Get
general background information
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Downes,
J. & Goodman, J. E. (1995). Dictionary of finance and investment
terms Hauppauge, NY: Barron's Educational Series. (XHG 151.D69
1995)
A
compact yet comprehensive volume containing over 5,000 definitions
covering stocks, bonds, banking, corporate filings, tax laws and
mutual funds, with illustrations plus a list of abbreviations
and acronyms.
Investor
education and assistance (2002). Washington, DC: Securities and
Exchange Commission. Retrieved September 30, 2002, from http://www.sec.gov/investor.html
A
consumer web site created by the Securities and Exchange Commission
that states, "We cannot tell you what investments to make,
but we can tell you how to invest wisely and avoid fraud."
The site includes links to SEC filings via EDGAR, regulatory actions,
a complaint center, information about auditors and analysts, interactive
tools and other investor education sites.
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Find
statistics
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Analyst's
handbook (annual with monthly supplements). New York: Standard
& Poor's. (XHG4905.A66 - Located on the Business Services
shelves; library holds 1996-).
Contains
quarterly data on earnings, prices, P/E ratios, dividends and
yields for composites and industry categories. Period of coverage
for "per share data" varies by industry; balance sheet
and ratio data for the most recent 6 years. Does not cover specific
companies.
Bentley,
L. H. & Kiesl, J. J. (1995). Investment statistics locator.
Phoenix: Oryx Press. XHG 4910.B43 1995.
An
index to over 50 English language sources that regularly report
statistical information on investments (includes database and
CD-ROM information but not web resources).
BigCharts
(1998-2002). San Francisco: MarketWatch.com. Retrieved October 7,
2002 from http://www.bigcharts.com
BigCharts
combines quality graphics with a variety of research tools like
interactive charts, quotes, industry analysis, intraday stock
screeners, as well as market news and commentary.
Standard
and Poor's industry surveys (quarterly). New York: Standard & Poor's Corp. (XHC 106.6.S74 (Current edition in READY REFERENCE;
back issues on Business Services shelves; library holds 1980-).
Synopsis
and analysis of more than 1200 companies in 52 industry sectors
and over 120 sub-industries. Includes price performance, valuation
statistics, investment outlooks, price graphs, and "appreciation
potential" for companies in the "S&P Super 1500."
In-depth analyses of all 52 industries are periodically updated
and include industry trends, key ratios and statistics and how
to analyze companies in a particular industry.
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Find
company information
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The
Annual Reports Library.
(n.d.). Retrieved September 29, 2002 from http://zpub.com/sf/arl/index.html
A
web site that provides links to sources of annual reports, the
SEC's "10-K Wizard," tips for producing annual reports,
educational sites and additional resources.
Business
and Company Resource Center [on-campus]
[help]
Coverage: 1979 - present. Profiles 400,000 companies. Provides company histories,
business articles, industry rankings and analyses for selected public companies.
Hoover's
Company Records[on-campus]
[help]
Coverage: 2002-current. Find in-depth company information on over 5,000 companies
with Hoover's Company Records. Each profile provides an overview and history,
as well as as information on key people, products, subsidiaries and competitors.
Howto:
Organization Research
International directory of company histories (annual). Grant, T. (Ed.). Chicago: St. James Press (XHD 2721 .I63 - Library owns Vols. 1-48; 1988-).
International coverage of over 5,625 companies in 48 volumes. Companies profiled have generally achieved over $25 million in annual sales and are leaders in their industries (Some private and nonprofit companies are also profiled.). Entries include contact and ownership information, number of employees, sales figures, ticker symbols and industry codes, company profile, key competitors and a short bibliography. Each volume includes a cumulative index to companies, industries, and geographic location.
Key Business Ratios
[on-campus]
Description: D&B's Key Business Ratios help you understand the true performance of a company, by benchmarking it against its industry peers. The 14 key business ratios cover all critical areas of business performance—solvency, efficiency and profitability. And, using an individual company's financial statements with Key Business Ratios, you can generate a comparison of a company's own business ratios with the industry.
Time span: Current year.
Mergent
Online [on-campus]
[help]
Coverage: Current. Mergent Online contains the electronic versions of the Mergent
(formerly Moody's) Manuals (Industrial, OTC, Banking and Finance, and International),
covering over 10,000 U.S. companies and thousands for foreign companies. The financial
data for most companies covers 15 years. Industry reports are included.
SEC
Filings & Forms (EDGAR). (2001). Washington, DC: U.S.
Securities and Exchange Commission. Retrieved September 30, 2002
from http://www.sec.gov/edgar.shtml
EDGAR,
the Electronic Data Gathering, Analysis, and Retrieval system
collects and makes available electronically registration statements,
periodic reports, and other forms for companies and others who
are required by law to file forms with the SEC. As of May 6, 1996
all public domestic companies are required to make their filings
on EDGAR (except companies with less than $10 million in assets
and 500 shareholders). Beginning on November 4, 2002 foreign companies
and governments will also be required to file their documents
on EDGAR.
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Specific
types of investment
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STOCKS:
Mergent
dividend achievers (annual). New York, Mergent. (XHG 4050.M66).
( Located on the Business Services shelves; library holds 1991-)
Formerly Moody's handbook of dividend achievers.
This
title provides basic financial information on "282 companies
that have increased their cash dividends annually over at least
the past ten calendar years." Mergent refers to these investment
opportunities as "comfort investments" that "supply
homey, uncomplicated products and anxiety-relieving services."
Numerous charts include rankings by annual growth rate of dividends,
companies with the longest records of consecutive annual dividend
increases, highest and lowest price/earnings ratios and a list
of companies classified by industry.
Standard & Poor's daily stock price record. (quarterly). New York:
Standard & Poor's. (XHG 4915.S66) (Located on the Business
Services shelves; library holds 1985-).
The
daily stock price record is issued in 3 series: The New York
Stock Exchange, American Stock Exchange, and NASDAQ (formerly
OTC); Volume 1 covers Mutual Funds, and Volume 2, Banks, Insurance
and Industrial Stocks). Part I of each series is the "Major
Technical Indicators of the Stock Market," including the
daily averages of the S&P and Dow-Jones composites. Part II
of each series includes daily and weekly action for companies,
including volume, highs, lows, close, dividend information and
short interest information.
Standard
& Poor's stock reports. New York: Standard & Poor's.
(XHG 4905.S... (Located on the Business Services shelves; library
holds 1985-).
Beginning
in 1998 this single volume incorporates the 3 former Stock Report
series: New York Stock Exchange; American Stock Exchange; and
NASDAQ & Regional (formerly OTC) and includes regional and
international exchanges. Reports on more than 3,000 companies,
including (from the "Preface") "key income and
balance sheet items and an analysis of the most recent earnings
report. In addition, the reports provide data on dividends, stock
price ranges, capitalization, management and significant recent
developments. Also a full description of each company's business,
with comments on major product lines, the marketing organization,
research and development efforts and numerous other important
factors."
Value
Line investment survey (weekly). New York: Value Line Publishing.
(XHG 4501.V26 -) (Latest issues in READY REFERENCE; older issues
on Reference shelves and in microfiche).
Online version also available.
Reports
on approximately 1,700 companies in 95 industries. Updated on
a rotating basis with each industry updated quarterly. Part I, "Ratings Reports," provides 15-year stock and financial
information and a 3-5 year outlook. Includes sales, earnings-per-share,
dividends and other information. Rates companies as to financial
strength, stock price predictability, and other factors. Gives
a brief review of recent developments and outlook. Includes betas,
safety ratings, and "timeliness" as an investment. Also
includes short surveys of trends in industry categories. Part
II, "Selection & Opinion," reviews current investment,
financial and economic developments and selected investment prospects.
Index in part I indexes part II as well.
MUTUAL
FUNDS:
Brill
Editorial Services. (1995-2002). Brill's
mutual funds interactive. Retrieved November 3, 2004, from
http://www.brill.com
A
large and well-organized mutual fund site that provides overviews
of fund managers and links to individual fund web sites.
Investment
companies yearbook: Mutual funds, variable annuities, closed-end
funds (annual). Rockville, MD: CDA/Wiesenberger Investment Companies
Service. (XHG 4497.W47 [yr.])
Provides
a general overview of how investment companies and mutual funds
work, how to evaluate a company/fund, and a directory of mutual
funds, variable annuities and closed-end funds including profiles
and performance evaluations. The full-page profiles include portfolio
characteristics, shareholder and administrative information, a
statistical history for up to 12 years, risk-to-reward information,
and a chart of the fund's performance over the period covered.
Morningstar
(2002). Chicago: Morningstar, Inc. Retrieved October 14, 2002, from
http://www.morningstar.com.
An
extensive investment site offering data on stocks as well as mutual
funds. Numerous special features include top portfolio holdings,
"Instant X-Ray" which enables investors to analyze their
holdings, find highs and lows for up to 52 weeks, plus articles,
advice, investment classes and more.
BONDS:
Bureau
of the public debt online (2002). Washington, DC: United
States Department of the Treasury. Retrieved October 17, 2002 from
http://www.publicdebt.treas.gov/bpd/bpdhome.htm
This
Treasury Department web portal for government securities serves
individual and institutional investors. Information on the public
debt of the United States from the present day ("to the penny")
back to 1791, savings bonds, t-bills, notes and bonds, state and
local government securities and access to the online purchase
of government securities. Provides information on the basics of
investing in Treasury securities and resources on the regulation
of securities markets.
Bonds
online (2002). East Lansing, MI: Bondsonline Group, Inc.
Retrieved September 29, 2002, from http://bonds-online.com
This
site provides overviews of bond issues and numerous links to bond
market news and information.
Mergent
bond record: Corporates, convertibles, governments, municipals.
(monthly, with annual cumulations). New York: Mergent FIS. (XHG
4905.M78) (Located on the Business Services
shelves).
Covers
56,000 fixed-income issues. Includes CUSIP number, call price,
interest dates, price range, yield, yield to maturity, and Moody's
rating. Information varies for other types of bonds.
COMMODITIES:
Commodity futures
trading commission. (2002). Chicago: Commodities Futures
Trading Commission. Retrieved October 14, 2002, from http://www.cftc.gov/cftc/cftchome.htm.
The
web site of the Commodity Futures Trading Commission, an independent
government agency that regulates the commodity futures and options
markets in the United States. The site has links to all the domestic
exchanges and includes market analysis, research, and surveillance
information.
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Catalog
USMAI [help]
Books, journals, government documents and other materials in the University System
of Maryland,
including UB. You may search up to six individual locations or the entire system.
Digital
Dissertations (Dissertation Abstracts from Proquest) [on-campus]
Coverage 1861 – present. Indexes U.S., Canadian, British, and other European dissertations
and theses; dissertations abstracted since 1980, theses abstracted since 1988.
A 24 page preview of dissertations published since 1997 is available. The full
text of dissertations may be obtained by clicking the free download button.
NetLibrary
[on-campus]
[help]
Coverage: Varies. A collection of E-texts covering specifically chosen by Maryland
Academic Libraries. Funded by the Maryland Digital Library (MDL).
WorldCat [on-campus]
[help]
Coverage: Varies. International database of collections (including books, journals
, dissertations, documents, and other materials) held by libraries worldwide.
Maryland libraries that own copies of the items display at the top of the list
of libraries so you can easily determine if local libraries own the material needed.
Records of any type of material cataloged by OCLC member libraries. Includes manuscripts
written as early as the 12th century.
You can call 410-837-4274 when the Library is open, email langref@ubalt.edu or chat at http://langsdale.ubalt.edu/info_services/contact.htm
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