Selected Resources for Research in Investment Profiles,Reference Department, Davis Library

Selected Resources for Research in Investment Profiles

Online Resources	Description
Factiva (UNC only)	Users can access thousands of company reports. Information can be searched by keywords, company names, ticker symbols, industries, or designated subject terms. The service also provides current and historical stock quotes, interactive charts, various performance measures, and company contact information.
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.
LexisNexis Academic (UNC only)	Investment information is available in the Business section of this database. First click on Business at the left and then again at the left - investigate both Company Profiles and also Company Financial. After entering either section click on the sources button to get the list of resources contained in the section - you can choose one or more of these and click "pate to search" - this will add these names to your search. Some resources in these sections include: Hoover's Company Profiles, Bankruptcy Reports, Nelson's Company Research Reports and Zack's Consensus Earnings Projections.
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.
SiliconInvestor	Detailed fundamentals on major companies, earnings, upgrades and downgrades, the latest news and market commentary, customize a portfolio.
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 more Business and Economics Assistance,
Please contact Rita W. Moss, Business and Economics Librarian
moss@unc.edu
(919)962-1151

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