This is one in a series of research guides produced by the Thomas J. Long Business & Economics Library at the University of California, Berkeley.
This guide lists electronic and print sources used for making investment decisions. Print materials are shelved in Reference, or at the Circulation Desk.
Search Pathfinder for subjects "Investments United States" (Europe, Latin America, China, etc.) or "Commodity Futures" or "Stocks United States."
Last updated 11/2005.
Mergent (formerly Moodys) issues ratings for stocks and bonds. Provides company history, description of business and property, financial statements, management, debt, capital and other key data as obtained from companies themselves, their stockholder reports as well as from SEC filings. The following are available in Long Library:
Morningstar Funds
Rating, brief description, historical performance.
Morningstar Stocks 500
Rating, brief description, historical performance.
Reuters Research on Demand
Analyst reports on industries and companies.
Standard & Poor's. Stock Reports
Quarterly stock reports: business summary, short balance sheet, stock beta, analysis and forecasts for 3,000 companies on NYSE, ASE, NASDAQ and regional exchanges.
HG4905 .S445 Express Reference
Value Line Investment Survey
Individual company and industry reports geared for investors.
Long Library maintains a collection of annual reports for U.S. public companies. Requests for copies of annual reports should be directed to the Photoduplication Service. A fee is charged for this service. The formats vary:
International company reports are available on microfiche from 1985-1990.
CRB Commodity Yearbook
HF53 .C74 Latest in Reference; CD-ROM at Circulation Desk
Guide to World Commodity Markets
HG6046 .G84 Reference
World's Futures and Commodity Markets
HG6024 .A3 W87 Reference
These contain historical, political, economic, commercial analysis, opportunities, uncertainties and forecasts for most countries:
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.
Accessible only from the Haas School of Business.
Datastream
Primark, Inc.
A source of historical security data for domestic and foreign companies.
Available only to students and faculty on a standalone workstation in the Reference area. (For an online tutorial, see the list of Datastream Guides.)
See section Reference HG151 through HG176 for finance and investment handbooks, dictionaries, encyclopedias.
Search for title words and subjects "going public," "valuation," "corporate finance and government," "investment analysis," "venture capital" in the UCB library catalog, Pathfinder, for links to policy papers and research articles as well as the location of books on IPOs (how to, raising capital, investing in IPOs, valuing companies, etc.) in the Circulating Collection of the Business Library.
Hoovers Online IPO Central
Topics covered are IPO news, filings, pricings, statistics, SEC document guide and a beginners guide to IPOs.
The best databases to look for articles about IPOs and investment literature are Business Source Complete and Academic Search Complete. Databases that carry business news like Factiva and Lexis/Nexis Academic are good sources for articles and news of current and recent IPOs as well as trends in IPOs.
EDGAR online IPO Data
IPO news, search by industry, by geography, etc.
Barron's
Latest at Newspaper Rack; earlier unbound issues at Circulation Desk
Business Week
EBSCO
HF5001 .B85 Recent issues in CURRENT PERIODICALS; later issues bound in stacks
Financial Times
Available in Factiva News.
Inc.
EBSCO
HD2346 .U5 I55 Recent issues in CURRENT PERIODICALS; later issues bound in stacks
The Investment Dealers' Digest
Business Source Complete
HG4501.I57 Current issues in CURRENT PERIODICALS; later issues bound in stacks
Free News Websites
CNN/Money
Freely available on the web are delayed current quotes, historical prices, and current news from many sources such as:
Newspapers such as the New York Times and the Wall Street Journal supply previous day prices.
Bond Guide
Standard & Poor's Corp. Monthly.
Shelved at the Circulation Desk: Request #6
Daily Stock Price Record
Standard & Poor's Corp. Quarterly.
Daily high, low and closing stock prices and trading volume. Also includes S&P and Dow Jones Averages. Three months of daily prices and indexes in each volume.
Reference
NYSE HG4915 .I175 1962 -
ASE HG4915 .I173 1962 -
OTC HG4915 .S6651 1968 -
Security Owner's Stock Guide
Standard & Poor's Corp. Monthly.
Shelved at Circulation Desk: Request #14
Standard & Poor's Quarterly Dividend Record
Standard & Poor's Corp. Quarterly, with an annual cumulation.
Shelved at Circulation Desk: Request #13
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
From Rutgers University Libraries. Includes exchanges for options, derivatives, futures as well as links to regulatory agencies and market quotes.
National Association of Security Dealers
Securities Industry Association
See also:
Company Information
Industry Information