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Finance  Tags: finance business stocks bonds insurance banking industry_research company_research market_research  

A guide to conducting financial research using the resources of JCKL and beyond.
Last update: Aug 13th, 2009 URL: http://guides.library.ucmo.edu/finance  Print Guide  RSS Updates Email Alerts

Where to Start?             Print Page
  

FAQ's & Source Finders

Not sure where to locate specific information? These guides can send you in the right direction:

  • JCKL's Business Database Finder  
      
    Recommended JCKL databases for various types of business information.
  • Penn Library's Business FAQ  
      
    Very helpful FAQ for locating sources of business data, including financial data. Please note that some recommended source links may lead to commercial databases not subscribed to by JCKL.
 
 

Just Starting Your Financial Research?

Financial Research - FAQ

Q: Where do I start my company research?

A: The BEST place to start is Hoover's Online. It's user-friendly and provides a high degree of detail for public companies (and some detail for private companies). It lets you quickly identify the company's main competitors, acquire three year financial performance and benchmarking to the industry and competitors under the "Financials" section.

Watch these Hoover's Tutorials

Q: Where can I find current and historical SEC filings, including annual reports, quarterly reports, and audited financial statements?

A: Try LexisNexis SEC Filings. It includes annual and quarterly reports and proxy statements of more than 4,000 US companies, filed with the Securities and Exchange Commission since 1987. Annual reports are available from 1995-present.

Another great source is EDGAR - Securities and Exchange Commission Electronic Filings

Q: Where can I find historical company financial results & ratios?

A:  Research Insight is a great resource for obtaining financial ratios and conducting in-depth financial analysis. Research Insight is available at Ward Edwards lab and in the JCKL Computer Commons. If you'd like a consultation to learn how to use Research Insight, contact business librarian Carol Smith.

Current comparative ratios may be available via Hoovers Online, under Financial Data-->Comparison Data. Ratios include company financials, market median and industry median ratios.

Q: Where can I find Industry Analyst reports?

A: LexisNexis provides a wealth of third-party industry analyst reports.Look up a company by name or ticker symbol, then select "References".

Q: Where can I find sample SWOT reports?
Answer: Datamonitor SWOT analyses are available via EBSCO Business Source Complete. Search on company name or ticker symbol, then look for SWOT Analysis under "Source Types". Please note that these reports are not a substitute for your own research. These are just good models to follow as professors usually want you to conduct an original SWOT analysis. Please consult with your professor.

 

My Profile

Profile ImageCarol Smith


Contact Info:
JCKL 2460
660/543-8639
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Subjects:
Accounting, Business Communication, Economics, Finance, Legal Studies, Management, Marketing

Responsibilities
Assistant Professor, Library Services; Instructional Design Librarian; Business Bibliographer

 
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