1 / 18

Company & INDUSTRY RESEARCH THE basics , part II

Company & INDUSTRY RESEARCH THE basics , part II. Getting Started January 28, 2014 Jeffrey Levy, Librarian Government Documents Department. These have industry b enchmark ratios:. D&B Industry Norms RMA Annual Statement Studies Troy’s Almanac of Business & Industrial Financial Ratios

lluvia
Download Presentation

Company & INDUSTRY RESEARCH THE basics , part II

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Company & INDUSTRY RESEARCHTHE basics, part II Getting StartedJanuary 28, 2014Jeffrey Levy, LibrarianGovernment Documents Department

  2. These have industry benchmark ratios: • D&B Industry Norms • RMA Annual Statement Studies • Troy’s Almanac of Business & Industrial Financial Ratios • Location: 1st floor, Willis Library Services Desk

  3. Benchmark Industry Financial Ratios

  4. . • .

  5. Standard & Poor’s

  6. Standard & Poor’s

  7. Finding the SWOT Analysis: • Start with this database: • Search it this way:

  8. SWOT Analysis

  9. SWOT

  10. Form 10-K

  11. Form 10-K • Description: business& properties. • Legal proceedings & risk factors. • Financial data & shareholder information. • Directors& executive officers. • Corporate governance & executive compensation. • Financial disclosure: related transactions. • Changes in accounting procedures. • Disclosure about market risk. • Financial Statements, Exhibits, Schedules, Signatures. • Look for ITEM 7:Management’s Discussion and Analysis of Financial Condition and Results of Operations.Source of image: fcw.com

  12. Find Form 10-K on: • Hoover’s Online

  13. Find Form 10-K on Lexis-Nexis: • Click on Companies, then click on SEC Filings. Next step:

  14. Business Articles • ABI/INFORM • BUSINESS SOURCE COMPLETE • Do a key word search or use the pull-down menu to search by company name, ticker, NAICS code, or SIC code.

  15. Finding Articles in two Databases .

  16. End of Part II • The professors will expect the students to do their own investigations using the library databases. • The BUSI 4940 (Business Policy) students work in teams and do class presentations of three major caseanalyses during the semester. The cases could be large or small companies, public or private. Students operate like consultants. • The MGMT 3850 Entrepreneurship students work on one project with many steps to be presented to the class: small business plan, marketing plan, and marketing pitch.

  17. UNT College of Business .

  18. Thank you! Jeffrey Levy Business Reference Collection Location: Government Documents 3rd Floor of Willis Library Jeffrey.Levy@unt.edu 940-565-2013

More Related