Company & INDUSTRY RESEARCH THE basics , part II

COMPANY & INDUSTRY RESEARCHTHE BASICS, PART II

Getting StartedJanuary 28, 2014Jeffrey Levy, LibrarianGovernment Documents Department

These have industry benchmark ratios:• D&B Industry Norms• RMA Annual Statement Studies• Troy’s Almanac of Business & Industrial Financial Ratios

• Location: 1st floor, Willis Library Services Desk

Benchmark Industry Financial Ratios

.• .

Standard & Poor’s

Standard & Poor’s

Finding the SWOT Analysis:• Start with this database:

• Search it this way:

SWOT Analysis

SWOT

Form 10-K

Form 10-K

• Description: business & properties.• Legal proceedings & risk factors.• Financial data & shareholder information.• Directors & executive officers.• Corporate governance & executive compensation.• Financial disclosure: related transactions.• Changes in accounting procedures.• Disclosure about market risk.• Financial Statements, Exhibits, Schedules, Signatures.• Look for ITEM 7: Management’s Discussion and Analysis of Financial

Condition and Results of Operations.

Source of image: fcw.com

Find Form 10-K on:• Hoover’s Online

Find Form 10-K on Lexis-Nexis:• Click on Companies, then click on SEC Filings. Next step:

Business Articles• ABI/INFORM• BUSINESS SOURCE COMPLETE• Do a key word search or use the pull-down menu to search by

company name, ticker, NAICS code, or SIC code.

Finding Articles in two Databases.

End of Part II• The professors will expect the students to do their own

investigations using the library databases.

• The BUSI 4940 (Business Policy) students work in teams and do class presentations of three major case analyses during the semester. The cases could be large or small companies, public or private. Students operate like consultants.

• The MGMT 3850 Entrepreneurship students work on one project with many steps to be presented to the class: small business plan, marketing plan, and marketing pitch.

UNT College of Business.

Thank you!Jeffrey LevyBusiness Reference CollectionLocation: Government Documents 3rd Floor of Willis [email protected]