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BUSA 3700: Investment Analysis

Understanding a Company

To better understand a company, its performance in the market and the factors that affect it, you need to understand the whole picture of that universe.  This includes :

  • Company’s financials
  • Products and services
  • SWOT reports (Strengths, weaknesses, opportunities and threats)
  • Industry pressures and challenges
  • Competitors
  • Analyst reports

While you should certainly look at the company’s website, note that will only help you gain insight into that company's opinion about itself.  For other opinions about a company’s issues and performance, there are several types of library databases that will help.  They are generally divided up by the type of information they contain although there are some exceptions such as Hoovers which gathers by company name several different types of information.

Company Overviews

Contains company profiles, analyst reports, SWOTs, and market research reports under the NAICS code link..

Example of SWOT analysis from Hoovers:

Example of SWOT from OneSource

Remote Access to Financial Databases on the UBM Workstation using VMware and DUO

During this time of remote academic work, resources normally available on the computer workstation in the UBM/MGRL Studies office in Calhoun Hall are physically inaccessible. We have a workaround to access some of those resources using VMWare (Virtual Machine) and DUO so that you are essentially sitting at the Calhoun terminal. 

  1. Download the VMWare software (available for MAC & PC)
  2. Download the DUO mobile app
  3. Once installed, open the VMware Horizon Client on your machine, and click on the server
  4. You will need to login 3 times: once with your VUNet ID and password, next with the DUO passcode, then again with your VUNet ID and password.
  5. On the next screen click on the Access to Management Library icon. You will then be logged into an on-campus terminal! 
  6. Click on either the Capital IQ or EIKON icon on the desktop to launch those platforms.

Using the VM (Virtual Machine) allows you to use the additional resources listed below. Follow this link for details on using CapitalIQ and EIKON.