wednesday, september 11, 2013 · overview of what your company profile consists of, click...

Wednesday, September 11, 2013

Slide 1 Slide notes Infomart is a database used to find Canadian company financials.

Slide 2 Slide notes Infomart, formerly known as FP Infomart, provides detailed corporate and investment data on Canadian public and private companies. The databases this tutorial will specifically cover are, FP Corporate Analyzer, and FP Corporate Surveys.

- FP Corporate Surveys delivers detailed corporate and investment records on all publicly traded, and selected private Canadian companies.

- FP Corporate Analyzer reports offer immediate access to highly demanded facts and figures. This consists of current financial statistics, and share price information for Canada’s top 1,500 publicly traded companies.

Please take note: A limited number of simultaneous users may access this database. Log out as soon as you have finished using this database.


Slide 3 Slide notes Here are some characteristics of public and private companies:

- Public companies generally issue securities which are traded on the open market, and must meet stringent reporting requirements set out by securities commissions or authorities.

- Private companies on the other hand, do not issue shares that are publicly traded and as such are not mandated by securities commissions or authorities to report their financial and company information publicly. Also, private companies typically display limited self-reported company information.

Slide 4

Slide notes At this point we will proceed to learn more about how to conduct a Private Canadian Company Search, by using FP Corporate Surveys.


Slide 5

Slide notes: When navigating

through the Laurier Library website,

to access business databases click

"Research Materials."

Slide 6

Slide notes: This will open a drop-

down menu that will provide the

link to "Databases." Click this link.


Slide 7

Slide notes: This will automatically

navigate you to the "Databases"

page, by default the databases are

organized "By Subject." From the

menu, select "Business."

Slide 8

Slide notes: You will automatically

navigate to a page containing main

business databases as well as

other useful databases, in

alphabetical order, that could assist

you in conducting your research.

Slide 9

Slide notes: Select the database

that appeals to the research you are

conducting. In this instance, we will

select the "Infomart" database.


Slide 10

Slide notes When accessing Infomart through the library database, you will be automatically led to the Infomart homepage. Here, we will be conducting a search for a private Canadian company using "FP Corporate Surveys." "Corporate Surveys" is listed as one of the options under "FP Advisor."

Slide 11

Slide notes As you can see, there are many options available to specify your search. A search can be conducted by entering a “Company Name” in this search box, and/or “Stock Ticker Symbol”. You also have the choice to generate a list of results of private and/or public companies, using the selected options.


Slide 12

Slide notes For this example, we will choose to proceed with carrying on a search by “Company Name.” In this instance, we will type “Sun Life Assurance Company of Canada” in the search box.

Slide 13

Slide notes And click “Search.”


Slide 14

Slide notes As you can see here, you have just navigated to a separate page which displays your “Search Results.” By clicking the company name, you can proceed to view your results on a separate web page.

Slide 15

Slide notes Here is the financial information of the company of your choice: “Sun Life Assurance Company of Canada.” To receive a brief overview of what your company profile consists of, click “Document Navigation.”


Slide 16

Slide notes A drop-down table of contents will appear that lists the various sections of the company profile.

Slide 17

Slide notes You may notice there is a lack of financial information as compared to a profile of public company, as stated previously. This is due to the fact that this is a private company. Private companies do not issue shares that are publicly traded, and as such are not mandated to report their financials and company information publicly. If you like, you can jump to sections of the report, through clicking titles of the various sections.


Slide 18

Slide notes Or, we can simply proceed to scroll through the company profile obtained. Information found in private company profiles may vary. As you can see here, “Quick Reference Data” is visible at the top of the page.

Slide 19

Slide notes “Sun Life Assurance Company of Canada’s” Financial Statistics are visible at the bottom of the page. This table shows a comparison of "Financial Statistics" from last year, and this year, in the thousands. Below this table, there is a “Historical Summary,” which shows a snapshot of the “Total Revenue” of your chosen company annually, from 2008 to 2012.


Slide 20

Slide notes If perhaps at this point you choose to download the “Financial Statistics” that you have obtained through your search, click the link below the subheading titled “Download to Excel,” which will open an excel file that contains your results.

Slide 21


Slide 22

Slide notes At this point, you can choose to save or print your results.

Slide 23

Slide notes

If perhaps you would like to obtain

the “Printer Friendly” version of the

entire web document, you can

navigate back to your company

profile, and click the “Printer

Friendly” option in the top right

corner of your screen.


Slide 24

Slide 25

Slide notes At this point we will proceed to learn more about how to conduct a Public Canadian Company Search, by using FP Corporate Analyzer.


Slide 26

Slide notes When accessing Infomart through the library database, you will be automatically led to the Infomart homepage. Here we will be conducting a search for a public Canadian company using "FP Corporate Analyzer." "Corporate Analyzer” is listed as one of the options under "FP Advisor."

Slide 27

Slide notes As you can see here, you have the option of conducting a search using “Company Name,” or “Ticker Symbol.” In this instance, we will proceed to search for a publicly traded Canadian company using “Company Name.” For this example, we will use “The Toronto-Dominion Bank.” And click “Search.”


Slide 28

Slide notes As you can see here, you have just navigated to a separate page which displays your “Search Results.” By clicking the company name, you can proceed to view your results on a separate web page.

Slide 29 Slide notes You now have immediate access to current financial statistics, and share price information for your chosen publicly traded Canadian company, which in this case is “The Toronto-Dominion Bank.” To receive a brief overview of what your search results consist of, click “Document Navigation.”


Slide 30

Slide notes A drop-down table of contents will appear that lists the various sections of the company profile. If you like, you can jump to sections of the report by clicking titles of the various sections or you can scroll through the data obtained. As you can see here, the “Share Price Statistics” of TD Bank is visible at the top of the page. Followed by, "Current Operations," "Long-Term Debt," "Consolidated Balance Sheet," "Consolidated Statement of Income," and "Consolidated Statements of Cash Flow," including other valuable financial information.

Slide 31

Slide notes Let's jump to the "Consolidated Balance Sheet."


Slide 32 Slide notes If you are interested in downloading these financials, you can only proceed to do this, section by section. In this instance, we will select the “Consolidated Balance Sheet.”

Slide 33


Slide 34

Slide notes At this point, you can choose to save or print your results.

Slide 35 Slide notes If perhaps you would like to obtain the “Printer Friendly” version of the entire web document, you can navigate back to your company profile, and click the “Printer Friendly” option, in the top right corner of your screen.


Slide 36

Slide 37 Slide notes You have just learned how to use Infomart to find Canadian private and/or public company financial facts and figures. If you would like more information, please visit the Business subject page on the Laurier Library website, at www.library.wlu.ca/subject/business and click the Company Research Tab

http://www.library.wlu.ca/subject/business

wednesday, september 11, 2013 · overview of what your company profile consists of, click...

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