Introduction to Business Information Sources

1
Introduction to Business Information Sources
Researching Companies Industries
MGS 641 - Spring 2005
2
Researching Companies Industries

• Researching Companies (Public Private)
• - Company Profiles
• - Company Financials
• - Financial Analysts Reports (Company)
• Researching Industries
• - Industry Overview Outlook
• Company Rankings / Market Share
• Financial Analysts Reports (Industry)
• Locating Articles
• Additional Assistance

3
Researching Companies
4
Researching Companies
Airlines
Public Company Delta Air Lines Inc.
Private Company Spirit Airlines Inc.
5
Company Profiles
6
Company Profiles
Hoovers Company Records

• http//ublib.buffalo.edu/libraries/e-resources/hoo
  vers.html
• Provides overviews for more than 13,500 public
  and private companies in the U.S. and around the
  world. Users can browse the complete list, or
  search by company name, ticker, keyword, or
  executive's name. Capsules provide a brief
  narrative summary of the business, list major
  subsidiaries, identify key competitors, cite key
  executive's names and link to news stories and
  (for public companies only) financial statements
  and stock charts. Company Capsules also link to
  the firm's Home Page, as well as other external
  data, which may include a company history,
  mission statement, and company rankings.
• This is the Hoovers Lite version.

7
Company Profiles
Datamonitor Company Reports

• Available in Business Source Premier.
• http//ublib.buffalo.edu/libraries/e-resources/bs
  p.html
• Contains timely comprehensive company profiles.
  Just look for the "Company Profile" button at the
  top of the search screen and search for a
  company.

8
Company Profiles
International Directory of Company Histories

• Sixty-five volume set (new volumes received
  sporadically).
• Provides background on individual companies in
  a short company profile. Information includes
  summary of business activities, historical
  milestones, and some financial data.
• Available in
  Business Company Resource Center

Location LOCKWOOD Business/Govt Doc
Reference Call Number HG4537 .M66
9
Company Profiles
Standard Poors Stock Reports

• Quarterly
• Provides current background on over 3,000
  individual companies in a two-page company
  profile.
• Information includes summary of business
  activities, current outlook, important
  developments, financial data, and stock market
  performance.

Location LOCKWOOD Business/Govt Doc
Reference Call Number HG4907 .S72
(Click on image for sample page)
10
Company Profiles
Value Line Investment Survey

• Weekly
• 13 Editions new edition four times a year.
• In parts I and III, over 1,500 stocks in 95
  industries are reported on and analyzed.
• Part II includes views on business and the
  economic outlook, advice on investment policy,
  and information on one or more highlighted stocks.

Location LOCKWOOD Business/Govt Doc Desk Call
Number HF5410 .M34
(Click on image for sample page)
11
Company Financials
12
Company Financials
Mergent Online

• http//ublib.buffalo.edu/libraries/e-resources/mer
  gentonline.html
• Provides profiles of over 15,000 U.S. public
  companies (active and inactive) listed on the
  NYSE, AMEX and Nasdaq exchanges, including access
  to EDGAR filings dating back to 1993. It also
  contains profiles for 20,000 non-U.S. public
  companies (active and inactive).
• Annual reports are included for most companies.

13
Company Financials
EDGAR
http//www.sec.gov/edgar.shtml
The Securities Exchange Commission (SEC)
requires all public companies (except foreign
companies and companies with less than 10
million in assets and 500 shareholders) to file
registration statements, periodic reports, and
other forms electronically through EDGAR. Anyone
can access and download this information for
free. Here you'll find links to a complete list
of filings available through EDGAR and
instructions for searching the EDGAR database.
14
Company Financials
IRIN Annual Report Resource Center
http//www.irin.com/cgi-bin/main.cgi
The Investor Relations Information Network (IRIN)
is a free annual report service that provides
access to more than 9,700 current and historical
electronic annual reports (back to the mid
nineties for some companies) are accessible
through this service and if you want to request a
hard copy of an annual report, IRIN will forward
your request to the appropriate company.
15
Company Financials
Annual Reports.com
http//www.annualreports.com/
Free online service that purports to be Americas
largest annual report service. Provides access to
the most recent annual report to shareholders as
well as the most recent Form 10-K.
16
Company Financials
Mergent International Manual

• This 4-volume work covers 11,000 international
  companies in 117 countries.
• Arranged alphabetically by country, with
  extensive information about companies, including
  history, chronology, acquisitions, mergers,
  spin-offs, properties, joint ventures,
  subsidiaries, officers and directors,
  consolidated income and balance sheets for three
  and two years respectively, long term debit,
  options, etc.

Location LOCKWOOD Business/Govt Doc
Reference Call Number HG4509 .M66
17
Financial Analysts Reports (Company)
18
Financial Analysts Reports (Company)
Investext Plus

• Available in Business Company Resource Center
  (BCRC).
• http//ublib.buffalo.edu/libraries/e-resources/bc
  rc.html
• Provides the full text of thousands of reports
  and forecasts prepared by Wall Street and
  international brokerage firms.
• Search for a company and then click on the
  Investment Reports tab.

19
Researching Industries
20
Defining the Industry
Airlines
21
Defining the Industry
North American Industry Classification System
(NAICS)

• First published by the U.S. Office of Management
  and Budget in 1997.
• Is now the governments official system for
  classifying business activities by industry
  sector.
• Used to tabulate economic statistics, categorize
  companies by type of business, and for other
  reporting purposes.

Location LOCKWOOD Business/Govt Doc
Reference Call Number HF1042 .N6 2002a
(Click on image for sample page)
22
Defining the Industry
Standard Industrial Classification Manual (SIC)

• Published by the U.S. Office of Management and
  Budget.
• A system for classifying business activities by
  industry sector.
• Used to tabulate economic statistics, categorize
  companies by type of business, and for other
  reporting purposes.

Location LOCKWOOD Business/Govt Doc
Reference Call Number HF1041 .S83
(Click on image for sample page)
23
Defining the Industry
Industry Classification Systems Web Sites
North American Industry Classification System
(NAICS) U.S. Census Bureau http//www.census.go
v/epcd/naics02/ Standard Industrial
Classification (SIC) U.S. Department of
Occupational Safety and Health Administration
(OSHA) http//www.osha.gov/oshstats/sicser.html
24
Defining the Industry
North American Industry Classification System
(NAICS) 481111 Scheduled Passenger Air
Transportation Standard Industrial
Classification (SIC) 4512 Air Transportation
Scheduled
25
Industry Overview and Outlook
26
Industry Overview and Outlook
Standard Poors Industry Surveys

• Quarterly (each survey is updated twice a year).
• Detailed narrative reports on 52 major U.S.
  industry groups, including comparative data on
  leading companies in each industry.
• An especially useful source of information on
  the trends, problems, and prospects for a
  particular industry.

Location LOCKWOOD Business/Govt Doc
Reference Call Number HC28 .S81
(Click on image for sample pages)
27
Industry Overview and Outlook
U.S. Industry and Trade Outlook

• Compiled by the U. S. Dept. of Commerce.
• Provides an overview of approximately 450
  industries in U.S.
• Organized in chapters representing 50 broad
  industrial categories .Contains Import/export
  information and gives industry projections.

Location LOCKWOOD Business/Govt Doc Ref
desk Call Number US C 61.482000
28
Industry Overview and Outlook
Encyclopedia of American Industries

• Volume 1 Manufacturing Industries coverage of
  459 manufacturing industries.
• Volume 2 Service Non-Manufacturing
  Industries coverage of 545 service and other
  non-manufacturing industries.
• Arranged numerically by SIC code.
• Available in
  Business Company Resource Center

Location LOCKWOOD Business/Govt Doc
Reference Call Number HC102 .E53 2001
29
Industry Overview and Outlook
Encyclopedia of Global Industries

• Provides an overview of more than 125 business
  sectors of global significance.
• Detailed articles discuss the origins,
  development, trends, key statistics, and current
  international character of the worlds most
  lucrative, dynamic, and widely researched
  industries.
• Available in
  Business Company Resource Center

Location LOCKWOOD Business/Govt Doc
Reference Call Number HD2324 .E53
30
Industry Overview and Outlook
Encyclopedia of Emerging Industries

• Details the inception, emergence, and current
  status of 108 newly-flourishing U.S. industries
  and industry segments.
• Contents are arranged alphabetically.
• Available in
  Business Company Resource Center

Location LOCKWOOD Business/Govt Doc
Reference Call Number HC102 .E54 1999
31
Industry Overview and Outlook
Datamonitor Industry Market Research

• Available in Business Company Resource Center
  (BCRC).
• http//ublib.buffalo.edu/libraries/e-resources/bc
  rc.html
• Search an industry and then click the Industry
  Overview tab and then the Market Research tab.

32
Industry Overview and Outlook
Value Line Investment Survey

• Weekly
• 13 Editions new edition four times a year.
• In parts I and III, over 1,500 stocks in 95
  industries are reported on and analyzed.
• Part II includes views on business and the
  economic outlook, advice on investment policy,
  and information on one or more highlighted stocks.

Location LOCKWOOD Business/Govt Doc Desk Call
Number HF5410 .M34
(Click on image for sample page)
33
Company Rankings / Market Share
34
Company Rankings / Market Share
Market Share Reporter

• Presents market share data on over four
  thousand companies, and 2,500 products,
  facilities, and brands.
• Data is organized by SIC although the entries
  are also indexed by SIC as well as product and
  company.
• Citations are given for each table.
• Available in
  Business Company Resource Center

Location LOCKWOOD Business/Govt Doc
Reference Call Number HF5410 .M34 2003
35
Company Rankings / Market Share
Business Rankings Annual

• Summarizes the findings from over 8000 ranked
  companies selected from periodicals, newspapers,
  statistical annuals, directories, and other
  business publications.
• Lists are arranged by subject, citing the top
  five or ten companies in the ranking, together
  with a citations.
• Available in
  Business Company Resource Center

Location LOCKWOOD Business/Govt Doc Ref
desk Call Number HD2709 .B85 2003
36
Company Rankings / Market Share
Tablebase

• http//ublib.buffalo.edu/libraries/units/lml/e-res
  ources/tablebase.html
• Provides summary statistics about companies,
  industries, products, markets, and consumer
  behavior, including rankings, forecasts, market
  shares, product sales, and much more.
• The statistical tables are derived from hundreds
  of business periodicals, as well as statistical
  yearbooks, market research reports, trade
  association publications, and investment analyst
  reports.

37
Company Rankings / Market Share
Mergents Industry Review

• Provides key investment ratios and operating
  data for public companies in 400 industries.
• Also has a rankings section and composite stock
  price movements.

Location LOCKWOOD Business/Govt Doc
Reference Call Number HG4910 .M723
(Click on image for sample page)
38
Financial Analysts Reports (Industry)
39
Financial Analysts Reports (Industry)
Investext Plus

• Available in Business Company Resource Center
  (BCRC).
• http//ublib.buffalo.edu/libraries/e-resources/bc
  rc.html
• Provides the full text of thousands of reports
  and forecasts prepared by Wall Street and
  international brokerage firms.
• Search for an industry and then click on the
  Investment Reports tab.

40
Locating Articles
41
Locating Articles
Factiva

• http//ublib.buffalo.edu/libraries/e-resources/fac
  tiva.html
• A powerful database system which provides current
  and retrospective news stories, periodical
  articles, and financial data from thousands of
  sources worldwide, covering virtually every
  subject category.
• The two main components are
  
  Publications Library - Full-text stories from
  nearly 8,000 newspapers, magazines,
  newsletters, and wire service worldwide, plus
  transcripts of television and radio news
  programs. Includes full-text of the Wall Street
  Journal from June 1979 to present.
• Company Quick Search - Click on the
  Company Screening Tab to find
• information for about 100,000 companies
  worldwide, more than 90 percent of which are
  unlisted (private) companies.

42
Locating Articles
Business Source Premier

• http//ublib.buffalo.edu/libraries/e-resources/bsp
  .html
• Business Source Premier indexes more than 4,100
  journals, including nearly 3,300 full-text
  titles. Many of the full-text items are also
  available as scanned images. Topics cover nearly
  every area of business including management,
  economics, finance, accounting, international
  business, and more.

43
Locating Articles
ABI/Inform Global

• http//ublib.buffalo.edu/libraries/e-resources/abi
  .html
• One of the world's leading databases for
  business-related periodicals. It is particularly
  useful for locating articles from academic
  journals in all areas of management but also
  includes general business magazines, professional
  journals, and selected trade journals. Among its
  many subject strengths are corporate finance,
  organizational behavior, managerial economics,
  information systems, telecommunications, and
  health care administration.
• Provides citations with abstracts and, for more
  than half the entries, the full text of articles
  from more than 1,000 business-related
  periodicals, including approximately 350 foreign
  publications.
• Includes the full text of The Wall Street Journal
  back to 1984.

44
Locating Articles
ABI/Inform Trade Industry

• http//ublib.buffalo.edu/libraries/e-resources/tra
  de.html
• Covers provides full-text access to more than 700
  trade publications. Every major industry is
  represented including telecommunications,
  computing, transportation, construction,
  petrochemicals, and many others. Full-text
  coverage varies, but can go as far back as 1987.
  Abstracts can go as far back as 1971. Updated
  daily.

45
Locating Articles
LexisNexis Academic

• http//ublib.buffalo.edu/libraries/e-resources/lex
  isnexis.html
• Provides full-text articles and reports from more
  than 6,000 magazines, newspapers, wire services,
  legal resources, reference books, and government
  publications from around the world.
• Consists of five major segments. The following
  segment would be used for business research
• Business Library - Business news, company
  profiles, financial statements, bankruptcy
  reports, accounting pronouncements, investment
  analysis, business directories, and more.

46
Locating Articles
Business Index ASAP

• http//ublib.buffalo.edu/libraries/e-resources/bus
  index.html
• Covers all topics within business including
  banking, investment, companies, industries and
  new technologies and products.
• Citations with abstracts and, in most cases, the
  full text of articles taken from over 900
  business, management, and trade publications,
  over 150 local business newspapers, and a number
  of wire services.

47
Additional Assistance
48
Business Government Documents Reference
Center ( Located on the 1st floor of Lockwood
Memorial Library ) Reference Desk Hours
Monday 11am - 5pm Tuesday 11am - 5pm
Wednesday 11am - 5pm Thursday 11am
- 5pm Friday 11am - 5pm
49
Business Government Documents Reference
Center
50
Gregory J. Tong, MBA, MLS Business/Managemen
t Librarian Arts and Sciences
Libraries State University of New York at
Buffalo 116 Lockwood Memorial Library Tel
[phone] ext.457 E-mail
gjt_at_buffalo.edu Available by appointment
51
Questions?