AIM4336 - Financial Statement Analysis

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Hillary Campbell
Reference Librarian &
Liaison to the School of Management
6-4-08
AIM 4336 – FINANCIAL
STATEMENT ANALYSIS
Print Resources – Company
Information
 Ward’s Business Directory of U.S. Private and
Public Companies – Reference Desk
 International Directory of Company Histories, REF
HD 2721.I48
 Circulating Books - Creative Memories : the 10
timeless principles behind the company that
pioneered the scrapbooking industry (Check the
catalog)
http://library.utdallas.edu
Print Resources – Industry
Information
 Standard & Poor’s Industry Surveys, 1973 -
Present
 Plunkett’s Industry Almanacs, 2002 - Present
(Reference and EBook)
Plunkett’s
 Airline, Hotel & Travel
 Finance & Investments
 Automobile
 Food
 Biotech & Genetics
 Health Care & Biotech
 Computers & Internet
 InfoTech
 E-Commerce & Internet
 Real Estate & Construction
Business
 Energy
 Engineering & Research
 Entertainment & Media
 Retails
 Telecommunications
Annual Reports Collection
 Paper and microfiche copies of annual and
10K reports
 Not indexed in the library catalog
 Catalog of titles in card file at the library
reference desk
Electronic Databases – Why
not go straight to Google?
 Access to very specific information
 Relatively high degree of authority on the
information found within
 No duplicates
 More powerful “advanced searching”
 You have already paid for them (and they are
NOT cheap!  )
Accessing the Library’s
Databases
 When on-campus, access is seamless
 When off-campus, a valid UTD-ID number is
required for access.
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
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.
http://www.utdallas.edu/library/resources/data
bases/dbases.htm
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
http://www.utdallas.edu/library/resources/data
bases/dbases.htm
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
http://www.utdallas.edu/library/resources/data
bases/dbases.htm
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
http://www.utdallas.edu/library/resources/databas
es/dbases.htm
Factiva (Dow Jones &
Reuters)
 Provides info from financial quotes, market
data, newspapers, company and industry
news
 1989- Present
http://www.utdallas.edu/library/resources/data
bases/dbases.htm
Business Source Complete
 Scholarly business database which provides a
comprehensive collection of bibliographic
and full text content.
 Good for SWOT Analysis
http://www.utdallas.edu/library/resources/data
bases/dbases.htm
SCOPUS
 Large multidisciplinary abstract database,
with selected full-text
 1966 – Present
 Large economics & management library
 Excellent for patent & trademark research
http://www.utdallas.edu/library/resources/databas
es/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/resources/data
bases/dbases.htm
Newspaper Coverage
 Wall Street Journal online – 1889 to the
present
 New York Times online – 1851 to the present
 Financial Times – Indexed back to 1888
 Dallas Morning News – Full text back to 1885
Suggested Databases – The
Others
 Business Source Complete
 Regional Business News
 Global Marketing Information Database (esp.
good for international companies)
Final Research Tips
 Don’t forget the Reference Librarians!
 Mon-Thur: 9am – 10pm
 Fri: 9am-6pm
 Sat:10am-3pm
 Sun:1pm-6pm
How to Get Help
from Home
 Email
http://www.utdallas.edu/library/askalib/
askalib.htm
 Chat
http://www.lib.utsystem.edu/students/
ask.html
MC2 – McDermott Management
Satellite
Room 2.206 – off the Undergraduate Suite
Hours (closed for summer)
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
Library Miscellany

The Orbit http://mcdermottlibrary.blogspot.com/
 Bloomberg – workstation in MC2

- Citation management service
that allows you to import citations from online
article indexes and databases, organize and manage
these references within folders, automatically
format them within papers and create instant
bibliographies in a variety of styles.
http://www.utdallas.edu/library/
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Presentation Again?
http://www.utdallas.edu/~hxc024100/
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University of Texas - Dallas
An Equal Opportunity/Affirmative
Action University
P. O. Box 830643 Richardson, TX 75083-0643 972883-2955
June 4, 2008
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