Equity Analysis: MSIM

Industry Surveys (BU Online)

Go to the Pardee Library's Industry Survey Locator page to see where a survey for your industry is located and read it online, where available. This index provides the most direct route into our database of industry surveys:
http://www.bu.edu/library/management/eres/industrysl.html

Hoover's Industry Snapshots: Provides more than 600 industry snapshots from Hoovers Company and Industry Reports via Lexis Nexis Academic.

Articles/Data in Trade Journals (BU Online)

If you have the title of a trade journal and the year or issue number and want to see if it is available online through BU, then you would go to:

eJournals (BU Online)

If you have a subject but want to find articles from trade journals on your subject, go to:

Databases by Title (BU Online)
Find Business Articles and Data (BU Online)
Databases by Subject (BU Online)

Begin with:
ABI/Global (BU Online).
(includes the daily Wall Street Journal, MIT Sloan Management Review)

Business Source Complete (BU Online)
(includes also the scholarly journal - Harvard Business Business Review)

Factiva [About]
(includes full text articles in trade journals, newspapers, newswires and websites)

Tablebase (BU Online)
(statistical data about industries and markets, in tabular format)

Trade Associations

Trade Associations are often an excellent source of information about an industry. Some provide useful information on trends and statistics.
Examples:
National Retail Federation
http://www.nrf.com
See its trade magazine Stores for rankings and sales data.

To locate a Trade Association for your industry you can check the following places:

Selected Industry websites (from the Industry Survey Locator)
Hoover's Industry Snapshots in Lexis-Nexis (BU Online); Enter the name of your industry in the "Search Within Results" box.
Investext Plus (BU Online); Select the box: "Trade Associations"
Industry Portal page from VirtualPet
Associations Unlimited (BU Online)

Datamonitor Company Reports through Business Source Complete (BU Online)
Included are 10,000 publicly traded companies each with 26 page profiles.

Mergent Online (BU Online) Works best with Internet Explorer.
10,000 publicly traded companies - gives finances, joint ventures, business, property, subsidiaries, long term debt, executives. Download pre-defined reports or create comparison reports.

U.S. Economic Indicators - General              
Business Statistics
Consumer Confidence
Consumer Spending
Economic Information
Employment
Exporting and Importing
Federal Expenditure
Income
Industry
Labor
Price Information
New England Economic Indicators
Taxes

Economagic: Economic Time Series page (commercial website)

U.S. Economic Indicators - General

State of the Nation Database contained in STAT-USA - (BU Online)
Department of Commerce - intended as one stop internet browsing for current and historical economic and financial releases.

NBER National Bureau of Economic Research - (BU Online)
Private non-profit nonpartisan research organization disseminates economic research.

U.S. Bureau of the Census - Census Economic Briefing Rooms
http://www.census.gov/cgi-bin/briefroom/BriefRm

See also: U. S. Census Bureau 2008 Economic Indicator Release Schedule
View by release date, by indicator or at- a-glance calendar views.
http://www.census.gov/epcd/econ/www/indijun.htm

GPO Access - Economic Indicators Main Page
http://www.gpoaccess.gov/indicators/index.html
Search by subject or browse for recent monthly releases.

U.S.Census Bureau - Economic Programs
http://www.census.gov/econ/www/
Economic Statistics by Geography, Sector, and Frequency

Index of Leading Economic Indicators
http://www.conference-board.org/economics/bci/

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New England Economic Indicators

Federal Reserve Bank of Boston
New England Economic Indicators - Indicators Database
http://www.bos.frb.org/economic/neei/neeidata.htm
Provides current and historical economic data for the six states in the Federal reserve District. Some unique regional data is available. However, much of the data published here are also available from the original website.

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Industry

Economic Census of the United States - search by NAICS
profiles American business every five years:  sales, # establishments, # employees - 2002, 1997, 1992
2002 Economic Census Industry Series Schedule
Example Report: Retail Trade: Office Supplies, Stationery and Gift Stores
1997 Economic Census: Comparative Statistics 1987 SIC Basis

Retail
Annual Retail Trade Data
Quarterly Retail E-Commerce Sales
Monthly Retail Trade and Food Services
Advance Monthly Sales for Retail and Food Services
Manufacturing and Trade Inventory and Sales

GDP by Industry
Bureau of Economic Analysis
http://www.bea.gov/Industry/Index.htm

United States Census - Industries Statistics
http://www.census.gov/main/www/industries.html
Annual Survey of Manufacturers
Current Industrial Reports  - Manufacturing Profiles
Current Industrial Reports - Plant Capacity
Current Industrial reports by NAICS Subsector
Manufacturers', Shipments, Inventories and Orders and more.

Industry Statistics page
State of the Nation Database in STAT-USA (BU Online)

Industry at a Glance
http://www.bls.gov/iag/iaghome.htm

Economic Research - Industry
FRED - Federal Reserve Bank of St. Louis
http://research.stlouisfed.org/fred2/categories/109
Data Series 1-14.

See also:
Industry Profile for an OSHA Standard
http://www.osha.gov/oshstats/std2.html

EPA Industry Sector Notebooks
http://www.epa.gov/compliance/resources/publications/assistance/sectors/notebooks/index.html#industry
Regulatory requirements, compliance data - environmental profile.

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Income

Occupational Employment Statistics
Bureau of Labor Statistics
http://www.bls.gov/oes
To find wage and salary data for any specific occupation, move down the broad occupational categories to a very specific job. Includes National, State, Metropolitan estimates and NAICS breakdowns for wages:
NAICS 453200 - Office Supplies, Stationary, Gift Stores
Alphabetical List of Occupations (BLS)

Income and Poverty tables (among others)
American Factfinder
http://factfinder.census.gov
Click on the link "Want to see the old Basic Facts?" to go back to the  easy to use drop down menu allowing you to select the data series and geographical areas (including state, county, city or town) you want.

Income - U.S. Census
http://www.census.gov/hhes/www/income.html
Each month the Census Bureau contacts 50,000 household to calculate the employment rate and asks supplementary questions about income which it compiles in a yearly set of reports. "Money Income in the United States" Series P60 . Select Current Population Survey - CPS - Reports from the Income page above. Select:

Detailed Income Tabulations from the CPS to get the latest data, 2004 ASEC (2003 income) See breakdown below.
Household Income Table of Contents
http://pubdb3.census.gov/macro/032004/hhinc/toc.htm
Family Income Table of Contents
http://pubdb3.census.gov/macro/032004/faminc/toc.htm
Person
http://pubdb3.census.gov/macro/032004/perinc/toc.htm

Annual Demographic Survey - March Supplement
http://www.bls.census.gov/cps/ads/sdata.htm
This is a joint project between the Bureau of Labor Statistics and the Census.

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Consumer Spending

Consumer Expenditure Survey
http://www.bls.gov/cex/
Yearly survey of consumers' spending habits for both small items and large purchases, compiled from "Diary Survey" - food, personal care products) and the "Interview Survey" - automobiles.
Go to "Tables Created by BLS" for spending on predefined demographic categories. Note option for
"Create Customized Tables".

Price Information - Consumer (with Inflation Calculator) and Producer

How does the Producer Price Index differ from the Consumer price Index?
http://www.bls.gov/ppi/ppicpippi.htm)

Consumer Price Index
http://www.bls.gov/cpi/
US Department of Labor - Bureau of Labor Statistics compiles the CPI from the monthly data on the changes in the prices paid by urban consumers for a representative basket of goods and services.
CPI Inflation Calculator - Scroll down halfway under "Get Detailed Statistics".

Producer Price Index (PPI)
http://www.bls.gov/ppi/
US Department of Labor - Bureau of Labor Statistics compiles the PPI to track the prices of specific products and services. Records and releases over 10,000 separate price indexes each month - covering almost every manufactured product and services.

Directional Hints:
PPI data comes in two different forms: by industry and by commodity. You'll likely need to determine in which category your information is located.
1. To see the list of industries covered on the PPI homepage:
Go to Get Detailed PPI Statistics, scroll down to Industry Data, which is below Flat Files. Then scan the files until you locate - "pc. product" which you'll open to see if the product you are looking for is on the industry list. Write down the associated ppi code. (If you do not locate your item try the commodity list.)
3. To get producer price data then (with the ppi code) go to Create Custom Tables, Industry Data-
either one screen (simpler) or multiple screen.

2. To see the list of commodities covered:
Go the Get Detailed PPI Statistics, scroll down to Flat Files, then below that Commodity Data. Then scan the files until you find "wp.item" which includes the codes and names of the commodities to get the ppi code. 3. To get producer price data then (with the ppi code) go to Create Custom Tables, Commodity Data- either one screen (simpler) or multiple screen.

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Consumer Confidence

Surveys of Consumers
University of Michigan
http://www.sca.isr.umich.edu/
This site is accessible after you click on Public Access and enter your name and email address.

Consumer Confidence Index
Conference Board
http://www.conference-board.org/economics/consumer/cfm
"Straight Talk", also available from this site, is a monthly publication from the Chief Economist of the Conference Board. You have to access this via the BU website: Conference Board (BU Online)

Business Statistics

Aggregate Business Statistics
Bureau of the Census - Business Statistics Financial Statistics
http://www.census.gov/csd/index.html
Includes the "Annual Capital Expenditures Survey", "Business Expenditures Survey" and forthcoming "Information and Communications Technology..."

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Employment

Employment Cost Index
http://www.bls.gov/ect
Calculated each quarter by the BLS. Includes an index that measures wage and salary changes, an index measuring changes in employee benefit costs and a third index, which combines wage and benefits information.

National Compensation Survey
http://www.bls.gov/ncs/home.htm
Pay data breaks workers into skill and experience levels.

Occupational Employment Statistics (OES)
http://www.bls.gov/oes
Pay data are based on a wide sample of workers

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Labor

United States labor market information
Current Population Survey (CPS)
http://www.bls.gov/cps/home.htm#data
See" Most Requested Statistics"

Employment and Earnings - tables
http://www.bls.gov/cps

Specific employment or unemployment information (particular geographic area, industry or occupation):
FERRET system - http://ferret.bls.census.gov

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Economic Information

Bureau of Economic Analysis
http://www.bea.gov/
National Accounts provides a quantitative view of US domestic production, consumption, investment, exports and imports, and of national and domestic income and saving.
Features estimates of GDP - updated monthly - of the previous quarter and new estimates of personal outcome and outlays for the previous month.
See also: Survey of Current Business - BEA's monthly online journal, including tabular information:
http://www.bea.doc.gov/bea/pubs.htm

FRED - Federal Reserve Bank of St. Louis's Economic Database
http://research.stlouisfed.org/fred2/
Database of over 1000 time series.

Statistical Tables from the Economic Report of the President: National Income or Expenditure
http://www.gpoaccess.gov/usbudget/fy06/erp.html

Congressional Budget Office
http://www.cbo.gov/
See "Current Budget Projections" and "Current Economic Projections"

US Economy at a Glance
http://www.bls.gov/eag/home.htm
Regional economic conditions.

Value Line Forecast for the U.S. Economy
Value Line Quarterly Economic Review
Quarterly and annual estimates for GDP components, prices and wages, production, money and interest rates, incomes, composition of real GDP. ( Available at Pardee Reference desk or in a public library.)

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Exporting and Importing

Trade and Tariff Information
United States International Trade Commission

Import/Export Price Indexes
Bureau of Labor Statistics International Price Index

Federal Expenditures

Budget of the United States Government; Fiscal Year 2009
http://www.gpoaccess.gov/usbudget/fy09/browse.html#budget

Statistical Tables from the Economic Report of the President: National Income or Expenditure
http://www.gpoaccess.gov/usbudget/fy06/erp.html

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Taxes

Statistics of Income (SOI)
Internal Revenue Department
http://www.irs.gov/tax_stats

Pardee Library Research Guides - (complete list)
These guides produced by Pardee Librarians give a fuller explanation of the sources - both book and online - offered and recommended by Pardee Library. Most relevant are: Company & Industry and Economics.

Business Information: Finding and Using Data in the Digital Age by Jay Zagorsky
This book is a major source for locating quantitative governmental business information on the web.
Pardee Reference X HD 30.2 Z337