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FINANCE321 Investment Management & Entrepreneurial Finance

Any questions? 
Ask your librarian:

[photo - Paul Reist]

Paul Reist

The Library has offered this guide to help you, if you wish, in working on Professor McDonald’s Research Report

Using this guide,

Researching an Industry

Use the following to find overviews and analyses of a wide range of industries:

 

Source

Location

S&P NetAdvantage

Includes S&P Industry Surveys

OneSource North American Business Browser

Search within Industry to view Datamonitor, Freedonia and other industry reports.

TableBase [icon - GSB]

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

OneSource North American Business Browser

Select Companies to do a scan of companies by various criteria, e.g. market cap. Use NAICS industry codes.

Thomson ONE Banker 
(IE browser only)

On main screen, select Screening and Targeting button at left. Expand Stock & Earnings Criteria at bottom 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

Capital IQ

Allows you to screen companies by market cap and valuation. Go to Company Screening, select Financial Information, select Valuation & Multiples

Bloomberg

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

Performance (analyst reports, earnings estimates, financial ratios, etc.)

Business environment

  • Forecasts section in the Library Reference Room, for larger picture
  • 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 database

Comparing data for multiple companies

  • Compustat - Type in multiple tickers, or import pre-existing set
  • Thomson ONE Banker (IE browser only) - On main screen, select Screening and Targeting 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 tabs. Additional financial data can be downloaded using the special Excel add-in; consult the librarians for assistance.

 

[icon - GSB] GSB Network     

Additional Help

Prof McDonald works with Paul Reist in the Library's Research Services group. Paul is happy to meet with you, or to answer your questions via email.

 

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