Finance & Investment

Websites
Reference
Periodicals
Databases
Catalog

Websites

The websites listed are not the only websites available for finance or investment information. For a complete list of websites recommended by the business librarian, please refer to the master list found in the Recommended Websites section of our business and public management webpages.

  • Big Charts
    www.bigcharts.com

    This is a free site that provides access to professional-level research tools such as interactive charts, quotes, industry analysis and intraday stock screeners, as well as market news and commentary.

  • Morningstar
    www.morningstar.com

    Morningstar provides insightful information on stocks, mutual funds, variable annuities, closed-end funds, and over 500 college savings plans.

  • Motley Fool
    www.fool.com

    This site strives to educate, amuse and enrich individual investors through its multimedia financial education company.

  • Treasury Direct
    www.savingsbonds.gov

    This site offers product information and research across the entire line of Treasury Securities, from Series EE Savings Bonds to Treasury Notes. The new TreasuryDirect accounts offer Treasury Bills, Notes, Bonds, Inflation-Protected Securities (TIPS), and Series I and EE Savings Bonds in electronic form in one convenient account.

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Reference

The following list of titles may be found in the Business Reference Department of the Spencer Road Branch Library. To locate other print resources on finance and investment, please search the library's catalog.

Morningstar Mutual Funds
BR 332 Morningstar

The standard source for mutual fund ratings. The entry for each mutual fund provides the fund's objective, the fund manager's credentials, past performance figures, comparisons to the performance of various indexes, a tax analysis, a risk analysis, an analysis of the fund's portfolio, an overall fund analysis, and Morningstar's exclusive numerical fund rating. A major portion of the information contained within this publication is also available online at the following: www.morningstar.com.

Weiss Ratings' Guide to Common Stocks
BR 332 Weiss

Offered as an alternative to ValueLine and Standard & Poor's, Street.com 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.

Value Line Investment Survey (Basic & Expanded)
BR 332.67 Value

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.

Street.com Ratings' Ultimate Guided Tour of Stock Investing
BR 332 Weiss

This book provides information on investing to the novice investor. Ratings on stocks, an investment glossary, and strategies on investing are given in this book.

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Periodicals

The following is a list of financial newsletters to assist with investing concerns. Next to the title, you will see where they are found at the Spencer Road Branch in itallics.

Chartist Spencer Road Branch Reference Desk

Growth Stock Outlook:
Junior Growth Stocks

Spencer Road Branch Reference Desk
Hulbert Financial Digest Spencer Road Branch Reference Desk
Kiplinger Letter Spencer Road Branch Magazines
Morningstar Mutual Fund Values Index & Newsletter Spencer Reference Collection: BR 332
Morningstar Stock Investor Spencer Reference Collection: BR 332
Standard & Poor's Outlook pencer Reference Collection: BR 332.63
Successful Investing Spencer Road Branch Reference Desk

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Databases

The library district subscribes to several online databases that may help you with your research. Those with a "Remote Access" button can be used from your home computer with a valid library card.

Following the link to the electronic databases will take you out of the Business & Public Management web pages and into the main library pages.

Go to the library's Electronic Databases for Business & Public Management to find the databases purchased specifically to support business services.

For information regarding finance and investment, you may want to try Standard & Poor's Net Advantage or the Wall Street Journal.

These are not the only databases available to assist you, please check out the entire list of databases to see if there is something that better meets your needs.

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Catalog

When searching the catalog for books on accounting you may want to do a subject or title keyword search using one or more of the following terms:

  • finance
  • investment analysis
  • investments
  • real estate investment
  • saving and investment
  • Click here to begin searching the library's catalog.
    Following the link to the library's catalog will take you out of the Business & Public Management web pages and into the main library pages.

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    Click here to return to Business & Public Management "Research Guides".


    Please email questions and comments to Trevor Rees: trees@stchlibrary.org.

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    Last Update - 11/2/07