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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Get Adobe Reader Analytical Perspective Brochure


Get Adobe Reader Analytical Perspective Sponsorship Brochure



Analytical Perspective is our newest print service 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 new colorized Datagraphs™ with totally revamped quarterly Sponsorship Blocks featuring our new proprietary Holdings Rank. 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 new level of customization, allowing you to pick 12 Mini-Charts from an extensive list of key fundamental and technical metrics to display. This service is a great compliment 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 a new 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
  • New, 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 12 fundamental or technical Mini-Charts from a selection of 28 metrics and 14 Top 10 Lists
  • Choose between our new color coded weekly Datagraphs or Daily Charts with either Top 10 Lists or Accumulation/Distribution
  • Coming Soon: Option to select new full page Sponsorship Summary Report detailing top funds holding a stock (view sample Sponsorship Summary Report)
  • Select the latest news story on a company²

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.