1. BIZ 2401 and the Library
World of resources at your fingertips
Traci Welch Moritz
Public Services Librarian/Assistant Professor
Heterick Memorial Library
2. Goals for Today
1. Review of library information
systems
2. Using Boolean Indicators
3. Specific tools for accessing
company information
4. Boolean Logic
• AND -- default, narrows and defines
• OR -- broadens search
• NOT -- narrows search
• + , “”, - -- other indicators
• http://internettutorials.net/boolean.asp
• http://www.lib.berkeley.edu/TeachingLi
b/Guides/Internet/Boolean.pdf
5. Library Class #2
Finding Company Information
• Company’s website
• Company’s annual report
• International directory of company history
• Business Source Complete (MarketLine report)
• Lexis-Nexis Academic
• Thomson Research (SEC, Edgar searches)
• Hoovers (financials)
• Edgar online (SEC filings)
• S&P Netadvantage (financials, stock)
• PrivCo
6. Tools for Company
Information
• Annual reports
Tips for reading an annual report
• Public Register
• Annual Reports Library
• Annual Report Resource Center
• WSJ Annual Reports
• CAROL
8. Glossary of Terms
• Ticker “modern letter-only ticker symbols were developed by Standard & Poor's
(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 world's 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
9. 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
10. 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 of
HML REFERENCE
executive
q338.7409 I61 v.1
Leadership 10
11. International Directory of Company
Histories
Each 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
11
14. Business Source
Complete
non-journal content
• financial data • industry reports
• case studies • country reports
• investment research • company profiles
reports
• SWOT analyses
• market research
reports
15. Business Source Complete
• Academic and popular
articles about the
profession
• Includes more private
companies but still
leans heavily towards
US companies which
are publically held
17. 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
18. Hoovers
• New interface
• Company reports
• Industry information
• Market intelligence on both public
and private companies
20. S&P NetAdvantage
http://www.bus.umich.edu/kresgelibrary/downloads/instructi
on/standard_and_poors_netadvantage_guide.pdf
Company 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
21. EDGAR
http://www.sec.gov/edgar/searchedgar/company
search.html
22. 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
23. Other types of co info
Stock information Company philanthropy
• Value Line Investment Foundation Directory
Survey
• Standard & Poor's Net
Advantage
Company rankings
• Fortune
• Forbes
24. Misc, info
• http://www.learnwebskills.com/company/ --
Resources listed are often not free but may be
available through the library, ie. Hoover’s Online
• http://www.census.gov/cgi-
bin/sssd/naics/naicsrch?chart=2007 -- help
finding SIC and NAICS numbers
• http://www.quintcareers.com/researching_compa
nies.html#company-research -- job seeking site
but has some helpful information and links
25. End of Library Class #2
• Questions?
– Email t-moritz@onu.edu
reference@onu.edu
– ext. 2473 or 2185
– Reference desk most days 8-
noon, Thursday evenings 6-9pm
