Marilyn Scoville     SAINT MICHAEL'S COLLEGE

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Investment Analysis and Financial Research

"Researching Financial Information for Public Companies"

Tudor, Jan Davis.  "Researching Financial Information for Public Companies."  Online (March/April 2002):47-49.  Expanded Academic ASAP  Saint Michael's College.  2 Oct 03  <http://web7.infotrac.galegroup.com>
 
Excellent article available full text  which discusses locating information about public companies from free web resources. 

 

Databases
Commercial Portals
Company Reports
Charting of Stock Performance
Business Ratios
Citing Electronic Sources
Print Resources Available in the SMC Library Reference Collection

 

Databases for Locating Company and Industry Information

The databases listed below are available from the SMC library web pages at: http://www2.smcvt.edu/library/resources/databases.htm 
Business and Company Resource Center Full text company profiles, brand information, rankings, investment reports, company histories, chronologies and periodicals. Search this database to find detailed company and industry news and information.
Business Source Premier
 

 

Full text for nearly 3,300 scholarly business journals, including full text for more than 1000 peer-reviewed business publications. Coverage includes subject areas related to business. This database provides full text (PDF) for more than 300 of the top scholarly journals dating as far back as 1922 .
Lexis Nexis Academic Full text news, business, legal and medical information.  Select the business category and search for financial reports, company profiles, SEC filings and reports, or business news.

 

Wall Street Journal Current (1984- present)
Wall Street Journal Historical (1889-1987

 

Financial newspaper of offering in-depth coverage of national and international finance as well as coverage of hard news.  Note:  the Current file does not include page image and article images or stock quotes.
The Wall Street Journal (1889-1987) offers full page and article images with searchable full text back to the first issue. The collection includes digital reproductions providing access to every page from every available issue.

Commercial Portals

Dow Jones
http://dowjones.com 
Dow Jones & Co. web page providing links to data such as industrial averages.
Yahoo Finance
http://quote.yahoo.com/
A very thorough site. You may set up a portfolio account that lets you track your stocks.


Company Reports

Value Line
 -- Value Line is available through our subscription on the Web

 

Morningstar.com Library Edition 
Search the Morningstar website to locate reports and analysis on stocks and funds.
 
Hoover's
http://www.hoovers.com
 -- Provides company and industry information  including financials, company profiles, recent news
     articles, company capsules, "key people," and competitors.
 -- Lots of free information; easy to navigate!
 -- Areas marked with a "key" are available only to subscribers.
    *SMC does not subscribe to Hoover's online but there is much here for free.
 
Report Gallery
http://www.reportgallery.com/
 -- Over 1,000 online annual reports
 
Zacks.com
http://www.zacks.com/

 -- Search for stock and company information including company reports, stock quotes and financials.  Use the Research button at the top of their web page to get started.
 
Edgar SEC Database
http://www.sec.gov/edgarhp.htm
 -- 10-K reports available free
 
Public Register's Annual Report Service
http://www.prars.com
--Provides free annual reports requested by phone or electronically.
 

Charting of Stock Performance

MSN
http://www.msn.com
Locate charts by selecting the link to Money; then select "Stocks" from the left hand column or search your ticker symbols in the search box at the top right / select "Charts"/ click "Customize Chart"
 
Yahoo Finance
http://quote.yahoo.com/
Use the ticker symbol search box to create a chart for your stock.
 
Big Charts
http://bigcharts.marketwatch.com/
BigCharts is an "investment research web site providing access to ...research tools like interactive charts, quotes, industry analysis, intraday stock screeners, as well as market news & commentary."
 


Business Ratios (Industry & Company)

Zacks.com
http://www.zacks.com/

 -- Search for stock and company information including company reports, stock quotes and financials.  Use the Research button at the top of their web page to get started.
 
Fortune 1,000 Industry List
http://cgi.pathfinder.com/fortune/fortune500/indlist.html
 -- The top 1,000 companies, divided into 61 different industry groups
Industry Norms and Key Business Ratios.  NJ: Dun and Bradstreet, 2000-2001.  [Print] Provides business ratios for industries including agriculture, mining, construction, manufacturing, transportation, communication, utilities, wholesale, retail, finance, real estate and services.  (located in the SMC library, Ref HD 2771.D86b)  
 
Almanac of Business and Industrial Financial Ratios.  by Leo Troy.  Paramus, NJ: Prentice, 2002. [Print]  Provides financial data and ratios for corporations in various asset ranges.  Two tables are presented for each industry--one covering all firms and one covering only those with net income.  Entries are arranged by NAICS code.  (located in the SMC library, Ref HC5681.R25 A44)
 
RMA Annual Statement Studies [Print]  Contains composite financial data and ratios for industries. Data for each industry is sorted by asset-size and sales categories, and includes historical information. To find the page on which your SIC code is covered, use the table in the front titled "SIC Numbers Appearing in the Statement Studies."  (located in the SMC library, Ref HF5681.B2  R6 )
 
Financial Ratios Calculator [Free Web Site]
URL:  http://www.lib.washington.edu/business/ratios/
Provided by Foster Business Library at University of Washington, this calculator allows you to input financial data and automatically calculate financial ratios. It also offers links to the formulas used to compute ratios.
 


Citing Electronic Resources

Burks, Steve.  Citing Internet and Electronic Sources. 2004.     http://academics.smcvt.edu/sburks/citing_internet.htm 


Company Histories, Industry Surveys, and Stock Market Encyclopedias
in the SMC Reference Collection

International Directory of Company Histories:  Reference HD2721.I63
     A 36+ volume set which provides histories on a vast list of companies
 
Standard and Poor's Industry Surveys:   Reference HC106.6 S74
      Provides basic data and analysis of 52 industries and leading companies for each.
 
Standard and Poor's Outlook:  Reference  HG4521.S76
      Discusses business and stock market trends.
 
Standard and Poor's Stock Market Encyclopedia:   Reference HG4921.S68
      A quarterly publication which presents text, data and an overview for companies and stocks including the S & P 500 companies. 
 

updated  3/05
mscoville@smcvt.edu