Investment Profiles
| Online Resources | Description |
|
Investext Plus
(UNC only) |
Also available through Business and Company Resource Center Investext Plus contains research/analyst reports on companies and industries as well as the annual statistical reports of many industry trade associations. It delivers full-text reports in their original published formats, complete with charts, photographs and graphics. It also gives users the same research and analysis used at top investment banks, consulting firms, and law firms to monitor industry trends, track company financials, and research merger and acquisition opportunities. |
|
Morningstar Library Edition
(UNC only) |
Morningstar contains reports on more than 8,000 stocks and 12,000 mutual funds, Analyst Reports on 1,000 stocks and 2,000 mutual funds and Morningstar ratings for stocks and funds. Morningstar contains both stock and fund screeners and a portfolio X-ray tool that helps you look for strengths and weaknesses in a portfolio. Morningstar.com Library Edition has an excellent Help and Education section, accessible from the black bar at the top of the page. |
| SiliconInvestor | Detailed fundamentals on major companies, earnings,
upgrades and downgrades, SEC filings, graphs and the latest news and market commentary, customize
a portfolio. Historical quotes - back to 1975 - that are downloadable into excel. |
|
Thomson ONE Banker
(UNC only) |
Clicking on the "Search For Companies" link in the upper left hand corner provides quick access to company information by geographic area, analyst recommendation, index, sector, and investment style. Other options for searching include sorting companies by financial or stock/earnings criteria as well as searching for individual companies. Historic stock price information is available as well. |
| Online Portfolio Tracking Tools | Description |
| MSN Money | Allows users to track and chart portfolios. Links to current news items affecting individual companies are also provided. Registration required. |
| Yahoo! Finance | Allows users to track and chart portfolios. Historical quote information, news, analyst recommendations, company research, and other features are available at this site as well. Registration is required. |
| Zacks.com | Allows users to track and chart portfolios. E-mail updates alert users to factors that may affect stock price (i.e. recommendation changes, earning estimate revisions, etc.) Registration required. |
| Print Resources | Description |
| ValueLine Convertibles Survey |
The Value Line Convertibles Survey provides a unique, systematic approach
that defines and assesses the performance of convertibles, and ranks
nearly 600 convertibles for potential risk and return, showing you which
make the best buys, and which ones should probably be sold.
Location: Davis Library Reference Desk HG4501 .V243 |
| ValueLine Investment Survey |
Standard and Expanded editions are available at the Reference Desk and
include reports and analysis on 3500 companies. Updated on a rotating
basis so that everything is replaced quarterly. Contains a ten-year
history of 23 statistical factors plus estimates 3 to 5 years into the
future. Received with this service is a weekly "Summary & Index" which
includes a ranking of timely stocks, best/worst performers, highest/lowest
PEs. Also received is a weekly "Selection & Opinion" which gives
views on business and financial outlooks.
Location: Davis Library Reference Desk HG4501 .V26 Previous issues on microfiche 10-9. |
| ValueLine Special Situations Service |
Emphasis is on companies possessing the ability to
generate exceptionally strong earnings growth during the
coming three to five years, irrespective of economic
conditions. Particular attention is paid to firms operating
in high-growth, High-technology markets (the data
communications, computer equipment and software,
electronics, and health care industries are well
represented). Most new recommendations are traded on the
NASDAQ. Promising American Stock Exchange issues are
recommended occasionally as well.
Location: Davis Library Reference Desk HG4050 .V33 |
For additional assistance in this area, contact:
Rita W. Moss, Business and
Economics Librarian
Email: moss@unc.edu
Can't Find What You Are Looking For? How Can We Help You?
E-mail Reference questions to our e-mail reference service
Suggestions on Library Services? Give us your feedback.
URL: http://www.lib.unc.edu/reference/busecon/industry/iprofile.html
This page was last updated Monday, August 07, 2006.