Contents:
Concepts | Analysis & Reports | Exchanges/Indices/Prices | Beta | Bonds | IPOs | Federal Market Data | Articles
Barron's Finance and Investment Handbook
Reference HG173.D66 2003
Encyclopedia of Business and Finance
Reference HF1001 .E467 2001
The Handbook of Financial Instruments
Explains financial assets, markets, and the fundamentals of investing.
How to Read a Financial Report: Wringing Vital Signs Out of the Numbers
Guidelines for interpreting the various parts of a financial report
Investing Demystified
Basic guide to investments and investing
Investorwords
http://www.investorwords.com
Free online glossary of investment terms produced by financial Internet company WebFinance Inc.
For additional sources on finance and investing concepts, search the library online catalog using one of the following subjects:
Finance; Finance, personal; Financial statements; Futures; Going public (securities); Investments; Investments, foreign; Portfolio management; Securities; Speculation; Stock exchanges; Stocks
Mergent Online (library database)
Mergent (formerly Moody's)
Includes stock analysis in "Tearsheets" section for many companies in the database; also provides detailed company-related information, including financials; covers U.S. and international companies
Morningstar (library database)
Analysis of stocks and mutual funds include analysts' recommendations; users may generate reports and analyze customized portfolios
NetAdvantage (library database)
Standard & Poor's
Includes company profiles including dividend data; the Stock Report; information on the S&P indices; the weekly investment advisory newsletter The Outlook; bond performance reports and ratings from the Bond Report and a bond screening tool; the Mutual Fund Report and a fund screening tool; the S&P Industry Surveys
Value Line Investment Survey
On Reserve at the Circulation Desk
One page company reports which provide analysis of stock performance and the Value Line beta; also includes one page industry overviews
BigCharts
http://bigcharts.marketwatch.com/
Stock quotes, industry sector information, historical quotes, and major market indices data. BigCharts is a service of Marketwatch.
Compustat (Research Insight) (use only with Internet Explorer) (library database)
Contains 240 months of stock prices and dividend data. Pricing categories include average, weekly, monthly, annual prices. Users may also compare company stock prices to the market using Compustat's ratio functions.
Econmagic
www.economagic.com/sp.htm
Daily and monthly indices data. Historical time series from index start to current day. Indices include the Dow Jones Industrial, Transportation, Utility; the S&P 500; the NASDAQ Composite; the Russell 1000, 2000, and 3000; and others. Data may be downloaded to Excel files.
Euroland
http://www.euroland.com/
Provides daily, monthly, weekly, and quarterly stock prices for European companies. Also allows users to select and compare stock from international stock exchanges and also presents data in the user's chosen currency.
Morningstar (library database)
Provides daily and monthly prices for stocks and mutual funds in addition to the database's other research features.
Over the Counter
http://www.otcbb.com/
OTC Bulletin Board operated by NASDAQ. Includes equity securities not listed on NASDAQ, NYSE or Amex.
Pink Sheets
http://www.pinksheets.com/index.jsp
Provides pricing and other information for the over-the-counter (OTC) securities market.
Yahoo! Finance
http://finance.yahoo.com
Daily, weekly, and monthly prices (including dividends) from 1969 to the present.
Stock Exchanges
http://www.lib.uchicago.edu/e/busecon/guides/stock_exchanges.html
Links to stock exchanges throughout the world; categorized by region and country; produced by the University of Chicago Library
World Indexes (Bloomberg)
http://www.bloomberg.com/markets/stocks/wei.html
Provides indices data from a variety of international indices
Beta - "A quantitative measure of the volatility of a given stock, mutual fund, or portfolio, relative to the overall market, usually the S&P 500. Specifically, the performance the stock, fund or portfolio has experienced in the last 5 years as the S&P moved 1% up or down. A beta above 1 is more volatile than the overall market, while a beta below 1 is less volatile." from Investorwords.com
Compustat (Research Insight) (use only with Internet Explorer) (library database)
Listed under valuation; provides the measurement of the sensitivity of the company's stock price to the overall fluctuation in the S&P 500 or the S&P/TSX for Canadian companies. Beta is calculated for a 60-month time period. If less than 60 months of data is available, Beta will be calculated for as few as 24 months. Month end closing prices (including dividends) are used in the calculation.
Morningstar (library database)
Source for mutual fund betas.
NetAdvantage (library database)
Standard & Poor's
For each company, found by searching the Company Profile section, listed under Valuation
Value Line Investment Survey
On Reserve at the Circulation Desk
One page company reports which provide analysis of stock performance and the Value Line beta; also includes one page industry overviews
EMMA (Electronic Municipal Market Access)
http://emma.msrb.org/Default.aspx
A pilot website by the Municipal Securities Rulemaking Board (MSRB) that offers online access to "information on municipal bonds, notes and other securities issued by state and local governments." Includes free access to the "complete collection of official statements and advance refunding documents filed with the MSRB since 1990....and transaction price data for trades since January 31, 2005."
Mergent Online (library database)
Mergent (formerly Moody's)
Bond credit ratings for current corporate issues and changes in credit ratings for company active bonds; found under "Long Term Debt" within each company profile
NetAdvantage (library database)
Standard & Poor's
Look for the Bond Screener under the Companies tab; provides search interface that screens by company name or CUSIP as well as other screening criteria; for each issue, the bond reports provide S&P rating, high and low prices, recent prices, profile of the issuer/guarantor, and key statistics about the bond and issuer
TreasuryDirect
http://www.treasurydirect.gov/
U.S. Department of the Treasury website which provides information about U.S. Treasury securities including information about buying and redeeming treasury bills, notes, bonds, inflation-protected securities (TIPS), and series I and EE savings bonds
Yahoo! Finance Bond Screener
http://screen.yahoo.com/bonds.html
Allows users to screen bonds, such as treasury, corporate, municipal, and zero coupon bonds, based on various criteria
Business Source Complete (library database)
Find articles on IPOs; search with the term "going public". Investment Dealers' Digest covers IPO news and is available full-text from BSC from 1998 to the present.
IPO Central from Hoover's
http://www.hoovers.com/global/ipoc/
Search for IPOs
IPOhome.com
http://www.ipohome.com/default.asp
Up-to-date news and information on IPOs. Free site to find out about upcoming IPOs, analyze the IPO, and track the returns of each IPO and of the overall IPO market. Once the IPO starts trading, research is available online for a price.
Selected Interest Rates
http://www.federalreserve.gov/releases/h15/update/
Daily interest rates for selected U.S. Treasury and private money market and capital market instruments. It is published weekly by the Federal Reserve Board. Site also links to other statistical releases and historical data.
Weekly Primary Mortgage Market Survey
http://www.freddiemac.com/dlink/html/PMMS/display/PMMSOutputYr.jsp
Provides weekly and monthly mortgage rates as reported by surveyed mortgage companies. Provides a picture of regional and national mortgage rate trends.
Business Source Complete (library database)
Business Source Complete (BSC) indexes business and economics magazines and journals. Full-text is available for many articles. BSC is the best database to search for scholarly articles regarding finance and investments issues.
Lexis-Nexis Academic (library database)
Economic and other information about countries can be found on the Lexis-Nexis database. Under the "News" file, sections that will be of use for country research are "World News", "News Transcripts", and/or "Non-English Language News". You will find additional information about countries from the "Reference" file under "Country Profiles."