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AIM 4336 – Financial Statement Analysis

Hillary Campbell Reference Librarian & Liaison to the School of Management 6-4-08. AIM 4336 – Financial Statement Analysis. Print Resources – Company Information. Ward’s Business Directory of U.S. Private and Public Companies – Reference Desk

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AIM 4336 – Financial Statement Analysis

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  1. Hillary Campbell Reference Librarian & Liaison to the School of Management 6-4-08 AIM 4336 – Financial Statement Analysis

  2. Print Resources – Company Information • Ward’s Business Directory of U.S. Private and Public Companies – Reference Desk • International Directory of Company Histories, REF HD 2721.I48 • Circulating Books - Creative Memories : the 10 timeless principles behind the company that pioneered the scrapbooking industry (Check the catalog) http://library.utdallas.edu

  3. Print Resources – Industry Information • Standard & Poor’s Industry Surveys, 1973 -Present • Plunkett’s Industry Almanacs, 2002 - Present (Reference and EBook)

  4. Plunkett’s • Airline, Hotel & Travel • Automobile • Biotech & Genetics • Computers & Internet • E-Commerce & Internet Business • Energy • Engineering & Research • Entertainment & Media • Finance & Investments • Food • Health Care & Biotech • InfoTech • Real Estate & Construction • Retails • Telecommunications

  5. Annual Reports Collection • Paper and microfiche copies of annual and 10K reports • Not indexed in the library catalog • Catalog of titles in card file at the library reference desk

  6. Electronic Databases – Why not go straight to Google? • Access to very specific information • Relatively high degree of authority on the information found within • No duplicates • More powerful “advanced searching” • You have already paid for them (and they are NOT cheap!  )

  7. Accessing the Library’s Databases • When on-campus, access is seamless • When off-campus, a valid UTD-ID number is required for access.

  8. Selecting the Right Databases • Alphabetical List– If you already know the name of the database you want to use, or if you want specific information about a database • Subject List– If you know the topic you want to research, but you’re not sure which databases will work the best

  9. Business and Company Resource Center • Provides current business, company, and industry content  including: periodical  articles, press releases, corporate structures, financials and earning estimates, investment reports, and company histories. • Companies can be searched by name, ticker symbol, SIC/NAICS code, product/brand name or location. http://www.utdallas.edu/library/resources/databases/dbases.htm

  10. Mergent Online • Full-text U.S. and international company financial data, as well as U.S. and international company annual reports • Updated weekly • Use Help Menu to assist with searching http://www.utdallas.edu/library/resources/databases/dbases.htm

  11. Standard & Poor’s NetAdvantage • Market News and Industry Overviews & Surveys • Company Info – Stocks & Bonds, Corporate Records, Vital Statistics • Financials for all S&P 500, MidCap 400, and SmallCap 600 http://www.utdallas.edu/library/resources/databases/dbases.htm

  12. Lexis Nexis Academic Universe • Business News and Industry and Market News • Company Financial Reports (includes Disclosure Data), Company Profiles, Company Comparisons • SEC Filings and Reports • Directories – Contact and resource information for companies and industries http://www.utdallas.edu/library/resources/databases/dbases.htm

  13. Factiva (Dow Jones & Reuters) • Provides info from financial quotes, market data, newspapers, company and industry news • 1989- Present http://www.utdallas.edu/library/resources/databases/dbases.htm

  14. Business Source Complete • Scholarly business database which provides a comprehensive collection of bibliographic and full text content. • Good for SWOT Analysis http://www.utdallas.edu/library/resources/databases/dbases.htm

  15. SCOPUS • Large multidisciplinary abstract database, with selected full-text • 1966 – Present • Large economics & management library • Excellent for patent & trademark research http://www.utdallas.edu/library/resources/databases/dbases.htm

  16. Suggested Databases – EDGAR Financial Reports • Data on company financials as submitted to the Securities and Exchange Commission • Full text information from 1993 – Present • An online tutorial is available http://www.utdallas.edu/library/resources/databases/dbases.htm

  17. Newspaper Coverage • Wall Street Journal online – 1889 to the present • New York Times online – 1851 to the present • Financial Times – Indexed back to 1888 • Dallas Morning News – Full text back to 1885

  18. Suggested Databases – The Others • Business Source Complete • Regional Business News • Global Marketing Information Database (esp. good for international companies)

  19. Final Research Tips • Don’t forget the Reference Librarians! • Mon-Thur: 9am – 10pm • Fri: 9am-6pm • Sat:10am-3pm • Sun:1pm-6pm

  20. How to Get Help from Home • Email http://www.utdallas.edu/library/askalib/ askalib.htm • Chat http://www.lib.utsystem.edu/students/ ask.html

  21. MC2 – McDermott Management Satellite Room 2.206 – off the Undergraduate Suite Hours (closed for summer) M & W – 2:30-5:30 pm Tu– By appointment Thursday – 2:00-6:00 pm Friday – By appointment Contact Hillary Campbell (x2959)Hillary.Campbell@utdallas.edu

  22. Library Miscellany • The Orbit - http://mcdermottlibrary.blogspot.com/ • Bloomberg – workstation in MC2 • - - Citation management service that allows you to import citations from online article indexes and databases, organize and manage these references within folders, automatically format them within papers and create instant bibliographies in a variety of styles. http://www.utdallas.edu/library/

  23. Want to See This Presentation Again? http://www.utdallas.edu/~hxc024100/ presentations.html

  24. University of Texas - Dallas An Equal Opportunity/Affirmative Action University P. O. Box 830643 Richardson, TX 75083-0643 972-883-2955 June 4, 2008

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