All units of the NYPL will be closed July 4.
The Financial Services Collection is located on the lower level of SIBL. The latest editions of various print resources are arranged alphabetically on the shelves between the copy centers. For historical information, please use the titles provided to search the catalog for a detailed listing of SIBL’s holdings. Most of our Financial Services resources may also be accessed electronically in the Electronic Information Center. Stand alone Bloomberg Terminals are located in the Electronic Information Center, and allow access to significant amounts of market and financial information.
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SIBL FINANCIAL SERVICES COLLECTION ALPHABETICAL LIST
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| Frequency: D= Daily; SW= Semiweekly; W= Weekly; BW= Biweekly; SM= Semimonthly; | ||
| M= Monthly; Q= Quarterly; SA= Semiannual; A= Annual | ||
| Titles | Status | Frequency |
| Annual Guide to Stocks | Current | A |
| Annual Guide to Stocks. Agents Section | Current | A |
| BankRatings Guide | Current | M |
| Bond Guide | Current | M |
| CRB Futures Perspective | Current | W |
| Capital Changes Reporter | Current | Irregular |
| Commercial Paper Guide | Current | M |
| Handbook of Common Stocks | Current | Q |
| Handbook of Internet Stocks | Current | A |
| Handbook of NASDAQ Stocks | Current | Q |
| International Corporate Acquisition Guide | Current | A |
| International Corporate Entity Name Change Guide | Current | A |
| Market Charts Inc. (Stock reports) | Current | BW |
| Mergent Bond Record | Current | Q |
| Mergent's Industry Review | Current | M |
| Moneyletter (Ashland, Mass.) | Current | BW |
| Monthly Stock Summary | Current | SM |
| Morningstar Mutual Funds | Current | M |
| Morningstar Mutual Funds Resource Guide (at McGraw Desk) | Current | BW |
| Morningstar Variable Annuity/Life Performance Report | Book | Not Applicable |
| NASDAQ Symbol Book | Current | M |
| NQB Semi-annual Bond Summary | Current | Q |
| NQB Semi-annual Stock Summary | Current | SA |
| Securities and Investments Quarterly | Current | SA |
| SNL Quarterly Thrift Digest | Current | Q |
| SNL Real Estate Securities Quarterly | Current | Q |
| Specialty Finance Quarterly | Current | Q |
| SRC Blue Book of 12-year NYSE Charts | Current | Q |
| SRC Green Book of 5-Trend 35-year Charts | Current | Q |
| S & P Corporation Records Descriptions | Current | A |
| S & P Corporation Records. Current News Edition | Current | M |
| S & P Corporation Records. Daily News Section | Current | M |
| S & P Creditweek | Current | D |
| S & P Global Ratings Handbook | Current | D |
| S & P Industry surveys. Monthly Investment Review | Current | W |
| S & P Stock Reports. NYSE | Current | M |
| S & P Trendline Current Market Perspectives | Current | M |
| Stock Market Encyclopedia | Current | M |
| Value Line Daily Options Survey | Ceased | Not Applicable |
| Value Line Investment Survey | Current | Q |
| Part 1: Summary/Index (at McGraw Desk) | Current | Q |
| Part 2: Ratings/Reports | Current | W |
| Part 3: Selection/Opinion | Current | W |
| Value Line Investment Survey. Small and Mid-cap ed. | ||
| Part 1: Summary/Index (at McGraw Desk) | ||
| Part 2: Ratings/Reports | ||
| Value Line Mutual Fund Survey | Current | W |
| Part 1: Performance/Index (at McGraw Desk) | ||
| Part 2: Ratings/Reports | ||
| Part 3: Advisor | Current | BW |
| Weiss Ratings' Guide to Stock Mutual Funds | Current | Q |
| Weiss Ratings' Guide to Bond and Money Market Mutual Funds | Current | Q |
| Zacks Earnings Forecaster | Current | Q |
| On catalog display: | ||
| Morningstar Variable Annuity/Life Performance Report = Variable Annuity/Life Performance Report | ||
| S & P Dividend Record = Dividend Record | ||
| Zacks Earnings Forecaster = Earnings Forecaster | ||
Investext Plus (EIC)
Articles and Statistics. Search this database to find investment, company & industry reports from over 500 brokers in North America, Europe, Asia/Pacific, Latin America, Africa and the Middle East. Search by company, industry, or keyword. 1997 to current month.
Morningstar StockInvestor
Monthly. Latest 6 issues in the Financial Services Section. May 1998- in JBM 98-530.
Review of Morningstar Bellwether Watchlist.
Morningstar Library Edition (EIC)
Access Morningstar financial reports, screening, analyst reports and portfolio screening. Use the Help & Education link to access information about this database and online course modules on investing.
Standard & Poor's Net Advantage (EIC)
Statistics and Articles. Includes Bond Guide, Corporation Records, Dividend Record, Earnings Guide, Industry Surveys, Mutual Fund Reports, The Outlook, Standard & Poor's Register, Stock Guide, and Standard & Poor's Stock Reports. Updated: Weekly.
Value Line Investment Survey
Weekly. Pt.1 (Summary/Index) at McGraw Desk. Pt.2(Selection/Opinion), Pt. 3(Ratings/Reports). Current cycle in Financial Services Section. Earlier issues available in microform in Call #*XLF – 439, 1980-March 2, 2001 or electronically (see below). Paper issues, March 2001- on stack 3.
Value Line Investment Survey (Small and Mid-Cap Ed.).
Weekly. Pt 1(Summary/Index) at McGraw Desk. Pt.2 (Ratings/Reports), Pt. 3 (Selection/Opinion). Current year in Financial Services Section. Earlier issues in microform and CD-Rom. Library has: March 8, 2002- in paper on stack 3.
Continues: Value Line Investment Survey (Expanded Ed), March 1995-March 1997, in *XLE-439; printed issues for March 1997- February 2002 on stack 3.
Value Line Investment Survey (EIC)
Statistical database. Provides capabilities for viewing, sorting, screening, graphing, and preparing reports on 1,700 individual equities. The survey gives ranking on over 200 search fields, including earnings estimates, appreciation potential, annual financial data, and business ratios. The database includes the ability to view and print the actual full-page research reports from the Value Line Investment Survey print publication.
Annual reports before 1956 are in hard copy and are found in the Dictionary Catalog of the Research Libraries (by the corporate name); 1956-1968 (microcard); 1969-1977, 1996 (microfiche) are in call number *XLF-456. Recent annual reports are available also from the web sites of many publicly-held companies.
The American Stock Exchange (http://www.amex.com/)
Publications Department
86 Trinity Place
New York, NY 10006
Telephone: 212-306-1000
Carol—Company Annual Reports On-line (http://www.carol.co.uk)
On-line service offering direct links to the Company Annual Reports (including financial statements) of listed companies in Europe and the USA. Balance Sheet and Profit and Loss Statements.
Mergent Online (EIC)
Reports, and Statistics. Information on more than 21,000 US and international companies, including 10,000 NYSE, AMEX and Nasdaq exchange companies. All SEC (EDGAR®) filings and domestic and international annual reports from 1996 - present are included. 15 Years of Financial Statements available. Updated: Weekly.
The New York Stock Exchange Library (http://www.nyse.com/)
20 Broad street, 7th Floor
New York, NY 10005
Telephone: 212-656-5060
The Securities Exchange Commission (http://www.sec.gov/)
All publicly held companies are required to file annual financial reports with the Securities and Exchange Commission (SEC). 10-K reports are available in microform from 1978 to 1996 in the call number *XLF-456. Microform 10K's for the years 1991 thru 1996 can be found in the Microform Reading Room.They are available on Mergent Online (EIC) from 1996 to date; and through the SEC's EDGAR database. Complete retrospective 10-K reports are only available from the Security and Exchange Commission in Washington, DC, Telephone: 202-942-8090.
SEC's EDGAR Database http://edgar.sec.gov/
bond ratings
convertible bonds
coupon & maturity
interest & payments dates
yield to maturity
bond prices
bond education
Mergent Manuals (previously Moody's Manuals)
Moody's Manuals include Bank & Finance, Industrial, International, Municipal & Government, OTC Industrial, OTC Unlisted, Public Utilities, Transportation. Publication date varies from 1909- to date. Annual, with weekly or twice-weekly news issues. It summarizes information found in annual reports, 10-K's, and news services. It also includes income statements. Current issues are located in the open shelf collection- search the catalog for exact Call # for various titles and dates.
Mergent Online (EIC)
Database of statistics and information on more than 21,000 US and international companies, including 10,000 NYSE, AMEX and Nasdaq exchange companies. Includes information on long term debt issues of each company and a snapshot of each issue with ratings. All SEC (EDGAR®) filings and domestic and international annual reports from 1996 - present are included. Updated: Weekly.
Standard & Poor's Corporation/Bond Guide
Monthly. Lib. has: 50:7 (1986) - date. 7600 issues includes foreign bond and prices. Call # JLK 86-191. Latest 12 months in Financial Services.
Standard & Poor's Creditweek
Weekly. Lib. has: 1981- date. Call # JLM 83-438. Current year & cum index in Financial Services Continues: Standard & Poor's Fixed Income Investor (JLM 76-1069 Library has: v. 1-9; June 16, 1973-Oct. 31, 1983 (incomplete). Continues: Standard & Poor's Corporation. Bond Outlook
Standard & Poor's Net Advantage (EIC)
Database of Statistics and Articles. Includes Bond Guide, Corporation Records, Dividend Record, Earnings Guide, Industry Surveys, Mutual Fund Reports, The Outlook, Standard & Poor's Register, Stock Guide, and Standard & Poor's Stock Reports. Updated: Weekly.
Mergent Bond Record
Monthly. Lib. has: July (1999) -date. Call #JBM 00-40. Latest 3 months in Financial Services.
Previously Moody's Bond Record (Lib. has: 39 (1972) -43(1976), 45(1978)- 66:6(1999). Call # JLM 76-1576).
Value Line Online (EIC)
Convertible Survey. Lists all Convertible Securities, including Bonds and Preferred Stocks
Barron's (http://www.barrons.com/)
Weekly. Latest at Delivery Desk. All earlier issues, 1921- in *ZAN-T920, Microforms Room..
Continues:
Barron’s National Business and Financial Weekly, August 10,1942-Feb. 28, 1994. Continues: Barron’s, The National Financial Weekly: May 9, 1921-August 3, 1942.
Investor's Business Daily
Daily (except) Saturdays, Sundays, and general legal holidays). Lib. has: 1991- 1995 - date. Call #: *ZAN-B344 Continues: Investor's daily (Library has: Vol. 1, no. 185 (Dec.1984) - (Sept.1991). In microform. Call #*XLE - 382).
Mergent Bond Record (see details above)
(previously Moody's Bond Record)
Mergent Manuals
(previously Moody's Manuals) (see details above)
Mergent Online (EIC) (see details above)
Standard & Poor's Corporation/Bond Guide (see details above)
Standard & Poor's Corporation Records (see details above)
Standard & Poor's Net Advantage (EIC) (see details above)
Wall Street Journal (http://www.wsj.com/) (EIC)
Kept at B. Altman Delivery Desk.
Mergent Bond Record
(previously Moody's Bond Record) (see details above)
Mergent Online (EIC) (see details above)
Standard & Poor's Corporation/Bond Guide (see details above)
Standard & Poor's Corporation Records (see details above)
Standard & Poor's Net Advantage (EIC) (see details above)
Mergent Bond Record
(previously Moody's Bond Record) (see details above)
Mergent Online (EIC) (see details above)
Standard & Poor's Corporation/Bond Guide (see details above)
Standard & Poor's Net Advantage (EIC) (see details above)
Mergent Bond Record
(Previously Moody's Bond Record) (see details above)
Prices given for corporate bonds.
Mergent Manuals
(Previously Moody's Manuals) (see details above)
The Financial Industry Regulatory Authority (FINRA)
http://www.finra.org/marketdata
Finra is a comprehensive market data resource for investors, which includes detailed data on equities, options and a wide range of bonds. It combines corporate, municipal, Treasury and Agency bond information with more traditional market data information Contains transaction information (time of transaction, price, yield and volume) on bonds as reported to NASD TRACE (Trade Reporting and Compliance Engine). In addition, basic descriptive information and credit ratings on individual corporate bonds are available.
The Financial Industry Regulatory Authority (FINRA)
http://apps.finra.org/regulatory%5Fsystems/traceaggregates/1/
Contains aggregate market data for Bonds as reported to NASD TRACE.
National Quotation Bureau Semi-Annual Bond Summary
Use Call # JBL 94-199 for 1994-2004. Continues: The National Bond Summary (Vol. 138 (July 1, 1983)-v. 159 (Jan. 1, 1994), use call # JBL 92-114). Continues: The National Monthly Bond Summary (Vol. 87 (July 1, 1957/Jan. 1, 1958)-v. 137 (Jan. 1983) use call# TGA (incomplete).
Standard & Poor's Corporation/Bond Guide (see details above)
Standard & Poor's Statistical Service
Basic Statistics. Banking and Finance. Latest ed. in binder at McGraw-Desk in *R-SIBL HG4915.S43
Library has: 1985 - , in call # JBM 94-694. Updated by Standard & Poor's Statistical Service. Current statistics. Updates in part and partly cumulated in Standard & Poor's Security Price Index Record, Statistical Service. - - Latest edition at McGraw Desk
in *R-SIBL HG4915.S42. 1988-1998, 2000, 2004- in JBM 92-945.
Wall Street Journal
Bond Market Association
http://www.investinginbonds.com/
Federal Reserve Bank of New York - Savings Bonds Redemption Calculator
http://www.publicdebt.treas.gov/sav/savcalc.htm
Treasury Direct
http://www.treasurydirect.gov/
Yahoo Finance Bonds Center (Bonds 101)
http://bonds.yahoo.com/
Babson-United Graphic Guide
Annual. Library has: 1998 -2000. Call# JBM 00 - 444. Twelve-year charts of the United & Babson supervised list of common stocks. Continues: U&B's Graphic Guide (Lib has: 1992-1998.Call # JBM 93-170). Continues: United & Babson Graphic Guide (Lib. has : 1987 - 1990. Call #JLM 88-141). Continues: United Graphic Guide (Lib. has: 1984 - 1986. Call # JLM 84- 826).
Bloomberg (EIC)
The interactive network of Bloomberg Financial Markets offers up-to-date pricing information, history, data, analytics, and multimedia news. A generous gift of Bloomberg, L.P. This database is not on all networked computers. Reserve this database at the EIC desk.
Johnson's Charts
Annual. Library has: 43 (1991), 45 (1993)-51 (1999). Call # JLM 86-852. Ceased publication with Dec. 1999. CONTINUES: Johnson's Investment Company Charts (Annual. Lib. has: 7th ed. (1955) -10th ed. (1958), 13th ed. (1961) - 16th ed. (1964), 19th ed. (1967), 21st ed. (1969) - 35th ed. (1983).
Mergent Online (EIC)
Source for in-depth information on over 10,000 US companies listed on the NYSE, AMEX and NASDAQ exchanges, 20,000 non-US companies representing 95% of the non-US global market capitalization and 8,000 inactive companies which have been merged, acquired etc. Also includes up to 15 years of financials, over 200,000 scanned images of global annual reports, real-time access to SEC (EDGAR) filings dating back to 1993, textually enriched business descriptions including product names, brand names and unsurpassed historical information outlining merger and acquisition activity and extensive bankruptcy and reorganization details.
Morningstar Library Edition (EIC)
Access Morningstar financial reports, screening, analyst reports and portfolio screening. Use the Help & Education link to access information about this database and online course modules on investing.
SRC Blue Book : 12 year NYSE Charts
Quarterly. Lib has: July (1999) - to date. Call # JBM 00-68.1108 stocks, 12 years of prices, earnings, dividends. Latest issue in Financial Services. Continues: SRC Blue Book of 5-trend Cycli-graphs (Lib. has: 202 (1993), 209 (1995) - 226 (1999). Call # JBM 93-467).
SRC Green Book of 5-trend 35-year Charts
Annual. Lib. has: 1957/1992 - date. Call # JBM 93-904. 400 stocks, 35 year trends. Latest issue in Financial Services.
Trendline Chart Guide
Lib has: 4 (1994), 5:6 (1995) - 6:1 (1996) ,6:3 (1996) - 6:6 (1996) -6:12 (1996) - date. Call # JBK 94-33. Contains weekly stock price data through the last Friday of each month. Latest issue in Financial Services.
Trendline Daily Action Stock Charts
Weekly. Lib. has: July (1988) - date. Call #JBM 92-377. Detailed charting of about 700 stocks. Latest issue at the B. Altman Delivery Desk.
Value Line Research Center (EIC)
Click on "My Value Line" to access the paid subscription content (=Value Line Research Center) and ask a staff person for assistance if you need help.
On-line access to Value Line's leading publications covering stocks, mutual funds, options and convertible securities as well as special situation stocks. Database includes: Value Line Investment Survey, Value Line Investment Survey – Expanded Edition, Value Line Mutual Fund Survey, Value Line Daily Options Survey, Value Line Special Situations Service, and Value Line Convertibles Survey. View, sort, screen, graph, and prepare reports on individual equities, mutual funds, options, and convertibles. Full-page images of research reports in PDF format may be viewed, printed or downloaded. (Value Line Investment Survey is also available in print on the lower level in the Financial Services section.)
This database is limited to five simultaneous users.
Big Charts
http://www.bigcharts.com
Wall Street Research Net
http://www.wsrn.com
Yahoo! Finance
http://finance.yahoo.com
Barron's (http://www.barrons.com)
Weekly. Lib. has: May 1921- date. Latest issues at B. Altman Delivery Desk & Cullman Reading Room browsing area. Earlier issues on microfilm in the Microform Reading Room on the lower level.
The CRB Commodity Yearbook/Knight-Ridder Financial, Commodity Research Bureau.
Commodity price trends; CRB indexes, U.S. and worldwide; futures volume traded; listing of individual commodities includes production, consumption, exports, imports, prices, monthly futures trading, 10 years.
1994-date. Latest edition at *R-SIBL HF1041.C56
Continues: The Knight-Ridder CRB Commodity Yearbook.
1993 at call # JBM 93-1210.
Continues: CRB Commodity Year Book.
1985-1992 at call # JLM 87-1116.
Continues: Commodity Year Book.
1939-1978, 1980-1984 at call # TLA - Offsite – Request in advance.
CRB Pricecharts
Weekly. 3 year bar charts for both spot and futures prices of Commodity indexes.
Each issue contains both Financial edition section and Agricultural edition section.
51:14, 2006 - date, at call #. JBN 06-3.
Latest 4 issues at McGraw Desk – 2 editions)
Continues: CRB Futures Perspective, 46:44, 2001 to 51:13, 2006, call # JBN 01-51.
Continues: Bridge/CRB Futures Perspective/Bridge Information Systems, 43:13, 1998 to 46:36, 2001,
Call # JBN 97-81.
Also continues Bridge/CRB Futures Perspective (Agricultural ed.), 43:13 1998 to 46:42, 2001.
Call # JBN 98-16.
Continues CRB Futures Perspective/ Knight-Ridder Financial, 41:1, 1997 to 43:12, 1998,
Call # JBN 97-22.
Commodities Research Bureau (www.crbtrader.com/crbindex/) information about and monthly data from 1949 for commodity spot prices.
Commodities Price Locator/Karen J. Chapman
1989, at call # *R-SIBL Z7164.C83C46, McGraw Desk.
Commodity Prices/ Catherine Friedman
“ A source book and index providing reference to wholesale, retail and other quotations for more than 10,000 agricultural, commercial, industrial and consumer products.”
2nd ed., 1991, at call # *R-SIBL Z7164.P94.F74, McGraw Desk.
Commodity Trader’s Almanac
An annual guide to seasonal prices on 12 key commodities that shows different market tendencies on a calendar basis.
Latest ed. in Financial Services section.
2007 - at call # JBL 08-46
Futures
Monthly. Current at Delivery Desk; 2001-date, call # JBM 02-341;
v. 12, 1983 –v. 29, 2000, call # ZAN-T5869.
Continues: Commodities, JLM 77-440, Feb./Mar. 1972-1975
and on microfilm at call # *ZAN-T4525, 1976-Aug. 1983.
Futures. Source Book.
Special issue of Futures which contains brokers/advisors, information suppliers; electronic suppliers; professional services, ( i. e., accounting, legal); futures/options firms, futures/options exchanges, industry organizations, U.S. and non-U.S.; and Futures 2006 Index of Articles.
Latest ed. at call #R-SIBL HG6024, A3R44 at McGraw Desk
1993-, 2003, 2005-date at call # JBM 94-794.
Wall Street Journal (http://www.wsj.com)
Commodities listed in “Personal Finance: Money & Investing” section.
(Eastern ed.). Lib has: July 1889 - date. Latest issue at B. Altman Delivery Desk & Cullman Reading Room browsing area. Earlier issues in microfilm at the Microform Reading Room on the lower level.
Investext Plus (From the Gale group, Formerly Research Bank Web)
Electronic database of statistics and articles. Search this database to find investment, company & industry reports from over 500 brokers in North America, Europe, Asia/Pacific, Latin America, Africa and the Middle East. Search by company, industry, or keyword. Covers reports from 1997 to current month. Also available in General Business File (EIC)
Mergent Manuals (previously Moody's Manuals)
Moody's Manuals include Bank & Finance, Industrial, International, Municipal & Government, OTC Industrial, OTC Unlisted, Public Utilities, Transportation. Publication date varies from 1909- to date. Annual, with weekly or twice-weekly news issues. It summarizes information found in annual reports, 10-K's, and news services. It also includes income statements. Current issues are located in the open shelf collection.
Mergent Online (EIC)
Electronic database that includes directory information, reports, and statistics. Information on more than 21,000 US and international companies, including 10,000 NYSE, AMEX and Nasdaq exchange companies. All SEC (EDGAR®) filings and domestic and international annual reports from 1996 - present are included. 15 years of Financial Statements available. Updated: Weekly.
Standard & Poor's Net Advantage (EIC)
Electronic database of statistics and articles. Includes Bond Guide, Corporation Records, Dividend Record, Earnings Guide, Industry Surveys, Mutual Fund Reports, The Outlook, Standard & Poor's Register, Stock Guide, and Standard & Poor's Stock Reports. Updated: Weekly.
Standard & Poor's Standard Corporation Descriptions
Monthly. Library has: Vol. 1, no.1 (Aug.1999) - date. It contains current financial information and is located in the Financial Services Section.
Standard & Poor's Stock Reports
Information on American Stock Exchange; NASDAQ and Regional exchanges; New York Stock Exchange; Over the Counter. Quarterly issues. Latest edition in Financial Services.
Standard & Poor's
http://www.standardandpoors.com/
Value Line Investment Survey
Weekly publication issued in three parts. Pt. 1 (Summary/Index) at McGraw Desk . Current cycle of Pt. 2 (Selection /Opinion), Pt. 3(Ratings and Reports) – investment ratings and reports for over 1,700 stocks grouped within industry in basic service and Pt.3 (Selection and Opinion), current cycle in Financial Services Section. Earlier issues available in microform and CD - ROM. Call # for microfiche *XLE -331, January 4, 1980-March 2, 2001. Paper copies, March 2001- on stack 3.
Value Line Investment Survey (Small and Mid-Cap Edition)
Covers 1800 smaller cap stocks. Weekly publication issued in two parts. Library has: March 1995-date. Part 1 (Summary/Index) at McGraw Desk. Current cycle of Pt.2 (Ratings/Reports) in Financial Services Section. Library has March 8, 2002- on stack 3.
Continues: Value Line Investment Survey (Expanded Edition) Earlier issues, March 1995-March1997, in microform Call # *XLF - 439.
Paper issues for March 1997-February 2002 on stack 3.
Value Line Investment Survey (EIC)
Statistical database that provides capabilities for viewing, sorting, screening, graphing, and preparing reports on 1,700 individual equities. The survey gives ranking on over 200 search fields, including earnings estimates, appreciation potential, annual financial data, and business ratios. The database includes the ability to view and print the actual full-page research reports from the Value Line Investment Survey. Updated quarterly.
Wall Street Transcript
Weekly publication of stockbroker reports on companies and industries. Library has: 5 (1964) -137 (1997) in microform. Call # *ZAN-T6066. Paper copy in JBM 98-584 139:9 (1998) - date. Latest issues at the B. Altman Delivery Desk.
Bank of New York's Global Equity Investing - Depository Receipt Services
http://www.adrbny.com
The Complete Depository Receipt Directory
Use Call # JBM 98 -869 (Library has: 1996 - 1997).
The Global Investing Comprehensive Guide to ADRS
*R-Econ HG4538.A2.G46 in open shelf (1992 ed.)
International Investing With ADRs: Your Passport to Profits Worldwide
Use Call # JBD 00-1362 for 1994 ed.
Buying Stocks Without a Broker
Latest ed. (1996) in. *R-SIBL HG4028.D5.C37
Carlson, Charles B., No-load Stocks: How to Buy Your First Share and Every Share Directly from the Company--With No Broker's Fee
Latest ed. (1997) in *R-SIBL HG4661.C328
Directory of Companies Offering Dividend Reinvestment Plans
Annual. Latest ed. in *R-SIBL HG4028. D5. D57
Earlier editions at call # JLK 88-30, 1984 - .
Directory of Dividend Reinvestment Plans
Annual. Latest ed. in *R-SIBL HG4028.D5 D59
Earlier editions in call # JBM 07-41, 1999- .
DRIP Advisor
http://www.dripadvisor.com
DRIP Central
http://www.dripcentral.com
DRIP Investor
Monthly Journal. Call # JBM 99-612
Mergent Dividend Record
Twice weekly loose-leaf service with Annual Accumulation shelved in Financial Services. Annual cumulative issue published on the first of each year and three tax supplements published Jan., Feb., Mar. shelved in Financial Services CONTINUES:
Moody's Dividend Record
Amex.com
Pioneer in the creation of ETF’s. Site has product information, tools, and research education.
www.amex.com
Barclay’s Bank
Home of ishares, education, and product information.
www.ishares.com
Investment Company Institute Exchange-Traded Funds.
Trends in mutual fund investing.
Monthly. March 2003-date in JBM 03-179.
Morningstar Library Edition (EIC)
Summary information, including portfolios, fees and expenses, fund screener, etc., on ETF’s.
Standard & Poor’s Net/Advantage (EIC)
Summary information, fund profile, price chart, fund screener on ETF’s.
TheStreet.com Ratings’ Guide to Exchange-Traded Funds
Quarterly. Latest in the Financial Services Section.
Earlier editions will be in JBM 07-274.
Continues TheStreet.com Ratings’ Guide to Closed-end Mutual Funds, Fall 2006-Winter 2006-2007 in JBM 07-59.
Value Line Research Center (EIC)
Summary information, timeliness ratings, fund screener on ETF’s.
Carol—Company Annual Reports On-line (http://www.carol.co.uk)
On-line service offering direct links to the Company Annual Reports (including financial statements) of listed companies in Europe and the USA. Balance Sheet and Profit and Loss Statements.
Factiva (formerly Dow Jones Interactive) (EIC)
Online service including over 5,000 publications, newspapers, including the Wall Street Journal, magazine articles and newswires, company data, historical stock quotes, and current stock quotes with delay. (Does not include CustomClips, Investext, Dun and Bradstreet files, Tradeline and Real Time Quotes.) Coverage dates vary by publication. Updated: Daily. Print, download, or email search results. This database is not on all networked PCs at SIBL. Please make a reservation at the EIC desk.
Hoover's Handbook of World Business
Annual. Latest in Company and Industry Section. For earlier eds. (1992-date) use Call # JBM 92 -269
Mergent International Manual [formerly Moody’s]
Annual. Latest edition in *R-Econ. HG4009.M66. Kept up-to-date with news reports. For 1981, 1983 - date use Call # JLM 81 - 812
Mergent Online (EIC)
Information on more than 21,000 US and international companies. All SEC (EDGAR®) filings and domestic and international annual reports from 1996 - present are included. 15 years of Financial Statements available. Updated: Weekly.
Wright Investors’ Service
Research a Country, a Country’s industry or an individual Company worldwide. Over 20,000 Companies covered. Research Exchange Rates.
http://corporateinformation.com/
Alpha (New York, N.Y.)
Bimonthly. Current issues at Delivery Desk. Earlier issues in JBM 06-87, Nov./Dec. 2005- .
“For hedge fund investors and managers.”
Special October issue lists ranking of 50 firms with world’s biggest multi-managers of funds of hedge funds. Latest list kept in VF at McGraw Desk.
Barron’s
Last issue of the month includes hedge fund summary information.
Bloomberg (EIC)
Directory of Fund of Hedge Funds
Annual. *R-SIBL HG 4530.D57. Latest ed. at McGraw Desk
Industry overview, statistical analysis of featured fund of hedge funds, rankings, Barclay Fund of Funds indices, summary information of funds investment objectives, top ten holdings.
The Dow Jones Averages (http://www.djindexes.com)
*R - SIBL HG4915. D6434. Latest ed., 18885-1995, at McGraw Desk. (Use Call # JBM 97-442 for 1885/1970-).
Markets in Motion: [A Financial Market History, 1900 to 2004]
*R-SIBL HG4551.N542. Latest ed. kept on top of bookcase #4 in Financial Services section.
Charts of the stock exchanges, Dow Jones Industrial Averages, industrial production, money supply, consumer price index, and Treasury bill rates in the context of financial and political events.
Standard & Poor's Security Price Index Record, Statistical Service
Biennial. *R-SIBL HG4915. S42 Latest ed. at McGraw Desk. (For 1988 - date use Call# JBM 92 -945) Continues: Standard & Poor's Statistical Service. Security Price Index Record (For 1978 - 1986 use Call # JLM 79-579). Continues: Standard & Poor's Trade and Securities
Statistics. Security Price Index Record. (1940-1976, incomplete, use Call# JLM 72-324). The service goes as far back as 1914 with further title variations. See the catalog for more details.
Stocks, Bonds, Bills and Inflation Yearbook
*R- SIBL HG4501. S7949 Latest ed. (For 1987, 1992 -1999 - date use Call # JBM 92 - 1459). Monthly and yearly return statistics for common stocks, small stocks, bonds, Treasury bills, and inflation.
Yahoo Finance http://finance.yahoo.com/
Retrieve Chart and then select Historical Prices at the bottom of the Chart
Almanac of Business and Industrial Financial Ratios
Annual. *R-SIBL HF5681. R25.P5 Latest ed. at McGraw Desk.
Earlier editions in call # JLM 76-451, 1972- .
Industry Norms and Key Business Ratios
Annual. *R-SIBL HF 5681.R25.D86 Latest ed. at McGraw Desk. (Use call # JBM 91-670 for 1982/83 -1992/93 - ).
Investor's Business Daily
Daily (except Saturdays, Sundays, and general legal holidays). Current Paper copy available at the Altman Deliver Desk. Earlier editions in call # *ZAN-B344, June 1991- . Continues: Investor's daily, *XLE-382, Jan. 4, 1985- May 29, 1991.
Mergent's Industry Review
Biweekly. Latest in Financial Services. (Use Call # JBM 99-889 for July 23, 1999- date).Continues: Moody's Industry Review (Use Call # JBM 94-508 for 1994-1999, Incomplete).
Plunkett Printed Reference Books
Latest editions in Company/Industry Section.
Market analysis, industry information, technology trends, business statistics, financial histories, corporate profiles, executive contacts.
Plunkett Research Online- (EIC)
Industry trends, market research and trends organized in 27 industry research centers. Find statistics, industry data, company contacts, organizations, market trends and more. Note: you must LOG OUT when you are done using this database, do not just close browse or switch to another database, or others will be prevented from using this resource all day long.
RMA Annual Statement Studies
Annual. *RSIBL HF5681. B2R6 Latest ed. at McGraw Desk.(Use Call # JBM 90-1401 for 1979- ).Continues: Robert Morris Associates. Annual Statement Studies ( For 1964 - 1973, 1975 - 1976 use Call # JBM 90-1400). Continues: Robert Morris Associates. Statement Studies (For 1929 -1930, 1935, 1940, 1957 - 1962 use Call # TAA).
S & P . Analysts' Handbook
Monthly Supplement. Monthly. Annual. Latest in *R-Econ. HG4905.A66 at McGraw Desk. (For Aug. 1994 – date use Call # JBL 91 - 126). Continues: Standard & Poor's Corporation. Analyst Handbook. Monthly Supplement. (For 1991 - July 1994 use Call # JBL 91 - 126).
Standard & Poor's Industry Surveys Quarterly
*R-SIBL HC106. 6 .S74 Latest 12 issues in Company/Industry Section. (Use Call # JLM 73-748 for 1973-date).
Standard & Poor's Industry Surveys. Monthly Investment Review.
Monthly. Latest 3 issues kept in FINANCIAL SERVICES.
Earlier editions in call # JBM 97 – 419, Oct., 1996- .
Standard & Poor's Net Advantage (EIC)
Database of Statistics and Articles. Includes Bond Guide, Corporation Records, Dividend Record, Earnings Guide, Industry Surveys, Mutual Fund Reports, The Outlook, Standard & Poor's Register, Stock Guide, and Standard & Poor's Stock Reports. Updated: Weekly.
Value Line Investment Survey
no. a month Pt.2 Ratings/Reports ;Pt 3 Selection/ Opinion. Current year issues in Financial Services. (Use Call # *XLE-331 for 1980- date).
Value Line Research Center (EIC)
Statistical database that provides capabilities for viewing, sorting, screening, graphing, and preparing reports on 1,700 individual equities. The survey gives ranking on over 200 search fields, including earnings estimates, appreciation potential, annual financial data, and business ratios. The database includes the ability to view and print the actual full-page research reports from the Value Line Investment Survey print publication (see below). Updated: Monthly.
A.M. Best Ratings and Analysis Online
http://www3.ambest.com/ratings/Advanced.asp
Best's Insurance Reports (Search the the catalog for complete list of titles)
Best's Insurance Reports (International Edition). Latest edition in *R-SIBL HG8021.I57.
Best's Insurance Reports, Life-Health. Latest edition in *R-Econ. HG8943 .B56.
Best's Insurance Reports, Property-Casualty, United States. Latest ed. in *R-Econ. HG9655.B5
Mergent Bank & Finance Manual, volume 2
Annual, latest 3 years in *R-SIBL. HG4961. M65.
2001 in JBM 03-290
Continues: Moody’s Bank and Finance Manual, 1955-2000, in JBM 94-49.
Weiss Ratings and TheStreet.com Ratings - search the the catalog catalog for complete list of titles)
TheStreet.com Ratings Guide to Life, Health, and Annuity Insurers. Spring 2007- . Latest ed. in *R-SIBL HG8098.T44.
Continues: Weiss Ratings' Guide to Life, Health and Annuity Insurers, Summer 1997- Fall (2006) in JBM 99-566..
TheStreet.com Ratings Guide to Property and Casualty Insurers.
Latest ed. in*R-SIBL HG8501.W45
Continues: Weiss Ratings' Guide to Property and Casualty Insurers.
Summer (1998) –Spring(2006) in JBM 99-565.
TheStreet.com Ratings Online
http://www.thestreet.comratings.com
Alliance for Investor Education (AIE) Highlights
11 best resources for investors. The collection of top resources -- “Investment Fraud and Abuse: What You Need to Know" –- is available at http://www.investoreducation.org/fraudandabuse.
AIE is a 20-member organization of the United States’ leading financial-related trade associations and governmental organizations.
Financial Industry Regulatory Industry Authority (www.finra.org)
The Financial Industry Regulatory Authority (FINRA) was created in July 2007 through the consolidation of NASD and the member regulation, enforcement and arbitration functions of the New York Stock Exchange. FINRA is dedicated to investor protection and market integrity through effective and efficient regulation and complementary and technology-based services.
FINRA Investor Education Foundation (www.finrafoundation.org)
The FINRA Investor Education Foundation, formerly known as the NASD Investor Education Foundation, gives investors tools and information to better understand the markets and the basics of saving and investing.
directories, performance & analysis
ticker symbols
average
closed-end funds
mutual fund education and news
Barron's (http://www.barrons.com/)
National Business and Financial Weekly. Lib. has: May 1921- date. Special issues: Mutual Fund performance report: Feb., Apr., July, Oct. Call # *ZAN -T920. In microform room. (Self-Service).
Bloomberg
The interactive network of Bloomberg Financial Markets offers up-to-date pricing information, history, data, analytics, and multimedia news. A generous gift of Bloomberg, L.P. This database is not on all networked computers. Reserve this database at the EIC desk.
Business Week (http://www.businessweek.com/)
Weekly. Lib. has: Sept. 7, 1929 - date. Special issues: February (in 2 issues) Mutual Fund Sourcebook (equity, fixed income and closed-end) 1985; December - Mutual Fund Leaders and Laggards (quarterly update of mutual funds ). Request current issues at Altman Delivery Desk. Earlier editions in Microform Reading Room. Call #ZAN- T2220 (Self-Service).
Directory of Mutual Funds, Closed - End Funds, Unit Investment Trust Sponsors
Investment Company Institute (http://www.ici.org/)
Annual. Lib. has: 1998/99- 1999/00 in call #JBM 99-1347. Continues: Directory of Mutual Funds & other Investment Companies. Continues: Directory of Mutual Funds / Investment Company Institute (U. S.). Continues: Guide to Mutual Funds / Investment Company Institute (U.S.). See the catalog for detailed holding of earlier titles.
Forbes (http://www.forbes.com/)
Semimonthly. Lib. has: Sept. 17, 1917- date.
Special issues: Aug. or Sept. Annual Mutual Fund Survey (investment performance data for 1,500 mutual funds) (1956). Nov.: Mutual Fund Review (semiannual compilation of statistics on mutual funds. Latest at Delivery Desk. Microfilm in Microform Reading Room. Call #*ZAN - T4695).
Fortune (http://www.fortune.com/)
Monthly. Lib. has : 1 (1930) - 142(2001) - date. Special issues: Feb. and Oct.: Best Mutual Funds. Latest issues at Delivery Desk. Microfilm in Microform Reading Room. Call # *ZAN - T4861.
The Individual Investor’s Guide to the Top Mutual Funds (http://www.aaii.com/
American Association of Individual Investors
Annual. Latest edition in *R-SIBL HG4930.I49 in Financial Services Section. Earlier editions in JBK 04-1, 2002- .
Continues:
The Individual Investor's Guide to Low-Load Mutual Funds)
American Association of Individual Investors, 1994-2001 in JBK 94-24.
Morningstar Library Edition (EIC)
Access Morningstar financial reports, screening, analyst reports and portfolio screening. Use the Help & Education link to access information about this database and online course modules on investing.
Morningstar Mutual Funds
Biweekly. Lib. has: 14: 6 (1991) - date. Call # JBM 91-1109. Latest Summary at McGraw Desk; User's guide and latest 10 analysis issues in Financial Services. Continues: Mutual Fund Values (Lib. has: vol. 13, no. 3 (Nov. 2, 1990) - v. 13, no.10 (Feb. 1991) , v. 14, no. 3 ( Mar. 22, 1991) - v. 15, no. 4 (Aug. 23, 1991). Call #JBM 91-313).
Mutual Fund Fact Book / Investment Company Institute (http://www.ici.org/)
Latest edition in *R-SIBL. HG4930 .F3272 . Lib. has: 1964, 1967, 1969 - 1985, 1988, 1992 - date in Call # JBL 92-157.
Standard & Poor's Net Advantage (EIC)
Statistics and Articles. Includes Bond Guide, Corporation Records, Dividend Record, Earnings Guide, Industry Surveys, Mutual Fund Reports, The Outlook, Standard & Poor's Register, Stock Guide, and Standard & Poor's Stock Reports. Updated: Weekly.
TheStreet.com Ratings’ Guide to Bond and Money Market Mutual Funds
Quarterly. Latest edition in Financial Services Section. Earlier editions in JBM 07-58, Fall 2006- .
Continues:
Weiss Ratings' Guide to Bond and Money Market Mutual Funds
Call # JBM 01-161 for Summer (2000)- Summer 2006.
TheStreet.com Ratings’ Guide to Stock Mutual Funds
Quarterly. Latest edition in Financial Services Section. Earlier editions in JBM -07-187, Winter 2006- .
Continues:
Weiss Ratings' Guide to Stock Mutual Funds
Call # JBM 00-177 for Winter 1999-Summer 2006. Continues: Weiss Ratings' Guide to Mutual Funds, Winter 1998-99) in JBM 00-411.
Value Line Mutual Fund Survey
Biweekly. Library has: 1993 - Jun (1998) - date [incomplete] Call # JBM 94-652. Pt.1 (Performance/ Index) at McGraw Desk. Current cycle of Pt. 2 (Ratings/Reports) and current year issues of Pt. 3 (Advisor) in Financial Services.
Value Line Research Center (EIC)
Click on "My Value Line" to access the paid subscription content (=Value Line Research Center) and ask a staff person for assistance if you need help.
On-line access to Value Line's leading publications covering stocks, mutual funds, options and convertible securities as well as special situation stocks. Database includes : Value Line Investment Survey, Value Line Investment Survey – Expanded Edition, Value Line Mutual Fund Survey, Value Line Daily Options Survey, Value Line Special Situations Service, and Value Line Convertibles Survey. View, sort, screen, graph, and prepare reports on individual equities, mutual funds, options, and convertibles. Full-page images of research reports in PDF format may be viewed, printed or downloaded. (Value Line Investment Survey is also available in print on the lower level in the Financial Services section.)
This database is limited to five simultaneous users.
The Individual Investor's Guide to Low-Load Mutual Funds
(see details above) Ticker symbols for listed mutual funds.
Mornngstar Mutual Funds (see details above)
Morningstar Library Edition (EIC)
Standard & Poor's Net Advantage (see details above)
Value Line Mutual Fund Survey (see details above)
Ticker symbols for 2,000 mutual funds.
Value Line Research Center (EIC)
Barron's (see details above)
The International Encyclopedia of Mutual Funds, Closed-End Funds and Real Estate Investment Trusts. Peter Madlem, Thomas Sykes.Latest issue*R-SIBL HG4530 .M225 2000
Morningstar Mutual Funds (see details above)
Brill's Mutual Fund Interactive
http://www.brill.com/
Investment Company Institute
www.ici.org/
Kiplinger
www.kiplinger.com
Morningstar
http://www.morningstar.com/
Mutual Fund Investor's Center
http://www.mfea.com/
The Investment Dealer's Digest
Weekly. For 21:27 (1955) - date use Call # JBM 93-760.
IPO.com
www.ipocentral.com
Annual Guide to Stocks
Looseleaf kept in Financial Services. Kept up to date by monthly supplements. Lib. has : Current year & supplement Each annual edition is accompanied by supplementary separate sections entitled: Annual guide to stocks. Active stocks; Tax charges & waivers. Legal transfer requirements; and, Obsolete securities.
Capital Changes Reporter
Provides comprehensive coverage of changes in corporate capital or debt structure and the effects on the federal income taxes of security holders for NYSE, ASE, and NASDAQ Companies, as well as, American Depository Receipts listed on those exchanges. All capital changes information is reported under the name of the specific corporation affected and is there cumulated, so that regardless of how long a particular security has been held, all capital changes are available for quick and complete reference. Issued in looseleaf binders and kept up to date by looseleaf inserts.
Mergent Online (EIC)
Electronic database of directory information, reports, and statistics. Information on more than 21,000 US and international companies, including 10,000 NYSE, AMEX and Nasdaq exchange companies. All SEC (EDGAR®) filings and domestic and international annual reports from 1996 - present are included. 15 Years of Financial Statements are available. Includes detailed company histories. Updated: Weekly.
Robert D. Fisher Manual of Valuable & Worthless Securities
* R-SIBL HG4927.R64 Shelved in the Financial Services section. Lib. has: 1 (1926) - 15 (1983)
Chicago Board of Options Exchange (www.cboe.com)
Online tutorial and courses. Option quotes and data.
Derivative Financial Products in call # 332.6322 -M, Circulation, Street Level.
Morningstar Library Edition (EIC)
Option prices for individual stocks.
NY Mercantile Exchange (www.nymex.com)
Introduction to options and option strategies. Pricing for commodity options.
Options, Futures, and Other Derivative Securities in call # 332.632-O, Circulation,
Street Level.
The Options Industry Council (www.optionseducation.org)
The Value Line Daily Options Survey: The Weekly Options Strategist
Monthly. Latest 6 issues in Financial Services section.
Vol. 32, no.14 (2001) to date in call # JBM 98-509.
Value Line Research Center (EIC)
Click on "My Value Line" to access the paid subscription content (=Value Line Research Center) and ask a staff person for assistance if you need help. Database includes Value Line Daily Options Survey, with market review, options screening, recommended options, options portfolio. Full-page images of research reports in PDF format may be viewed, printed or downloaded. This database is limited to five simultaneous users.
Mergent Bond Record
Monthly. Lib. has: July (1999) -date. Call #JBM 00-40. Latest 3 months in Financial Services.
Previously Moody's Bond Record (Lib. has: 39 (1972) -43(1976), 45(1978)- 66:6(1999). Call # JLM 76-1576).
Value Line Online (EIC)
Convertible Survey. Lists all Convertible Securities, including Bonds and Preferred Stocks
Mergent Bank and Finance (volume 2) [Moody’s]
Annual, for latest 3 years see *R-Econ. HG4961. M65. For 1955 -date use Call # JBM 94-49.
National Association of Real Estate Investment Trusts® (NAREIT)
www.nareit.com
SNLReal Estate Securities
Quarterly, Latest issue in Financial Services. For Jun ( 2000) - date use Call # JBM 00 -734. CONTINUES: The SNL REIT Quarterly (For Dec ( 1994) - Sep(1999) -Dec(1999) use Call # JBM95 -50).
average P/E ratios & dividend yields
debt relative to equity
institutions holding stock
historical financial data & ratios of individual firms
price & volume charting
return on equity
Handbook of Common Stocks
Quarterly. Latest edition in Financial Services Section.
Earlier editions in JBL 00-67, Summer 1999- .
Continues: Moody's Handbook of Common Stocks
Spring (1986) – 1999 in call # JLL 86-369.
Mergent Dividend Record
Annual cumulation only in Financial Services Section (Library has: vol.69:53 (July 2, 1999) - date). Continues: Moody's Dividend Record (Library has: 1971, 1978, 1990-1998).
Mergent’s Dividend Achiever’s
Annual, 2001-2002; 4 times a year, 2003- . Latest ed. in Financial Services Section. Earlier eds. in JBK 02-20.
Continues:
Handbook of Dividend Achievers
2000 in JBK 01-38
Moody's Handbook of Dividend Achievers
Annual. Lib. has: 1993- 1997 in call # JBK 94-28. Ceased publication in 1999.
Mergent Online (EIC)
Reports, and Statistics. Information on more than 21,000 US and international companies, including 10,000 NYSE, AMEX and Nasdaq exchange companies. Updated: Weekly.
Security Owner's Stock Guide
Monthly. Lib. has: 1984, 1986 -date. Call # JLK 86-189. Latest year in Altman Delivery Desk.
Standard & Poor's Dividend Record
Quarterly. Latest in Financial Services Section. Call # [JBM 99-1290] . See the catalog for details about earlier years going back to 1938. CONTINUES: Dividend Payments. Standard Statistics Company
Standard & Poor's 500 Guide
Annual. Lib. has: 1995 - date. Call # JBL 96-127. Latest edition in *R-SIBL HG4057.A4758. Continues: S&P 500 Directory (Lib has: 1989, 1991-1992, 1994. Call # JBL 91-252).
Standard & Poor's Industry Surveys
Quarterly. Lib. has: 1973 - date.Call # JLM 73-748. Latest 12 issues in Company/Industry Section. Call # *R-SIBL HC106.6.S74.
Standard & Poor's Industry Surveys. Monthly Investment Review.
Monthly. Lib. has:1996- date. Call # JBM 97-419. Latest 3 issues in Financial Services. Continues: Standard & Poor's Industry Reports.
Standard & Poor's MidCap 400 Guide
Annual. Lib. has: 1995 -date. Call #JBL 96-128. Latest edition in *R-SIBL HG4050.S73.
Standard & Poor's Net Advantage (EIC)
Statistics and Articles. Includes Bond Guide, Corporation Records, Dividend Record, Earnings Guide, Industry Surveys, Mutual Fund Reports, The Outlook, Standard & Poor's Register, Stock Guide, and Standard & Poor's Stock Reports. Updated: Weekly.
Standard & Poor's Stock Reports. New York Stock Exchange, American Stock Exchange, NASDAQ and Regional Exchanges
Monthly (with combined issues 2 times per year). Lib. has: Jan (1998) - date. Call # JBM 98-69. Latest in Financial Services. Before 1997, separate editions of the Stock Reports were published for each exchange. Please check the catalog for further details.
Value Line (http://www.valueline.com/)
Value Line Investment Survey
Weekly. Pt.1 (Summary/Index) at McGraw Desk. Pt.2 (Selection /Opinion) and Pt.3 (Ratings/Reports) current cycle in Financial Services. Earlier issues, 1980-2001 available in microform in Call #*XLF – 331, 2001- in paper on stack 3.
Value Line Investment Survey (Small and Mid-Cap Ed.)
Weekly. Pt 1(Summary/Index) at McGraw Desk. Pt.2 (Ratings/Reports), Pt. 3 (Composite List). Current cycle in Financial Services. Library has: March 8, 2002 in Call #*XLE – 439, paper issues on stack 3. Continues Expanded Ed., March 1995-March 1997; paper issues for March 1997-February 2002 on stack 3.
Value Line Investment Survey (EIC)
Statistical database. Provides capabilities for viewing, sorting, screening, graphing, and preparing reports on 1,700 individual equities. The survey gives ranking on over 200 search fields, including earnings estimates, appreciation potential, annual financial data, and business ratios. The database includes the ability to view and print the actual full-page research reports from the Value Line Investment Survey print publication.
Handbook of Common Stocks (see details above)
Mergent Online (EIC) (see details above)
Morningstar Library Edition
Standard & Poor's Industry Surveys (see details above)
Standard & Poor's Net Advantage (EIC) (see details above)
Value Line Investment Survey (see details above)
Growth Rate in Earnings, Five-Year
Value Line Investment Survey (see details above)
Bloomberg (EIC) (see details above)
Mergent Online (EIC) see details above
Morningstar Library Edition (EIC)
Standard & Poor's/Trendline Current Market Perspectives
Call # JBM 94-594. Latest 4 issues in Financial Services. Continues: Trendline's Current Market Perspectives (1962-1994. Lib has: v.27, no. 5 - v. 33, no.3, May17, 1988 - Mar.15, 1994. ( NYPL lacks: v. 27, no.8, 10, 12; 1988 ).
Handbook of Common Stocks (see details above)
Security Owner's Stock Guide (see details above)
Standard & Poor's Net Advantage (see details above)
Standard & Poor's Stock Reports (see details above)
Value Line Investment Survey (see details above)
Value Line Research Center (EIC)
Babson-United Graphic Guide
Annual. Library has: 1998 - 2000.in call# JBM 00 - 444. Twelve-year charts of the United & Babson supervised list of common stocks. Latest edition in *R-SIBL HG4916.U5. CONTINUES: U&B's Graphic Guide (Lib has: 1992-1998.Call # JBM 93-170). CONTINUES: United & Babson Graphic Guide (Lib. has : 1987 - 1990. Call #JLM 88-141). CONTINUES: United Graphic Guide (Lib. has: 1984 - 1986. Call # JLM 84- 826).
Johnson's Charts
Annual. Lib. has: 43 (1991), 45 (1993)-51 (1999). Call # JLM 86-852. Ceased publication with Dec. 1999. CONTINUES: Johnson's Investment Company Charts (Annual. Lib. has: 7th ed. (1955) -10th ed. (1958), 13th ed. (1961) - 16th ed. (1964), 19th ed. (1967), 21st ed (1969) - 35th ed. (1983).
SRC Blue Book : 12 year NYSE Charts
Quarterly. Latest issue in Financial Services Section.
Lib has: July (1999) - to date. Call # JBM 00-68. 1108 stocks, 12 years of prices, earnings, dividends.. CONTINUES: SRC Blue Book of 5-trend Cycli-graphs (Lib. has: 202 (1993), 209 (1995) - 226 (1999). Call # JBM 93-467).
SRC Green Book of 5-trend 35-year Charts
Annual. Latest issue in Financial Services Section.
Library has: 1957/1992 - date. Call # JBM 93-904. 400 stocks, 35 year trends. Latest issue in Financial Services
Trendline Chart Guide
Weekly. Latest issue in Financial Services Section.
Library has: 4 (1994), 5:6 (1995) - 6:1 (1996) ,6:3 (1996) - 6:6 (1996) -6:12 (1996) - date. Call # JBK 94-33. Contains weekly stock price data through the last Friday of each month. Trendline Daily Action Stock Charts
Weekly. Lib. has: July (1988) - date. Call #JBM 92-377. Detailed charting of about 700 stocks. Latest issue at the B. Altman Delivery Desk.
Handbook of Common Stocks (see details above)
Market Guide (Select Over the Counter Edition)
Quarterly. Lib. has: Fall 1992-date. Call# JBM 96-567. Latest issue in Financial Services.
Mergent Online (EIC) (see details above)
Morningstar Library Edition (EIC) (see details above)
Standard & Poor's Net Advantage (EIC) (see details above)
Standard & Poor's Industry Surveys (see details above)
Standard & Poor's Industry Surveys. Monthly Investment Review (see details above)
Value Line Investment Survey (see details above)
Value Line Research Center
Barron's (http://www.barrons.com)
Weekly. Current issues (paper copy) at the Altman Delivery Desk, 1994-date use Call # *ZAN -T920. CONTINUES: Barron's National Business and Financial Weekly (Library has: vol. 22,no. 32 (Aug.10, 1942) - v. 74. no. 9 (Feb. 28,1994). Call # *ZAN - T920 in Microform Reading Room).
Bloomberg (EIC)
The interactive network of Bloomberg Financial Markets offers up-to-date pricing information, history, data, analytics, and multimedia news.
Dow Jones Indexes
http://www.djindexes.com
Economist
Current issues at the Altman Delivery Desk. (For v.1 (1843 ) - 347 (1998 ) - date use call # *ZAN - T3398).
Forbes.
Current issues at the Altman Delivery Desk. (For v.1 (1917) - 166 (2000) - date use call # *ZAN -T4695).
Investor's Business Daily
Daily (except Saturdays, Sundays, and general legal holidays). Current issues at the Altman Deliver Desk. (For 1991 - 1995- to date. 1991 - 1995 (incomplete) use Call # *ZAN - B344). Continues: Investor's Daily. (For v. 1, No. 185 (Dec. 31, 1984) - use Call # *XLE - 382).
Nasdaq Market Indices
http://www.nasdaq.com
New York Stock Exchange (nyse.com)
1956-1962, 1967-2001 in call # JBL 93-228.. Continues: New York Stock Exchange Yearbook, 1925/26-1938, 1940, 1943 -1949, 1951 - 1953 in call # TGA).
Russell Indexes
http://www.russell.com
S&P 500 Index Focus Monthly Review
Monthly. Latest ed. in *R-SIBL HG4915. S226 at McGraw Desk. (For Vol. 1, no. 5, 6 (1998) - date use Call #JBM 98-545). Rankings for S&P 500 companies.
S&P Indexes
http://www.spglobal.com
Wall Street Journal (http://www.wsj.com)
(Eastern ed.). Daily (except Saturday, Sunday, general legal holidays). Lib has: July 1889 - date. Latest issue at B.Altman Delivery Desk & Cullman Reading Room browsing area. Old issues in microfilm at the Microform Reading Room on the lower level.
Wilshire Indexes
http://www.wilshire.com/Indexes
daily stockprices
weekly prices
monthly prices
quarterly & semi-annual price summaries
online resources
American Stock Exchange (http://www.amex.com)
Quarterly. Lib. has: 1972 - Sept (1996) - date. Continues: ISL Daily Stock Price Index: American Stock Exchange (Jan./Mar. 1962-Jan./Mar. 1972).
NASDAQ (http://www.nasdaq.com)
Quarterly. Lib. has: Jan (1993) - Dec ( 1998) - to date. Jan./Feb./Mar. 1993- date. Continues: Over-the Counter (July/Sept. 1972 - Oct., Nov., Dec. 1992). Continues: Investment Statistics Laboratory. ISL Daily Stock Price Index: Over the Counter (Lib has: 1968 - Apr./June 1972. Lack: July/Sept. 1968).
New York Stock Exchange (http://www.nyse.com)
1961- date. All volumes in Financial Services section.
Factiva (formerly Dow Jones Interactive) (EIC)
Online service including over 5,000 publications, newspapers, including the Wall Street Journal, magazine articles and newswires, company data, historical stock quotes, and current stock quotes with delay. (Does not include CustomClips, Investext, Dun and Bradstreet files, Tradeline and Real Time Quotes.) Coverage dates vary by publication. Updated: Daily. Print, download, or email search results. This database is not on all networked PCs at SIBL. Please make a reservation at the EIC desk.
New York Times (http://www.nytimes.com)
Daily. Lib. has: Jan. 1995 - date in SIBL. Latest at Delivery Desk & Cullman Reading Room browsing area. Microfilm in Microform Reading Room. (Lib. also has: Sept. 1857 - date. Call #*R-ZY. Located at the General Research Div.)
Daily price listings ceased as of April 4, 2006, except Sunday edition.
Wall Street Journal (http://www.wsj.com)
(Eastern ed.). Lib has: July 1889 - date. Latest issue at B.Altman Delivery Desk & Cullman Reading Room browsing area. Old issues in microfilm at the Microform Reading Room on the lower level.
Daily price listings ceased 1/5/07, except Saturday, weekend editions.
Barron's (http://www.barrons.com)
Weekly. Lib. has: May 1921- date. Latest issue at B. Altman Delivery Desk & Cullman Reading Room browsing area. Old issues in microfilm at the Microform Reading Room on the lower level.
Factiva (formerly Dow Jones Interactive) (see details above)
Factiva (formerly Dow Jones Interactive) (see details above)
OTC Semi-annual Stock Summary
July 1-December 31 2004-
Latest 4 issues in Financial Services
Continues: National Quotation Bureau Semi-Annual Stock Summary
Use Call # JBL 94-198 for July (1994)-2004. Continues: The National Stock Summary (July(1983)-Jan(1994) use Call # JBL 95-134). Continues: The National Monthly Stock Summary (JBL 92-116 Library has: Annual and semiannual accumulations for vol. to Jan. 1, 1917, vol. to Jan. 1, 1919-Oct. 1928/Apr. 1929, Apr./Oct. 1930-Jan. 1983).
Big Charts
http://www.bigcharts.com
Finance Google
http://finance.google.com
Wall Street Research Net
http://www.wsrn.com
Yahoo! Finance
http://finance.yahoo.com
Mergent Online (EIC)
Mergent’s Handbook of Common Stocks
Latest issue in Financial Services.
Security Owner’s Stock Guide. Standard & Poor’s Corporation
Latest year SIBL-B Altman Desk JLK 86 189.
Yahoo! Finance Ticker Symbol Lookup
http://finance.yahoo.com/l
Companies that have publicly traded securities typically use transfer agents to keep track of the individuals and entities that own their stocks and bonds. Most transfer agents are banks or trust companies, but sometimes a company acts as its own transfer agent.
Transfer agents perform three main functions:
Finding transfer agents:
Annual Report:
This information appears on the next to last page of the Company's Annual Report. The Annual Report will also have the phone number to call which many other sources do not have.
Electronically:
Investor relations section of the company’s website
Mergent Online (Basic search---then choose annual report or click on Tear Sheets and then on Fact Sheet)
S&P Net Advantage (Corporation Records)
In Paper:
Mergent Manuals
Mergent's Handbook of Common Stocks
Standard & Poor’s Corporation Records
All located in the Financial Services area.
Barron's (http://www.barrons.com)
Call # *ZAN-T920
Variable Annuity/Life Performance Report/Morningstar
Monthly. Jan.-Apr. (1992) – 2002 in call # JBM 92 -935.
Continues: Variable Annuity Performance Report/Morningstar
Monthly. Jan -Aug. 1992 in JBM-935.
TheStreet.com Ratings’ Consumer Guide to Variable Annuities
Annual. Latest ed. in *R-SIBL HG8790 W44
Continues: Weiss Ratings' Consumer Guide to Variable Annuities
Annual. 2000-2006 in JBM 07-61.
July. NYPL Art and Architecture Collection.
One of 700,000 pictures in the NYPL Digital Gallery
