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LIBR 539G Business Reference, February 2007

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LIBR 539G Business Reference, February 2007

  1. 1. LIBR 539G Business Reference, February 2007
  2. 2. Categories of business research <ul><li>Company </li></ul><ul><li>Industry </li></ul><ul><li>Business and economic statistics </li></ul><ul><li>Marketing research </li></ul><ul><li>Financial analysis and accounting </li></ul><ul><li>Etc. </li></ul>
  3. 3. Company Research – Reasons <ul><li>Develop business/ sales/ marketing prospects </li></ul><ul><li>Research suppliers/ vendors/customers </li></ul><ul><li>Search for jobs </li></ul><ul><li>Identify venture capital funding sources </li></ul><ul><li>Benchmark competitors </li></ul><ul><li>Study stocks, investments </li></ul><ul><li>Research potential merger, stock offering </li></ul>
  4. 4. Company Research Types <ul><li>Specific company (news, financials, products, services, etc.) </li></ul><ul><li>Companies in an industry </li></ul><ul><li>Directory information, lists </li></ul>
  5. 5. Industry Research – Reasons <ul><li>Benchmark information </li></ul><ul><li>Prepare a business plan </li></ul><ul><li>Promote regional economic development </li></ul><ul><li>Search for a job </li></ul><ul><li>Invest </li></ul><ul><li>Research trade issues </li></ul><ul><li>Learn about industry innovations, news </li></ul><ul><li>Study specific issues such as logistics, finance </li></ul>
  6. 6. Industry Research Types <ul><li>Overview of a single industry </li></ul><ul><li>Comparison of industries </li></ul><ul><li>Companies within industry </li></ul><ul><li>Industry economics </li></ul>
  7. 7. Business Economics Research- Reasons <ul><li>Carry out local government planning </li></ul><ul><li>Prepare business forecast </li></ul><ul><li>Prepare business plan </li></ul><ul><li>Assess market, consumers, market trends </li></ul><ul><li>Research labour issues </li></ul><ul><li>Plan production levels, strategies </li></ul>
  8. 8. Economic Statistics - Sources <ul><li>Government statistics </li></ul><ul><li>NGO statistics </li></ul><ul><li>Industry association statistics </li></ul><ul><li>Financial statistics from banks, investment banks </li></ul><ul><li>Commercial vendor data </li></ul><ul><li>Data about consumers and market research </li></ul>
  9. 9. Business Economic Statistics
  10. 10. Other kinds of business reference <ul><li>Finance </li></ul><ul><li>Organizational Behaviour </li></ul><ul><li>Human Resources/ Industrial Relations </li></ul><ul><li>Operations and logistics </li></ul><ul><li>Marketing </li></ul><ul><li>Strategy </li></ul>
  11. 11. Finance <ul><li>Corporate accounts (balance sheet, etc.) </li></ul><ul><li>Financial ratios </li></ul><ul><li>Corporate securities </li></ul><ul><li>Venture capital finance </li></ul><ul><li>Corporate valuation </li></ul>
  12. 12. OBHR (Organizational behaviour and human resources) <ul><li>OB issues – behaviour of people in organizations, intercultural communication, etc. </li></ul><ul><li>HR issues – staffing, compensation, absenteeism, recruiting, motivation, etc. </li></ul><ul><li>IR issues – wages and salaries, benefits, strikes and lockouts, union agreements, etc. </li></ul>
  13. 13. Marketing <ul><li>Market research (primary and secondary) </li></ul><ul><ul><li>Consumer behaviour </li></ul></ul><ul><ul><li>Consumer demographics </li></ul></ul><ul><li>Marketing techniques, trends </li></ul><ul><li>Competitive environment (production, sales, competition) </li></ul>
  14. 14. Operations & Logistics <ul><li>Corporate logistics strategies </li></ul><ul><li>Manufacturing production operations </li></ul><ul><li>Efficiency measures and quality control </li></ul><ul><li>Inventory management </li></ul><ul><li>Distribution channels, warehousing </li></ul><ul><li>Transportation </li></ul>
  15. 15. Company Research
  16. 16. Company Research - Directories <ul><li>Lam Library Company Subject Guide </li></ul><ul><li>Business in Vancouver’s Book of Lists </li></ul><ul><li>BC Manufacturer’s Directory </li></ul><ul><li>Strategis Canadian Company Capabilities </li></ul><ul><li>Hoover’s Company Records </li></ul><ul><li>Mergent Online </li></ul>
  17. 17. Lam Library Company Research Guide
  18. 18. BIV Book of Lists <ul><li>Top companies by industry in Vancouver </li></ul><ul><li>Includes private companies </li></ul><ul><li>Lists key executives, revenues </li></ul><ul><li>Ranks companies by revenues </li></ul><ul><li>Lists key products </li></ul>
  19. 19. BC Manufacturers Directory <ul><li>http://www.made-in-bc.ca / </li></ul>
  20. 20. Strategis <ul><li>http:// www.strategis.ic.gc.ca / </li></ul>
  21. 21. Strategis, cntd. 7139
  22. 22. Time for a 5-minute break
  23. 23. Company Financials (more next week) <ul><li>Mergent Online </li></ul><ul><li>US & international public company database with features that allow comparing companies and exporting data into Excel. Also contains data on companies that were acquired, went bankrupt, liquidated or merged out of existence from 1995 forward. </li></ul>
  24. 24. Corporate financial statements <ul><li>To gain a basic understanding of corporate financial statements, Google “how to read a balance sheet” </li></ul><ul><li>See, for example: </li></ul><ul><li>http://www.investopedia.com/articles/04/031004.asp </li></ul>
  25. 25. Corporate filings <ul><li>Public companies are required to file public documents to allow investors, shareholders to research the stock </li></ul><ul><li>Canada – www.sedar.com </li></ul><ul><li>US – www.sec.gov </li></ul>
  26. 26. Investment analysts’ opinions <ul><li>Investext Plus </li></ul><ul><ul><li>database of reports by financial analysts </li></ul></ul><ul><ul><li>CFA’s work at investment banks, eg, Morgan Stanley </li></ul></ul><ul><ul><li>generally only a bank’s investment clients have access to its analysts’ reports </li></ul></ul>
  27. 27. Free company resources <ul><li>biz.yahoo.com </li></ul><ul><li>zacks.com (partially free) </li></ul><ul><li>hoovers.com (partially free) </li></ul><ul><li>etc. </li></ul>
  28. 28. Corporate news <ul><li>Many free sources are easily available </li></ul><ul><li>Corporate websites ist press releases and some news items </li></ul><ul><li>Licensed sources still very useful </li></ul><ul><li>Eg, ABI/Inform, Business Source Premier EBSCO), Factiva, Lexis Nexis </li></ul>
  29. 29. Industry research <ul><li>Market value (industry revenues) </li></ul><ul><li>Employees </li></ul><ul><li>Market segments </li></ul><ul><li>Market share (by company) </li></ul><ul><li>Competitive landscape </li></ul><ul><li>Companies </li></ul><ul><li>Outlook </li></ul>
  30. 30. Industry research sources <ul><li>Governments and NGO’s </li></ul><ul><li>Industry associations </li></ul><ul><li>Private vendors (eg, Datamonitor, Standard & Poor’s, Mergent, Freedonia, Frost & Sullivan) </li></ul>
  31. 31. Industry research - Datamonitor <ul><li>Datamonitor industry reports are available directly from Datamonitor or through aggregators such as Business Source Premier </li></ul><ul><li>Basic industry profile </li></ul><ul><li>How would you expand this? </li></ul>
  32. 32. Industry Research - Factiva <ul><li>Dow Jones/Reuters database </li></ul><ul><li>Business news, company news and profiles </li></ul><ul><li>Multilingual </li></ul><ul><li>Global </li></ul>
  33. 33. Specialized database - FOMAD <ul><li>Bibliographic database; abstracts often offer data </li></ul><ul><li>Detailed analyses of international food and drink markets </li></ul><ul><li>Key market players, new product launches, consumer attitudes, retail trends, company news </li></ul><ul><li>Key market and company information, sales, market share, consumer trends, advertising spends, production and trade statistics, industry developments worldwide </li></ul>
  34. 34. Industry research - OECD <ul><li>OECD is an NGO statistical agency </li></ul><ul><li>UBC database: Source OECD </li></ul><ul><li>books, journals, statistical series and databases originating from the Organisation for Economic Co-operation and Development </li></ul>
  35. 35. Industry research - PerformancePlus <ul><li>interactive on-line financial performance tool to firms determine how they measure up to the competition </li></ul><ul><li>allows users to enter company's financial data and compare it to industry averages </li></ul><ul><li>assists business owners in making sound operational decisions </li></ul>
  36. 36. Industry research – Library Guides <ul><li>David Lam Library – Food Manufacturing Subject Guide </li></ul><ul><li>Will lead user to sources such as US Department of Agriculture, Foreign Agricultural Service </li></ul>
  37. 37. Your industry project <ul><li>Create an online subject guide to an industry (choose from list on handout) </li></ul><ul><li>Use some or all of the categories we’ve discussed (also listed on handout) </li></ul><ul><li>Can include UBC-licensed resources and freely available sources </li></ul><ul><li>Goal: quality not quantity </li></ul>

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