Transcript Library Sources for FIN 312: Investments

Library Sources for FIN 312: Investments
Colleen D. Anderson, Reference Librarian
Business & Economics Specialist
Douglas & Judith Krupp Library
Fall 2009
Table of Contents
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The Markets
Stocks
Index Funds
Bonds
Mutual Funds
Commodities, Options, and Futures
“Best of the Web” finance sites
Resources Available in the C.V. Starr Financial Markets Center (FMC)
The Financial Markets Center, located on the second floor of the Bello Center, is managed by the
Finance Department and has its own unique schedule of operation. Open hours are posted
on the FMC doors.
Products housed in the FMC include:
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Bloomberg
…a unique terminal providing access to Bloomberg services through which users can access
and monitor data, analytics, and news.
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Factset
…a financial data and analytics product for portfolio management.
The Markets
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The NYSE Euronext
http://www.nyse.com/
…current market activity is presented on the right side of the page.
To obtain historical stock data, click on Investor Relations, Stock
Information, and then Charts, Historical Data & Calculators on the left
blue menu.
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The NASDAQ
http://www.nasdaq.com/
…the world’s largest U.S. electronic stock market. The National
Association of Securities Dealers Automated Quotation System is the
world’s largest U.S. electronic stock market. Click on the Market Activity
tab to view current market movements.
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The American Stock Exchange (the AMEX)
http://www.amex.com/
…as of January 2009, Amex has become part of NYSE Euronext.
Long-Term Market Performance
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Stocks, Bonds, Bills, and Inflation. 2008Yearbook
(library first level REF HG4915 .I21x)
…a history of returns on the capital markets from 1926 to present.
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Standard & Poor’s Statistical Service: Security Price Index Record
(library reference backfile HG4915 .S68a)
…historical data on daily, weekly, and monthly indexes and averages for the S&P.
See also: S&P 500 Data & Overview from the S&P website.
Stocks…Analysts Opinions
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Mergent Horizon
http://www.mergenthorizon.com/rp/xa/
…get detailed information on companies and industries/sectors. Includes
segment financials, earnings estimates and history, price history and more.
Mergent Horizon is a subscription product available only to Bryant students
and faculty.
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Standard & Poor’s Stock Reports on S&P NetAdvantage
http://0-www.netadvantage.standardandpoors.com.helin.uri.edu/NASApp/NetAdvantage/Companies.do
…click on the Companies tab and select Stock Reports from the 1st drop
down box.
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Value Line Investment Survey
http://0-www.valueline.com.helin.uri.edu/secure/vlispdf/stk1700/index.aspx
…select Lookup Company from the left bar menu to search for a company
by name or ticker symbol and view the Value Line report.
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Wall Street Journal’s Markets Data Center
http://WSJMarkets.com
Click on U.S. Stocks and look for the section labeled Analysts’ Ratings
Changes to get upgrades and downgrades on stocks.
Stocks…Performance Ratios
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Mergent Online
http://0-www.mergentonline.com.helin.uri.edu/compsearch.asp
…run a company search and click on the retrieved underlined company name.
Select the company financials tab and then ratios to access profitability ratios.
Ask a reference librarian to find out how to run a peer ratio analysis using
Mergent Online.
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Hoover’s Academic
http://premium.hoovers.com/subscribe/
…search under companies to access a particular company. Click on your
retrieved company name to view a left menu bar. Under financial data select
comparison data to display profitability and valuation ratios for your company,
its industry and market. (click on market data for more stock information,
including 12,36, and 60 month EPS and dividend growth).
Stocks…Historical Prices
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Yahoo! Finance
http://finance.yahoo.com/
…type the ticker symbol for your stock in the get quotes box and then click on go.
Select historical prices from the quotes option on the left bar menu.
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Big Charts from MarketWatch.com
http://bigcharts.marketwatch.com/historical/
…type in the symbol for your stock of interest and then a date for which you
would like to see a security’s exact closing price. You will be able to view a
quote and mini chart for that security.
Stocks…Dividends
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Standard & Poor’s NetAdvantage
http://0-www.netadvantage.standardandpoors.com.helin.uri.edu/NASApp/NetAdvantage/Companies.do
…select the companies tab from the top to search for and display your company
record. Select dividends & stock splits from the left bar menu.
Index Funds
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Definition of Index Funds from the SEC
http://www.sec.gov/answers/indexf.htm
The U.S. Securities & Exchange Commission definition of index funds with links
to more information on the topic.
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About Index Funds
http://mutualfunds.about.com/od/activevspassivefunds/a/Index_Funds.htm
…all about index funds from About.com.
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The S&P 500 Index Fund from Motley Fool
http://www.fool.com/mutualfunds/indexfunds/indexfunds01.htm?source=LN
…the “fools” explain the logic behind investing in index funds.
Bonds
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Mergent Online
http://0-www.mergentonline.com.helin.uri.edu/compsearch.asp
…search your company by name or ticker and then click on the retrieved company
name. Select the Long-Term Debt tab to view the company’s debt, including
ratings.
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BondsOnline.com
http://www.bondsonline.com/
…access to and coverage of over 3.5 million stocks, bonds, indexes and other
securities. Market data is provided by Reuters and Interactive Data.
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Investing in Bonds.com
http://www.investinginbonds.com/
…a complete education in bonds from the Securities Industry and Financial
Markets Association (SIFMA). Includes information on bond basics, types of
bonds, and buying and selling bonds. Data is available on the municipal,
government, corporate, and MBS/ABS markets.
Bonds
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TreasuryDirect.gov
http://www.treasurydirect.gov/
…the main source of information on municipal, corporate, and treasury bonds.
The municipal and corporate sections have a searchable, browesable, and sortable
report of daily transactions. A bond glossary is included with substantial
introductory information for the novice investor.
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Standard & Poor’s Bond Reports
http://0-www.netadvantage.standardandpoors.com.helin.uri.edu/NASApp/NetAdvantage/Companies.do
…select Companies and then select Bond Reports from the Resources drop down
box. Type in the ticker symbol for your company and then click on go to obtain
the yield to maturity, current yield and more information on your selected bond.
Mutual Funds
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Invest Wisely: An Introduction to Mutual Funds
http://www.sec.gov/investor/pubs/inwsmf.htm
…an introductory guide from the SEC that explains the basics of mutual fund
investing; e.g., how funds work, what factors to consider before investing, and
how to avoid common pitfalls.
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Value Line Mutual Fund Survey
http://0-www.valueline.com.helin.uri.edu/secure/vlmfpdf/index.aspx
…each monthly fund report reviews approximately 200 funds and provides the
investment objective, overall rank, risk rank, and 5-year return for the fund. A
separate performance and index provides NAV for each fund and the 5 year
growth persistence.
Mutual Funds
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Morningstar Mutual Funds
http://0-library.morningstar.com.helin.uri.edu/?CustId=&CLogin=&CType=&CName=
...perhaps the most respected mutual fund advisory service. Profiles consist of a
description of the type of fund and a written analysis on it, and other essential
information for making an informed investment decision.
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Fidelity Mutual Funds
http://personal.fidelity.com/products/funds/funds_frame.shtml.cvsr
…view research from Fidelity, including a fund evaluator, fund facts, a section
for comparing funds, and related links.
Commodities, Futures, and Options
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Commodity Futures Trading Commission (CFTC)
http://www.cftc.gov/
…site of the CFTC, an independent agency created in 1974 to regulate the commodity
futures and options markets in the United States. This site includes a glossary, FAQs,
exchanges & products, and laws & regulations.
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The Chicago Mercantile Exchange (CME)
http://www.cme.com/
…founded in 1898, the CME is the largest futures exchange in the U.S. CME products
include: interest rates, equities, foreign exchange, agricultural commodities, and
alternative investments. This site includes an education center.
Commodities, Futures, and Options
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The CRB Commodity Yearbook
(REF HF1041 .C56)
…a compendium of data on the commodity industry compiled by the
Commodity Research Bureau, the premier organization for the industry.
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Chicago Board Options Exchange
http://www.cboe.com/
…the first options exchange. The CBOE page includes quotes, data, trading
tools, a learning center and more.
“Best of the Web” Finance Sites
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Bloomberg.com
http://www.bloomberg.com
…enter a ticker symbol and click on the green button for quotes, charts, and/or news on a
stock or bond.
Google Finance
http://finance.google.com
…type in a ticker symbol to get a quote, beta, P/E ratio, and a full page summary on your
stock.
MarketWatch.com
http://www.marketwatch.com/?avatar=seen&dist=ctmw
…winner of the EPAY award for best business site. This site covers economic and business
news and commentary, the markets, mutual funds and ETFs, personal finance and more. The
site also includes a Tools & Research section that includes a Stock Screener. Sign up for a
free member account.
Yahoo Finance.com
http://finance.yahoo.com
…market information, top financial news, stock research tools, an excellent industry research
center, and much more.
Need Help? Librarians Have Answers!
Contact Colleen Anderson
Business & Economics Subject Specialist
[email protected]
Phone: 401-232-6299
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Email a Reference Question
[email protected]
Text a Librarian at 401.595.7306
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Fall 2009