To Access this PowerPoint:

1
To Access this PowerPoint

• http//www.ewp.rpi.edu/hartford/library/courses/e
  mp27.htmcourse
• Course Guide section of EMP 27 Reading Room
• Financial Information Sources

2
Financial Information Sources

• Cecilia Dalzell
• Instructional Services Librarian
• lib-info_at_ewp.rpi.edu
• 860-548-2490

3
Goal and Agenda

• Locate company and industry information and news
  articles
• Cole Library changes
• Find company and industry information
• Use company / financial databases
• Use article databases
• Questions / Evaluations

4
Cole Library Changes

• Website www.ewp.rpi.edu/hartford/library
• Homepage reorganization
• Cole Library Blog
• Reference lib-info_at_ewp.rpi.edu
• Catalog interface and functions

5
Finance and Investment Subject Guide

• http//www.ewp.rpi.edu/hartford/library/subject/f
  in.htm

6
Company and Industry Information

• Company and Industry Research SG
• http//www.ewp.rpi.edu/hartford/library/subject/
  company.htm
• Industry Data Finders
• http//www.ewp.rpi.edu/hartford/library/industry
  /industry.htm

7
Company and Industry Information 2

• Find under Research Skills
• Locating a Company on the Web
• http//www.ewp.rpi.edu/hartford/library/research/
  coweb.htm
• Finding a Companys Market Share
• http//www.ewp.rpi.edu/hartford/library/research/
  mshare.htm
• Finding a Trade, Industry, or Professional
  Association
• http//www.ewp.rpi.edu/hartford/library/research/
  assoc.htm

8
Company / Financial Databases

• Subscription Databases
• Mergent
• Standard and Poors Net Advantage
• Business Company Resource Center
• Company and Industry Profiles in Business Source
  Premier
• Value Line Research Center

9
Investment Reports

• Investext Select is part of Business Company
  Resource Center

10
Free Internet Resources

• SEC EDGAR
• http//www.sec.gov/edgar.shtml
• TheStreet
• http//www.thestreet.com
• The Motley Fool
• http//www.fool.com
• Yahoo! Finance
• http//finance.yahoo.com/
• More in Finance and Investment SG

11
Corporate Bonds

• Standard Poors Bond Guide
• Mergent (long-term debt)
• Investing in Bonds website from the Bond Market
  Association
• http//www.investinginbonds.com

12
General Bond Information

• Includes municipal and treasury bonds
• SEC
• http//www.sec.gov/answers.shtml
• Yahoo Bond Center
• http//bonds.yahoo.com/index.html
• Investing in Bonds
• http//www.investinginbonds.com

13
Mutual Funds

• Morningstar Mutual Funds
• Print and Online, both in-library only
• Standard Poors Net Advantage
• Funds tab
• Value Line
• Mutual Fund Survey, Fund Screening, Today in
  Funds

14
Screening 1

• Mergent
• For companies, stocks
• Can save on Mergents server, uses any e-mail for
  authentication
• Can download reports as .csv

15
Screening

• Value Line
• For stocks, mutual funds, options
• Can save searches as .txt on your computer or
  storage device
• Can export results as .csv
• SP
• For stock and fund screeners,
• Cant be saved
• Can export as .csv, .xls

16
Historical Information(years)
17
Historical Information 2

• Stocks, Bonds, Bills, and Inflation 2006 Yearbook
  (SBBI)
• Ibbotson Associates
• REF HG4501.S7949 2006
• History of returns on US capital markets 1926 -
  present
• Historical tradeoffs between risk and return

18
International Investment

• Mergent international companies
• The Economist Monthly Economic and Financial
  Indicators
• Available through Business Source Premier and
  ABI/Inform
• LexisNexis find international financial
  newspapers

19
International Investment 2

• Site-By-Site! International Investment Portal
  Research Center http//www.site-by-site.com
• Bourse and Stock Exchanges www.internationalist.co
  m/business/stocks
• Bloomberg.com Rates Bonds, Markets
  www.bloomberg.com/ News Commentary tab
• LSU Libraries Business Subject Guides Finance,
  esp. Commodities, Futures, Options
  www.lib.lsu.edu/bus/finance.html

20
Summary

• Financial databases
• Investment Reports
• Bond information
• Fund information and screeners
• Cole Library Research Guides
• Changes
• Contact us!

21
Questions?Evaluations