Research Area

Select the Research Area you are interested in searching by clicking on the appropriate radio button (e.g. Economics & Strategy, Financial Markets, Corporate Debt, Equities). If you would like to search for documents in all areas, select the All radio button.

Note: All search criteria are not case sensitive.

Author

Click on as many Author names from the scrolling list as you wish. You may need to hold down the Control key while clicking to select multiple author's names. Documents will be selected that were authored, or co-authored, by at least one of the Authors you specified.

Publication

Click on as many Publication names from the scrolling list as you wish. You may need to hold down the Control key while clicking to select multiple author's names. Documents will be selected that represent at least one of the Publications you specified.

Title

• You may enter one or more words here. They will be looked up in the Title lines of the documents.
• If at least one of the words you entered matches the Title line of a document, that document will be selected.
• Your words do not have to be entire words in the Title line. For instance, you might enter "CIBC" (without the quotes) and it would match "CIBC World Markets".
• You can keep phrases together by entering them in quotes. For instance, if you enter "World Markets" (with the quotes) it will match CIBC World Markets Securities Inc., but if you enter "Markets World" it won't.

Keywords

This follows the same searching rules as the Title, but it searches in the actual Keywords of the document. Be cautious in using keyword searches, since there is no guarantee that the document's author will have chosen the same keywords as you would think of. (In fact, some documents may have no keywords.)

Company Name

• You may enter one or more words here. They will be looked up in the Company Names that the document discusses (as long as the document's author listed them when the document was posted to the Web site).
• If at least one of the words you entered matches a Company Name in a document, that document will be selected.
• Your words do not have to be entire words in the Company Names. For instance, you might enter "can" (without the quotes) and it would match Bell Canada.
• You can keep phrases together by entering them in quotes. For instance, if you enter "Bell Canada" (with the quotes) it will match Bell Canada but will not match Bell Sygma.

Ticker Symbol

This follows the same searching rules as the Company Name, but it searches in the Tickers that the document discusses (as long as the document's author listed them when the document was posted to the Web site).

Note: Unlike the other search fields, Tickers that you enter to search for must match as whole words. Thus, for instance, if you enter "A", it will match the ticker "A" but not, say, "AUL".

Industry

Click on as many Industry names from the scrolling list as you wish. You may need to hold down the Ctrl key while clicking to select multiple industries. Documents will be selected that concern at least one of the Industries you specified (as long as the document's author listed them when the document was posted to the Web site).

Publishing Date

This search rule searches for the documents published in a specific period of time. The dates entered must be in the format of yyyymmdd or mmdd which defaults to the current year.

By only entering a date in the from field, documents published after that date would be shown. Similarly, by only entering a date in the to field, documents published before that date would be shown.

Show only titles in results

If the selection box is checked with an 'X' (the default), the search results will display only the Title and Date of the documents matching the search criteria. If the selection box is not checked, the search results will display more detailed information, including Subject, Title and date, and Company information.

Performing your Search

When you are finished entering criteria, click on the button titled "Retrieve list of documents matching criteria" to actually perform the search and show you a page of results.

You may also click on the "Clear criteria" button to clear all entered criteria so you can start on a new search.

Further Notes

• When you select on more than one criterion (e.g. both Analyst and Company Name) they all have to match against a document for that document to be selected.
• As mentioned above, when you select multiple choices or words for one given criterion, only one of them has to match for a document to be selected.
• If you are not finding a document that you think may exist, try reducing the number of criteria.
• After you have seen the results, if you want to go back and refine your search criteria, press the Back button on your Web Browser and you will be returned to the Search page with all of your previous criteria still showing.

Back to Search for Research