1. Hillary Campbell Government Documents Librarian & Liaison to the School of Management 2-2-05 FIN6350 – Advanced Financial Management

2. Using the Library’s Databases Access to very specific information Relatively high degree of authority on the information found within No duplicates More powerful “advanced” searching

3. Accessing the Library’s Databases When on-campus, access is seamless When off-campus, a valid Comet Card number is required for access. http://www.utdallas.edu/library/collections/ dbases.htm

4. Selecting the Right Databases Alphabetical List – If you already know the name of the database you want to use, or if you want specific information about a database Alphabetical List Subject List – If you know the topic you want to research, but you’re not sure which databases will work the best Subject List

5. Suggested Databases – Business and Company Resource Center Provides current business, company, and industry content including: periodical articles, press releases, corporate structures, financials and earning estimates, investment reports, and company histories. Companies can be searched by name, ticker symbol, SIC/NAICS code, product/brand name or location. Why? Good Jumping-Off Point, New Financials http://www.utdallas.edu/library/collections/ dbases.htm

6. Suggested Databases – Mergent Online Full-text U.S. and international company financial data, as well as U.S. and international company annual reports Updated weekly Use Help Menu to assist with searching Why? Annual / 10K Reports, Company Financials, and New Industry Analysis http://www.utdallas.edu/library/collections/ dbases.htm

7. Suggested Databases – Standard & Poor’s NetAdvantage Market News and Industry Overviews & Surveys Company Info – Stocks & Bonds, Corporate Records, Vital Statistics Financials for all S&P 500, MidCap 400, and SmallCap 600 Why? Corporate Bond Ratings & Industry Surveys http://www.utdallas.edu/library/collections/ dbases.htm

8. Suggested Databases – Lexis Nexis Academic Universe Business News and Industry and Market News Company Financial Reports (includes Disclosure Data), Company Profiles, Company Comparisons SEC Filings and Reports Directories – Contact and resource information for companies and industries Why? Company Comparisons, News Articles http://www.utdallas.edu/library/collections/ dbases.htm

9. Suggested Databases – Factiva (Dow Jones & Reuters) Provides info from financial quotes, market data, newspapers, company and industry news 1989- Present Why? Key Financial Ratios & Beta Stock Price, Industry Comparisons, SWOT Analysis http://www.utdallas.edu/library/collections/ dbases.htm

10. Suggested Databases – EDGAR Financial Reports Data on company financials as submitted to the Securities and Exchange Commission Full text information from 1993 – Present An online tutorial is available http://www.utdallas.edu/library/collections/ dbases.htm

11. New Newspaper Coverage Wall Street Journal online – 1889 to the present New York Times online – 1851 to the present Financial Times – Indexed back to 1888

12. Print Resources – Stocks & Bonds S&P Bond Guide – 1990 to the Present Moody’s Annual Bond Record – 1990 to the Present ValueLine Investment Survey – 1975 to the Present *Located in McDermott Library Periodicals and Reference Areas - noncirculating

13. Print Resources – Industry Information Standard & Poor’s Industry Surveys, 1973 – 1997 (check out), 1998 – Present (Reference only) Plunkett’s Industry Almanacs, 2002 - Present (Reference and EBook)

14. Plunkett’s Airline, Hotel & Travel Automobile Biotech & Genetics Computers & Internet E-Commerce & Internet Business Energy Engineering & Research Entertainment & Media Finance & Investments Food Health Care & Biotech InfoTech Real Estate & Construction Retails Telecommunications

15. Your M&A Term Project – News Sources Wall Street Journal online – 1889 to the present New York Times online – 1851 to the present Financial Times – Indexed back to 1888 LexisNexis Factiva – Dow Jones & Reuters Business & Company Resource Center Dallas Morning News – 1885 to the present Periodicals – Fortune, Forbes, Business Week, Barron’s, etc.

16. Your M&A Term Project – Annual Reports & 10Ks Library Print Collection Mergent LexisNexis – Business

17. Your M&A Term Project - Analysis Factiva LexisNexis Business Source Premier Business & Industry ValueLine Investment Survey - Print

18. Your M&A Term Project – SEC filings info EDGAR LexisNexis Mergent Don’t use Factiva!

19. Final Research Tips Don’t forget the Reference Librarians! Mon-Thur: 8am – 10pm Fri: 8am-8pm Sat:10am-7pm Sun:1pm-10pm

20. How to Get Help from Home Email http://www.utdallas.edu/library/howto/forms/e rfform.html Chat http://www.lib.utsystem.edu/students/ ask.html

21. MC2 – McDermott Management Satellite Room 2.206 – off the Undergraduate Suite Hours M & W – 2:30-5:30 pm Tu– By appointment Thursday – 2:00-6:00 pm Friday – By appointment Contact Hillary Campbell (x2959) Hillary.Campbell@utdallas.edu Hillary.Campbell@utdallas.edu

22. Want to See This Presentation Again? http://www.utdallas.edu/~hxc024100/ presentations.html Email hillary.campbell@utdallas.edu if you want a copy of the extended version hillary.campbell@utdallas.edu

23. University of Texas - Dallas An Equal Opportunity/Affirmative Action University P. O. Box 830643 Richardson, TX 75083-0643 972-883-2955 February 2, 2005