Transcript HBA Finance Project - Western Libraries at Western University

HBA Finance Project
Recommended Library Resources to:
Identify Comparable Companies
Retrieve key “numbers”
See the dividends
Review the risk
Access to the Resources
 Don’t use Ivey access to the Library
Go to directly www.lib.uwo.ca
 From off campus you will need your
username and password
The Proxy Server
…. now to the Business Library
Hoover’s Company Capsules
Investext
Value Line Investment Survey
Electronic Access – Password Required
Paper Version – In Library
 Standard Edition
 Only LARGE Canadian Companies
 Log Off
Bloomberg
 Stand Alone Terminal
 Reservation Recommended
 Limited download to Excel
 Print or GRAB screens
Useful Codes
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DES* company description
FA* financial analysis
GP historical price graph
HP historical price table
RV* relative value against competitors
BQ* composite overview
RELS* related securities e.g. debt
ERN* earnings per share
DVD* dividend splits
EE* earnings estimates (Use Zack’s – for Canadian)
BETA*
WACC* Weighted Average Cost of Capital
Bloomberg
Datastream
Dedicated Terminal in Library
Reservations Recommended
Feel Free to Ask for Assistance
Stock Guide – CDROM
3 methods by which to obtain data
Stocks – Finds your company and other
members of the same industry group
Custom Reports – Finds data for 1 company
Screening – Allows users to create a set of
companies with specific criteria
Valuable Paper Sources
 Corporate Annual Reports
Selected recent Canadian annual reports are kept in alphabetical order in
the main Circulation Room of the Business Library.
 Graphoscope
BUSPER - Periodicals Room - Filed Alphabetically. Bi-monthly.
This publication contains stock charts and other data including: eps;
dividends per share; latest dividend rate etc
 The Investment Reporter: Key Stock Analyst
BUSREF HG 4501.C3452
(Duplicated in the CBS Blue Book Reference Guide also in Reference @
HG4501.C3452 They include a summary of operations over six years
and such things as standard ratios
and other data
Contact Business Library
E-mail: [email protected]
Phone: 661-3941
Fax:
661-2158
Hours: Mon – Thurs 8:00 – 10:00
Friday: 8:00 – 6:00
Saturday: 10:00 – 5:00
Sunday: 12:00 – 7:00
Factiva
Identify Key Competitors
In Company Quick Search
Screen for Similar Companies
In Company Screening
Financial Post
Please LogOut – Only 1 Concurrent User
Mergent
Important to LogOut
Corporate Retriever
Dominion Bond Rating Service
Password Required
Bank Of Canada Review
Canadian Long Term Bond Rates
PG. 3 of Winter 2004/05
The Long Term Bond Rates
appear on Page 3 of the .pdf document
CANSIM – Stats Canada
Long Term Bond Rates
CANSIM
choose Business Enterprises
 and again - Business Enterprises
Look for series
# 1760048 Bank of Canada, Money
Market & Other Interest Rates