Finding Analyst Reports for JOMC 551

Digital Media EconomicsJOMC 551, fall 2015

Stephanie Willen BrownLibrarian, Park Libraryswbrown@unc.edu919.843.8300 • @ UNCParkLib

http://bitly.com/jomc-WSJ

Finding Analyst Reports: Class TaskPC Users: go to Thomson ONE• Find analyst report for your company.• Select Research / Company Research from the

left navigation pane. • Must use Internet Explorer on a PC; allow pop-ups.

Mac Users: go to Business Source Premier• Industry reports, company profiles,• Find a SWOT analysis for your company.

http://guides.lib.unc.edu/jomc551/company

Thomson ONE: Persnickity

Thomson ONE Research Reports

Open Thomson ONE Report

Thomson ONE Report (many windows)

Business Source Complete: SWOT Analyses

Financial Info @ Bloomberg

Broker Research Reports = Analyst Reports

EE = Earnings & Estimates

GRAB to get screen shot

Compare Company Financials• GF (graphical financial analysis) – Use to compare companies

• RV = Relative Value– Compare within region (U.S.) or global– Choose industry (in some cases)– “Research” to see BRC for all “relative” companies

• BI = Bloomberg Industry. Data includes– Market share– Macro drivers– Industry info.– Individual company info. (compare in charts)

RV = Relative Value (compare $$)

BI = Bloomberg Industries• Analysis of Industry in PowerPoint slides – Download as “BITS”

• Data Library includes– Featured Data– Market Share– Macro drivers– Industry– Company Info– Cost analysis

– Has company info which you can compare– Others have demographic, economic data related

to industryIcon from https://www.iconfinder.com/icons/86112/business_o_tower_icon

BI: Industry Home Screen Internet

Excel: Bloomberg Terminal only• “All data must remain on a licensed Bloomberg”

• Cannot view data on another computer!

Sample 551 Papers @ Park Library• Borrow for 2 hours. – Ask for them at the front desk: • XPARK 551.1 v.2 • XPARK 551.1 v.3

• Companies Include– Yahoo!– New York Times– Netflix– Facebook’s Historic IPO:

BIA/Kelsey’s Take… and more

Former Student Says:• “The financial analyst reports and

the ability to grab a ton of tables to make a super-cool appendix were absolutely ESSENTIAL to my paper and I couldn't have written it without these tools.

• “I was able to argue my point (that investors should buy Facebook stock) using a true statistic - zero analysts recommended selling. Definitely helped my point!”

Training Online

Bloomberg Training: In Person• Video on library course page• Two types of one-on-one training:– 60 minutes– 30 minutes

• Register on library course page– Or http://bit.ly/jomcBloomberg

• Appointments possible – schedule 2-3 days in advance!