Banking & Finance

Key Financial Data, Journals and Investment Newspapers

Factiva
A massive database that delivers detailed company financials, company-to-industry ratios, and full-text articles from more than 6,000 business sources.

News Pages

Wall Street Journal

New York Times

Los Angeles Times

Business Week

Barron's

Search - Free Text and Source Titles

Factiva allows you to search within specific journals such as: Institutional Investor; Investment Dealers' Digest; Investment Management Weekly; The Financial Times; and Investor's Business Daily

Companies/Markets

Quotes | Charting | Company

Company Financials

Mergent Online
An Internet-accessible subscription service covering 10,000 public companies and their SEC filings.

Basic Search | Advanced Search | Executive Search | EDGAR Search* | Industry Reports

International Company Data
More companies from more countries than any other international database, with global searching across databases

U.S. Annual Reports
Easy-to-access current and historical annual reports on 10,000 U.S. public companies, all in PDF image format that provides faster download and allows viewing the document

International Annual Reports
Hard-to-get, timely annual reports on all companies in our International Company Data database, available in PDF image formats

*What is EDGAR? Visit: http://www.sec.gov/edgar.shtml

Lexis Nexis
Business news and articles from newspapers, magazines, journals, wires & transcripts; financial data about companies; SEC Filings & Reports EDGAR filings, annual & quarterly reports & proxy statements and industry and market news from over 25 industries. Includes private company data and Hoover Company Profiles.

Company Information

Company Financial Reports:
Disclosure Reports | NAARS-Annual Reports, 1984-1995 | NAARS-Annual Reports, 1972-1984 | Stock Reports*

Company Profiles:
Bankruptcy Reports | Hoover Company Reports | International Company Reports | ISS Reports | S&P Corporate Descriptions | U.S. Executive Compensation Database | U.S. Private Companies | U.S. Public Companies

SEC Filings:
10-K | 10-Q | 8-K | 20-F | ARS | Proxy Statements | Prospectuses | Registration Statements | Williams Act Filings

*Nelson's Consensus Earnings Estimates; Vicker's Security Report; Nelson's Research Headlines; Zacks Investment Research

Bloomberg Financial Markets Academic
OCOB
The dedicated workstation is available at the College of Business (third floor computer lab).Offers current and historical financial information on individual equities, stock market indices, fixed-income securities, currencies, commodities, and futures for both international and domestic markets. Provides news feeds for current information on worldwide financial markets, as well as audio and video interviews and presentations of key players in business and finance. Bloomberg Professional allows access to their full content and complete downloading and analytical capabilities. The Academic version does not.

What does this database offer?

All major domestic and international exchanges
Economic time series
Company financial statements
Analysts' forecasts
Company and executive profiles
Templates and charting tools for financial analysis
News on worldwide financial markets
Audio and video interviews and presentations by key players in business and finance

Investment and Portfolio Management - Print Resources

Value Line
Ask at Reference Desk
REF HG 4905 .V3
Value Line publishes more than a dozen print and electronic products utilized by more than half-a-million investors for timely information on stocks, mutual funds, special situations, options and convertibles. The company is best known for The Value Line Investment Survey, the most widely used independent investment service in the world.

What is The Value Line Investment Survey?
The Value Line Investment Survey is a comprehensive source of information and advice on approximately 1,700 stocks, more than 90 industries, the stock market, and the economy. It has three parts:

Part One.The Ratings & Reports section contains one-page reports on approximately 1,700 companies and more than 90 industries. Each company report contains, among other things, Value Line's Timeliness, Safety, and Technical ranks, financial and stock price forecasts for the coming 3 to 5 years, an analyst's written commentary, and much more. For detailed information, please click on EDUCATION and go to either "How to Invest in Common Stocks" or the "Quick Study Guide."

Part Two. The Summary & Index contains an index of all stocks in the publication as well as many up-to-date statistics to keep investors informed about the latest company results. It also contains a variety of stock "screens" designed to help investors identify companies with various characteristics.

Part Three. The Selection & Opinion section contains Value Line's latest economic and stock market forecasts, one-page write-ups of interesting and attractive stocks, model portfolios, and financial and stock market statistics.

In addition to its invaluable Timeliness ranks, The Value Line Investment Survey provides investors with an extraordinary wealth of vital information, including among many others:

Safety and Technical ranks for approximately 1,700 stocks.
3-5 Year Growth Projections for all stocks.
Powerful investment screens listing criteria such as Timely Stocks in Timely Industries, Untimely Stocks, and High Growth Stocks.
A separate section called Selection & Opinion, which covers topics such as Business and Stock Market prospects and includes sample portfolios for different types of investors.

For more information about Value Line visit:
http://www.valueline.com/index.html

Standard & Poor's Stock Reports
REF HG 4907 .S72
Comprehensive two-page reports on over 3,000 companies traded on the three major U.S. exchanges - New York Stock Exchange, The NASDAQ Stock Market, and the American Stock Exchange - and other regional and international exchanges.

Mergent Equity Research Report
REF HG 4028
Mergent Equity Research Reports provides access to individual analyst equity reports on over 4,000 large and mid-cap U.S. companies. Each company report is updated quarterly with weekly updated reports on over 100 companies. Each two-page detailed company research reports offers:

Buy, hold and sell recommendations for the company and for peer companies
Price momentum ratings and chart
Earnings summary and chart
Analyst forecast summary and rating
Price performance charts
5-year charts of fiscal year fundamental data
Business summary, prospects, recent developments and more

Online Scholarly Finance Journals

Expanded Academic ASAP
Full Text journals include:

Annals of Finance
Bank Accounting and Finance
Business Finance
Decisions in Economics and Finance
European Finance Review
Finance and Development
Financial Executive
International Finance
International Journal of Theoretical and Applied Finance
Journal of Portfolio Management
Journal of Risk Finance
Journal of Structured Finance
Kiplinger's Personal Finance Magazine
Quantitative Finance
Review of Finance
Review of Financial Economics
Review of Quantitative Finance and Accounting
Strategic Finance

Wiley InterScience
Provides scholarly journals in Finance including:

International Journal of Finance & Economics
International Journal of Intelligent Systems in Accounting, Finance & Management
Intelligent Systems in Accounting, Finance and Management
Journal of Forecasting
Journal of Futures Markets
Managerial and Decision Economics

ABI Inform
ABI/INFORM provides in-depth coverage of business issues, management techniques, competitive information, and a variety of other topics. It indexes and abstracts articles from more than 1,000 leading business and management publications, including over 350 English-language titles from outside the United States. More than half of the articles are available in full-text or full-image.

Provides access to key journals in the finance areas including:

Banking & Finance Law Review
Current Issues in Economics and Finance
Financial Analysts Journal
International Financial Law Review
International Securities Finance
ISEAS Working Papers – Economics and Finance
Journal of Applied Finance
Journal Economics and Finance
Journal of Personal Finance
Multinational Finance Journal
Stanford Journal of Law – Business & Finance

Online Historic Scholarly Journals

JSTOR
JSTOR is a full-text database of back issues for more than 350 scholarly journals, primarily in the social sciences and humanities but also including titles in the biological sciences, mathematics and statistics, and business. The coverage for each journal begins with volume 1. Because JSTOR is an archival database, issues are not available for the latest 3-5 years. Journals include:

Journal of Business 1954-2001 (Journal of Business of the University of Chicago 1928-1953; Journal of Business 1922-1927)
Journal of Finance 1946-2002
Journal of Financial and Quantitative Analysis 1966-2001
Journal of Money, Credit and Banking 1969-2002 (provides links to recent content 2003-2005)
Review of Financial Studies 1988-2002

Exchange Rates

Currencies of the World

OANDA

IMF

Financial Web Sites

Chicago Board of Trade

Government Web Site's

Federal Reserve

Department of the Treasury

CFTC

Books

The Kennedy Library holds thousands of books and periodicals on banking and finance. Search PolyCat by subject. Suggested subjects include:

Banks and Banking
Finance
Finance, Personal
Investment -- Periodicals
Investment Analysis
Investments
Securities -- Periodicals
Speculation
Stock Exchanges

Getting Started Series

Getting Started in Chart Patterns by Thomas Bulkowski
HG4638 .B853

Getting Started in Currency Trading by Michael Archer and Jim Bickford
HG3851 .A739

Getting Started in Futures by Todd Lofton
HG6024.A3 L64

Getting Started in Hedge Funds by Daniel A. Strachman
HG4530 .S837

Getting Started in Options by Michael C. Thomsett
HG6042 .T46

Getting Started in Rental Income by Michael C. Thomsett
HD1382.5 .T5642

Related Research Guides

Economics and Economic Indicators

Entrepreneurial Finance

Government Information and Data

Industry Analysis

Industry Ratios (Financial Ratios)

<<Back to Research Guides

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Frank Vuotto, M.A., M.L.I.S.
Business & Agribusiness Librarian, Faculty
California Polytechnic State University
Robert E. Kennedy Library
San Luis Obispo, CA 93420
fvuotto@calpoly.edu

Last updated January 10, 2007