1. Finance 4150 – Overview of Library Resources
Winter 2015
Peter F. Bronfman Business Library
Xuemei Li

2. Library Website Course Guide – Finance 6150
Finance Research Guides
York Libraries
Peter F. Bronfman Business Library
Business Resources A-Z

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

5. SDC Platinum: Leveraged Buyouts
Set Criteria
Company Tab:
Target Public Status
(Public)
Acquiror Public Status (Private)
Deal Tab:
Deal Type
(Leveraged Buyouts)
Deal Status
(Completed & Unconditional)

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 --> Advanced Search Deal Status --> Completed Deal Type --> Spin-off Public/Private --> (Acquirer, Target: Public) --> Results

10. Lexis Nexis Academic for known LBO
Advanced Options > Date Jan. 1 to Dec > Source: Mergerstat M&A Database > 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 > Date Jan 1 to Dec > Apply > Syntax: Company(tyco) AND ADT AND Spin-off > 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 Porter’s 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 Who’s 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.

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 s, multimedia etc., see net.Tutor Quick Guide:Citing Net Resources.

24. Thank You for Your Attention
Business Librarians (full-time)
Angie An
June Hill
Xuemei Li
Yanli Li
Stephanie Quail
Research Help
In person (see Bronfman website for research help hours) –
Telephone during reference hours – (416)
By appointment – a librarian
IM Chat service