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  Business Information Center:
Investment & Analysis Instruments Resources

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Item	Availability	Notes
Analytical Publications :
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).
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.
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.
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 ]
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.
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]
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.
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.
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.
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.
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.
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.
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.)
Directory 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.
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]
Company Finances :
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.
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]
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]
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]
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.
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]
Securities Regulators:
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]
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]
Securities Data:
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]
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]
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.
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.
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.
Daily Stock Price Record:  American 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.
Daily Stock Price Record:  New 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.
Daily Stock Price Record:  NASDAQ 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.
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."
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.
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.
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.
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]
Securities Exchanges Sites:      Africa - Asia - Australia - Europe - North America (Canada - United States)
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]
African Securities Exchanges Sites:
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]
Asian Securities Exchanges Sites:
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]
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]
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]
Australian Securities Exchanges Sites:
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]
European Securities Exchanges Sites:
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]
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]
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]
North American Securities Exchanges Sites:
Canadian Securities Exchanges Sites:
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]
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]
United States Securities Exchanges Sites:
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]
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]
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]
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]
Terminology:                      (Brief Business Glossary in popup window)
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]
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.
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]
Glossary of Insurance Terms via Insurance Information Institute	Check url date	Guide to the insurance industry's terminology.        [caaiah]
Glossary of Selected Financial Terms via IMF	Check url date	A glossary of finance terms as defined by the International Monetary Fund.       [caaiai]
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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