biz 2401 and the library 2
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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
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• 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 [email protected]
[email protected]–ext. 2473 or 2185–Reference desk most days 8-noon,
Thursday evenings 6-9pm