Library Information Sources for Financial Management BUAD 381 Charlotte Johnson Jones Reference & Social Sciences Librarian Fall 2008 Information needs for Financial Management Corporate information Annual reports and financial statements Trends, ratios, stock prices, other benchmarks
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Charlotte Johnson Jones
Reference & Social Sciences Librarian
UMW Libraries have online and print resources to help you find all of these.
10K Wizard is a database
of financial and other information drawn from SEC filings by U.S. publicly traded companies.
10K Wizard is a rich database with many ways to search for and compile information on companies. Take the 10K Tour watch the UMW ShowMe! video to learn more.
Use the Financials view for this assignment.
Enter the ticker symbol for your corporation.
Choose Annual or Quarterly statements and the items you want to see.
Notice the SIC number for this corporation.
Click to download to Excel
Click on Source to see the text of the actual 10K filing.
WYSIWYG: What You See Is What You Get. You can delete and compress line items once the data is in Excel.
Please be sure to logout. UMW subscription allows only two concurrent users.
S&P NetAdvantage offers excellent access to stock prices, trends, and other subscription corporate and industry analysis.
Choose Companies tab for information on an individual company.
Financials are compressed and not downloadable in Excel. S&P numbers and analysis tend to be based on stock prices, valuations, and trends.
Beta: Look at the Glossary to see how the S&P beta is derived.
Watch our step-by-step ShowMe! Video “Using NetAdvantage” at www.library.umw.edu/showme/sp/sp.html
Why do you care?
Use this one for BUAD 381
S&P uses its own industry classifications.
Watch our ShowMe! video for how to use Business Source Complete.
Click the + sign.
Type the company name in the search box.
Click the symbol to open a list of options.
Important: Click once on the company name you want to search. Do not double click!Double clicking removes the company from the search.
Click the + sign to see the choices. Open Subject Content Types.
Wow! Analysis! Commentary/Opinion! Choose one and click on it once.
Change “Or” to “And.”
Run the search.
Click a title to see full text. Use the icons to e-mail, print, or save.
Or use “Editor’s Choice” under Subject for analytical articles selected by Factiva content specialists.
Use the same strategy to search for industry analysis.