[music playing]
Hi everyone!
Welcome to this Getting Started tutorial.
Today we're getting started with Investext.
In this short video we'll go over how to access Investext,
what kind of information is available,
and how to search for investment analyst reports by company and industry.
Let's get started!
Visit the Parrish Library homepage at lib.purdue.edu/libraries/mgmt
for managment.
When you get to the Parrish Library homepage,
click on the List of Business Databases link.
This link will take you to the Libraries A-Z List of Databases,
filtered by business, finance, and economics.
You'll find Investext on this list.
Investext provides comprehensive company overviews including key fundamentals,
latest transactions,
the latest five deals,
research reports,
news and significant developments,
and the top five shareholders.
Once you've selected Investext from the list of databases,
you'll automatically be taken to the Investext search tab,
within the Mergent Online interface.
Near the top of the page you can select a date range to include in your search
or enter a specific date range of your own.
Below the date section you'll find a variety of criteria you can use to build your search.
You can use the Select All Criteria button to select parameters for each,
or select specific criteria individually
by clicking on the plus sign next to each item.
For example,
we can search by company by selecting "Company Name/Ticker."
Then,
type in the company name,
or select "Ticker" from the drop down
and type in the company ticker.
Let's search by ticker and type "AAPL"
for Apple, Inc.
and click ">> submit" to run the search.
Our search for Apple returned over 3,000 results.
Let's narrow that down by selecting "Last 90 Days"
from the date section at the top of the page.
Click ">> submit" to run the search with the new parameters.
Now we have less than 1,000 results.
From here we can either add additional criteria to our search,
or view the list of results.
Let's go ahead and view this list by clicking on the view button.
The results page will look something like this with the search criteria at the top of the page
followed by the list of reports.
For each report you'll find the date,
contributor,
headline,
author name,
language,
and number of pages.
You can click on the plus sign under Expand/Collapse
to see some additional details that might give you an idea about what is included in the report.
Once you've found a report you're interested in,
click on the icon under "Report" to open the PDF.
After the PDF is open in your browser,
you can skim the contents to see if it includes the information you're looking for.
If so, you can use the buttons in the upper right corner to download or print the report.
Now let's return to the Investest search tab to set up a search by industry.
First we need to click "Reset" to restore the search to the default settings.
Then we'll select "Industry"
and "Country" under search criteria for this search.
For industry you can either type into the search box,
or look up the industry by clicking on the INDUSTRY Lookup link.
Let's use the industry lookup feature and select "Pharmaceuticals"
located under the Healthcare tab.
Next, we'll click ">> submit" to run this search.
Without including the country filter, our search has returned over 75,000 results.
Let's narrow that down by country.
Select "Europe,
United Kingdom" under country
and click ">> submit" to run the search.
Now we have just over 7,000 results that meet the criteria we have set up.
As with the company search,
you can add as many additional criteria as needed and specify the date or date range.
Let's add a keyword search to our criteria.
Select "Search Whole Report" from the drop down,
and type "ADHD" into the box.
Click ">> submit" to run the search.
We now have a much smaller number of results that meet all of our selected criteria.
As before, you'll see the list of results that you can expand or collapse for more information.
Since we've included a keyword search,
we also have the option to view where the keyword shows up in the report
which can be helpful when trying to determine how useful the report may be to your research.
And as before,
just click on the PDF icon under "Report" to print or download the report.
Now you know how to access Investext,
what kind of information is available,
and how to search for investment analyst reports by company and industry.
If you have any questions,
please contact the Parrish Library at parrlib@purdue.edu.
Thanks for watching!