Using ResearchLab



Welcome to ResearchLab, a tool designed to save you time discovering and researching stocks!



We're all tired of traversing the web and reading dozens of analyst reports. Many investors are buried under piles of information, seeking those few key facts that actually matter for the company they're trying to understand.

Where other sites are cluttered with redundant and unimportant news, ResearchLab is clean and minimalistic. It includes only headlines and data that matter. Secondly, companies are organized thematically so all the news surrounding a particular group or industry is easily consolidated. This provides a single comprehensive view of a stock that could otherwise take hours to discover.

Its unique screening tools also let users detect extremely precise technical setups, and its community allows sharing of ideas and opinions about individual companies and sectors.

We're interested in what you think. Please share feedback   to let us know what works for you and what doesn't, and help us make ResearchLab the best it can be!


Start at the top and the bottom


The ResearchLab home page displays a dashboard view of the best and worst performing companies and groups. You can quickly see results for the day, the past two weeks, and the past three months:
  • Best and worst groups, by average performance of their member stocks.
  • Biggest company gains and losses.
  • Latest earnings news, which can be filtered to show only bullish or bearish headlines.
  • Latest analyst moves, which can be filtered to show only positive or negative reports.

The sidebar In Focus chart spotlights the current performance leader, with a market cap over $1 billion and average volume over 1 million.

Trader Positions indicate the most recent BULLISH, BEARISH or NEUTRAL sentiments posted by our users with regard to companies and groups they are following.

Grouping lies at the heart of ResearchLab


Stocks move heavily according to their broader industry groups and sectors. Good news in one stock is usually good news for others within that broader group, and the reverse is usually true as well.

There are groups such as "iPhone Suppliers," and "Credit Rating Firms" that move closely together and track developments in key areas. Our categories can be highly specialized, such as "Light-emitting Diodes," "Satellite Media," "Education Stocks" and even "Snowmobiles." Others are broad, such as "Semiconductors" and "Gold Miners."

ResearchLab identifies specific groups according to real sentiment and investor perceptions.

Anyone who has researched companies on their own knows how important it is to understand these relationships. But this requires reading news stories and web sites in search of them. ResearchLab does that work for you, and provides information in a context that would otherwise take considerable time to discover.

When new themes emerge in the news, like "Shale gas" or "Cloud computing," we create new groups of member stocks. This approach can offer a big advantage over traditional static indexing.


How to find groups

  • The Search tickers or groups box appears in the upper right corner of every page. Simply begin typing a company name, ticker symbol or topic ("semiconductor", "telecom", "etf") to see potential matches.


  • The Groups page lists all groups within ResearchLab. You can sort groups by performance over different time periods by clicking column headings. Click a heading again to reverse the sort order.

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  • Hover over a group name to see its member stock tickers.

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  • Click a group name anywhere within ResearchLab to see a popup overview and member companies.

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  • Click the Group details link at the bottom of the Groups popup overview for details about the group's member stocks, including news events, performance, current options prices, and trader's network sentiments.


  • Click a ticker symbol or company name anywhere within ResearchLab to see details about that company, including news events, performance, current options prices, trader's network sentiments, and related companies.

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Generate trade ideas from news events


Our approach to news is based on actionability and importance for stock direction.

ResearchLab is not a traditional news feed; it has unique intelligence for identifying the information you need to generate trade ideas. You will not find every press release or news item, but only those that matter for making a trade.

Stories are designated as BULLISH, BEARISH or NEUTRAL to facilitate decision making. (We try to keep the Neutral stories to a minimum, but sometimes they are necessary, like when an analyst maintains a stock as "neutral," or when an earnings report is simply inline.)

We focus only on the stories that matter, and exclude fluff headlines and publicity statements. Articles are grouped according to story, which avoids redundant entries -- you'll never have to wade through 30 headlines on the same news item.

There are two tabs of information within News Events: Headlines and Analysis. Each view provides specific tools for identifying stocks by a variety of news event criteria.


Headlines


News items are ranked in reverse chronological order. Choose a preset search from the dropdown menu, or enter your own criteria for a custom search.

Preset searches: Review the most recent "good earnings" or "negative earnings" stories, or see only positive (or negative) options action, analyst news and 52-week highs and lows.

Custom search: You can search headlines for one or more tickers, keywords, and/or category:
  • Fundamental: Standard news such as earnings and analyst upgrades/downgrades.
  • Technical/Chart: News based on a stock's price performance, such as new 52-week highs and lows, moving-average crossovers and price gaps.
  • Options action: Mostly call buying and call selling, but also including vertical spreads and synthetic strategies.

Viewing headlines: Click on a headline to see a detailed summary in the right sidebar preview pane (e.g., was the stock upgraded or downgraded, or did it beat earnings estimates). For some headlines, further notes are provided -- click the Full story & details link to see the complete article, as well as headlines for related companies.

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Filter search results by BULLISH, BEARISH or NEUTRAL sentiment or by earnings or analyst news category.

Original sources: We will refer users to news stories on other sites whenever possible. Our objective is not to house all the information -- just the most relevant and intelligent information. If another service has a useful article, we link to it ("Read original story").

Related Headlines: ResearchLab categorizes stocks into groups, so you will often find related headlines for similar companies. This provides a broad context of what's happening in a given industry faster than you will find anywhere else. It's no longer necessary to spend hours wading through multiple reports and websites to get the big picture. Plug into ResearchLab's intelligent news functionality, and save time!


Analysis


ResearchLab finds clusters of related news events over time, thus revealing trends. For example, a company could make comments during an investor day or deep within an earnings call. It doesn't receive news headlines, but analysts start making bullish comments in the following days, raising price targets and boosting estimates. This is extremely hard to detect unless you read every analyst report every day, and manage to keep track of the hundreds of companies mentioned.

The initial Analysis view shows the most frequently occurring news events in the preceding month. This will quickly draw your attention to names you may not follow on a regular basis. In particular, it shows stocks that are:
  • Repeatedly making new 52-week highs and lows
  • Getting mentioned by analysts favorably or negatively

You can choose a preset search from the dropdown menu, or enter your own criteria to search for specific events and dates. It also lets you exclude mention of stocks making new 52-week highs and lows, because sometimes those headlines crowd the list and prevent discovery of other events.

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The Analysis view can find events in the past that stopped happening, but could happen again. One idea is to set the date range to start two months in the past and end one month later. This will discover companies that:
  • Were making new highs that may have pulled back, and are now ready to continue higher
  • Were making new lows that may have rebounded, and are now ready to continue lower
  • Moved on a catalyst like earnings. They may be consolidating now while gathering analyst chatter, and will soon continue to the upside or downside.

Viewing events: Click on a news event to see the dates of each instance in the right sidebar preview pane. Click an event date in the preview pane to see that news item in detail. To see all related news events headlines, click the Full search results link in the preview pane.

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Screen stocks using complex criteria


The Technical Events page is a powerful multipoint analysis tool that lets users find precise chart configurations so they can implement bullish, bearish or neutral strategies.

Several preset searches are available to get you started, including "Bullish continuation" and "Quick pullbacks."

Want to see the best and worst members of the S&P 500 in the last week, month or other time period? Simply click the "S&P 500" button. Then click on the column headers to sort over different time periods.

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Types of comparison


You can compare a wide variety of fields, or compare fields to numeric values:
  • 2-Week > 10: Find stocks up more than 10% in the last 10 days.
  • 1-Week > 6-Month (drop-down comparison field): Find stocks up more in the last week than in the last six months.
  • Volume Change > 200: Find stocks whose volume rose more than 200 percent in the last session.
  • Last = Low: Find stocks that closed on their lows in the last session.
  • Market Cap > $1B: Market cap of at least $1 billion.
  • Average Stock Volume > 10M: Average daily volume of 10 million shares or more.
  • Average Options Volume > 5,000: Average options volume of at least 5,000 contracts.


Customize your search filters

  • As you add criteria, each filter is displayed as a blue button.
  • You can remove a single filter and resubmit your active search criteria by clicking the "X" icon on that filter.
  • Click the "eye" icon to hide one or more filters, then click the "Add" button to search on the remaining active filters.
  • Click the "Reset" link to clear all the criteria and reset the tool.
  • You can filter any search results to show only members of the Dow Jones Industrial Average, the S&P 500, Nasdaq 100 or Russell 2000.
  • Bookmark any search results page to save that search for future use.

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A working example


Imagine you are seeking companies with potentially bullish chart patterns. You want to find stocks where the 100-day moving average is above the 200-day moving average, but that have also pulled back in the last month. You also want to make sure the 200-day moving average is rising because this is consistent with an uptrend:

  1. Click "Select a range" and choose "100-Day Moving Average." Keep the default ">" (greater than) operator, and select "200-Day Moving Average" from the second dropdown box.

    Alternatively, you could skip the second dropdown menu and enter a number (e.g., "10") which would show stocks whose 200-day moving averages are above $10.

    Click "GO" to see all stocks whose 100-day moving average is greater than its 200-day moving average.

    You can rank your results by clicking the column heads, displaying stocks that are up or down a lot over different time periods.


  2. Just because a stock's 100-day moving average is above its 200-day moving average doesn't mean it's trending higher; it could be bouncing up and down. Or under some circumstances, both averages could be falling!

    ResearchLab solves this with the concept of Moving Average Streaks: How many days is the moving average rising or falling? (A positive number means the moving average is rising, and a negative number means it's falling.)

    Click "Select a range" and choose "200-Day Moving Average Streak" (near the bottom of the dropdown list). Then chose ">" (greater than) and type "20" in the input field.

    Click "GO" to return stocks whose 200-day moving averages have been rising for at least 20 straight days.

    By combining criteria, you've produced a list of all companies that not only have their 100-day moving averages above their 200-day moving averages, but whose 200-day moving averages have also been steadily rising.


  3. Finally, click on Column Range again and select 1-Month. Then chose "<" (less than) and in the box type "-5."

    Click "GO" to return stocks that are down more than 5% in the last month.

    As an end result, stocks matching the following criteria will be shown:
    • 100-day moving average above the 200-day moving average (potentially bullish pattern)
    • 200-day moving average rising at least 20 consecutive days (potentially bullish pattern)
    • Down at least 5% in the last month (potentially attractive after a pullback)

    These are potential longs. Alternately, you can reverse the criteria and find short candidates.


Using ResearchLab's multipoint analysis tool, you can find potential range-bound stocks, or any number of other setups. And you can always click on any ticker symbol for a quick look at a company's underlying information: news events, related groups and companies, and the sentiments of other users in our Trader's Network.

Leverage community insights


Trader's Network allows you to see what the OptionMonster trading community is following.

  • See traders' BULLISH, BEARISH or NEUTRAL sentiments on stocks and groups, as well as ideas and insights behind those sentiments.

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  • Check the Top Traders sidebar column for posts by our most prolific members.

  • Take a position: From this page, as well as throughout ResearchLab, you can record your own sentiments on stocks and groups.

Timing is everything


Use ResearchLab's Calendars tab to see all company earnings announcements and other relevant events coming up within the next two weeks.

  • Stock earnings reports are split into "Before the open" and "after closing." Click on any ticker symbol for more information about that company.

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  • Filter earnings announcements by clicking the "S&500 only" or "Liquid options only" buttons.

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  • Our options calendar shows expiration dates and trading holidays for the next several years.

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  • image The sidebar column lists the latest earnings news for stocks with:
    • Market cap greater than $50 million
    • Options volume greater than 5,000 contracts

    For each news headline in the sidebar:
    • A dot next to the headline indicates that item's bullish or bearish sentiment.
    • Mouse over a headline to see the posting date and a brief summary.
    • Click a headline to view the full details of that story.
    • Click a ticker symbol for more information about that company.