Temple University Investment Association

CMR

Capital Markets Room The Fox School's Capital Markets Room (CMR) is a mock trading room and simulation lab that occupies a prominent position on the first floor of Alter Hall. The CMR first opened in January 2009 and uses cutting edge technology to give the Fox Students a competitive advantage in accessing timely financial market data and learning how financial markets operate. The CMR has 38 computer stations with dual screen monitors, with a subset of the stations configured as Bloomberg Professional terminals. Additional data access is provided through Standard and Poor's Capital IQ service. Additional television monitors can be used to display business and financial markets oriented programming, such as CNBC and Bloomberg. While the CMR's design supports instructional sessions, and is mainly used by Finance Majors and members of The Temple University Investment Association and The William C. Dunkelberg Owl Fund, it is open for general student use. The 'ticker' display in the room displays the holdings of The William C. Dunkelberg Owl Fund.

ATTENTION: THE CAPITAL MARKETS ROOM IS NOT A GENERAL COMPUTING LAB AND SHOULD ONLY BE USED FOR EDUCATIONAL PURPOSES. NO FOOD OR DRINK IS PERMITTED IN THE CAPITAL MARKETS ROOM

Finance Questions

 
  • How do I find analyst reports (investment bank reports)?
Use Thomson ONE. To find analyst reports for a specific company, search for that firm's ticker symbol or name in the top left corner. Then, on the Company Views menu, click on Research. To screen for analyst reports based on a set of criteria, click on the Screening & Analysis tab in the left-hand menu. Then, click on Research, then Research Search. You can enter a screen for reports by industry, geography, contributor, analyst and keywords in the text. Note: this resource only works in Internet Explorer. Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center, contains some analyst reports for a company. Type your company's ticker symbol, then hit the yellow EQUITY key, then type BRC and hit the green GO key. Bloomberg also contains analyst recommendations for companies. Type your company's ticker, then hit the yellow EQUITY key, then type ANR and hit the green GO key.
  • Where can I find ticker symbols?
Go to Ticker Symbol Lookup.
  • Where can I find total stock market capitalization (value)?
For market capitalization go to the NYSE. Go to ADVANCED SEARCH in the top right-hand corner, type: total market capitalization. Go to WDI Online - World Development Indicators from the World Bank. Click on the Series tab across the top, then Financial Sector on the left-hand side. Click Capital Markets from the drop down menu and select Market Capitalization of listed companies (current US$). Select the years you wish to view, and then click Export or View Data.
  • Where can I find historical stock prices?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type the stock's ticker symbol, then hit the yellow EQUITY key and then the green GO key. Choose Historical Table. Use Yahoo! Finance Type the company's ticker in the top left-hand search box, then click Historical Prices in the left-hand column. Set date ranges and then scroll to the bottom to download prices into an excel spreadsheet.
  • How do I find current betas for companies and/or industries?
For current betas, go to Capital IQ and Search for the company you want. Click on the Company Summary tab in the left hand menu and then click Tearsheet. Scroll down to beta. Search Bloomberg in The Capital Markets Room, Paley Library or Tech Center. Type the ticker symbol and hit EQUITY type beta and hit the green GO key. Go to Valueline, click Lookup Company and Search for the company you want. Open the Company Report and Beta will be displayed in the top left-hand corner. For current industry betas try Betas by Sector. Note: use Mozilla Firefox to access this site.
  • Where can I find historical betas?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type the company's ticker symbol, then hit the yellow EQUITY key, then type BETA and hit the green GO key.
  • Where do I find industry financial ratios?
Go to Capital IQ and click the Markets tab along the top and then Industry.
  • Where can I find earnings estimates for companies?
Use Thomson ONE. Search for that firm's ticker symbol or name in the top left corner. Then, on the Company Views menu, click on Estimates. Note: this resource only works in Internet Explorer. Search Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Enter the company's ticker symbol, hit the yellow EQUITY key, type EE, and hit GO. For a calendar of expected earnings announcements, type ACDR and hit GO.
  • Where can I find earnings per share (EPS) data?
Search Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. For earnings per share (EPS), type the ticker symbol of the company you want, hit the yellow Equity key, type ERN and hit GO.
  • How do I find performance, evaluation and rankings info on hedge funds?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type HFND and hit GO for the hedge fund menu. Type WHF and hit GO to access rankings of hedge funds by assets and performance, grouped by investment strategy. Also, go to A Practical Guide to Hedging for info on hedging - NYMEX.
  • How can I find historical Dow Jones Averages?
Use Value Line, click the Research Hub tab along the top, then choose Investment Survey Plus under Stocks. Click on Selection & Opinion (S&O) under Current Issues. Dow Jones Industrials Earnings & Dividends (including 3- and 5-year projections) is published annually, in late December, with updates in June.
  • Where do I find info on insider holdings and insider trading?
Use Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. For specific insider holdings, type a company's ticker symbol, hit the yellow EQUITY key and then the green GO key. Choose Company Info, then Management Profile. Select a person and then choose Reported Holdings. To access the Holdings Menu on the Bloomberg, type the ticker symbol, hit the yellow EQUITY key, then type PHDC and hit the green GO key. Select Insiders only. You can also chart a company's stock prices against insider trading transactions. Type the company's ticker symbol, hit the yellow EQUITY key, and then type GPTR and hit the green GO key. This will show a graph of the company's stock prices with icons showing insider trading deals. Click on each icon to display information about the transaction. For a ranking of CEOs by the number of shares they hold in their companies*, type WEH and hit the green GO key. *Only for companies in the S&P 500, FTSE 350, and the Nikkei 225. For stocks that have experienced the most purchases and sales by insiders, type INSD and hit the green GO key. Use the fields at the top of the screen to select country, time period, and type of transaction. Click on a stock to display a graph of its historical prices with the dates of insider transactions. Also, take a look at the website SecForm4.Com.
  • Where do I find intraday quotes for equities and indices?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. For Equities: Type the stock's ticker symbol then hit the yellow EQUITY key, then the green GO key. Select Today's Markets - Intraday Trading Data You can change the date and the time interval. For Indices: Type the index symbol then hit the yellow INDEX key, then type GIT and hit the green GO key. For example, to get intraday trading for the S&P 500: SPX [INDEX] GIT [GO]
  • How do I find information on mutual funds?
For financial performance, ratings and expenses use the following: Use S&P Net Advantage and click Mutual Fund Guide under NetAdvantage Guides, which is located at the bottom of the right-hand column. Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type FPC and hit the green GO key for info on fund performance. Type WMF and hit the green GO key for rankings of best-performing mutual funds by investment strategy and region.
  • Where do I find definitions of SEC filings and other useful SEC info?
Go to Form Types used for Electronic Filing on EDGAR Also look at Securities & Exchange Commission
  • Where do I find a company's record of stock splits and dividends?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type the company's ticker symbol and hit the yellow EQUITY key, then type DVD and hit the green GO key.
  • How do I find data on total returns for stocks, bonds, and indexes?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. To perform a Total Return Analysis for a security: Type the company's ticker symbol, hit the yellow EQUITY key, then type TRA, hit the green GO key. To compare an equity's total return against an index: Type the company's ticker symbol, hit the yellow EQUITY key, then type COMP, hit the green GO key.
  • Where do I find info on mergers and acquisitions and management buy-outs?
Use Thomson ONE Note: this resource only works in Internet Explorer Click on Market Views in the left-hand menu, then Deals Activity Expand the menu under M&A, then click on Recent Deals to find M&A, Management buy-outs and other buyout types. Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type MA and hit the green GO key.
  • Where can I find information on a company's takeover defense strategies?
Use Thomson ONE Note: this resource only works using Internet Explorer. Type your company's ticker in the top left-hand corner, and then click on Company Views. Select Corporate Governance, and then Takeover Defense.
  • Where can I find league tables?
Use Thomson ONE Click on Company Views, and then Deals, and then Company Deals. Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type LEAG and hit the green GO key For a listing of all league tables available in the Bloomberg, type NI LEAG CRL, and hit the green GO key.
  • Where can I find general information on IPOs?
Use Thomson ONE Note: this resource only works in Internet Explorer Click on Market Views, and then Deal Activity, and then Equity. Now, click Recent Deals.
  • Where can I find short interest by company?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Enter the company ticker symbol, and then hit the yellow Equity key, then type SI and hit the green GO key. The screen will initially load with a graph, and you can Page Down to find a data table.
  • Where can I find data for the S&P indices?
Go to Standard & Poor's Indices.
  • Where can I find time series data for stock market indices?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Hit the yellow Index key for the main Index menu. For a ranking of equity indexes by returns, type WEIS and hit the green GO key.
  • Where can I find the institutional holdings of various stocks?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Examples: IBM [EQUITY] HDS [GO] *Click on Advanced Filter and check Display Market Value of Position to get the dollar amount of holdings instead of the percentage of shares held. For statistics: AAPL [EQUITY] DES4 [GO] Search companies alphabetically or by size of holdings: AAPL [EQUITY] PHDCS [GO] Thomson ONE Search by company name or ticker in the top left-hand corner. Click Company Views, and then Share Ownership.
  • Where can I find a company's market capitalization, shares outstanding, total debt, and cash, etc?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type the company's ticker symbol, and then hit the yellow EQUITY key, then type FA and hit the green GO key to view a Fundamentals Analysis.
  • Where can I find constituent lists for the S&P indices?
Go to Standard & Poors Click Equity under the S&P Indices Categories column. Click on the index you want.
  • Where can I find data on U.S. transactions with foreigners in the capital markets?
Go to Treasury International Capital System - U.S. Treasury Dept.
  • Where can I find a listing of exchange traded funds (ETFs)?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type EXTF and hit the green GO key Also, for more information on Exchange Trades Funds (ETFs), look at: MSN Money - Exchange-Traded Funds (ETF) Center Yahoo! Finance - Exchange-Traded Funds (ETF) Center
  • How can I find out which corporations have been delisted?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type CACT and hit the green GO key Click on Corporate Action Type Select 7 [Delisting] You can change the years in the amber fields.
  • Where can I find historical monthly and annual total returns for the S&P 500?
Go to Standard & Poors and click on the S&P 500 under the S&P Indices column.
  • What are the listing requirements for the NYSE and the NASDAQ?
Go to Information for Listing on the NYSE and NASDAQ Listing Standards and Fees.
  • Where can I find additions and deletions of companies in the major stock indices?
Use the Bloomberg, available in The Capital Markets Room, Paley Library or Tech Center. Type ADD and hit the green GO key. Data is available for the following indices: S&P 500 S&P Midcap 400 S&P SmallCap 600 Dax Index Dax 100 Nikkei 225 Data is arranged by year and goes back to the mid 1990's.

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