Wednesday, September 11, 2013

Transcription

1 Slide 1 Infomart is a database used to find Canadian company financials. Slide 2 Infomart, formerly known as FP Infomart, provides detailed corporate and investment data on Canadian public and private companies. The databases this tutorial will specifically cover are, FP Corporate Analyzer, and FP Corporate Surveys. - FP Corporate Surveys delivers detailed corporate and investment records on all publicly traded, and selected private Canadian companies. - FP Corporate Analyzer reports offer immediate access to highly demanded facts and figures. This consists of current financial statistics, and share price information for Canada s top 1,500 publicly traded companies. Please take note: A limited number of simultaneous users may access this database. Log out as soon as you have finished using this database.

2 Slide 3 Here are some characteristics of public and private companies: Slide 4 - Public companies generally issue securities which are traded on the open market, and must meet stringent reporting requirements set out by securities commissions or authorities. - Private companies on the other hand, do not issue shares that are publicly traded and as such are not mandated by securities commissions or authorities to report their financial and company information publicly. Also, private companies typically display limited self-reported company information. At this point we will proceed to learn more about how to conduct a Private Canadian Company Search, by using FP Corporate Surveys.

3 Slide 5 : When navigating through the Laurier Library website, to access business databases click "Research Materials." Slide 6 : This will open a dropdown menu that will provide the link to "Databases." Click this link.

4 Slide 7 : This will automatically navigate you to the "Databases" page, by default the databases are organized "By Subject." From the menu, select "Business." Slide 8 : You will automatically navigate to a page containing main business databases as well as other useful databases, in alphabetical order, that could assist you in conducting your research. Slide 9 : Select the database that appeals to the research you are conducting. In this instance, we will select the "Infomart" database.

5 Slide 10 When accessing Infomart through the library database, you will be automatically led to the Infomart homepage. Here, we will be conducting a search for a private Canadian company using "FP Corporate Surveys." "Corporate Surveys" is listed as one of the options under "FP Advisor." Slide 11 As you can see, there are many options available to specify your search. A search can be conducted by entering a Company Name in this search box, and/or Stock Ticker Symbol. You also have the choice to generate a list of results of private and/or public companies, using the selected options.

6 Slide 12 For this example, we will choose to proceed with carrying on a search by Company Name. In this instance, we will type Sun Life Assurance Company of Canada in the search box. Slide 13 And click Search.

7 Slide 14 As you can see here, you have just navigated to a separate page which displays your Search Results. By clicking the company name, you can proceed to view your results on a separate web page. Slide 15 Here is the financial information of the company of your choice: Sun Life Assurance Company of Canada. To receive a brief overview of what your company profile consists of, click Document Navigation.

8 Slide 16 A drop-down table of contents will appear that lists the various sections of the company profile. Slide 17 You may notice there is a lack of financial information as compared to a profile of public company, as stated previously. This is due to the fact that this is a private company. Private companies do not issue shares that are publicly traded, and as such are not mandated to report their financials and company information publicly. If you like, you can jump to sections of the report, through clicking titles of the various sections.

9 Slide 18 Or, we can simply proceed to scroll through the company profile obtained. Information found in private company profiles may vary. As you can see here, Quick Reference Data is visible at the top of the page. Slide 19 Sun Life Assurance Company of Canada s Financial Statistics are visible at the bottom of the page. This table shows a comparison of "Financial Statistics" from last year, and this year, in the thousands. Below this table, there is a Historical Summary, which shows a snapshot of the Total Revenue of your chosen company annually, from 2008 to 2012.

10 Slide 20 If perhaps at this point you choose to download the Financial Statistics that you have obtained through your search, click the link below the subheading titled Download to Excel, which will open an excel file that contains your results. Slide 21

11 Slide 22 At this point, you can choose to save or print your results. Slide 23 If perhaps you would like to obtain the Printer Friendly version of the entire web document, you can navigate back to your company profile, and click the Printer Friendly option in the top right corner of your screen.

12 Slide 24 Slide 25 At this point we will proceed to learn more about how to conduct a Public Canadian Company Search, by using FP Corporate Analyzer.

13 Slide 26 When accessing Infomart through the library database, you will be automatically led to the Infomart homepage. Here we will be conducting a search for a public Canadian company using "FP Corporate Analyzer." "Corporate Analyzer is listed as one of the options under "FP Advisor." Slide 27 As you can see here, you have the option of conducting a search using Company Name, or Ticker Symbol. In this instance, we will proceed to search for a publicly traded Canadian company using Company Name. For this example, we will use The Toronto- Dominion Bank. And click Search.

14 Slide 28 As you can see here, you have just navigated to a separate page which displays your Search Results. By clicking the company name, you can proceed to view your results on a separate web page. Slide 29 You now have immediate access to current financial statistics, and share price information for your chosen publicly traded Canadian company, which in this case is The Toronto-Dominion Bank. To receive a brief overview of what your search results consist of, click Document Navigation.

15 Slide 30 A drop-down table of contents will appear that lists the various sections of the company profile. If you like, you can jump to sections of the report by clicking titles of the various sections or you can scroll through the data obtained. As you can see here, the Share Price Statistics of TD Bank is visible at the top of the page. Followed by, "Current Operations," "Long-Term Debt," "Consolidated Balance Sheet," "Consolidated Statement of Income," and "Consolidated Statements of Cash Flow," including other valuable financial information. Slide 31 Let's jump to the "Consolidated Balance Sheet."

16 Slide 32 If you are interested in downloading these financials, you can only proceed to do this, section by section. In this instance, we will select the Consolidated Balance Sheet. Slide 33

17 Slide 34 At this point, you can choose to save or print your results. Slide 35 If perhaps you would like to obtain the Printer Friendly version of the entire web document, you can navigate back to your company profile, and click the Printer Friendly option, in the top right corner of your screen.

18 Slide 36 Slide 37 You have just learned how to use Infomart to find Canadian private and/or public company financial facts and figures. If you would like more information, please visit the Business subject page on the Laurier Library website, at and click the Company Research Tab