1. Getting started with Bloomberg
Trish O’Flaherty Carleton University Library

2. First: Book a time in the blue binder available at the workstation
Limit each session to 2 hours
Login to network using connect account
Login to Bloomberg following directions taped inside the front cover of binder
Excel, work, ppt are all available on work station

3. Company Information
Key in a company name – do not hit go. Look down the page under heading Securities and double click on your company from that list.
WJA CN Equity Westjet Airlines Ltd (Canada)
You will be taken to a Menu Screen for that company. Use this page as a springboard or index to information.
At the top, you will see the current trading figures and the delay time.
DELAY 9:34 Vol 22,908 Op

4. Menu Screen The first menu option is Company Overview
DES Description MGMT Management
EVT Event Calendar CF Company Filings
DVD Dividends CACS Corporate Action
WGT Index Weightings HDS Holders
RELS Related Securities ISSD Issuer Description

5. Description Provides an overview of current infomation
Allows you to generate a summery report
Key in 98 <go>
Type RPT to view, print etc

6. Descripton

7. Management

8. Management

9. CEO – compensation

10. Overview con’t Other options include: Event calendar Company filings
Dividends Corporation actions
Indes weightings Holders
Related securities Issuer description

11. Fundamentals & Estimates
Financial analysis Relative Valuatioin
Earnings Estimates Analyst Recs
Prod/Geo Segments

12. Fundamentals & Estimates
Financial Analysis
Detailed financials
Use >> symbols to see more years
Use Actions to create reports, download to excel
1<go> provides chart views

13. Financial Analysis

14. Earnings Estimates

15. Relative Valuation

16. Analysts Recommendations

17. Segmentation – Apple Computer

18. Segmentation – Apple Computer

19. Graph Price – with events

20. Getting help Hit green HELP key once to get help for the page you on
Hit green HELP key twice to become connected to Bloomberg help desk
Key in BU <go> - Bloomberg University. Provides cheat sheets and videos

21. Beta calculations

22. Help!!

23. Bloomberg University