| Investment Advisory Services |
* ThomsonOne
Analyst reports from investment banks via ThomsonOne
Choose "Screening & Analysis -> Research" on the left sidebar.
Must be accessed using Internet Explorer.
* 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/Moodys Manuals Archive Online (formerly Moodys Investor Services) - through 2011
Select "Search MergentWebReports" link.
Mergent Manuals (in print)
HG4961 .M6* Latest are in Reference, unless noted otherwise.
- Mergent Bank & Finance Manual
- Mergent Government Manuals
- 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 Municipal Manuals
- Mergent OTC Unlisted Manual: HG4501 .M66 Latest in Reference
- Mergent Public Utility and Transportation Manual
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 Latest in Reference
Mergent Industry Review
Monthly. Industries reviewed and ranked.
HG4961 .M68 Latest in Reference
Mergent complete corporate index
Lists every corporation and institution from all Mergent manuals.
HG4961 .M72 Latest in Reference
* Standard & Poor's NetAdvantage
NetAdvantage enables users to screen for stocks, bonds, and mutual funds. Also includes detailed securities reports and access to investment newsletters.
Standard & Poor's publications (in print)
- Outlook - weekly investment advisory newsletter
Shelved at Circulation Desk: Request no. 6
- Standard Corporation Descriptions (aka Standard Corporation Records)
HG4501.S76636 Reference - available in S&P NetAdvantage also
- 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. 8
* 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. 3
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| 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.
Available at Haas only.
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. Login with Haas username and password
Datastream is also available to the non-Haas community at Datalab inside Doe Library building
* Global Financial Database
Stocks, bonds, commodity futures, real estate market data. Daily prices, deep historical coverage
Mergent Dividend Record
HG4908.M65
Weekly, semi-annual and annual.
Latest at Circulation Desk Financial no.1 (annual) & no. 2 (weekly)
Quarterly Dividend Record (Standard & Poor)
Shelved at Circulation Desk: Financial no. 7 (quarterly), no. 5 (annual compilation)
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| 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
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| Initial Public Offerings (IPOs) |
SDC Platinum
Search for new issues, deals by various criteria.
Available on stand-alone Datastream terminal to Haas students and faculty only with a Haas username and password.
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.
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| 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
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