FAQ:
Company
Information
 
So, do you like these pages?
Getting
started ...
Public / private?
US / foreign?
Parent /
subsidiary?
Why care about
this stuff?
From Question
to Resource
Resources:
Reference
News articles
Financial
Marketing
Biographical
Stock
< Libraries
Home
|
Resources:
Reference | News | Financial | Market | Biographical | Stock (investment)
Stock
Investment Information
Websites | Newsletters
| Tearsheets | Reference books | Databases
The reference tools on this page are investment
advice tools. For more complete coverage of sources for company financials, please
go to the Financial page.
 Websites:
There are many stock research websites 'out there'. Here are a
few that have been well reviewed. They all have some free content.
 Newsletters:
- Kiplinger's Personal Finance (PER HC 101 .C47)
Also available online
through ABI/Inform.
- The Outlook, from Standard & Poor's. (REF HG 4501 .O88)
A brief, general investment advice newsletter.
'Tearsheets':
Tearsheets are one- or two-page
summaries of a company's stock performance, with a brief description of the company's
business.
- Value Line Investment Survey (REF DESK HG 4501 .V26)
Analyzes 1700 stocks in 95 industries; each report includes a 10 year statistical history
and estimates for the future. Each issue also includes a current analysis of one
broad industry sector.
- Mergent Handbook of Common Stocks (REF HG 4905 .M815)
Quarterly reports covering basic financial and business data on over 950 stocks with high
investor interest.
- Standard & Poor's Stock Reports. NYSE, AMEX, Nasdaq and Regional Exchanges
(REF HG 4905 .S445) Monthly reports on all securities listed on the exchanges:
include extensive statistics, dividend data, balance sheet statistics, Beta Coefficients,
as well as S&P forecasts and evaluation.
- Thomson
ONE Banker: this database provides alot, including
tearsheets from I/B/E/S (Institutional Brokers' Estimate Service). Go to the
"Earnings/Estimates" tab to find them. (The database also has the original
SEC filings themselves, and the financial data in spreadsheet format for the current year
and a ten-year compilation.)
Page
Top
Reference books: 
The following sources provide more
specialized information on bonds, dividends, and on public companies whose stock values
are very small.
- Bond Guide from Standard & Poor's (MEM REF HG 4905 .S435)
- Dividend Record from Standard & Poor's (REF HG 4908 .D583)
- Mergent Bond Record (REF HG 4905 .M78)
- Mergent Dividend Record (REF HG 4908 .M653X)
Covers declarations and payments, stock splits, and right offerings. Annuals for earlier
years may be found at PER HG4908 .M653X.
- Stock Guide from Standard & Poor's (REF HG 4915 .S67)
- Walker's Manual of Penny Stocks (REF HG 4501 .W24) One-page
profiles of 500 companies whose stock sells for less than $5.00.
- Walker's Manual of Unlisted Stocks (REF HG 4501 .W26) One-page
profiles of closely-held, unlisted companies and community banks.
Databases:
- Compustat
(Standard & Poor's Research Insight) Available only
in Memorial Library and in the David Straz Hall computer lab.
A sophisticated and complex numeric database of standardized financial data on 7,000+
active companies and 5,000+ inactive US companies. Up to 20 years of historical data,
contains financials, industry composites, and investment performance data; several hundred
different variables for each company. Requires Excel for fullest use of data.
- Business & Company
Resource Center: part of this database is Investex,
a database of financial analysts' investment reports on public companies. There are
two ways to get to them:
1. Search by company name, look for the link with a stock ticker symbol, then
click on the tab 'Investment Reports'.
2. Go to 'Advanced Search', then specify the content area 'Investment Reports'. Search by company name or ticker symbol.
- Socrates:
for the "socially responsible investor", this database provides the following:
* in-depth company profiles in the following areas:
community, diversity, employee relations, environment, non-US operations, product,
other.
* 'involvement reports' for companies in the following
industries: alcohol, contraceptives, firearms, gambling, military, nuclear power,
and tobacco.
* shareholder action reports.
- Thomson
ONE Banker: If there is a one-stop shopping spot for company investment,
this may be it. Provides SEC filings, annual reports, spreadsheet financials, I/B/E/S
tearsheets, Extel cards (profiles of companies), stock quotes, and more, for ~12,000+ US
and ~12,000 foreign companies.
- Wall
Street Transcript: provides transcripts of interviews with CEO's and
other high-level corporate executives, and transcripts of interviews with investment
analysts and money managers. 1997 - present.
Page
Top
Resources: Reference | News | Financial | Market | Biographical | Stock
(investment) |