More Productivity “At A Glance” with Sentieo’s Redesigned Dashboard

Sentieo’s customizable Dashboards got streamlined and sped-up in the v4.0 release this week. This very flexible part of the product lets you do many things “at a glance”: monitor your team’s research activities, follow industry-specific docs and saved searches, watch financial metrics (prices, performance, reported and estimated financials, alt data, and more), visualize data, and more. Best of all, you can save multiple Dashboard formats if you wear multiple hats, or if you follow very different industries. 

In this videos-heavy blog post, we will cover several of these use cases. In the last video, we will go over the building of a dashboard from scratch. 

Sentieo’s Dashboard is based on customizable widgets that pull and visualize data and documents from across the platform. The extensive collection of widgets include price monitor (“all” things financial, similar to the fields in our Screener), documents (filings, transcripts, broker research, and more), internal notes and theses, charts through our data viz tool Plotter, valuation tables, and more. These widgets display either information either for a single ticker, or for watchlists. Confusing? Watch the short videos below, and it will all make sense. 

Using Dashboard for Documents and Notes

If you are using Sentieo primarily for Documents and News we recommend using the following widgets:

  • All Documents
  • Research Reports (if you have broker entitlements)
  • Saved Search
  • LexisNexis Articles
  • Notes
  • Document Highlights

Using Dashboard for Research Management and Collaboration

If you are using Sentieo primarily for research management, note taking, and collaboration, we recommend using the following widgets:

  • Price Monitor with Thesis Fields
  • All Documents
  • Notes
  • Company Thesis
  • Recent Activity
  • Document Highlights

 

Using Dashboard as a Customized Financial Data Terminal

If you are using Sentieo primarily as a financial data terminal we recommend using the following widgets:

  • Price Monitor
  • All Documents
  • LexisNexis Articles
  • Tweets
  • Stock Price Graph
  • Intraday Price Graph
  • Plotter Templates
    • Use “Plotter” for any static charts that you build (e.g. Macro or Market Performance)
    • Use “Plotter Templates” for any charts you charts that you want to instantly replicate for different tickers
      • Try this with the Sentieo Templates or simply create your own
      • Select from some of our pre-built plotter templates. Add Widget -> Graphs -> P/E Relative to SPX for example

 

Building Your Dashboard (step-by-step)

In this final video, we go over how to build a dashboard from scratch. We discuss, add and customize several different types of widgets, geared towards a retail company watchlist. 

 

If you like what you are seeing, please get in touch

14 Stock Picks for H1 2020

Today, we’re excited to bring you our H1 2020 stock picks. This has become a bit of a fan favorite over the last couple of years—a report that is requested by our customers, the online community, and our internal staff in equal measure.

We know that incorporating alternative data into the equity research workflow empowers analysts to pick up digital breadcrumbs and turn them into signals. We first launched our semi-annual “Stock Picks” report in January 2019 to demonstrate the power of this approach—and demonstrate it did. In the first report, we used Sentieo to publicly pick 11 stocks. Halfway through the year, these 11 long ideas returned an average (mean) of 60%, compared to the leading S&P 500 index ETF at just under 20% YTD—its best H1 performance in two decades!

To choose our stock pics, we use a combination of fundamental analysis along with alternative data from our platform and broad “themes” including high-growth industries, megatrends, revenue growth, and industry leadership. Next, we plot the data looking for telling trends and finally apply our team’s 60+ years of collective fundamental, qualitative investing experience to make our picks.

The H1 2020 edition highlights 14 new picks and takes a look back at our 2019 picks, why we selected them, and how they’re doing today. Last year’s H1 picks returned over 70% for the full year, while the H2 batch performed slightly above the SPY ETF since publication date to year-end (8.42% vs. 8.39%). We also did a retail-focused “Back To School” portfolio that further showcased our alternative data integration across the platform: we combined document search (to identify “back to school” stocks) with screening (looking for acceleration in the most predictive metrics). An equal-weighted basket, pun intended, of these 11 most actionable “Back to School” retailers outperformed the retail ETF XRT over the following month, as our alt data indicated they should: the basket was up around 13% vs. flat performance for the XRT. See our retrospective for details on each stock. 

Sample H1 2020 ideas (download the full report here)

CROX

Megatrends: casual wear 

Casual footwear company CROX was one of our H1 and H2 long ideas for 2019, and it’s also back for 2020. After overcoming some company issues in H1 2019, the company had an outstanding H2, more than doubling its June 2019 numbers. We are seeing excellent revenue and earnings estimates revisions, with solid alternative data index vs. expectations for revenue growth in the current quarter. The stock now trades at around 21x P/E for FYE Dec 2020: while there has been some multiple expansion since the summer, we still see room to run towards the premier names in footwear, all at 30x and above (for Nike, Adidas, Puma, Under Armour, Asics). 

 

 

CHGG

Megatrends: online learning, cloud

The dominant US online learning aid and textbook rental player Chegg (CHGG) has several levers to pull operationally in 2020: better bundling, better password sharing control, international, and execution around the recently acquired IT “boot camp”. With remarkable brand recognition, highly scalable content platform (across a variety of subjects), personalized learning aids (including tutoring), and affordable pricing ($15-$20/mo), the ROI for CHGG customers is undeniable versus tuition/remedial classes/dropping out. Yet the company trades at around 9x EV/Sales for FYE 12/2020, below similar high-growth, high-margin, defensible SaaS stories. We see an opportunity for catchup in 2020 (backed by strong search trends), very similar to what we saw with CROX in 2019. Also notable is the nearly 17% short interest, based on float.   

 

DOCU

Megatrend: cloud

Similar to our returning pick COUP, DOCU is at the forefront of changing business processes, but in contracts. The ubiquitousness of contracts across every enterprise and every department means a very large TAM, and DOCU has the sales growth and KPIs to prove it. Our alternative data for the upcoming reporting quarter indicates better than expected sales growth. The company trades at around 11x EV/Sales for FYE Jan 2021, with very strong revenue estimates revisions.  

 

To get the full H1 2020 list, and to see our full 2019 retrospective, download the full reportEquity Research Guide: How to deliver alpha without spending millions on data science projects”

 

 

Doing Better Analysis with Non-Financial Data Sets in Sentieo Plotter

Sentieo’s main data visualization tool, Plotter, contains a veritable treasure trove of data series. While some financial and valuation data sets are commonly available, Sentieo Plotter stands out with its numerous non-financial data sets that are available within Sentieo, or created by you. (For example, you may have pulled Document Search statistics or data generated from Table Explorer, our ML-driven SEC filings table chaining tool).

Sentieo users can also upload their own data sets. Your individual data series and full charts can be saved for future use. Your charts can then also be added to longer notes or a formatted thesis. They can also be shared with your team or publicly to non-Sentieo viewers.

Below, we’ll go over a few of the non-financial data sets that can help you do better analysis.

 

FRED Macro

We recently integrated around 1,000 of the most popular data series from the data site maintained by the Federal Reserve Bank of St. Louis. 

An analyst needs to understand the macro currents that affect the companies and sectors under her coverage. For example, below we plotted the Civilian Unemployment Rate from FRED vs. a simple average rolling NTM P/E of four staffing companies. We can immediately see that the sector valuation is very closely tied to the unemployment rate. 

Interactive chart link

 

Online Activity Data and the Sentieo Index

Sentieo Plotter pulls Twitter mentions, Alexa website traffic, Google Search trends, and Instagram mentions. Through our Mosaic module, we also run a multivariate regression on these data sets against Wall Street estimates for revenue growth and KPIs. This Sentieo Index is also available inside Plotter, ready to be displayed alongside other data sets. 

For example, here is what one-month moving average page views, search trends, and Twitter mentions of the recent IPO Fiverr look like. Plotter lets you customize your data set display options, including moving averages (for smoothing) or YoY change metrics. 

Interactive chart link

 

Document Search Statistics

Part of your own IP is your ability to see trends: but how can you quantify trends with non-financial data sets? One way is to generate your own document search statistics to see if documents with key term mentions are going up or down. For example, below we searched all restaurant transcripts for mentions of “delivery.” We can see a clear increase in document mentions starting in 2017.  

Interactive chart link

 

Company-Specific KPIs

In some cases, investors and industry analysts give more weight on KPIs and KPI trends. Sentieo Plotter has company-specific KPIs that can help users “paint a picture” of the underlying business trends. 

In this example, we have pulled KPIs (comparable store sales) for five casual dining stocks, and have done an unweighted average for our “custom index” to see what is going on in this segment of the industry. 

Interactive chart link

 

Custom KPIs

Not all KPIs that an analyst might find relevant are available through legacy standardized data providers, but are disclosed in company filings. Sentieo’s Plotter is integrated with Sentieo’s machine learning-based Table Explorer tool, which identifies and chains past tables in SEC filings. 

For example, here we are pulling Royal Caribbean Cruises’ APCD (Available Passenger Cruise Days) in a few clicks into Plotter.

Interactive chart link

 

Linguistic Sentiment

Sentieo uses NLP (Natural Language Processing) for analyzing quarterly transcripts (management and analyst sentiment + spread between the two, along with keyword surfacing for both groups). These sentiment metrics can also be pulled into Plotter. For example, here we are looking at Tesla’s management sentiment reaching a high point when reported sales growth reached its highest point (summer of 2018, when the company started filling its backlog). 

Interactive chart link 

 

Your own data sets

Sentieo Plotter enhances your workflow, efficiency and visualization capabilities with two other very useful functions: uploading your own data in CSV format and giving you the ability to save generated data sets for quick recall in other Plotters so that you can re-use your IP. 

What we have seen is that some Sentieo clients upload their own proprietary data to combine with and visualize against what Plotter already has. Other clients like using publicly available but obscure data sets, such as very niche US Census data or BLS statistics. 

Sentieo can do a lot more than just data visualization. Please get in touch to request a demo

 

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