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Getting Down to Business Jeff Graveline, JD, MLIS Reference Librarian for Business, Mervyn H. Sterne Library Basic Company Research.

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Presentation on theme: "Getting Down to Business Jeff Graveline, JD, MLIS Reference Librarian for Business, Mervyn H. Sterne Library Basic Company Research."— Presentation transcript:

1 Getting Down to Business Jeff Graveline, JD, MLIS Reference Librarian for Business, Mervyn H. Sterne Library Basic Company Research

2 Public v. Private Domestic v. Foreign Parent v. Subsidiary Subsidiary v. Division Initial Questions Company v. Brand

3 Important SEC Filings 10-K DEF 14A 8-K 10-Q

4 SWOT Analysis Strengths Weaknesses Opportunities Threats

5 What are you looking for? Analyst reports Annual reports Auditor info / compensation Business description Company history Competitors Conference Calls Corporate governance Division & Units Earnings Executive compensation Executive biographies Executive perks Financials IPO materials Litigation Market cap Market share Marketing strategies / plans Mergers & Acquisitions News (about the company) Press releases Properties Rankings Ratios Sales SEC filings Shareholder lawsuits Stock pricing Subsidiaries & parents SWOT analysis

6 Where to begin? On the web Yahoo! (Finance) Google (Finance) Morningstar SeekingAlpha Company web sites SEC’s EDGAR system Library databases ABI/INFORM Complete Business & Company Resource Center Business Source Premier LexisNexis Academic Hoovers Company Records Mergent

7 S & P 100 Companies Apple: AAPL Amazon: AMZN American Express: AXP Best Buy: BBY Coca Cola: KO Costco: COST Ford: F Haliburton: HAL Home Depot: HD Nike: NKE Starbucks: SBUX United Parcel Service: UPS Walt Disney: DIS

8 What is the 52-week high stock price for the New York Times (NYT)? Starbucks Question of the Week

9 $ 14.87


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