releases, creditable websites: industry, union, association, personal interviews
06/02/10 First Things First Beyond the Company website
Public Private? -Subsidiary? Parent-National?- International
Same Industry -Financials –stocks for 3 yrs?-Mergers? Bankruptcy?
06/02/10 II . Basics : addresses/execs…etc; Using codes/ symbols with databases /web This example shows 1 SIC and 1NAICS; Diversified companies Will have many more
Lexis Nexis: Company Dossier
Standard & Poor’s Net Advantage
Value Line (also in print)
06/02/10 Primary Source : Company Website/ Ann Rpt SEC-10k’s www.sec.gov
Required : products, markets, market share, distribution channels, environmental/legal concerns
Filings per activity 8ks, 10ks…
May have President’s letter
President’s letter CEO personality , company. Mood
Graphics may tell a story
Bad news may be downplayed
Can be SEC report .
06/02/10 Remote access for databases SU User Name & Password Now choose Business & Economics
06/02/10 Start Here for Lemieux Library’s: Business and Economics Databases Tutorials Subject Guides
1.Individual. Finding the tools. Do a quick check to see if your company is in the following sources : Mint Global, Reference USA, Lexis Nexis Company Dossier, Value Line, Standard & Poor’s Net Advantage.
2.Which database will give you shares outstanding? Can you find dividends and monthly stock prices for your company
3. Check Morningstar, Value Line, One Source Global Business Browser (via Reference USA) for an Analyst Report
Liquidity: How quickly
Assets can be turned
Leverage: Relationship between
Debt and equity
Activity: How is the company
Keeping costs down; how well
are assets utilized
Profitability: What remains after
All expenses are paid.
Need More Help with Definitions ?
Financial Strength can include both liquidity and profitability ratios