afm121_industrysourc

AFM 121/101 1

Sources of Industry Sources of Industry InformationInformation

Sandra KeysSandra KeysLiaison Librarian, Accountancy and Liaison Librarian, Accountancy and

Business & EntrepreneurshipBusiness & EntrepreneurshipJuly 8, 2004July 8, 2004

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What We’ll CoverWhat We’ll Cover

Library Basics and Homepage Library Basics and Homepage OverviewOverview

Key Resources (and how to find and Key Resources (and how to find and use them)use them)

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Library Basics and Library Basics and Homepage OverviewHomepage Overview

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Key ResourcesKey Resources Several are noted in your assignment on Several are noted in your assignment on

the course webpagethe course webpage– Financial Post Corporate Reports (now part of Financial Post Corporate Reports (now part of

Financial Post Infomart)Financial Post Infomart)– Financial Performance Indicators Financial Performance Indicators – StrategisStrategis– Trade & Industry Associations and PublicationsTrade & Industry Associations and Publications– Standard & Poors Industry Surveys Standard & Poors Industry Surveys – Statistics CanadaStatistics Canada– Internetstats.comInternetstats.com

Add Add – Mergent Online Mergent Online

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Today, we’ll look atToday, we’ll look at

Financial Post Infomart’s Industry Financial Post Infomart’s Industry ProductsProducts– Companies by IndustryCompanies by Industry– Industry ReportsIndustry Reports

Mergent OnlineMergent Online

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Financial Post InfomartFinancial Post Infomart

Access from the Library’s homepage: Access from the Library’s homepage: e-reference collection e-reference collection Company Information Company Information Company Company Reports – CanadaReports – Canada

Overview of an industryOverview of an industry Lists companies in the industryLists companies in the industry Gives industry ratios and brief Gives industry ratios and brief

financial data for companiesfinancial data for companies

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FP Companies by IndustryFP Companies by Industry

Gives individual company Gives individual company informationinformation

Data can be download directly into Data can be download directly into Excel or printedExcel or printed

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FP Companies by IndustryFP Companies by Industry

24 major categories

subcategories

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FP Companies by IndustryFP Companies by Industry

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FP Industry ReportsFP Industry Reports

33 industries33 industries– Fewer than available in Companies by Fewer than available in Companies by

IndustryIndustry– Not as fine a breakdownNot as fine a breakdown

Industry data (ratios)Industry data (ratios) Company dataCompany data Data can be printed, not downloadedData can be printed, not downloaded

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FP Industry ReportsFP Industry Reports

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FP Industry ReportsFP Industry Reports

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Mergent OnlineMergent Online Access from the Library’s homepage: Access from the Library’s homepage:

e-reference collection e-reference collection Company Company Information Information Company Reports – Company Reports – InternationalInternational

U.S. and international (including Canada)U.S. and international (including Canada) Locate companies in the industryLocate companies in the industry Gives industry ratios and financial data for Gives industry ratios and financial data for

companiescompanies Industry averages tables are not available, Industry averages tables are not available,

BUT you can request peer average to be BUT you can request peer average to be included in the reportincluded in the report

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Mergent Online – Mergent Online – Advanced SearchAdvanced Search

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Mergent Online – Mergent Online – Search ResultsSearch Results

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Mergent Online – Mergent Online – Report SelectionReport Selection

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Mergent Online –Mergent Online –Comparison ReportComparison Report

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Mergent Online –Mergent Online –Comparison ReportComparison Report

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Mergent Online – Mergent Online – Report SelectionReport Selection

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Mergent Online – Mergent Online – Custom ReportCustom Report

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Mergent Online –Mergent Online –Custom ReportCustom Report

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Mergent Online – Mergent Online – Comparison ReportsComparison Reports

Compare a company against the Compare a company against the overall average of the industry overall average of the industry (Mergent-defined company list)(Mergent-defined company list)

Compare a company against a Compare a company against a custom group (your Company custom group (your Company Analysis List)Analysis List)– This report is essentially the same as This report is essentially the same as

the Comparison Report shown abovethe Comparison Report shown above

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Mergent Online –Mergent Online –Comparison Report (Industry)Comparison Report (Industry)

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Mergent Online – Mergent Online – Comparison Report (Industry)Comparison Report (Industry)

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Any Questions?Any Questions?

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Strategis – Business Strategis – Business Information by SectorInformation by Sector

From Industry CanadaFrom Industry Canada http://strategis.ic.gc.ca/sc_indps/enghttp://strategis.ic.gc.ca/sc_indps/eng

doc/homepage.html?categories=e_bidoc/homepage.html?categories=e_biss

Provides overviews and statistics on Provides overviews and statistics on a variety of industriesa variety of industries

Different resources available; not all Different resources available; not all will cover every industry – try various will cover every industry – try various onesones

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Trade & Industry AssociationsTrade & Industry Associations

Associations are often extremely good Associations are often extremely good sources for industry statistics and lists of sources for industry statistics and lists of competitorscompetitors

To identify associations, use To identify associations, use Associations Associations CanadaCanada– Provides contact information, URL’s, etc.Provides contact information, URL’s, etc.

Check to see if any publications are Check to see if any publications are mentioned – check these in TRELLIS if not mentioned – check these in TRELLIS if not available on the Association’s websiteavailable on the Association’s website

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Trade & Industry PublicationsTrade & Industry Publications

Search TRELLIS for industry & trade Search TRELLIS for industry & trade journals, Association yearbooks, etc.journals, Association yearbooks, etc.

Search journal indexes for articles Search journal indexes for articles with industry statisticswith industry statistics

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TRELLISTRELLIS

Keyword, subject, title, author Keyword, subject, title, author searchingsearching

Use the combining keywords searchUse the combining keywords search– ““Canada statistics” as subject AND Canada statistics” as subject AND

<industry name> as subject<industry name> as subject Books can be requested from Laurier Books can be requested from Laurier

and Guelph to arrive within 3 and Guelph to arrive within 3 business daysbusiness days

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Journal IndexesJournal Indexes

ABI/INFORMABI/INFORM– Very good selection of magazines, scholarly Very good selection of magazines, scholarly

journals, and trade & industry publicationsjournals, and trade & industry publications– Use the industry name (in subject) AND Use the industry name (in subject) AND

“industry profile or industrywide conditions or “industry profile or industrywide conditions or trends or forecasts or market” (in subject)trends or forecasts or market” (in subject)

– At results page, click on the “trade At results page, click on the “trade publications” tab (these will generally give the publications” tab (these will generally give the more pertinent results)more pertinent results)

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ABI/INFORMABI/INFORM

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ABI/INFORMABI/INFORM

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Statistics Canada (Publications)Statistics Canada (Publications)

Access from the Library’s homepage: Access from the Library’s homepage: books articles etc books articles etc Government Government Information Information Government Government Publications & Information Databases Publications & Information Databases Canada Canada– Online CatalogueOnline Catalogue– DSP Catalogue (free access to certain DSP Catalogue (free access to certain

publications)publications)– Electronic Publications CatalogueElectronic Publications Catalogue

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Statistics Canada (Publications)Statistics Canada (Publications)

Use TRELLIS to obtain print Use TRELLIS to obtain print publicationspublications

Use “Statistics Canada” as authorUse “Statistics Canada” as author Search for UW gov pubs onlySearch for UW gov pubs only

– Click on the all search limits buttonClick on the all search limits button– Choose “UW Porter. Gov. Pubs. Stacks. Choose “UW Porter. Gov. Pubs. Stacks.

55thth Floor” Floor”

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Statistics Canada (Data)Statistics Canada (Data)

CANSIMCANSIM Use if you need to retrieve large Use if you need to retrieve large

quantities of data or manipulate the quantities of data or manipulate the datadata

Access from the Library’s homepage: Access from the Library’s homepage: books articles etc books articles etc E-Data E-Data CANSIMCANSIM

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Questions?Questions?

Sandra KeysSandra Keys

Dana Porter Library, Room Dana Porter Library, Room 224224

skeysskeys@uwaterloo.ca@uwaterloo.ca x2279 x2279