Mgmt280-Callahanpt1Summer 2009.ppt

Your Instruction Librarians:Your Instruction Librarians:Karen Gilles [email protected] Novak [email protected]

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Business Information SourcesBusiness Information Sources Mgmt 280 Library WorkshopMgmt 280 Library Workshop Summer 2009Summer 2009

Overview: New Library Website

Process: Finding Business Info

Application: Investment Report

Assessment: Letter Assignment #1

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Address memo to Bob or Karen: Our title: Reference & Instructional Librarians Our temporary home Interim Library Seattle University 2nd Floor 1313 East ColumbiaSeattle, Washington 98122-1090 Library Website:

http://www2.seattleu.edu/library/

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Letter Letter 1. This must be a "thank you,“ "what I learned," and "suggestions for improvement."

Reassure yourself: Short & long reports in Reference Check syllabus for good & bad

examplesReview: Use the business research tutorialRemember: Ask for Help

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Short Deadline? Befuddled ?

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*Also includeIndustry trends

Monthly stock

Librarians Bob Novak and Karen Gilles will read and comment on the Short Report

COMPANYCOMPANYDirectory infoTrends: competition,

outlook, suppliers, performance

regulatoryFinancial: stocks, dividends,

shares outstanding, balance sheet, profit/loss RATIOS,

Human Element: corporate culture management style, employees/benefits social responsibilityMarketing: strategy

INDUSTRYINDUSTRYTrendsRatios

NOW: Where do you find

the information?

How do you divide the work?

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Criteria for Finding Company Information Criteria for Finding Company Information scholarly articles, magazines, trade journals, news, press

releases, creditable websites: industry, union, association, releases, creditable websites: industry, union, association, personal interviewspersonal interviews

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First ThingsFirst

Beyond theCompanywebsite

•Public Private? -Subsidiary? Parent-National?- International

•Same Industry -Financials –stocks for 3 yrs?-Mergers? Bankruptcy?

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II. Basics: addresses/execs…etc; Using codes/ symbols

with databases/web

This example shows1 SIC and 1NAICS;Diversified companiesWill have many more

Databases: Lexis Nexis: Company

Dossier Mint Global

Reference USA Standard & Poor’s Net

Advantage Morningstar

Value Line (also in print)

WebWeb : Reuters.com

MSN. com Yahoo! Finance

Google Finance

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Primary Source: Company Website/ Ann Rpt SEC-10k’s www.sec.gov

10KsAudience: SECAuditedRequired : products,

markets, market share, distribution channels, environmental/legal concerns

Filings per activity 8ks, 10ks…

No graphicsSearchableMay have President’s

letter

Annual ReportsAudience: Stockholder

Audited Management

PhilosophyPresident’s letter

CEO personality, company. Mood

Graphics may tell a story

Bad news may be downplayed

Can be SEC report . 04/08/23

10

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Now choose

Business &

Economics

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Start Here for Lemieux Library’s:Business and Economics Databases

TutorialsSubject Guides

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Exercise #1

1.Individual. Finding the tools. Do a quick check to see if your company is in the following sources: Mint Global, Reference USA, Lexis Nexis Company Dossier, Value Line, Standard & Poor’s Net Advantage.

2.Which database will give you shares outstanding? Can you find dividends and monthly stock prices for your company

3. Check Morningstar, Value Line, One Source Global Business Browser (via Reference USA) for an Analyst Report

Briefly: Liquidity: How quicklyAssets can be turnedinto $

Leverage: Relationship between Debt and equity

Activity: How is the companyKeeping costs down; how wellare assets utilized

Profitability: What remains afterAll expenses are paid.Need More Help with

Definitions ?

Terminology VariesFinancial Strength can

include both liquidity and profitability ratios

Profitability ratios = Management Effectiveness ratios

Activity ratios = Efficiency

Leverage ratios = Solvency= Debt

101 Business Ratios Ref HF 5657.4 G38 1993

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From Callahan Syllabus Financial Ratios Calculator by UW Business Libraries

http://www.lib.washington.edu/business/ratios/ratios_exp.html

COMPANYDATABASES:Lexis-Nexis (Company Dossier)

One Source Global Browser (Reference USA International Search)

S&P’s Net Advantage (Company Information Compustat Excel Analytics)

Mint GlobalWEB:Reuters. comYahoo! FinanceZacks Investment Research

INDUSTRYDATABASES/PRINT:Dun & Bradstreet’s Key

Business Ratios Ref HF 5681 R25 I5

RMA AnnualStatement Studies (selective online via One Source Global Business Browser Industries via Reference USA

International Search ) Ref HF 5681 B2 R6

WEB:Reuters.comStocks RatiosMSN.com. (Company Financial

Results

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Exercise #3

1. Find Company Ratios in either Lexis-Nexis Disclosure or One Source Global Business Browser (via Reference USA)

2. Find the industry ratios using Dun & Bradstreets Key Industry Ratios.

Exercise #3 more…

3. Go to Reuters.com and find the current and quick ratios for both your company and the industry.

4. Find an activity ratio in Lexis-Nexis Disclosure

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Time for a BreakSee you in 20 minutes

NEXT:Finding ARTICLESFor TRENDS,

CORPORATE CULTURE & MARKETING

ALSO—CITING HINTS

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