Thursday, May 16, 2019
Psst: Got Any Weed?

Wednesday, May 15, 2019
Open Letter: SEC Proposed Rule for BDCs

Friday, May 10, 2019
General Motors and Workhorse

Monday, May 6, 2019
How to Find Earnings Release Data

Tuesday, April 23, 2019
Following Restructuring Costs Over Time

Monday, April 22, 2019
Capex Spending: More Than You Might Think

Saturday, April 13, 2019
When AWS Takes Over the World

Thursday, April 11, 2019
Data Trends in Focus: Restructuring Costs

Sunday, April 7, 2019
How One Customer Crushed It With Calcbench

Thursday, April 4, 2019
TJX Shows Complexity of Leasing Costs Reporting

Tuesday, April 2, 2019
CEO Pay Ratios: Some 2018 Thoughts

Wednesday, March 27, 2019
Corporate Spending: Where It Goes, 2017 vs. 2018

Monday, March 25, 2019
Health Insurers: A Bit Winded?

Friday, March 22, 2019
Our New Master Class Video

Thursday, March 21, 2019
Tech Data’s Goodwill Adjustment

Tuesday, March 19, 2019
There’s Taxes, and There’s Taxes

Saturday, March 16, 2019
Adventures in Tax Cuts and Net Income

Monday, March 11, 2019
Big Moves in Goodwill, Intangible Value

Friday, March 8, 2019
CVS, Goodwill, and Enterprise Value

Thursday, February 28, 2019
Summary of Our Goodwill Research/ How-To

Archive  |  Search:

We love data here at Calcbench, but we also understand the importance of the written word—especially in footnote disclosures, where all the juicy stuff is. So today we will walk through a few points on how to search for specific pieces of text in our databases.

Q: Wait a minute, text searches—we can do that???
A: Yes, you can. Calcbench offers quite a lot of text search functionality; we always have. Lately we’ve been improving how you can search and what you can find; hence this friendly How To post.

Q: OK, so how do I search?
A: For starters, know the text you want to search for. Then go to the Interactive Disclosures page; this is the database crammed full of text-based information. You’ll see a search box on the far right side (circled in blue below) that says “Full Text Search.”

Go to that box, enter your text string, and press Enter or that little magnifying glass logo. It’s that simple.

Q: What do I get after I press Enter?
A: Actually, you can get quite a lot—possibly too much, so you will probably want to refine your search parameters a bit before taking the big Full Text plunge.

Q: Right. I knew that. But, um… why don’t you walk me through those again.
A: For example, if you enter operating leases into the search box without putting the whole term in quotes, you’ll get all results that mention either operating, or leases, or operating leases. Therefore, decide whether you want to search for “operating leases” in quotes to narrow the list of results.

Likewise, our default is to search the disclosures of the Dow Jones Industrial Average companies, in their most recent annual filings (currently for the year 2016). Sometimes you might find another default setting of, say, the S&P 500 or the “Whole Universe” of all filings, or even an industry sector, depending on how you configured your search settings the last time you were on this page.

You can change all of that as you like: search for prior years, search for quarters within those years, search for different industry sectors or a peer group you created yourself—just be aware that all those settings will drive the results you see.

Q: And what about searching specific types of disclosures?
A: You can do that by scanning the pull-down menu on the far right side of the page. That lists all sorts of disclosure types, from standard 10-K disclosures (controls & procedures, MD&A, and so forth); to disclosures on Form 8-K or a proxy statement; to the long, long list of disclosures buried in footnotes.

Once you specify the exact type of disclosure you want, be sure to tick the small check-box under the Full Text Search field, where you’ll see “restrict to specified disclosure type.” That ensures you only see the text you’re searching for, in the exact disclosure type you want.

If you’ve also set the peer group of companies you want to search, and the exact time period—you’ll get the results you want, not a haystack of results with a few good needles in there somewhere.

Q: OK, thank you!
A: Happy to help.

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