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Hello, and welcome to the equity segment of the Bloomberg Essentials online training. My name is Mike Landau, and the goal of this training session is to get this acclimated with our equity functionality so you can quickly and easily navigate through the tools that will be vital for your daily investment analysis.

I will start with key news functions that will keep you up to speed with headlines that can affect your investment strategies as well as the equities market on the whole. From there, we will walk through functionality that will help you quickly assess the trends of the equities markets. Finally, we will focus on how you can best use Bloomberg for investment idea generation and the in-depth security analysis.

Our equities resources fully integrate the very best in real-time data, news and research, providing you with an unmatched level of market data transparency, dynamic monitors and powerful analytics. With these tools, you can delve into more than 20 years of financial statements, sell-side consensus estimates, extensive technical analysis studies and idea generation tools for a pool of more than 410,000 equities.

As the Bloomberg Essentials news video outlines, top go is the dynamic news function that displays news headlines from the around the world, featuring stories that are hand-picked your editors worldwide, earmarked as potentially market-moving news. The page will automatically update throughout the day so you can stay abreast of news that impacts the market and your portfolio.

For the equity space, you can customize this page to display news specific to the equities markets by using the drop-down menu and selecting stocks. You can also use a shortcut by typing topstk to reach the same page.

Notice that you can select 90 go to save this view as your default top news category so that when you run top go this view will appear. Using the same drop-down as before, you have the ability to view the top stories based

on region or sector as well.

Note that the B next to some stories tells you that the news piece is a Bloomberg-exclusive story while the white highlight indicates that the story has just been posted to the system in the last 15 minutes.

Another crucial aspect of news functionality is the ability to mine for news and press releases that directly impact a particular investment strategy. nse go provides unmatched granularity for sector, region or security-specific news. nse allows you to search through Bloomberg’s extensive database of news by a simple word search. To make your search within nse as efficient as possible, the function includes auto complete predictive text, which will come up when typing in your search criteria.

As you type in your new search topic, the function will provide you a list of relevant results, which you can select from. This will save you time in putting together applicable news searches.

I’d also like to point out that you can use the preset search categories and related functions at the bottom half of this screen to help focus your search. Specifically, I find the advanced search to be a very powerful tool.

Use the criteria input screen at the top to start creating your custom search. For example, let’s create a custom news wire that tracks earnings news on companies in India. I’ll start with the criteria of earnings.

Notice that as I start typing, the auto complete helps me identify the topics immediately. After selecting earnings from the list of options, we can then do the same for our regional selection of India.


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