Your Instruction Librarians:Your Instruction Librarians:Karen Gilles [email protected] Novak [email protected]
04/08/23 1
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
04/08/232
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/
04/08/233
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
04/08/234
Short Deadline? Befuddled ?
04/08/235
*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?
04/08/236
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
04/08/23 7
First ThingsFirst
Beyond theCompanywebsite
•Public Private? -Subsidiary? Parent-National?- International
•Same Industry -Financials –stocks for 3 yrs?-Mergers? Bankruptcy?
04/08/238
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
04/08/239
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
04/08/2311
Now choose
Business &
Economics
04/08/2312
Start Here for Lemieux Library’s:Business and Economics Databases
TutorialsSubject Guides
04/08/23 13
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
04/08/2314
04/08/2315
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
04/08/2316
04/08/23 18
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
04/08/23 19
Time for a BreakSee you in 20 minutes
NEXT:Finding ARTICLESFor TRENDS,
CORPORATE CULTURE & MARKETING
ALSO—CITING HINTS
04/08/23 20