MGMT 3P80 Library & Internet Resources for Business Strategy Research

1. MGMT 3P80Library & Internet Resources for Business Strategy Research Presented by: Linda Lowry Business Librarian James A. Gibson Library Brock University September 2004

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

3. Session Objectives • By the end of today’s 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

4. Industry Analysis Project -Research Strategies • Step 1: Identify your anchor company’s 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

5. Step 1: Identify your anchor company’s 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

6. 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 S&P • Used by the TSX and other stock exchanges and by major equity indices (e.g. S&P 500)

7. 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

8. 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.htm

9. 1987 US SIC Manual Call No: REF HF 1042 S73 1987 Or Access Online at: http://www.osha.gov/pls/imis/sicsearch.html

10. 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

11. 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

12. 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 - S&P/TSX Capped Sector Indices

13. 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

14. 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) • > Business Information by Sector • Or ->Economic Analysis & Statistics ->Canadian Industry Statistics • Consult the Company & Industry Guide – Industry Profiles section for more sources

16. 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

17. 1. Search the Daily to identify reports 2. Search the Library Catalogue to access full text reports

18. 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)

19. Step 5: Look for current news & investment analysis • www.corporateinformation.com (Website: registration required) • Search by company name, by industry & country • Investor’s 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

20. 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

21. Company & Industry Research Guide Onlinehttp://www.brocku.ca/library/research/manmar/indres.htm

22. Accessing Databases from Home Your Patron Status must be authenticated before you can access the database

23. 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)

24. 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/businesscitation.pdf

25. Example of Quotation and Endnote (Chicago Style) Example of a Bibliography Entry (Chicago Style) Source: Baker Library Citation Guide

26. 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 publisher’s 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) Citing Your Sources: a Checklist

27. Questions? • For Further Assistance: • Drop by the Reference Information Desk • Reference Assistance by Email: Linda.Lowry@BrockU.CA • Research Consultations by Appointment • For Groups - Please email to book an appointment or call: 905-688-5550 ext. 4650 Thank You!