FIN6350 – Advanced Financial Management Hillary Campbell Government Documents Librarian & Liaison to the School of Management 2-2-05 Using the Library’s Databases • • • • Access to very specific information Relatively high degree of authority on the information found within No duplicates More powerful “advanced” searching Accessing the Library’s Databases When on-campus, access is seamless When off-campus, a valid Comet Card number is required for access. http://www.utdallas.edu/library/collections/ dbases.htm 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 Suggested Databases – 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. Why? Good Jumping-Off Point, New Financials http://www.utdallas.edu/library/collections/ dbases.htm Suggested Databases – 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 Why? Annual / 10K Reports, Company Financials, and New Industry Analysis http://www.utdallas.edu/library/collections/ dbases.htm Suggested Databases – 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 Why? Corporate Bond Ratings & Industry Surveys http://www.utdallas.edu/library/collections/ dbases.htm Suggested Databases – 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 Why? Company Comparisons, News Articles http://www.utdallas.edu/library/collections/ dbases.htm Suggested Databases – Factiva (Dow Jones & Reuters) Provides info from financial quotes, market data, newspapers, company and industry news 1989- Present Why? Key Financial Ratios & Beta Stock Price, Industry Comparisons, SWOT Analysis http://www.utdallas.edu/library/collections/ dbases.htm 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/collections/ dbases.htm New Newspaper Coverage Wall Street Journal online – 1889 to the present New York Times online – 1851 to the present Financial Times – Indexed back to 1888 Print Resources – Stocks & Bonds S&P Bond Guide – 1990 to the Present Moody’s Annual Bond Record – 1990 to the Present ValueLine Investment Survey – 1975 to the Present *Located in McDermott Library Periodicals and Reference Areas - noncirculating Print Resources – Industry Information Standard & Poor’s Industry Surveys, 1973 – 1997 (check out), 1998 – Present (Reference only) Plunkett’s Industry Almanacs, 2002 Present (Reference and EBook) 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 Your M&A Term Project – News Sources Wall Street Journal online – 1889 to the present New York Times online – 1851 to the present Financial Times – Indexed back to 1888 LexisNexis Factiva – Dow Jones & Reuters Business & Company Resource Center Dallas Morning News – 1885 to the present Periodicals – Fortune, Forbes, Business Week, Barron’s, etc. Your M&A Term Project – Annual Reports & 10Ks Library Print Collection Mergent LexisNexis – Business Your M&A Term Project - Analysis Factiva LexisNexis Business Source Premier Business & Industry ValueLine Investment Survey - Print Your M&A Term Project – SEC filings info EDGAR LexisNexis Mergent Don’t use Factiva! Final Research Tips Don’t forget the Reference Librarians! Mon-Thur: 8am – 10pm Fri: 8am-8pm Sat:10am-7pm Sun:1pm-10pm How to Get Help from Home Email http://www.utdallas.edu/library/howto/forms/er fform.html Chat http://www.lib.utsystem.edu/students/ ask.html MC2 – McDermott Management Satellite Room 2.206 – off the Undergraduate Suite Hours 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 Want to See This Presentation Again? http://www.utdallas.edu/~hxc024100/ presentations.html Email hillary.campbell@utdallas.edu if you want a copy of the extended version University of Texas - Dallas An Equal Opportunity/Affirmative Action University P. O. Box 830643 Richardson, TX 75083-0643 972-883-2955 February 2, 2005