Library Instruction
May 8, 2003
RESEARCHING COMPANIES BEFORE YOU INVEST
| Company Information |
| Industry Information |
| Mutual Funds |
- UWM Libraries Subscription Databases
- LexisNexis
Academic
Full-text of current events/news publications, legal and government information, as well as business news and corporate information. Guide - Mergent
Online [formerly FIS Online, Moody's Company Data]
- Financial statements and company descriptions for approximately 15,000 publicly-traded companies.
- Reference USA
Detailed information on more than 12 million private and public U.S. businesses. Guide
- More Subscription Databases
Use databases, such as ABI/Inform, to read articles written about a particular company in business journals, magazines and newspapers. View the full list of business databases at www.uwm.edu/Libraries/subjects/busecon.html. - Financial statements and company descriptions for approximately 15,000 publicly-traded companies.
- LexisNexis
Academic
- Print Resources at the Library
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Wisconsin Resources:
Business Journal Book of Lists (REF) HF 3163 .M5 B871x
Consumer Analysis (REF) HC 108.M6 A25
Wisconsin Business Service Directory At the Info Desk (REF) HD 9981.7 .W6 W57
Wisconsin Business Directory At the Info Desk (REF) HF 5065 .W6 W57
Wisconsin Manufacturers Directory At the Info Desk (REF) TS 24 .W6 W6
Wisconsin Manufacturers Register At the Info Desk (REF) HD 9727 .W6 W58
U.S. and International Resources:
Mergent Bond Record (REF) HG4905 .M78x
Mergent Dividend Record (REF) HG4908 .M66x
Mergent International Manual (REF) HG 4538 .M66x
Mergent's Handbook of Common Stocks (REF) HG 4905 M815
Mergent's Handbook of NASDAQ Stocks (REF) HG 4501 .M58
Security Owner's Stock Guide (REF) HG 4661 .S77
Standard and Poor's Stock Reports (REF) HG 4905 .S442x
Value Line Investment Survey (REF) HG 4501 .V26 Online Access - Reference Room only.
Example
Value Line Investment Survey [Expanded] (REF) HG 4501 .V262
Wall Street Journal
Current Periodicals Room Current Issues - Newspaper area; Prior Issues - Microfilm HG01
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- Web Sites (Free Access)
American Depository Receipts
http://www.adr.com
ADR's are shares of non-U.S. companies that trade on United States stock markets. Database includes company profiles and financial statements and is searchable by company name, country, industry, and stock exchange.
EDGAR Database (U.S. Securities and Exchange Commission)
http://www.sec.gov/edaux/searches.htm
Database of official financial statements (e.g. 10K) and other documents that public companies are required to file with the SEC.
Investopedia - Tutorials and Lessons
http://www.investopedia.com/university
Learn the basics of investing, including tutorials on stocks, bonds, mutual funds, and other investment topics.
Quicken.com - Security Evaluator
http://www.quicken.com/investments/seceval/
Learn to evaluate a stock based on the company's growth trends, financial health, management performance, market multiples, and intrinsic value.
Quicken.com - Stock Search
http://www.quicken.com/investments/stocks/search/?page=Start
This stock screener has three different expertise levels, ranging from simple lists of stocks meeting predefined criteria to a customized search using user-defined values for 39 variables.
Yahoo! Finance
http://finance.yahoo.com/?
Access quotes for stocks, bonds, mutual funds, indices, and futures & options. Historical stock prices (open, close, high, and low) also available. View calendars for companies' earnings announcements and economic indicator releases.
- More Company Reference Sources at the Library
| Company Information |
| Industry Information |
| Mutual Funds |
- UWM Libraries Subscription Databases
- Use databases, such as ABI/Inform,
to read articles written about a particular industry in business journals, magazines
and newspapers. View the full list of business databases at www.uwm.edu/Libraries/subjects/busecon.html.
- Use databases, such as ABI/Inform,
to read articles written about a particular industry in business journals, magazines
and newspapers. View the full list of business databases at www.uwm.edu/Libraries/subjects/busecon.html.
- Print Resources at the Library
-
Industry Codes
North American Industry Classification System (NAICS) At the Info Desk
(REF) HF 1041 .U613
Standard Industrial Classification Manual At the Info Desk (REF) HF1042 .S72x 1987
- Financial Ratios and Data by Industry
Almanac of Business and Industrial Financial Ratios At the Info Desk
(REF) HF 5681 .R25 T68
Annual Statement Studies (RMA) At the Info Desk (REF) HF 5681. B2 R6x
Example
Industry Norms and Key Business Ratios (Dun & Bradstreet) At the Info Desk
(REF) HF 5681 .R25 I525x
- Industry Analysis
Market Share Reporter (REF) HF 5410 .M35
Standard & Poor's Industry Surveys At the Info Desk (REF) HG 4921 .S752
U.S. Industry and Trade Outlook At the Info Desk (REF) HC 106.5 .A17
Value Line Investment Survey (REF) HG 4501 .V26 Online access - Reference Room only.
Example
Value Line Investment Survey [Expanded] (REF) HG 4501 .V262
- Web Sites (Free Access)
Economic Census of the United States
http://www.census.gov/epcd/www/econ97.html
Statistical data on the U.S. economy from the national to the local level, organized primarily by industry.
Yahoo Industry Center
http://biz.yahoo.com/ic/
Resources, news, calendars, market info, and additional info by industry.
Hoover's Industry Sectors
http://www.hoovers.com/sector/0,2187,73,00.html
Reports on 28 industries in the U.S. Included in the report are an overview, industry news, and links to relevant companies and resources on the Internet.
- More Industry Reference Sources at the Library
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| Company Information |
| Industry Information |
| Mutual Funds |
Mutual Funds
- UWM Libraries Subscription Databases
- Use databases, such as ABI/Inform, to read articles written about mutual funds in business journals, magazines and newspapers. View the full list of business databases at www.uwm.edu/Libraries/subjects/busecon.html.
- Use databases, such as ABI/Inform, to read articles written about mutual funds in business journals, magazines and newspapers. View the full list of business databases at www.uwm.edu/Libraries/subjects/busecon.html.
- Print Resources at the Library
Mergent Unit Investment Trusts (REF) HG 4530 .M67
Morningstar Funds 500 (REF) HG 4530 .M664x
Wall Street Journal
Current Periodicals Room Current Issues - Newspaper area; Prior Issues - Microfilm HG01
- Web Sites (Free Access)
-
Morningstar
http://www.morningstar.com/
Quotes and analytical reports for over 16,000 mutual funds and stocks. Mutual fund reports include the Star Rating.
Quicken - Mutual Funds
http://www.quicken.com/investments/mutualfunds/
Quotes and analytical reports for over 16,000 mutual funds and stocks. Mutual fund reports include the Star Rating.
Yahoo! Finance
http://finance.yahoo.com/?
Access quotes for stocks, bonds, mutual funds, indices, and futures & options. Historical stock prices (open, close, high, and low) also available. View calendars for companies' earnings announcements and economic indicator releases.
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