Ref. Librarian: Steve Burks
sburks@smcvt.edu
x-2354 / Office: Library 210
Reference Hours: Mon to Thurs - 10 am to 9 pm, Fri - 10 am to 5 pm, Sunday - 2 pm to 8 pm [I work Tuesday evening
7:30-9:00pm]
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Research Orientation
for BU331 & GSA536
Professor: Joanne Scott
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Coverage
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Wall Street - 1881, Accunet database |
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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
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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
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Value Line
- Standard Edition (1700 Large Cap
Stocks- Over 400 million in Market Capitalization) |
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For an explanation of
Value Line's selection policy, click here.
- 6 simultaneous
users at a
time - Logoff when done to let other students use it

*You may print out reports using adobe acrobat.
A quick overiew of
the VL reports page
An in-depth overview of the VL reports
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 column 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
Value Line - Small & Mid-Cap
Edition (1800 Small and Midcap Stocks)

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• Small and Mid-Cap Edition ®
Model Portfolio, consisting of 40 stocks primarily suited for
more aggressive investors
• Conservative Stocks
• Highest Dividend Yielding Stocks
• Biggest “free flow” Cash Generators
• Widest discounts from Book Value
• Best/Worst Performing Stocks in the Past 13
Weeks
• Stocks Ranked 1, 2, and 5 for Performance
• 25 Largest and Smallest Market-Cap stocks in
current issue |
Quick
Guide
- 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 Snapshot for most of your data needs for your project

Screeners - Gives you stocks restricted to the investment
specifics you set -
2 minute
tutorial

Portfolio X-Ray --- Analyzes your portfolio to see if
investments fit together, is well balanced and how heavily weighted in a
particular stock
2
minute tutorial

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

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
See Forbes Best Portfolio Trackers for reviews
Use MorningStar or Yahoo 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

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

Portfolio X-Ray - (You must use the
Library's Morningstar Library Edition, see above). You will have to
reenter your portfolio assets in the library's MorningStar edition and it can't
be saved.
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