3 – Internet Resources and Services for International Finance and Investment
    025.06332 Jiao (SP)
    Broken down by country, this directory of Internet resources lists sites by topic and provides detailed annotations. Indices include subject, country, and web site title.

13 – Weiss Ratings’ Guide to Common Stocks
    332 Weiss (SP)
    Offered as an alternative to ValueLine and Standard & Poor’s, Weiss tends to be tougher on stocks than either of them (and also completely free of conflict of interest). The guide contains numerous sections – general listing providing basic statistics and ratings; a list of the top 200 common stocks; a list of the bottom 200 common stocks; the 100 best and worst common stocks rated by performance; the 100 best and worst common stocks rated by risk; the top-rated common stocks by risk category; the top-rated common stocks by industry; and an appendix that includes information useful in understanding how investment works.

14 – Dictionary of Finance and Investment Terms
    332.0321 Downes (SP, MK, DR, MY)
    Basic, concise, and thorough (over 3,000 terms), this dictionary provides a succinct definition of terminology in the areas of stocks, bonds, banking, corporate finance, taxation, and many other areas.

15 – Encyclopedia of Banking & Finance
    332.1 Munn (SP)
    332.0321 Munn (KL)
    332.103 Fitzroy (MK)
    This publication is considered the standard authority in its field and has been published continuously since 1924. Containing over 4,100 definitions of banking, business, and financial terms, this encyclopedia also provides in-depth entries that detail the historical background, recent trends, and applicable laws and regulations. Numerous illustrations, charts, and tables are interspersed throughout the exceedingly well cross-referenced text.

17 – Thorndike Encyclopedia of Banking and Financial Tables
    332.3 Thorndike (SP, KL, KR)
    This resource is a compilation of tables in six areas: loan payment and amortization; compound interest and annuity; interest; savings and withdrawal; installment loan, leasing, and rebate; and investment. Prior to each table, there will be a synopsis of interest rates, terms, and other data followed by an explanation of how the table is to be used and several examples of how the table may be used in specific circumstances.

19 – Mergent Bond Record
    332.6323 Mergent (SP)
    Monthly publication that offers a comprehensive review of more than 68,000 issues including corporate, convertible, government, municipal, industrial, development/environmental control revenue, and international bonds. Also includes structured finance and equipment trust issues, medium-term notes, preferred stocks, and commercial paper issues. For comparison, the prior year’s history of corporate and municipal bond rating activity is also provided.

20 – Mergent Manuals (Moody’s Manuals)
    332.6 Mergent
        Bank and Finance (SP, KL)
        Industrial (SP, KL)
        International (SP, KL)
        Municipal and Government (SP)
        OTC Industrial (SP, KL)
        OTC Unlisted (SP)
        Public Utility (SP)
        Transportation (SP)
    Published annually and updated weekly through a series of news reports online and in print, these various manuals provide information on over 25,000 U.S. and non-U.S. corporate entities and over 8,500 municipal and government securities issuers. In general, entries for companies include a short history, a description, number of employees, information on the business's buildings, information on subsidiaries, key officers, detailed financial information, and a myriad of other miscellaneous facts (annual meeting dates, legal counsel, etc.). The manuals that focus on government entities report items such as tax allocations, revenues and expenditures, etc.

21 – Standard & Poor’s Dividend Record
    332.6 (SP)
    Provides a record of the previous year’s dividend payments for "virtually all publicly owned American and Canadian preferred and common shares." Also included is a section giving information on the tax status of dividends of securities "offering favorable tax treatment."

22 – Wall Street Words
    332.603 Scott (SP, KL, MY)
    This little book has a lot to offer: almost 4,000 terms are defined; investment tips from industry experts; case studies that illustrate specific terms and give a better understanding of how the concept operates in the "real-world"; and an explanation of the terminology used to describe technical charts.

23 – Investment Statistics Locator
    332.6097 Chapman (SP)
    Locating a specific statistic (especially in the world of investments) can be exceedingly difficult. This resource indexes twenty-two of the leading sources for investment statistics in one place, allowing the user to quickly locate the best resource for the desired information. Headings are arranged in alphabetical order with subheadings beneath and divisions provided for various frequencies (monthly, weekly, annually, etc.).

24 – Standard & Poor’s Corporation Records
    332.62 Standard (SP, KL, MK, CP, DR, KR)
    Contains descriptions of publicly held corporations. Each entry contains a section for capitalization, a short corporate background, stock data, and earnings and finances. Cumulative news items are also contained in each update.

25 – Mergent Industry Review
    332.63 Mergent (SP)
    A statistical resource that contains financial information, operating data, and ratios for over 2,900 companies. The entries are organized by industry, and each industry contains a table of comparative statistics. Also included in each industry's entry are rankings of companies in the following categories: revenues, profitability, operating profit margin, net income and return on capital, market evaluation of the stock, price/earnings ratio and yield, and price behavior of the stock.

26 – The Outlook (Standard & Poor’s)
    332.63 Standard (SP, MK, KL)
    The oldest continuously published investment newsletter in the country. Worthwhile because of it provenance and the MANY statistical tables that are provided. Available online through Standard & Poor’s NetAdvantage.

27 – The International Guide to Securities Markets Indices
    332.632 Internati (SP, KL)
    Contains descriptive profiles and historical performance data on 400 of the world’s leading global, regional, and local securities market indices and subindices. Specific information provided includes: number of stocks; selection criteria; brief history; base date; computation methodology; and publisher.

28 – Walker’s Manual of Unlisted Stocks
    332.632 Walker’s (SP, KL, MY)
    Unlisted stocks have been called quiet, secret, and hidden. This resource presents information difficult to obtain anywhere else – contact information, financials, a brief history, and commentary on these increasingly popular companies.

29 – Directory of Companies Offering Dividend Reinvestment Plans
    332.6322 Directory (SP, KL, MK, CP, DR, KR, MY)
    Dividend Reinvestment Plans (DRP’s) are plans in which dividends are invested in stock rather than being paid to stockholders. This directory lists companies that participate in DRP’s and includes: company name; S&P Ranking (when available); address; costs; purchase limits; and possible restrictions.

30 – Handbook of Common Stocks
    332.6322 Mergent (SP)
    Quarterly publication that provides performance trends and financial summaries (key financial data, histories, company descriptions, stock price charts, dividend payments, discussions of recent developments and short/long term price scores) on over 950 NYSE and AMEX companies considered to be of the highest interest to investors. A tabular section at the end of each handbook provides more limited information on all NYSE companies that are not given full coverage.

31 – Walker’s Manual of Penny Stocks
    332.6322 Walker’s (SP, KL)
    Why are they called penny stocks? Well, their value is under $5. Similar to Walker’s Manual of Unlisted Stocks, this publication provides information difficult to obtain on companies that are often overlooked when people are assembling their investment portfolios.

32 – Weiss Ratings’ Guide to Bond and Money Market Mutual Funds
    332.6323 Weiss (SP)
    The format is identical to the Ratings’ Guide to Common Stocks, but covers bond and money market mutual funds.

33 – Unit Investment Trusts (Mergent)
    332.6327 Mergent (SP)
    Provides principal/interest payment data on more than 38,000 payment options – monthly, quarterly, semi-annually, and annually, as they become available.

34 – Value Line Mutual Fund Survey
    332.6327 Value (SP)
    A source for rating mutual funds. Each fund’s entry features a short commentary divided into sections about recent developments and management style and includes information about the fund’s portfolio and past performance. Value Line also gives the fund an overall rating and a risk rating.

35 – Commodity Trading Manual (Chicago Board of Trade)
    332.644 Commodity (SP, KL)
    Comprehensive, yet very readable, introduction to the futures industry covering topics from the development of futures markets to an explanation of how futures exchanges operate.

36 – Investment Companies Yearbook
    332.67 CDA/Wiese (SP)
    "An annual compendium of information about mutual funds, closed-end funds, and variable annuities…a complete explanation of their functions and how investors can use them… data on the background, management policy, and salient features of all leading companies… management results, income and dividend records, price ranges, and comparative operating details."

37 – Directory of Obsolete Securities
    332.67 Directory (SP)
    Provides brief profiles of banks and companies that have undergone a change in identity due to one or more of the following: change in name; merger; acquisition; dissolution; reorganization; bankruptcy; or charter cancellation. Whenever possible, an indication is given as to whether the stock has any remaining value.

40 – Standard & Poor’s Stock Reports
    332.67 Standard (SP, KL, MK)
    This publication provides comprehensive coverage of 4000 companies traded on the 3 major U.S. exchanges. Formerly a loose-leaf publication with separate volumes for each stock exchange it is currently published about every 6 weeks as a soft-cover. While the emphasis is on factual analysis, each company is given a rank, from A+ to D. It also includes a business summary with outlook, a business profile, operational review, key stock statistics, balance sheet information, income statement analysis, and per share data for the past 10 years.

41 – Value Line Investment Survey (Basic & Expanded)
    332.67 Value (SP, KL, MK, CP, DR, KR, MY)
    A source that provides information about various stocks. Included in the entry for each stock is a brief commentary, past performance, financial information about the company, current information about the stock’s price, price-earnings ratio, and dividend yield. Also included are Value Line’s Timeliness, Safety, and Technical Ratings. The Expanded edition of the Value Line Investment Survey covers small- and mid-cap stocks that are not included in the regular edition.

42 – Barron’s Finance & Investment Handbook
    332.678 Downs (SP)
    This handbook provides concise yet detailed information on every aspect of the finance and investment world. The first section contains information on thirty personal investment opportunities – what they are, what the risks are, tax considerations, economic considerations, and what objectives the individual investments are designed to meet. Additional sections cover: how to read financial reports; how to read financial pages; an extensive dictionary of terms related to finance and investment; and a section covering ready reference information (sources of information and assistance, listings of mutual funds and publicly traded companies, and extensive historical data).

44 – Mergent Dividend Record
    332.678 Mergent (SP)
    Reports on dividends paid by individual stocks and by mutual funds. Each entry contains the declared date, the ex-dividend date, the date of record, and the date payable.

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Initial Version - 01/14/04
Last Update - 01/26/04