Upload
traciwm
View
777
Download
0
Embed Size (px)
Citation preview
BIZ 2401 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 NetAdvantage
• BizMiner• Passport• eStatement
Studies
• Hoovers• Morningstar• 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).
Business and Industry
http://www.census.gov/econ/
Tools for Describing the Industry
• Passport (formally Global Marketing information Database – GMID)
• Standard & Poor’s Industry Surveys
• BizMiner Academic
• Morningstar• Value Line• Hoover’s
Accessing Resources
Accessing Resources
Choose Business
S&P NetAdvantage
To locate an Industry Survey, choose the "Industries" tab from the top
S&P NetAdvantage
Then choose the html or pdf of the report. Most are updated quarterly, some less often
S&P NetAdvantage
“downloadable company data” will open
spreadsheets of comparative peer
company data for that industry
Passport• 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
Passport
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
BizMiner
Search by NAICS or use the industry “drill down” to find
industry information
See the various BizMiner tutorials at the Database tab on the Research Guide
Tools for Describing the Market• Passport
• S&P Netadvantage• ValueLine
• Morningstar• 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
Industry ratios• Why use them?
– Analyze a company’s performance– Benchmark against a competitor– Compare company’s financial performance to industry
average to reveal relationships between items appearing on balance sheets and income statements• For example: Current assets to current liabilities
Net income to net sales
Some resources allow for keyword searching but the best
Search strategy is to use industry codes (SIC or NAICS)
ResourcesBizminer -- see ppt on Research Guide
eStatement -- can search by keyword or NAICS code
Keyword search isn’t that great so prepare a list of synonyms ie, auto, automobile, car, vehicle
More Resources
• Historical Statistics of the U.S. at: http://hsus.cambridge.org/HSUSWeb/HSUSEntryServlet
• World Data Analyst • Proquest Statistical Abstract of the U.S
• Proquest Statistical Insight
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-4:30p, 6-9pMonday – Thursday, 8a-4:30p Friday
One-on-one sessions available by appointment
[email protected] [email protected]
Questions