Investments 

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Databases and Indexes to Journal Articles

See: Databases and Indexes: Business

Internet Sites

411 Stocks

Search by company name or ticker symbol. Provides a company overview, today's stock data, the 52-week high and low, "basic fundamental data" including the PE ratio, the earnings/share, and the dividend/share, analysts and earnings data, financial ratios, a 1-year price chart, and other financial data.

Annual Report Gallery, A-Z link

Billed as the online gallery of financial reports of publicly traded companies with links to both corporate annual reports and to corporate web pages. Some also include the Wall Street Snapshot prepared by Zachs. It is possible to order a copy of a printed annual report or link to online annual reports. There is also a very good section of links to financial information.

Annual Reports Online

Links to the investor relations pages of annual reports and to copies of their quarterly and 10-K reports. Also provides links to several web sites that link to corporate Web sites. Tips for reading an annual report are included. A service of the Annual Reports Library in San Francisco.

Corporate Information

Organized by country, this meta site provide links to dozens of other sites (such as the SEC's EDGAR) that offer information about individual companies.

Fortune 500

Lists the 500 largest corporations in the world compiled annually by Fortune magazine. Search and rank corporations by several criteria. Also includes a directory of CEO's.

Hoover's Online

Hoover's Online provides capsules of over 14,000 public and privately held companies, along with a company profile, basic financial data, news, subsidiaries, manufacturing branches, and a link to a company's Web page(s). Also provided are overviews of 25 industries. These industry capsules include an historical overview, links to investor and career resources and ranked company lists. Mutual funds are not covered. Additional services are available for a fee. (See also ABI/Inform Global.)

Yahoo Finance and Investment Portal

Dictionaries and Encyclopedias

AMEX Dictionary (scroll down on the page to click on the Dictionary link)

NASDAQ Glossary

Investor's Encyclopedia. (Chet Currier) Tax Reform Edition. Franklin Watts, 1987. (Reference HG4527 .C87 1987)

More Words of Wall Street: 2000 More Investment Terms Defined. (Allan H. Pessin and Joseph A. Ross) Dow Jones-Irwin, 1986. (Reference HG4513 .P48 1986)

Still More Words of Wall Street. (Allan H. Pessin and Joseph A. Ross) Dow Jones-Irwin, 1990. (Reference HG4513 .P467 1990)

VNR Investor's Dictionary. (David M. Brownstone and Irene M. Franck) Van Nostrand Reinhold, 1981. (Reference HG4513 .B76)

Wall Street Words: An Essential A to Z Guide for Today's Investor. (David L. Scott) Rev. ed. Houghton Mifflin, 1997. (Reference HG4513 .S37 1997)

Government Information

U.S. Securities and Exchange Commission

Includes a wealth of information about the SEC, including EDGAR, links to stock exchanges, laws and regulations.

EDGAR

The database of corporate information from the Securities and Exchange Commission. For a more user-friendly interface, try EDGAR Online.

Handbooks and Statistical Information

The 100 Best Stocks to Own in the World. (Gene Walden) Dearborn Financial, 1991. (Reference HG4661 .W315 1991)

Barron's Finance and Investment Handbook. (John Downes and Jordan Elliot Goodman, eds.) 5th ed. Barrons, 1998. (Reference HG173 .D66 1998)

Handbook of Dividend Achievers. Mergent FIS, annual. (Reference HG4050 .M66)

"Complete, concise profiles of more than 300 companies with the strongest dividend records in America" over the past 10 years.

Handbook of Mortgage-Backed Securities. (Frank J. Fabozzi, ed.) Rev. ed. Probus, 1988. (Reference HG4655 .H36 1988)

Mergent Dividend Record. Mergent FIS, weekly and annual. (Reference HG4908 .M8)

Nelson's Directory of Investment Research: The Financial Professional's Guide to the Research Marketplace. 14th ed. Nelson Publications, 1989. (Reference HG4907 .N43 1989)

Standard & Poor's Dividend Record. Standard & Poor's, quarterly. (Reference HG4908 .S72)

Standard & Poor's Outlook. Standard & Poor's, weekly. (Reference HG4501 .O94)

Value Line Investment Survey. Value Line, weekly. (Service Desk [3a], Reference HG4501 .V26)

A key advisory service for investors. Each of 1,700 companies most frequently traded on U.S. exchanges is analyzed in the thirteen-week publishing cycle. The full-page company analysis includes such information as quarterly sales, earning per share and dividends paid over the past five years, financial data, and Value Line ratings. The IPFW Library receives the Expanded Edition of Value Line in microfiche format. The Expanded Edition covers an additional 1800 stocks. In both editions, the stocks are grouped by industry.

Bonds

Mergent Bond Record. Mergent FIS, monthly and annual. (Reference HG4905 .M782)

Standard & Poor's Bond Guide. Standard & Poor's, monthly. (Reference HG4905 .S435)

Standard & Poor's CreditWeek. Standard & Poor's, weekly. (Reference HG4501 .S7662)

An advisory service for fixed income securities. Each issue provides feature articles (for example, "Outlook for Asian Sovereign Credit"), ratings trends (new ratings, revised ratings, CreditWatch List, and list of those removed from CreditWatch), and a ratings news section featuring credit profiles of "selected full analyses."

Commodities

CRB Commodity Year Book. 1992 ed. Commodity Research Bureau, 1992. (Reference HF1041 .C45 1992)

Mutual Funds

Investment Company Institute ("the mutual fund connection")

Morningstar

Provides fund analysis and research. Covers 15,000 publicly-traded mutual funds and stocks.

Lipper Inc. Index Service

CDA/Wiesenberger Mutual Funds Update. CDA Investment Technologies, monthly. (Reference HG4930 .C43 - current year only)

This is a monthly performance summary and analysis, with news and several rankings of funds and reports on the performance of each fund.

Directory of Mutual Funds & Other Investment Companies. Investment Company Institute, annual. (Reference HG4930 .G85)

Mergent Unit Investment Trusts. Mergent FIS, annual. (Reference HG4530 .M66)

Provides payment information on over 35,000 fund series with respective corporate CUSIP numbers.

Mutual Fund Encyclopedia. (Gerald W. Perritt) 1991-1992 ed. Dearborn Financial Publishing, 1991. (Reference HG4530 .P432 1991)

Mutual Fund Fact Book. Investment Company Institute, annual. (Reference HG4530 .I62)

Stock Exchanges and Stock Quotes

Historical Data from Global Financial Data

American Stock Exchange

Chicago Board of Trade

Chicago Mercantile Exchange

NASDAQ

New York Stock Exchange

Pacific Exchange

OTC Bulletin Board

Other Markets Online (from NASDAQ)

1992 Handbook of World Stock and Commodity Exchanges. Blackwell, 1992. (Reference HG4551 .H319 1992)

1992 Handbook of World Stock and Commodity Exchanges. Blackwell, 1992. (Reference HG4551 .H319 1992)

AMEX Fact Book. American Stock Exchange, annual. (Referemce HG4574.1 .A45)

Daily Stock Price Record: American Stock Exchange. Standard & Poor's, quarterly. (Reference HG4915 .S66)

Daily Stock Price Record: NASDAQ. Standard & Poor's, quarterly. (Reference HG4915 .S665)

Daily Stock Price Record: New York Stock Exchange. Standard & Poor's, quarterly. (Reference HG4915 .S664)

Dow Jones Averages, 1885-1980. (Phyllis Pierce, ed.) DowJones-Irwin, 1982. (Reference HG4915 .D64 1982)

For current DJ averages see Barron's or the Wall Street Journal. The DJ averages are cumulated for each year in the Wall Street Journal Index .

Handbook of Common Stocks. Mergent FIS, quarterly. (Reference HG4905 .M815)

Handbook of NASDAQ Stocks. Mergent FIS, quarterly. (Reference HG4965 .M6)

New York Stock Exchange Fact Book. New York Stock Exchange, annual. (Reference HG4571 .N56)

New York Stock Exchange: A Guide to Information Sources. (Lucy Heckman) Garland, 1992. (Reference HG4572 .H43 1992)

The Outlook. Standard & Poor's, weekly. (Reference HG4501 .O94)

Journals Related to Investing

Note: This is a highly selective list of key journals available in IPFW's Helmke Library. For additional titles, check IUCAT Catalog (Indiana University's online library catalog).

Barron's (Periodicals HG1 .B3)

Forbes (Periodicals HF5001 .F6)

Journal of Portfolio Management (Periodicals HG4501 .J68)

Wall Street Journal (Microfilm HF1 .C5)

Professional and Trade Organizations

American Association of Individual Investors

Investment Company Institute

National Association of Securities Dealers

Securities Industry Association