BUSINESS COURSE GUIDES
MGMT 697: Stock and Investment Assignment

Use this guide to locate library resources for the MGMT 697 stock and investment assignment. Sources types provided include journal articles, annual reports, SEC filings, industry surveys, stock reports, company histories, company announcements, executive interviews, executive biographies and market share rankings. For additional assistance, contact Mike Davis at 413-545-6822 or request a research consultation.

To help you locate a target company for your research, use the Advanced Search mode of the Standard & Poor's NetAdvantage database. Follow these steps to search all U.S. public companies by multiple search criteria:

1. Connect to Standard & Poor's NetAdvantage and click the Company button on the top banner.
2. Select the Advanced Search option on the Company Research page.
3. Click the Select Publication drop-down menu and choose one or more of these titles: Stock Reports, Corporation Records, or Register of Public Companies. Each title offers different search options.
4. Use the Search For drop-down menus below to filter public companies by one or more criteria.

• Quick Link to all Library Databases
• ABI/INFORM Global (journal articles from 1600 journals)
• Business & Company Resource Center (trade journals, industry reports, company histories)
• LexisNexis Academic (newspapers, executive interviews, executive biography, company announcements)
• Mergent Online (annual reports, SEC documents, financial chronologies)
• Standard & Poor's NetAdvantage (industry surveys, stock reports)
• TableBase (market share data, business and product rankings)
• Wall Street Journal (complete full-text, full-image collection, 1889 to present)

1. Connect to ABI/INFORM Global.
2. Type the company name in the first search box and select Company from the drop-down menu.
3. To combine a company search with a subject search, select Subject from the second drop-down menu and search one or more of these these ABI subject headings:

• corporate planning
• corporate objectives
• decision making
• executives
• leadership
• long term planning
• management decisions
• strategic management
• strategic planning

Search Example. Sample search statement: dell (in the company field) and strategic planning (in the subject field). This search retrieved 89 articles including this article from Forbes entitled Pulled in a New Direction.

1. Connect to the Business & Company Resource Center.
2. For trade journal articles, click the Articles Icon.
3. For industry reports, click the Advanced Search Icon and select Industry Overviews from the drop-down menu. Then search by industry keyword. Sample industry report
4. For company histories, click the Advanced Search Icon and select Histories from the drop-down menu. Sample company history.

1. Connect to LexisNexis Academic.
2. For daily newspaper articles, select US News from the top drop-down menu, then select a region.
3. For executive interviews, select News Transcripts from the top drop-down menu, then select All Transcripts from the second drop-down menu.
4. For executive biographies, select Reference from the left navigation column, then Biographical Information.
5. For company announcements, select News Wires from the first drop-down menu.

1. Connect to Mergent Online.
2. For financial data, financial chronologies, or annual reports, type company name or ticker symbol in the Basic Search box. Select content types from the tabs at the top of the results screen.
3. For SEC documents, click the EDGAR Search Tab at the top of the opening screen. Expand the default time period coverage (90 days) to one or more years (use the In this Range date boxes under Filing Date Search).

1. Connect to Standard & Poor's NetAdvantage.
2. For S&P Industry Surveys, click Industries on the top banner.
3. For S&P Stock Reports, select stock reports from the Getting Started drop-down menu (left column).
   

Data tables from over 1,000 business journals, statistical annuals, brokerage reports, trade association reports, and government documents. Full articles accompany most tables. Coverage: 1997 to present.

1. Connect to TableBase.
2. For a broad search, type keywords in the Words and Phrases search box.
3. For a narrow search, type keywords in the Words in Title search box.
4. To search without using keywords, select Concepts, Marketing Terms, Industries, or Products from the drop-down menus.

1. Connect to the Wall Street Journal.
2. The Wall Street Journal database uses the same search interface as ABI/INFORM Global (Proquest). Use the ABI search strategy described above.