Finance and Investment Databases at UTSA

1. Finance and Investment Databases at UTSA Charles Wu Research Librarian for Finance & Accounting Charles.wu@utsa.edu 9/12/2012

2. Today’s Foucs • Mergent Online • Mergent Horizon • Other useful databases at UTSA • Lexis-Nexis • ORBIS (Mint Global) • Morningstar Investment Research Center • RMAeStatement Studies • PrivCo 

3. Believe it or not At the heart of investment / finance is price. Price / Valuation is ultimate determinant of investment success. • What are causes / drivers of price movement? • "40 percent of a stock's price movement was due to the market, 30 percent to the sector, and only 30 percent to the stock itself, which is something that I believe is true. I don't know if the percentages are exactly correct, but conceptually the idea makes sense. ” - Steve Cohen, manager of SAC Capital • My job – discovering tools for information / data on: • Market (market reaction to economic news / data) • Sector / Industry • Stock (individual company)

4. Finance & Investment Research Guide • Access this Guide: Libraries Home>>Research Guides Home >>  Finance and Investment • http://libguides.utsa.edu/finance • Database Tab >> Listing those databases highly related to finance and investment • Class pages Tab >> This PowerPoint File has been posted there • Two Boxes on the Home Page • Economic Indicators / Data Moving the Markets • Company Earnings

5. Topics of Your Papers • interpreting market reactions to economic news • market reaction to earnings announcements • valuing a stock • Economic Calendar by Barron's • Economic Calendar from Yahoo • Earnings Calendar from AOL/Thomson  • Earnings Estimates / Earnings History from Mergent

6. MergentOnline Coverage • 20Kactive and inactive international companies in 100 countries • inactive - e.g.: At&t (2005)> Southwestern Bell Telephone > At&t • SEC Filings (searchable) • 30 years of Equity Pricing including daily high, low, closing price • insider stock trading data on over 200,000 executives in U.S. corporations. • Updated weekly by Moody's

7. MergentOnline: private companies • No access to private companies • D&B Private Company Database – is there, but we haven’t subscribed yet. • Alternative databases for private companies at UTSA • ORBIS • 65 million global private companies from 225 countries • PrivCo  • including private financials and revenues, private M&A deals, private firm valuations, VC funding, private equity deal history, private and family ownership breakdowns • HEB search result

8. Interface / How to Search Six Tabs – • Basic Search   • Advanced Search • Report Search • Executive Search • Government Filings • Ownership Calendar - Earnings|Conference Calls

9. Basic Search Search By Company name / stock (E.g.: T) • Each result (company) has 10 tabs • with more sub-tabs (action buttons underneath) • Huge amount of info / data under sub-tabs • Company Detail Tab >> History … Business … Subsidiaries … Long Term Debt …Earnings Estimates …. Business Segments • Long Term Debt >> even bond info (available with certain, not all, companies in Mergent) • Ownership Tab >> Institutional Holdings … Insiders Insider … Trades

10. Classification Search • How to search • Select >>NAICS = North American Industry Classification System>> e.g. 45211 • Click >> “use code lookup” • Get a list of companies in the same industry – the industry that you have specified • Further narrow down by • Index • Country • Exchange

11. Index / Exchangepull-down menu 452=General Merchandise Stores

12. 452 + S&P500 + NYSE

13. Advanced Search • 8 Tabs (Criteria) - you can select / use • Corporate Information …Financials…Ratios … • Why Advanced Search? • Build a list of companies on your criteria, e.g.: • in San Antonio, TX • 1000+ employeesand • over $1 B Total Assets • Corporate Information > City contains san antonio ANDCorporate Information >Number of Employees > 1000 ANDFinancials > Total Assets > 1,000,000,000 In Latest ANDCorporate Information > State = TX AND

14. Advanced Search: city...employee

15. Download 47 public cos. in SIC 5331

16. Report Builder Tab “Report Builder”> the last one of 10 Tabs Three Taps = Three Ways to Build a Report • Report Wizard • Custom Reports – for individual cos. • Comparison Reports • E.g.: Compare Walmart with other top 10 companies in the following items: • Advertising % • Current Ratio • EBITDA Margin %

17. Report Builder 3 ways

18. Comparison Reports • Compare Walmart with other top 10 companies: • Advertising % • Current Ratio • EBITDA Margin % • Gross Margin %

19. Mergent: SEC Filings Search Why use it? • Mergent allows you to effectively search just for a piece of infofrom the entire, lengthy documents in all the SEC filings • E.g.: what is Intel Corp’s revenue from outside of the U.S that has been reported in the Intel’s SEC filings • Search keywords: • geographic revenue / or • international revenue

20. SEC filing Search & Megent Result

21. LexisNexis: SEC filing Search

22. Mergent Horizon Why Mergent Horizon even with only 6,200 cos. - small number - covered? • Uniqueness - enhanced product-level detailfor 3700 cos. in the health care, technology, media, and finance sectors. • company's key relationships based on competitors, customers, suppliers, and partners - probably influenced by Porter five forces • segment financial, earnings, and revenue estimates

23. Result Page: Target Corp. as an example • Result page: Fundamentals/Technical • Earnings Estimates/ History • Focused Competitors / Competitors • Customer / Supplier / Partners • Detailed Reports >>> Competitors by Product • Valuation Analysis Take advantage of Its Uniqueness: • Tab “Sectors”> Search Hierarchy >goog> blog > 12 • Tab “Search”> Criteria > Name > Tradename> bounty (another e.g.: taco bell)

24. Goog in Sector … Blog (13)

25. Industry Financial Ratios online “Financial Ratios Online” tab - in Finance and Investment Research Guide Three databases / Sources fro Ratio • RMAeStatement Studies • industry norms including liquidity, coverage, leverage, and operating ratios, • Mergent Online – RATIO Tab for each company • Mergent Horizon – has ratio for Industry On left screen >Ideas>Fundamental Ideas > various ratios (e.g.: P/Revenue .. . P/EBIT)

26. Morningstar Investment Research Center • financial data and research on 24,000 mutual funds, 10,000 stocks, and 850 exchange-traded funds; • Ratings and risk information are updated daily. • The UTSA license is for TWO simultaneous users. When both seats are in use, you will see a username and password prompt

27. Comparison • Morningstar Investment Research Center vs. its free website http://www.morningstar.com/ • Premium Content in library subscription • Fund analysis • Stewardship • Stock analysis • E.g.: Wmt and FCNTXFidelity Contrafund • http://quote.morningstar.com/stock/s.aspx?t=WMT • http://library.morningstar.com/stock/quote?t=WMT&region=USA

28. Research Reports on Company / Stock • Morningstar Investment Research Center  • Stock Analysis >Two tabs: • Analyst Research and Analyst Report Archive • Orbis • Search result for a company (Intel) > Industry research >MarketLine (from Datamonitor & Freedonia) >Company is mentioned… • Investext (IE ONLY)(ThomsonONE Investment Banking) • Reports written by analysts from a variety of brokerage firms and investment banks; have a few days embargo for reports • On left side bar >Research>Company Research

29. 453310NAICS Search

30. Library Free Workshops • Register online at • http://lib.utsa.edu/services/workshops/ • Workshops in Finance / Accouting • Tax Research Databases (9/18/12) • Introduction to Datastream(10/9/12) • All workshops on Tuesdays • 3:30-4:30 PM • at JPL 3.02.32