Supersites are great places to begin your research
There’s a wealth of information for investors
on this site on a variety of topics including
business news, global financial markets, personal
finance, small business, jobs and the economy.
Individual company information is available by
typing the company’s ticker symbol into
the “Get Quotes” box. In addition
to stock quotes, there’s a snapshot of the
company, insider trading info, financial information,
earnings estimates up to one year out, and news
articles. Looking for Money Magazine’s listing
of the best mutual funds, go to the “Lists”
This beginner-friendly site is a great source
for financial news, banking information, investment
advice, and tax guidance. Use the “Research
Wizard” to evaluate companies. It examines
key fundamentals, price history, price target,
catalysts and comparisons for companies. Use the
“Stock Screener” to screen stocks
by 11 categories or download the “Delux
Stock Screener” for more options.
This supersite offers news on market stats, stocks,
mutual funds, bonds and options. The commentary
and opinions section is considered one of the
best on the web. The “Banking and Credit”,
“Loans” and “Insurance”
segments include various calculators and advice.
The small business section pulls in articles from
places like BusinessWeek and Entreprenuer.com.
There are two types of annual reports: 1. Annual
reports that are required by law to be submitted
to the Securities and Exchange Commission –These
are also called 10K’s. 2. Annual reports that
companies distribute to the public and their shareholders.
This government database provides access to company
annual reports, registration statements and other
documents required by the Securities and Exchange
Commission (SEC). All publicly-traded companies
are required by law to file annual reports (10K’s)
and quarterly reports (10Q’s). 10Q’s
and 10K’s provide a comprehensive overview
of a company’s business and financial condition,
including audited financial statements.
Provides company annual reports in their actual
format. Unlike the 10Q’s and 10K’s,
there are no formal requirements for this type
of annual report. These are public relations pieces
that emphasize the company’s strengths.
They’re a good resource for finding out
a company’s lines of business, financial
info, new product developments, info on key executives,
and can give you a feel for the corporate culture.
Having problems understanding that annual report?
What exactly is a P/E ratio anyway? How much money
do you really need to save for your child’s
college education? The sites below can help.
Explore guides on Investing for Beginners, Mutual
Funds, Retirement Planning, Frugal Living. Source
of links, articles and real people to ask for
advice. Highly recommended.
MoneyChimp presents clear explanations on financial
topics in a humorous way. Learn how to read an
annual report, find out about valuation methods
or glance at their interactive graphs in “How
Finance Works”. Does viewing economic data
leave you frazzled? Try the “Econ Corner”
to learn about the components of the Gross Domestic
Product or delve into the “Guide to Economic
Indicators”. This site even attempts to
explain the ins and outs of government spending.
The glossaries and calculators are easy-to-use.
Learn something random with “Chimp-a-Go-Go.”
This site has tutorials for beginners, experienced
investors, active traders and for people preparing
for retirement. The articles present useful information
for every type of investor. Investopedia’s
comprehensive dictionary even defines investment
buzzwords like “dead cat bounce” and
The SEC’s Office of Investor Education and
Assistance provides information on how to invest
wisely and avoid fraud. Click on “Publications
and Alerts” for online publications. Topics
run the gamut from how to avoid stock fraud to
understanding how margins work to why it’s
sometimes hard to purchase stocks in an initial
Financial dictionary with over 6,000 definitions
and 20,000 links between words.
Sponsored by the Foundation for Investor Education,
this site provides investment guidance for those
who are new to investing, want to find out about
retirement or want to know more about investment
topics that are in the news. In addition to providing
information and calculators (such as a calculator
to tell you if you’re saving enough for
your child’s college education), they also
have quizzes and puzzles that allow you to test
your new-found knowledge.
One of the five most trafficked business sites
on the web, Bloomberg provides investment news
and financial information. Features info on stocks,
currencies, mutual funds, bond data, and commodities.
The economic calendar (found under market data)
shows when key economic reports are due. The section
“Bloomberg University” contains investment
Provides international and US information about
stocks, market data, and investments. Search up
to five years of archived articles. Also contains
special reports on countries or business topics.
When it comes to where to put your money, everybody
has an opinion. Below are some well-respected commentary
Founded on the philosophy that investing can be
fun, the “Fools” provide info on stocks,
personal finance, retirement, mutual funds, and
just about anything else that interests a small
investor. Don’t be ‘fooled’
by the irreverent style. There’s lots of
great information here. The “Fools School”
covers the basics, and the discussion boards are
The site of in-your-face pundit Jim Cramer features
his daily blog, columns from other investment
gurus, and a vast array of financial information.
There’s a list of Cramer essentials, along
with commentary on individual companies and the
market in general. Some parts of the site require
a fee to use.
Well-known Wall Street experts offer an analysis
of the financial world. Includes newsletters and
commentary on stocks, mutual fund profiles, personal
finance, and global markets. A variety of investor
tools and charts are also available.
American Stock Exchange
Contains info on the American Stock Exchange,
including market and historical data, charts and
tools, and news and education.
NASDAQ lists stock quotes, market activity, index
tracking, charts, and comprehensive market data.
NASDAQ is the largest US electronic stock market
and trades more shares than any other US market.
York Stock Exchange
NYSE is the oldest and largest trading exchange
in the United States. Its website contains minute-by-minute
updates on the market's performance. Besides day-to-day
activities, this site provides extensive educational
materials, such as the NYSE Informed Investor
Charts and Technical Analysis:
Provides access to interactive charts, quotes,
industry analysis and intraday stock screeners.
Great site for historical quotes.
Forbes and Barron’s have called this chart
site, the “best one on the web”. Offers
a wide array of chart options.
Contains info on municipal, corporate and treasury
bills. Track bond prices and get market news.
Sponsored by the US Treasury Department, this
is a source for product information and research
on Treasury Securities, from Series EE Savings
Bonds to Treasury Notes. Research and purchase
hold Bills, Notes, Bonds, Treasury Inflation-Protected
Securities (TIPS), and savings bonds.
Morningstar is most known for its coverage of
mutual funds, but the site also covers stock and
variable-annuity investment information. Provides
reliable data, research, analysis, and opinions
on hundreds of mutual funds, stocks, and insurance
products. You will have to register, but it’s
free. There are additional services (premium service)
provided for a fee.
The sites below offer information on socially-responsible
Provides web pages for all those who are interested
in socially and environmentally responsible investing
(SRI), consuming (SRC) and business practices
(CSR). These pages are designed for both novices
and professionals. According to the site, “these
pages are testimony to the fact that none of us
can do well economically without also doing good
socially”. Contains info on Social Funds/Banks,
company profiles, articles and studies, as well
as “how to” guides.
A national nonprofit organization promoting the
concept, practice and growth of socially responsible
investing. Encourages individuals to invest in
their local communities, the environment, human
rights and other causes.
If you’re still not finding what you want,
try these sites. They direct you to links of top
A listing of the best investment sites organized
by topic. Basic questions answered. Easy to use.
Make this an early stop when researching an unfamiliar
area of investing. Provides descriptive summaries
and 20,000 links to the top investing sites on
Index to the Internet
A list of the best Internet sites on all topics.
Try searching for Stocks as a subject.
available through the library:
Databases are available from the Business page of the Find It! section of our website.
Available in the Library:
Materials at the Library
| Please check our catalog for availability
of the following print resources:
Investors Business Daily, and the Wall Street
Business Week, Forbes, and Fortune, just to
name a few
DRIP Investor: This monthly publication,
subtitled "Your Guide to Buying Stocks Without
a Broker", features news articles, a "readers
talk" q & a column, sample portfolios,
selected stock profiles, and the editor's "last
word" column. A comprehensive list of companies
which allow direct investment by individual investors
is included in each month's issues. Included are
each company's toll-free phone number as well
as the minimum dollar investment required.
Value Line Investment Survey:
This is a weekly stock rating service which comes
in three parts- the Summary & Index, the Reports,
and the Selection & Opinion. The alphabetical
index of companies is filed in the front of the
binder. The page number for any given company
refers to the 13 "editions" of reports
filed in the binder. Each report is updated quarterly.
Some 1700 companies are included in Value Line.
The reports are issued quarterly; however the
Summary & Index also provides weekly figures
for each company. The library also receives the
Value Line Small & Mid-Cap Edition which goes
on to cover an additional 1800 companies, mostly
small cap and Nasdaq companies, bringing Value
Line's total coverage to 3500 companies! The last
part, the Selection & Opinion, is just that-Value
Line's take on the market and where it's headed
including in-depth profiles of individual companies
and sample portfolios. Lastly, Value Line includes
industry profiles which can be very useful to
the investor specializing in a particular industry,
like public utilities for example.
S & P Outlook: This weekly
publication features a "rising stars, falling
stars, and new stars" section, weekly stock
buy recommendations, and S & P's view of the
market. Like Value Line, the S & P Outlook
has its own devoted following, most of whom read
The library owns these S&P titles
S & P's Stock Reports - monthly reports
on over 3500 companies with S & P ratings
S & P's Stock Guide
S & P's Bond Guide
Cabot Market Letter: This bi-weekly
features a model portfolio with sell, hold, and
buy recommendations and lots of advice. They also
feature a "stock of the month"!
Morningstar Mutual Funds: This
very popular and well-respected mutual fund rating
service is published bi-weekly and comes in two
parts, the summary and the reports. The summary,
in addition to being the index to the fund reports,
also features selected funds that Morningstar
considers worthy of consideration by today's investor.
It also highlights funds to be wary of. Also included
are lists of the top and bottom performing funds
over a year to date, and the one-year, three-year,
five-year, and ten-year history. The index portion
has updated return percentages and star ratings,
with five stars being the highest rating.
Morningstar FundInvestor: This
is a monthly publication that focuses on mutual
fund portfolio management. Featuring fund news,
fund profiles, and articles about investment strategy,
it is an excellent companion publication to Morningstar
Moneyletter, formerly Donoghue's Moneyletter:
This publication is published twice monthly
and includes current market analysis, a fund "scorecard"
with buy, sell, and hold recommendations based
on investment returns and risk, and fund profiles.
Louis Rukeyser's Mutual Funds: Most
investors will be familiar with the name Louis
Rukeyser. This monthly letter is filled with Rukeyser's
take on the market, including his monthly interviews
with leading fund managers, fund profiles, and
the Rukeyser 100, his listing of the top funds
in the categories of growth, growth and income,
specialty, bond, and municipal bonds.
NoLoad Fund*X and No-Load Fund Investor:
These two monthly newsletters are for
those investors interested in no-load mutual funds,
that is, mutual funds that do not impose upfront
sales charges. They each include articles about
the current market climate as well as a wealth
of performance data for no-load mutual funds of
TheStreet.Com (formerly Weiss Ratings'
Guide): The library subscribes to several
of the well-respected Weiss publications. These
quarterly guides offer alphabetical overall investment
ratings, as well as individual performance and
risk ratings, in an easy-to-read and understandable
Guide to Banks and Thrifts
Guide to Bond and Money Market Mutual Funds
Guide to Closed-End Mutual Funds
Guide to Common Stocks
Guide to HMOs and Health Insurers
Guide to Life, Health and Annuity Insurers
Guide to Property and Casualty Insurers
Guide to Stock Mutual Funds
The library’s subscription to EBSCOhost
includes access to the following
Source Plus provides full text for over
250 journals covering business, management,
economics, finance, banking, investment, and
questions? We have answers!
Researched and Compiled by C. Gottlieb/B.Cronin.
Updated by N. Marino