Skip to Content

Jackson Library

 
  • Email
  • Print
  • Share

F321 Investment Management & Entrepreneurial Finance

Any questions? 
Ask your librarian:

[photo - Paul Reist]

Paul Reist

The Jackson 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 [icon - Stanford]

Includes S&P Industry Surveys

OneSource North America Business Browser [icon - GSB] [icon - Special Password]

Search within Industry to view Datamonitor, Freedonia and other industry reports.
[personal account information [icon - GSB] [icon - Special Password]]

Business Insights [icon - Stanford]

Country overviews of selected industries

TableBase [icon - GSB]

Statistics on selected industries, in tabular form

Thomson Investext
(IE Browser only) [icon - Stanford]

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 America Business Browser [icon - GSB] [icon - Special Password]

Select Companies to do a scan of companies by various criteria, e.g. market cap. Use NAICS industry codes. [personal account information [icon - GSB] [icon - Special Password]]

Thomson One Banker - Analytics 
(IE Browser only) [icon - Stanford]

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 [icon - GSB]

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

Bloomberg [icon - Stanford]

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

OneSource North America Business Browser  [personal account information] [icon - GSB] [icon - Special Password]

Compustat [icon - Stanford]

Bloomberg [icon - Stanford]

Products/ Markets

Hoover's Online [icon - GSB]

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

Thomson Investext (IE Browser only) - investment research reports [icon - Stanford]

OneSource North America Business Browser [icon - GSB] [icon - Special Password] and Thomson One Banker - Analytics (IE Browser only) [icon - Stanford] for analyst reports, financial ratios (in Thomson One Banker, select Research in left column for reports).

Thomson Research (IE Browser only) and Thomson One Banker - Analytics (IE Browser only) - earnings estimates [icon - Stanford]

Zacks Earnings Forecaster, Jackson Reference Room (Table A). Limited Zacks data is also available in Bloomberg. To access, use Ticker <EQUITY> EE <GO> and select 13.

First Call Historical Database [icon - Stanford]

I/B/E/S - earnings estimates [icon - Stanford]

Business environment

Forecasts section in Jackson 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 [icon - Stanford]

S&P Industry Surveys, available in S&P's NetAdvantage database [icon - Stanford]

Comparing data for multiple companies

Compustat - Type in multiple tickers, or import pre-existing set [icon - Stanford]

Thomson One Banker - Analytics (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 - Stanford]

 

[icon - GSB] GSB Network     [icon - Stanford] Stanford Network    [icon - Special Password] Special Password

Additional Help

Not finding what you need? Ask a Librarian or call the Information Desk at (650) 723-2163.

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

 

Feedback

Is this page helpful?

Not
Helpful

Somewhat

Neutral

Helpful

Very Helpful


Comments:

Your affiliation: (required)

**Please enter the number shown below (required):
  
(This field is required to circumvent spam.)


Feel free to include your name and email (optional):

Name:

E-Mail: