Tag Archives: capital IQ

Idea generation via Capital IQ

Capital IQ is a powerful research database that incorporates detailed information on companies, markets, and people globally with robust screening tools for company analysis, market research, and idea generation.  These tools can help generate investment ideas by screening on a combination of financials and qualitative event-driven criteria such as share buybacks, investment strategies, stock performance, or preset formulas, as well as finding comparables and building an M&A buyer list.

Click on “All Idea Generation Screens” link under “idea generation”, you will find a list of 167 preset screens. For instance, if you are interested in value investing and would like to get a list of value stocks based on the Piotroski Score devised by Stanford University Accounting Professor Joseph Piotroski, you can search by the keyword “Piotroski”

Then click on the “Strong Piotroski Scorers” link to get the screening results.

Need help with Capital IQ?

Did you know that you can get quick tips and an online reference guide online for Capital IQ?

Please check out this help page Quick Reference Guides and Tips.  Additionally, Capital IQ provides online training videos and archived webinars.

Please note that Capital IQ excel plug-in is only available on 10 library workstations in Watson Library.

 

 

Sources for Supply Chain data

Supply chain data reveals the business relationships between companies and allows you to analyze the capital flow between companies on both a customer (revenue) and supplier (cost) basis.  Generally, supply chain data for public companies can be found in a variety of sources such as public filings (including annual and other periodic reports), conference call transcripts, capital markets presentations, sell-side conferences, company press releases, company websites, and industry insiders.

Typically, supply chain data is incomplete due to the fact that SEC Regulation S-K requires companies to disclose only supply-chain relationships for customers that provide revenues greater than 10% on an annual basis.  Additionally, information on international suppliers and customers is difficult to identify.

To find supply chain data, you can use either Bloomberg or Capital IQ to get a holistic view of the supply chain structure for a particular company of interest.

Bloomberg covers supply chain relationship for over 35,000 companies and the data is updated regularly. To display supply chain analysis in Bloomberg, type the mnemonic SPLC. Please note that SPLC function can only be used together with an equity. For example, to find Apple’s supply chain information, type:

AAPL < EQUITY > SPLC < GO>

You can sort the data by suppliers and customers and display the results in a table format.  For example, you can view the suppliers list like the following:

Similarly, Capital IQ also presents supply chain data under the “business relationships” category.  Additionally, Capital IQ provides the sources for the data.

Capital IQ access

Capital IQ 2nd

Do you know you can access the Capital IQ database in the Watson Library of Business and Economics?

There are 4 library data terminals along the circulation desk which provide access to Capital IQ. For B-school students who recently enrolled in the summer, please use the Capital IQ database in the library. Registration for personal Capital IQ accounts will re-open early fall semester. Please ask for help at the circulation desk if you need further assistance.

Capital IQ available in Watson library!

Capital IQ 2nd

Do you know you can access the Capital IQ database in the Watson Library of Business and Economics?

There are 4 library data terminals along the circulation desk which provide access to Capital IQ. For students who missed the Capital IQ registration deadline this semester, please use the Capital IQ database in the library. Please ask for help at the circulation desk if you need further assistance.

New registrants: Capital IQ is now available!

To access Capital IQ, log in to Columbia Groups Management (Click here:  myGSB) and then click on the link for Capital IQ.  Active users will be recognized in the system.

Please note that your log in is not through the Capital IQ website.

Reminders:

** You are allowed to use Capital IQ for academic purposes only.
** For those of you who have used Capital IQ before, the Excel Plug-in is not available for academic use.

Capital IQ registration deadline February 3!

This Spring Columbia Business School is happy to continue having students register for Capital IQ.  Capital IQ is a web based research platform that combines deep information on companies, markets, and people worldwide with robust tools for fundamental analysis, financial modeling, market analysis, screening, targeting, and relationship and workflow management.

Note: If you already signed up in the Fall, you are still registered until May 2010.

If you are not registered already, please sign up before Wednesday February 3rd, 2010 at Noon :

Registration link:

http://columbia.qualtrics.com/SE?SID=SV_6EW38Nc3CevbXgg&SVID=Prod

For more information about Capital IQ be sure to attend the  Capital IQ Information Presentation Session. Please RSVP to pep@gsb.columbia.edu

Thursday, February 4th, 2010

6:00-7:30 PM
Uris 142

Sign up for a Capital IQ account!

This Spring Columbia Business School is happy to continue having students register for Capital IQ.  Capital IQ is a web based research platform that combines deep information on companies, markets, and people worldwide with robust tools for fundamental analysis, financial modeling, market analysis, screening, targeting, and relationship and workflow management.

Note: If you already signed up in the Fall, you are still registered until May 2010.

If you are not registered already, please sign up before Wednesday February 3rd, 2010 at Noon :

Registration link:

http://columbia.qualtrics.com/SE?SID=SV_6EW38Nc3CevbXgg&SVID=Prod

For more information about Capital IQ be sure to attend the  Capital IQ Information Presentation Session. Please RSVP to pep@gsb.columbia.edu

Thursday, February 4th, 2010

6:00-7:30 PM
Uris 142

pep@gsb.columbia.edu

Top five most asked research questions

The top five research questions for 2009 are:

  1. How do I access Capital IQ?
  2. Where can I find a list of business and economics databases to which the library subscribes?
  3. How do I find analyst reports (investment bank reports)?
  4. Where can I find company profiles?
  5. Where do I find SEC filings?

Based on then number of hits in our 24/7 Help frequently asked questions database.