BLOOMBERG 101

1
BLOOMBERG 101
2
Introduction

• What is Bloomberg?
• Current and Historical Price Data
• Economic Statistics
• Financial, Political, and Business News
• Bloomberg Basics
• ABCs of how to use

3
Topics

• How to get started
• Unique keyboard navigation
• Where do I get help?
• What can I find?

4
How to Get Started

• Bloomberg terminals are available in Lippincott
  Library and on the 2nd floor of Huntsman Hall.
• This is an academic account
• No customization
• No automatic Excel download
• No investment reports, etc.
• Time delay on prices

5
Keyboard Navigation

• Unique to Bloomberg.
• Key function identified by color.

Yellow Market Sector GreenAction Redlog on/off
6
KEY FUNCTIONS

• GREEN Action Keys
• GO Activates all commands
• MENU Return to previous menu
• PAGE UP/PAGE DOWN Navigate between pages
• HELP From whatever screen you are on
• Type GRAB ltGOgt E-mail your graph or chart
• Type LAST ltGOgt Your command history

7
KEY FUNCTIONS

• YELLOW Market Sector Keys
• CMDTY Commodities, futures, options, spot rates
• CORP Corporate Debt
• CRNCY Spots, futures, options on over 100
  currencies
• EQUITY Stocks, options, ADRs, mutual funds,
  warrants
• GOVT Worldwide sovereign and agency securities
• INDEX World financial markets, economic indices.
• M-MKT Continuously issued and short-term dated
  paper
• MTGE Mortgage-backed security pass-throughs
• MUNI U.S. municipality issued debt

8
Bloomberg Personal File Manager

• Follow cut paste instructions for your Excel
  data and save it
• Type pfm ltGOgt
• Click Compose
• Click Attachments
• Go to C\User
• Select your file and left click on Attach to MSG
• Email your file

9
What Can I Find?

• Todays Focus
• Company (Equities and Bonds)
• Financial Market Perspectives (Indices,
  Commodities, Currencies, Government securities,
  Economic statistics, etc.)
• News

10
Ways To Get Help

• Bloomberg Help 8 BU ltGOgt
• Example Type beta in the search box
  ltGOgt
• Bloomberg Search SEAR ltGOgt
• Type a word at the blue cursor in the upper left
  ltHELPgt
• Sector Help
• SECTOR KEY ltGOgt then ltHELPgt
• ltCMDTYgt ltGOgt then ltHELPgt
• Go further within the sector menu and pressltHELPgt
• E-mail the Bloomberg Help Desk
• Press ltHELPgtltHELPgt and type your
  question
• For a response MSG ltGOgt or HDSK ltGOgt

11
Equities
12
Equities Todays Markets

• Main Equities Menu ltEQUITYgt ltGOgt
• 2) Current Markets/Monitors
• 1) Most Active Up/Down ltMOSTgt ltGOgt
• 10) World Equity Indices ltWEIgt ltGOgt

13
Equities Finding Ticker Symbols

• ltEQUITYgt ltGOgt
• 1) Finding and Creating Securities
• 1)Ticker Symbol Look Up
• Type company name at cursor and press ltHELPgt
• SEARltGOgt Companies, Govts, Orgs and enter
  company name
• For related equities on other exchanges
• TICKER ltEQUITYgt REQltGOgt
• IBM ltEQUITYgt REQltGOgt

14
Single Equity

• Ticker ltEQUITYgt ltGOgt
• INTC ltEQUITYgt ltGOgt
• 1)Todays Markets
• 27) GIT Time Intervals
• 2)Company Information/Desc.
• 1) DES

15
Single Equity

• INTC ltEQUITYgt
• DES ltGOgt Description Key info in one place
• HP ltGOgt Price/yield history
• RV ltGOgt Relative value other cos.
• FAltGOgt Financial analysis
• GPO ltGOgt Graph and tables including open, high,
  low, closing price, and volume
• MGMT ltGOgt Management profile
• DVD ltGOgt Dividends and stock splits Hist.
• CH1 ltGOgt Company financial history
• CACS ltGOgt Corporate action calendar

16
Single Equity Insider Trading

• Insider Filings History
• INTC ltEQUITYgt CN WSAltGOgt
• Insider Transactions
• INTC ltEQUITYgt GPTRltGOgt
• Insider Trading Brief Synopsis
• INTC ltEQUITYgt DES4 ltGOgt
• ---------------
• All Stocks Insider Trading
• Insiders Monitor INSD ltGOgt

17
Single Equity Options Monitor

• INTC ltEQUITYgt OMON ltGOgt
• Call option - Example
• INTC OCT 05 20.00 NQJD
• Left click on the option, and click DES.
• The info appears on the second screen.
• Historical options - Click on the specific option
  you want and type HP ltGOgt

18
Equity Comparative Analysis

• Compare an Equity to an Index
• Intel compared to 2 major indexes
• INTC ltEQUITYgt COMP ltGOgt
• Compare an Equity to an Equity
• FDX ltEQUITYgt UPS ltEQUITYgtltGOgt

19
Equities

• Bloomberg MA Analysis
• MA ltGOgt
• Mergers and Acquisitions Search
• MA League Table Search
• Mergers and Acquisitions Statistics
• Mergers and Acquisitions News
• Top Stories Corporate Finance

20
Equities

• Earnings Analysis
• BBEA ltGOgt
• 9) United States
• 1) All Earnings
• 2) Positive Surprises
• 3) Negative Surprises
• --------------
• Quarterly Company Industry Analysis
• 21) Industry Rankings Net Income

21
Equities

• Screen for companies that meet financial (for
  example, P/E ratio, market cap), geographic, and
  industry criteria.
• SRCM ltGOgt - Equity Search
• Enter your criteria and press 1ltGOgt to save
  criteria and run search
• Search Example
• P/E ratio between 5 and 10
• Country United States
• Exchange New York

22
Bonds
23
Bonds

• Main Bond Menu ltCORPgt ltGOgt
• 1) Finding and Creating Securities
• 4) FAS Finding a Security
  
• Specific Issuer
• IBM ltCORPgtltGOgt
• Specific Bond
• Ticker Coupon MaturityltCORPgtltGOgt
• IBM 7.00 10/30/25 ltCORPgt ltGOgt

24
Bonds

• IBM ltCORPgt
• DES ltGOgt Description of bond
• CRPR ltGOgtCurrent historical debt ratings
• HP ltGOgt Historical price and yield
• YTC ltGOgt Yield to call analysis
• YAS ltGOgt Yield spread analysis
• TRA ltGOgt Total return analysis
• -------------
• RATD ltGOgt Rating scales and definitions for
  Moodys, SP, etc.

25
Custom Bond Search

• To screen for bonds
• ltCORPgt SRCH ltGOgt
• Enter your criteria Coupon,
• Maturity, Price, Country,
• Currency, etc.

26
Market Perspectives

• An Overview of Global Financial and Economic
  Markets

27
Market Perspectives Financial Sector

• World Bond Markets
• Historical prices and yields on global
  benchmark bonds
• Example
• WB ltGOgt
• Choose UST 30yr
• 10) Historical Prices
• 1) HP and then change date
  in amber field

28
Market perspectives Financial Sector

• Government Bonds Main Menu ltGOVTgtltGOgt
• Generic Government Rates GGR ltGOgt
• Federal Open Market Committee Announcements and
  Policy Changes FOMC ltGOgt
• Includes U.S.Treasury yield curves

29
Market Perspectives Financial Sector

• World Equity Market Indexes
• Intra-day changes and historical prices
• Example
• WEI ltGOgt
• Choose SP 500
• Choose Historical Prices
• Choose HP
• Change date
• ----------------
• Find the companies in the SP 500 Index from
  1990-present
• SPXltINDEXgtDESltGOgt
• Choose 5) MEMB
• Click on EDIT and change the date

30
Market Perspectives

• ECO ltGOgt Economic Releases
• Click on Change Date (Data back to 1996)
• IMF ltGOgt Up to 50 Years of monthly financial and
  economic data on over 200 countries

31
Market Perspectives

• Find the Unemployment Rate for the US
• ESNP Use to display the economic statistics of a
  specific country.
• ESNP ltGOgt
• Choose country (example United States)
• Choose Unemployment Rate
• Find the CPI for the United States
• ECST Use to display current and historical
  economic statistics
• ECST ltGOgt
• Choose country (example United States)
• Then choose CPI

32
Market Perspectives

• Currencies
• ltCRNCYgt ltGOgt
• 2) Current Markets/Monitors
• 7) Currency Rates or ltCRNCYgt WCR
  ltGOgt
• 6) World Exchange Rates by Region or ltCRNCYgt
  TKC ltGOgt
• 1) Major Currencies
• 9) World Currency Value or ltCRNCYgt WCV ltGOgt

33
Market Perspectives

• Commodity and financial futures, options,
  forwards and spot rates
• ltCMDTYgt ltGOgt
• Example
• Find Coffee Prices for the United States
• 5) Agriculture/Soft Commodities
• 1) Global Commodity Prices and Data or
  CMDX ltGOgt
• 17) United States
• 5) Coffee
• 5) New York Cash Price

34
News
35
News

• Main News Menu N ltGOgt
• Top Stories (Top business,
  financial, and general news stories from
  around the world)
• TOP ltGOgt
• General News on specific companies
• CPNY ltGOgt
• Choose 1) All Company News

36
Bloomberg 101

• Please feel free to contact a Lippincott
  Librarian if you have any questions
• Email lippinco_at_wharton.upenn.edu
• Phone [phone]