In the latest Research Brief from O’Neil Global Advisors quantitative team: Breakouts: Pump up the Volume (PDF attached), they examine the performance of breakouts from an O’Neil pattern. The team found that while all breakouts lead to alpha, breakouts accompanied by sharp volume increases significantly outperform, with volume rates in excess of 150% representing a key level. In next week’s webinar we’ll show you how to use PANARAY to stay on top of all the breakouts with sharp volume increases leveraging Column Sets and List Alerts.
Uncertainty in current markets creates weakness and opportunity, but there are signs if you know where to look. In our next webinar, our Client Services team shows you how to use PANARAY®’s Negative Alert Matrix, which uses 11 critical criteria identified through O’Neil historical studies with one-week and ten-week Column Sets, to monitor signs of waning strength and accumulating weakness among your holdings. We’ll also cover the power of the Relative Strength Line to find underlying strength.
During earning season, quickly identify stocks that are gapping up after reporting strong earnings. Event-driven price gaps can often be the catalyst for a breakout out of a base or a new high. Learn about the price/volume characteristics to look for on the Datagraph™ and how to stay informed with Alerts and Column Sets.
Combine PANARAY’s Datagraph™ with robust screening for a comprehensive approach to managing stocks in a Market Downtrend. Run the Negative Alert Matrix over your holdings, analysis Relative Strength Lines for emerging leaders with strength, monitor Industry Group movement and rotation for signals on real time changes. Plus, stay on top of current commentary from O’Neil Analysts in Research View.
The recent volatility and rotation in the market has made it a crucial time to track Relative Strength Line New Highs, allowing you to spot the next potential leading stocks. In this PANARAY webinar, learn to create a watchlist of companies that are outperforming the market. Easily monitor changes by setting alerts to stay on top of new leadership as it emerges.
This PANARAY webinar will show you how using annotations on the Datagraph can help organize your holdings. Mark up charts with notes for compliance and trendlines to define key support and resistance levels, and get alerted when they are triggered, no matter where you are.
This webinar will show you how to take advantage of notes made directly on the Datagraph to keep your thoughts organized and available anywhere you go. Mark up charts with trendlines to define key support and resistance levels, and get alerted when they are triggered. And annotations make it easy to collaborate with team members by sharing markups across your firm.
With earnings season wrapping up, our next PANARAY webinar will review how to use recent technical indicator changes such as gap downs, large volume moves, and lagging relative strength to spot laggards in the market. Learn how to identify potential short ideas with PANARAY's robust screening, alerts, and Datagraph™ analysis.
Learn how to leverage the Accumulation/Distribution (A/D) Rating to spot short-term institutional buying and selling trends as we head into earnings season. Our experts will show you how to analyze indicators on the Datagraph™ and use screens to identify potentially strong names and those with underlying weakness.
Stocks tend to top well before their fundamentals show weakness, but there are warning signs if you know where to look. In this webinar, our experts show you how to use PANARAY®’s Negative Alert Matrix, which uses 11 critical criteria identified through historical studies with one-week and ten-week Column Sets, to monitor the first signs of waning strength and accumulating weakness among your holdings.
Explore how to use fundamental indicators such as Cash Flow, Book Value, and Dividend Lines to visualize trends and their interaction with price on the Datagraph™ and how to leverage PANARAY’s Fundamentals tab to access financial reports and discover more metrics for screening.
Supercharge your analysis with base patterns, accompanying data points, and indicators that can help you screen PANARAY's database and monitor portfolios for names entering actionable zones.
Leverage PANARAY to a whole new level by bringing your metrics and notes directly to the Datagraph. Combine your ESG ratings, portfolio transactions, proprietary ratings and more for comprehensive analysis.
Get insight on fine-tuning PANARAY to find stocks at support and resistance areas with moving averages — leverage column sets for new ideas and alerts to monitor holdings.
Get insight on fine tuning PANARAY® to find stocks showing strength while forming sound bases – find the leaders before they move to highs.
Get insight on how to leverage PANARAY®’s Rotation Graph and Industry Group Ranks for top-down analysis to stay on top of changing leadership with this exclusive webinar.
Hosted by Maggie Gest, this webinar will help you stay on top of the quick and busy Q1 earnings season. Don’t miss the gaps up, gaps down, and big volume moves that lead to alpha with Custom Metrics, Column Sets, and Scheduled Lists.
Hosted by Mackenzie Gage, this webinar provides insight on how to fine-tune PANARAY using Relative Strength indicators—identify short-term changes, long-term stability, and rotation.
This webinar, hosted by Tiffany Radloff, shares insight on screening with PANARAY Column Sets: stay on top of technical strength and weakness with O’Neil Pattern Recognition and convenient screens.
This webinar, hosted by Maggie Gest, shows you how to keep track of short interest, important extended levels, or O’Neil Negative Alerts Matrix right in the Datagraph. Watch now!
This webinar, hosted by Stephen Ketchmere, provides insight on how to catch significant changes in relative strength and gap-ups during earnings season.
Keep your screens and lists fresh using the new Scheduled Lists feature in PANARAY. Scheduled Lists allow you to automatically run screens and lists on a regular basis. The results can be delivered through the application or email, and will notify you which stocks have been added or dropped since the last scheduled list.
PANARAY v5.0 brings a big screening improvement with Scheduled Lists. Scheduled Lists allow you to automate your screens and lists, helping you streamline your screening process and keep companies on your radar. Version 5.0 also adds functionality to the Ownership Report, more color customization options, and new Smart Datagraph instruments.
Steve Ketchmere, Senior Institutional Client Services Consultant, with over 20 years experience will give a crash course in some of his favorite screening tools. Learn how to use Column Sets, Custom Metrics, and the broad O’Neil Metric Library to get an edge on the market and generate new ideas.
Learn how to track industry groups in PANARAY. We'll show you how to screen for the biggest industry group movers, whether improving or weakening, and find the best names in those groups.
Whether you are attending a conference, working with clients, or collaborating with colleagues, PANARAY Annotations have you covered. Learn how to leverage this feature to create and share annotations on your desktop and mobile applications.
The latest PANARAY version 4.7 release includes Custom Metrics, a tool that employs various functions and expressions to create complex metrics for a personalized analytical experience. In this week’s webinar, Steve Ketchmere, Senior Client Services Consultant, will show you useful and unique ways to leverage this new feature.
PANARAY version 4.7 now allows you to create your own unique and complex metrics using Custom Calculations. Custom Calculations give you a personalized analytical experience when creating Column Sets and screening for ideas. Version 4.7 also adds Key Performance Indicator Panels, providing industry-specific metrics to display on your Datagraph. Lastly, we have increased PANARAY's international scope, adding delayed price and volume to Germany, Japan, and Singapore.
Stay on top of earnings season in PANARAY. We’ll show you all of the tools to track when your companies report, and find stocks that beat the street’s estimate and get revised upward.
Steve Ketchmere, Senior Institutional Client Services Consultant, will walk you through some of his favorite long & short PANARAY Column Set screens.
PANARAY Version 4.5 is designed to enhance your global research experience and connect you with O’Neil Equity Research. Join us to learn about what’s new, including the Research View that compiles O’Neil commentary pieces, analyst write-ups, and idea list documents in one easily accessible section. The release also contains features geared specifically towards our global clientele, including Currency Conversion and the Currency Smart Datagraph.
Learn about the latest PANARAY Mobile Version 4.3 features including the Indicator Panel, CEO Drivers License, First Call Reports, and Knowledge Center Link.
In Part 2 of our introduction to Version 4.3, we will cover the client-requested Ownership Database, as well as the RSS News Feed and the List Manager Closing Range Visualization.
In Part 1 of our introduction to Version 4.3, we will cover the client-favorite Comparison Graph feature, as well as the addition of the P/E and P/S Indicator Panels. We will also look at the expansion of the Smart Datagraph, which now covers closed-end funds, ETFs, and ETNs.
Learn how to create various stock-specific and list-based alerts on Pattern Recognition, price & volume, trend lines, moving averages, and more.
Steve Ketchmere, Senior Consultant for Institutional Client Services, will show how to use the PANARAY Rotation Graph to monitor global sectors and industry groups. The Rotation Graph plots long-term performance against short-term momentum to help confirm existing sector trends and illuminate emerging ones.
The Earnings and Revenue Lines are key fundamental data lines available in PANARAY. See how to use these tools to analyze fundamental and valuation changes in a stock, including margin expansion/contraction, revenue or earnings acceleration/deceleration, and upward/downward forward estimate revisions.
Learn how to use the Portfolio Auto-Upload utility in PANARAY to better manage your portfolio.
Learn about the new features in PANARAY Version 4.2 Mobile, including Free Form Annotation and List Alerts.