INVESTOR RELATIONS departments of publicly traded companies will often have a website with SEC filings, annual reports, presentations (including earnings calls), and press releases. This is an excellent starting place when researching a company. Find the investor relations website by searching the internet with the company name and the phrase "investor relations".
Primary vs. Secondary Sources
Factiva is a powerful way to search multiple news sources at once for company and industry information. It is ideal for gathering background information on your company and learning about what issues they are addressing, their strategies, and products.
Factiva allows you to narrow search results to specific types of content. For example, set the subject to Transcript to filter for earnings call transcripts and interviews. Below are some guidelines for creating a targeted search in Factiva which will allow you to weed out extraneous results.
|For Articles Containing||Enter|
|Both the word Nokia and the exact phrase emerging markets.||Nokia and emerging markets|
|Either Michelin or Firestone.||Michelin or Firestone|
|At least 5 mentions of Microsoft.||atleast5 Microsoft|
|Vodafone in the same paragraph as telecommunications.||Vodafone same telecommunications|
President within 3 words of Obama, where Obama is the third word (there can be 0-2 words between),
|President w/3 Obama|
|Any words that begin with telecom. You must use at least 3 characters before the truncation (*) sign
and it must be used at the end of a word only.
|Either globalization or globalisation, or other wildcard spellings.||globali?ation|
|The words U.S. stock market and word count greater than 5,000, to identify longer articles about the stock market.
Do not use commas in large numbers.
|U.S. stock market and wc>5000|