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BUSI 3460U - Fall 2010 [complete]

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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
  55. 85. EDGAR (SEC DOCUMENTS SEARCH)
  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
  61. 92. MARKET AND INDUSTRY INFORMATION
  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]

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