Investment Sources
Manuals
Mergent's handbook of common stocks. Gives background information, financial data, and prospects.
BUS. LIB. HG4501 .M59 Quarterly Business Library
Value Line Investment Survey. A major investment service that gives facts on approximately 1700 stocks in 100 industries. Also provides a weekly newsletter that gives Value Line's views on business, the economy, and the stock market.
BUS. LIB. HG4501 .V26 Weekly Business Library
Standard & Poor's bond guide. Lists more than 7,000 bonds, gives comparative financial and statistical information.
BUS. LIB. HG4905 .S435 Monthly Business Library
Standard & Poor's stock guide. Lists more than 10,000 stocks, gives assessment of the capacity and willingness of an issuer to pay dividends.
BUS. LIB. HG4915 .S67 Monthly Business Library
Standard & Poor's dividend record. Provides data to track and process payments and other corporate actions.
BUS. LIB. HG4908 .S77 Annual Business Library
BUS. LIB. HG4908 .S76 Quarterly Business Library
Standard & Poor's The Outlook. Analyzes and projects business and stock market trends. Includes brief data on individual securities, with purchase/sell recommendations; also S&P stock market indexes.
BUS. LIB. HG4501 .S7664 Weekly Business Library
Annual Reports and SEC Filings
Annual reports and SEC filings are available through the following Business Library databases:
Baseline, Bloomberg, Hoover's, Mergent Online, ReferenceUSA/OneSource Express, Thomson One Banker.
Annual reports also are available through several Internet links on the Business Library web site Business Research Links page such as:
Wall Street Journal Annual Reports
Microfiche Collection. The Business Library has SEC filings and annual reports on microfiche from 1978 through 1998. The collection contains annual reports, proxies, prospectus, and 10Ks for all U.S. and many international public companies. The collection is arranged by fiche number so you must use the index (in the bound and loose-leaf binders on the reference shelves) to locate the report you need.
Databases
Databases listed below are accessed through the Business Library database page, many can also be accessed through Swem Library databases.
Thomson One Banker. Internet-based analytics tool that combines source data, flexible searching, and charting to give you the data and tools for in-depth research. It includes historical research and statistics as well as forecasts.
Bloomberg. An interactive financial information network that integrates data, news, analytics, and multimedia reports onto a single platform.
Mergent Online. Detailed information on 11,000 U.S. public companies. There are 15 years of financial statements included for each company.
Hoover's. Provides a business-oriented perspective on topics such as company and industry information, money management, career development, news, and business travel.
Value Line Investment Survey. A comprehensive source of information and advice on approximately 1,700 stocks, more than 100 industries, the stock market, and the economy.
Research Insight. Contains financial information for thousands of companies. Data history is up to 20 years for all companies.
Baseline. An Internet-based database that presents financial information and provides a comprehensive source of financial data. Also included are key stats charts, company visualizations, equity allocators, and insight into strengths and weaknesses of stocks and portfolios.
Reference
Listed below is a small selection of investment reference materials.
Fabozzi, Frank J. (2008). Handbook of finance. Hoboken, NJ: Wiley.
BUS. LIB HG173 .H327 2008 v.1-3 Business Library
Kaliski, Burton S. (2007). Encyclopedia of business and finance. Detroit: Macmillan reference USA.
BUS. LIB. HF1001 .E466 2007 v.1-2 Business Library
Garrett, Ian (2005). The Blackwell encyclopedia of management. Finance. Malden, MA: Blackwell Pub.
BUS. LIB. HD30.15 .B455 2005 v.4 Business Library
Downes, John (2003). Dictionary of finance and investment terms. Hauppauge, NY: Barron's Educational Series.
BUS. LIB. HG151 .D69 2003 Business Library, Swem electronic resource
Willis, Clint (2003). What do I do with my money now?: answers for any market from Warren Buffett, Peter Lynch and other investors you can trust. New York: Marlowe & Co.
BUS. LIB. HG4521 .W3855 2003 Business Library
Plunkett Research, Ltd. (2004). Plunkett's investment & securities industry almanac. Houston, Tex.: Plunkett Research.
BUS. LIB. HG4907 .P58 Business Library
Hancock, John (2005). An investor's guide to ethical & socially responsible investment funds. London; Sterling, VA: Kogan Page.
HG4515.13 .I58 2005 Swem Library stacks
Scott, David Logan (2003). Wall Street words: an A to Z guide to investment terms for today's investor. Boston: Houghton Mifflin.
HG4513 .S37 2003 Swem reference, Swem electronic resource
Blake, Christopher (2007). The investment portfolio users manual. Hoboken, N.J.: John Wiley & Sons Inc.
HG4529.5 .I585 2007 Swem Library stacks
Marcus, Bruce W. (2005). Competing for capital [electronic resource]: investor relations in a dynamic world. Hoboken, N.J.: Wiley.
HG4910 .M34 2005 Swem electronic resource, Swem Library stacks
Internet Sources
The Investment Company Institute
Business periodicals with financial content
Barron's
Black Enterprise
Forbes
Fortune
Institutional Investor
Wall Street Journal
Business periodicals often publish annual lists of companies that meet certain criteria and special issues for the investor. Many of the lists are placed in binders that are located on the Reference shelves. These include:
Fortune 500
Forbes World's 2000 Leading Companies
Forbes Largest Private Companies
Business Week, "Where to Invest"
