This guide has been created to highlight resources most commonly used by those studying the following aspects of finance: corporate finance, investing, international finance, and managerial finance. Those interested in quantitative data should review the research resources offered both from the library and the Department of Finance.
Provides company, industry, and country reports for active and inactive, public and some private companies. Reports provided in PDF and can be exported as Word or Excel files. It includes 15 years of financial statement. Now includes the Mergent Horizons and Investext Snapshot databases.
Investext provides reports and analysis of companies, industries, products, and markets written by analysts at investment banks and independent research firms. The reports, provide insight, including forecasts and opinions. This collection provides access to the latest three reports on more than 40,000 publicly-traded companies and the two most current reports on 125 industries.
Value Line provides full-text reports in HTML and PDF on investments, businesses, and industries. Major reports available include the Investment Survey, Mutual Fund Survey, Fund Advisor, Convertibles Survey, and ETF Survey. Most sections offer the latest few months of reports. It also provides delayed stock quotes, company news, market updates, portfolio tracking with alerts, and educational articles.
We have access to several reports/publications on this site:
The Value Line Research Center includes on-line access to Value Line's leading publications covering stocks, mutual funds, options and convertible securities as well as special situation stocks.
The Value Line Investment Survey online is one of the most highly regarded and widely used independent investment newsletters. Published weekly, it tracks approximately 1,700 stocks in over 90 industries. Its legendary Timeliness Ranking System ranks stocks on a scale of 1 to 5 for probable market performance over the next 6 to 12 months.
The Value Line Mutual Fund Survey® for Windows® (Software & Weekly Updates) is a data/software service which includes extensive capabilities for viewing, sorting, screening, graphing, and preparing reports on mutual funds in the Value Line universe. It presents full data on approximately 13,000 funds, with monthly updates. Users also can access weekly performance updates online.
The Value Line Fund Advisor is the essential, one of a kind, mutual fund investment guide that no investor wants to be without. Don't be overwhelmed trying to choose from thousands of funds. We'll help you determine your risk tolerance and time horizon, and use this information to recommend a model portfolio of funds that is right for you.
The Value Line Daily Options Survey delivers interactive daily analysis and rankings of more than 200,000 Stock and Stock Index Options - now with Bid and Ask Prices and Evaluations. Also included is access to Value Line's powerful Online Options Screener.
The Value Line Special Situations Service is designed for investors seeking investment ideas in small cap stocks that span the range from aggressive to income oriented. Value Line's team of special situation analysts maintains a constant search for the very best small cap companies," sifting through hundreds of annual and interim reports, prospectuses, SEC filings, and press releases in their quest. Published monthly, each issue features two new recommendations; an agressive stock from a high-growth industry, and a conservative stock from a more stable industry that may pay dividends.
The Value Line Convertibles Survey provides a unique, systematic approach to assessing the performance of convertibles, ranking over 600 issues for potential risk and return, showing you which convertibles make the best buys, and which ones should probably be sold.
Value Line Select provides subscribers a 15- to 20-page detailed report recommending a specific stock, on a monthly basis. The portfolio manager and the Select committee, composed of senior research personnel, meet regularly to discuss and identify high-quality companies whose stocks have superior total return potential. Once a stock is recommended, subscribers are kept abreast of developments through Supplementary reports that include updated Buy, Hold, or Sell recommendations.
Value Line ETF Professional Solution is a comprehensive online resource offering data, tools, analysis, and education on all ETFs listed in the United States and Japan. Provided in the ETF Survey is Value Line’s proprietary Ranking System which quantitatively evaluates and ranks each ETF based on actual and known data. As the number of ETFs available continues to grow and the complexity of these funds increases, the Value Line ETF Survey will allow users to easily navigate toward the funds that best match their investment needs.
Key Business Ratios provides data on public and private companies, including solvency ratios, efficiency ratios, and profitability ratios. Yearly reports are added the following 4th quarter.
Mergent BondViewer indexes reports and data on U.S. taxable bonds, municipal bonds, and retail notes. Reports can be exported as HTML, PDF, Word, and Excel files. 1980s-present.
Our subscription entitles access to the following data module products:
Mergent's Event Data provides on-going updated information on stock-splits, mergers, tender offers, partial/full calls, and name changes in almost real time. You can research 10 years of corporate actions, dividends, fixed income, and unit investment trust data
Wharton Research Data Service provides business data. It includes stock exchange (market-wide and company specific), balance sheet (company specific), income statement (company specific), bank, and macro economic information. CRSP (security prices), Compustat (financial, statistical, marketing information), I/B/E/S (earnings estimates), Dow Jones Averages (stock index data), FDIC (financial data), PHLX (Philadelphia Stock Exchange data), IRRC (Investor Responsibility Research Center), NYSE TAQ (trades and quotes), TRACE (corporate bond market prices), and CISDM Hedge Fund/CTA Database.
Access limited to VT faculty and PhD students; you must first submit an account request.
Wharton Research Data Services (WRDS) is a web-based business data research service from The Wharton School at the University of Pennsylvania. Developed in 1993 to support faculty research at Wharton, the service has evolved to become a common tool for research for over 290 institutions around the world.
To use WRDS, you must first submit an account request.
WRDS is the de facto standard for business data, providing researchers worldwide with instant access to financial, economic, and marketing data though a uniform, web-based interface. This hosted data service has become the locus for quantitative data research and is recognized by the academic and financial research community around the world as the leading business intelligence tool.
Business Source Complete is a citation, abstracts, and full-text database that indexes journals; books; financial data; reference works; conference proceedings; company, industry, investment, marketing, and country reports; SWOT analyses; and case studies. Full text is provides as HTML and PDF. You can limit to peer-reviewed sources. 1886-present; most content is 1980s-present.
Business Source Complete is a scholarly business database, providing the leading collection of bibliographic and full text content. As part of the comprehensive coverage offered by this database, indexing and abstracts for the most important scholarly business journals back as far as 1886 are included. In addition to the searchable cited references provided for more than 1,300 journals, Business Source Complete contains detailed author profiles for the 40,000 most-cited authors in the database. Journal ranking studies reveal that Business Source Complete is the overwhelmingly superior database for full text journals in all disciplines of business, including marketing, management, MIS, POM, accounting, finance and economics. Additional full text content includes financial data, books, monographs, major reference works, book digests, conference proceedings, case studies, investment research reports, industry reports, market research reports, country reports, company profiles, SWOT analyses, faculty seminars (videos), and more.
ProQuest One Business combines multiple ProQuest business information databases to a total of more than 130 million documents. It contains more than 2,400 journals and magazines, several hundred news sources, thousands of ebooks and videos, and hundreds of thousands of reports from renowned publishiers such as J.P. Morgan, Economist Intelligence Unit, Oxford Economics, Hoovers, and others. ProQuest One Business indexes citations, abstracts, and full text news articles, market and SWOT analyses, industry reports, country reports, downloadable data sets, dissertations, business cases, working papers, annual reports from North American companies, and company profiles and histories.
ProQuest developed a new business subject thesaurus as well as a new corporation thesaurus for ProQuest One Business. All documents included in this collection were reindexed, using these new thesauri. In addition, all company, industry and country reports were reindexed allowing you to limit your search to specific content that must appear in the reports like e.g. a SWOT analysis or a financial forecast. This makes it significantly easier to get more precise and relevant results.
For several thousand companies ProQuest One Business offers special portal pages - so called Company Overviews - and each of these pages provides you with direct access to different types of material for the respective company:
Company Overview
Recent News from Major Publications
Company Reports (grouped by type of information)
All Content for this Company (a bibliometric graph)
Scholarly Journal Articles
Magazines and Trade Journal Articles
Related Companies in this Industry
Factiva provides full-text news articles and business/industry information from newswires, newspapers, business and industry magazines, television and radio transcripts, financial reports, and photos from news services. Most content is HTML, though other formats are available for export. News sources 1979-present; financial data 1960s-present.
Factiva provides full-text news articles and business information. From the Search tab, use the Free Text search box to explore an archive of over 50 years of news and other sources.
From the News Pages tab, you can browse current issues of major newspapers and business magazines from around the world.
From the Companies/Markets tab, you can research competitors, suppliers, customers, and partners through market data, interactive charts, financial statements, and more for individual companies or industries. Data includes current and historical pricing on a variety of financial instruments like stocks, funds, currencies, and market indexes.
MarketLine provides searchable company, industry, and country information. Includes industry profiles (with size, segmentation, and competitive analysis); company profiles of 50,000 public and private companies; country profiles; three databases (base drivers, consumer markets, financial deals); as well as news, comment, and analysis.
IBISWorld provides 3 types of business reports: Industry Market Research: Reports (PDF) on over 700 US industries arranged by 5-digit NAICS code, typically 25-50 pages in length with executive summaries, updated regularly; Business Environment: Data and analysis (PDF and Word) on 200+ economic and demographic statistics, around 300 key business environment indicators; and Specialized Industry Reports of over 600 titles also arranged by NAICS code that contain the same chapters and format as the Core US Industry Reports, but encompass niche and emerging industries with a focus on technology, healthcare, consumer goods, and other fast-growing sectors.
IBISWorld provides a comprehensive collection of industry market research reports. Industry Research Reports are powerful business tools that provide strategic insight and analysis on over 700 U.S. industries. Each industry report is written at the 5-digit NAICS level - an unparalleled degree of detail. The reports are updated frequently, which gives you the confidence to make accurate and speedy business decisions.
Each report includes 9 chapters, and 34 sub-chapters that provide insight into current and forecast industry performance, changing trends, operating conditions and supply chain linkages.
Every industry faces a set of variables outside its control that have a material effect on industry performance. These factors, which include exchange rates, commodity prices, consumer attitudes, weather conditions, government policies among others are covered by our extensive range of business environment reports. Understanding these factors makes it easier to predict trends for your business and competitors.
So, what are the key factors outside the control of your organisation that determine the performance of your industry? Find out in our brief summaries within our industry research reports, or use our business environment reports as a supplement to acquire a deeper understanding of these trends. Our two-to-three-page business environment reports provide insights into all the demographic, environmental and business trends that you can’t afford to ignore.
Mergent Horizon provides reports about companies and industries. Comprehensive coverage is provided for all companies that are actively traded on the NYSE, AMEX and NASDAQ--over 6,200 in total, with enhanced product-level detail for 3,700 companies in the healthcare, technology, media, and finance sectors.
The Global Financial Database provides long-range financial data on stocks, bonds, bills and other macro instruments. Financial and economic data series are assigned nine metadata descriptors: Series ID; Description; Start date; End date/most recent; Periodicity; Country/territory; Currency; Series type (eg. government bond yields) and GFD sector designation (eg. equity). We have access to the GFDatabase and the GFD Indices. Medieval times to present. Register online with your vt.edu email address, then receive an email with your login name and password.
Series include:
Asset Allocation from the 1800s to present
Commodity data from 1252 to present
Economic data (general) from the early 1200s to present
Equities from 1694 to present
Exchange rates from the 1200s to present
Fixed income from the late 13th century to present
Inflation from 1209
National accounts and GDP from 1790 to present.
UN Comtrade provides standardised official annual trade statistics reported by countries and reflects international merchandise flows detailed by commodity and partner country with coverage reaching up to 99 percent of world merchandise trade. 1963-present
All current Virginia Tech students, faculty, and staff, regardless of your location, may request through ILLiad for materials:
not owned by Virginia Tech (books, articles from journals and conference proceedings, book chapters, standards, and technical papers)
owned by Virginia Tech but are unavailable for use (print books)
owned by Virginia Tech and available in print (scans of articles from journals and conference proceedings, book chapters, standards, and technical papers)
We ship requests via UPS to users outside the immediate Blacksburg area (Montgomery, Giles and Pulaski counties).
Articles, book chapters, and many technical papers are delivered in PDF format to your ILLiad account. Occasionally, due to copyright restrictions, a paper copy of an article or standard is held for your at the Newman User Services Desk or sent o the mailing address listed on your account.
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