1. MRKT 434Marketing Research Finding Company Information Prof Ron Tatham, Spring 2010 Prof. Traci Welch Moritz Public Services Librarian/Assistant Professor Heterick Memorial Library
2. Some things to consider Not all company information is readily available Proprietary information Trade secrets Possible to get an overview and enough information so you can prepare for a job interview Resources shown today may not be available once you leave ONU Alternative resources may be available at your place of business or through your local public library
3. Things you’ll need to know Private or Public Parent or Subsidiary United States or International company
4. 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
5. Finding Company Information Company’s website Company’s annual report International directory of company history Business Source Complete (datamonitor report) Thomson Research (SEC, Edgar searchs) Hoovers (financials) Mergent (financials, SEC filings) Edgar online (SEC filings) S&P Netadvantage (financials, stock)
6. Tools for Company Information Annual reports http://www.zpub.com/sf/arl/arl-read.html Overview Histories Competitors Revenues, cash flow SWOT News and Views
7. Print Resources D&B Directory of Service Companies HML REFERENCE q338.7610002573 D111 2010 http://polar.onu.edu/record=b1332231~S7 D&B million dollar directory HML REFERENCE q338.740973 D11 2010 http://polar.onu.edu/record=b1273642~S7 Telephone books
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9. 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 competitors 9
10. Business Source Complete Articles for latest company news, reviews of company, commentaries non-journal content financial data case studies investment research reports market research reports industry reports country reports company profiles SWOT analyses
11. Company News Lexis Nexis Academic (fee) PR Newswire Company News On-Call CNNMoney.com Business Wire AJR NewsLink
12. 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
13. Hoover’s Online Good place to check if public or private, parent or subsidiary Company reports Industry information Market intelligence on both public and private companies Some free information available at Hoovers.com
14. Standard & Poor's Net Advantage http://www.bus.umich.edu/KresgeLibrary/Instruction/standard_and_poors_netadvantage_guide.pdf Company information market snapshot company quote equity indexes page S & P stock report economic calendar economic insight mutual funds S&P industry surveys for the US, Europe, Asia and Latin America
15. Other types of co info Stock information Mergent Online Value Line Investment Survey Standard & Poor's Net Advantage Company rankings Fortune Forbes Company philanthropy Foundation Directory
19. Free Resources Google, company sites, etc www.google.com Yahoo! Finance http://finance.yahoo.com List of Lists http://www.specialissues.com/lol/dispLOLIntro.cfm Rankings sources from the Library of Congress http://www.loc.gov/rr/business/company/rankings.html Researching Companies Online http://www.learnwebskills.com/company/
20. Additional Free Resources Thomas Register of American Manufacturershttp://www.thomasnet.com/ (free but must register) Public Register's Annual Report Service Linked In http://www.linkedin.com/
21. Fee based resources Dialog http://www.dialog.com/products/guide/ Hoovers (premium subscription) www.hoovers.com American Marketing Association www.marketingpower.com
22. Misc, info http://www.learnwebskills.com/company/ -- Resources listed are often not free but may be available through a 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_companies.html#company-research -- job seeking site but has some helpful information and links
23. HELP Email t-moritz@onu.edu IM 8a-12:30p M-F Ext. 2473 Reference desk most days 8a-12:30p Check out MRKT 431 Research Guide
