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Investment & Analysis Instruments Resources

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Page index::
- Analytical publications - Company finances - Securities regulators - Securities data - Securities exchanges - Terminology -
- (Bottom of page) - Brief Business Glossary (popup window) -

Item	Availability	Notes
Analytical Publications :
Bankruptcies; SDC Platinum   via Thomson Financial Use on selected computers in the ERC, 2nd Floor, Green Library	1980 - 1988, limited; 1988 - present, full	Based on SEC documents, bankruptcy court filings, reorganization plans, and news sources, provides data searchable by various factors, from company name to creditors, securities, financial profile, etc.  Includes U.S. companies with assets of $1million (1980-88) or, after 1988, public with $10 million or private with $50 million in assets. Available through computers near windows in ERC (Green Library, 2nd floor).
Business and Company Resource Center via GaleNet	1980-date	Indexes 1000+ scholarly and trade journals, popular magazines, and newspapers in business and industry. Also includes company profiles, company brand information, rankings, investment reports, company histories, and more.
EIU (Economist Intelligence Unit) via EIU	1996 - current	In addition to analysis and forecasts of the political, economic and business environment for selected countries and how to transact business in most countries, includes Country Finance.
Investext Plus via Galenet	Current 3 years	Provides hundreds of investment house reports on companies and industries.
Investopedia via Investopedia, Inc.	Check url date	More than just a dictionary or encyclopedia, this site offers tutorials and free software on investing, as well as for-pay information and links..
Standard & Poor's NetAdvantage via Standard & Poor's NetAdvantage	Dates vary	Full text of 12 Standard & Poor's investment publications covering managment, corporation data, industry data, mutual funds, and investment analysis.
Value Line Investment Survey via ValueLine	Current quarter	Contains investment reports on companies and industries, with evaluations and recommendations.  Each industry and the component companies are analyzed once a quarter, although many of the auxiliary tables are updated for each company weekly.
Value Line Investment Survey UP REF MIC HG4501 .V26 via ValueLine	1969 - 1979 (film)  1980 - last quarter (fiche)	Contains investment reports on companies and industries, with evaluations and recommendations.  Each industry and the component companies are analyzed once a quarter, although many of the auxiliary tables are updated for each company weekly.
Wall Street Journal via ProQuest	1986-present	Contains citations, abstracts, and full-text articles from the Wall Street Journal.  Older issues in Documents microforms area and at Wall Street Journal Historical File.
Wall Street Journal Green Library DOC MIC via Dow Jones	July, 1889 - Feb., 2001 Jan., 1958 - current at  BBC	Contains the Wall Street Journal completely, including stock quotes.
The Wall Street Transcript via TWST: The Wall Street Transcript	July, 1997-date	Provides transcripts of investment-related roundtables and CEO presentations to investment groups.
Worldwide Mergers & Acquisitions via SDC Platinum*	US: 1979-present Intl: 1985-present	An analytical database covering both public and private transactions involving at least 5% of the company value (prior to 1993, value must => $1mm.)  Transactions include, mergers, acquistions, LBOs, stake purchases, tender offers, stock swaps, privatizations, spinoffs, etc.  Searchable data includes over 1,400 data elements.    *Available ONLY through computers near windows in ERC.*, second floor, Green Library.  This is a CD database run on the Library's LAN.
CreditWeek Green Library BUS HG4923.S74 via Standard & Poor's	1972 - current, weekly	A weekly analysis of various investment concerns, including investment recommendations/warnings in their "Credit Watch" section.  Also rates government debt (and currency) for many countries (at the country's request.) Previous titles include S&P Bond Outlook (1972) and Fixed Income Investor (1973 - Oct., 1981.)
Directory of Investment Research UP REF HG4907.N43 via Nelson Information	2004	An international directory of investment research firms and analysts, with indexes by company, geographic locations, and industry.
Financial Forecast Center via Ineatideas	(check url date)	A source of basic statistics and forecasts.
Company Finances :
Business and Company Resource Center via GaleNet	1980-date	Indexes 1000+ scholarly and trade journals, popular magazines, and newspapers in business and industry. Also includes company profiles, company brand information, rankings, investment reports, company histories, and more.
Encyclopedia of Business and Finance   via Gale Virtual Reference page	2007	"Designed for the nonspecialist, the Encyclopedia of Business and Finance is a 2-vol. complete reference covering five general areas:  finance and banking; accounting; marketing; management; and information systems.  Drawing on practical professional expertise as well as that of noted scholars, the contributors include executives, government administrators and scholars from leading business programs from around the United States."        [caaiac]
LiveEDGAR via Thomson Wests/GSI	Current	A comprehensive collection of content that ranges from a listing of SEC filings dating back to 1967 (including all EDGAR filings), Annual Reports to Shareholders from 33,00 companies in 115 countries, complete SEDAR filings (Canada), and No-Action letters as early as 1971.  Also has information on mergers & acquisitions, registrations, and prospectuses since 1996.  Additional libraries include a comprehensive SEC library as well as a company news, quotes, & financials database.
Mergent Online via Mergent Online	1994-present	Corporate reports on 20,000+ U.S. & international corporations plus financial search engine.
Mergent Industry Review Green Library BUS HG4961.M66 via Mergent	2002 - Current	This semi-annual publication gives comparative data, rankings, and growth rates of American companies within their industries.  Includes an alphabetical index by company in the front.
EDGAR via U.S. Securities & Exchange Commission	(check url date)	Provides access to financial reports required from U.S. publicly traded companies.  The 10K (annual report to the SEC) is the main form for most financial data.
Securities Regulators:
EDGAR via U.S. Securities & Exchange Commission	(check url date)	Provides access to financial reports required from U.S. publicly traded companies.  The 10K (annual report to the SEC) is the main form for most financial data.
US Securities and Exchange Commission via U.S. Securities & Exchange Commission	(check url date)	The U.S. government regulatory agency for publicly offered securities and related investments.
Securities Data:
Securities Industry and Financial Markets Association via SIFMA	(check url date)	Includes the former SIA (Securities Industry Association) page, which includes many free services such as ticker lookup, delayed quotes, and a link to the Stock Market Game.  This site also includes the Bond Markets page, with many pieces of information available there.  Moving from page to page of the website is available via tabs at the top of the page.
Standard & Poor's NetAdvantage via Standard & Poor's NetAdvantage	Dates vary	Full text of 12 Standard & Poor's investment publications covering managment, corporation data, industry data, mutual funds, and investment analysis.
Worldwide Mergers & Acquisitions via SDC Platinum*	US: 1979-present Intl: 1985-present	An analytical database covering the data on both public and private transactions involving at least 5% of the company value (prior to 1993, value must => $1mm.)  Transactions include, mergers, acquistions, LBOs, stake purchases, tender offers, stock swaps, privatizations, spinoffs, etc.  Searchable data includes over 1,400 data elements.    *Available ONLY through computers near windows in ERC.*, second floor, Green Library.  This is a CD database run on the Library's LAN.
Commodity Year Book/   CRB Commodity Yearbook Green Library REF HF1041.C56 via Commodity Research Bureau	1970 - current	This annual begins with a description of commodity markets and statistics reflecting commodity trading in the U.S. and worldwide.  Following that introductory material, there are sections on each commodity which include a narrative description of the market and various statistics which may include (but vary) world production, price, and volume of trades.
Daily Stock Price Record:  American Stock Exchange Green Library BUS HG4915.S66 via Standard & Poor's	Jan., 1973 - current	Contains the volume traded and the high, low, and closing prices for each day for each stock traded.  For each stock, earnings, dividends, and short interest are listed.
Daily Stock Price Record:  New York Stock Exchange Green Library BUS HG4915.S664 via Standard & Poor's	Jan., 1973 - current	Contains the volume traded and the high, low, and closing prices for each day for each stock traded.  For each stock, earnings, dividends, and short interest are listed.
Daily Stock Price Record:  NASDAQ Stock Market, Inc. Green Library BUS HG4915.S665 via Standard & Poor's	Jan., 1973 - current	Contains the volume traded and the high, low, and closing prices for each day for each stock traded.  For mutual funds, includes aks & bid prices daily.  For each security, earnings, dividends, and short interest are listed.
Mergent Bond Record. Green Library BUS HG4905.M78 via Mergent	Jan., 1978 - current	Formerly published by Moodys, this monthly "covers fixed-income issues in detail, affording the user at a glance the essential facts relating to market position and statistical background."
Mergent Annual Bond Record. Green Library BUS HG4651.M6 via Mergent	1990 - current	Formerly published by Moodys, this annual serves as "a history of...corporate and municipal bond rating activity" using the Moody's rating service.
Mergent Dividend Record. Green Library BUS HG4908.M6 via Mergent	1975 - current	Formerly published by Moodys, this annual lists the dividends paid by stocks and mutual funds over the past year.
Statistical Service Green Library DESK HC106.7.S75 via S&P	1980 - Current (publication dates)	A continuously updated service with biennial compilations (Security Price Index Record.)  In addition to including data on the S&P 500, industrials, transportation, utilities and financial indexes (and the composite companies), this publication includes daily data on stocks of many much more specific industries, as well as municipal and U.S. government bond yield and prices.  Also includes quarterly earnings, dividends, and p/e ratios for the industrial, transportation, utilities, financial, and composite indexes, back to 1926.
Bridge/CRB Economagic via CRB	(check url date)	Includes time series of commodities futures, as well as other series of macroeconomic data from the U.S..
Securities Exchanges Sites:      Africa - Asia - Australia - Europe - North America (Canada - United States)
FCS Internet Gateway: Financial Links via Franklin Communication Services	(check url date)	Provides links many exchanges around the world, as well as other financial & security data.
African Securities Exchanges Sites:
Johannesburg Stock Exchange via JSE	(check url date)	Provides various information about stocks & companies listed on the JSE in Johannesburg, South Africa, as well as information about investing, in general.
Asian Securities Exchanges Sites:
Hong Kong Exchange via HKEx	(check url date)	Provides various information about stocks & companies listed on the HKEx in Hong Kong, China.  Available in English, traditional Chinese, and simplified Chinese.  Includes link (popup window) to the Chinese Stock Market Web (the stock exchanges in Hong Kong, Shanghai, and Shenzhen.)
The Stock Exchange of Thailand via Stock Exchange of Thailand	(check url date)	Provides various information about stocks and companies listed on the Stock Exchange of Thailand.  Available in English and Thai.  Includes a link (popup window) to the FTSE/ASEAN index of 5 southeastern Asia stock exchanges.
Tokyo Stock Exchange via TSE	(check url date)	Provides various information about stocks, companies, and futures listed on the Tokyo Stock Exchange.  Available in English and Japanese.
Australian Securities Exchanges Sites:
Australian Securities Exchange via ASX	(check url date)	The ASX operates the Australian Stock Exchange and the Sydney Futures Exchange, proving information through this site on the companies, stocks, and other investments available through these exchanges.  The site offers a number of free online courses in investing and trading securities.
European Securities Exchanges Sites:
Euronext via Euronext.com	(check url date)	"Euronext is the first genuinely cross-border exchange. It provides international services for regulated Cash Markets and Derivative Markets in Belgium, France, the Uk (derivatives), the Netherlands and Portugal."  Available in English, Dutch, French, and Portuguese.  Includes glossary.
Deutsche Börse Group via Deutsche Börse Group	(check url date)	The Deutsche Börse Group offers trading in stocks and other investment tools, with offices in several countries, including the U.S.  It operates the Frankfurt Stock Exchange (FWB® Frankfurter Wertpapierbörse ).  Available in English and German.
OMX: The Nordic Exchange via OMX	(check url date)	Site for the Nordic Exchange, with tabbed links to the Nordic Market, Baltic Market, and First North.  Available in English, Danish, Finnish, and Swedish.  Includes market data as well as information and data about companies and their traded shares.
North American Securities Exchanges Sites:
Canadian Securities Exchanges Sites:
Toronto Stock Exchange (TSX) via Investcom	(check url date)	Provides information about the companies, stocks, and prices on the Toronto Stock Exchange.  Includes links to the TSX Ventures (options), Montreal Stock Exchange and Nasdaq Canada, among others.
Bourse de Montréal/ Montréal Exchange via Montréal Exchange	(check url date)	Data is provided for the options and futures market.  Includes a link to the Canadian Derivatives Clearing Corporation.  Available in English and French.
United States Securities Exchanges Sites:
The American Stock Exchange via ASE	(check url date)	Provides various information about stocks & companies listed on the ASE, as well as option, funds, and equities.  Includes a link to an extensive investment dictionary in a popup window.  This site uses frames, which makes linking to a particular page problematic.
Futures and Options at the Chicago Mercantile Exchange via CME	(check url date)	Provides information about the futures and options traded on the CME.  Their "Education Center" provides options for leaning about trading in options and futures.
The NASDAQ Stock Market Home Page via NASDAQ	(check url date)	Provides information on the stocks and funds listed on the NASDAQ exchange.  This site provides immense amounts of information, including a section of "Investor's tools."
The NYSE Group via NYSE	(check url date)	Provides information on the stocks and companies listed on the New York Stock Exchange and the Pacific Exchange, both of which are operated by NYSE Group.  Investment education pages are under "About NYSE Group" drop-down box.
Terminology:                      (Brief Business Glossary in popup window)
The Encyclopedia of Technical Market Indicators UP REF HG4915.C56 2003 by Robert W. Colby; publ. by McGraw-Hill	2nd edition, 2003	An encyclopedia of methods to evaluate stock, commodity, and options trading, including historical and general terms used.  Includes charts and graphs in many articles.  Index.
Glossary of Insurance and Financial Planning Terms via University of Calgary	Check url date	By Norma Nielson, Chairholder in Insurance and Risk Management within the Faculty of Management at the University of Calgary.
Glossary of Selected Financial Terms via IMF	Check url date	A glossary of finance terms as defined by the International Monetary Fund.
Investopedia via Investopedia, Inc.	Check url date	More than just a dictionary or encyclopedia, this site offers tutorials and free software on investing, as well as for-pay information and links..

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This page created and maintained by Steve Morris, Business & Legal Research Specialist, Reference & Instructional Services Dept. Steven and Dorothea Green Library Florida International University Miami, Florida 33199		BIC:  Investment & Analysis Instruments Resources   URL:  www.fiu.edu/~morriss/bic/busctrinvest.html Content & Links Last Updated :       May 5, 2008

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