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Investment & Analysis Instruments Resources


FIU subscription database   This icon next to a linked source indicates a subscription database or other online resource.   You must be a current student or employee of F.I.U. to make use of this source of information.

Website unaffiliated with FIU   This icon next to a linked source indicates a free or partly free website unaffiliated with FIU.  Researchers should use these sites with caution; the producers are totally responsible for their content and charges.

Library reference book   This icon next to a source indicates a book or other printed source.  Check the location indicator and call number.


Page index:
- Analytical publications - Company finances -
- Securities regulators - Securities data - Securities exchanges - Terminology -
- (Bottom of page) - Brief Business Glossary (popup window) -

Item Availability Notes
Return to the top of the page.Analytical Publications :
Library subscription database Bankruptcies; SDC Platinum
  via Thomson Financial
Use on selected computers in the ERC, 2nd Floor, Green Library
1980 - 1988, limited;
1988 - present, full
Based on SEC documents, bankruptcy court filings, reorganization plans, and news sources, provides data searchable by various factors, from company name to creditors, securities, financial profile, etc.  Includes U.S. companies with assets of $1million (1980-88) or, after 1988, public with $10 million or private with $50 million in assets.

Available through computers near windows in ERC (Green Library, 2nd floor).

Library subscription database Business and Company Resource Center
via GaleNet
1980-date   Indexes 1000+ scholarly and trade journals, popular magazines, and newspapers in business and industry. Also includes company profiles, company brand information, rankings, investment reports, company histories, and more.
Library subscription database EIU (Economist Intelligence Unit)
via EIU
1996 - current   In addition to analysis and forecasts of the political, economic and business environment for selected countries and how to transact business in most countries, includes Country Finance.
Website linkg Investopedia
via Forbes
Check url date   More than just a dictionary or encyclopedia, this site offers tutorials and free software on investing, as well as for-pay information and links.  WARNING:  Link begins with an advertisement      [caaiah ] 
Library subscription database Standard & Poor's NetAdvantage
via Standard & Poor's NetAdvantage
Dates vary   Full text of 12 Standard & Poor's investment publications covering managment, corporation data, industry data, mutual funds, and investment analysis.
Library subscription database Mergent InvestorEdge
via Mergent
Current quarter   Contains investment reports on companies and industries, with evaluations and recommendations.  Also includes links to other Mergent products.     [caajag]
Library subscription database Value Line Investment Survey
via ValueLine
Current quarter   Contains investment reports on companies and industries, with evaluations and recommendations.  Each industry and the component companies are analyzed once a quarter, although many of the auxiliary tables are updated for each company weekly.
Library subscription Value Line Investment Survey
UP REF MIC HG4501 .V26
via ValueLine
1969 - 1979 (film)
 1980 - last quarter (fiche)
  Contains investment reports on companies and industries, with evaluations and recommendations, through previous quarter.  Each industry and the component companies are analyzed once a quarter. 
Library subscription database Wall Street Journal
via ProQuest
1986-present   Contains citations, abstracts, and full-text articles from the Wall Street Journal.  Older issues in Documents microforms area and at Wall Street Journal Historical File
Library print source/microfilmed Wall Street Journal
Green Library DOC MIC
via Dow Jones
July, 1889 - Feb., 2001
Jan., 1958 - current at  BBC
  Contains the Wall Street Journal completely, including stock quotes.
Library subscription database The Wall Street Transcript
via TWST: The Wall Street Transcript
July, 1997-date   Provides transcripts of investment-related roundtables and CEO presentations to investment groups.
Library subscription database Worldwide Mergers & Acquisitions
via SDC Platinum*
US: 1979-present
Intl: 1985-present
  An analytical database covering both public and private transactions involving at least 5% of the company value (prior to 1993, value must => $1mm.)  Transactions include, mergers, acquistions, LBOs, stake purchases, tender offers, stock swaps, privatizations, spinoffs, etc.  Searchable data includes over 1,400 data elements. 
  *Available ONLY through computers near windows in ERC.*, second floor, Green Library.  This is a CD database run on the Library's LAN. 
Library subscription CreditWeek
Green Library BUS HG4923.S74
via Standard & Poor's
1972 - current, weekly   A weekly analysis of various investment concerns, including investment recommendations/warnings in their "Credit Watch" section.  Also rates government debt (and currency) for many countries (at the country's request.) Previous titles include S&P Bond Outlook (1972) and Fixed Income Investor (1973 - Oct., 1981.)
Library subscription annualDirectory of Investment Research
UP REF HG4907.N43
via Nelson Information
2004   An international directory of investment research firms and analysts, with indexes by company, geographic locations, and industry.
Website link Financial Forecast Center
via Ineatideas
(check url date)   A source of basic statistics and forecasts.   "The Financial Forecast Center has been producing and publishing economic and financial market forecasts since 1997.  These forecasts have been and will continue to be published exclusively on the internet.  All forecasts are generated in-house using artificial intelligence.  The forecast models are 100% quantitative and use a global, long-range economic dataset.  Thus, the forecasts are very objective.  And because the Financial Forecast Center has no ties to other companies or institutions, our products and services are completely independent.  The Financial Forecast Center is a service of Financial Forecast Center, LLC.  FFC LLC is a small, privately owned Texas corporation located in Houston, Texas, USA."      [caaiah] 
Return to the top of the page.Company Finances :
Library subscription database Business and Company Resource Center
via GaleNet
1980-date   Indexes 1000+ scholarly and trade journals, popular magazines, and newspapers in business and industry. Also includes company profiles, company brand information, rankings, investment reports, company histories, and more.
Library subscription database Encyclopedia of Business and Finance
 
via Gale Virtual Reference page
2007   "Designed for the nonspecialist, the Encyclopedia of Business and Finance is a 2-vol. complete reference covering five general areas:  finance and banking; accounting; marketing; management; and information systems.  Drawing on practical professional expertise as well as that of noted scholars, the contributors include executives, government administrators and scholars from leading business programs from around the United States."        [caaiac] 
Library subscription database Hoover's Company Records
 
via ProQuest
Current   Covers more than 40,000 public and non-public companies and 225,000 key executives. Contains in depth industry analyses, information on a company's location, company overview, summary financials, top competitors, rankings, company history, products and operations, auditors, top officers, and more.        [caaiah] 
Library subscription database Mergent Online
via Mergent Online
1994-present   Corporate reports on 20,000+ U.S. & international public corporations and 1.5 million private companies from the D&B Private Companies Database, plus financial search engine.    [caajag]
Library reference book Mergent Industry Review
Green Library BUS HG4961.M66
via Mergent
2002 - Current   This semi-annual publication gives comparative data, rankings, and growth rates of American companies within their industries.  Includes an alphabetical index by company in the front.
Website link, government EDGAR
  via U.S. Securities & Exchange Commission
  Replaced in 2009 by:
IDEA
(check url date)   Provides access to financial reports required from U.S. publicly traded companies.  The 10K (annual report to the SEC on Form 10K) is the main form for most financial data.      [caaiah]
 Interactive Data Electronic Applications (IDEA) replaced EDGAR in 2009, but contains only 3 years of data.    [caajag]
Return to the top of the page.Securities Regulators:
Website link, government EDGAR
  via U.S. Securities & Exchange Commission
  Replaced in 2009 by:
IDEA
(check url date)   Provides access to financial reports required from U.S. publicly traded companies.  The 10K (annual report to the SEC on Form 10K) is the main form for most financial data.      [caaiah]
 Interactive Data Electronic Applications (IDEA) replaced EDGAR in 2009, but contains only 3 years of data.    [caajag]
Website link, government US Securities and Exchange Commission
  via U.S. Securities & Exchange Commission
(check url date)   The U.S. federal agency which regulates securities and their exchanges. This site also provides investor information. [caaiaj] - EDGAR The EDGAR database was a collection of reports made to the SEC by publicly-owned companies in the United States since the late 1980's through 2008. - Interactive Data Electronic Applications (IDEA) The replacement for EDGAR, with limited data.       [caaiah] 
Return to the top of the page.Securities Data:
Website link, government Securities Industry and Financial Markets Association
  via SIFMA
(check url date)   Incorporates the former SIA (Securities Industry Association) page, and includes many free services such as ticker lookup, delayed quotes, etc.  Changing from U.S. to Europe to Asia focus is available via tabs at the top of the page.        [caaiah] 
Library subscription database Mergent Bondviewer
via Mergent
Dates vary   Includes Corporate Bonds (ratings, historical pricing, offering documents, portfolio tracking), Municipal Bonds (ratings, historical pricing, portfolio tracking), and Retail Notes (ratings, historical pricing, offering documents, portfolio tracking.)     [caajaf]
Library subscription database Standard & Poor's NetAdvantage
via Standard & Poor's NetAdvantage
Dates vary   Full text of 12 Standard & Poor's investment publications covering managment, corporation data, industry data, mutual funds, and investment analysis.
Library subscription database Worldwide Mergers & Acquisitions
via SDC Platinum*
US: 1979-present
Intl: 1985-present
  An analytical database covering the data on both public and private transactions involving at least 5% of the company value (prior to 1993, value must => $1mm.)  Transactions include, mergers, acquistions, LBOs, stake purchases, tender offers, stock swaps, privatizations, spinoffs, etc.  Searchable data includes over 1,400 data elements. 
  *Available ONLY through computers near windows in ERC.*, second floor, Green Library.  This is a CD database run on the Library's LAN. 
Library subscription annual Commodity Year Book/
  CRB Commodity Yearbook

Green Library REF HF1041.C56
via Commodity Research Bureau
1970 - current This annual begins with a description of commodity markets and statistics reflecting commodity trading in the U.S. and worldwide.  Following that introductory material, there are sections on each commodity which include a narrative description of the market and various statistics which may include (but vary) world production, price, and volume of trades.
Library print source Daily Stock Price RecordAmerican Stock Exchange
Green Library BUS HG4915.S66
via Standard & Poor's
Jan., 1973 - current Contains the volume traded and the high, low, and closing prices for each day for each stock traded.  For each stock, earnings, dividends, and short interest are listed.
Library print source Daily Stock Price RecordNew York Stock Exchange
Green Library BUS HG4915.S664
via Standard & Poor's
Jan., 1973 - current Contains the volume traded and the high, low, and closing prices for each day for each stock traded.  For each stock, earnings, dividends, and short interest are listed.
Library print source Daily Stock Price RecordNASDAQ Stock Market, Inc.
Green Library BUS HG4915.S665
via Standard & Poor's
Jan., 1973 - current Contains the volume traded and the high, low, and closing prices for each day for each stock traded.  For mutual funds, includes aks & bid prices daily.  For each security, earnings, dividends, and short interest are listed.
Library print subscription Mergent Bond Record.
Green Library BUS HG4905.M78
via Mergent
Jan., 1978 - current Formerly published by Moodys, this monthly "covers fixed-income issues in detail, affording the user at a glance the essential facts relating to market position and statistical background."
Library print subscription Mergent Annual Bond Record.
Green Library BUS HG4651.M6
via Mergent
1990 - current Formerly published by Moodys, this annual serves as "a history of...corporate and municipal bond rating activity" using the Moody's rating service.
Library print subscription Mergent Dividend Record.
Green Library BUS HG4908.M6
via Mergent
1975 - current Formerly published by Moodys, this annual lists the dividends paid by stocks and mutual funds over the past year.
Library reference book Statistical Service
Green Library DESK HC106.7.S75
via S&P
1980 - Current
(publication dates)
A continuously updated service with biennial compilations (Security Price Index Record.)  In addition to including data on the S&P 500, industrials, transportation, utilities and financial indexes (and the composite companies), this publication includes daily data on stocks of many much more specific industries, as well as municipal and U.S. government bond yield and prices.  Also includes quarterly earnings, dividends, and p/e ratios for the industrial, transportation, utilities, financial, and composite indexes, back to 1926.
Website link Economagic
  via Bridge Commodity Research Bureau
(check url date)   Includes time series of commodities futures, as well as other series of macroeconomic data from the U.S.  Most detailed data requires paid subscription, as does downloading to Excel.  "This page is meant to be a comprehensive site of free, easily available economic time series data useful for economic research, in particular economic forecasting....The majority of the data is USA data. The core data sets involve US macroeconomic data (that is, for the whole US), but the bulk of the data is employment data by local area -- state, county, MSA, and many cities and towns. "       [caaiah] 
Return to the top of the page.Securities Exchanges Sites:      Africa - Asia - Australia - Europe - North America (Canada - United States)
Website not affiliated with FIU. FCS Internet: Internet Gateway: Financial Links
 via FCS
Check url date   This site provides links to numerous stock & commodity exchanges around the world, as well as many related organizations, such as brokers, mutual funds, banking, etc.      [caaiah] 
Return to the top of the page.  African Securities Exchanges Sites: 
Website link Johannesburg Stock Exchange
  via JSE
(check url date)   Provides various information about stocks & companies listed on the JSE in Johannesburg, South Africa, as well as information about investing, in general.      [caaiah] 
Return to the top of the page.  Asian Securities Exchanges Sites: 
Website link Hong Kong Exchange
  via HKEx
(check url date)   Provides various information about stocks & companies listed on the HKEx in Hong Kong, China.  Available in English, traditional Chinese, and simplified Chinese.  Includes link (popup window) to the Chinese Stock Market Web (the stock exchanges in Hong Kong, Shanghai, and Shenzhen), as well as a glossary.      [caaiah] 
Website link The Stock Exchange of Thailand
via Stock Exchange of Thailand
(check url date)   Provides various information about stocks and companies listed on the Stock Exchange of Thailand.  Available in English and Thai.  Includes links to some commercial investor sites as well as equity, derivative. bond,. and agriculture futures exchanges in Thailand.      [caaiah] 
Website link Tokyo Stock Exchange
  via TSE Group
(check url date)   Provides various information about stocks, companies, and futures listed on the Tokyo Stock Exchange.  Available in English, Japanese, Chinese, and Korean languages.        [caaiah] 
Return to the top of the page.  Australian Securities Exchanges Sites: 
Website link Australian Securities Exchange
via ASX
(check url date)   The ASX operates the Australian Stock Exchange and the Sydney Futures Exchange, providing information through this site on the companies, stocks, and other investments available through these exchanges.  The site offers a number of free online courses in investing and trading securities, as well as the usual company and stock listings.      [caaiah] 
Return to the top of the page.  European Securities Exchanges Sites: 
Website link NYSE Euronext
via Euronext.com
(check url date)   "NYSE Euronext (NYX) operates the world’s leading and most liquid exchange group, and seeks to provide the highest levels of quality, customer choice and innovation.  Its family of exchanges, located in six countries, include the New York Stock Exchange, the world's largest cash equities market; Euronext, the Eurozone's largest cash equities market; Liffe, Europe's leading derivatives exchange by value of trading; and NYSE Arca Options, one of the fastest growing U.S. options trading platforms."  Available in English, Dutch, French, and Portuguese.      [caaiah] 
Website link Deutsche Börse Group
via Deutsche Börse Group
(check url date)   The Deutsche Börse Group offers trading in stocks and other investment tools, with offices in several countries, including the U.S.  It operates the Frankfurt Stock Exchange (FWB® Frankfurter Wertpapierbörse ).  Available in English and German.      [caaiah] 
Website link OMX: The Nordic Exchange
via OMX
(check url date)   Site for the Nordic Exchange, with tabbed links to the Nordic Market, Baltic Market, and First North.  Available in English, Danish, Finnish, Icelandic, and Swedish.  Includes market data as well as information and data about companies and their traded shares.      [caaiah] 
Return to the top of the page.  North American Securities Exchanges Sites: 
Return to the top of the page.    Canadian Securities Exchanges Sites: 
Website link Toronto Stock Exchange (TSX)
via Investcom
(check url date)   Provides information about the companies, stocks, and prices on the Toronto Stock Exchange.  Includes links to the TSX Ventures (options), Montreal Stock Exchange and Nasdaq Canada, among others.      [caaiah] 
Website link Bourse de Montréal/Canadian Derivatives Exchange
via Montréal Exchange
(check url date)   Data is provided for the options and futures market.  Includes links to the Toronto Stock Exchange and the Montreal Climate Exchange.  Available in English, French, and Chinese.      [caaiah] 
Return to the top of the page.    United States Securities Exchanges Sites: 
Website link The American Stock Exchange
via ASE
(check url date)   Provides various information about stocks & companies listed on the ASE, as well as option, funds, and equities.  Includes a link to an extensive investment dictionary in a popup window.  This site uses frames, which makes linking to a particular page problematic.      [caaiah] 
Website link CME Group
via CME
(check url date) Formerly the Chicago Merchantile Exchange but in the process of combining with the Chicago Board of Trade.  Provides information about the futures and options traded on the CME and CBOT.      [caaiah] 
Website link The NASDAQ Stock Market Home Page
via NASDAQ
(check url date) Provides information on the stocks and funds listed on the NASDAQ exchange.  This site provides immense amounts of information, including a section of "Investor's tools."  Part of the CME Group, above.      [caaiah] 
Website link The NYSE Euronext
via NYSE
(check url date)   "NYSE Euronext (NYX) operates the world’s leading and most liquid exchange group, and seeks to provide the highest levels of quality, customer choice and innovation.  Its family of exchanges, located in six countries, include the New York Stock Exchange, the world's largest cash equities market; Euronext, the Eurozone's largest cash equities market; Liffe, Europe's leading derivatives exchange by value of trading; and NYSE Arca Options, one of the fastest growing U.S. options trading platforms."  Site includes a glossary of terms, but the NYSE version shows no language options.      [caaiah] 
Return to the top of the page.Terminology:                      (Brief Business Glossary in popup window)
Library subscription Concise Encyclopedia of Investing
UP REF HG4513.O385 2007
byD. W. Oglesby
2007   Concise as in "very short articles" on each topic, but clearly more than a dictionary.  This is a fast guide to investing concepts and practices.    [caajah]
Library subscription The Encyclopedia of Technical Market Indicators
UP REF HG4915.C56 2003
by Robert W. Colby;
publ. by McGraw-Hill
2nd edition, 2003 An encyclopedia of methods to evaluate stock, commodity, and options trading, including historical and general terms used.  Includes charts and graphs in many articles.  Index.
Website link Financial Dictionary
  via Art Branch, Inc.
(check url date)   Provides a dicitonary with lengthy, explanatory definitions and examples.  Terms may be entered into a search box or the dictionary may be browsed, according to the user's comfort.      [caajad] 
Website linkg Glossary of Insurance Terms
via Insurance Information Institute
Check url date   Guide to the insurance industry's terminology.        [caaiah] 
Website linkg Glossary of Selected Financial Terms
via IMF
Check url date   A glossary of finance terms as defined by the International Monetary Fund.       [caaiai] 
Website linkg Investopedia
via Forbes
Check url date   More than just a dictionary or encyclopedia, this site offers tutorials and free software on investing, as well as for-pay information and links.  WARNING:  Link begins with an advertisement      [caaiah ] 

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This page created and maintained by Steve Morris,
Business & Legal Research Specialist,
Reference & Instructional Services Dept.
Steven and Dorothea Green Library
Florida International University
Miami, Florida 33199

 
BIC:  Investment & Analysis Instruments Resources
  URL:  www.fiu.edu/~morriss/bic/busctrinvest.html

Content & Links Last Updated :  
    July 15, 2009

 

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