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Your Instruction  Librarians: Karen Gilles  [email_address] Bob Novak  [email_address] 06/02/10 Business Information Sourc...
<ul><li>Overview:  New Library Website </li></ul><ul><li>Process:  Finding Business Info </li></ul><ul><li>Application:  I...
<ul><li>Address memo to Bob or Karen:  </li></ul><ul><ul><li>Our title:  Reference & Instructional Librarians </li></ul></...
<ul><li>Reassure  yourself:   </li></ul><ul><li>Short & long reports in Reference </li></ul><ul><li>Check syllabus for goo...
06/02/10 * Also include Industry  trends Monthly stock Librarians Bob Novak and Karen Gilles will read and comment on the ...
<ul><li>COMPANY </li></ul><ul><li>Directory info </li></ul><ul><li>Trends:   competition, outlook, suppliers, performance ...
<ul><li>Criteria for  Finding Company Information  </li></ul><ul><li>scholarly articles, magazines, trade journals, news, ...
06/02/10 II .  Basics :  addresses/execs…etc; Using codes/ symbols with  databases /web This example shows 1 SIC and 1NAIC...
<ul><li>Databases: </li></ul><ul><li>Lexis Nexis: Company Dossier </li></ul><ul><li>Mint Global </li></ul><ul><li>Referenc...
<ul><li>10Ks </li></ul><ul><li>Audience: SEC </li></ul><ul><li>Audited </li></ul><ul><li>Required  : products, markets, ma...
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
Exercise #1 <ul><li>1.Individual. Finding the tools. Do a quick check to see if your company is in the following  sources ...
<ul><li>Briefly:  </li></ul><ul><li>Liquidity: How quickly </li></ul><ul><li>Assets can be turned </li></ul><ul><li>into $...
06/02/10 From Callahan Syllabus Financial Ratios Calculator  by UW Business Libraries  http://www.lib.washington.edu/busin...
<ul><li>COMPANY </li></ul><ul><li>DATABASES: </li></ul><ul><li>Lexis-Nexis  (Company Dossier) </li></ul><ul><li>One Source...
06/02/10
Exercise #3 <ul><li>1. Find Company Ratios in either Lexis-Nexis Disclosure or  One Source Global Business Browser (via Re...
Exercise #3  more…  <ul><li>Go to Reuters.com and find the current and quick ratios for both your company and the industry...
Time for  a Break See you in 20 minutes <ul><li>NEXT: </li></ul><ul><li>Finding ARTICLES </li></ul><ul><li>For TRENDS, COR...
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Mgmt280-Callahanpt1Summer 2009.ppt

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Transcript of "Mgmt280-Callahanpt1Summer 2009.ppt"

  1. 1. Your Instruction Librarians: Karen Gilles [email_address] Bob Novak [email_address] 06/02/10 Business Information Sources Mgmt 280 Library Workshop Summer 2009
  2. 2. <ul><li>Overview: New Library Website </li></ul><ul><li>Process: Finding Business Info </li></ul><ul><li>Application: Investment Report </li></ul><ul><li>Assessment: Letter Assignment #1 </li></ul>06/02/10
  3. 3. <ul><li>Address memo to Bob or Karen: </li></ul><ul><ul><li>Our title: Reference & Instructional Librarians </li></ul></ul><ul><ul><li>Our temporary home </li></ul></ul><ul><ul><li>Interim Library Seattle University </li></ul></ul><ul><ul><li>2 nd Floor </li></ul></ul><ul><ul><li>1313 East Columbia </li></ul></ul><ul><ul><li>Seattle, Washington </li></ul></ul><ul><ul><li>98122-1090 </li></ul></ul><ul><ul><li>Library Website: http://www2.seattleu.edu/library/ </li></ul></ul>06/02/10 Letter Letter 1. This must be a &quot;thank you,“ &quot;what I learned,&quot; and &quot;suggestions for improvement.&quot;
  4. 4. <ul><li>Reassure yourself: </li></ul><ul><li>Short & long reports in Reference </li></ul><ul><li>Check syllabus for good & bad examples </li></ul><ul><li>Review: </li></ul><ul><li>Use the business research tutorial </li></ul><ul><li>Remember: Ask for Help </li></ul>06/02/10 Short Deadline? Befuddled ?
  5. 5. 06/02/10 * Also include Industry trends Monthly stock Librarians Bob Novak and Karen Gilles will read and comment on the Short Report
  6. 6. <ul><li>COMPANY </li></ul><ul><li>Directory info </li></ul><ul><li>Trends: competition, outlook, suppliers, performance </li></ul><ul><li>regulatory </li></ul><ul><li>Financial : </li></ul><ul><li>stocks, dividends, shares outstanding, balance sheet, profit/loss RATIOS , </li></ul><ul><li>Human Element: </li></ul><ul><li>corporate culture </li></ul><ul><li>management style, </li></ul><ul><li>employees/benefits </li></ul><ul><li>social responsibility </li></ul><ul><li>Marketing: </li></ul><ul><li>strategy </li></ul><ul><li>INDUSTRY </li></ul><ul><li>Trends </li></ul><ul><li>Ratios </li></ul><ul><li>NOW: </li></ul><ul><li>Where do you find the </li></ul><ul><li>information? </li></ul><ul><li>How do you divide the work? </li></ul>06/02/10
  7. 7. <ul><li>Criteria for Finding Company Information </li></ul><ul><li>scholarly articles, magazines, trade journals, news, press </li></ul><ul><li>releases, creditable websites: industry, union, association, personal interviews </li></ul>06/02/10 First Things First Beyond the Company website <ul><li>Public Private? -Subsidiary? Parent-National?- International </li></ul><ul><li>Same Industry -Financials –stocks for 3 yrs?-Mergers? Bankruptcy? </li></ul>
  8. 8. 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
  9. 9. <ul><li>Databases: </li></ul><ul><li>Lexis Nexis: Company Dossier </li></ul><ul><li>Mint Global </li></ul><ul><li>Reference USA </li></ul><ul><li>Standard & Poor’s Net Advantage </li></ul><ul><li>Morningstar </li></ul><ul><li>Value Line (also in print) </li></ul><ul><li>Web : </li></ul><ul><li>Reuters.com </li></ul><ul><li>MSN. com </li></ul><ul><li>Yahoo! Finance </li></ul><ul><li>Google Finance </li></ul>06/02/10 Primary Source : Company Website/ Ann Rpt SEC-10k’s www.sec.gov
  10. 10. <ul><li>10Ks </li></ul><ul><li>Audience: SEC </li></ul><ul><li>Audited </li></ul><ul><li>Required : products, markets, market share, distribution channels, environmental/legal concerns </li></ul><ul><li>Filings per activity 8ks, 10ks… </li></ul><ul><li>No graphics </li></ul><ul><li>Searchable </li></ul><ul><li>May have President’s letter </li></ul><ul><li>Annual Reports </li></ul><ul><li>Audience: Stockholder </li></ul><ul><li>Audited </li></ul><ul><li>Management Philosophy </li></ul><ul><li>President’s letter CEO personality , company. Mood </li></ul><ul><li>Graphics may tell a story </li></ul><ul><li>Bad news may be downplayed </li></ul><ul><li>Can be SEC report . </li></ul>06/02/10
  11. 11. 06/02/10 Remote access for databases SU User Name & Password Now choose Business & Economics
  12. 12. 06/02/10 Start Here for Lemieux Library’s: Business and Economics Databases Tutorials Subject Guides
  13. 13. Exercise #1 <ul><li>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. </li></ul><ul><li>2.Which database will give you shares outstanding? Can you find dividends and monthly stock prices for your company </li></ul><ul><li>3. Check Morningstar, Value Line, One Source Global Business Browser (via Reference USA) for an Analyst Report </li></ul>06/02/10
  14. 14. <ul><li>Briefly: </li></ul><ul><li>Liquidity: How quickly </li></ul><ul><li>Assets can be turned </li></ul><ul><li>into $ </li></ul><ul><li>Leverage: Relationship between </li></ul><ul><li>Debt and equity </li></ul><ul><li>Activity: How is the company </li></ul><ul><li>Keeping costs down; how well </li></ul><ul><li>are assets utilized </li></ul><ul><li>Profitability: What remains after </li></ul><ul><li>All expenses are paid. </li></ul><ul><li>Need More Help with Definitions ? </li></ul><ul><li>Terminology Varies </li></ul><ul><li>Financial Strength can include both liquidity and profitability ratios </li></ul><ul><li>Profitability ratios = Management Effectiveness ratios </li></ul><ul><li>Activity ratios = Efficiency </li></ul><ul><li>Leverage ratios = Solvency= Debt </li></ul><ul><li>101 Business Ratios </li></ul><ul><li>Ref HF 5657.4 G38 1993 </li></ul>06/02/10
  15. 15. 06/02/10 From Callahan Syllabus Financial Ratios Calculator by UW Business Libraries http://www.lib.washington.edu/business/ratios/ratios_exp.html
  16. 16. <ul><li>COMPANY </li></ul><ul><li>DATABASES: </li></ul><ul><li>Lexis-Nexis (Company Dossier) </li></ul><ul><li>One Source Global Browser (Reference USA International Search) </li></ul><ul><li>S&P’s Net Advantage (Company Information Compustat Excel Analytics) </li></ul><ul><li>Mint Global </li></ul><ul><li>WEB: </li></ul><ul><li>Reuters. com </li></ul><ul><li>Yahoo! Finance </li></ul><ul><li>Zacks Investment Research </li></ul><ul><li>INDUSTRY </li></ul><ul><li>DATABASES/PRINT: </li></ul><ul><li>Dun & Bradstreet’s Key Business Ratios Ref HF 5681 R25 I5 </li></ul><ul><li>RMA AnnualStatement Studies (selective online via One Source Global Business Browser Industries via Reference USA </li></ul><ul><li>International Search ) Ref HF 5681 B2 R6 </li></ul><ul><li>WEB: </li></ul><ul><li>Reuters.com </li></ul><ul><li>Stocks Ratios </li></ul><ul><li>MSN.com. (Company Financial Results </li></ul>06/02/10
  17. 17. 06/02/10
  18. 18. Exercise #3 <ul><li>1. Find Company Ratios in either Lexis-Nexis Disclosure or One Source Global Business Browser (via Reference USA) </li></ul><ul><li>2. Find the industry ratios using Dun & Bradstreets Key Industry Ratios. </li></ul>06/02/10
  19. 19. Exercise #3 more… <ul><li>Go to Reuters.com and find the current and quick ratios for both your company and the industry. </li></ul><ul><li>Find an activity ratio in Lexis-Nexis Disclosure </li></ul>06/02/10
  20. 20. Time for a Break See you in 20 minutes <ul><li>NEXT: </li></ul><ul><li>Finding ARTICLES </li></ul><ul><li>For TRENDS, CORPORATE CULTURE & MARKETING </li></ul><ul><li>ALSO—CITING HINTS </li></ul>06/02/10
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