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.
The Regional Business News database indexes abstracts, citations, and full-text articles from journals, trade publications, newspapers, and radio and TV news transcripts in the field of business and economics. 1969-present.
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.
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.
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.
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.
ABI/Inform 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. You can limit searches to peer-reviewed journals. Full text provided in HTML and PDF. 1971-present.
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.
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.
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