The Standard and Poor's Outlook. New York: Standard and Poors Corporation.
LOCATION: Morris Library - Reference (Ref HG4501 .0875) Latest year
A weekly publication presenting commentary on current stock
market trends which offers explicit investment policies to follow.
Individual stocks are discussed with recommendations for a variety
of investment objectives.
The Value Line Investment Survey. New York: A. Bernhard.
LOCATION: Morris Library - Reference (Ref HG 4501 .V26) At Reference Desk
LOCATION: Morris Library - Microforms (Microfiche #S106)
Provides a one page synopsis of more than 1500 publicly traded companies.
Provides latest prices, timeliness, safety rank, betas, estimated
earnings and dividends, on stock issues as well as industry groupings.
Includes background information and up to 14 years statistical data.
Investment recommendations, quarterly analysis and forecasts are provided
in a separate volume: Selections and Opinion.
Standard & Poor's Industry Surveys. New York: Standard & Poor's Corporation.
LOCATION: Morris Library - Reference (Ref HC106.6 .A1 S73)
This publication provides continuous economic and investment analysis
of most major companies in 21 critical surveys. The surveys give a basic introduction to industries and provide a broad picture of the industrial groupings relating to operating environment, and the problems and opportunities facing each of the industries.
Federal Reserve Bulletin. Washington, D.C.: Federal Reserve Board.
LOCATION: Morris Library - Reference (Ref HG2401 .A5) Latest 2 years in
Reference
To promote public understanding of its activities, the board publishes
the Federal Reserve Bulletin, a monthly publication containing selected
issues in international transactions, industrial statistics, OMC meetings,
legal developments and other matters relevant to the understanding of
the Federal Reserve systems and responsibilities.
Investment Books.
LOCATION: Internet (http://cs.ala.org/ra/invest/books.cfm)
A selected list of investments books provided by The American Library
Association (ALA) and the Investor Protection Trust (IPT) as part of their
investor education initiative - "Investor Education @ your libraryŽ."
This is an Investor Information page provided by the Office of Investor Education and Assistance, the Securities and Exchange Commission. Provides links to SEC tips and publications that will for users to understand investment and related issues.
Investment Websites.
LOCATION: Internet (http://cs.ala.org/ra/invest/wesites.cfm)
A selected list of investments websites provided by The American Library
Association (ALA) and the Investor Protection Trust (IPT) as part of their
investor education initiative - "Investor Education @ your libraryŽ."
Comparing Basic Facts about Specific Securities
Stocks
Moody's Handbook of Common Stock. Quarterly.
LOCATION: Morris Library - Reference (Ref HG4905 .M815) Latest ed.
Provides concise overview of more than 900 publicly traded stocks.
Each stock is presented on one page of the book and includes 10
years statistical summary of performance, prospects for the company,
and recent developments.
Moody's Handbook of NASDAQ stocks. New York: Moody's Investors Services.
Inc.
LOCATION: Morris Library - Reference (Ref HG4501 M815)
Quarterly report on the major NASDAQ stocks providing concise
financial related information including brief background, recent
developments and future prospects. Includes five year statistical data on the stock performance.
Standard & Poor's Stock Reports. New York: Standard & Poor's Corporation.
LOCATION: Morris Library - Reference (Ref HG4905 .S44) Latest 2 years
This three volume set provides information on stocks of the
companies traded on the NYSE, ASE, and the most traded stocks on
the Over-The-Counter market. Information includes latest price and current year's range, a seven year chart of high/low prices, price earnings ratio, current dividend,
and S & P's earnings and dividends rankings for common stocks. Other operations information, sales, and balance sheet data are provided as well.
The Daily Stock Price Record. New York: Standard & Poor's
Corporation.
LOCATION: Morris Library - Reference (Ref HG4915 .S66) Latest five years
LOCATION: Morris Library (HG4915 .S66) Earlier years
Contains price information on stocks traded on NYSE, ASE, and OTC.
Published quarterly, they give day by day account of price histories
on well over 19,000 resources. The OTC volume includes information on issues of 1,000 mutual funds and 5,500 NASDAQ Banks, insurance and industrial companies.
All provides the high and low of closing prices of stocks plus bid and ask
prices for non-traded securities (if the information is available).
The Stock Guide. New York: Standard and Poors Corporation.
LOCATION: Morris Library - Reference (Ref HG4915.S675)
A monthly statistical summary of 5,300 stocks covered in 260 pages with detailed presentations of relevant data. Both common and preferred stocks are covered.
Included are all issues in NYSE and ASE and many NASDAQ issues. A separate section covers 700 mutual funds. Serves as a comparative tool in stocks/funds selection and/or analysis.
Bonds
The Bond Guide. New York: Standard and Poors Corporation.
LOCATION: Morris Library - Reference (Ref HG4905.S42)
A monthly statistical guide on over 5,900 corporate bonds and convertibles. Added is the S & P bond rating for every bond evaluated. About 280 foreign bonds are also covered. Also included is the calendar of new offerings, a list of recent
issues registered with the SEC and the bond index.
Moody's Bond Record. New York: Moody's Investors Service.
LOCATION: Morris Library - Reference (Ref HG4905.M78)
Includes information on all bonds: Corporate, Government and Municipal.
Also covers commercial papers and preferred stocks and provides the Moody's
ratings.
Moody's Bond Survey. New York: Moody's Investors Service.
LOCATION: Morris Library - Reference (Ref HG4905.M785)
A weekly companion to the Moody's Bond Record that provides
weekly changes to the bond ratings for the existing issues and
provides the ratings for the new issues. It provides information on prospective offerings and comments.
Mutual Funds
Mutual Fund Fact Book. Washington, D.C.: Investment Co. Institute.
LOCATION: Morris Library - Reference (Ref HG4501.M87)
Gives global perspective of the mutual fund industry, trends and statistics as were observed and recorded in the past year. Includes information on shareholders, each mutual fund's impact on the economy, and various management issues relating to the mutual fund market.
Fidelity Investments Mutual Fund Guide. Boston: Fidelity
Brokerage Services Inc.
LOCATION: Morris Library - Reference (Ref HG4930 .F53) Latest two years
A monthly guide to the mutual fund instruments, including
Equity, Bonds, Money Market and speciality funds. Provides insightful analysis of the performance of these funds and offers predictions on the outlook of the investment horizon.
Corporate Financial Statements
Primary Documents: documents filed by publicly traded companies with the SEC (Securities and Exchange Commission).
Contains 10Ks, Annual Reports, and various other SEC filings in the "Company Financial Information" file.
Q-file.
LOCATION: Morris Library - Microforms (Microfiche S 90)
This microfiche collection, along with the Q-File Index, is
located in the Microforms Area on the Lower Level. It covers over 28,000 companies on all major exchanges from 1982 to 1990. Additional reports, such as 18K, 20F etc may be included.
Provides access to the complete text of all SEC filings for corporations participating in EDGAR (Electronic Data Gathering, Analysis and Retrieval) Dissemination Services. Currently all domestic compaies are required to make their filings on EDGAR.
The Disclosure database contains financial and management information on over 12,000 public companies. Excluded are management investment companies, real estate companies, and oil and gas drilling funds. Corporate data is extracted from primary reports filed with the SEC by profiled companies.
Mergent / Moody's Manuals. New York: Moody's Investors Service.
A seven volume annual with separate news reports.
LOCATION: Morris Library - Reference (Ref HG4961.M671) Index Table
Included are: Bank and Finance, Industrial; International, Municipal
and Government, OTC Industrial; Public Utility, and Transportation.
Provides background information, balance sheet and other information on the
corporate status and health of the profiled company.
Standard & Poor's Corporation Record. New York: Standard & Poor's Corporation.
LOCATION: Morris Library - Reference (Ref HG4501 .S76632) Index Table
Six volumes of comprehensive financial histories of 9,200
important investor - interest corporations.
The one volume Daily News Section reports on fast breaking news
on 12,000 corporations on every trading day.
Other Investment Valuation Tools
Standard & Poor's Dividend Record. New York: Standard & Poor's Corporation.
LOCATION: Morris Library - Reference (Ref HG4908 .S77) Latest ed.
A comprehensive dividend report on over 10,000 common and
preferred stocks and income bonds.
Credit Week. New York: Standard & Poor's Corporation.
LOCATION: Morris Library - Reference (Ref HG4501 .S7662) Latest ed.
Provides analysis of ratings, trends, and the outlook for fixed income securities.
These issues are highlighted through credit forum, credit watch and credit analysis sections.
Standard & Poor's Statistical Services. New York: Standard & Poor's Corporation.
LOCATION: Morris Library - Reference (Ref HC101 .S749) At Reference Desk
An excellent source for business and financial statistics comprising over 1,000 series, revised monthly.
Security Dealers of North America. New York: Standard & Poor's Corporation.
LOCATION: Morris Library - Reference (Ref HG4907 .S4) Latest ed.
A national directory providing a complete guide to investment brokers/dealers, and investment banking firms including dealers in Canada.
A source for general information on the investment environment. Provides a comprehensive yearly record on various investment instruments and investment companies.
This page is maintained by Pauly Iheanacho, Reference Department.
