BIZ 2401 Finding Company Information

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 (datamonitor report)• Hoovers (financials)• Edgar online (SEC filings)• S&P Netadvantage (financials, stock)• PrivCo• WARC

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

Discovery Layer

• A Discovery Layer sits on top of all the library resources and allows users to access a majority of the information available on one topic with one search.

• Think of it as the roof on a house.

What is it?

• Natural language searching

• Encourage better or more sophisticated searching

• Search across all local content

• Quicker results

Why did we get it?

What it isn’t• A replacement for the current catalog

• A ready made index to all databases content

• The cure for getting people to use the catalog or the way to get people to use the rest of your library website

• Googlization of library resources, although it may seem like this to some

Current search methods

Reference resources

Databases Others…• Newspapers• eBooks• Websites• Government

publications

Catalog

Caveats

• Does not bring up results from all resources we have

available

• Learning curve

• Truly not the best for all research questions

SEARCH

What is included?

• POLAR• Article-level searching for all EBSCO

databases• Article-level searching for a variety of other

databases: JSTOR, Hoover’s, AccessPharmacy, etc.

• Title-level searching for most other databases: IEEE, CIAO, Proquest Nursing & Allied Health

• OhioLink central catalog

Results: Full Text, Polar

Results: OhioLink

Results: Find It @ ONU

Results: ILL

Facets: Limit Your Results

Things to Remember

• Facets are your Friend: After you search, limit your results to what you really want

• A tool not a solution: This is not the solution to everything

• Ask the librarians for help• There will still be some small

changes coming

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

Lexis-Nexis

Hoovers

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

and private companies

WARC

• Hosts large collection of advertising information on the web

• 15,000 articles • case studies • research and conference papers• Company profiles (Euromonitor profiles)•  European, American, Canadian, Australian and

New Zealand publications• More info http://www.lib.uwo.ca/business/warcdesc.html

PrivCo

EDGAR

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

https://www.census.gov/econ/sbo/contactus.html

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

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