EQUITY RESEARCH SOURCES

This guide was created for the Camp Library at the Graduate School of Business at the University of Virginia. All directional references refer to that Library.
MANUALS/COLLECTIONS/DATABASES/ WORLD WIDE WEB/BOOKS/PERIODICALS
If your are unsure whether a company is public or private, WARDS BUSINESS DIRECTORY is a good place to start. WARDS will indicate whether a company is public, private or a subsidiary.

WARDS BUSINESS DIRECTORY. Petaluma, CA: B. H. Ward Publications. 8 volumes. INDEX TABLE.

The full record is arranged alphabetically by company in volumes 1 through 3. Volumes 4 through 8 are geographic and SIC code indices and rankings within them. The full record includes address, sales, employees, SIC codes with description, officers, fax, exchange and parent (if they are a division or subsidiary). Includes only U.S. companies.

MANUALS

STANDARD & POORS STOCK REPORTS. New York: Standard & Poors. Current only; updated bimonthly. INDEX TABLE.

Consists of 2 volumes. Excellent source for a current brief report on a public company. Gives a business summary, recent developments, income, balance sheet and per share data, capitalization, dividends, etc. Comparable information is available on DOW JONES NEWS/RETRIEVAL. Contains U.S. and international companies traded on U.S. exchanges.

HANDBOOK OF COMMON STOCKS. New York: Mergent FIS Inc. Quarterly. INDEX TABLE.

In concise form gives, for each company listed, background information, financial data, and prospects. A companion volumes is HANDBOOK OF NASDAQ STOCKS (INDEX TABLE, quarterly).

VALUE LINE INVESTMENT SURVEY. New York: H. Bernhard & Company. Each piece updated quarterly. INDEX TABLE.

A major investment service that gives "Ratings and Reports" on about 1700 stocks in 80 industries. Part 2 of the Survey, in a separate volume, is a weekly "Selection and Opinions" which gives VALUE LINE's views on business, the economy, and the stock market, as well as, the VALUE LINE averages.

STANDARD & POORS SECURITY OWNERS STOCK GUIDE. New York: Standard & Poors. Monthly. INDEX TABLE.

Includes stock price range, earnings, capitalization, dividends, and S & P ratings for more than 5000 common and preferred stocks.

DAILY STOCK PRICE RECORD. New York: Standard & Poors. Quarterly. Consists of three separate sets: Historical (1962- ) daily and weekly record of volume, high, low and closing prices of stocks and market indicators.

Current and historical daily stock prices are also available electronically:

MERGENT DIVIDEND RECORD. New York: Mergent FIS Inc. Annual. Reference HG4028.D5M6.

Covers more than 12,000 issues, 9000 common and preferred dividend-paying stocks, 900 nonpaying issues and payments on approximately 2350 bond funds. Gives amount and date as well as information on liability of dividends, stock splits, and dividend record.

THE OUTLOOK. New York: Standard & Poors Corp. Weekly. INDEX TABLE.

Analyzes and projects business and stock market trends. Includes brief data on individual securities, with purchase/sell recommendations; also current S & P stock market indices.

SRC BLUE BOOK: 12-YEAR NYSE CHARTS. Wellesley Hills, MA: Securities Research. Quarterly. INDEX TABLE.

Provides a 12-year graphic presentation of prices, earnings, and dividends for 1108 leading listed stocks.

SRC ORANGE BOOK: 12-YEAR NASDAQ CHARTS. Wellesley Hills, MA: Securities Research. Quarterly. INDEX TABLE.

Provides a long-term graphic presentation of price ranges, relative market action, moving averages and volume of 1012 OTC stocks.

SRC RED BOOK: 2-YEAR NYSE CHARTS. Wellesley Hills, MA: Securities Research. Monthly. INDEX TABLE.

Provides a 21-month graphic presentation of prices, earnings, and dividends for 1108 leading listed stocks. Information is provided on a weekly basis and also includes quarterly and annual figures.

COLLECTIONS

ANNUAL REPORTS / SEC FILINGS:

Annual reports & SEC filings are available in the following locations:

DATABASES

BLOOMBERG. New York: Bloomberg L.P. (Online.)

BLOOMBERG is an online and interactive database for investment management. It covers all securities in all markets and maintains indepth data on financial instruments. It is only available through the two dedicated workstations located in the Library.

BLOOMBERG does have a webpage.

INVESTEXT. Foster City, CA: Information Access Company (SearchBank). (Online.)

INVESTEXT is comprised of more than 320,000 full-text reports written by analysts at over 180 investment banks and research firms worldwide. Coverage includes 14,000 companies worldwide and 53 industry groups.

INVESTEXT is part of Infotrac and is only available within the University of Virginia's electronic community.

DOW JONES NEWS/RETRIEVAL. Princeton, NJ: Dow Jones. (Online.)

DOW JONES NEWS/RETRIEVAL is the only electronic source that includes full-text of the WALL STREET JOURNAL. Their publications library also includes more than 3200 business, trade and news publications. The Company and Industry Data, which includes company stock and financial performance, is of particular interest to investors.

DOW JONES is only available within the University of Virginia's electronic community.

RESEARCH INSIGHT. New York: Standard & Poors Compustat. (Updated annually.)

RESEARCH INSIGHT contains financial information for approximately 14,165 companies of which approximately 7700 (including 549 Canadian) are currently in business and 6480 are bankrupt, went private, no longer report, or were liquidated. Data history is up to 20 years for all companies. PDE monthly prices database history covers 1962 to present with a daily stock price history of five years. Approximately 275 industry aggregates are included. Over 76 company formatted reports are available.

RESEARCH INSIGHT is only available at the Darden School.

WORLD WIDE WEB

There is a lot of investment information on the Internet. Following is just a small sample of what is available:

BOOKS

Books can be located by using VIRGO (Virginia Online Catalog) aka SIRSI. To locate books on a particular company or investment topic, do a keyword search, for example, APPLE COMPUTER AND HISTORY.

Click on VIRGO to access Virgo within the University of Virginia.

Click on VIRGO to access Virgo outside the University of Virginia.

PERIODICALS

Periodicals of particular interest to investors are:

Business periodicals often publish annual lists of companies that meet certain criteria. Following are some of those lists with an approximate date of publication. All of these will be located either on the Current Periodical Shelves or in the Bound Periodical Stacks.

The following is a list of special issues for the investor. These issues are published annually and located either on the Current Periodicals Shelves or the Bound Periodicals Stacks.

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Last Modified: 4/18/00