Subject Guide: Finance and Investment

This guide lists basic English-language reference sources both print and electronic on finance and investment information available in the James E. Shepard Memorial Library.

**Reference titles can be found in the open or closed stacks in the Reference Department.**

Investment Services
Corporate Financial Information
Financial Ratios and Rankings
Stocks, Bonds and Mutual Funds
Electronic Databases
Printed Indexes
Journals and Magazines
Dictionaries, Guides, and Handbooks

Investment Services [ Top ]

Bank and Finance Manual [Ref. HG4961 .M65 2007]

Business and Company Resource Center via Gale Group
A database of financial data, histories, rankings, investment reports, product brand information, news and magazine articles. For the investment reports: go to Advanced Search, at Content Area, select investment Reports, search by company or ticker symbol.

Industrial Manual [Ref. HG4961 .M67 2007]

International Manual [Ref. HG4538 .M663 2007]

Mergent Bond Record. Mergent, Inc. Monthly with year end annual. [Ref. HG4905 .M78 2008]
Coverage of corporate, government, municipal, and international bonds plus other issues includes maturity date, Moody’s ratings, interest and dividend dates, and redemption information.

Mergent Dividend Record. Mergent, Inc. Bi-weekly with a year-end issue. [Ref. HG4537 .M66 2008]

*Mergent Online replaced print resources 2008
Provides timely information on the dividends of stocks and mutual funds in the United States and Canada, plus major foreign stocks traded in the United States.

Mergent's Handbook of Common Stocks. Mergent, Inc. Quarterly. [Ref. HG4501 .M59 2008]
Provides 10 years of annual financial data on more than 950 stocks, company background, recent developments, and prospects.

Mergent Industry Review. Mergent, Inc. Semiannual.
Provides comparative statistics, industry rankings, and growth rates for approximately 8,000 companies in 133 industry groups.

Mergent Manuals. Mergent, Inc.Annual.
Data provided include history, business, financial statements, rating, officers, and subsidiaries. [Ref. HG4961 .M65 2007]

Morningstar Mutual Funds. Morningstar Inc. Biweekly. [Ref. HG4530 .M8 Location: Reference Desk]
Analysis of 1,700 mutual funds, including 160 closed-end funds; provides ratings, analyst reviews, aggregate performance data for 48 investment categories; plus commentaries on fund investing and the fund industry.

Municipal and Government Manual [Ref. HG4931 .M58 2007]

OTC Industrial Manual [Ref. HG4961 .M7237 2007]

Public Utility & Transportation Manual Standard & Poor's Industry Surveys. Standard & Poor's. Weekly. [Ref. HG4961 .M72453 2007 Located at the Reference Desk]
Surveys of 52 major U.S. industries, including financial data on the leading companies within these industries. Each survey includes recent developments, trends, markets, and government regulations.
*Online via Market Insight

Standard & Poor's Stock Reports. Standard & Poor's. Quarterly. [Ref. HG4907 .S72]
For the over 3,000 companies covered, information provided includes financial statement data, stock prices ranges, an analysis of the most recent earnings report, capitalization, and research and development efforts.

Value Line Investment Survey. Value Line Publishing, Inc. Weekly. [Ref. HG4501.V26 Location: Reference Desk]
This three part investment source provides coverage for 1,700 companies plus an industry review for 90 industry groups.

Corporate Financial Information [ Top ]

Public companies that sell on the stock exchanges typically have links to their financial information on their home page. Look for links such as Investor Relations, Investors, Investors Information or Financial Information. Or, use the next three listed websites to go directly to a company’s annual report.

U.S. Securities and Exchange Commission Edgar

Annual Report Gallery

CAROL: Company Annual Reports Online
Free registration required to access annual reports.
Abbreviated financial information may be found at: Mergent Online
[See Investment Services for description and locations]

Hoover's Handbook of American Business. Hoover's, Inc. Annual. [Ref. HG4057 .A28617]
Profiles include an overview, history, historical financial information, competitors, products, and rankings.

Hoover's Handbook of World Business. Hoover's, Inc. Annual. [Ref. HG4009 .H66]
Profiles of 300 international enterprises - overview, history, officers, locations, products and operations, competitors, and historical financial data, and rankings.

Financial Ratios and Rankings [ Top ]

The performance of companies are analyzed and measured in the following sources. Information provided includes measures of operating performance, liquidity, profitability, and rankings.

Annual Statement Studies. Robert Morris Associates. Annual. [Ref. HF5681 .B2 R6]

Industry Norms & Key Business Ratios. Dun & Bradstreet, Inc. Annual. [Ref. HF5681 .R25 I525]

Stocks, Bonds and Mutual Funds [ Top ]

A magnitude of information on stocks, mutual funds, and bonds can be found on the Internet through the various search engines and directories, such as Google, AltaVista, and Yahoo. Consulting the search "TIPS" at the home page of each search engine will help you get the most out of your searches. Listed are a few selected web sites.

Stocks Web Links

American Stock Exchange

Big Charts - historical quotes

Bloomberg Financial Markets

Nasdaq

New York Stock Exchange

PCQuote

Yahoo Finances

U.S. Securities and Exchange Commission's EDGAR databases

Mutual Funds Web Links

Fund Info Service

Morningstar Mutual Funds

Bonds Web Links

Bond Markets

Federal Reserve Statistical Release

Investing in Bonds. The Bond Market Association.

Electronic Databases [ Top ]

Databases and indexes provide access to information in journals, magazines, newspapers, and reports. The electronic databases are accessible on all campus computers. Remote access to NC LIVE databases is available with a password from the Reference Desk. An Alphabetical List of all databases is on the Shepard Library's home page.

Academic Search Premier via EBSCOhost
Coverage: Provides abstracts and indexing for over 3,200 scholarly journals covering a wide variety of subject areas from 1984 to present. Includes many complete articles from over 1,000 journals including 380 journals dating back to 1990.

Business and Company Resource Center via Gale Group
Coverage: Business and Company Resource Center is a fully integrated resource bringing together company profiles, brand information, rankings, investment reports, company histories, chronologies and periodicals. Search this database to find detailed company, and industry, news and information.

COMPUSTAT (Research Insight) via Standard & Poor's Corp.
NOTE: Accessible only on the NCCU campus. Disks are in the School of Business.

Coverage: Time series financial and market information through three databases: COMPUTAT (North America), COMPUSTAT (Global), and Daily Prices. Analyzes over 11,000 active U.S. and Canadian companies, over 10,000 inactive companies, and more than 15,000 global companies.

Business Source Premier via EBSCOhost
Coverage: Provides abstracts and indexing for over 1500 business magazines and periodicals from 1984 to present, including The Wall Street Journal. Includes many complete articles from more than 750 business periodicals.

LexisNexis Academic via LexisNexis
Coverage: Provides full-text documents from over 5,900 news, business, legal, medical, and reference publications. These sources include U.S. Federal and State case law, codes, regulations, Shepard's Citations for all U.S. Supreme Court cases back to 1789, company financial information, and industry and market news.

Market Insight via Standard & Poor's
Coverage: Includes Standard and Poor's industry surveys, company financial data, EDGAR reports, trends and projections, and country equity market data.

Wall Street Journal via ProQuest Company
Coverage: Index of articles from 1981 to present. Includes many complete articles from 1984 to present.

Printed Indexes [Serials Department] [ Top ]

Business Periodicals Index. H.W. Wilson Company.

F&S Index United States and International. Information Access Company.

The New York Times Index. New York Times Company.

The Wall Street Journal. UMI.

Selected Journals and Magazines [ Top ]

These are only a sampling of the business journals and newspapers related to finance and investment housed in the Shepard Library. Electronic titles may be accessed through NC LIVE databases and Journal Finder. Current print titles are located on the second floor in the Serials Department and Reserve Department. Older titles in print are located on the third floor in the Annex. Microform titles are located in file cabinets on the second floor in the Serials Department.

Journals and Magazines:

Barron's

Financial Analysts Journal

Financial Management

Investor's Business Daily

Investment Management Weekly

Journal of Banking & Finance

Journal of Finance

Journal of International Money & Finance

The Wall Street Journal