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Client Confidential - Call 800 368-2078 for more information Telemet Orion The Smart Choice Integrates Integrates Portfolio Analytics and Attribution Portfolio.

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Presentation on theme: "Client Confidential - Call 800 368-2078 for more information Telemet Orion The Smart Choice Integrates Integrates Portfolio Analytics and Attribution Portfolio."— Presentation transcript:

1 Client Confidential - Call 800 368-2078 for more information Telemet Orion The Smart Choice Integrates Integrates Portfolio Analytics and Attribution Portfolio Analytics and Attribution Tools for Security Selection Tools for Security Selection Real–time and historic market data & news Real–time and historic market data & news Access to your proprietary research Access to your proprietary research

2 Client Confidential - Call 800 368-2078 for more information Telemet Key Stats One page source of investment data on a company. One page source of investment data on a company. Historic charts and tables of financials, leverage, valuation, per share and margins. Historic charts and tables of financials, leverage, valuation, per share and margins. Relative financial metrics compared to industry, sector, index and other companies. Relative financial metrics compared to industry, sector, index and other companies. Drill down to estimates, estimate trends, target prices, institutional holdings, SEC filings, S&P Reports, dividend history, insider trades and more. Drill down to estimates, estimate trends, target prices, institutional holdings, SEC filings, S&P Reports, dividend history, insider trades and more.

3 Client Confidential - Call 800 368-2078 for more information DLTR Main Key Stats Page New drill- downs on the left of page. Financial Reports S&P Research Insider Reports Institution Holdings Consensus Estimates SEC Filings Corporate Actions

4 Client Confidential - Call 800 368-2078 for more information DLTR Cash Flow Drill-down on right to cash flow, margins, eps, revenues and other metrics See tables and charts of historic trends. Compare to sector, S&P or other ticker symbol.

5 Client Confidential - Call 800 368-2078 for more information DLTR Earnings Estimates On the left of page drill- down on “Estimates” Earnings & revenue estimates Earnings Surprise Target price and recommendations history and trends This is just one page of a five page estimate report!

6 Client Confidential - Call 800 368-2078 for more information DLTR S&P Report On the left of page drill- down to “S&P Report” See a 12 page report on the company, its prospects, the industry outlook and recent news. See S&P Star and Quality Ranking.

7 Client Confidential - Call 800 368-2078 for more information DLTR Institutional Ownership On the left of page drill-down to “Institutional Ownership” See a multi- page report on institutions that own the stock, the change in holdings, and the value of these holdings. See who is buying and who is selling the stock.

8 Client Confidential - Call 800 368-2078 for more information DLTR “Three Pager” On the left of page drill-down to “Co Reports” See a three-page report on a company that is very popular with clients. It shows consensus estimates, key ratios, EPS trends, P/E history and other variables.

9 Client Confidential - Call 800 368-2078 for more information Telemet Orion The Smart Choice Investment data on a company all in one place with the Telemet Orion Integrated Investment Platform. 800-368-2078 www.taquote.com


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