The Research View compiles current and historical William O’Neil + Co. commentary pieces, analyst write-ups, and idea documents.
Click the Research icon in the lower left corner of the screen to access the Research View.
Please note that Research View items accompanied by a lock icon are restricted to users entitled to that specific service:
For more information on any of these locked services, please contact William O’Neil + Co. Institutional Sales or Client Services.
Report Tabs
To open a research report, click the blue report link. The report link will open a new tab at the top of the screen.
The Dashboard is the default tab that contains the main Research View and all its components.
To remove a tab from the Research View, hover the cursor over the tab and then click the white X that appears to the right of the tab name.
To reorder the visible tabs, click and hold a tab and drag it left or right.
Search
Use the search bar at the top of the screen to search for various stocks and keywords within the O’Neil research reports.
Using the search feature will open a tab at the top of the screen under Search Results:
While in the Search Results tab, use the dropdown selectors at the top right corner to refine your results by analyst name, time, or research type.
Use the Sort dropdown to sort the results by most recent, or by least recent.
Ask an Analyst
Click Ask an Analyst at the top of the screen to submit a question to the O’Neil Equity Research Team.
Specify whether to be contacted by email or phone, and an O’Neil Equity Analyst will respond accordingly.
Stocks Mentioned in Recent Research
The buttons in the upper right corner of the screen show stock tickers that have recently been mentioned in an O’Neil research piece.
Click on a button to view a list of research reports that have recently mentioned that stock.
Global Outlook shows how each individual market is performing.
The color-coded legend displays four major classifications for each market: Confirmed Uptrend, Uptrend Under Pressure, Downtrend, and Rally Attempt. The number next to the classification represents the number of countries currently in that state.
Maps and Bars
Click Map to view the classifications as a color-coded heat map.
Click Bars to view the classifications as a color-coded bar graph.
