Example A: Screening for an investable universe.

Using the Current Market database (DBCM) of over 6,000 companies, let's narrow down our investable universe to include companies with the market cap over 500 million and that are followed by at least 3 analysts.

Define a screen for stocks with a market capitalization above 500 million:

  1. From the list of Categories, choose a Company category and then the sub-category - Size and Share Volume.
  2. From the Item list, choose the Company Size category and highlight the Market Value ($mil) item.
  3. Double click the Market Value ($mil) item (or select the Screen by Database Item command from the Screen menu) or click the Screen by Database Item button.
  4. The Screen By dialog box will be displayed. From the operators pull-down menu, select the greater than (>) operator.
  5. In the value entry box type the market capitalization: "500 " (market cap item is in millions) and click OK.
  6. The screening item will appear in the Screening Criteria table (below the Categories and Items section). It will also be added to the Report Definition table.

    Next, we will screen for the companies followed by at least 3 analysts:

  7. From the list of Categories, select the EPS category and then the Fiscal Year Estimates sub-category.
  8. From the Item list, choose the Estimates for Current Fiscal Year category and highlight the F(1) # Analysts in Consensus item.
  9. Double click the F(1) # Analysts in Consensus item (or select the Screen by Database Item command from the Screen menu) or click the Screen by Database Item button.
  10. The Screen By dialog box will appear. From the operators pull-down menu, select the equal or greater than (>=) operator.
  11. In the value entry box type "3" and click OK.
  12. The screening item will appear in the Screening Criteria table (below the Categories and Items section). It will also be added to the Report Definition table.
  13. Next, click the Run Query button to run the investable universe definition screen.

When you have executed the screen, your active universe will consist of only those tickers that meet all of your screening criteria and the Screening Criteria table will show the number of tickers passed the screen.

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