Compare guidance against the analyst consensus numbers and  GUID
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
                                                                                        EEA
direct access to research reports directly without a fee.                               BRC




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                  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.
                                                                                            FA
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         ARD
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                                                                     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       CF
can see the public documents and let the number speak for themselves in your evaluation.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                    36
Evaluate The Company’s Health Use RSKC to display a snapshot of company
                                                                                 RSKC
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       WACC
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   RV
in our entire database. There are 20 reports that are totally customizable, flexible and
downloadable into Excel.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                     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   PHDC
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
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                                                                       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     CACS
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.
                                                                                                GPO




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                           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   BQ
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                                                                          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
                                                                                               G
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                                                                       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
                                                                                      TSM
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                                                                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   VAP
largest effect on the stock for a given time frame.                                AQR




  Bloomberg Equity Application
    Specialists 415-743-3540                                                             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         TOP
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
                                                                                         READ
apprised of the headlines and news subjects that are drawing the most readers
worldwide.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                    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.    N
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.                     TNI




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                     48
CEO Interviews Use AV to access prerecorded and live multimedia broadcasts,
reports, interviews, news conferences, events, and teleconferences, sports, multilingual
                                                                                             AV
reports, program schedules, specific guests, and cable and satellite distribution via the
BLOOMBERG PROFESSIONAL service.
                                                                                            LIVE




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                       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            ALRT
worksheets, indices, lists, and portfolios if a security's value falls below or rises above
your specified limits. Alerts flow through to your Blackberry.                                NLRT




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                         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   WECO
market so that you can track how current and upcoming economic releases are going to   FOMC
affect your short and long term portfolio strategies and research recommendations.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                  51
The Economy Historically Another Market Statistic solution of storing economic
statistics as historical indices allows you to draw conclusions about economic trends that
                                                                                             ECO
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
                                                                                             ECST
industry that affects your specialization or the companies you invest in or are
recommending.




                                        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.   BR




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                  53
Edgar Real-time Data Bloomberg provides access to the Securities and Exchange
Commission’s (SEC) “Electronic Data Gathering, Analysis and Retrieval (EDGAR)        EDGS
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                                                                54
Bloomberg Law Bloomberg provides access to court documents, litigation, patent
infringements, intellectual property laws. Our searching tools allow you to search   BBLS
across news, EDGAR filings and legal documents so that you can perform the
appropriate due diligence on your investments and candidates
                                                                                     DCKT




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                55
Customize your Desktop Bloomberg Launchpad is a customizable, dynamic user
interface, which takes existing BLOOMBERG PROFESSIONAL® service functions and            BLP
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
    Specialists 415-743-3540                                                                   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.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                           57
                               Resources & Help




Bloomberg Equity Application
  Specialists 415-743-3540                        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          BU
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                                                                        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.                  EASY




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                 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
    Specialists 415-743-3540                                                  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.




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  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   ANB
Bloomberg analyst directly. There is full disclosure in the breakdowns of how we
handle the Income statement, Balance sheet, Cashflow statement and ratios we
                                                                                    FDO
calculate. Lastly, we display the accounting guidelines that we use.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                              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   BBXL
your reports and applications to help you in the investment process.




  Bloomberg Equity Application
    Specialists 415-743-3540                                                                     64

				
DOCUMENT INFO
Description: Names of Investment Companies in Colorado document sample