|
|
FIN
573 Investment Analysis & Portfolio Management
The
Basics
- SEC
& EDGAR (Electronic Data Gathering, Analysis, and Retrieval system):
to look up specific filings, start from here.
- SIC
& NAICS: SIC
Code (Standard Industrial Classification Code). Is a government
tool that helps label products and industries. Enter industry or product
type (not brand name). You may have to follow the broader categories,
especially for industry overviews. NAICS
(North American Industry Classification System). Is a new system designed
to replace SIC. Conversion between NAICS codes and SIC codes is available
here.
~
top ~
Company
Profiles
| Mergent
Online |
|
Company profiles of 22,000 companies worldwide, including overview,
subsidiaries, history, news, ten years of annual and quarterly financial
statements and annual reports, bond information. Includes industry
reports, customized company search, and EDGAR search. |
| LexisNexis
Academic Universe |
|
The "Company Profiles" section includes detailed profiles
or brief snapshots of both public and private companies from various
sources. The "Company Financial" section provides detailed
financial data such as stock information, earnings, financial ratios,
etc. |
| Investext
Plus |
|
Profiles on major public companies worldwide. Covers business
description, products, history, and financial analysis. |
| Wall
Street Journal Online |
|
Full text coverage from 1984 to present. Provides a broad range of
information on businesses, industries, the economy, and sociopolitical
factors that influence the business world. |
| International
directory of company histories: HD2721 .I63 1988 (Reference) |
|
Detailed histories of major companies. |
| Hoover's
Online |
|
A free website providing brief company profiles. It is especially
useful for identifying top competitors in a certain industry or segment. |
~
top ~
Industry
Analysis
| Mergent
Online |
|
After entering the database, select "Industry Reports".
Mergent Online provides quarterly updated industry profiles of 22
sectors in North America since 2003. Each report covers the latest
industry environment, market size and value, industry highlights,
regulatory environment, market trends and outlook, and key references.
|
| Business
Source Premier |
|
Do a general article search using "Advanced Search", then
select "Industry Profiles" or "Market Research Reports".
Such reports or profiles usually come from renowned trade publications.
|
| Investext
Plus |
|
Full text reports for over 53 industries worldwide. Choose industry
from the drop-down menu, and use keywords to narrow the results. |
| LexisNexis
Academic Universe |
|
Select "Business -> Industry & Market" for articles
and reports from a large number of trade publications, and "Business
-> Business News -> Industry News" from other industry
related news. |
| Current
Industrial Reports |
|
Published by the Census Bureau, it provides monthly, quarterly, and
annual measures of industrial activity in the form of timely, accurate
data on production and shipments of selected products. |
| Wall
Street Journal Online |
|
Full text coverage from 1984 to present. Provides a broad range of
information on businesses, industries, the economy, and sociopolitical
factors that influence the business world. |
| ::
Reference Books :: |
Industrial Ratios:
- Industry
norms and key business ratios: HD9724 .I514 (Ready
Reference)
- Almanac
of business and industrial financial ratios: HF5681
.R25 T68 (Ready Reference)
- RMA
annual statement studies: HC101 .R6 (Ready Reference)
General
Industry Profiles and Reports:
- Standard
& Poor's industry surveys: HG4905 .S66 (Ready
Reference)
- Encyclopedia
of American industries: HC102 .E53 2001 (Reference)
- Encyclopedia
of emerging industries: HD2324 .E528 (Reference)
Specific
Industries:
- Manufacturing
& distribution USA: HD9721 .M368 2000 (Reference)
- Thomas
Food & Beverage Market Place: HD9003 .F578 (Reference)
|
| ::
Industry & Trade Associations :: |
Such
organizations are dedicated to promoting the industries they are
in and often collect extensive industry-specific data that are not
available elsewhere. Their Web sites sometimes make such data or
analytic articles/reports freely available. Contacting them directly
by calling or emailing are also a valid way of collecting exclusive
information. To find an industry-specific association, try the following
two sources:
|
~
top ~
Peer
Analysis: Comparisons, Rankings & Market Shares
| Mergent
Online |
|
After entering the database, select "Advanced Search". In
the result display, select companies to perform peer analysis according
to a number of chosen variables. |
| Mergent
Industry Review: HG4961 .M68 (Ready Reference) |
|
"Comprehensive statistical reference containing key financial
information, operating data, and rations on about 6,000 companies".
Arranged in 137 industry groups and displayed in ranking format, it
helps users to compare companies with each other. Updated twice a
year. |
::
Other Key Reference Books ::
::
Market
share and rankings information can also be found in the following
two places:
~
top ~
Stock
Reports & Analyst Reports
::
For the latest numbers:
::
For recent summaries and in-depth analysis:
- Value
line investment survey: HG4501 .V26 (Reference/Cabinet).
Summaries of about 1,700 public companies. Online access available in
the library. Ask at the Reference Desk.
- Investext
- Standard
& Poor's Analysts' Handbook: HG4519 .S77 (Ready Reference).
The monthly supplement contains index-level quarterly data on earnings,
dividends, sales, relevant ratios, etc.
- LexisNexis
Academic Universe: Business -> Company Financial ->
Choose "Stock Reports" under "Source". Sources include
Nelson's Company Research Reports,Nelson's Consensus Earnings Estimates,
Vickers Institutional Holdings, Vickers Securities Report, and Zacks
Investment Research, Inc. Consensus Earnings Projections.
QW |
