Bibliography

  • Company Information
  • Company Finance Information
  • Industry Information
  • Ratio Analysis & Commonsize Analysis
  • SIC/NAICS codes
  • International Resources
  • Marketing/Demographics/Statistics
  • Investing/Stock Market
  • Other Useful Tips and Resources
  • Databases & Books to know about
  • Case Study


  • HOME


    Company Information Sources

    Hoover's (some free content):
    http://www.hoovers.com
    Securities & Exchange Commission:
    http://www.sec.gov
    S & P NetAdvantage (not free):
    http://www.netadvantage.standardpoor.com
    Dun & Bradstreet Million Dollar Directory (not free):
    http://www.dnbmdd.com/mddi/
    Crain's (some free content):
    http://www.chicagobusiness.com
    ReferenceUSA (not free):
    http://www.referenceusa.com
    Sorkins Directory (not free--covers Midwest companies):
    http://www.sorkinsonline.com

    **Don't forget the company's web site!**
    **Don't forget to check the local newspapers!**
    **Often, company profile sources can be found through various business databases (e.g. Datamonitor in Business Source Elite, Hoovers in Lexis)**
    Other Company Information Resources (mostly print):
    Ward's Business Directory
    Ward's Private Company Profiles
    Directory of Corporate Affiliations
    aka "Who owns Whom" by LexisNexis
    International Directory of Company Histories
    America's Corporate Families
    CCH Capital Changes Reporter
    CIFAR's Global Company Handbook
    World Business Directory
    Value Line Investment Surveys
    Mergent/Moody's Manuals
    The Leadership Directories:
    Corporate Yellow Book
    Financial Yellow Book
    Nonprofit Sector Yellow Book

    Top of Bibliography


    Company Finance Sources

    Securities & Exchange Commission:
    http://www.sec.gov
    Corporate Information (some free content):
    http://www.corporateinformation.com/
    Thomson--own many financial and other data sources (NOT free--primarily professional)
    http://www.thomson.com/
    Wharton Research Data Services (NOT free--primarily larger b-schools)
    http://wrds.wharton.upenn.edu/demo/index.shtml
    S & P NetAdvantage (not free):
    http://www.netadvantage.standardpoor.com/
    Compustat (from S&P) (not free--primarily professional):
    http://www.compustat.com/www/db/me_lev3_01_db.html
    Center for Research in Security Prices(CRSP) data
    http://gsbwww.uchicago.edu/research/crsp/
    Value Line(not free):
    http://www.valueline.com

    ***Don't forget the company's web site!***

    Resources on how to get financing or start a business:
    Small Business Association:
    http://www.sba.gov
    HBS'Baker Library Subject Guides:
    Venture Capital & Private Equity:
    http://www.library.hbs.edu/industries/venture/index.html
    Other Company Finance Resources:
    How To Read a Financial Statement:
    http://philanthropy.ml.com/ipo/resources/pdf/howtoreadfinreport.pdf
    How to read Annual Reports and Financial Statements (from IBM):
    http://www.ibm.com/investor/tools/guides.phtml
    How to Read a Prospectus: a guide for beginning investors
    http://www.sos.mo.gov/securities/pubs/How%20to%20Read%20A%20Prospectus_01.2005.pdf
    The Numbers Game
    (Business Week May 14, 2001)
    www.businessweek.com/magazine/content/01_20/b3732001.htm
    Unlocking the Secrets of a Proxy Statement
    (Business Week March 4, 2002)
    www.businessweek.com/magazine/content/02_09/b3772114.htm
    The Fine Print: How to Read Those Key Footnotes
    (Business Week Feb. 4, 2002)
    www.businessweek.com/magazine/content/02_05/b3768111.htm
    Campbell R. Harvey's Hypertextual Finance Glossary:
    http://www.duke.edu/~charvey/Classes/wpg/glossary.htm

    Top of Bibliography


    Industry Information Sources

    Yahoo! Investor from Reuters:
    http://yahoo.investor.reuters.com
    Vault.com (mostly financial) industry overviews:
    http://www.vault.com/nr/ht_list.jsp?ht_type=7
    HBS Baker Library Industry Overview Index (good for getting ideas on industry information resources. Covers holdings of HBS.):
    http://www.library.hbs.edu/industries/industry_guides/
    World Bank/IMF Country/Sector Overviews (also good for getting ideas on industry information resources. Covers holdings of World Bank/IMF library):
    http://jolis.worldbankimflib.org/Pathfinders/index.html
    MarketResearch.com (aggregator of industry and other intelligence reports. Can get free access to abstracts of reports and get a good idea of what's out there)
    http://www.marketresearch.com
    eMarketer.com (some free content available through their browseable reports and estats):
    http://www.emarketer.com/Store.aspx
    KPMG Competitive Alternatives
    http://www.competitivealternatives.com/

    Databases and other proprietary resources to check for industry info:
    Standard & Poor's Industry Surveys
    Euromonitor's Global Market Information Database (GMID) (not free)
    Financial Times (in Industries & Special Reports section--not free): http://www.ft.com.
    Investext, Multex and other analyst report aggregators (not free)
    Specialized industry area sources like IDC, Gartner, and Faulkner's Advisory for IT studies; Plunkett's publications for assorted industries (see www.plunkettresearch.com for list of industries covered); etc.
    Lit searches in trade journals through business databases like ABI Inform and LexisNexis.

    ***Tip: Check consulting firms, research companies and other syndicated data producers' web sites--most give some information away for free. Start with www.marketresearch.com to see which companies cover your industry.***
    Other Industry Resources (mostly print):
    • Encyclopedia of American Industries (Gale)
    • Encyclopedia of Emerging Industries (Gale)
    • Mergent's Industry Review (formerly Moody's)
    • US Industry & Trade Outlook
    • US Market Trends and Forecasts
    • Encyclopedia of American Industries
    • International Yearbook of Industrial Statistics
    • Euromonitor publications (for International and US)
    • Encyclopedia of Emerging Industries
    • Financial studies of the small business
    • Business statistics of the United States
    • Annual Survey of Manufacturers
    • Manufacturing USA
    • Service Industries USA
    • Thomas Register of Manufacturers
    • Sorkins Directory (Midwest Companies)

    Top of Bibliography


    Ratio Analysis & Commonsize Analysis Sources

    Some print resources
    • Business Rankings Annual
    • Almanac of business and industrial financial ratios
    • Industry norms and key business ratios
    • Robert Morris Associates (RMA) Annual Statement Studies
    • Ward’s Business Directory (sales ranked within SIC)
    • D&B business rankings
    Some explanations & tools
    Common Size Financial Statements
    http://www.netmba.com/finance/statements/common-size/
    Financial Ratios and Quality Indicators--from the SBA
    http://www.sba.gov/test/wbc/docs/finance/fs_ratio1.html
    Financial Calculator site:
    http://www.bankrate.com/brm/news/biz/bizcalcs/ratiocalcs.asp

    Other tips: Look for articles on benchmarking and "best practice"or similar terms for your industry and try to find special issues of trade journals.


    Top of Bibliography


    SIC & NAICS codes

    NAICS and SIC codes can be useful tools when doing research on an industry or looking into a company's competitors. Essentially, NAICS and SIC codes classify the industry areas in which a company operates. A helpful analogy is the Library of Congress classification system and the Dewey Decimal code.

    A company can have more than one SIC or NAICS code; a primary code to identify its main area of business and additional codes to indicate other areas of activity. A caveat: Companies determine which SIC/NAICS classification should describe them. Using SIC/NAICS codes will not necessarily produce an exhausitive, comprehensive list of an industry's players.

    NAICS, North American Industrial Classification System, codes are intended to replace/supercede SIC, Standard Industrial Classification, codes but this hasn't been fully implemented. Some resources still use SIC, others only NAICS. Generally you will need to know corresponding codes in each system.

    Finally, Standard and Poor's is developing GIC or Global Industry Classification codes. These are relatively new and have yet to be implemented widely. More information can be found here: http://www.sptopix.com/icp_e/industry/peers/gics_e.html

    Not all industry resources utilize NAICS or SIC codes (or the GIC system) in their indexing, but being aware of these classification systems can help you make best use of those that do.

    NAICS & SIC correspondence tables:
    http://www.census.gov/epcd/www/naics.html

    Some print resources for NAICS/SIC:
    • NAICS/SIC Codes, United States Manual 1997
    • Standard Industrial Classification Manual 1987
    • International Concordance between the industrial classifications of the United Nations (ISIC REV 3) and Canada (1980 SIC), the European Union (NACE REV 1), the United States (1987 SIC)

    Top of Bibliography


    International Sources

    International Trade Indices:
    The Internationalist (for international exchanges):
    http://www.internationalist.com/business/stocks/
    Standard & Poor's Global Data:
    www.spglobal.com/
    NYSE International:
    http://www.nyse.com/international

    International Annual Reports:
    CAROL (for Asia, Europe and UK annual reports):
    http://www.carol.co.uk
    SEDAR (for Canadian annual reports):
    http://www.sedar.com

    Dictionaries and translators:
    Directory of online dictionaries and translators:
    http://www.word2word.com/dictionary.html
    BabelFish:
    http://world.altavista.com/

    Other resources for international information:
    International Financial Statistics Locator (print)
    Europa World Yearbook (print)
    NationMaster
    (great for country comparisons)
    http://www.nationmaster.com/
    BRASS' "Best of the Best" International Business Sites:
    BRASS'"Best of the Best" International Business
    CorporateInformation (requires free registration):
    http://corporateinformation.com
    Global Edge:
    http://globaledge.msu.edu/ibrd/ibrd.asp
    Fortune Global 500:
    http://www.fortune.com/fortune/global500
    International Chambers of Commerce:
    http://www.iccwbo.org
    Internet Public Library Newspapers:
    http://www.ipl.org/div/news/

    Mostly fee-based:
    Country Information
    Culturegrams (some [not much] free content):
    http://www.culturegrams.com/
    Country Watch:
    http://www.countrywatch.com/
    Country Briefings from the Economist:
    http://www.economist.com/countries/
    Latin Investor:
    http://latinvestor.americaeconomia.com/HomeENG.asp
    Latin American Network Information Center:
    http://lanic.utexas.edu/
    CIA World Factbook:
    http://www.cia.gov/cia/publications/factbook/
    DOE Country Analysis:
    http://www.eia.doe.gov/emeu/cabs/contents.html
    State Department's Country Commercial Guides (archive):
    http://www.state.gov/www/about_state/business/com_guides/index.html
    Export.gov's Country & Industry Market Reports (requires registration)
    http://www.export.gov/marketresearch.html
    OFFSTATS:
    http://www2.auckland.ac.nz/lbr/stats/offstats/OFFSTATSmain.htm
    International Monetary Fund (IMF) Country Info
    http://www.imf.org/external/country/index.htm

    ***Don't forget country homepages (yes, they exist!) and tourist bureaus.***

    Don't forget the regional versions of various search engines and Hoovers and:
    Search Engine Colossus:
    http://www.searchenginecolossus.com/

    Top of Bibliography


    Marketing/Demographics/
    Statistics

    General Business Statistics
    Statistical Resources on the Web:
    http://www.lib.umich.edu/govdocs/stats.html
    FirstGov (US Government web sites portal):
    http://www.firstgov.gov
    Gov't Information by Type of Business Need:
    http://www.anderson.ucla.edu/resources/library/govinfo_bytype.htm
    Statistics of US Business:
    http://www.census.gov/csd/susb/susb.htm
    Statistical Abstracts:
    http://www.census.gov/statab/www/
    CenStats:
    http://censtats.census.gov/
    Bizstats:
    http://www.bizstats.com/
    American FactFinder:
    http://factfinder.census.gov/servlet/BasicFactsServlet
    County Business Patterns:
    http://www.census.gov/epcd/cbp/view/cbpview.html
    Stat-USA (not free):
    http://www.stat-usa.gov/
    OECD (Organization for Economic Co-operation & Development) (not free)
    :
    http://www.oecd.org
    IMF
    http://www.imf.org/
    World Bank
    http://www.worldbank.org/
    Small Business Administration:
    http://www.sba.gov
    OFFSTATS (for country statistics)
    :
    http://www2.auckland.ac.nz/lbr/stats/offstats/OFFSTATSmain.htm
    Metro Chicago Facts Online
    http://www.mcfol.org/
    Consumer Behavior/Demographics
    Sourcebook of ZIP code demographics. (Also Sourcebook America, CD Rom)
    Demographics USA.
    American Demographics (formerly it's own journal, now part of AdAge)
    http://demographics.com/
    Lifestyle market analyst from SRDS
    MRI (Mediamark Research, Inc.)
    Global Market Information Database from Euromonitor (GMID)
    American Marketplace: Demographics and spending patterns.
    Sales and Marketing Management
    Survey of Buying Power (November special Issue)
    Simmons Study of Media & Markets (Choices III)
    American Customer Satisfaction Index:
    http://www.theacsi.org/
    Marketing/Advertising
    Ad Age Data Center
    http://www.adage.com/datacenter.cms
    Advertising World
    http://advertising.utexas.edu/world/
    MIT's Library Marketing Subject Guides
    http://libraries.mit.edu/guides/subjects/marketing/index.html
    Standard Directory of Advertising Agencies (Red Book)
    Red Books Online (for some free brand and advertising info):
    http://www.redbooks.com
    Standard Rate and Data Service (SRDS)
    rates for Radio, Hispanic Media, Consumer Magazine and Agri-Media, Business Publications and Newspapers
    Ad$pender
    http://www.tnsmi-cmr.com/products/adspender.html
    Companies and their Brands (Gale)
    Encyclopedia of Consumer Brands
    Patents/Trademarks
    US Patent & Trademark Office:
    http://www.uspto.gov/

    Top of Bibliography


    Investing/Stock Market Resources

    Here are some resources that can help you examine stock prices and related information or just learn about the stock market and other investment areas:
    Sites with a little bit of everything:
    Motley Fool's "Fool School":
    http://www.fool.com/school.htm
    Money Chimp
    http://www.moneychimp.com
    Stock and Commodity Exchanges (from Rutgers>
    http://www.libraries.rutgers.edu/rul/rr_gateway/research_guides/busi/stocks.shtml
    Stock information:
    The Wall Street Transcript (not free):
    http://www.twst.com
    Standard & Poor's Global Data (some free):
    www.spglobal.com/
    Value Line (some free):
    http://www.valueline.com/
    MorningStar (some free):
    http://www.morningstar.com/
    BigCharts:
    http://bigcharts.marketwatch.com/
    Zack's.com:
    http://my.zacks.com
    Bloomberg.com (some free):
    www.bloomberg.com
    CNN Money:
    http://money.cnn.com/
    Yahoo! Finance:
    http://finance.yahoo.com/
    New York Stock Exchange:
    http://www.nyse.com/home.html
    How to Analyze a Stock:
    http://moneycentral.msn.com/investor/research/wizards/SRW.asp
    IPO's:
    Hoover's Online IPO Central
    http://www.hoovers.com/global/ipoc/index.xhtml
    Edgar Online IPO Express
    http://ipoportal.edgar-online.com/ipo/home.asp
    Yahoo! IPOs
    http://biz.yahoo.com/ipo/
    Bond Information
    Bond Market Association:
    http://www.bondmarkets.com/
    Investing in Bonds.com
    http://www.investinginbonds.com/
    Yahoo! Bond Center
    http://bonds.yahoo.com/search.html
    CNN Bonds and Rates
    http://money.cnn.com/markets/bondcenter/
    Mutual Fund Information:
    Yahoo! Mutual Fund Screener
    http://screen.yahoo.com/funds.html
    Brill's Mutual Funds Interactive Fund
    http://www.fundsinteractive.com/
    Fund Alarm
    http://www.fundalarm.com/
    Commodities & Futures:
    Commodity Futures Trading Commission
    http://www.cftc.gov/cftc/cftchome.htm
    New York Board of Trade
    http://www.nybot.com
    Chicago Board of Trade
    http://www.cbot.com/
    Historical Stock Information & General Stock/Bond reference:

    Some web sites like Big Charts and Yahoo! Finance will give you data going back a few years. For older data, Mergent (Moody's) manuals can be useful. Use old Wall Street Journals for daily stock prices--watch out for name changes of companies as well as acquisitions, etc. NOTE: Online sites will not track historical data for old/defunct ticker symbols. If a company has merged or gone bankrupt you will likely need print or specialized, proprietary sites to get stock data.


    Some Print Resources:
    • Daily Stock Price Record (from S&P)
    • Stocks, Bonds, Bills and Inflation (SBBI) from Ibbotson
    • CRB Commodity Yearbook (from Commodity Research Bureau)

    Top of Bibliography


    Other Useful Tips and Resources

    Here are some other sites that may be useful to you:
    The BusLib email group:
    http://listserv.boisestate.edu/archives/buslib-l.html
    BUSINFOTEACHERS list (for library educators who teach business sources and services)
    http://listserv.kent.edu/archives/businfoteachers.html
    BRASS, the Business Reference And Services Section of ALA:
    http://www.ala.org/rusa/brass/
    SLA Business & Finance Division:
    http://www.sla.org/content/community/units/divs/division.cfm
    Gary Price's List of Lists:
    http://www.specialissues.com/lol/
    ExLibris:
    http://marylaine.com/exlibris/index.html
    Librarians Index to the Internet:
    http://www.lii.org/search/file/busfinjobs
    Internet Public Library:
    http://www.ipl.org
    The Wayback Machine:
    http://www.archive.org/
    Informed Librarian Online: (not free anymore)
    http://www.infosourcespub.com/ilofreesubscribe.cfm
    Business Information Alert (print subscription):
    http://www.alertpub.com/hpbia.html
    Business 2.0 Web Guide:
    http://www.business2.com/webguide
    Mary Ellen Bates' Tip of the Month:
    http://www.batesinfo.com/tip.html
    "Invisible web" and other search resources:
    www.completeplanet.com
    http://www.profusion.com/ (formerly invisibleweb.com)
    www.invisible-web.net (has a business category)
    Teoma:
    http://www.teoma.com
    Super Searchers web page:
    http://www.infotoday.com/supersearchers/
    SearchDay:
    http://searchenginewatch.com/searchday/
    Don't forget business school library sites and other library sites.
    Here are a few:
    Harvard's Baker Library:
    http://www.library.hbs.edu/
    Lippincott Library @ Wharton:
    http://www.library.upenn.edu/lippincott/
    Michigan's Kresge Business Library:
    http://eres.bus.umich.edu/
    MIT's Library Subject Guides:
    http://libraries.mit.edu/guides/subjects/marketing/index.html
    Georgetown's Business Intelligence Center
    http://www.library.georgetown.edu/bic/
    Carnegie Library of Pittsburgh's Business Department
    http://www.clpgh.org/locations/business/
    Bizlink from The Public Library of Charlotte and Mecklenburg County
    http://www.bizlink.org/
    BizWiki from Ohio University
    http://www.library.ohiou.edu/subjects/bizwiki/index.php/Main_Page

    Top of Bibliography


    Databases/Proprietary sources to know about

    General Business Databases:
    Contain articles, some directory information, some financial information, company profiles, etc.
    • OneSource Business Browser
    • LexisNexis
    • Factiva (formerly Dow Jones Interactive)
    • ABI Inform
    • Business & Industry Database
    • Business Source Elite/Premier (from Ebsco)
    • Business & Company Resource Center (from Gale)
    • Alacra
    • RefUSA (American Business Disk)
    • Dialog (see bluesheets for appropriate libraries/databases)

    Global/Country/Statistical Information:
    • EIU Economist Intelligence Unit
    • ISI Emerging Markets
    • Source OECD
    • Stat-USA
    • LexisNexis Statistical
    • Global Financial Data (globalfindata.com)
    • ICC (British & Irish company data)
    • Snapdata (global industry data)

    Guides to Business Resources
    • Business Information, How to Find It, How to Use It by Michael Lavin (Oryx 1992, 3rd ed. forthcoming?)
    • Encyclopedia of Business Information Sources (14th edition, Gale 2000)
    • Basic Business Library by Karp and Schlessinger (Oryx 2002)
    • Strauss's Handbook of Business Information : A Guide for Librarians, Students, and Researchers (Rita W. Moss, Libraries Unlimited, 2004).
    • Industry Research Using the Economic Census (Jennifer Boettcher, Greenwood Press, 2004)
    • Business Statistics on the Web (Paula Berenstein, CyberAge Books 2003)
    Company & Industry Information (including Financials):
    • Hoover's
    • Thomson ONE (includes Disclosure, SDC Platinum, Datastream, etc.)
    • S & P NetAdvantage
    • FIS Online (Mergent/Moody's)
    • Value Line
    • Bloomberg
    • Wall Street Transcript
    • PROMT (Predicasts Overview of Markets and Technology)
    Analyst Reports/Investment Research
    • Investext
    • Multex/Market Guide
    • Goldman Sachs
    Syndicated Market Research Companies
    • Marketresearch.com: allows you to search a number of syndicated market research reports simultaneously--good to use to get an idea of what might be available
    • AC Nielsen
    • NPD
    • Forrester
    • Mediamark Research (merged w/Jupiter)
    • Frost & Sullivan
    • Spectra
    • eMarketer
    • Outsell
    • IRI
    • Gartner
    • IDC
    • Jupiter
    • NUA Online Internet Surveys
    • Green Book Worldwide

    Top of Bibliography


    Case Study

    Case Study Exercise: Timberland

    Follow the instructions below to find information on the Timberland Company.

    Go to Hoovers to get some initial information on the Timberland Company.
    Are they public or private?
    If public, what's their ticker symbol?
    Use the Balance Sheet and Income Statement to calculate (if you want to) the following:
    Current Ratio=Current Assets/Current Liabilities:
    An indication of a company's ability to meet short-term debt obligations; the higher the ratio, the more liquid the company is.


    Return on Sales=Net Income/Sales Revenue:
    ROS: A measure of a company's profitability/operational efficiency, equal to a fiscal year's pre-tax income divided by total sales


    Go to the SEC web site and use Edgar to look up Timberland's most recent 10-K or 10-K405 filing.
    When was this filed?
    Click on the html option for this filing and then the first link in the resulting page (Doc. 1).
    What year was Timberland incorporated?
    Where are Timberland's headquarters?


    Go to Timberland's web site and click on the link near the bottom that says "About Timberland."
    Then click on "Investor Relations."
    Open the 2001 annual report and go to page 8 (10 of 48).
    Read the last paragraph. What was Timberland doing to promote expansion in the US?
    Notice the difference between the annual report and the SEC 10-K405 filing.
    Go to Big Charts
    enter in the ticker symbol for Timberland (TBL) and click "Interactive Charting."
    Change the time frame from 1 year to 2 years and click "Draw Chart."
    Now click on "Compare To" and select S&P 500. Click "Draw Chart."
    Click on "See Industry."


    Of course, you can supplement all of this information using business article databases by searching on Timberland and on the apparel and footwear market. Don't forget regional news sources like local papers or local business publications.

    Top of Bibliography