Last month at Sentieo’s New York office, our Head of Research, Nick Mazing, hosted a two-hour “Ask Us Anything” live webinar. Nick answered questions from Sentieo’s current and prospective users, covering the many functionalities of the platform. In this post, we will share a few FAQs about Sentieo’s Dashboard, EDT, Screener, and Mosaic features.
How do I customize my Dashboard to fit my personal research workflow?
The Dashboard is the highly customizable screen that a Sentieo user can utilize to:
- Monitor multiple financial and alternative data metrics for a list of stocks
- See internal work being done on positions
- See any documents coming in (such as new press releases or sell-side reports)
- Get alerts on their saved searches
Extensive customization allows this screen to be just the way you need it to be, and it lets you save time with one quick look over everything that matters to you.
Mosaic is Sentieo’s alternative data module. Sentieo takes several data sets and does correlations against past performance to determine the optimal weights of these sets in the “basket.” We are completely transparent: you can see past performance (R-squared and hit rate), and you can see the basket weights.
Can you show us a couple examples on how to use Mosaic?
In this example, we looked at the individual brands mapped for Capri Holdings (formerly Michael Kors), Abercrombie and Fitch. We also looked at how investors could have avoided a 90%+ loss in Blue Apron shares by monitoring the Sentieo Index.
How did you come up with the Sentieo 11 stock picks in January?
Nick went over the popular eleven stock picks that we released in early January, which did really well. We look at the performance of the list, the alternative data that was used, along with the fundamental “overlay.”
Equity Data Terminal (EDT) FAQs
Sentieo’s EDT has everything you’d expect in terms of data for an individual equity, plus a lot more.
How do I try online “consensus” income statement models in EDT?
Nick showed how users can quickly enter their own assumptions about future growth, margins and multiples, and compare against the consensus. This function enables fast idea pre-qualification, saving you and your team time to focus on ideas that could “work” at a first pass.
We show a specific example, Royal Carribean, where we use our own estimates for sales growth, gross margin, and multiples to arrive at an internal price target above the current.
We also looked at the estimates/surprises and seasonality of returns for Royal Caribbean (RCL).
How do I use Plotter to visualize this?
Nick went to Sentieo’s data visualization tool, Plotter, to analyze further. He explored revenue and EBIT seasonality, compared it to the actual underlying cash flow, and then he calculated EBIT margin along with some descriptive statistics.
Revenue, earnings and other estimates are a popular feature in Sentieo’s Equity Data Terminal (EDT). We go over one example of the beats/misses function along with the classic “estimates revisions” page that shows changes in estimates by year and rolling NTM. Finally, we show how to export these to Sentieo Plotter, where users can overlay many other data sets.
Sentieo’s Screener is very powerful. There are thousands of possible options to screen on: not just by widely available financial metrics, but also by CAGRs and percentile ranks inside these metrics. Nick showed his “Large Cap Quality and Momentum” saved screen to illustrate.
Want to try using Sentieo yourself? Request a trial here.