Getting Down to Business

Jeff Graveline, JD, MLISReference Librarian for Business, Mervyn H. Sterne Library

Basic Company Research

Public v. Private

Domestic v. Foreign

Parent v. Subsidiary

Subsidiary v. Division

Initial Questions

Company v. Brand

Important

SEC Filings10-KDEF 14A

8-K10-Q

SWOT Analysis

StrengthsWeaknessesOpportunities

Threats

What are you looking for?

Analyst reportsAnnual reportsAuditor info / compensationBusiness descriptionCompany historyCompetitorsConference CallsCorporate governance Division & UnitsEarningsExecutive compensation

Executive biographiesExecutive perks FinancialsIPO materialsLitigationMarket capMarket shareMarketing strategies / plansMergers & AcquisitionsNews (about the company)

Press releasesPropertiesRankingsRatiosSalesSEC filings Shareholder lawsuitsStock pricingSubsidiaries & parentsSWOT analysis

Where to begin?On the web

• Yahoo! (Finance)• Google (Finance)• Morningstar• SeekingAlpha• Company web sites• SEC’s EDGAR system

Library databases• ABI/INFORM Complete • Business & Company Resource Center• Business Source Premier • LexisNexis Academic• Hoovers Company Records• Mergent

S & P 100 Companies

Apple: AAPLAmazon: AMZN

American Express: AXPBest Buy: BBYCoca Cola: KOCostco: COST

Ford: FHaliburton: HAL

Home Depot: HDNike: NKE

Starbucks: SBUXUnited Parcel Service: UPS

Walt Disney: DIS

What is the 52-week high stock price for the New York Times (NYT)?

Starbucks Question of the Week

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