biz 2401 and the library 2

BIZ 2401 and the Library

World of resources at your fingertips

Traci Welch MoritzPublic Services Librarian/Assistant Professor

Heterick Memorial Library

Goals for Today

1. Review of library information systems

2. Using Boolean Indicators3. Specific tools for accessing

company information

Research Guide

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

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

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

Other Company Information

OverviewHistoriesCompetitors

Revenues, cash flowSWOTNews and Views

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

Print Resources

Dun’s Directory of Service Companies

HML REFERENCE q338.7610002573 D111  2010  

D&B million dollar directory

HML REFERENCE q338.740973 D11  2010  

Telephone books

International Directory of Company Histories

10

• IMMEDIATE ACCESS TO MORE THAN

8,500 COMPANIES• Learn the complete background andhistory of a company• Research merger and acquisition

activityover time• Determine the impact of particular

salesand marketing campaigns• Ascertain the effectiveness of

executiveLeadership

HML REFERENCE q338.7409 I61  v.1

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

competitors

Accessing Resources

Click on Databases

Accessing Resources

Choose Business

Business Source Complete

non-journal content

• financial data• case studies• investment research

reports• market research

reports

• industry reports• country reports• company profiles• SWOT analyses

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

Lexis-Nexis

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

Hoovers

• New interface• Company reports• Industry information • Market intelligence on both public

and private companies

PrivCo

S&P NetAdvantage

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

http://www.bus.umich.edu/kresgelibrary/downloads/instruction/standard_and_poors_netadvantage_guide.pdf

EDGAR

http://www.sec.gov/edgar/searchedgar/companysearch.html

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

Other types of co info

Stock information• Value Line Investment

Survey• Standard & Poor's Net

Advantage

Company rankings• Fortune• Forbes

Company philanthropy

Foundation Directory

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_companies.html#company-research -- job seeking site but has some helpful information and links

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