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F321 Investment Management & Entrepreneurial Finance
Using this guide,
- You may research an industry.
- You can select a company for the F321 Research Project.
- You may find of sources to use to analyze your selected company.
Doing your research assignment [
PPT 42MB] Watch a brief slideshow on how to conduct your research.
Researching an Industry
Use the following to find overviews and analyses of a wide range of industries:
Source |
Location |
|---|---|
Includes S&P Industry Surveys |
|
Search within Industry and click on Market Research to view Euromonitor, Freedonia and U. S. Industry & Trade Outlook reports. |
|
Industry reports and statistics |
|
Country overviews of selected industries |
|
Statistics on selected industries, in tabular form |
|
Thomson Investext (IE Browser only) |
Investment research reports written by analysts at investment banks and consulting firms. Go to "Company Analysis > Research" area. |
Selecting a Company
To find a candidate company for your Research Report, check the following:
Source |
Location |
|---|---|
Select Companies to do a scan of companies by various criteria, e.g. market cap. Use NAICS industry codes |
|
On main screen, select Search For Companies button at left. Expand Stock & Earnings Criteria to use Latest Market Cap search (e.g., less than or equal to 2,000 million). You can also screen for firms by country or stock exchange. Or in Advanced Search, screen by many detailed items |
|
Allows you to screen by market cap and other variables. |
|
Use the Equity EQS function to screen for firms using criteria |
Analyzing the Selected Company
Use the following to assist your analysis of your company:
Task |
Source |
|---|---|
Finding corporate financials |
|
Products/ Markets |
|
Performance (analyst reports, earnings estimates, financial ratios, etc.) |
Thomson Investext (IE Browser only) - investment research reports. OneSource's US Business Browser - analyst reports, financial ratios. Thomson Research and Thomson One Banker - Analytics - earnings estimates. Zacks Earnings Forecaster, Jackson Reference Room (Table A) First Call Historical Database I/B/E/S - earnings estimates |
Business environment |
U.S. Market Trends & Forecasts, Jackson Reference Room (Table B) Business Source Complete - Enter either "trends" or "forecast" and your specific industry's name in the keyword search box to search for articles on industry trends. S&P Industry Surveys, available in S&P's NetAdvantage. |
Comparing data for multiple companies |
Compustat Type in multiple tickers, or import pre-existing set Thomson One Banker Analytics On main screen, select Search For Companies button at left. Expand Stock & Earnings Criteria to use Latest Market Cap search (e.g., less than or equal to 2,000 million). Select data you want from dark blue bar. Additional financial data can be downloaded using the special Excel add-in; consult the librarians for assistance.
|
Additional Help
Not finding what you need? Ask a Librarian or call the Information Desk at (650) 723-2163.
Prof McDonald works with Paul Reist in Jackson Library's Research Services group. Paul is happy to meet with you, or to answer your questions via email.
Page updated by: Paul Reist
