1 / 12

Intro to Company & Industry Research

Intro to Company & Industry Research. Shana Gass , MSLS sgass@towson.edu 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?.

stamos
Télécharger la présentation

Intro to Company & Industry Research

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Intro to Company & Industry Research Shana Gass, MSLS sgass@towson.edu Reference LibrarianCook Library Towson University September 2009

  2. Why Company & Industry Research? • What would you want to know? • Which sources would you consult to find out?

  3. LexisNexis Academic Company Dossier • Smorgasbord of company information • Background, business description, competitors, financials, news, law cases, patents!! • Custom report Cook Library Database

  4. 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

  5. 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

  6. Company Web Site:Annual Report Look for link to Investors • 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

  7. IndustryAssociations • 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

  8. 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

  9. 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

  10. 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

  11. More Research Tips! • http://pages.towson.edu/sgass/courses

  12. Questions? …feel free to contact me! Shana Gass (410) 704-2395sgass@towson.edu*preferred Or any reference librarian:Cook Library Web Site > Ask a Librarian for options

More Related