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Mgmt 280

Business Information Sources Mgmt 280 Library Workshop Summer 2009. Mgmt 280. Your Instruction Librarians: Karen Gilles kgilles@seattleu.edu Bob Novak novakb@seattleu.edu. Our Goals. Overview : New Library Website

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Mgmt 280

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  1. Business Information Sources Mgmt 280 Library Workshop Summer 2009 Mgmt 280 Your Instruction Librarians: Karen Gilles kgilles@seattleu.edu Bob Novak novakb@seattleu.edu

  2. Our Goals Overview: New Library Website Process: Finding Business Info Application: Investment Report Assessment: Letter Assignment #1

  3. Assessment Letter Letter 1. This must be a "thank you,“ "what I learned," and "suggestions for improvement." • Address memo to Bob or Karen: Our title: Reference & Instructional Librarians Our temporary home Interim Library Seattle University 2nd Floor 1313 East Columbia Seattle, Washington 98122-1090 Library Website: http://www2.seattleu.edu/library/

  4. Due Date July 1st! Short Deadline? Befuddled ? Reassure yourself: Short & long reports in Reference Check syllabus for good & bad examples Review: Use the business research tutorial Remember:Ask for Help

  5. Research Problem Monthly stock *Also include Industry trends Librarians Bob Novak and Karen Gilles will read and comment on the Short Report

  6. Your Research Assignment in a COMPANY Directory info Trends:competition, outlook, suppliers, performance regulatory Financial: stocks, dividends, shares outstanding, balance sheet, profit/loss RATIOS, Human Element: corporate culture management style, employees/benefits social responsibility Marketing: strategy INDUSTRY Trends Ratios NOW: Where do you find the information? How do you divide the work?

  7. Criteria for Company Choice List First Things First • Public Private? -Subsidiary? Parent-National?- International • Same Industry -Financials –stocks for 3 yrs?-Mergers? Bankruptcy? Criteria for Finding Company Information scholarly articles, magazines, trade journals, news, press releases, creditable websites: industry, union, association, personal interviews Beyond the Company website

  8. II. Basics: addresses/execs…etc; Using codes/ symbolswith databases/web This example shows 1 SIC and 1NAICS; Diversified companies Will have many more

  9. II. Financial Information Databases: Lexis Nexis: Company Dossier Mint Global Reference USA Standard & Poor’s Net Advantage Morningstar Value Line (also in print) Web: Reuters.com MSN. com Yahoo! Finance Google Finance Primary Source: Company Website/ Ann Rpt SEC-10k’s www.sec.gov

  10. Primary SourcesFinancials… 10Ks Audience: SEC Audited Required : products, markets, market share, distribution channels, environmental/legal concerns Filings per activity 8ks, 10ks… No graphics Searchable May have President’s letter Annual Reports Audience: Stockholder Audited Management Philosophy President’s letter CEO personality, company. Mood Graphics may tell a story Bad news may be downplayed Can be SEC report .

  11. Now choose Business & Economics Remote access for databases SU User Name & Password

  12. Start Here for Lemieux Library’s: Business and Economics Databases Tutorials Subject Guides

  13. Exercise #1 • 1.Individual. Finding the tools. Do a quick check to see if your company is in the following sources: Mint Global, Reference USA, Lexis Nexis Company Dossier, Value Line, Standard & Poor’s Net Advantage. • 2.Which database will give you shares outstanding? Can you find dividends and monthly stock prices for your company • 3. Check Morningstar, Value Line, One Source Global Business Browser (via Reference USA) for an Analyst Report

  14. RatiosLiquidity-Leverage-Activity-Profitability Briefly: Liquidity: How quickly Assets can be turned into $ Leverage: Relationship between Debt and equity Activity: How is the company Keeping costs down; how well are assets utilized Profitability: What remains after All expenses are paid. Need More Help with Definitions ? Terminology Varies Financial Strength can include both liquidity and profitability ratios Profitability ratios = Management Effectiveness ratios Activity ratios = Efficiency Leverage ratios = Solvency= Debt 101 Business Ratios Ref HF 5657.4 G38 1993

  15. Calculating RatiosExercise #2-Which ratios are Liquidity, Leverage, Activity or Profitability From Callahan Syllabus Financial Ratios Calculator by UW Business Libraries http://www.lib.washington.edu/business/ratios/ratios_exp.html

  16. RATIOSLiquidty-Leverage-Activity-Profitability COMPANY DATABASES: Lexis-Nexis (Company Dossier) One Source Global Browser (Reference USA International Search) S&P’s Net Advantage (Company Information Compustat Excel Analytics) Mint Global WEB: Reuters. com Yahoo! Finance Zacks Investment Research INDUSTRY DATABASES/PRINT: Dun & Bradstreet’s Key Business Ratios Ref HF 5681 R25 I5 RMA AnnualStatement Studies (selective online via One Source Global Business Browser Industries via Reference USA International Search ) Ref HF 5681 B2 R6 WEB: Reuters.com Stocks Ratios MSN.com. (Company Financial Results

  17. Exercise #3 1. Find Company Ratios in either Lexis-Nexis Disclosure or One Source Global Business Browser (via Reference USA) 2. Find the industry ratios using Dun & Bradstreets Key Industry Ratios.

  18. Exercise #3 more… • Go to Reuters.com and find the current and quick ratios for both your company and the industry. • Find an activity ratio in Lexis-Nexis Disclosure

  19. Time for a BreakSee you in 20 minutes NEXT: Finding ARTICLES For TRENDS, CORPORATE CULTURE & MARKETING ALSO—CITING HINTS

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