intro to company & industry research
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Intro to Company & Industry Research. Shana Gass , MSLS [email protected] Reference Librarian Cook Library Towson University September 2009. Why Company & Industry Research?. What would you want to know? Which sources would you consult to find out?. - PowerPoint PPT PresentationTRANSCRIPT
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Intro to Company & Industry ResearchShana Gass, [email protected] LibrarianCook LibraryTowson UniversitySeptember 2009
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Why Company & Industry Research?
• What would you want to know?
• Which sources would you
consult to find out?
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LexisNexis Academic Company Dossier• Smorgasbord of company information• Background, business description,
competitors, financials, news, law cases, patents!!
• Custom reportCook Library Database
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Also in Lexis Nexis: Hoover’s In-Depth Company Profiles• Public & private, US & International• Financials, personnel, subsidiaries• History & Recent happenings• Updated frequently
In LexisNexis Academic, Cook Library Database
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Company Web Site: Annual Report• Means of communicating with shareholders• Annual 10-K req’d by SEC & includes detailed
financials• Where to find Annual Reports:
• Company web site: Investor Relations• LexisNexis Academic > Business
• Key section: Letter to Shareholders, Management’s Discussion & Analysis
• Learn about:• Biz details, Strategy, Competition• Financials• Lawsuits, shareholder action• How company wants to present itself
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Company Web Site:Annual Report• Communication w/shareholders• SEC official filing: Annual 10-K includes additional
financials, fewer glitzy graphics• Key sections of AR: Letter to Shareholders,
Management’s Discussion & Analysis* (*this also in 10-K)
• Learn about:• Biz details, Strategy, Competition, Risks• Financials• Lawsuits, shareholder action
Look for link to Investors
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Industry Associations• Represent the industry – members are
companies• Can be regional, national, international• Goldmine of info: news, statistics, advocacy• Strategy: Identify a relevant industry association
and mine its web site• Tips: try a directory (ex: Gateway to Associations) or a
Google Search: [industry name] association OR organization
• NB: They also publish trade publications & are quoted as authorities in newspaper articles
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ValueLine• Industry & Company Information• Investment perspective• Financials & Stock performance• Analysis• Ranking of companies & industries
Timeliness = how well VL analyst thinks stock will perform in next 6-12 mos. 1 is the best
Safety = VL’s measure of volatility1 is the least volatile
Cook Library Database
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Datamonitor SWOTs & Industry Profiles
• In Business Source Complete• Steps:
Do a simple search for company or industry
• Under narrow by source…click on …SWOT Analyses…Industry Profiles
• Datamonitor reports embargoed for academic market – may be a bit old
In Cook Library Database
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Standard & Poor’s NetAdvantage – Industry Surveys• Environment• Trends• How the industry operates• How to analyze the industry• Financials for leading companies• Sources of Industry info
Industry publications Trade organizations
Cook Library Database
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Questions?…feel free to contact me!
Shana Gass (410) 704-2395 [email protected] *preferred
Or any reference librarian:
Cook Library Web Site > Ask a Librarian for options