Embed Size (px)
Citation preview
Find Company Information in O’Kelly Find Company Information in O’Kelly LibraryLibrary
Phyllistine Poole, Business Reference Librarian
May 2006
This PowerPoint includes the following This PowerPoint includes the following sources of company information:sources of company information:
Selected Print Sources Selected Print Sources Selected O’Kelly Library Online databasesSelected O’Kelly Library Online databases Websites with Company InformationWebsites with Company Information Websites with Stock QuotesWebsites with Stock Quotes Selected Books in O’Kelly Library on Business Selected Books in O’Kelly Library on Business
LeadersLeaders
Suggestion: Print out these slides as Suggestion: Print out these slides as handouts, then go the library’s Website and handouts, then go the library’s Website and follow the directions in this PowerPoint.follow the directions in this PowerPoint.
Selected Print SourcesSelected Print Sources
Almanac of Business and Industrial Financial RatiosAlmanac of Business and Industrial Financial Ratios (Ref HF 5681 R25 A45 2006)(Ref HF 5681 R25 A45 2006)
Corporate Affiliations: U.S. Private CompaniesCorporate Affiliations: U.S. Private Companies (Ref (Ref HG 4057 A217 2004)HG 4057 A217 2004)
Hoover’s Handbook of Private CompaniesHoover’s Handbook of Private Companies (Ref HG (Ref HG 4057 A28616 2005)4057 A28616 2005)
Hoover’s MasterList of Major U.S. CompaniesHoover’s MasterList of Major U.S. Companies (Ref (Ref HD 2709 H66 2000)HD 2709 H66 2000)
Industry Norms and Key Business RatiosIndustry Norms and Key Business Ratios (HF 5681 (HF 5681 R25 I537 2004-050R25 I537 2004-050
Industry Surveys-Industry Surveys- ask for at the reference desk ask for at the reference desk Market Share Reporter (HF 5410M35 2005)Market Share Reporter (HF 5410M35 2005) RMA Annual Statement StudiesRMA Annual Statement Studies (HF 5681 B2 R6) (HF 5681 B2 R6)
Selected O’Kelly Library Online Selected O’Kelly Library Online Databases Databases
ABI/INFORM CompleteABI/INFORM Complete Lexis-Nexis Academic NewsLexis-Nexis Academic News Mergent OnlineMergent Online Hoover’s Company RecordsHoover’s Company Records Business Source PremierBusiness Source Premier
O’Kelly Library’s online databases are O’Kelly Library’s online databases are collections of information, including collections of information, including scholarly articles and even books in scholarly articles and even books in many subject areas.many subject areas.
In the business databases, find In the business databases, find articles on companies, news reports, articles on companies, news reports, financial reports, company profiles, financial reports, company profiles, etc.etc.
Available information on a company Available information on a company depends on whether it is public or private.depends on whether it is public or private.
Definitions of Definitions of public companypublic company:: A company that is listed on the Stock Exchange. The A company that is listed on the Stock Exchange. The
company's shares are available for the public to company's shares are available for the public to invest in.invest in.www.personal-finance.gbr.qc.com/personal-finance-www.personal-finance.gbr.qc.com/personal-finance-uk.htmuk.htm
A public company is a reporting company. The A public company is a reporting company. The company must file Form 10K and forms 10Q every company must file Form 10K and forms 10Q every year with the SEC [Security and Exchange year with the SEC [Security and Exchange Commission].Commission].www.going-global.com/equity/finance-glossary.html www.going-global.com/equity/finance-glossary.html
Public companies are required to file Public companies are required to file reports, like the 10-K and 10-Q, with reports, like the 10-K and 10-Q, with The SEC (U.S. Security and Exchange The SEC (U.S. Security and Exchange Commission) , http://www.sec.gov. Commission) , http://www.sec.gov.
Like an annual report, Like an annual report, the 10-Kthe 10-K explains the explains the company's business activities for the most company's business activities for the most recent twelve-month operating period. The recent twelve-month operating period. The 10-K, which is required to be filed with the 10-K, which is required to be filed with the Securities and Exchange Commission (SEC) Securities and Exchange Commission (SEC) within 90 days of the company's fiscal year within 90 days of the company's fiscal year end, typically contains more detail than an end, typically contains more detail than an annual report, such as more thorough annual report, such as more thorough operating and financial statistics, operating and financial statistics, information on legal proceedings, and information on legal proceedings, and management compensation.management compensation.
Form 10-QForm 10-Q is a quarterly version of the 10- is a quarterly version of the 10-K; however, it is less detailed and generally K; however, it is less detailed and generally unaudited. The SEC requires publicly traded unaudited. The SEC requires publicly traded companies to file form 10-Q within 45 days companies to file form 10-Q within 45 days of the end of each quarter, except the final of the end of each quarter, except the final quarter, in which the 10-K is filed.quarter, in which the 10-K is filed. (Explanations of 10-K and 10-Q from (Explanations of 10-K and 10-Q from The The Motley FoolMotley Fool , , http://www.fool.com/dripport/2000/dripport0http://www.fool.com/dripport/2000/dripport000106.htm) 00106.htm)
Definitions of Definitions of privateprivate company: company:
A company that does not permit the general public to A company that does not permit the general public to buy and sell its shares.buy and sell its shares.wps.pearsoned.co.uk/wps/media/objects/1065/1090612/wps.pearsoned.co.uk/wps/media/objects/1065/1090612/glossary.html glossary.html
Often, privately-held companies are owned by the Often, privately-held companies are owned by the company founders and/or their families and heirs, or by company founders and/or their families and heirs, or by a small group of investors. a small group of investors. http://en.wikipedia.org/wiki/Private_company http://en.wikipedia.org/wiki/Private_company
Information on private companies is harder to find than Information on private companies is harder to find than information on public companies because private information on public companies because private companies do not have to report information to the SEC.companies do not have to report information to the SEC.
To access the online databases:To access the online databases: Go to Winston-Salem State University’s Go to Winston-Salem State University’s Web site, at http://www.wssu.edu/wssu.Web site, at http://www.wssu.edu/wssu.Click on C.G. O’Kelly Library at the right.Click on C.G. O’Kelly Library at the right.
Under Under Research ToolsResearch Tools on the library’s on the library’s home page, click on the link home page, click on the link Electronic Electronic
ResourcesResources..
On the electronic resources screen, click on On the electronic resources screen, click on a link at the left to bring up a list of a link at the left to bring up a list of
databases in the subject area.databases in the subject area.
Click on the Business link to bring up a list of Click on the Business link to bring up a list of the business databases on the next screen. the business databases on the next screen. ABI/INFORM CompleteABI/INFORM Complete is one of the business is one of the business
databases.databases.
Search Search ABI/INFORM CompleteABI/INFORM Complete for articles from for articles from regional, national and international periodicals regional, national and international periodicals
and news sources on public and private and news sources on public and private companiescompanies. . Covers Business, finance, Covers Business, finance,
management and current affairs. management and current affairs.
SearchSearch Lexis-Nexis Academic for Public Lexis-Nexis Academic for Public and Private Company Information.and Private Company Information.
Lexis- Nexis AcademicLexis- Nexis Academic Business Business contains:contains:
Business News Business News Business articles from newspapers, magazines, journals, wires & transcriptsBusiness articles from newspapers, magazines, journals, wires & transcripts··Industry & Market Industry & Market News from over 25 industriesNews from over 25 industriesAccounting LiteratureAccounting Literature··Accounting Accounting Accounting journals & literatureAccounting journals & literatureCompany InformationCompany Information··Company Financial Reports Company Financial Reports Detailed financial data about companiesDetailed financial data about companies··Company Profiles Company Profiles Company information including executives, revenue and competitorsCompany information including executives, revenue and competitors··Compare Companies Compare Companies Find companies based on a variety of criteriaFind companies based on a variety of criteria··SEC Filings & Reports SEC Filings & Reports EDGAR filings, annual & quarterly reports & proxy statementsEDGAR filings, annual & quarterly reports & proxy statementsBusiness ResourcesBusiness Resources··Directories Directories Contact and resource information for companies and industriesContact and resource information for companies and industries
Lexis NexisLexis NexisClick on the Multidisciplinary Collection link on Click on the Multidisciplinary Collection link on
the electronic resources screen, then the electronic resources screen, then NewspapersNewspapers in the menu that appears. in the menu that appears.
Select the database Select the database Lexis-NexisLexis-Nexis Academic NewsAcademic News on the next screen on the next screen..
On the next screen that appears, click On the next screen that appears, click on the on the Business Business link.link.
On the next screen, click on the link to On the next screen, click on the link to Company Financial Reports for Company Financial Reports for
information on company finances.information on company finances.
Type the name of the company in the Type the name of the company in the search box on the next screen, select a search box on the next screen, select a
date range or leave it as it is, and date range or leave it as it is, and submit the search.submit the search.
On the next screen, click on the link to On the next screen, click on the link to information about the company.information about the company.
Scroll down the screen to read all the Scroll down the screen to read all the information. Notice the print and e-information. Notice the print and e-
mail options.mail options.
Private Company InformationPrivate Company Information
Information on private companies is harder Information on private companies is harder to find than information on public companies to find than information on public companies because they do not have to file with the SEC.because they do not have to file with the SEC.
You can find information on private You can find information on private companies, however, by going to the companies, however, by going to the company’s website if there is one, accessing company’s website if there is one, accessing an annual report online or requesting one an annual report online or requesting one from the company.from the company.
Try Try Lexis-NexisLexis-Nexis Academic News. Academic News.
Search for private company Search for private company information ininformation in Lexis-Nexis. Lexis-Nexis. SomeSome
private companies are inprivate companies are in this this database.database.
X out of the screen to return to the X out of the screen to return to the Lexis-NexisLexis-Nexis Academic News link. Click on the link.Academic News link. Click on the link.
Click on the Click on the Quick News SearchQuick News Search tab on the tab on the Lexis-Lexis-Nexis Nexis home page.home page.
Type the name of the private company in the Type the name of the private company in the search box under search box under Company InformationCompany Information on the on the lower right screen.lower right screen.
Choose Choose USUS Private CompaniesPrivate Companies from the drop- from the drop-down menu.down menu.
Change the date if you wishChange the date if you wish, and submit the , and submit the search.search.
Search Mergent OnlineSearch Mergent Online
U.S. Company Data on 10,000 U.S. public U.S. Company Data on 10,000 U.S. public companies—SEC filings back to 1993, companies—SEC filings back to 1993, descriptions, financial statements, up-to-descriptions, financial statements, up-to-date news items. International Company date news items. International Company Data—histories, descriptions, financial Data—histories, descriptions, financial information for current 10 years. Industry information for current 10 years. Industry Reports. Formerly Moody’s. Reports. Formerly Moody’s.
On the electronic resources screen, click on On the electronic resources screen, click on thethe
Business link to bring up the link to Business link to bring up the link to Mergent Mergent OnlineOnline. Scroll down to the link to the . Scroll down to the link to the
database.database.
On the On the MergentMergent home page, click on home page, click on enter enter mergentmergent onlineonline..
Type in the name of the company and Type in the name of the company and submit the search.submit the search.
Notice that you can search by NAICS or SIC code Notice that you can search by NAICS or SIC code and that there is a code lookup on the and that there is a code lookup on the Mergent Mergent
search screen.search screen.
You can also find NAICS codes at this U.S. Census You can also find NAICS codes at this U.S. Census Bureau site: Bureau site:
http://www.census.gov/epcd/www/naics.htmlhttp://www.census.gov/epcd/www/naics.html
A search for A search for retailretail turned up this: turned up this:
Click on the company name on the next Click on the company name on the next Mergent Mergent screen after submitting a search for screen after submitting a search for
the company name.the company name.
Notice the tabs near the top of the screen Notice the tabs near the top of the screen that lead to more information.that lead to more information.
Search Hoover’s Company RecordsSearch Hoover’s Company Records
Information on 40,000 public and private Information on 40,000 public and private companies including competitors and companies including competitors and location. Company history, financials and location. Company history, financials and top officers for public companies.top officers for public companies.
Click on the Business link on the Click on the Business link on the electronic resources screen. Scroll electronic resources screen. Scroll
down the list of databases that appears down the list of databases that appears and click on the link to and click on the link to Hoover’s Hoover’s
Company RecordsCompany Records..
Type the name of the company in the Type the name of the company in the search box and select search box and select Hoover’s Hoover’s
Company RecordsCompany Records from the drop-down from the drop-down menu.menu.
To read an article, click on the full-text To read an article, click on the full-text link to a Hoover’s article on the results link to a Hoover’s article on the results
screen. screen.
On the On the Hoover’s Company RecordsHoover’s Company Records screen, screen, notice the tabs on the left that lead to more notice the tabs on the left that lead to more
information.information.
Search Business Source PremierSearch Business Source Premier
Includes articles on marketing, Includes articles on marketing, management, MIS, POM, accounting, management, MIS, POM, accounting, finance and economics. Additional full-finance and economics. Additional full-text, non-journal content includes market text, non-journal content includes market research reports, industry reports, country research reports, industry reports, country reports, company profiles and SWOT reports, company profiles and SWOT analyses. analyses.
On the electronic resources screen, click on On the electronic resources screen, click on the Business link. Click on the link to the Business link. Click on the link to Business Source PremierBusiness Source Premier in the list of in the list of databases that appears on the screen. databases that appears on the screen.
On the next screen that appears conduct a On the next screen that appears conduct a search for your company.search for your company.
Search the following WebSearch the following Websites for company information:sites for company information:
The SEC (U.S. Security and Exchange Commission) The SEC (U.S. Security and Exchange Commission) , http://www.sec.gov. Public companies are , http://www.sec.gov. Public companies are required to file reports, like the 10-K and 10-Q, required to file reports, like the 10-K and 10-Q, with this government agency. with this government agency.
Like an annual report, the 10-K explains the company's Like an annual report, the 10-K explains the company's business activities for the most recent twelve-month business activities for the most recent twelve-month operating period. The 10-K, which is required to be filed operating period. The 10-K, which is required to be filed with the Securities and Exchange Commission (SEC) with the Securities and Exchange Commission (SEC) within 90 days of the company's fiscal year end, typically within 90 days of the company's fiscal year end, typically contains more detail than an annual report, such as more contains more detail than an annual report, such as more thorough operating and financial statistics, information on thorough operating and financial statistics, information on legal proceedings, and management compensation.legal proceedings, and management compensation.
Form 10-Q is a quarterly version of the 10-K; however, it Form 10-Q is a quarterly version of the 10-K; however, it is less detailed and generally unaudited. The SEC requires is less detailed and generally unaudited. The SEC requires publicly traded companies to file form 10-Q within 45 publicly traded companies to file form 10-Q within 45 days of the end of each quarter, except the final quarter, days of the end of each quarter, except the final quarter, in which the 10-K is filed.in which the 10-K is filed. (Explanations of 10-K and 10-Q from (Explanations of 10-K and 10-Q from The Motley FoolThe Motley Fool , , http://www.fool.com/dripport/2000/dripport000106.htm) http://www.fool.com/dripport/2000/dripport000106.htm)
AnnualReports.com AnnualReports.com
Company Web sitesCompany Web sites
Search the U.S. Securities and Search the U.S. Securities and Exchange Commission’s Web site.Exchange Commission’s Web site.
Go to Go to http://http://www.sec.govwww.sec.gov. Click on . Click on Search Search at the upper right of the screen to bring up at the upper right of the screen to bring up the search box.the search box.
Type in the name or ticker symbol for your Type in the name or ticker symbol for your company, and submit the search.company, and submit the search.
On the next screen that appears, click on On the next screen that appears, click on the html link to the 10Q, 10K or other the html link to the 10Q, 10K or other forms.forms.
Get stock quotes at these sites:Get stock quotes at these sites:
PC Quote, http://www.pcquote.com/PC Quote, http://www.pcquote.com/ Yahoo! Finance, http://finance.yahoo.com/Yahoo! Finance, http://finance.yahoo.com/
4747
Selected O’Kelly Books on Business Selected O’Kelly Books on Business LeadersLeaders
African American Business LeadersAfrican American Business Leaders (Ref HC 102.5 A2 (Ref HC 102.5 A2 K73 2004)K73 2004)
Business Leaders & SuccessBusiness Leaders & Success: : 55 Top Business Leaders 55 Top Business Leaders & How They Achieved Greatness& How They Achieved Greatness ( HF 5386 B945 2004) ( HF 5386 B945 2004)
Distinguished Asian American Business LeadersDistinguished Asian American Business Leaders (HC (HC 102 % 102 % A2 H56 2003)A2 H56 2003)
Encyclopedia of American Women in Business: From Encyclopedia of American Women in Business: From Colonial Times to the Present (HD 6054.4 U6 K753 Colonial Times to the Present (HD 6054.4 U6 K753 2005)2005)
Notable Corporate ChronologiesNotable Corporate Chronologies (Ref HG 4009.N68) (Ref HG 4009.N68) Who’s Who in Finance and IndustryWho’s Who in Finance and Industry (HF 3023 .A2 W5) (HF 3023 .A2 W5)
Need More Information or Assistance?Need More Information or Assistance?
Contact Phyllistine PooleContact Phyllistine Poole
Business Reference Business Reference LibrarianLibrarian
C.G. O’Kelly LibraryC.G. O’Kelly Library
(336) 750-2532(336) 750-2532
[email protected]@wssu.edu
Fax: (336) 750-2459Fax: (336) 750-2459
