Bernstein, Peter L. Capital ideas : the improbable origins of modern Wall Street. HG173 .B47 1992
Bernstein, Peter L. The portable MBA in investment. New York : Wiley, c1995. HG4521 .B4443
Bodie, Zvi. Investments. 3rd ed. Chicago : Irwin, c1996. Reserve HG4521 .B564 1996
Bogle, John C. Bogle on mutual funds : new perspectives for the intelligent investor. HG4530 .B63 1994
Damodaran, Aswath. Investment valuation : tools and techniques for determining the value of any asset. New York : Wiley, c1996. HG4028.V3 D353 1996
Elder, Alexander. Trading for a living : psychology, trading tactics, money management. HG4661 .E43 1992
The Financial analyst's handbook. 2nd ed. Homewood, Ill. : Dow Jones-Irwin, c1988. Reference HG4521 .L625
The Financial times global guide to investing : the secrets of the world's leading investment gurus. London : Pitman Pub., c1995. HG3881 .F55 1995
Fixed-income investment : recent research. Burr Ridge, Ill. : Irwin Professional Pub., c1995. HG4650 .F58 1995
The Global financial system : a functional perspective. Boston, Mass. : Harvard Business School Press, c1995. HG3881 .G5753 1995
Griffeth, Bill. Bill Griffeth interviews the mutual fund masters : a revealing look into the minds & strategies of Wall Street's best and brightest . HG4530 .G754 1995
The handbook of corporate earnings analysis : company performance and stock market valuation. Chicago, Ill. : Probus Pub. Co., c1994. HG4028.P7 H36 1994
Haugen, Robert A. The incredible January effect : the stock market's unsolved mystery. HG4915 .H38 1988
Haugen, Robert A. The new finance : a case against efficient markets. HG4915 .H383 1995
Investment statistics locator. Rev. and expanded ed. Phoenix, Ariz. : Oryx Press, c1995. Reference Z7164.C18 C47 1995
The Irwin business and investment almanac, 1996. Burr Ridge, Ill. Irwin Professional Publishing, c1996. Reference HG4921 .I79 1996
Jones, David M. The buck starts here : how the Federal Reserve can make or break your financial future. Englewood Cliffs, N.J. : Prentice Hall, c1995. HG4910 .J66 1995
Jorion, Philippe. Big bets gone bad : derivatives and bankruptcy in Orange County. San Diego : Academic Press, c1995. HJ3835.C3 J67 1995
Lefevre, Edwin. Reminiscences of a stock operator. Dallas : Books of Wall Street, 1976. HG4572 .L4 1976
Loeb, Gerald M. The battle for investment survival. New York : Wiley, c1996. HG4521 .L785
Lynch, Peter. Beating the Street. HG4921 .L96 1993
Mackay, Charles. Extraordinary popular delusions and the madness of crowds. New York : J.Wiley & Sons, c1996.AZ999 .M2 1996
Millard, Brian J. Winning on the stock market : low-risk and high-profit strategies for investors. HG4661 .M54 1993
Peters, Edgar E. Fractal market analysis : applying chaos theory to investment and economics. HG4515.3 .P47 1994
Peters, Edgar E. Chaos and order in the capital markets : a new view of cycles, prices, and market volatility. HG4523 .P47 1991
Reilly, Frank K. Investments. 4th ed. Fort Worth : Dryden Press, c1995.Reserve HG4521.R397 1995
Rogers, Jim. Investment biker : on the road with Jim Rogers. HG4528 .R64 1994
Schwager, Jack D. Market wizards : interviews with top traders. Reserve HG4928.5 .M37 1993
Schwager, Jack D. The new market wizards : conversations with America's top traders. New York : Wiley, c1992. HG4621 .S283 1992
Schwager, Jack D. Technical analysis : Schwager on futures. New York : J. Wiley, c1996. HG4529 .S388 1996
Sercu, Piet. International financial markets and the firm. Cincinnati, OH : South-Western Pub.Co., 1995. HG3821 .S47 1995
Solnik, Bruno H. International investments. 3rd ed. Reading, Mass. : Addison-Wesley, c1996. HG4538 .S52 1996
Sperandeo, Victor. Trader Vic-- methods of a Wall Street master. HG4661 .S68
Sperandeo, Victor. Trader Vic II : principles of professional speculation. HG4529 .S63
The WG&L handbook of short-term & long-term financial management. Cincinnati, Ohio : South-Western College Pub., c1995. HG4026 .W475 1995
Applied Futures & Trading - first 'net magazine devoted to the futures, options and related derivatives markets. http://hyperlink.com/aft
Asian Wall Street Journal - Weekly publication which covers financial and company from Asia.
Barron's - Weekly newspaper which includes extensive statistics on markets, indicators, and indexes. http://www.barrons.com
Business Week - publishes various lists throughout the year including "Corporate Scoreboard", "The Global 1000", "Investment Outlook Scoreboard", and "R & D Scoreboard". There is also an annual "Business Week 1000". http://www. businessweek.com
Financial Analysts Journal - Bimonthly journal with technical articles
Financial Times - Daily newspaper from London that covers international business and economics. Includes international statistics on currencies, stock exchanges, and commodities.
El Financiero - A weekly newspaper from Mexico City, printed in Los Angeles, this publication includes financial news from Latin America.
Fortune - News and articles on all aspects of business and management.
Publishes annual lists such as "The Fortune 500", "Fortune's Service 500",
"The Fortune Global 500",
"The Fortune Global Service 500", "Deals of the Year", "The Best &
Worst Stocks of the Year", and "America's 100 Fastest Growing Companies".
FW: Financial World - Published biweekly, they include a section called "Independent Appraisal of Stocks" which lists current financial data on 1300 listed stocks one month, and 800 OTC stocks the next. http://www.financialworld.com
Insider's Chronicle - A weekly newsletter that lists insider trades for listed and OTC stocks. A quarterly cumululation (Summary of Insider Transactions) also published.
Investor's Business Daily - Launched by William O'Neil in 1983, he intended it to compete with the WSJ, but with more statistical information for investors.
Wall Street Journal - The leading US daily financial newspaper, it includes news stories, feature articles, politics and arts in the first section. The second section, called "Marketplace", consists of news regard ing companies, consumers, marketing, and technology, and the third section , "Money and Investing", publishes statistical tables regarding stocks, bonds, options, commodities, Treasury and government issues, market averages, and foreign exchange rates.The Business One Irwin Guide to Using the Wall Street Journal (HB3743 .L44 1993).explains the key statistical series. http://interactive4.wsj.com/home.html
Periodical indexes are a means of tracking magazine and newspaper articles
without having to look at each issue of each periodical of interest. Electronic
indicies have a number of access points, including subjects and keywords,
and search results can be downloaded.
ABI/INFORM Global Management Databases (1987-present).
Features 150 word abstracts and indexes to over 800 periodicals including the core finance journals, as well as most of the popular business and investment magazines. Newspapers are not included in this index. This electronic index can be searched by keyword, subject, journal, and company. ABI is accessed though the network.
Business & Industry (latest 16 months)
Full text and abstracts from over 600 trade and business publications, including newspapers, from over 30 countries. Contains facts, figures, trends, forecasts and overviews regarding public and private companies, industries, markets, and products. This index is accessed though the Web through the Tulane server.
Covers the statistical output of the federal government. This index is particularly useful for locating industry statistics from the economic censuses, the Annual Survey of Manufactures, Current Industrial Reports, etc. U.S. congressional committees frequently conduct hearings on industry practices, which may be located by using the CIS Index.
IndustriScope. FIN HG 4915 .M5
A monthly publication which compares financial figures of companies within industry groups. Includes stock price, price change, relative price, share holdings, revenue, earnings, dividends and ratio analysis.
Manufacturing USA. 2 vols. IND HG 4961 .S73
Statistical data on manufacturing industry performance and analysis, industry ratios, leading companies, employment, compensation, production, and capital expenditure over a 17 year period, with 3 year projections. Based on data from a number of publications by the U.S. Department of Labor.
Moody's Industry Review. IND HG 4961 .M75
A biweekly looseleaf service, this publication covers 137 industry groups. It includes a ranked list of companies in each industry according to 12 key financial, operating, and investment criteria, in addition to a comparison of financial statistics for the leading companies.
Standard & Poor's Industry Surveys. IND HG 4961.S74
Provides textual, statistical tables and charts on all major domestic industries. Also includes a "Comparative Company Analysis" section that compares growth in sales and earnings of major companies in the industry.
Standard & Poor's Industry Reports. IND HG 4961.S7
Monthly review of 80 industries. The publication is comprised of: Forecast, Industry Screens, Industries in the News; Industry Reports; Peer Comparisons; and an index.
Statistical Reference Index/ Index to International Statistics. Howard-Tilton Reference..
Indexes and abstracts hundreds of statistical sources, including many special publications produced by trade and industry associations. Many of the publications indexed are available on microfiche in the Microforms room on the 3rd floor of Howard-Tilton..
Hoover's Handbook of Emerging Companies. DIR HG 4057 .A28618
Hoover's Handbook of World Business. DIR HG 4009 .H66
These handbooks describe individual companies, including history, products and services, sales, names of officers, number of employees, rankings in the Fortune, Forbes, and Business Week annual lists, names of competitors, and a Hoover's ranking. Some of this information is available from Hoover's web site at http://www.hoovers.com.
Moody's Investor's Service Credit Survey. FIN HG 4657 .M7
Although it rates new bonds and securities, there is a "Moody's Rating Summaries" section where companies are profiled. Published weekly.
Moody's Manuals. FIN HG 4961.M7
Provides financials, a brief history, capital structure and other information on U.S. public and international companies. Library subscribes to the following:
Bank and Finance Manual OTC Industrial Manual
Industrial Manual OTC Unlisted Manual
International Manual Public Utility Manual
Municipal & Government Manual Transportation Manual
Standard & Poors's Credit Week. FIN HG 4501 .S7662
Similar in format to the Moody's Credit Survey.Weekly
profiles of a number of US and international companies, along with articles.
Standard & Poors's The Outlook. FIN HG 4961 .S69
A weekly investment newsletter, this publication
analyzes and projects business and stock market trends. Profiles and rates
individual selections with buy/sell recommendations, along with a recommended
portfolio of holdings.
Standard & Poor's Stock Reports
New York Stock Exchange. FIN HG 4905.S443
American Stock Exchange. FIN HG 4905.S44
NASDAQ and Regional Exchanges. FIN HG 4905.S444
Includes two-page reports covering a business summary, recent developments,
and up to 10 years of financials and stock data. Includes Betas and P/E
ratios.
Value Line Investment Survey. FIN HG 4501.V26 (Current year at
Circulation Desk) (CD Network)
Concise, one-page reports issued weekly, include stock charts, business
background and recent developments covering 1700 companies. The Expanded
Edition includes another 1800 stocks. Each industry group is revised quarterly.
FINANCIAL RATIOS
Almanac of Business and Industrial Financial Ratios. Annual.
IND HF 5681 .R25 T68
This annual publication lists financial and operating
ratios for industry groups, arranged by SIC code, based on information
released by the IRS. It therefore includes all corporations which are required
to file tax returns, although the data is slow to be released by the IRS.
Industry Norms and Key Business Ratios. IND HF 5681.R25D8
Contains balance sheets and income statements as
well as "common size" financial figures for 5 different industries. Also
provides 14 indicators of performance in the areas of solvency, efficiency
and profitability.
RMA Annual Statement Studies. IND HF 5681 .B2 R6
Financial and operating ratios for 425 industries.
Information is obtained from member banks, and only companies with less
than $250 million are included. A bibliography of sources of composite
financial data is also included.
Standard & Poor's Analysts' Handbook. IND HG 4961.S77
Provides per share amounts for selected income account
and balance sheet items. Calculations are derived from the S&P industry
group stock price indexes from 1960 to date.
Lexis/Nexis
An online system, there are a number of "libraries" that contain business
and investment information. Downloads/printouts are available only screen
by screen. Refer to the Lexis handouts for more information.
Global Access from Disclosure
Reports filed with the SEC A number of searchable fields are defined, and the user can define the desired output. Accessed through the Web.
Bloomberg
The Bloomberg terminals provides information on financial markets and commodity news. Its major subject areas include equity valuation and derivatives, portfolio analysis, cross currency analysis, technical analysis, bond valuation, bond swaps and switches, and futures and options. It is a menu driven system, with a unique keyboard. Numbers or mnemonics can be entered, however the mnemonics can be entered from any screen. The market sectors, defined by the yellow keys, are divided into the areas of equities, money markets, currencies, client/portfolio, perferreds, municipals, corporates, commodities, mortgages, and indices. The Equity sector includes all common stocks traded on exchanges world-wide. For a security analysis within the Equity sector, the following functions are available: current markets, market averages, calendars/fundamentals, today's markets, news & research, fundamentals (company histories, analysts, dividends, and earnings/earnings estimates, today's technicals, historical technicals, holders, volatility analysis, and money flow analysis. . intra-day price history, historical price tables, stock analysis, and portfolio capabilities. Two securities can also be compared by more than 20 different items, such as book value, EPS, and P/E ratios.
Dow-Jones News Retrieval
Full text of the Wall Street Journal, Barron's, and the National Employment Business Daily, plus articles from thousands of other sources. Accessed through 3 computers in the Library.
Dialog
There are a number of on-line databases from Dialog, that relate to company, market, and industry news, country financials, and market research. Our contract with Dialog includes some restrictions, including a user training session.
Compustat:
A sophisticated program that allows access, selection, and presentation of financial and market data for individual corporations, business segments, and industry composites. Some of the functions available include generating competitive analyses, developing corporate planning strategies, evaluating the performance of strategic business, performing credit analysis, analyzing divestiture candidates, managing investment portfolios, developing marketing strategies, and evaluating a company's vulnerability to mergers or acquisitions. User manuals are available in the library.
World Wide Web Sites
While a lot of commercial sites on the Web are nothing more than glossy brochures, other sites have a lot of handy information. Often the government pages, and other non-commercial pages are the best bets for statistical information. Generally, for-profit companies are not going to give away information and analysis on the Web that they need to sell to stay in business, however, some sites are beginning to set up fee-based services. Web commerce and delivery of information is becoming more and more important as security measures become more sophisticated. Listed here are mostly sites of collections of other sites. There are just too many individual sites to list for the purposes of this handout. Once a useful site is found, it's helpful to mark it for future reference in your Web browser.
Bloomberg Personal
Includes some news and financial analysis.
http://www.bloomberg.com
EDGAR
SEC electronic filings
http://www.sec.gov/edgarhp.htm
The Financial Data Finder
Financial and economic data maintained by the Department of Finance
at Ohio State.
http://www.cob.ohio-state.edu/dept/fin/osudata.htm
The Holt Report
Daily market synopsis with indexes, highs & lows, most actives,
etc.
http://metro.turnpike.net/holt/index.html
Internet Business Library - Finance & Investments
A site maintained by the University of Kansas.
http://www.bschool.ukans.edu/intbuslib/virtual.htm#FI
Internet Resources for Economists
Includes a section of Finance & Financial Markets
http://econwpa.wustl.edu/EconFAQ/node1.htmil
MarketEdge
Financial information for the investor. This is a members only site,
but offers a full range of services.
http://www.marketedge.com/
Mutual Fund Cafe
Sales data, fund mergers, and data on public companies. Clever page.
http://www.mfcafe.com
Mutual Fund Company Directory
Includes international funds, along with links.
http://www.cs.cmu.edu/~jdg/funds.html
Mutual Fund Research
Top funds, links to brokers and companies, and quotes.
http://www.webcom.com/~fundlink
Mutual Funds Home Page
includes bulletin board, editorial content, and fund manager profiles.
http://www.brill.com
Networth
Commercial fund site with links to other pages. Includes top performers,
fund prices, and some Morningstar data.
http://networth.galt.com
Personal Finance Web Sites (Compiled by Ira Krakow).
A collection of Web sites by the publisher of Persfin Digest,
including investment pages.
http://www.tiac.net/users/ikrakow/pagerefs.html
Silicon Investor
Includes "stock talk", "trend watch", and "quotes".
http://www.techstocks.com
STAT-USA
Includes a number of online databases from the Department of Commerce.
We have subscriber access. Our User ID is 968TF and the password is 4941.
http://www.stat-usa.gov
Stockhouse Online Journal
News & views regarding small cap and micro stocks.
http://www.stockhouse.com
StockMaster
Delayed stock and mutual fund quotes and historical charts, free to
individual investors.
http://www.stockmaster.com
WWW Virtual Library: Finance and Investments
A collection of sites maintained by Ohio State
http://www.cob.ohio-state.edu/dept/fin/overview.htm
Yahoo Markets & Investments
A extensive collection of sites, compiled by the people who've been
tracking the Web for a long time (in Web time), with their own built-in
search engine. This is the proverbial killer site.
http://www.yahoo.com/Business_and_Economy/Markets_and_Investments
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