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Home | Online Resources: Link to a Topic | Financial/Investment

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” section.

MSN Money Central
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.

Yahoo Finance
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.

Annual Reports:
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.

Need Help?
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 “alligator spread”.

SEC Investor Information
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 public offering.

Financial dictionary with over 6,000 definitions and 20,000 links between words.

Path to Investing
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.

Market News:

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 tutorials.

Financial Times
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.


Commentary Sites:
When it comes to where to put your money, everybody has an opinion. Below are some well-respected commentary sites:

Motley Fool
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 lively.

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.


Stock Indexes:

The 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.

New 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 Series.

Charts and Technical Analysis:

Provides access to interactive charts, quotes, industry analysis and intraday stock screeners. Great site for historical quotes.

Prophet Finance
Forbes and Barron’s have called this chart site, the “best one on the web”. Offers a wide array of chart options.


Bonds Online
Contains info on municipal, corporate and treasury bills. Track bond prices and get market news.

Treasury Direct
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.

Mutual Funds:

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.

Social Investing:
The sites below offer information on socially-responsible investing

Good Money
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.

Social Investment Forum
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.

Misc. Sites:
If you’re still not finding what you want, try these sites. They direct you to links of top investment sites.

Superstar Investor
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 the Internet.

Librarians’ Index to the Internet
A list of the best Internet sites on all topics. Try searching for Stocks as a subject.

Databases available through the library:

Databases are available from the Business page of the Find It! section of our website.

Print Resources Available in the Library:

Financial Materials at the Library

Please check our catalog for availability of the following print resources:
Newspapers: Barron’s, Investors Business Daily, and the Wall Street Journal
Magazines: 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 both.

The library owns these S&P titles as well:
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 Mutual Funds.

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 all categories.

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 format.

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 database: Business Source Plus provides full text for over 250 journals covering business, management, economics, finance, banking, investment, and much more.


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Researched and Compiled by C. Gottlieb/B.Cronin. Updated by N. Marino

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