MBA 233-1: Investments

Private Company Information

  • Hoover's Online
    Over 1,800 company profiles and industry descriptions.
  • Reference USA
    Includes basic profiles of over 13 million U.S. companies.

Public Company Financial Disclosures and Reporting

Recent annual reports and financial disclosure information for public companies is readily available on the web at sites such as Yahoo Finance and Google Finance.  For Security and Exchange Commission-required filings, including 10Ks and 10Qs, see the SEC's EDGAR database for free access to all SEC filings.

Disclosures and annual reports not available through these sites can be accessed either by using one of the databases below (1994-present, with some historical coverage available through Proquest Historical Annual Reports) or by accessing the microfiche collection in the Business Library (pre-1995).

For more information about available company information resources, please see Business Library Subject Guide #4, Company Information.

  • Mergent Online
    Mergent -- Company profiles, financial statements, annual reports and SEC filings for public companies for the past 15 years. More info.
  • Factiva
    Factiva -- Company profiles, news, trade publications, and much, much more. More info.
  • Historical Annual Reports
    Includes over 800 companies' annual reports available as searchable pdf images. Includes financial data, Fortune 500 ranking, industry classification, key people, geographic location, and more.
  • Value Line Research Center
    Full access to investment information by way of several Value Line products including: the Investment Survey; Mutual Fund Survey; Daily Options Survey; and more.

Analyst Reports

  • Investment bank analyst reports from Thomson Research/Investext offer a look at a company's past performance and predicitons of how it will perform in the future. Thomson Research/Investext works best with Internet Explorer.
  • OneSource Global Business Browser includes analyst reports.  Click on "News and Reports" to search by company or brokerage.  (If you do not know your OneSource login information, follow the instructions for recovering a lost password, using your Berkeley address.)
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Last Update: June 03, 2011 15:43