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Industry Analysis
and Corporate Strategy Studies is a small-group activity
in which teams of participants formulate corporate strategic policy, giving
consideration to global issues. Participants develop and defend a strategic
plan for a specific company in a given industry. The residence session
held abroad fosters an international perspective.
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| Email: All 3 Profs |
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| Email: All 3 Profs+Ken Froewiss+Norman Berman | Email: Entire Class | Email: Entire Class + All 3 Profs | Email: Entire Class + All 3 Profs + Norman Berman |
Syllabus
.(revised 11/2000)
When
you click on Syllabus, you will be asked whether you want to save the word
document on your hard drive (the Save As...
option) or whether you wish to view the syllabus on-screen (the Pick
App.... option). If you choose the former, be sure to
remember where you saved it to on your C drive. If you choose the
latter option, you will see a screen with a browse button. Click
on the browse button and locate your winword.exe file on your C: drive.
Click open and you should be able to see the syllabus on screen.
Class
Roster. The class roster allows students, groups, and professors
to interact with each other via email. The roster contains pictures
scanned from the EMBA photo book.
Handouts
from Professors. 
Company Analysis: Considerations
(pdf format)
DuPont
Growth Model: Spreadsheet,
Power
Point Presentation (pdf format)
Leverage:
Tools
for Leverage Analysis (pdf format)
Spring 2001
Comments on Preliminary
Company Valuation: emba_icsval00.pdf
(pdf format)
Comments on Strategies II
(C Liu): emba_ics9.pdf
(pdf format)
Comments on Strategies (C
Liu): emba_ics8.pdf
(pdf format)
Comments on Industry Analysis
(C Liu): emba_ics7.pdf
(pdf
format)
Spring 2000
Comments on Strategies II
(C Liu): emba_ics6.pdf
(pdf format)
Comments on Strategies (C
Liu): emba_ics5.pdf
(pdf format)
Comments on Industry Analysis
(C Liu): emba_ics4.pdf
(pdf format)
Spring 1999
Comments on Industry Analysis
(C Liu): emba_ics1.pdf
(pdf format)
Comments on Strategies (C
Liu): emba_ics2.pdf
(pdf format)
Comments on Strategies II
(C Liu): emba_ics3.pdf
(pdf format)
Groups.
Information Sources for Your Project.
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| Getting Started | Bobst Library, This provides a list of business resources available at Bobst. | Intranet
Access to Dow Jones News Retrieval, Disclosure, Investext, Lexis-Nexis,
Worldscope.
You must use the computer labs in Stern to access these databases via the Internet. You can download the 10Ks in spreadsheet format. |
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| Industry Analysis and Management Growth Strategies | Wall
St Research Network . To find out industry and/or company information,
you can either explore their homepage or click on Research a Company
and then choose a stock in a particular industry. For a particular
stock, WSRN will give you links to industry information on the web including
trade associations. WSRN also contains links to Edgar where you can
obtain 10Ks.
Conference Calls/Management Interviews: Radiowallstreet
Company News: PRNewswire, CNNfn, BusinessWire, Economic Data-Ted Bos, Census, U. of Michigan, Stat-USA (NYU is a subscriber. Stat-USA can only be used on our intranet) Industry Reviews: Census, Hoovers, Industry Research Desk, Industry Link, ITA, Lehman Bros., Finance Data: Stern Research Data Sets (srds) - Use Compustat Option to obtain balance sheet and income statement information on a company. Use CRSP Option to obtain monthly or daily stock returns and also returns on stock and bond indices. Use Basic Economics option to obtain time series of various economic data. Other: Yardeni, |
How
to Use Bloomberg. The Bloomberg machines are located on the 5th floor
of MEC. Bloomberg has news, financial statements, and analysts estimates
of growth in addition to other types of financial information.
How to Use Lexis-Nexis. Lexis-Nexis is located in the graduate computer labs on designated machines. It has information on news, financial statements, trade journals, patents, and legal aspects. How to Use Research Databases at Stern. This handout in Adobe Acrobat format (pdf) contains general instructions on how to use the Stern Research Data Sets (srds).
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Dow Jones News Retrieval. Contains
recent news events on companies and industries.
Investext (CD-Rom). Contains analysts reports on companies and industries. Disclosure (CD-Rom). Contains the balance sheet and income statements of most major companies. Infotrac (CD-Rom). Contains general company and industry information. Predicast F&S (CD-Rom)
Wall Street Transcript (microfiche). Each issue of the Transcript focuses on a particular industry and includes analysis of companies in the industry and an analysis of the management of each firm. Reference Books on Industry Ratios (located in the cubicles):RMA
Annual Statement Studies (Robert Morris), Industry Norms and Key Business
Ratios (Dun & Bradstreet), Almanac of Business and Industrial Financial
Ratios, Shesnouff (banks), and Best Reports (Insurance)
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