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Finance 6150

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Finance 6150 Overview of Library Resources Winter 2015 Peter F. Bronfman Business Library Xuemei Li lixuemei_at_yorku.ca – PowerPoint PPT presentation

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Title: Finance 6150


1
Finance 6150 Overview of Library Resources
  • Winter 2015
  • Peter F. Bronfman Business Library
  • Xuemei Li lixuemei_at_yorku.ca

2
Library Website
  • Course Guide Finance 6150
  • http//www.library.yorku.ca/web/bbl/assignments/fi
    ne6150/
  • Finance Research Guides
  • http//researchguides.library.yorku.ca/finance
  • York Libraries
  • http//www.library.yorku.ca/web/
  • Peter F. Bronfman Business Library
  • http//www.library.yorku.ca/web/bbl
  • Business Resources A-Z
  • http//www.library.yorku.ca/web/bbl/collections/bu
    sinessonline/

3
Content of this Presentation
  • Identify Target Companies
  • Bloomberg LBO and Spin-off
  • SDC Platinum LBO and Spin-off
  • Locate Event Info
  • Lexis Nexis Academic
  • Finding Business Articles
  • Company and Industry Information

4
Identify Target Companies
  • Leveraged Buyout
  • Leverage was used to finance the purchase
  • Tools for screening companies SDC, Bloomberg
  • Spin-off
  • Tools for screening companies SDC, Bloomberg

5
SDC Platinum Leveraged Buyouts
Set Criteria
Company Tab Target Public Status (Public) Acquiro
r Public Status (Private) Deal Tab Deal
Type (Leveraged Buyouts) Deal Status (Completed
Unconditional)
6
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7
Bloomberg
  • Bloomberg is a real-time financial service that
    provides current and historical data, news and
    financial analysis of companies, equities, fixed
    income, bonds, indices, foreign exchange,
    commodities, shareholder info, WACC, bankruptcies
    etc from various sources. Economic statistics are
    also available.

8
Bloomberg Spin-off companies MA --gt Advanced
Search Deal Status --gt Completed Deal Type --gt
Spin-off Public/Private --gt (Acquirer, Target
Public) --gt Results
9
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10
Lexis Nexis Academic for known LBO
  • Advanced Options gt Date Jan. 1 to Dec. 31 2013 gt
  • Source Mergerstat MA Database gt Apply
  • Syntax Company(Dell) AND Leveraged Buyout

11
Lexis Nexis Academic for known Spin-off
ADT spin-off from Tyco International Ltd in
September 2012 Advanced Options gt Date Jan 1 to
Dec 31 2012 gt Apply gt Syntax Company(tyco) AND
ADT AND Spin-off gt Search
12
Company and Industry Information
  • Industrial classification codes
  • Company/ Industry Information 
  • Benchmarking
  • Finding Articles on Companies Industries

13
Industrial Classification Codes
  • The Standard Industrial Classification (SIC) is a
    useful tool for identifying key companies within
    an industry and conceptualizing the industry as a
    whole. SIC codes group together companies based
    on the goods and services produced.
  • SIC codes are used in a number of databases and
    print reference resources. In some cases, the SIC
    codes used in Canada differ from those used in
    the U.S. A print version of the SIC table of
    codes is found in the Canadian Key Business
    Directory available in the Bronfman Business
    Library Reference Room. SIC codes for Canada are
    also available on Statistics Canada's web site .
  • The North American Industry Classification System
    (NAICS) is an industrial classification system
    common to Canada, United States and Mexico.
    Gradually, the SIC system will be phased out in
    favour of the NAIC system. There are some
    differences however so if questions arise you
    will need to refer to Canada - NAICS 2012
  • U.S. Census Bureau NAICS

14
Company/Industry Information
  • Mergent Online Provides information for over
    10,000 U.S. public companies and almost 20,000
    non-U.S. public companies. Company records
    include detailed business descriptions, corporate
    histories, financial statements, ratios, long
    term debt, and earnings estimates . Mergent also
    provides industry reports for Canada and the U.S.
  • Marketline Advantage Formerly Datamonitor 360,
    is divided into Industry, Country, and Company.
    It covers SWOT company profiles for over 2500
    public and private enterprises worldwide,
    accessing fast and reliable insights on thousands
    of industry sectors including Porters Five
    Forces analysis, accessing a top-level view of
    the business landscape in over 110 countries.
  • Investext Plus A database providing reports from
    key brokerage firms covering global company and
    industry research and forecasts. Currently over
    140,000 documents are available in the database
    dating from 1994 to present. Internet Explorer 10
    or lower version must be used to access this
    database.

15
Company/Industry Information
  • NetAdvantage Standard Poor's database provides
    comprehensive information on business and
    investment information, offering on-line access
    to popular Standard Poor's research products
    such as Industry Surveys, Stock Reports,
    Corporation Records, The Register of
    Corporations, Directors and Executives, The
    Outlook, Mutual Fund Reports, etc. Also includes
    some Compustat data.
  • Business Monitor Online contains quarterly
    surveys and forecasts on Canadian, U.S. and
    industries worldwide.

16
Company/Industry Information
  • Factiva Provides company information with
    access to historical market data, interactive
    charting, and financial reports.
  • Lexis Nexis Academic provides access to
    documents and records from more than 45,000
    legal, news and business sources. It covers
    current international newspapers, as well as
    comprehensive company and industry reports
    including trade and marketing reports, patent
    details, merger and acquisition analysis, country
    reports and industry and legal publications.
    Lexis-Nexis also provides access to numerous
    reference tools, including biographical
    information, company directories, quotations and
    Whos Who titles.

17
Bloomberg Financial Analysis (FA)
18
Benchmarking
  • Risk Management Association. Annual statement
    studies financial ratio benchmarks . Arranged by
    NAICS.  Available in the Reference Room HF 5681
    B2 R6
  • Value Line Investment Survey Provides short
    introductory reports on each industry and
    detailed 1-2 page reports on the key companies in
    each industry. Located in the Reference Room and
    the call number is HG 4501 V26.
  • Damordan Online website of Aswath Damodaran,
    Professor of Finance at the Stern School of
    Business at New York University. Contains updated
    tables of data related to the courses he teaches
    on valuation, portfolio management and applied
    corporate finance.  Includes historical industry
    beta, along with a wealth of other data.

19
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20
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21
Finding Articles on Industries and Industry
Trends
  • ProQuest Business This link allows you to access
    the 5 preselected ProQuest business databases.
    The 5 databases are ABI/Inform Global, ABI/Inform
    Trade and Industry, CBCA Completed Business,
    ProQuest Asian Business and Reference, ProQuest
    European Business. These databases contain
    citations and abstracts for business and
    management publications, many of which are
    available in full-text or full-image.
  • Business Source Premier contains full text for
    2300 periodicals and other sources, including
    scholarly journals, trade and general business
    magazines, monographs, country economic and
    industry reports, industry yearbooks, and market
    research reports.
  • Factiva includes over 31,000 sources from more
    than 200 countries in 26 languages, including
    more than 600 continuously updated newswires. 
    For newspapers, the service provides same-day and
    archival coverage of The Wall Street Journal, The
    New York Times, Washington Post, The Globe and
    Mail, National Post, Toronto Star, Financial
    Times and local newspapers from every corner of
    the globe.

22
Developing an Effective Search Strategy for
full-text article databases
  • Avoid natural language but use operators and
    and or to search
  • and is used for combination of distinctive
    concepts and has effect of narrowing search
  • Finance and risk analysis earnings and
    estimates westjet and debt
  • or is used to combine synonyms or like terms
    and broadens search
  • Westjet or ryanair trend or outlook or
    forecasts
  • Use truncation symbols where appropriate to find
    relevant variants on a word
  • financ finance, finances, financial
  • As a rule it is best to put phrases with more
    than two words in quotes
  • ceo or chief executive officer ipo or
    initial public offering
  • Take note of the subject headings used and
    suggested in the database to refine your search
  • Finding Business Articles

23
Citing Business Resources
  • Bronfman Business Citation Guide in MLA and APA
  • Guidelines for citing information in different
    styles available on York Library web site also.
  • For citing unusual resources such as blogs,
    personal emails, multimedia etc., see net.Tutor
    Quick GuideCiting Net Resources.

24
Thank You for Your Attention
  • Business Librarians (full-time)
  • Angie An angiean_at_yorku.ca
  • June Hill jhill_at_yorku.ca
  • Xuemei Li lixuemei_at_yorku.ca
  • Yanli Li yanlili_at_yorku.ca
  • Stephanie Quail quailste_at_yorku.ca
  • Research Help
  • In person (see Bronfman website for research
    help hours)
  • Email bronfref_at_yorku.ca
  • Telephone during reference hours (416)
    736-5139
  • By appointment email a librarian
  • IM Chat service
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