Business Librarian: Steve Cramer
smcramer@uncg.edu
336-256-0346
AIM & Google Talk: stevebizlib
Text me: send a message to 265010 & start the message with stevebizlib.
- Covers stocks, bonds, and mutual funds.
- Provides a screeners, market snapshots, commentary, and lists of top stocks and funds, and the S&P indexes.
- More info
Morningstar Investment Research Center
- (This link is for the library subscription database with full Morningstar stock and mutual fund content, not the free web site with its limited information.)
- Provide analysis reports, ratings, and forecasts.
- An investment database for stocks and mutual funds.
- Provides screeners, Morningstar Analyst Reports, the portfolio x-ray, and education tools.
- More info
Morningstar Portfolio X-Ray
- Morningstar provides a "Portfolio X-Ray" to help you analyze your proposed portfolio
- With your team, enter your tickers, choose an allocation, and then answer the portfolio questions on the library handout.
Yahoo Finance provides historical prices as a table (not just a chart), which can be downloaded into Excel.
Google Finance, Marketwatch, etc. are also useful stock research tools, but none of these free sites provide analyst research reports like the library's Morningstar and S&P databases do.
- Provides detailed financials and descriptions of 42,000 worldwide public companies.
- Covers product, service, and business lines, sales by continents and product lines, balance sheets, income and cash flow statements, ratios, stock, bond, and earnings information, top shareholders, subsidiaries, board members, senior executives and their salaries, and merger and acquisitions.
- Data can be exporting into Excel.
- Companies can be easily compared using the Peer Report and Peer Analysis tabs.
- S&P NetAdvantage also provides financials, but only covers US-traded stocks.
Mergent Horizon (5 concurrent users)
- Covers around 6,200 public companies (NYSE, NASDAQ, and AMEX companies) and hundreds of product and service sectors.
- Provides detailed hypertext product and service hierarchies for each company.
- Identifies competitors, customers, suppliers, and partners.
- Provides peer-group, competitive analysis, and merger and acquisition analysis tools.
- Company descriptions include stock performance and history, earnings and revenue estimates, detailed financial statements, institutional holdings, key ratios, insider trading, segment financials, and officers and directors.
- Includes an events calendar and a powerful stock screener.
- Skim through the whole Analyst Report to learn about your company's strategies, execution, etc.
MarketLine Business Information Center (Datamonitor)
- Provides 10,000 company profiles (many including a SWOT analysis).
- Covers companies from around the world.
- More info
Hoover's Company Records (via LexisNexis Academic)
- Look for the Hoover's link in the "Business Description" section of LexisNexis' company profiles.
- Hoovers provides several thousand profiles of public and private, U.S. and international companies.
- Provides executives, company description, history, NAICS and SIC codes, segmented sales data, and competitors.
- More info
Your Company's Annual Report
- Includes two sections:
- An illustrated promotional section, typically written by the company's public relations department. This section "sells" the company as a good investment. It may describe with words and pictures their successful brands, major changes, new business strategies, market share, employees, and customers.
- A financial data section. Look in this section for the balance sheet and income statement. (Unlike the 10-K report sent to the SEC, the financial data in annual reports is not audited by external auditors. Therefore a 10-K report is more authoritative for corporate financials.)
- Find annual reports from the public company's investors' section.
- More on annual reports
Most Useful: S&P & IBIS
- Includes the S&P Industry Surveys, which provides analysis, descriptions, and data on 52 industries.
- Use the Banking and Financial Services: Diversified reports to study the world financial state.
- There is also a new Banking report for Europe.
- Updated twice a year.
- More info
- Provides 25 to 45-page US industry reports for all 5-digit NAICS codes (over 720 reports).
- Each report includes statistics, industry structure, product & customer segmentation, performance analysis, major players & market share, external drivers, 5-year forecasts with forecast analysis, and more.
- Reports are updated three or four times a year.
- More info
Others
- Provides 2,000 concise industry profiles, international in scope.
- Also provides 10,000 company profiles (many including a SWOT analysis).
- More info
Business & Company Resource Center (2 concurrent users)
- A "one-stop shopping" database for company and business research.
- Provides overviews of over 1,000 U.S. and global industries.
- More info
- Our largest database for business articles.
- Covers over 8,200 journals, magazines, and newspapers, including Business Week, Forbes, etc.
- Covers 1984-present, with earlier coverage for hundreds of top business journals.
- More info
Wall Street Journal (via ProQuest)
- Search for full text articles from the WSJ since 1982.
- More info
S&P NetAdvantage
IBIS Industry Market Research
