University Libraries Finance & Investing Resources Research Guide
All print resources are available in Michener Reference unless otherwise noted. In addition to specific categories of finance/investing resources, be sure to check the multipurpose and general resources listed at the end of the guide.
Where can I find information about stocks? Big Charts (http://bigcharts.marketwatch.com) – find current and historical quotes, news, and other resources. Stock Exchange websites
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American Stock Exchange (http://www.amex.com) NASDAQ (http://www.nasdaq.com) New York Stock Exchange (http://www.nyse.com) Stock Exchanges Worldwide (http://www.tdd.lt/slnews/Stock_Exchanges/Stock.Exchanges.htm)
Value Line Investment Survey HG4501 .V26 Michener Reserve Where can I find information about bonds? Treasury Direct (http://www.treasurydirect.gov) – Find information about U.S. treasury bills, treasury notes, and savings bonds. A savings bond calculator is available at http://www.treasurydirect.gov/indiv/tools/tools_savingsbondcalc.htm. Site also provides access to U.S. public debt figures and information. How Municipal Bonds Work HG4726 .Z56 1995 Investing in Bonds (http://www.investinginbonds.com/) – The Bond Market Association provides price information, articles, introductory guides, and links to related sites. Where can I find information about mutual funds? Brill’s Mutual Funds Interactive (http://www.brill.com) – provides news, guides, and portfolio tracking. BusinessWeek Online: Mutual Funds (http://www.businessweek.com/investor/funds.html) – Access Business Week articles, a fund scorecard and an S&P powered fund screener. Investment Company Institute (http://www.ici.org/) – Find mutual fund statistics and information on economic, legal, and related issues. See especially the Investment Company Factbook (http://www.icifactbook.org/). Morningstar Mutual Funds HG4530 .M8 Michener Reserve Value Line Mutual Fund Survey HG4530 .V35 Michener Reserve Where can I find financial information for public companies? Annual Reports – access annual reports for general information and financial data for public companies. Annual reports are usually available easily from company websites, but also may be found from one of the following gateways.
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Annual Report Gallery (http://www.reportgallery.com/) Annual Report Service (http://www.annualreportservice.com/) – requires registration
How to Read a Financial Report: Wringing Vital Signs out of the Numbers HF5681.B2 T733 2004 IPO Central (http://www.hoovers.com/global/ipoc/index.xhtml) -- Find initial public offering (IPO) coverage, including Hoover's profiles of companies, the upcoming IPO Calendar, latest pricings and filings, and historical IPO data. Some data only available for a fee. Mergent (available from Libraries’ Online Databases and Article Indexes webpage (http://www.unco.edu/library/dbases.htm)) – provides access to detailed information for U.S. public companies and for 20,000 non-U.S. companies. Securities and Exchange Commission (http://www.sec.gov) – federal source for laws, regulations, and other investor guidance. Find SEC filings at one of the following sources:
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EDGAR (http://www.sec.gov/edgar.shtml) – official federal government gateway EDGARScan (http://edgarscan.pwcglobal.com) – Price WaterhouseCoopers provides financial data extracted from SEC filings. LexisNexis Academic (available from Libraries’ Online Databases and Article Indexes webpage (http://www.unco.edu/library/dbases.htm)) – the Business section of this database also provides search functionality for SEC filings.
Standard & Poor’s Research Insight – (available on Michener Library CD-ROM workstations) allows for in-depth selective analysis of public company data. Finding ratios – Use these print sources to identify industry averages for similar sized businesses. Be sure to read introductory material to understand how data is compiled and interpreted.
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Dun & Bradstreet Credit Services. Industry Norms and Key Business Ratios. HF5691 R25I53 Robert Morris Associates. Annual Statement Studies. JF5681 B2R6
Where can I find information about currency exchange?
OANDA (http://www.oanda.com/convert/classic) – enables conversion between 164 currencies. Universal Currency Converter (http://www.xe.com/ucc/) What Is a Dollar Worth? (http://minneapolisfed.org/Research/data/us/calc/index.cfm) – The Federal Reserve Bank of Minneapolis provides a Consumer Price Index calculator, useful for comparing the average change in prices over time in a market basket of goods and services. Where can I find finance and investing articles or resources? Business Source Premier (available from Libraries’ Online Databases and Article Indexes webpage (http://www.unco.edu/library/dbases.htm)) in addition to traditional articles, find many company financials Business & Company Resource Center (available from Libraries’ Online Databases and Article Indexes webpage (http://www.unco.edu/library/dbases.htm)) functions as both an article index and a source for more than 450,000 quick company profiles, including financial information. Investment reports also accompany many of the company profiles. LexisNexis Academic (available from Libraries’ Online Databases and Article Indexes webpage (http://www.unco.edu/library/dbases.htm) – the Business section of this database provides some often forgotten treasures. Company profile searches retrieve information from a broad range of sources including some Hoover’s reports and Standard and Poor’s resources. Mergent (available from Libraries’ Online Databases and Article Indexes webpage (http://www.unco.edu/library/dbases.htm)) – provides access to detailed information for U.S. public companies and for 20,000 non-U.S. companies. Standard & Poor’s Research Insight (available from Michener Libraries’ CD-ROM computers) – access financial data, ratios, and other analysis. Wall Street Journal (available from Libraries’ Online Databases and Article Indexes webpage
(http://www.unco.edu/library/dbases.htm) -- use this ProQuest interface to find articles from 1984-present.
Where can I find general or multipurpose financial or investing resources? Axone Financial Terminology Dictionary (http://www.axone.ch/en/financial_glossary.htm) – includes over 5,000 financial terms in English, German, French and Italian. Bloomberg (http://www.bloomberg.com/) CNN/Money (http://www.cnnfn.com) Encyclopedia of busine$$ and finance HF1001 .E466 2001 International Encyclopedia of the Stock Market HG4551 .I57 1999 Investopedia (http://www.investopedia.com) – find definitions, articles, and other sources of information The Irwin Guide to Using the Wall Street Journal HB3743 .L44 2000 – helpful for interpreting the Wall Street Journal and other financial news sources. Marketwatch (http://www.marketwatch.com) Motley Fool (http://www.fool.com/) National Association of Securities Dealers (http://www.nasd.com) – especially good for regulatory information, but also provides investor information and alerts. Standard & Poor’s (http://www2.standardandpoors.com) – valuable site for credit ratings (requires a free log-in) The Wall Street Journal Guide to Understanding Money & Investing HG4910 .M67 1999 Yahoo Finance (http://finance.yahoo.com)
University of Northern Colorado Libraries, Greeley, CO 80639 Contact: Sarah Naper, 970-351-1533, sarah.naper@unco.edu Business Reference Librarian serving the Kenneth W. Monfort College of Business Updated: 1/29/2007 Access this guide online @: http://www.unco.edu/library/guides/business/invest.pdf