BUSI 3460U - Fall 2010 [complete]


Published on

Published in: Business, Technology
  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide
  • Business and the economy are well covered in the media
  • Use an organizer to keep track of your ideas, plan your research…
  • Use an organizer to keep track of your ideas, plan your research…
  • For all of these resources you’ll be prompted to log in
  • AND is important for two reasons: it helps you change your natural language search into a keyword search, and, it’s useful for narrowing or decreasing or refining your search results. First, let’s talk about how to use AND to change a natural language search into a keyword search : In some library databases if you type two or more words together, the database search engine searches for them as a phrase , even though you didn’t use quotes. So, for example, if you were looking for information about nurses who worked in the ICU unit, and you typed “ ICU nursing ”, in some databases, only records with the exact words typed in the exact order “ ICU nursing” would be retrieved. Often, it’s a better idea to SEPARATE the two concepts – “ intensive care” and “ nursing” . Tell the database search engine to retrieve ALL of the items with the required concept, “intensive care” or “ ICU” or “critical care”, and then review all of the items, AND display only the ones that have the additional required concept, “nurs$”, AND can also be used to refine your search results: If you find too many items, you need to either… select a narrower term, or tell the database search engine to look WITHIN the search results already retrieved, and ONLY display the items that contain the another important concept in our search. So…if lean manufacturing finds too much, either do your search again using a more specific term like Unified Lean Six Sigma , or narrow your search results to only include an additional concept, like lean manufacturing AND quality .
  • Using the Boolean Operator OR is another way to increase the number of items the search engine retrieves. If you want to find MORE use OR (MORE = OR) Because the library databases only search for the words that you enter – not synonyms - if you enter the wrong word, you won’t retrieve anything, or maybe not all of the items that would be useful. So…if you can think of synonyms for your search term, consider including all of them in your search strategy. If you re-do your search and use synonyms for your term, and you still don’t find very much, use a broader term. For example, if your original search was “coats or jackets or blazers”, and you didn’t retrieve anything, try a broader term like “clothes or clothing”.
  • The wildcard symbol increases the number of items retrieved. It is one of the most important search strategies you should ALWAYS use when searching library catalogues for books, or library indexes for articles in magazines, journals or newspapers. BTW…you don’t need to do this in Google, because Google has a great search engine. When you type a word like engineer in Google, it automatically retrieves all the words with the same root, and sometimes, it retrieves synonyms too.
  • What letters would you type, and where would you place the wildcard symbol, in order to tell the database search engine to find all these forms of the word engineer ?
  • You type the root of the word – the part of the word that is similar in every form of the word that is acceptable. In this example, all forms of the word include e-n-g-i-n-e-e-r . So, those are the only letters that you type. Include the wildcard symbol at the end of the root of the word. Remember!!! The wildcard symbol is usually almost always the STAR. However, it could be something else…in the UOIT library catalogue, the wildcard symbol is the dollar sign $
  • Here are some examples of phrases that should be placed in quotes… “ hockey night in Canada” “ Red River Rebellion” “ Order of Canada” “ Charter of Rights and Freedoms” These are all SINGLE concepts that are expressed with multiple words.
  • BUSI 3460U - Fall 2010 [complete]

    1. 1. Equities Research BUSI 3405U Kim Stymest, Business Librarian [email_address] 905.721.8668 x 2962
    2. 2. The Good…
    3. 3. The Bad… <ul><li>Business and the Economy well covered in media </li></ul><ul><ul><li>lots and lots of information </li></ul></ul><ul><ul><li>reliability/bias issues </li></ul></ul><ul><li>Overlap </li></ul><ul><li>Private companies (parent/subsidiary issues) </li></ul><ul><li>Complexity of sources </li></ul><ul><li>Reliability of sources </li></ul>
    4. 4. The Ugly…
    5. 5. You Need a Plan
    6. 6. Research Process Four Steps
    7. 7. Step One <ul><li>Nature and Extent </li></ul>
    8. 8. Choose Your Topic Wisely <ul><li>Public Companies </li></ul><ul><li>Canada </li></ul><ul><ul><li>Banks </li></ul></ul><ul><ul><li>Energy </li></ul></ul><ul><li>United States </li></ul><ul><ul><li>Automotive </li></ul></ul><ul><ul><li>Pharma </li></ul></ul><ul><ul><li>Airlines </li></ul></ul>
    9. 9. Recent News Abbott Laboratories Industry Info comparators Income Stmt/ Balance Sheet stock analysis Financial Drug Pipeline Management Team History, background, overview
    10. 10. Recent News Mergent, FPInfomart company website, Company profile, book news articles company website, proxy factiva, industry canada Abbott Laboratories Industry Info comparators Income Stmt/ Balance Sheet stock analysis Financial Drug Pipeline Management Team History, background, overview
    11. 11. Step Two <ul><li>Access Information Effectively and Efficiently </li></ul>
    12. 12. Library Homepage www.uoit.ca/library
    13. 13. Search Results…
    14. 14. Company Websites <ul><li>Company overview </li></ul><ul><li>Annual Report </li></ul><ul><li>Financial statements </li></ul><ul><li>News releases </li></ul><ul><li>Speeches </li></ul><ul><li>Product information </li></ul><ul><li>Management Team </li></ul><ul><li>and more…..(all from the company’s perspective) </li></ul>
    15. 15. Library Homepage Access your Subject Related Guides by clicking on Subject Guides
    16. 17. Company Research
    17. 18. Industry & Market Research
    18. 19. Economics
    19. 20. Company Research Databases <ul><li>Broadest Coverage </li></ul><ul><ul><li>Hoover’s </li></ul></ul><ul><ul><li>Business Source Complete </li></ul></ul><ul><li>Most In-depth </li></ul><ul><ul><li>Mergent (for US) </li></ul></ul><ul><ul><li>FPInfomart (for CAN) </li></ul></ul><ul><li>Filings </li></ul><ul><ul><li>SEC/EDGAR </li></ul></ul><ul><ul><li>SEDAR </li></ul></ul>
    20. 21. More Company Research Databases <ul><li>Additional Information </li></ul><ul><ul><li>Factiva – global news and company reports </li></ul></ul><ul><ul><li>GMID – market information </li></ul></ul><ul><ul><li>Industry Canada – industry information </li></ul></ul><ul><ul><li>Lexis-Nexis – a few analyst reports </li></ul></ul><ul><ul><li>DataStream </li></ul></ul>
    21. 22. Company Research
    22. 24. Hoover’s
    23. 25. Searching Abbott Laboratories
    24. 26. Searching Abbott Laboratories
    25. 28. Business Source Complete
    26. 29. Business Source Complete
    27. 30. Business Source Complete
    28. 31. Business Source Complete
    29. 32. SWOT Analysis available Full Text
    30. 33. Business Source Complete
    31. 34. Business Source Complete
    32. 35. Mergent Online
    33. 36. Mergent Online Note our choices already!
    34. 40. Mergent Online Over on the Right you can download this to Excel!
    35. 41. Mergent Online
    36. 42. Mergent Online
    37. 43. Mergent Online
    38. 44. Mergent Online
    39. 45. FP Infomart
    40. 47. FPinformart
    41. 48. FPinformart
    42. 49. FPinformart
    43. 52. FPinformart
    44. 54. Factiva
    45. 55. Factiva
    46. 56. 3,334 hits!
    47. 66. Factiva
    48. 67. Factiva
    49. 68. Factiva
    50. 69. Factiva
    51. 70. Factiva
    52. 75. Government Filing Sites SEDAR EDGAR
    53. 76. Company Research Filings are done to a government department (the SEC), so the link is in the “Government” section of the subject guide
    54. 77. Government Information, Legislation and Legal Cases
    56. 86. Government Information, Legislation and Legal Cases
    57. 87. Securities & Exchange Commission
    58. 88. Searching in EDGAR
    59. 89. You could also search by the company’s ticker symbol to search for its filings
    60. 90. Searching in EDGAR
    62. 93. Industry & Market Research
    63. 94. Global Market Information Database (GMID)
    64. 102. Industry Canada www.ic.gc.ca
    65. 106. Economic Information <ul><li>Bank of Canada </li></ul><ul><li>Federal Reserve </li></ul><ul><li>National Bureau of Economic Research </li></ul><ul><li>Bureau of Labor Statistics </li></ul><ul><li>Economist Intelligence Unit (EIU) </li></ul><ul><li>Conference Board of Canada </li></ul>
    66. 107. Economics
    67. 108. Bank of Canada www.bankofcanada.ca
    68. 110. The Fed (USA) www.federalreserve.gov
    69. 112. National Bureau of Economic Research www.nber.org
    70. 114. Bureau of Labor Statistics www.bls.gov
    71. 116. Economist Intelligence Unit
    72. 118. Searching for Articles
    73. 119. News & Current Affairs
    74. 120. News & Current Affairs
    75. 121. Company News Searching: Hints <ul><li>Getting too many results? </li></ul><ul><li>Try: </li></ul><ul><ul><li>Limiting by date </li></ul></ul><ul><ul><li>Searching head/lead when the option’s available </li></ul></ul><ul><ul><li>Searching specific company issues </li></ul></ul><ul><ul><ul><li>follow-up on a press release </li></ul></ul></ul><ul><ul><li>Limiting sources </li></ul></ul><ul><ul><ul><li>weed out press releases </li></ul></ul></ul><ul><ul><li>Using phrase searching (eg. “general motors”) </li></ul></ul>
    76. 122. Company News Searching: Hints <ul><li>Getting too few results? </li></ul><ul><li>Try some of these tricks: </li></ul><ul><ul><li>Expand the dates </li></ul></ul><ul><ul><li>Search in full text </li></ul></ul><ul><ul><li>Expand your keywords </li></ul></ul><ul><ul><ul><li>synonyms </li></ul></ul></ul><ul><ul><ul><li>alternate name forms (General Motors versus GM) </li></ul></ul></ul><ul><ul><ul><li>parent/subsidiary </li></ul></ul></ul><ul><ul><li>Expand your sources </li></ul></ul>
    77. 123. Keyword Searching Refresher?? Slides here for reference only; this topic will not be covered in class.
    78. 124. Constructing a Keyword Search <ul><li>AND </li></ul><ul><li>OR </li></ul><ul><li>$,* </li></ul><ul><li>“ ” </li></ul>
    79. 125. Boolean Operator AND <ul><li>records must include BOTH concepts </li></ul><ul><li>use “and” between required concepts </li></ul>AND LESS avian flu AND vaccine
    80. 126. Boolean Operator OR <ul><li>records must include EITHER concept </li></ul><ul><li>use “or” between synonyms </li></ul><ul><li>enclose synonyms in brackets </li></ul>OR MORE
    81. 127. Wildcard Symbol <ul><li>Rather than : </li></ul><ul><ul><li>engineer or engineers or engineered or engineering </li></ul></ul><ul><li>Use the root of the word plus the wildcard symbol to find all variations of the word </li></ul><ul><li>Here’s how…. </li></ul>
    82. 128. Shorten the words to the last common letter… E N G I N E E R E N G I N E E R S E N G I N E E R I N G E N G I N E E R E D
    83. 129. Watch out! Each database has it’s own wildcard symbol $ ? ! * are the most common… Use the wildcard symbol on the end of the word root: E N G I N E E R E N G I N E E R S E N G I N E E R I N G E N G I N E E R E D E N G I N E E R *
    84. 130. Quotation Marks <ul><li>Search: Hockey Night In Canada </li></ul><ul><ul><li>retrieves: A day and night in the life of Canada , by John Hockey . </li></ul></ul><ul><li>Better Search: </li></ul><ul><ul><li>“ Hockey Night in Canada” </li></ul></ul><ul><ul><ul><li>retrieves only the specific phrase </li></ul></ul></ul>
    85. 131. Step Three <ul><li>Analyze and Evaluate </li></ul>
    86. 132. Analyzing Business Sources <ul><li>Some important things you’ll need to be thinking about </li></ul>Timeliness Reliability Bias Geography Perspective Source Purpose
    87. 133. The lies that PR people tell are usually lies of omission rather than outright falsehoods. Eric Sparling Author of “Confessions of a Former Spin Doctor” http://www.prwatch.org/prwissues/2000Q2/sparling3.html
    88. 134. Step Four <ul><li>Present </li></ul><ul><li>According to your Professor’s Instructions </li></ul>
    89. 135. Kim Stymest Business Librarian [email_address]