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Intro to Company & Industry Research

Intro to Company & Industry Research. Shana Gass , MSLS sgass@towson.edu Reference Librarian Cook Library Towson University September 2009. Why Company & Industry Research?. What would you want to know? Which sources would you consult to find out?.

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Intro to Company & Industry Research

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  1. Intro to Company & Industry Research Shana Gass, MSLS sgass@towson.edu Reference LibrarianCook Library Towson University September 2009

  2. Why Company & Industry Research? • What would you want to know? • Which sources would you consult to find out?

  3. LexisNexis Academic Company Dossier • Smorgasbord of company information • Background, business description, competitors, financials, news, law cases, patents!! • Custom report Cook Library Database

  4. Also in Lexis Nexis: Hoover’s In-Depth Company Profiles • Public & private, US & International • Financials, personnel, subsidiaries • History & Recent happenings • Updated frequently In LexisNexis Academic, Cook Library Database

  5. Company Web Site: Annual Report • Means of communicating with shareholders • Annual 10-K req’d by SEC & includes detailed financials • Where to find Annual Reports: • Company web site: Investor Relations • LexisNexis Academic > Business • Key section: Letter to Shareholders, Management’s Discussion & Analysis • Learn about: • Biz details, Strategy, Competition • Financials • Lawsuits, shareholder action • How company wants to present itself

  6. Company Web Site:Annual Report Look for link to Investors • Communication w/shareholders • SEC official filing: Annual 10-K includes additional financials, fewer glitzy graphics • Key sections of AR: Letter to Shareholders, Management’s Discussion & Analysis* (*this also in 10-K) • Learn about: • Biz details, Strategy, Competition, Risks • Financials • Lawsuits, shareholder action

  7. IndustryAssociations • Represent the industry – members are companies • Can be regional, national, international • Goldmine of info: news, statistics, advocacy • Strategy: Identify a relevant industry association and mine its web site • Tips: try a directory (ex: Gateway to Associations) or a Google Search: [industry name] association OR organization • NB: They also publish trade publications & are quoted as authorities in newspaper articles

  8. ValueLine • Industry & Company Information • Investment perspective • Financials & Stock performance • Analysis • Ranking of companies & industries • Timeliness = how well VL analyst thinks stock will perform in next 6-12 mos. 1 is the best • Safety = VL’s measure of volatility1 is the least volatile Cook Library Database

  9. Datamonitor SWOTs & Industry Profiles • In Business Source Complete • Steps:Do a simple search for company or industry • Under narrow by source…click on …SWOT Analyses…Industry Profiles • Datamonitor reports embargoed for academic market – may be a bit old In Cook Library Database

  10. Standard & Poor’s NetAdvantage – Industry Surveys • Environment • Trends • How the industry operates • How to analyze the industry • Financials for leading companies • Sources of Industry info • Industry publications • Trade organizations Cook Library Database

  11. More Research Tips! • http://pages.towson.edu/sgass/courses

  12. Questions? …feel free to contact me! Shana Gass (410) 704-2395sgass@towson.edu*preferred Or any reference librarian:Cook Library Web Site > Ask a Librarian for options

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