I have to pitch a stock. What research tools can help me with this?
- Use Bloomberg, Thomson One, Capital IQ, or free stock screening tools such as Finviz to identify companies which meet your financial, industry, security type, and other criteria.
- In Bloomberg, use EQS<GO> to screen for stocks.
- In Capital IQ go to Screening > Companies and then filter by security type, exchange, industry, et cetera.
- In Thomson One go to Screening & Analysis > Companies and select the criteria you want to filter by.
- Analyst estimates (often consensus) can be found in databases like Bloomberg, Thomson One, and Capital IQ. To find analyst reports with more details regarding their analysis and opinions on a stock, use Thomson One and go to Company Views > Research > Company Research and selecting the Advanced Research option.
- Factiva is a great source for recent news and its Search Builder tool allows you to limit your search to specific companies and topics.
- The investor relations website of your target company provides management guidance, information on company strengths and challenges, and clues to their strategy via discussions in filings, earnings calls, and presentations.