Use cases | Page 5 of 11

[WHITEPAPER] Outsmart The Competition: 7 Best Practices For Becoming A Competitive Intel Ninja

February 15, 2019
Author: Annie Eissler

Globalization and the information age have fundamentally changed corporate competitive intelligence. Not only do you have more information to process than ever before, but you also have to actively monitor developments outside of your field. So how do you stay on top of everything that is happening with your clients, suppliers and competitors? How can you surface relevant, meaningful information faster? CI professionals…

New eBook: How To Get The Most Out Of Conference Season 2019

February 13, 2019
Author: Annie Eissler

Once earnings season winds down, equity analysts start thinking about investment bank conferences and upcoming meetings with management. While the largest concentration of conferences happens in July and September, conference season happens year-round, so we thought now would be a good time to share our guide. As conference season begins, you’ve got a lot on your mind. You…

Word On The Street: The Most Popular Transcript Keywords Of 2018, By Sector (An Annual Report By Sentieo)

February 1, 2019
Author: Annie Eissler

Every year, thousands of pages of earnings call transcripts are generated and analyzed by equity analysts for signals about how individual companies — and the market — will perform. Our 2018 Word On The Street report demonstrates how Sentieo’s Document Search and Transcript Sentiment tools make that data more accessible to researchers. How It Works We used Sentieo’s natural…

Reading The Tea Leaves From Federal Reserve Statements

January 30, 2019
Author: Annie Eissler

When economists talk about inflation, they may describe themselves as “hawkish,” – in favor of policies which combat inflation – or “dovish,” that is, less concerned about inflation pressures in the economy. This nomenclature has migrated into the often jingoistic discussions around US Central Bank interest rate policy. In this world, “hawkish” refers to the…

Here Are 11 Stocks You Should Own in 2019 (Q1 Edition): How We’re Using Alternative Data to Predict This Year’s Winners

January 11, 2019
Author: Annie Eissler

After a tumultuous end to 2018, many Sentieo clients and friends have asked us for a shopping list of attractive stocks for 2019. As the only financial data platform that combines traditional financial data with alternative data, Sentieo is uniquely positioned to identify stocks that had positive Q4 topline performances which should translate into stock…

Using Sentieo To Quantify the Upcoming Lease Accounting Changes

December 31, 2018
Author: Annie Eissler

A major change in lease accounting reporting for public companies is coming up in 2019 (for fiscal years starting after December 15, 2018, to be precise). In essence, leases will be recorded on the balance sheet, resulting in an increase in both assets and liabilities. The change enhances the comparability of balance sheets between companies…

Balance Sheet Seasonality Visualization

December 20, 2018
Author: Sentieo

One of the most fundamental questions in financial analysis is understanding business seasonality. Seasonality is not always a yes-or-no question, but rather a continuum: some business are distinctly seasonal, and some less so. We all “know” that most tax preparation happens at a certain time of the year, while retail stocks vary quite a bit….

What Equity Analysts Need To Do About “606”

December 5, 2018
Author: Sentieo

One of the most substantial recent changes in public company accounting is ASC 606: Revenues from Contracts with Customers. The changes affect a wide range of public filers, from SaaS companies to real estate managers, to fast food franchisors. This post will focus on what analysts can do to efficiently see what has changed in…

Basic Forecasting of Revenues for Unit-Based Businesses (Using Chipotle as Example)

November 28, 2018
Author: Annie Eissler

There are several approaches used in forecasting financial metrics for publicly traded businesses. In this post, we will focus on revenue forecasting for businesses that provide “unit-based” metrics. What are unit-based metrics? Broadly speaking, these are the fundamental revenue-generating blocks of the businesses. We see them reported in different forms. For example, in retail and…

RGA Investment Advisors Saves Hours with Sentieo’s Document Search and Research Management Features

November 20, 2018
Author: Annie Eissler

Challenge The desire for a more powerful document search and the need for document tagging and annotation abilities were the primary reasons that the RGA team wanted to switch to Sentieo. Prior to Sentieo, they were using Bloomberg. They have since removed a Bloomberg license, as Sentieo has rendered it redundant. “Nothing else on the market came close to offering…

First Steps of Income Statement Analysis: A Look at Cheesecake Factory, Inc. (CAKE)

November 12, 2018
Author: Sentieo

A picture is worth a thousand words — or maybe around $2 bn (which happens to be CAKE’s market cap). Three of Sentieo’s core functions are table extraction, plotting and record management. In this blog post, we demonstrate how analysts use these convenient functions to visualize a company’s financials in minutes. CAKE, like many other…

Introducing Sentieo Capture: Clip and Save Document Content into the Sentieo Notebook

November 6, 2018
Author: Annie Eissler

We recently introduced an enhancement to our document markup functionality: Sentieo Capture. Within documents in Sentieo, you’ve had the ability to highlight, annotate, and tag your colleagues within important passages of text. Oftentimes, you’ve also come across important graphics such as charts or tables that you may have wanted to collect and save. With Sentieo…