Subject Research Guides   University of West Florida Libraries

Investment Research

Background Sources Company Stock Analysis International Securities Bonds

Mutual Funds Stock Exchanges Regulations

 

Background Sources

Dictionary of Investing. 1993. (Ref. HG 4513 R67)

This source defines technology, regulations, legislation, financial instruments as well as other terms relating to the field of investment. See also Investor Words  http://www.investorwords.com,  Wall Street Executive Library  http://www.executivelibrary.com.

Handbook of United States Economic and Financial Indicators. 2000. (Ref. HC 106.8 O47)

This book answers questions about the makeup, purposes, use and availability of economic indicators as well as frequency of issue, publications where they may be found and a characterization of its use. See also the Encyclopedia of Technical Market Indicators (Ref. HG 4915 C56 2003) which gives further definitions and examples of decision making criteria for investors.

Irwin Guide to Using the Wall Street Journal. 2000. (HB 3743 L44 2000)

An overview of the economy, historical and current, which describes business, investment and economic concepts and terms and shows how to relate them to current information and news.

International Encyclopedia of the Stock Market. 1999. (Ref. HG 4551 I57)

Includes an A-Z arrangement of essays defining terms, events and places relating to stock markets of all countries

Plunkett's On-line Trading Finance & Investment Web Sites Almanac. 2000. (Ref. HF 54.56 P588) and netLibrary

Provides guidance to using the Internet for investment services

Wall Street Words. 1997.(Ref. HG 4513 S37)

"An essential A to Z guide for today's investor"

Company Stock Analysis

Directory of Obsolete Securities. 1991. (Ref. HG 4961 D56)

Useful source in identifying securities that no longer exist due to mergers, name changes, reorganizations or closures. See also Mergent Company Archives Manual (Ref. HG 4028 M4 M43 2001) which contains the final statistical record of over 2700 companies, and Mergent...Company Archives Supplement (Ref. HG 4028 M4 M431).

Disclosure. Monthly.

[Factiva,  Lexis Nexis Academic Universe]

Full text financial and other corporate information extracted from SEC reports and corporate sources on roughly 12,000 public companies whose securities are traded in the U.S. stock market.

Factiva

This database, formerly known as Dow Jones, is available in the UWF library. It offers full financial data as well as the ability to compare companies with other companies and industries. The Company Quick Search feature can be used to get to financial information.

Hoovers' Handbooks... (various locations in UWF Reference shelves)

[ProQuest,  Lexis-Nexis Academic Universe,  http://www.hoovers.com]

The handbooks offer convenient overview type data for each company. The Hoover internet sites allow the user to search by several variable to locate specific securities to match the requirements of the search.

Mergent Online

This database includes up to ten years of company stock data that can be customized and downloaded to spreadsheets.

Mergent's Dividend Achievers. Annual. (Ref. HG 4050 M66)

The 2002 edition identifies and profiles 282 companies that have increased their cash dividends for at least 10 consecutive years ending in 2001.

Moody's (Mergent) Manuals on Microfiche. 1909-present. (Ref. Microfiche 1st Floor)

This microfiche collection is retained in the UWF Library for historical information and statistics for thousands of companies, utilities, municipalities and governments in the U.S. and around the world. The series includes Bank and Finance, Dividend Record, Industry Review, International News Reports, Municipal and Government, Transportation, and OTC Industrial. For current information, see  Mergent Online.

NetAdvantage

This online service includes all stock publications from Standard & Poor such as: Bond Guide, Corporation Records, Dividend Record, Earnings Guide, Industry Surveys, The Outlook, Register of Corporations, Directors and Executives, Stock Guide, and Stock Reports. The Bond Guide (Ref. HG 4921 B6) and the Stock Guide (Ref. HG 4921 S8) are retained in Reference.

Value Line Investment Survey. (Ref. Desk HG 4501 V26) & Emerald Coast Library, and  ValueLine

This popular investment service provides statistics on 1700 companies and nearly 100 industries. Reports include ten years of statistical data as well as 3-5 year future estimates. In the UWF Library, users can access the database by requesting that the Reference Librarian sign them in.

Walker's Manual of Unlisted Stocks. 1996. (Ref. HG 4501 W25)

Provides data on smaller companies in the OTC market. See also Walker's Manual of Penny Stocks (Ref. HG 6042 W34 1999).

Zack's Investment Research

Provides current data for over 9000 publicly held companies

International Securities

Brady Net  http://www.bradynet.com
Emerging Markets Companion  http://www.emgmkts.com
ESPIN  http://www.espin.net
International Encyclopedia of the Stock Market. l999. (Ref. HG 4551 I57)
International Guide to Securities Market Indices. 1996. (Ref. HG 4636 S52) & Emerald Coast Library
Morningstar International Stocks  http://www.morningstar.com/centers/global.html
Pacific Exchange Rate Service  http://pacific.commerce.ubc.ca/xr
Universal Currency Converter  http://www.xe.com/ucc

Bonds

Bond Buyer

[Dialog/File 626,  Factiva]

This newspaper specializes in the fixed-income investment market and is considered to be the authoritative source of information for the municipal bond community in the United States.

Bond Tables of Probable Future Yields. 1996. (Ref. HG 4651 M85)

Contains charts of calculations estimating bond yields. See also Bond Tables of Probable Future Returns (Ref. HG 4936 M87 1997) and Bond Tables of Probable Future Prices (Ref. HG 4651 M85 1997).

Standard & Poor’s Bond Guide. Current. (Ref. HG 4921 B6),  NetAdvantage

Provides descriptive and statistical data on 5900 corporate bonds, 565 convertible bonds, and 280 foreign bonds. Also includes a calendar of new offerings, recent issues registered and the S&P bond yield indexes

Bonds Online  http://www.bondsonline.com
Investing in Bonds  http://www.investinginbonds.com
Market Data:  Rates and Bonds (including National Muni Bond Yield)  http://www.bloomberg.com/markets/rates/index.html
Savings Bond Calculator (Treasury Direct)  http://www.publicdebt.treas.gov/sav/savcalc.htm
U.S. Governmental Bonds GOVPX  http://www.govpx.com
U.S. Savings Bonds Online  http://www.savingsbonds.gov

Mutual Funds

Directory, Mutual Funds, Closed-End Funds, Unit Investment Trust Sponsors. 1999/2000. (Ref. HG 4930 G84)

The directory lists funds by type, sponsor, objectives, and specialties. The alphabetical listing includes addresses. See also the Investment Company Institute listings of member companies  http://www.ici.org/funds/mem/index.html

Handbook for No-Load Fund Investors. 1996. (Ref. HG 4501 H36) & Emerald Coast Library

Covers stocks and bond no-load funds as well as money market funds with performance data and rankings

Individual Investor's Guide to the Top Mutual Funds. 2003. (Ref. HG 4930 I49) & Emerald Coast Library

This edition lists funds with historically superior returns, low loads, and that are directly available from the fund, no intermediary required.

Investment Companies Yearbook, CDA/Wiesenberger. 2001. (Ref. HG 4497 W47)

This compendium covers nearly 4000 investment companies, more than 2400 regular mutual funds, more than 500 money market funds and a variety of variable annuities. Included are explanations of mutual fund and investment company functions and their uses to investors. Data cover background, management policies, and salient features of major companies as well as income and dividend records, price ranges and comparative operating detail.

Mutual Fund Fact Book. Annual. (Ref HG 4530 I53) & Emerald Coast Library,  http://www.ici.org/pdf/factbooks2.html

Covers trends and statistics observed and recorded in the previous year as well as historical data. Discusses history, trends and developments in the industry