2. Who Can Help?
Gena Chattin, Subject Specialist for Management and HRT
(M-F 8-4:30 by appointment)
E-mail: gchattin@uno.edu
Phone: 504-280-6554
AIM: gchattin@uno.edu (same as e-mail address)
General Reference
(Usually, same hours as the library.)
E-mail: libref@uno.edu
Phone: 504-280-6549
IM: http://library.uno.edu/helpfiles/ask.cfm (chat box on site)
Twitter: @ekl_library or #unolib
UNO Library Website and Catalog: http://www.library.uno.edu
Research Guides: http://libguides.uno.edu/business
All UNO Library Databases: http://libguides.uno.edu/databases
3. Researching Corporations
Where Do You Start?
What Are You Looking For?
Company
Information?
Industry
Analysis
Financials
and Data?
http://library.uno.edu
4. Where To Begin:
Some Terminology
Catalog: search for
books, journals, eBooks, magazines, CDs,
DVDs, newspapers, etc. by
title, author, subject, and more.
http://library.uno.edu
Databases: search for articles, book
chapters, company profiles, financial
statements, and more.
http://library.uno.edu
http://libguides.uno.edu/databases
http://libguides.uno.edu/business
5. Beginning Company
Research
Before searching a database, ask yourself:
What is the company’s actual name?
Who owns them? Are they a subsidiary?
Is this a private or public company?
(Much, much more information on public
companies.)
What financial reports are available?
How do customers feel about this company?
Resources to help answer these questions
can be found by clicking the Company
Research tab at
http://libguides.uno.edu/business
7. Company Profiles and Basic
Information
Business Source Complete
(look for the “Company Information” link)
Hospitality and Tourism Complete
HRT-specific articles, news, and scholarship.
LexisNexis Academic: Business
Company dossiers, lists and comparisons, reports, etc.
Mergent Online
Company profiles, government filings, and more
Mergent WebReports
Historical company documents dating back several years
S&P’s NetAdvantage
Company profiles, reports, and downloadable data – Click
“Companies” tab.
Two Ways to Access:
http://libguides.uno.edu/business • http://library.uno.edu/databases
8. Try It!:
WYN Profile and SWOT
Analysis
MERGENT:
Do a Company
Search for “WYN.”
BUSINESS SOURCE
COMPLETE:
Find a SWOT Analysis
for “WYN.”
9. Financials and Govt. Filings
Financials
Annual Reports
Quarterly Reports
Proxy Statements
(issued before votes, often include ownership
and executive salary info)
Govt. Filings
10 K Reports (Annual Reports)
10 Q Reports (Quarterly Reports)
Etc.
10. Resources for Company
Financials
Mergent Online
as we have just seen…
Mergent/Moody’s Manuals
in Mergent’s WebReports
Click Search on the first screen and “Corporate
Manual Search” on the next.
S&P’s Net Advantage
For Stock Reports, click “Companies” tab, choose
“Stock Reports” under “Resources,” and search by
company.
Value Line Investment Survey
(Print only at UNO – ask for it at the circulation desk)
11. Resources for Government Filings
In addition to the resources on the last slide:
EDGAR – US Securities & Exchange Commission
(SEC)
http://www.sec.gov/edgar.shtml
“Search for Company Filings” (but tutorials available on
the site to get full benefit of its data)
SEC Index to Forms for Corporate Filings
To help identify government filings and their purpose
(http://www.sec.gov/info/edgar/forms/edgform.pdf)
LexisNexis Academic: Business
Click “SEC Filings” in the left-hand menu under
“Companies.”
12. Beginning Industry Analysis
Questions to Ask
What is the NAICS Code?
You will often need this to search some resources and also to compare
your company against competitors in the same category.
Geographic Area?
Industry Trends and Outlook?
What is the product?
Who are the customers and how do they feel about the
industry?
Government Regulation?
Who are the companies that are competitive in this Industry?
For a more thorough list of Industry Analysis resources, go to
http://libguides.uno.edu/business and click the “Industry Analysis”
tab.
13. Industry Analysis Resources
Business Source Complete
Journal articles, profiles, SWOT analyses, and
reports, searchable by NAICS code. You can also limit
your search to Trade Journals.
LexisNexis Academic: Business
Company and Industry Reports (including
Hoover’s), company profiles, and SEC filings
Mergent Online
Standard & Poor’s NetAdvantage
Industry Surveys and Reviews, click the “Industries” tab.
U.S. Census Industry and Economic Information
(http://factfinder2.census.gov/faces/nav/jsf/pages/index.xh
tml)
Click “Industry Codes” in the menu to the left and search
by NAICS Code.
14. Try It!: S&P Industry Survey
and United States Census
S&P:
• Industry Trends & Outlook
• “How to Analyze”
• Comparative Company
Analysis
U.S. Census Bureau:
• “Industry Codes” tab
• Search for NAICS “721110”
• Add to selections and narrow
down by geographic
location, etc.
http://factfinder2.census.gov/faces/nav/j
sf/pages/index.xhtml
15. HANDOUT HIGHLIGHTS
Logging into Databases from Off
Campus
Book and Call Number Locations
Borrowing Privileges by Class Status
(i.e. “How many books can I take out at
a time?” etc.)
Database search tips, tricks, and cheats
16. Parting Thoughts
Allow yourself plenty of time with these
resources, and take advantage of tutorials.
They house massive amounts of complex
data.
UNO Librarians are here to help you! If you
have questions, let us know! Give us as
much information as you can, and call /
e-mail ahead to set up an appointment to
get the best help possible.
Thank you, and good luck!