Research Guides

FIN425 - Securities & Evaluations


Business Library Hours
Spring 2019 Hours (Jan. 14 - April 26)
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                7:30 a.m. to 4:30 p.m.
Saturday            CLOSED
Sunday              CLOSED

2019 Spring Break Hours (March 9 - 17)
Mon - Fri.            9:30 a.m. to 4:00 p.m.
Saturday            CLOSED
Sunday              CLOSED

Spring 2019 Final Exam Hours (April 27 - May 8)
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                7:30 a.m. to 4:30 p.m.
Saturday            7:00 a.m. to 6:00 p.m.
Sunday              12:00 p.m. to 6:00 p.m.

2019 Summer Hours (May 9 - August 18)
Mon - Fri.            9:30 a.m. to 4:00 p.m.
Saturday            CLOSED
Sunday              CLOSED
 

 




 
Public Company Definition
For this course, you will need to focus on publically traded companies.

Public companies sell shares of the company (stocks) to the general public, and are required to submit financial information and annual reports to the U.S. Securities and Exchange Commission.  Searching for data on a public company is easier that seeking data on a private or subsidiary company.
Welcome
Welcome to the University of Miami Libraries Research Guide for FIN 425.  This course involves a semester long project which requires one to obtain a variety of data on a specific company for valuation, as well as various companies within an industry.  Using the extracted data from the company's financial statements, comparative company and industry information, you will create an analysis report as if you were a financial analyst

This course relies heavily on the use of the Bloomberg Terminals located on campus in the Miami Business School. The locations are as follows:
  • Finance Department: 5th Floor of Jenkins
  • Undergraduate Lab: 2nd Floor of Stubblefield
  • Graduate Computer Lab: 4th Floor of Aresty
This guide will recommend various library research tools, in addition to the Bloomberg information, that will provide the data needed to develop your analysis. 
Relevant Headlines
The project focuses around a general overview of your selected company, in addition to financial analysis. It may be beneficial to look through these databases as well, to get informed on the news surrounding your chosen company:
 
  • Global Newsstream (ProQuest): This database returns some of the most recent press releases on your desired company. You will have access to news dating from 1980 to the present.
  • Nexis Uni: This database provides thousands of documents including news and legal articles, case studies, and administrative news on a company.
  • Wall Street Journal, Eastern Edition: This database returns top news articles from the Wall Street Journal dating from 1980 to the present. Depending on your company, European and Asian classifications of this database are available. 
  • Yahoo Finance and Google Finance: Theses sites not only offer information on stock prices and basic financials, but also contain links to related news articles that are currently trending.
IRC's Research Advisor @ Miami Business School
My name Ian Mech Schlifstein. I am a Finance Major at the Miami Business School, as well as a research advisor at the Information Resource Center. After completing the FIN 425 curriculum, I compiled a list of databases that may be useful for FIN 425 students, both for the valuation project, as well as for general knowledge of the class information.
Bloomberg Helpful Tips
The FIN 425 Valuation Project requires basic use of a Bloomberg Terminal. Here are a few helpful tips to navigate the terminals.

To find company financials, follow these steps:
  1. Type your company's ticker symbol into the search bar
  2. Press the Yellow "Equity" key on the keyboard
  3. Type "FA"
  4. Press the Green "Go/Enter" Button
To see information from analysts, as well as what Bloomberg has to offer regarding articles on your company, follow these steps:
  1. Type in the ticker symbol for your company
  2. Type "ANR"
  3. Look at the first dropdown menu option to verify that it says: "Best Analyst Recommendations"
  4. Select that option
You may need to find the rate on a US Treasury Bond to use as your risk free rate for certain models. Follow these steps to see information on Government Bonds:
  1. Press the Yellow "Govt" (Government) button on the keyboard
  2. Type "WB" (World Bond Markets) in the search bar
  3. Press the Green "Go/Enter" Button
  4. Look for the US (United States) information
To find information on Indicies:
  1. Click the yellow "Index" button on the keyboard
  2. Type "WEI" (World Equity Indicies) into the search bar
  3. Press the Green "Go/Enter" Button
Bloomberg Company Financial Analysis
To find company financials, follow these steps:
  1. Type your company's ticker symbol into the search bar
  2. Press the Yellow "Equity" key on the keyboard
  3. Type "FA"
  4. Press the Green "Go/Enter" Button
Current Company Financials
These databases will provide important financial reports (such as 10-K and 10-Q), as well an and overview of the financial status of a company, that are needed in addition to general Bloomberg information:
 
  • Mergent Online: This easy to use database provides important financial reports including balance sheets, income statements, retained earnings, and cash flow. In addition, this database provides the annual 10K report. Documents are available for download into Excel.
     
  • Hoover's Company Profiles: Conduct an advanced search on your company in this database and obtain a full company overview which contains detailed financial statements as well as historical financial data, financial market data, and earnings estimates. 
     
  • Thomson One Banker (Not accessible via a Macbook): This database allows you to enter your desired company and it will provide company overview, financial reports, and financial/growth ratios.
     
  • Value Line Research Center: By going to the browse research tab, this database returns company rankings within their respective industry, financial strength grade ratings, and analyst commentaries for the past 3 years.
Stock Pricing Information
For FIN 425, you are generally going to want to get a stock's price from a Bloomberg terminal. However, if one is not available, there are other sources for this information.

NOTE:  Bloomberg is the best resource for obtaining stock price data, as it offers real-time stock quotes.  Other stock price resources typically have a 5 to 20 minute delay in reporting the stock quote.
 
  • Yahoo Finance: This website returns the most recent stock price (updating throughout the day) and includes helpful stock information, including opening and previous closing prices, market cap, the stock's beta, and company ratios.
     
  • Google Finance: Google offers information on specific companies. In addition, it also includes a number of related articles to the company you are looking up, which may be useful for the "Relevant Headlines" portion of the project.
     
  • Thomson One Banker: (Not accessible via a Macbook.  Use the IE browser on a PC.): This database provides stock prices under the price tab.
     
  • Morningstar Investment Research Center: In this database, recommendations are provided for the price at which to buy/sell a companies stock. It also provides daily stock price updates. 
Business Library Hours
Fall 2018 Hours (August 20 to Nov. 30)*
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                   7:30 a.m. to 4:30 p.m.
Saturday            CLOSED 
Sunday              CLOSED

University Holidays
Sept. 3 - Labor Day:  CLOSED

Fall 2018 Recess (Oct. 18 -  Oct. 19)
Thurs. & Friday 9:30 a.m. to 4 p.m.

Fall 2018 Final Exam Hours (Dec. 1 to Dec. 12)
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                7:30 a.m. to 4:30 p.m.
Saturday            7:00 a.m. to 6:00 p.m.
Sunday              12:00 p.m. to 6:00 p.m.

 

 




 
Companies in the Industry
For a number of valuations, you will need a several comparable companies similar to your selection. This information can be collected from a variety of sources. The greater the number of comparable companies you have, the more accurate your valuation will be.
 
  • Business Insights Global: In this database, once you search for your selected company, there is a tab that reads "Companies with Similar Revenue." This will give a list of companies, both United States and Internationals, in the same industry, with relatively similar revenue. This is not the only criteria for which to find similar companies, however it can be a good starting point.
     
  • Standard & Poor's NetAdvantage: In this database, you can search for your company and compare it to others in the industry by clicking Quick Comparative Analysis in the menu column. You can then compare financial data, operating statistics, valuation, and other information between companies. 
     
  • Thomson One Banker (Not accessible via a Macbook.  Use the IE browser on a PC.): This database allows you to compare your company to similar companies in the industry. You can do this by going to the Peers tab. You are also able to add other companies, or "peers" to your list of comparisons. 
     
  • Value Line Research Center: Under the "Browse Research" tab, there is a section called "Industry Analysis." If you expand this section, on the right hand side is a chart of the companies within the industry. In addition, there is also a list of companies within the industry on the following tab.
     
  • Google Finance: In addition to providing information on company financials and stock prices, Google Finance also includes a number of comparable companies. Simply look below the graph of the company's historical stock prices, and a number of competitors should be included.
Business Library Hours
Fall 2018 Hours (August 20 to Nov. 30)*
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                   7:30 a.m. to 4:30 p.m.
Saturday            CLOSED 
Sunday              CLOSED

University Holidays
Sept. 3 - Labor Day:  CLOSED

Fall 2018 Recess (Oct. 18 -  Oct. 19)
Thurs. & Friday 9:30 a.m. to 4 p.m.

Fall 2018 Final Exam Hours (Dec. 1 to Dec. 12)
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                7:30 a.m. to 4:30 p.m.
Saturday            7:00 a.m. to 6:00 p.m.
Sunday              12:00 p.m. to 6:00 p.m.

 

 




 
Bloomberg Analyst Recommendations
To see information from analysts, as well as what Bloomberg has to offer regarding articles on your company, follow these steps:
  1. Type in the ticker symbol for your company
  2. Type "ANR"
  3. Look at the first dropdown menu option to verify that it says: "Best Analyst Recommendations"
  4. Select that option
Analyst's Opinions and Company Research Reports
While the majority of this project relies on your own personal valuation of your selected company, it can be useful to read other professionals' opinions and reports.
 
  • Morningstar Investment Research Center: In this database, go to Stock Analyst Reports under the Companies icon then search for your desired company. This search will return the most recent analyst reports with information on investing, economics, and valuation of the company. This database also has tabs on company financials and ratios. 
     
  • Business Insights Global: This database provides the company SWOT analysis (locate by searching a company and clicking the link for SWOT Reports). SWOT reports here can be very useful, as the information can assist you in created your own SWOT analysis at the end of the project.
     
  • Value Line Research Center: Under the "Browse Research" tab, there is a section called "Industry Analysis." This gives a general analysts reports on the entire industry of your company. Additionally, you can download entire Value Line PDF reports which include financial information, as well as analyst's overviews.
Business Library Hours
Spring 2019 Hours (Jan. 14 - April 26)
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                7:30 a.m. to 4:30 p.m.
Saturday            CLOSED
Sunday              CLOSED

2019 Spring Break Hours (March 9 - 17)
Mon - Fri.            9:30 a.m. to 4:00 p.m.
Saturday            CLOSED
Sunday              CLOSED

Spring 2019 Final Exam Hours (April 27 - May 8)
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                7:30 a.m. to 4:30 p.m.
Saturday            7:00 a.m. to 6:00 p.m.
Sunday              12:00 p.m. to 6:00 p.m.

2019 Summer Hours (May 9 - August 18)
Mon - Fri.            9:30 a.m. to 4:00 p.m.
Saturday            CLOSED
Sunday              CLOSED
 

 




 
In-person Research Assistance
If you are having difficulty extracting data on your company of choice, contact the Business Library at 305-284-6516.  Individual appointments can be setup with any member of the Business Library.

The Business Library, known as the Judi Prokop Newman Information Resource Center is located on the 4th floor of the Miami Business School's Aresty building.
Business Library Hours
Spring 2019 Hours (Jan. 14 - April 26)
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                7:30 a.m. to 4:30 p.m.
Saturday            CLOSED
Sunday              CLOSED

2019 Spring Break Hours (March 9 - 17)
Mon - Fri.            9:30 a.m. to 4:00 p.m.
Saturday            CLOSED
Sunday              CLOSED

Spring 2019 Final Exam Hours (April 27 - May 8)
Mon - Thurs.      7:30 a.m. to 7:00 p.m.
Friday                7:30 a.m. to 4:30 p.m.
Saturday            7:00 a.m. to 6:00 p.m.
Sunday              12:00 p.m. to 6:00 p.m.

2019 Summer Hours (May 9 - August 18)
Mon - Fri.            9:30 a.m. to 4:00 p.m.
Saturday            CLOSED
Sunday              CLOSED
 

 




 

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