Ref. Librarian: Steve Burks
sburks@smcvt.edu
x-2354 / Office: Library 210

Reference Hours: Mon to Thurs - 9 am to 10 pm,  Fri - 9 am to 5 pm, Sat - 12 noon to 4 pm, Sunday - 2 pm to 8 pm [I work Tuesday evening 8-10pm]

Research Orientation
for BU331

Essentials of Investments
Investment Analysis
 Professor: Joanne Scott

 

Coverage

 

See Interview of Warren Buffet on Charlie Rose 10/1/2008

Wall Street - 1881, Accunet database
 
 
SMC Electronic Indexes & Full Text Databases
 
  • Business Source Premier
    Full text for nearly 3,300 scholarly business journals, including full text for more than 1000 peer-reviewed business publications.
    ALSO - SWOT analysis of companies
Example Titles
Business Week
The Economist; 
Fortune; 
Forbes; New York .
Finance & Development
Business Review - Federal Reserve Bank of Philadelphia
Harvard Business Review; Boston
Journal of Money, Credit, and Banking; Columbus
Kiplinger's Personal Finance Magazine
 		 Money
Nation's Business; Washington
Survey of Current Business; Washington
Economic Indicators; Washington
Economic Development Quarterly; Thousand Oaks
Contemporary Economic Policy; Huntington Beach
Brookings Papers on Economic Activity; Washington
The American Economic Review; Nashville
Journal of Economic Issues; Lincoln
Far Eastern Economic Review; Hong Kong
Value Line Investment Survey

- 6 simultaneous users at a time - Logoff when done to let other students use it

*You may print out reports using adobe acrobat. 
See http://www.valueline.com/ed_vlpage.html for overview of reports page

Get
1 Company Report
2 Timeliness of Company
3.Timeliness of Industry
4. Beta
5. Industry Analysis

Portfolio Help
1.  Model Portfolios - Get MODEL PORTFOLIOS - look for the link in the left-hand clumn of the Value Line page
2.  Summary & Index to create a diverse portfolio. Choose stocks rated highly for : sales growth, cash flow, earnings, dividends, book sale, highest growth etc.
3. Stock Screening software
 

The Small and Mid-Cap Edition of the Value Line Investment Survey contains full-page reports on approximately 1800 stocks, most of which are smaller than those in the Standard edition. Each page contains a considerable amount of current and historical financial information and stock price data. It also contains eight different Value Line ranks, most of which are the same as those in the Standard edition.

The one difference is the Performance rank, which has been adapted from the well known Value Line Timeliness rank, and is designed to predict a stock's relative price performance for the next 6 to 12 months.

Reports in the Small and Mid-Cap edition contain consensus earnings estimates, if available, but they do not contain analyst's commentaries.


Morningstar Library Edition

- 3 simultaneous users at a time - Logoff when done to let other students use it

Get: Snapshot, Analyst Report, Data Interpreter, Forward Valuation, Financial Statements, Profitability, Annual Earnings Estimates

Choose Reports for most of your data needs for your project

Screeners - Gives you stocks restricted to the investment specifics you set

Portfolio X-Ray  --- Analyzes your portfolio to see if investments fit together, is well balanced ad ow heavily weighted in a particular stock

X-Ray Results - you can compare results of your portfolio vs S&P 500 OR a category YOU decide for your portfolio

Yahoo Finance (Free)

Yahoo Finance @ http://finance.yahoo.com/

Information for Yahoo Finance provided by Capital IQ

Get: Company Profile, Key Statistics, Analyst Estimates, Analysis Opinion, Competitors

Click to Enlarge

Online Portfolios / Charts Indexes  - Free Internet

See Forbes Best Portfolio Trackers for reviews

Use MSN or MorningStar or Yahoo or Wall Street Journal to set up your Stock Portfolios.

Yahoo Finance - free
http://quote.yahoo.com/
A very thorough site.  You may set up a portfolio account that lets you track your stocks.  Can log on to track your stocks
 

Steve's Investment Portfolio (Yahoo)

When creating portfolio - choose "Track Your Current Holdings"

Morningstar Website - free
http://www.morningstar.com/

Set up Portfolio - Allows you to chart your portfolios performance against :  S&P index

MY PERFORMANCE - Track Your Portfolio against S&P 500, AND a range of small to large cap criteria

PORTFOLIO ALLOCATOR  - You can review your portfolio against the criteria you have set up - and then reset the balances

Portfolio X-Ray - (See under MorningStar Library Edition above)

MSN  
 

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