FINA-32100-Security Analysis and Portfolio Management
- Merger & Acquistion News from Yahoo
- IPO (Initial Public Offerings) News from Yahoo
- Investment Ideas from Yahoo
- Yahoo Industry Center-news about various industries. Searchable by industry
- SEC/IDEA -formerly SEC Edgar-searchable database of all SEC filings.
- SEC Info-reformatted SEC filings. More user friendly.
- SEC Filings announcements from Yahoo
- Business Journalism.org-combination of web & audio files on a variety of topics such as: S.E.C. filings, Financial Statements, use & interpretation of numbers and the Economy.
- Morningstar -Stock and mutual fund research resource. Gives independent analysis and recommendations. Screening capability.
- Value Line Investment Survey -covers about 2000 companies and 100 industries. Each are updated quarterly. Rankings of industries and upgrade/downgrades of companies done weekly.
- Business & Company Resource Center -Includes company profiles, brand information, rankings, investment reports, company histories, chronologies and periodicals. Search this database to find detailed company and industry news and information. Coverage is from 1980 to the present.
- ABI/Inform Databases-covers a wide variety of news & industry sources including the Wall Street Journal
- LexisNexis Academic-Full-text access to continuously updated news, law, and business information. Highlights: News: newswires, transcripts, regional, national/international news. Business: company profiles, news, analyst reports and SEC filings. Screening capability as well as listings of a company's competitors.
- StockVal-accessible from computers in the library. Go to Start, Programs to find StockVal. Log In. You must get user name and passwords from the School of Business
- Standard & Poor's Industry Survey-Coverage of major industries in the U.S.,quarterly. Statistics, suggested sources, overviews including trends, major players, regulatory issues, etc. Supplemented by Monthly Investment Review. Latest two years in REFERENCE. Older editions in stacks. REF HC106.6 S74 . Good starting point to learn what to look at for a specific industry when doing analysis.
- Wall Street Journal MarketBeat Blog-Wall Street Journal's look at the financial markets.
- Wall Street Journal Real Time Economics Blog-Coverage throughout the day of major developments in the economy. Follows the Federal Reserve, Treasury and other government policy makers. Also covers global economics.
- StockBlogs.com -The purpose here is to compile some of the most interesting, provocative, relevant, and useful blogs for investors into a directory. Different categories such as general market, technical analysis, fundamental analysis, options, contrarian investing, etc.
Jim Bondra
Business Librarian
Tel: (607) 274-1962
- Using SEC documents_9-08-10.ppt

- How to Find SIC or NAICS Codes

- Sources for Finding Ratios
- How to Find Companies with Similar SIC or NAICS Codes

- How to Find the SIC or NAICS Codes for a Company

- Using Morningstar to Screen for Mutual Funds (short video)
- Finding the S.I.C. Code Describing an Industry by number or text. (video)
- Finding the N.A.I.C.S. Code Describing an Industry by number or text (video)
- Using LexisNexis Academic to Find the Primary and Secondary Codes for a Company (video)
- Finding Companies with the same Primary S.I.C. code using LexisNexis(video)
- How do I get company or industry ratios using StockVal?
- Insider trades by Officers and Directors.
- International banks and statistical agencies.
- My professor has asked me to find the estimated earnings per share for a list of companies. Where do I go?
- Where can I find industry financial ratio information?
- Where can I find spot market prices for commodities, securities, and currencies?
- Where can I find the annual and quarterly documents that companies need to file with the Securities and Exchange Commission?
- Where can I find various Corporate Social Responsibility or Sustainability Reports or links?
- Where can I find various Interest rates such as t-bills, prime rate, bonds, treasuries, etc.
- Where can I locate analyst reports for an individual company?