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FINA-32100-Security Analysis and Portfolio Management

Company/Industry Event News & Ideas
SEC Documents & Analysis
Company & Industry Analysis
  • 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.
Blogs
  • 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.