William O'Neil + Co. Incorporated
William O'Neil + Co. Incorporated Services Designed by Investment Professionals for Investment Professionals
 
 

Analytical Perspective

Analytical Perspective
Analytical Perspective: for a quick comprehensive review of your stocks and portfolio or watch list

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Analytical Perspective is designed to help the institutional investment professional quickly and efficiently review a stock, portfolio, or watch list. This service borrows and enhances attributes from our popular Data Monitor® service, and will assist you in identifying stocks of interest or concern using clear, crisp graphic images to depict stock performance and trends.

Analytical Perspective now includes colorized Datagraphs™ with totally revamped quarterly Sponsorship Blocks featuring our new proprietary Holdings Rank™ proprietary sponsor holdings measurement. This new ranking was created to assist the institutional professional in determining the level of a sponsor’s conviction in a stock.

Analytical Perspective offers a level of customization, allowing you to pick 24 Mini-Charts from an extensive list of key fundamental and technical metrics to display. This service is a great complement to your existing services, providing the initial source for identifying those stocks that may require further research and detailed analysis.

With Analytical Perspective you’ll receive:

  • Updated quarterly Sponsorship Block with our proprietary Holdings Rank (view more on Sponsorship Block and Holdings Rank)
  • One page comparison of your stocks to the greatest past stock market winners
  • Summary and Market Reports, including color coding and percentile detail for quick assessment of strengths and weaknesses
  • Enhanced Negative Alert Matrix, provided in weekly and 10 week formats, to help serve as an early warning system while monitoring your lists
  • Clear, crisp, colorized charts, reports, and Datagraphs for easier viewing to easily discern nuances in stock movement with price/volume color
  • Essential data on up to 200 stocks¹ with 2 pages of information per stock

Customization options include:

  • Select up to 24 fundamental or technical Mini-Charts from a selection of 14 pre-selected templates or over 100 individual metrics and 14 Top 10 Lists
  • Choose among our color coded Weekly Chart, Weekly Chart with Sponsorship, Daily Chart with Accumulation/Distribution, Daily Chart with Top 10 Lists, Sponsorship Summary Report, or IBD® Articles with 16 Top 10 Lists².

Analytical Perspective is a weekly service, printed with Friday’s data and delivered to your home or office over the weekend to help you get a head start on a hectic work week.

For more information, click here or call us at (800) 545-8940.

Institutional inquiries only, please.

  1. Additional stocks beyond the initial 200 limit may be requested. Contact an Account Executive for details.
  2. News stories provided by Investor's Business Daily, Inc.

*William O’Neil + Company’s Datagraphs proprietary graphic presentations incorporate over 120 fundamental and technical factors relating to each company in a single display for maximum convenience and efficiency.

Investor’s Business Daily, IBD, CAN SLIM, and corresponding logos are owned by
Data Analysis, Inc.