| Category | Sources |
|---|
| Investment Advisory Services |
Mergent Online (formerly Moodys Investor Services)
Company Reports: History, description of business and property, financial statements, management, debt, capital and other key data.
Industry reports: Current environment, industry profile, major companies and their performance, market trends and outlook.
Mergent Manuals (in print)
HG4961 .M6* Latest are in Reference, unless noted otherwise.
Latest issue of weekly updates available online.
- Mergent Bank & Finance Manual
- Mergent Industrial Manual - stocks on ASE (AMEX) and NYSE
- Mergent Industry Review - includes comparisons and rankings of major companies within industries.
- Mergent International Manuals
- Mergent OTC Unlisted Manual: HG4501 .M66 Latest in Reference
- Mergent Public Utility and Transportation Manual
- Mergent Handbook of Common Stocks
One-page analysis of 900 companies on the NYSE as well as Mergents Dividend Achievers (increased cash dividend payments for 10 consecutive years.) Best/worst rankings on various measures and by industry. Comparisons with equally valued companies on the S&P composite index. Forecasts. HG4905 .M775
Morningstar Publications (in print)
Ratings, brief description, historical performance.
- Morningstar ETFs 150 annual sourcebook:
HG6043.M67 Latest in Reference
- Morningstar Funds:
HG4530 .M664 Latest in Reference
- Morningstar Stocks 500:
HG4915 .M67 Latest in Reference
Standard & Poor's publications
- Outlook - weekly investment advisory newsletter
Shelved at Circulation Desk: Request no. 9
- Standard Corporation Descriptions (aka Standard Corporation Records)
HG4501.S76636 Reference
- Stock Reports
Business summary, short balance sheet, stock beta, analysis and prospects for 3,000 companies
on NYSE, ASE, NASDAQ, and regional exchanges.
HG4905 .S445 Reference
- Security Owner's Stock Guide
S&P indices stocks: Ratings, price range, capitalization, dividend yield, financial position
Shelved at Circulation Desk: Request no. 11
Thomson Research/Investext
Investment banking analyst reports on industries and companies.
Works best with Internet Explorer
Value Line Investment Survey
Individual company and industry reports. Includes mutual funds, options, convertibles. Updated: daily
BONDS
Mergent Bond Record
Global ratings for corporates, convertibles, governments, municipalities. Price range, yield to maturity, call dates, date issued, current call prices, upgraded, downgraded, withdrawn, retired, matured, redeemed, new preferred stock, etc. Monthly with annual compilation
HG4905 .M781 Reference
Standard & Poor's Bond Guide
Ratings, fixed charge coverage, long-term debt, capitalization, price range, current yield and yield to maturity. Frequency: Monthly
Shelved at the Circulation Desk: Request no. 4
|
| Daily Prices/Dividends |
Capital Changes Reporter
Updated daily. Stock dividends, stock splits, reverse stock splits, reorganizations, exchanges, rights and other changes in capital structure for 58,000 US corporations. To access, click the "Capital Changes" button on the CCH Internet Tax Service entry page.
CSRP: The Center for Research in Security Prices
A comprehensive collection of standard and derived security data available for the NYSE, AMEX and NASDAQ Stock Market. Users must create a personal account to use.
Daily Stock Price Record (Standard & Poor)
Daily high, low and closing stock prices and trading volume. Also includes S&P and Dow Jones Averages.
- NYSE HG4915 .I175 1962 -
- ASE (AMEX) HG4915 .I173 1962 -
- OTC HG4915 .S6651 1968 -
Datastream
Stocks, bonds, warrants, futures, options. International and deep historical coverage. Available on a dedicated Datastream terminal inside the library for Haas students and faculty only.
Global Financial Database
Stocks, bonds, commodity futures, real estate market data
Mergent Dividend Record
HG4908.M65
Weekly, semi-annual and annual.
Latest at Circulation Desk Financial no.1 & no. 2
Quarterly Dividend Record (Standard & Poor)
Shelved at Circulation Desk: Financial no. 10 (quarterly), no. 7 (annual compilation)
|
| Handbooks/Guidebooks |
See section Reference HG151 through HG176 for finance and investment handbooks, dictionaries, encyclopedias.
Search OskiCat
for subjects such as "Investments United States" (Europe, Latin America, China, Foreign, Developing Countries, etc.) or "Investments handbooks" or "Saving and investment" or "Commodity futures" or "Stocks United States" etc.
The Wall Street Journal Guide To Understanding Money & Investing
Kenneth M. Morris, Virginia B. Morris.
HG4910.M67 2004 Reference
|
| Initial Public Offerings (IPOs) |
Hoovers Online IPO Central
IPO news, filings, pricings, statistics, SEC document guide and a beginners guide to IPOs.
EDGAR online IPO Data
IPO news, search by industry, by geography, etc.
Investment Dealers Digest
Weekly. Every corporate underwritten offering being made in the United States is
detailed by issuer, location, size, co-managers, filing date, price ranges,
business lines for initial public offerings, and more.
HG4501.I57 Current issues in CURRENT PERIODICALS; later issues bound in stacks
SDC Platinum
Search for new issues, deals by various criteria.
Available on stand-alone Datastream terminal to Haas students and faculty only.
Search OskiCat for title words and subjects "going public," "valuation," "corporate finance and government," "investment analysis," "venture capital" for books on IPOs (how to, raising capital, investing in IPOs, valuing companies, etc.) in Long Business Library.
|
| News |
Current issue of each publication is available in Newspaper racks or in Current
Periodicals.
Lexis-Nexis
Many investment-related daily, weekly, monthly publications.
Factiva
Many investment related daily, weekly, monthly publications. Includes Wall Street Journal, Barrons, Financial Times, Business Week and more.
Barron's
Latest at Newspaper Rack; earlier unbound issues at Circulation Desk
Features analysts' investment advice, stock recommendations, reports on companies and major market news.
Business Week
General business news with in-depth coverage and analysis of issues.
HF5001 .B85 Recent issues in CURRENT PERIODICALS; later issues bound in stacks
Financial Times (1-day delay)
UK business daily highly regarded for impartial and independent reporting on business, culture and politics worldwide. UK-based companies are covered in great detail.
Latest at Newspaper Rack; earlier issues at Circulation Desk. Kept until film received.
Inc.
Focus is on small and medium sized business. Annual rankings of the fastest-growing
100 publicly held companies and top 500 privately held companies are also published.
HD2346 .U5 I55 Recent issues in CURRENT PERIODICALS; later issues bound in stacks
The Investment Dealers' Digest
Weekly. Every corporate underwritten offering being made in the United States is
detailed by issuer, location, size, co-managers, filing date, price ranges,
business lines for initial public offerings, and more.
HG4501.I57 Current issues in CURRENT PERIODICALS; later issues bound in stacks
Institutional Investor - America and International editions (latest month not available online)
Investors Business Daily
Geared for investors - news and business stories on companies.
Available one day after publication. Print publication is not available at Long Library.
Wall Street Journal
Latest at Newspaper Rack; earlier issues at Circulation Desk. Kept until film received.
Financial News websites
|
| Stock and Commodity Exchanges |
Commodity Futures Trading Commission
A U.S. government agency that regulates commodity futures and options markets in the US. Links to US exchanges, futures trading laws and regulations, customer protection, research reports and more.
Stock and Commodity Exchanges
Worldwide coverage. Stock, commodity and exchanges for trading options, derivatives, futures. Links to regulatory agencies and market quotes. From Rutgers University Libraries.
|
| Country Reports |
These contain historical, political, economic, commercial analysis, opportunities, uncertainties and forecasts for most countries:
|
| Trade and Professional Associations |
|
| Yearbooks |
Handbook of World Stock, Derivative and Commodity Exchanges
Reference HG4551.H32
SBBI Yearbook - Stocks, bonds, bills, and inflation . . .
Reference HG4915.S751
SIFMA Yearbook (Securities Industry and Financial Management Association)
Reference HG4621 .S43
Global Stock Markets Factbook (Standard & Poor)
Reference HG4551 E43
World Investment Report
Reference HG4538 .W67
World Stock Exchange Fact Book
Reference HG4551.W64
|
