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Investment Sources Pathfinder

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 reports on approximately 1700 stocks in 90 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, Thomson One Banker.

Annual reports also are available through several Internet links on the Business Library web site Business Research Links page such as:

Annual Report Gallery

EDGAR Database.

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

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.
Business Library database resources.

Bloomberg. An interactive financial information network that integrates data, news, analytics, multimedia reports and e-mail onto a single platform.
Business Library database resource.

Mergent Online. Detailed information on 11,000 U.S. public companies. There are 15 years of financial statements included.
Business Library database resource.

Hoover's. Provides a business-oriented perspective on topics such as company and industry information, money management, career development, news, and business travel.
Business Library database resource.

Value Line Investment Survey. A comprehensive source of information and advice on approximately 1,700 stocks, more than 90 industries, the stock market, and the economy.
Business Library database resource.

Research insight. Contains financial information for thousands of companies. Data history is up to 20 years for all companies.
Business Library database resource.

Baseline. Allows equity research in more than 7,000 U.S. companies or the creation of a list of companies with specific characteristics.
Business Library database resource.

Books

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. Business Library.
BUS. LIB. HG4521 .W3855 2003
Business Library

Plunkett Research, Ltd. (2004). Plunkett's investment & securities industry almanac. Houston, Tex.: Plunkett Research. Business Library.
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 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

Blake, Christopher (2007). The investment portfolio users manual. Hoboken, N.J.: John Wiley & Sons Inc.
HG4529.5 .I585 2007
Swem stacks

Marcus, Bruce W. (2005). Competing for capital [electronic resource]: investor relations in a dynamic world. Hoboken, N.J.: Wiley.
HG4910 .M34 2005 INTERNET
Swem resource

Internet Sources

Mutual Fund Connection. The Investment Company Institute site includes extensive mutual fund information.

Marketwatch.com. Stock market news and reports.

Bloomberg.com. An information services, news, and media site.

Zacks Investment Research. Compiles, analyzes, and distributes investment research to both institutional and individual investors.

Business periodicals with financial content

Barron's (Business Library and Swem newspaper shelves)

Black Enterprise (Business Library, Swem stacks, and EBSCOhost and ABI/Inform Global (ProQuest) - full text)

Forbes (Business Library, Swem stacks, and EBSCOhost and ABI/Inform Global (ProQuest) - full text)

Fortune (Business Library, Swem stacks, and EBSCOhost and ABI/Inform Global (ProQuest) - full text)

Institutional Investor (Swem stacks and EBSCOhost and ABI/Inform Global (ProQuest) - full text delayed one month)

Wall Street Journal (Business Library, Swem newspaper shelves, and ABI/Inform Global (ProQuest) - full text)