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BIZ 2401 Finding Company Info


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BIZ 2401 Finding Company Info

  1. 1. BIZ 2401 and the LibraryWorld of resources at your fingertips Traci Welch Moritz Public Services Librarian/Assistant Professor Heterick Memorial Library
  2. 2. Goals for Today 1. Review of library information systems 2. Using Boolean Indicators 3. Specific tools for accessing company information
  3. 3. Research Guide
  4. 4. Boolean Logic • AND -- default, narrows and defines • OR -- broadens search • NOT -- narrows search • + , “”, - -- other indicators • • b/Guides/Internet/Boolean.pdf
  5. 5. Accessing Resources Click on Databases
  6. 6. Accessing Resources Choose Business
  7. 7. Library Class #2Finding Company Information • Company’s website • Company’s annual report • International directory of company history • Lexis Nexis Finding Company Information • Business Source Complete (datamonitor report) • Thomson Research (SEC, Edgar searchs) • Hoovers (financials) • Edgar online (SEC filings) • S&P Netadvantage (financials, stock)
  8. 8. Tools for CompanyInformation• Annual reportsTips for reading an annual report• Public Register• Annual Reports Library• Annual Report Resource Center• WSJ Annual Reports• CAROL
  9. 9. Other CompanyInformation Overview Histories Competitors Revenues, cash flow SWOT News and Views
  10. 10. Glossary of Terms• Ticker “modern letter-only ticker symbols were developed by Standard & Poors (S&P) to bring a national standard to investing”• CIK -- Central Index Key, number given to an individual or company by the SEC• SIC --standard industrial classification system, classification of businesses and business units by type of economic activity• NAICS -- North American Industry Classification System, replaces SIC• DUNS -- industry standard for keeping track of the worlds businesses• Private Company -- ownership is private• Public Company -- company that has permission to offer its registered securities (stock, bonds, etc.) for sale to the general public, typically through a stock exchange• Subsidiary -- Controlled/owned by a “parent” company
  11. 11. Print Resources Dun’s Directory of D&B million Service dollar directory Companies HML HML REFERENCE REFERENCE q338.740973 q338.7610002573 D11 2010 D111 2010 Telephone books
  12. 12. International Directory of Company Histories •IMMEDIATE ACCESS TO MORE THAN 8,500 COMPANIES •Learn the complete background and history of a company • Research merger and acquisition activity over time •Determine the impact of particular sales and marketing campaigns •Ascertain the effectiveness ofHML REFERENCE executiveq338.7409 I61 v.1 Leadership 12
  13. 13. International Directory of Company HistoriesEach three- to five-page entry is meticulously crafted with facts gathered from popular magazines, academic periodicals, books, annual reports, archives of the companies themselves and much more. Peppered with statistics, dates and names of key players, entries contain information on: • Founders • Expansions and strategies • Labor/management actions • Stock exchanges, ticker symbols and industries • Principal subsidiaries, divisions, operating units and competitors 13
  14. 14. Lexis-Nexis
  15. 15. Lexis-Nexis
  16. 16. Lexis-Nexis
  17. 17. Lexis-Nexis Resources used to obtain various types of information
  18. 18. Business SourceComplete
  19. 19. Business SourceComplete Be sure to unclick “suggest subject terms!
  20. 20. Business SourceComplete
  21. 21. Business SourceComplete
  22. 22. Business SourceCompletenon-journal content• financial data • industry reports• case studies • country reports• investment research • company profiles reports • SWOT analyses• market research reports
  23. 23. Hoovers• Company reports• Industry information• Market intelligence on both public and private companies
  24. 24. Thomson Research• Provides access to real-time and historical SEC EDGAR filings, including as-filed HTML documents, and foreign exchange filings.• Includes more than 3.4 million research reports, with an average of 3,000 new reports added each business day.• Provides full-text keyword searching of SEC EDGAR filings and spreadsheet-ready financials..• Must know company name or ticker
  25. 25. S&P NetAdvantage on/standard_and_poors_netadvantage_guide.pdfCompany information • economic insight• market snapshot • mutual funds• company quote • S&P industry• equity indexes page surveys for the• S & P stock report US, Europe, Asia and Latin• economic calendar America
  26. 26. EDGAR search.html
  27. 27. Business News • Business Wire (free registration required) • Economic News Releases (Bureau of Labor Statistics) • CNNMoney • Corporate Financials Online • Yahoo Finance News • Wall Street Journal • New York Times • Local newspapers • Newslink
  28. 28. Other types of co info Stock information Company philanthropy • Mergent Online Foundation Directory • Value Line Investment Survey • Standard & Poors Net Advantage Company rankings • Fortune • Forbes
  29. 29. Misc, info • -- Resources listed are often not free but may be available through the library, ie. Hoover’s Online • bin/sssd/naics/naicsrch?chart=2007 -- help finding SIC and NAICS numbers • nies.html#company-research -- job seeking site but has some helpful information and links
  30. 30. End of Library Class #2 • Questions? – Email – IM 8a-12:30p M-F – Ext. 2473 – Reference desk most days 8a-12:30p