Refined Searching Now on Mutual Funds EDGAR Pro users can now search by Fund Series Name / ID or Fund Class Name / ID from within the Mutual Fund Search screen under the“Search” tab.

Fund Series & Classes Screen Now Under the Company Tab Users can easily view Fund Series / Fund Class data when viewing a fund under the “Company” tab.

“Because of the granularity of the XBRL data that powers I-Metrix, we can easily extract specific information from company reports, such as fuel costs,” says E-J.

Using I-Metrix, he selected the airline industry, and filtered the list for those that reported “fuel costs.” He then generated graphs showing “fuel costs as percentage of revenue.” I-Metrix works with all the features of Excel’s functionality, so no additional formulations or cutting and pasting was necessary to automatically download the most current information and calculate results.

Plotting selected companies side by side, the first graph here shows highest and lowest percentage of fuel costs to revenue.

Plotting this data over 8 quarters, we can see a common trend.

But switching to a 4-year view, we see a dramatic shift. Two companies that start at close to the same point, but the gap grows as one company has not been as good at containing fuel costs.

A fourth graph shows the significant impact of fuel costs on stock prices. “An analyst would need to research more to find the reasons for this,” says EJ. “Maybe the planes are less efficient, maybe the airline’s hedging program is less effective, or maybe the economies of scale are not as favorable.”

EJ went on to perform similar analyses of freight carriers, to compare how another industry is impacted by oil prices, and found less exposure to oil prices as percentage of revenue. “That may be because theses prices can more easily be passed on to customers,” says EJ. “But I-Metrix makes this type of analysis of oil – and other commodities – very easy to perform.”

I-Metrix users and interested parties can email Elias-John Kies at ekies@edgar-online.com or call EJ for more details about using I-Metrix at (212) 457-8213.

It was very difficult to derive the extent of toxic assets that the brokers held due to some of the limited SEC disclosure requirements, said Kies. However, by analyzing the main financial statements Kies came up with a very interesting view of the various degrees of reliance on the Repo market (short-term financing) by the brokers over time.

Here’s his spreadsheet representing the exposure to repos as a percentage of total liabilities. Companies viewed are Lehman, Merrill Lynch, Bear Stearns, Goldman Sachs, and Morgan Stanley.

“These companies have incentive to use the shorter term financing due to its low interest cost and therefore better spread,” explains Kies, “though this carries a risk when credit markets seize as they have—not that any of the corporate models forecasted a halt to the system at this velocity.” Goldman Sachs and Morgan Stanley reduced their reliance on this shorter term financing while the extinct entities were still in the 20% range or higher.

Obviously, this is just one of the pieces of the puzzle. Kies suggests combing this with the toxic exposures, the rapid decline in business versus potential fixed labor costs (negative operating leverage) and other factors. The granular fundamental database from I-Metrix allows for this type of analysis. The repos line item is just one of the over 6000 data points available in I-Metrix.

You can email Elias-John Kies at ekies@edgar-online.com or call him for more details about using I-Metrix at: (212) 457-8213.

Thomson Reuters’  new Checkpoint I•Metrix, is an online productivity and workflow solution for tax and accounting professionals. Subscribers can instantly retrieve current, detailed financial information directly from their Excel spreadsheets. Checkpoint I•Metrix delivers financial data within hours of being filed with the SEC and significantly reduces the time it takes to prepare benchmark analysis or create internal financial dashboards. Checkpoint I•Metrix is world class XBRL technology combined with world class tax and accounting knowledge all in a single tool, to manage risk, detect anomalies, assist in transparency, and gather and benchmark data – while leveraging the latest in financial reporting standards. BENEFITS of Checkpoint I•Metrix:

* Delivers powerful data sets and analytical capabilities directly to  Microsoft® Office Excel, improving data analysis workflow.
* Provides a simple, streamlined method for subscribers to integrate datasets into their workflow, saving hours of traditional “cut and paste” spreadsheet work while increasing confidence in the accuracy of information.
* Provides the most accurate and timely XBRL financial data in the marketplace with the lowest error rate.
* Streamlines user effort – a single click links any data cell directly back to the EDGAR source filing to give validity and the XBRL accounting definition of the line item.
* Automatically updates financial models previously created by a subscriber in I•Metrix with the most recent financial data, saving the subscriber time when generating repetitive reports such as quarterly reports to directors.
* Provides direct linking from EDGAR source filings into SECPlus for relevant information and tools associated with SEC compliance.

Increased demand for peer-to-peer analysis and recent SEC initiatives to require XBRL filings are driving the need for seamless integration of key sources like EDGAR Online’s SEC filings and Checkpoint I•Metrix. “Integrating these productivity solutions into SECPlus further strengthens our product offering and helps us best serve our customers,” said Keith Haurie, Vice President, Product Management, Research & Guidance for Thomson Reuters.

The database covers over 10,000 companies and 24 months of history created from paper and electronic filings. The information undergoes a rigorous quality control and editing process prior to dissemination, allowing users to confidently make decisions with this insider data.

For more information about getting Insider Data via desktop or other delivery options, click here or call 1(888) 870-2316 in the U.S. and Canada or 1(212) 457-8200 outside the U.S.

A) Randall L. Stephenson, AT&T, B) Dan Hesse, Sprint Nextel Corp, or C) Ivan Seidenberg, Verizon? And how can you find this answer?

Answer:
B) Dan Hesse, Sprint Nextel Corp, CEO

To find the bonus reference yourself, using I-Metrix, perform a search:

• Ticker Symbol = S
• Form Group = Special Events (8K & 6K)
• Full Text Search box = bonus
• Time Period = Last 12 Months

To find the loss reference, perform a search:

• Ticker Symbol = S
• Form Group = Special Events (8K & 6K)
• Full Text Search box = loss
• Time Period = Last 12 Months

Follow these three steps to download and print multiple filings-or just watch the flash presentation to see how it’s done.

Step 1. From any filings results page simply click the filing check boxes you want to download or print.  To activate this new feature you must select more than 1 filing.

Step 2. Click on the “Process Queue” link located at both the top and bottom of the column to activate the Download / Print options.

Step 3. The Download & Print Queue Box will display the total number of filings in your queue.  You have the options to Print all, Save all as HTML, Save all as RTF or Save all as PDF.

You can queue up to 50 filings at once depending on your Default Search Settings.  Go to Preferences> Default Search Settings and change the Results Per Page to a number between 1 and 50.

We are confident this enhancement will make EDGAR Pro and I•Metrix even more valuable. If you have comments or suggestions for the EDGAR Online Team, let us know! Call Customer Support at 1-800-416-6651 (Monday through Friday 9:00 am – 5:00 pm EST).

The Gold Certified Partner status gives EDGAR Online a competitive advantage in developing software solutions using Microsoft technology. Read the full press release.

Another example of the close relationship between the two companies is the recent strategic alliance in which Microsoft’s adCenter will bring relevant advertising to the EDGAR Online website audience while EDGAR Online will supply financial data to the MSN portal. EDGAR Online was the first non-Microsoft web property to exclusively carry adCenter ads, followed by The Wall Street Journal Digital Network (WSJDN), which includes WSJ.com, Barrons.com, Marketwatch.com, allthingsd.com along with other sites.

Answer:
B. E.R. Autry, Jr., – Trimas Corp

To find the answer - from the Search tab, select Form Type: S-1, enter “country club membership” in the Full Text search box, and use the date range 1/1/2006 – 12/31/2006.

Reference Link: http://i-metrix.edgar-online.com/DisplayFilingInfo.aspx?TabIndex=2&FilingID=4569873&Text=country+club+membership&type=html&companyid=13723

Other forms to search for juicy benefits like country club memberships are 10-Ks, 10-Qs, 8-Ks and DEFs to name a few.

“A wave of our new I-Metrix subscribers, including researchers, paralegals, and journalists have called specifically to mine our SEC filings database for information on ’structured investment vehicles’”, says Hacaj “and other terms associated with the current sub prime mortgage crisis.”

Word was getting out, one caller told Hacaj, that the EDGAR Online search tools were very effective at finding and organizing information deep inside company reports.

“A subscriber also brought it to my attention that since September 1, a far greater number of SEC filings include these terms.” says Hacaj.  Running some quick searches on his own (shown below) Hacaj confirmed that many more companies, particularly large ones, are clearly labeling their structured investment vehicles. He also discovered that the most popular search terms for our subscribers this last month included “structured investment vehicle” (SIV) and “conduit”, as well as “collateralized debt obligation” (CDO) and “asset-based securities.”

It certainly is in a bank’s best interest to fully disclose these risky asset-backed securities. Given the increased use of clearer labels, we may be seeing a rush to demonstrate transparency to investors-and to the SEC-sooner rather than later and before the annual report is due.

Legally, these assets must be disclosed, so more careful attention is now being given to past company filings and original disclosures, and the manner in which they were reported. “One problem,” says Hacaj, “is that the information is not necessarily the kind of fundamental financial data that shows up in income statements or balance sheets.”  However, now that many of these off-balance sheet items have fallen in value, banks have to list them as liabilities, which are reflected in fundamental data disclosures.

Searching through older filings can be difficult, explains Hacaj, because the terms used to describe these assets are often not easily understood and disclosures are often scattered throughout a document. Also, a document may refer to another document, which may be filed only in paper format, which is not accessible in the SEC’s EDGAR database.

“But whether the disclosure is paper or electronic, there is a trail and our search tools are far more effective than the SEC’s in locating documents and data,” says Louis.

A search (shown below) on the phrase “structured investment vehicles” shows 102 SEC filings in the past three months that contain that phrase: over twice the number in the three months prior to September 1.