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FINANCE321 Investment Management & Entrepreneurial Finance
The 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. |
|
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. |
|
Thomson ONE Banker |
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 |
|
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 |
|
Comparing data for multiple companies |
|
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.

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