MGMT 3P80 Library

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MGMT 3P80Library Internet Resources for
Business Strategy Research

• Presented by Linda Lowry
• Business Librarian
• James A. Gibson Library
• Brock University
• September 2004

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Agenda

• Session Objectives
• Industry Analysis Project - Research Strategies
• Article Files - Research Strategies
• Accessing Library Databases from Off-Campus
• Citing Your Sources
• Questions

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Session Objectives

• By the end of todays session, you will be able
  to
• Look up standard industrial classification
  (NAICS) codes for any industry
• Identify Canadian companies within that industry
• Locate annual reports financial statements for
  Canadian companies
• Locate articles on companies and industries from
  newspapers and business magazines
• Cite sources correctly

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Industry Analysis Project -Research Strategies

• Step 1 Identify your anchor companys industry
  using standard industry classifications
• Step 2 Identify major companies within the
  industry
• Step 3 Identify relevant trade or industry
  associations
• Step 4 Look for background information (profiles
  statistics)
• Step 5 Look for current news and analysis

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Step 1 Identify your anchor companys industry
using standard industry classifications

• Identify your Anchor Company e.g. Sleeman
  Brewery
• Jot down industry keywords Breweries, Beer,
  Alcoholic Beverages, Malt Beverages
• Look up NAICS and SIC codes
• NAICS Canada 2002
• 312120 Breweries
• US 1987 SIC
• 2082 Malt Beverages

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Backgrounder standard industry classification
schemes

• NAICS - North American Industry Classification
  System (1997, revised in 2002)
• SIC - US and Canadian Standard Industrial
  Classifications
• Latest revision 1987 (US) and 1980 (Canada)
• US SIC still used in in some company directories
  and databases
• GICS - Global Industry Classification Standard
• Developed by MSCI and SP
• Used by the TSX and other stock exchanges and by
  major equity indices (e.g. SP 500)

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NAICS Canada 2002 Manual

• Created by statistical agencies of Canada, US
  Mexico
• Hierarchical structure
• Divides economy into 20 sectors
• Based on supply-side / production-oriented
  principles
• Call No DOC CA1 DS12 501 2002

Access the manual online at http//www.statcan.ca
/english/concepts/industry.htm
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NAICS Canada 2002 - Search

• 31-Manufacturing
• 312-Beverage Tobacco Products
• 3121-Beverage Manufacturing
• 31212 - Breweries
• 312120 - Breweries (Canada)

http//www.statcan.ca/english/concepts/industry.ht
m
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1987 US SIC Manual Call No REF HF 1042 S73
1987 Or Access Online at http//www.osha.gov/pl
s/imis/sicsearch.html
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GICS (Global Industry Classification
Standard) http//www.msci.com/equity/MK-GICS-DIR-3
-02.pdf
GICS has 10 sectors 24 industry groups 62
industries 132 sub industries
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Step 2 Identify major companies within the
industry

• CanCorp Financials database
• 12,000 Canadian companies (listed on TSX or TSX
  Venture)
• Search the textual description of business
• Can also search by US SIC Codes
• Includes 7 years of annual financial, quarterly
  financials, and financial ratios
• SEDAR website
• Securities filings for Canadian public companies
  from 1997 - present
• Search by company name or industry group

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Step 2 Identify major companies within the
industry

• The following print sources are also useful for
  identifying Canadian companies
• FPSurvey Industrials (REF HG 5151 F53)
• FPSurvey Mines Energy (REF HD 9574 C2 F5)
• Both directories include the following lists
• Top Ten by Industry (for 24 Industry Groups)
• Companies by GICS code (look in back of
  directory)
• Toronto Stock Exchange Review (REF HG 5160 T6
  T68)
• Green Pages - SP/TSX Capped Sector Indices

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Step 3 Identify relevant trade or industry
associations

• Useful Finding Tools
• Associations Canada - REF AS 40 A7 D57
• Example for the Brewery industry
• Brewers of Canada
• http//www.brewers.ca
• Scan websites for press releases industry news
  or statistics

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Step 4 Look for background information
(profiles statistics)

• Industry Profiles Overviews of major industries
  that often include statistics and forecasts
• Strategis (www.strategis.gc.ca)
• gt Business Information by Sector
• Or -gtEconomic Analysis Statistics -gtCanadian
  Industry Statistics
• Consult the Company Industry Guide Industry
  Profiles section for more sources

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(No Transcript)
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Step 4 Look for background information (profiles
statistics)

• Industry Ratios key financial ratios by industry
  or sector
• Eg. Financial Performance Indicators for Canadian
  Business (Statistics Canada publication)
• Industry Statistics data on manufacturing,
  services, retail, wholesale sectors from
  Statistics Canada
• Search the Daily (Statistics Canada website -
  www.statcan.ca) for the latest releases
• See the Company Industry Guide Ratios
  Statistics section for more sources

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1. Search the Daily to identify reports 2. Search
the Library Catalogue to access full text reports
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Step 5 Look for current news investment
analysis

• Search databases and/or news sites for current
  stories on major companies and industries from
  newswires and business magazines
• ABI/Inform Global, Canadian Newsstand, CBCA
  Complete, CPI.Q and Lexis-Nexis are good starting
  points
• Search by Company Name (e.g. Sleeman) or Subject
  (e.g. Breweries) or keyword (beer)

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Step 5 Look for current news investment
analysis

• www.corporateinformation.com (Website
  registration required)
• Search by company name, by industry country
• Investors Digest of Canada (FL7 HG 4501 I55)
• Biweekly source of investment news analysis
• Value Line Investment Survey (REF HG 4501 V26)
• Investment analysis for 1700 companies and for 90
  industries (covers US some Canadian companies)
• Yahoo! Finance (http//finance.yahoo.com)
• Industry Center (for industry profiles, news by
  industry, industry statistics etc.)
• Presentations and Conference Calls (with
  analysts)
• Check Investor Relations areas of corporate
  websites

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Article Files -Research Strategies

• Your task search newspapers, magazines and other
  media for recent examples of companies that
  illustrate a concept / issue
• Try ABI/Inform Global or a news database
• Why Current, fulltext business and news sources
  updated daily or weekly
• How Search fulltext articles for concept (e.g.
  price cutting) and limit to last 6 months

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Company Industry Research Guide
Onlinehttp//www.brocku.ca/library/research/manma
r/indres.htm
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Accessing Databases from Home
Your Patron Status must be authenticated before
you can access the database
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Citing Your Sources

• Why do you need to cite your sources?
• When paraphrasing ideas
• When using direct quotations
• To acknowledge sources of facts
• To avoid allegations of plagiarism or academic
  misconduct
• There are two main methods of referencing
• Author-Date (In-text) References and Reference
  List (APA Style)
• Footnote / Endnote and Bibliography (Chicago
  Style)

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Citing Your Sources Business / Chicago Style
Guides

• Chicago Manual of Style, 15th ed.
• Call No REF 2369 U69 2003
• Innis Library Citation Guide for Business
  (McMaster University Business School)
• http//library.lib.mcmaster.ca/guides/businesscita
  tion.pdf

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Example of Quotation and Endnote (Chicago Style)
Example of a Bibliography Entry (Chicago Style)
Source Baker Library Citation Guide
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Citing Your Sources a Checklist

• Who is the author / creator? (a person, a
  company, a government body, etc.)
• What is the title?
• Was the item published in a print source (e.g.
  book, newspaper, magazine)?
• For articles do you have the date, volume, issue
  and page numbers?
• For books do you have the place of publication
  and publishers name?

• Was the item published in an online source (e.g.
  website, database)?
• When was the document written/updated?
• When did you access the document?
• What is the URL?
• Did you use a Library database? If yes, what is
  it called? (e.g. ABI/Inform Global)

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Questions?

• For Further Assistance
• Drop by the Reference Information Desk
• Reference Assistance by Email
• Linda.Lowry_at_BrockU.CA
• Research Consultations by Appointment
• For Groups - Please email to book an appointment
  or call 905-688-5550 ext. 4650

Thank You!