I. Company Description
IA. Company Identity:
db: Mergent Online; Thomson One Banker; Standard & Poor's Net Advantage (Register);
free db: EDGAR (SEC);
db:
free db: EDGAR (SEC);
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db: Business and Company Resource Center (Profile); Mergent Online; Thomson One Banker;
free db: EDGAR (SEC);
db: Business and Company Resource Center (Profile); Mergent Online; Thomson One Banker;
db: Business and Company Resource Center (Profile); Mergent Online; Thomson One Banker; Standard & Poor's Net Advantage (Register Executives);
free db: EDGAR (SEC);
db:
db: Business and Company Resource Center (Profile); Mergent Online; Thomson One Banker; Standard & Poor's Net Advantage (Register);
(Use: Standard Industrial Classification Manual to define SICs.)
db: Business and Company Resource Center (Profile); Mergent Online; Thomson One Banker;
(Use: North American Industry Classification System to define NAICSs.)
db: Business and Company Resource Center (Profile); Mergent Online; Thomson One Banker;
free db: EDGAR (SEC);
IB. Company Data:
db: S&P Net Advantage (Corporation Records); Mergent Online; Business & Company Resource Center;
db: Mergent Online; Thomson Banker One; Business & Company Resource Center; S&P Net Advantage (Corporation Records);
free db: EDGAR (SEC);
db: Mergent Online;
free db: EDGAR (SEC);
db:
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db: Mergent Online; Thomson Banker One; Business & Company Resource Center; S&P Net Advantage (Corporation Records);
free db: EDGAR (SEC);
In most cases, be wary of analysts who think they know what the CEO plans; WST contains transcripts of CEO presentations to investment groups.
db: Wall Street Transcript;
free db:
(In most cases, search by industry, NAICS, or SIC.)
db: Mergent Online; Thomson Banker One; S&P Net Advantage (Industry Surveys); Business & Company Resource Center; Business & Industry;
free db: EDGAR (SEC)[search by NAICS];
II. Company Analysis:
IIA. Measures of success:
(See note, above.)
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(See note, above.)
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(See note, above.)
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(See note, above.)
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(See note, above.)
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(Compare company accounting data to industry ratios & norms, below at IIIA4. This measures how the company is doing in comparison with its industry. These include things like beta, p/e ratio, eps (earnings per share), etc.)
db: Standard & Poor's Net Advantage (Industry Survey);
free db:
(Compare company data to industry ratios & norms. This measures how the company is operating in comparison with its industry's standards. These include things like stock turnover, warehouse/storage space, days on account, etc.)
db:
free db: Check the relevant professional industry association's website; most of the time, however, the associations provide this type of information only to paid members. To locate the national/international association for your profession (including their address, phone number, email, and/or website, look in the Encyclopedia of Associations.
This is often a subjective factor. How well does the company manage change? And in what areas: product/services development, employees & their work environment, corporate structure, marketing? Journal & magazine articles will be the primary source of information.
db: ABI Inform; Business ASAP; Wilson Business Full Text; Business NewsBank; Business & Industry;
free db: Various journals, magazines, newspapers;
Another subjective measure (or measures, really) of how well a company is doing is its reputation, among customers, competitors, other businesses, and among investors, although stock price is often an objective measure of the latter.
a. reputation among customers.
b. reputation among investors.
db: Business & Company Resource Center (Rankings);
free db:
IIB. General analyses:
(These are publications of investment houses and provide analysis of how a company or industry is performing and how its management and facilities are prepared for continuing progress.)
db: Investext; Business & Company Resource Center (Investment Reports);
free db:
(Value Line covers a select few companies and is primarily oriented to guiding investments; the other 2 sources do include rankings of companies based on their value as an investment.)
db: Value Line; Mergent Online; S&P Net Advantage (Stock Reports);
free db:
III. Industry Analysis & Projections:
IIIA. Analysis of the industry:
db: S&P Net Advantage (Industry Survey); Business & Industry; ABI Inform; Investext; Value Line (Industry)
free db: Bureau of the Census;
db: S&P Net Advantage (Industry Survey); Mergent Online; Thomson Banker One;
free db:
(These are publications of investment houses and provide analysis of how a company or industry is performing and how the management and facilities of the companies are prepared for continuing progress.)
db: Investext; Business & Company Resource Center (Investment Reports);
free db:
db: S&P Net Advantage (Industry Survey); Investext; Business & Company Resource Center (Investment Reports);
free db:
*Troy's work covers fiscal year 4 years prior to current; D&B covers most recent fiscal year; RMA provides some data for current year, some data for current 3 years.
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IIIB. Stock &/or commodity indexes:
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(Composite, industrials, utilities, transportation.)
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By market segment.
(S&P 500, Midcap 400, etc.)
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By industrial segment.
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If the company is directly affected by a commodity, whether as raw material or as part of its business, the prices and production of commodities are one indicator of its potential future.
db:
free db: Check websites for: Chicago Board of Trade (CBT); Chicago Mercantile Exchange (CME); Kansas City Board of Trade (KCBT); Minneapolis Grain Exchange (MGE); New York Board of Trade (NYBOT); New York Mercantile Exchange (NYMEX);
db: Subscription database. Title in
parentheses ( ) is the relevant section of
the preceding source.
free db: Internet source
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