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Investment Sources at the Library

print resources | web sites | financial databases

 

Investment Advisory Services

Morningstar Mutual Funds. Morningstar Inc., Chicago, Illinois..
The online Morningstar Investment Research Center features up-to-date information about over 23,000 mutual funds and 7,000 stocks. The library version of the database offers access to many popular Premium features of Morningstar.com, including research and independent opinions on thousands of mutual funds, stocks, and exchange-traded funds, and also the same concise reports that are found in the printed Morningstar Mutual Funds. More information.

Outlook. Standard and Poor’s Corporation, New York. Weekly.
The Outlook an investment advisory newsletter features market strategies, “Stock Appreciation Ranking System,” buy/hold/sell recommendations, and an annual forecast issue. Available at Central.

Value Line Investment Survey. Value Line Publishing, New York.
This service provides investment information on 1,700 stocks. Now available online at all Madison Public Library locations and remotely to City of Madison library card holders.

Value Line Investment Survey-Small and Mid-Cap Edition. Value Line Publishing, New York.
1,800 additional stocks appear in this service reflecting small and mid-cap companies. There is a description of each company, statistical data, and “Performance Ranks” but there is not an analyst’s report. Available at Alicia Ashman, Central, Sequoya.

Value Line Special Situations. Value Line Publishing, New York. Biweekly.
This service is published for the aggressive investor willing to take on a higher level of risk. Value Line analysts look for “emerging companies”—companies that are small and fast growing and have long term capital gains potential. Available at Central.

 

Other Services

Security Owner’s Stock Guide. Standard and Poor’s Corporation, New York. Monthly.
Presents financial information on 7,000 issues--common and convertible preferred stocks, closed-end funds and mutual funds. A ranking is provided for common stocks which reflects past performance of earning and dividends. Available at Central.

Standard and Poor’s Bond Guide. Standard and Poor’s Corporation, New York. Monthly.
Provides statistical data on 6,800 domestic corporate bonds and 320 convertible bonds with a Standard and Poor’s credit rating for most corporate bonds. Available at Central.

 

Newspapers

Barron’s: The Dow Jones Business and Financial Weekly. Dow Jones, New York. Weekly.
Barron’s provides business and financial information for investors with articles about recent economic and business trends along with financial tables for stocks, bonds, mutual funds etc. It is a time-honored newspaper. Available at all locations except Monroe Street and South Madison.

Investor’s Business Daily. Investor’s Business Daily Inc., Los Angeles. Monday-Friday.
Launched in 1984 by William O’Neil this newspaper offers articles analyzing company and industry activity along with market quotes. According to O’Neil, “buy outstanding companies with the strongest earnings.” Available at Central.

Wall Street Journal. Dow Jones and Company, New York. Monday-Saturday.
The Wall Street Journal is a primary resource for the financial markets—stocks, currency trading, commodities etc. There are national and international news features along with articles on business, management, investment and personal finance. Available at all library locations and online via the ProQuest newspaper article database.

 

Magazines

Kiplinger’s Personal Finance. Kiplinger Washington Editors Inc., Washington, DC. Monthly.
A personal finance magazine covering topics on investing, money management, retirement planning, etc. Available at all locations and online via the EBSCO magazine database.

Money. Time Inc., New York. Monthly.
Personal money management is the subject of this magazine. There are articles on consumer spending, investing and financial planning. Available at all locations except South Madison and online via the EBSCO magazine database.

SmartMoney: The Wall Street Journal of Personal Business. Hearst Communications and Dow Jones, New York. Monthly.
Articles in this personal finance magazine provide information about investing, spending and saving, and lifestyle. Available at Alicia Ashman, Central, Lakeview, Pinney, Sequoya.

Other magazines: Better Investing, Business Week, Forbes, Fortune, and Futures. Available at many library locations and online via the EBSCO magazine database.

 

Created 3/15/06 tw, edited 10/08 te/al

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