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Business: Company Strategy

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Company Strategy

 

S&P Capital IQ 
Access: UCI - Authorized Affiliates
Geography: Global 

A comprehensive company intelligence database, offering granular financial and capital structure information on millions of companies worldwide, including data and graphs for historic stock prices, including searchable SEC Filings.  

  • Look up a company >>  [left menu] News, Events, & Filings >> SEC Filings

 

Factiva
Access: UCI
Geography: Global 

Worldwide coverage of local and regional newspapers, trade publications, business news wires, press release wires, media transcripts, news photos, and business-rich websites.  The Expert Search function has pre-set search terms for competitive intelligence news about companies.  News is often one of the only sources for strategy on private companies.  Factiva's terms of use prohibit text mining, i.e. using any code or program (e.g. crawlers and APIs) to automatically retrieve or download large amounts of content.

 

Business Source Complete
Access: UCI
Geography: Global 

Covers virtually all business subjects.  News is often one of the only sources of strategy on private companies. 

  • Search first only by company name, and add more words as needed.  For ambiguous names, e.g. Apple, use:
    Select a Field (dropdown)  >  CO Company Entity.

 

More Company Strategy Resources
You can also make more educated guesses about a company's strategy by analyzing:

  • The type(s) & location(s) of its job postings
  • Its press releases 
  • patents it filed
  • companies it merges with or partners with
     

 

Analyst Earnings Conference Call Transcripts

 

Because of Regulation Fair Disclosure, during quarterly conference calls, public must companies disclose their past quarter's performance, and they usually discuss their future outlook/initiatives.  These calls are transcribed, and they are known as Earnings Conference Calls or Analyst Calls.

 

S&P Capital IQ
Access: UCI - Authorized Affiliates
Geography: Global 

A comprehensive company intelligence database, offering granular financial and capital structure information on millions of companies worldwide, including data and graphs for historic stock prices, searchable SEC filings, mergers & acquisitions activities, and venture capital/private equity data.  Most Earnings Conference Calls feature the recorded audio.  

 

Factiva
Access: UCI
Geography: Global 

Worldwide coverage of local and regional newspapers, trade publications, business news wires, press release wires, etc.  The Search Builder page allows for choosing a publication called CQ FD Wire, as well as a company name.  

 

Nexis Uni (Fomerly LexisNexis Academic)
Access: UCI
Geography: Global 

Earnings call transcripts from the Fair Disclosure Wire publication, since April 2001. 

 

Regional Business News
Access: UCI
Geography: US 

Earnings call transcripts from the Fair Disclosure Wire publication, since November 2005.  

  • Use the Search Within This Publication link on the left side of the screen.  

Tip

Helpful SEC filings

The 10-K/Q have the most detail about a company's finances; you won't find a more specific breakdown elsewhere.

  • 10-K:  The annual report submitted to the SEC for a US publicly traded company.  Here's how you read it.
  • 10-Q:  The quarterly report submitted to the SEC for a US publicly traded company.
  • 20-F:  The equivalent of a 10-K for a foreign company trading on a US exchange.
  • 8-K:  A form submitted when a materially important event happens at a company, so shareholders know about it.  
  • DEF 14A:  The proxy statement, i.e. an annual definitive form submitted to shareholders before a meeting, with information about executives, board members, and issues on which shareholders can vote.  
  • 13D or 13G:  This form is filed when a person or group acquires a 5% or greater stake in a public company.  It may be useful in identifying activist investors.

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Access requires an active UCInetID and password.

Authorized Affiliates are users with an active UCInetID and password, i.e. current UCI students, faculty, and staff.

 


These resources are not licensed by the UCI Libraries, but librarians occasionally promote them when they are relevant for certain types of research.

Access is available only for Authorized Affiliates, who are also affiliated with the Paul Merage School of Business.

 

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