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F321 Investment Management & Entrepreneurial Finance
The Jackson Library has offered this guide to help you, if you wish, in working on Professor McDonald’s Research Report
Using this guide,
- You may research an industry.
- You can select a company for the F321 Research Report.
- You may find sources to use to analyze your selected company.
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 to view Datamonitor, Freedonia and other industry reports. |
|
Country overviews of selected industries |
|
Statistics on selected industries, in tabular form |
|
Thomson Investext |
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. [personal account information |
|
Thomson One Banker - Analytics |
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 |
Allows you to screen companies by market cap and valuation. Go to Company Screening, select Financial Information, select Valuation & Multiples |
|
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] |
Products/ Markets |
|
Performance (analyst reports, earnings estimates, financial ratios, etc.) |
Thomson Investext (IE Browser only) - investment research reports OneSource North America Business Browser Thomson Research (IE Browser only) and Thomson One Banker - Analytics (IE Browser only) - earnings estimates 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 I/B/E/S - earnings estimates |
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 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 - 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.
|
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Stanford Network
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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.

![[photo - Paul Reist]](/jacksonlibrary/images/staff/paul.jpg)