1. Management Librarian in Troy Colette Holmes Email: holmec@rpi.eduholmec@rpi.edu Voice Mail: 518-276-8331 Folsom Library, 3 rd floor North (341A) Monday – Friday, 8:30 AM to 3:00 PM Appointments Recommended 1

2. ICP Basics U.S. and Public Will be Simpler Example: Boston Beer Ticker Symbol: SAM Stock Exchange: NYSE Public Company – Publicly traded Boston Beer & Brewery Industry Primary NAICS/SIC NAICS 312120 (Breweries) 6 digit SIC 2082 (Malt Beverages) 4 digit 2

3. SEC Filings U.S. Securities and Exchange Commission Public companies file with SEC: Disclose financial and other types of information See SEC and SEC Form 10-K articles (Wikipedia)SECSEC Form 10-K Puts wealth of information in public domain Library databases such as Mergent Online Make data and info access more user friendly 3

4. Company & Industry Look Ups Two A to Z lists One for company; one for industry Offer road map to each piece of information needed to complete ICPs. 4

5. From Intro to Management Homepage http://library.rpi.edu/update.do?artcenterkey=1359 http://library.rpi.edu/update.do?artcenterkey=1359 5 Start here

6. Company Information Look Up 6 Item From A to Z

7. Find Balance Sheet for Boston Beer 7 2. Helpful Info 4. Directions 3. Database Link 1. Licensed

8. Balance Sheet – Boston Beer 8

9. Information Sources Library Value-Added Databases Company Databases Industry & Market Reports/Overviews Trade Publications & Newspapers Public Domain Sources Include U.S. Economic Census Miscellaneous Government/Intergovernmental 9

10. Industry Info - Two Pronged Attack A to Z Look Up Similar to Company Industry/Market Reports Part of Library Licensed Databases Coverage Varies - with Industry - for Domestic vs. Global 10

11. Industry Information Look Up 11

12. Industry A to Z List 12 www.doingbusiness.org

13. Industry/Market Report Databases Library Databases (All Licensed) Best Bets Mergent Online LexisNexis Academic (Leans toward trade publications) LexisNexis Academic Net Advantage Business Source Premier Business & Company Resource Center Value Line Directions at http://www.rpi.edu/dept/library/html/images/mgmt/IndMktFin.doc (One page handout for today’s class) 13

14. Model Industry/Market Reports Search LOGON Go to http://library.rpi.edu. Click on B in A to Z list.http://library.rpi.edu Click on Business Source Premier FOLLOW SAMPLE Enter keywords describing industry such as beer Add keyword, global, for Global reports. Should find several years. From Document Type pull down, select Industry Overview. 14

15. Additional Sources to Consult Statistical Sources Mostly government, public domain. Statistical Sources Trade Publications Click on Journals tab. Under Journals, Newspapers, Trade Publications. Scroll down to Trade Publications and click on a link. Trade Publications Newspapers Click on Journals tab. Under Journals, Newspapers, Trade Publications. Scroll down to Newspapers and News Sources and click on a link. Newspapers 15

16. Library Tips Google Public domain --.gov.org Evaluates sources– Authority Beware costly Market/Industry Reports via Google Match publication date between sources Print Sources - Financial Ratios Upcoming class with professor at Folsom Library RMA and D&B 16