Guide to Investment Resources

| Comparing Facts about Specific Securities | Other Investment Valuation Tools |

Federal Reserve Bulletin.
Location: Robert S. Young Library Periodicals (consult holdings list for locations of specific issues).
Monthly journal addressing issues in international banking, statistics, conferences, legal developments, etc., geared toward understanding the Federal Reserve System.

Standard & Poor's Industry Surveys.
Location: Robert S. Young Library Ref. HC 106.6 S74
Analyses of major companies in 21 areas with basic industry information and problems/opportunities for each.

The Standard and Poor's Outlook.
Location: Robert S. Young Library Ref. HG 4501 .O88
Current stock market trends and specific investment advice on individual stocks, as well as recommendations for several investment strategies.

Value Line Investment Survey
Location: Robert S. Young Library Ref. HG 4501 .V26
Provides snapshots of 1,500+ publicly-traded corporations, including prices, timeliness, risk, betas, earnings/dividend estimates for stocks and industries. Includes background and history as well as statistics. Separate volume, Selections and Opinion, provides forecasts, analyses and recommendations.

Comparing Basic Facts about Specific Securities

| Stocks | Bonds | Mutual Funds | Corporate Financial Statements |

Stocks

Daily Stock Price Record.
Location: Robert S. Young Library Ref. HG 4915 .S66
Quarterly price and history information for NYSE, ASE, and NASDAQ stocks, as well as mutual funds and NASDAQ banks, insurance and industrial entities. Also, high/low for stocks and bid/ask for non-traded securities.

Mergent's Handbook of Common Stocks.
Location: Robert S. Young Library Ref. HG 4501 .M59
Quarterly overview of 900+ publicly-traded companies, including 10-year statistical summary, forecasts and recent events.

Standard & Poor's Security Owner's Stock Guide
Location: Robert S. Young Library Ref. HG 4915 .S67
Monthly detailed statistical summary of over 5,000 common and preferred stocks from NYSE, ASE and NASDAQ. Section for mutual funds. Designed for comparative purposes.

Standard & Poor's Stock Market Encyclopedia
Location: Robert S. Young Library Ref. HG 4905 .S441
Quarterly volume which includes a wide selection of actively traded stocks which represents a cross section of U.S. Industry.

Standard & Poor's Stock Reports:
Location: Robert S. Young Library Ref. HG 4907 .S72
New York Stock Exchange; American Stock Exchange; and Nasdaq Stock Market and Regional Exchange
Three volume set, updated monthly, includes price, range, seven-year high/low, P/E ratios, dividend, and earnings. Operations and financial information are provided as well.

World Stock Exchange Fact Book
Location: Robert S. Young Library Ref. HG 4551 .W67
Includes historical statistical data from over 45 stock exchanges including settlement details, commissions, taxes, investor protection, regulations and listing of disclosure requirements.

Bonds

Mergent Bond Record.
Location: Robert S. Young Library Ref. HG 4905 .M78
Information on corporate, municipal, and government bonds, as well as commercial paper and preferred stock, with Moody's rating for each.

Standard & Poor's Bond Guide
Location: Robert S. Young Library Ref. HG 4905 .S435
Monthly statistics on almost 6,000 bonds, including some foreign bonds, with the S&P rating given for each. Includes new offerings, recent issues and bond index.

Mutual Funds

Morningstar Mutual Funds.
Location: Robert S. Young Library Ref. HG 4530 .M8
In-depth data and analysis of financial information on mutual funds relative to investment goals.

 

Corporate Financial Statements

Primary Documents

Documents filed by publicly-traded corporations with the Securities and Exchange Commission.

EDGAR Database of Corporate Information.
Complete SEC filings (10K, 10Q, etc.) for all domestic companies, and some international entities.

 

Secondary Documents

Mergent Online.
Location: WCSU Library's Homepage, Reference/Statistical Databases.
Financial and background information, income statements, balance sheets, cash flow, long term debt and SEC documents on over 15,000 U.S. public corporations. Also detailed and comprehensive collection of 17,000 non-U.S. public companies. Formerly Moody's Manuals.

Standard Corporation Records
Location: Robert S. Young Library Ref. HG 4501 .S76635
Six volume set containing comprehensive data of almost 10,000 important corporations. The Daily News Section includes news-making events for over 12,000 corporations.

Worldscope.
Location: Available from the WCSU Library's Homepage, Journal/Magazine/Newspapers Databases, OCLC FirstSearch Databases.
Basic financial information including annual reports, disclosure statements, key ratios, etc. on public companies worldwide searchable by keyword or company name.

 

Other Investment Valuation Tools

The International Guide to Securities Market Indices
Location: Robert S. Young Library Ref. HG 4636 .S52
Information and descriptive profiles as well as historical performance data on 400 leading securities market indices.

The Money Market Directory of Pension Funds and their Investment Managers
Location: Robert S. Young Library Ref. HG 4509 .M65
Comprehensive listing of the pension fund marketplace.

Standard & Poor's CreditWeek
Location: Robert S. Young Library Ref. HG 4501 .S7662
Analysis of ratings, trends and forecasts for securities highlighted via credit forum, credit watch and credit analysis sections.

Standard & Poor's Dividend Record
Location: Robert S. Young Library Ref. HG 4908 .S77
Comprehensive information on over 10,000 common/preferred stocks, and income bonds.

Standard & Poor's Statistical Service - Current Statistics
Location: Robert S. Young Library Ref. HC 101 .S74a
Issued in two parts: monthly current statistics and basic historical statistical information. Monthly information includes CPI, PPI, earnings by industry and productivity by industry. Basic statistics are aggregated by industry, with some information cumulated for over twenty years.

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