1. October 23, 2012
HRT 4000

2. Who Can Help?
 Gena Chattin, Subject Specialist for Management and HRT
(M-F 8-4:30 by appointment)
 E-mail: gchattin@uno.edu
Phone: 504-280-6554
AIM: gchattin@uno.edu (same as e-mail address)
 General Reference
(Usually, same hours as the library.)
 E-mail: libref@uno.edu
Phone: 504-280-6549
IM: http://library.uno.edu/helpfiles/ask.cfm (chat box on site)
Twitter: @ekl_library or #unolib
 UNO Library Website and Catalog: http://www.library.uno.edu
 Research Guides: http://libguides.uno.edu/business
 All UNO Library Databases: http://libguides.uno.edu/databases

3. Researching Corporations
Where Do You Start?
What Are You Looking For?
Company
Information?
Industry
Analysis
Financials
and Data?
http://library.uno.edu

4. Where To Begin:
Some Terminology
 Catalog: search for
books, journals, eBooks, magazines, CDs,
DVDs, newspapers, etc. by
title, author, subject, and more.
 http://library.uno.edu
 Databases: search for articles, book
chapters, company profiles, financial
statements, and more.
 http://library.uno.edu
 http://libguides.uno.edu/databases
 http://libguides.uno.edu/business

5. Beginning Company
Research
 Before searching a database, ask yourself:
 What is the company’s actual name?
 Who owns them? Are they a subsidiary?
 Is this a private or public company?
(Much, much more information on public
companies.)
 What financial reports are available?
 How do customers feel about this company?
Resources to help answer these questions
can be found by clicking the Company
Research tab at
http://libguides.uno.edu/business

6. Today’s Company
 Our Sample Company: Wyndham
Worldwide (Ticker: WYN)

7. Company Profiles and Basic
Information
 Business Source Complete
(look for the “Company Information” link)
 Hospitality and Tourism Complete
HRT-specific articles, news, and scholarship.
 LexisNexis Academic: Business
Company dossiers, lists and comparisons, reports, etc.
 Mergent Online
Company profiles, government filings, and more
 Mergent WebReports
Historical company documents dating back several years
 S&P’s NetAdvantage
Company profiles, reports, and downloadable data – Click
“Companies” tab.
Two Ways to Access:
http://libguides.uno.edu/business • http://library.uno.edu/databases

8. Try It!:
WYN Profile and SWOT
Analysis
MERGENT:
Do a Company
Search for “WYN.”
BUSINESS SOURCE
COMPLETE:
Find a SWOT Analysis
for “WYN.”

9. Financials and Govt. Filings
Financials
 Annual Reports
 Quarterly Reports
 Proxy Statements
 (issued before votes, often include ownership
and executive salary info)
Govt. Filings
 10 K Reports (Annual Reports)
 10 Q Reports (Quarterly Reports)
 Etc.

10. Resources for Company
Financials
 Mergent Online
 as we have just seen…
 Mergent/Moody’s Manuals
 in Mergent’s WebReports
 Click Search on the first screen and “Corporate
Manual Search” on the next.
 S&P’s Net Advantage
 For Stock Reports, click “Companies” tab, choose
“Stock Reports” under “Resources,” and search by
company.
 Value Line Investment Survey
 (Print only at UNO – ask for it at the circulation desk)

11. Resources for Government Filings
In addition to the resources on the last slide:
 EDGAR – US Securities & Exchange Commission
(SEC)
 http://www.sec.gov/edgar.shtml
 “Search for Company Filings” (but tutorials available on
the site to get full benefit of its data)
 SEC Index to Forms for Corporate Filings
 To help identify government filings and their purpose
 (http://www.sec.gov/info/edgar/forms/edgform.pdf)
 LexisNexis Academic: Business
 Click “SEC Filings” in the left-hand menu under
“Companies.”

12. Beginning Industry Analysis
Questions to Ask
 What is the NAICS Code?
 You will often need this to search some resources and also to compare
your company against competitors in the same category.
 Geographic Area?
 Industry Trends and Outlook?
 What is the product?
 Who are the customers and how do they feel about the
industry?
 Government Regulation?
 Who are the companies that are competitive in this Industry?
For a more thorough list of Industry Analysis resources, go to
http://libguides.uno.edu/business and click the “Industry Analysis”
tab.

13. Industry Analysis Resources
 Business Source Complete
 Journal articles, profiles, SWOT analyses, and
reports, searchable by NAICS code. You can also limit
your search to Trade Journals.
 LexisNexis Academic: Business
 Company and Industry Reports (including
Hoover’s), company profiles, and SEC filings
 Mergent Online
 Standard & Poor’s NetAdvantage
 Industry Surveys and Reviews, click the “Industries” tab.
 U.S. Census Industry and Economic Information
 (http://factfinder2.census.gov/faces/nav/jsf/pages/index.xh
tml)
 Click “Industry Codes” in the menu to the left and search
by NAICS Code.

14. Try It!: S&P Industry Survey
and United States Census
S&P:
• Industry Trends & Outlook
• “How to Analyze”
• Comparative Company
Analysis
U.S. Census Bureau:
• “Industry Codes” tab
• Search for NAICS “721110”
• Add to selections and narrow
down by geographic
location, etc.
http://factfinder2.census.gov/faces/nav/j
sf/pages/index.xhtml

15. HANDOUT HIGHLIGHTS
 Logging into Databases from Off
Campus
 Book and Call Number Locations
 Borrowing Privileges by Class Status
(i.e. “How many books can I take out at
a time?” etc.)
 Database search tips, tricks, and cheats

16. Parting Thoughts
 Allow yourself plenty of time with these
resources, and take advantage of tutorials.
They house massive amounts of complex
data.
 UNO Librarians are here to help you! If you
have questions, let us know! Give us as
much information as you can, and call /
e-mail ahead to set up an appointment to
get the best help possible.
 Thank you, and good luck!