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Equities Research BUSI 3405U Kim Stymest, Business Librarian [email_address] 905.721.8668 x 2962
The Good…
The Bad… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Ugly…
You Need a Plan
Research Process Four Steps
Step One ,[object Object]
Choose Your Topic Wisely ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Recent News Abbott Laboratories Industry Info comparators Income Stmt/ Balance Sheet stock analysis Financial Drug Pipeline Management Team History,  background,  overview
Recent News Mergent,  FPInfomart company website, Company profile,  book news articles company website,  proxy factiva,  industry canada Abbott Laboratories Industry Info comparators Income Stmt/ Balance Sheet stock analysis Financial Drug Pipeline Management Team History,  background,  overview
Step Two ,[object Object]
Library Homepage www.uoit.ca/library
Search Results…
Company Websites ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Library Homepage Access your Subject Related Guides by clicking on  Subject Guides
 
Company Research
Industry & Market Research
Economics
Company Research Databases ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
More Company Research Databases ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Company Research
 
Hoover’s
Searching Abbott Laboratories
Searching Abbott Laboratories
 
Business Source Complete
Business Source Complete
Business Source Complete
Business Source Complete
SWOT Analysis  available Full Text
Business Source Complete
Business Source Complete
Mergent Online
Mergent Online Note our choices already!
 
 
 
Mergent Online Over on the Right you can download this to Excel!
Mergent Online
Mergent Online
Mergent Online
Mergent Online
FP Infomart
 
FPinformart
FPinformart
FPinformart
 
 
FPinformart
 
Factiva
Factiva
3,334 hits!
 
 
 
 
 
 
 
 
 
Factiva
Factiva
Factiva
Factiva
Factiva
 
 
 
 
Government Filing Sites SEDAR EDGAR
Company Research Filings are done to a government department (the SEC), so the link is in the “Government” section of the subject guide
Government Information, Legislation and Legal Cases
 
 
 
 
 
 
 
EDGAR (SEC DOCUMENTS SEARCH)
Government Information, Legislation and Legal Cases
Securities & Exchange Commission
Searching in EDGAR
You could also search by the company’s ticker symbol to search for its filings
Searching in EDGAR
 
MARKET AND INDUSTRY INFORMATION
Industry & Market Research
Global Market Information Database (GMID)
 
 
 
 
 
 
 
Industry Canada www.ic.gc.ca
 
 
 
Economic Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Economics
Bank of Canada www.bankofcanada.ca
 
The Fed (USA) www.federalreserve.gov
 
National Bureau of Economic Research www.nber.org
 
Bureau of Labor Statistics www.bls.gov
 
Economist Intelligence Unit
 
Searching for Articles
News & Current Affairs
News & Current Affairs
Company News Searching: Hints ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Company News Searching: Hints ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Keyword Searching Refresher?? Slides here for reference only; this topic will not be covered in class.
Constructing a Keyword Search ,[object Object],[object Object],[object Object],[object Object]
Boolean Operator  AND ,[object Object],[object Object],AND LESS avian flu AND vaccine
Boolean Operator  OR ,[object Object],[object Object],[object Object],OR MORE
Wildcard Symbol ,[object Object],[object Object],[object Object],[object Object]
Shorten the words to the last common letter… E N G I N E E R E N G I N E E R S E N G I N E E R I N G E N G I N E E R E D
Watch out! Each database has it’s own wildcard symbol  $ ? ! * are the most common… Use the wildcard symbol on the end of the word root: E N G I N E E R E N G I N E E R S E N G I N E E R I N G E N G I N E E R E D E N G I N E E R *
Quotation Marks ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step Three ,[object Object]
Analyzing Business Sources ,[object Object],Timeliness Reliability Bias Geography Perspective Source Purpose
The lies that PR people tell are usually lies of omission rather than outright falsehoods.  Eric Sparling Author of  “Confessions of a Former Spin Doctor” http://www.prwatch.org/prwissues/2000Q2/sparling3.html
Step Four ,[object Object],[object Object]
Kim Stymest   Business Librarian [email_address]

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BUSI 3460U - Fall 2010 [complete]

Notes de l'éditeur

  1. Business and the economy are well covered in the media
  2. Use an organizer to keep track of your ideas, plan your research…
  3. Use an organizer to keep track of your ideas, plan your research…
  4. For all of these resources you’ll be prompted to log in
  5. AND is important for two reasons: it helps you change your natural language search into a keyword search, and, it’s useful for narrowing or decreasing or refining your search results. First, let’s talk about how to use AND to change a natural language search into a keyword search : In some library databases if you type two or more words together, the database search engine searches for them as a phrase , even though you didn’t use quotes. So, for example, if you were looking for information about nurses who worked in the ICU unit, and you typed “ ICU nursing ”, in some databases, only records with the exact words typed in the exact order “ ICU nursing” would be retrieved. Often, it’s a better idea to SEPARATE the two concepts – “ intensive care” and “ nursing” . Tell the database search engine to retrieve ALL of the items with the required concept, “intensive care” or “ ICU” or “critical care”, and then review all of the items, AND display only the ones that have the additional required concept, “nurs$”, AND can also be used to refine your search results: If you find too many items, you need to either… select a narrower term, or tell the database search engine to look WITHIN the search results already retrieved, and ONLY display the items that contain the another important concept in our search. So…if lean manufacturing finds too much, either do your search again using a more specific term like Unified Lean Six Sigma , or narrow your search results to only include an additional concept, like lean manufacturing AND quality .
  6. Using the Boolean Operator OR is another way to increase the number of items the search engine retrieves. If you want to find MORE use OR (MORE = OR) Because the library databases only search for the words that you enter – not synonyms - if you enter the wrong word, you won’t retrieve anything, or maybe not all of the items that would be useful. So…if you can think of synonyms for your search term, consider including all of them in your search strategy. If you re-do your search and use synonyms for your term, and you still don’t find very much, use a broader term. For example, if your original search was “coats or jackets or blazers”, and you didn’t retrieve anything, try a broader term like “clothes or clothing”.
  7. The wildcard symbol increases the number of items retrieved. It is one of the most important search strategies you should ALWAYS use when searching library catalogues for books, or library indexes for articles in magazines, journals or newspapers. BTW…you don’t need to do this in Google, because Google has a great search engine. When you type a word like engineer in Google, it automatically retrieves all the words with the same root, and sometimes, it retrieves synonyms too.
  8. What letters would you type, and where would you place the wildcard symbol, in order to tell the database search engine to find all these forms of the word engineer ?
  9. You type the root of the word – the part of the word that is similar in every form of the word that is acceptable. In this example, all forms of the word include e-n-g-i-n-e-e-r . So, those are the only letters that you type. Include the wildcard symbol at the end of the root of the word. Remember!!! The wildcard symbol is usually almost always the STAR. However, it could be something else…in the UOIT library catalogue, the wildcard symbol is the dollar sign $
  10. Here are some examples of phrases that should be placed in quotes… “ hockey night in Canada” “ Red River Rebellion” “ Order of Canada” “ Charter of Rights and Freedoms” These are all SINGLE concepts that are expressed with multiple words.