BIZ 240 and the Library

A world of resources at your fingertips

Traci Welch MoritzPublic Services Librarian/Assistant Professor

Heterick Memorial Library

Goals for the Day

• S&P Industry Survey (print)• S&P NetAdvantage• BizMiner• ValueLine• Hoovers• Morningstar• Mergent OnLine• US census bureau

Finding Industry Information

SIC vs. NAICS

• SIC = Standard Industrial Classification (1930’s)• Purpose – standardize description of

businesses• 4-digit system• Suitable for simpler, less interdependent

business setting• Still used in some business sources • Two systems are not seamless

SIC vs. NAICS

• NAICS = N. American Industrial Classification system (1990’s), work began 1987

• 6- digit system – better suited to a more complex business environment

• Accommodates needs of U.S., Mexican, Canadian firms

http://www.naics.com/info.htm

http://www.naics.com/search.htm

http://www.census.gov/eos/www/naics/

http://www.webstersonline.com/

DUNS

• Data Universal Numbering System. Provided by Dun & Bradstreet, a DUNS number is used by the government to identify contractors and their locations. A DUNS number is frequently required to register with the CCR (Central Contractor Register).

Tools for Describing the Industry

• Global Marketing information Database - GMID

• Standard & Poor’s Industry Surveys

(in Reference Collection R 332.67 S785s)

• Valueline• Morningstar• Hoover’s

Accessing Resources

Click on Databases

Accessing Resources

Choose Business

S&P industry Surveys

• In reference collection, Call number is R 332.67 S785s

• Gives overview of U.S. economy through 52 major divisions

• Divisions include:– Current Environment– Industry Profile– List of major sources of

info. for that industry – Info. on individual firms– STATS!!!

S&P industry Surveys

• “Index to companies” lists all reports in the two volumes + most recent issuance

• Each issue opens with “Monthly Investment Review”

• Moves to “Industry Surveys” in that issue and is listed chronologically by most recent date

• Index is on back page of each survey

S&P NetAdvantage

S&P NetAdvantage

To locate an Industry Survey, choose the "Industries" tab from the top

Use the drop down menu to select the industry you are researching, for example "Restaurants":

S&P NetAdvantage

The Industry Survey appears in the next screenshot. Use the link that is circled to make the Survey appear in its own window

S&P NetAdvantage

Use the links on the top left part of the screen to access different sections of the Industry Survey. The links on the top right hand part of the screen will display a variety of financial information about the industry and show how the top companies in the industry are ranked financially

S&P NetAdvantage

S&P Netadvantage

PDF is also an option.

BizMiner

• A statistical research database that includes both basic and highly granular trend analysis through in seven report series:

• Industry Financial Profiles

• US Market Research Profiles

• Local (State and Metro Area) Market Research Profiles

• Sole Proprietor Profit and Loss Profiles

• Startup Proprietor Profit and Loss Profiles

• Local Market Vitality Profiles

• Area Demographic Profiles

BizMiner

GMID

• Understand industry market performance trends and drivers

• Identify factors influencing the business environment

• Understand customers through effective profiling

• Anticipate opportunities by monitoring changing trends

• 115 million internationally comparable statistics on industries,

• countries and consumers• Forward looking analysis

from global, regional, country and

• company perspectives• Insightful comment from

expert analysts• Updated daily with our

latest research for 205 countries

GMID

http://www.library.auckland.ac.nz/subjects/bus/docs/GMIDTutorial.pdf

Front page 04/18/2011

Tools for Describing the Market

• Global Marketing information Database – GMID

• S&P Netadvantage• ValueLine• Morningstar• Mergent• Hoover’s

Value Line Investment Survey

Search by industry categories or by firms and then related firms.

Value Line – Industry Lookup

Valueline – Industry Lookup

Morningstar

Mergent Online

Search options, basic search is the default

Mergent Online – Advanced Search

Limiting features to focus search

Mergent Online – Company Search

Click here to find and download information.

Mergent Online - Reports

Choose items for report

Mergent Online - Reports

Choose report format

More Resources

• Historical Statistics of the U.S. at: http://hsus.cambridge.org/HSUSWeb/HSUSEntryServlet

• Statistical Abstract of the United States at: http://www.census.gov/compendia/statab/

• World Data Analyst • Lexis Nexis Statistical

Bureau of the Census

Business Websites

• http://staff.lib.muohio.edu/~hurstsj/Websites/bj.html -- Website of the business librarian at Miami University of Ohio about websites, other very valuable info provided

• http://www.forbes.com/lists -- lists of company info on a variety of topics

• http://finance.yahoo.com -- search engine • http://www.sec.gov/edgar/searchedgar/webusers.

htm -- SEC Edgar Site to search for filings, annual reports, 10-Ks and proxy statements

• http://www.thomasnet.com -- Thomas Registry

http://www.onu.edu/library/

Reference librarians on duty 8a-4p, 6-9pMonday – Thursday, 8a-4p Friday

and 10a-3:30p Sundays,One-on-one sessions available by appointment

Email t-moritz@onu.eduPhone 2473

Instant Messaging Chat Reference

Questions