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Investment Research Guide
  BASICS and REFERENCE
*  Dictionary of Finance and Banking. [Ref HG 151 D54 2005]
*  Dictionary of Finance and Investment Terms. [Ref HG 151 D69 1995]
*  Encyclopedia of Business and Finance. [Ref HF1001 .E467 2000] 
2-vol. set of practical articles on topics in finance and banking, accounting, marketing, management, and information systems.
*  Encyclopedia of Money. [Ref HG 216 A43] 
Single volume money encyclopedia. 
*  Financial History of the U.S. [Ref HG 181 M297] 
Three volume set with coverage from Columbus through 2001. With detailed bibliography.
*  Global Financial Data UCSB only!
Collection of financial and economic data on most countries.
*  Handbook of Financial Market Indexes, Averages, and Indicators. [Ref HG 4636 B49 1990] 
Overview of the world's major stock markets, including how they work and how their associated indexes work. 
*  International Encyclopedia of the Stock Market.  [Ref HG 4551 I57 1999] 
Entries cover stock market and investment terms, including terms relevant to international stock markets. 
*  Investment Sourcebook. [Ref HG 4521 C58 2001] 
Wide ranging guide includes basics, definitions, strategies, and sources on everything investment related. 
*  Investopedia  
Online glossary of investment terms.  Also includes articles about various aspects of personal investing. 
*  Irwin Guide to Using The Wall Street Journal. [Ref HB 3743 L44 1996] 
Guide on how to use and interpret the financial information in the Wall Street Journal and other business news sources. 
*  Investor Words 
Another online investment terms glossary.
*  McGraw Hill Investor's Desk Reference. [Ref HG 4527 C585 2001] 
Another all-purpose guide to the variety of investments, investment concepts, and investment strategies. 
*  Motley Fool Investing Basics 
Step-by-step tutorial for getting started and succeeding in investing.
*  New Palgrave Dictionary of Money and Finance. [Ref HG 151 N48 1992] 
3-vol. set includes 1000 detailed essays on finance topics. Each entry includes bibliography. 
*  New York Times Dictionary of Money and Investing. [Ref HG216 .M67 2002]
*  SEC Office of Investor Education and Advocacy 
Documents and links.
*  Technical Analysis from A to Z . [HG4529 .A35 2001]
Includes introduction to technical analysis, and concise explanations of numerous technical analysis tools. 
*  Wall Street Dictionary. [Ref HG 151 S424 1999] 
5000 brief entries on investment terms. 
*  Wall Street Journal Guide to Understanding Money & Investing. [Ref HG 4910 M67]
Basic guide to money and investments. 
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RESEARCH
News/Reference    |    U.S. Market Averages    |    Company Research
Economic Indicators    |    Investment Advisory Services
More Stock Resources    |    More Bond Resources    |    More Fund Resources
International Investment
News/Reference
*  Barrons [H 1 B34]
Current issues of this standard weekly investor's newspaper are in Serials and Newspaper Room.  Limited information free on website.
*  Best Calls 
Service of investor conference calls ('analyst calls'). Includes archive.
*  Business Wire
Up to the minute business news; may limit by topic and geography.
*  CEOExpress
Portal to business news, research, and information online. Includes links to magazines, quotes, company research sites, and just about any other topic of interest for business purposes.
*  CNNMoney | Marketwatch | MSN Money | Yahoo! Finance 
Largely redundant: each offers market data, stock quotes, bond data, mutual fund data, general investment news, personal portfolio tracking, and comprehensive research data including company profiles/ financials/ news/ historical price data/ earnings reports/ SEC reports/ ratios/ custom charts. Other similar sites exist; look in Stock Advanced or Superstar Investor below for more.
*  Earnings Whispers 
Reporting service for corporate earnings reports.
*  Financial Times. [AN 169 F55] 
Standard investment daily from London; coverage especially strong for international markets; much data online for free;  current three months in Serials and Newspaper Room. 
*  Investor's Business Daily [no library subscription] 
UCSB users may access much of the content via LexisNexis Academic  UCSB only! (see below).
*  Ohio State's Virtual Finance Library 
Links to variety of finance and investment sites.
*  PR Newswire
Compilation of company press releases.
*  Wall Street Journal (1985-present) via Proquest UCSB only!
*  Wall Street Journal (1889-1984) via Proquest UCSB only! [AN 34 W26]
Daily; current issues in the Serials and Newspaper Room, backfiles on Microfilm. UCSB users, use Proquest version to access full-text from first ever issue until today's. Limited information free to others via website: Wall Street Journal
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U.S. Market Averages
American Stock Exchange Dow Jones Averages
Boston Stock Exchange Kansas City Board of Trade
Chicago Board of Trade NASDAQ
Chicago Board Options Exchange New York Mercantile Exchange
Chicago Mercantile Exchange New York Stock Exchange
Chicago Stock Exchange
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Company Research
The sites in News/Reference above are all useful for basic company research.
For in-depth company research, see the Companies & Industries guide.
For Annual Reports, EDGAR, and spreadsheet financials, jump to the Annual Reports section.

Economic Indicators
*  For current economic statistics, trends, and analysis, see the Economic Statistics section of the Economics Research Guide.

Investment Advisory Services
*  Standard and Poor's The Outlook. [Ref  HG 4501 O98]
Each weekly issue gives current market outlook and recommendations to investors. 
*  Value Line Investment Survey. [Ref  HG 4501 V26]
Covers over 1700 stocks grouped into 90 industries, with statistics and outlook. Each stock updated quarterly. 
*  Financial engines
This service crunches the numbers to assess investment risk.
The News/Reference sites above all contain analysts/broker recommendations as well.

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More Stock Resources
The following sites are in addition to the information available via the News/Reference sites above. 
*  The Dow Jones Averages, 1885-1995. [Ref HG 4915 .D6434 1996] 
Lists daily Dow closes. 
*  Securities Industry and Financial Markets Association 
Association of securities/investment companies.
*  Security Owner's Stock Guide. [Ref HG 4915 S42] 
Monthly summary of worldwide stock performance (some mutual funds). 
*  Security Price Index Record. [Ref HG 4915 .S68] 
Recent and historical stock and bond performance for overall market and in 100 sectors/industries. 
*  Standard & Poor's Analysts' Handbook. [Ref HG 4905 .A66] 
For 100 sector/industries, stock prices, volume, dividends, etc. 
*  Standard and Poor's Dividend Record. [Ref HG 4908 S765] 
Monthly guide to dividends and stock splits, includes mutual funds. 
*  Standard and Poor's Stock Reports. (NYSE, NASDAQ, and AMEX). [Ref HG 4907 S72] 
Quarterly; 3-vol set contains stock and company statistics for most companies traded on NYSE, NASDAQ, or NYSE. 
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More Bond Resources
The News/Reference sites above also contain bond background and data.
*  Bondsonline 
Contains news, advice, and commentary.
*  Bureau of the Public Debt 
Information on federal government bonds: Savings Bonds, Treasury Notes, etc.
*  Investing in Bonds 
News and advice on bonds, from the Bond Market Association.
*  Moody's/Mergent Bond Record. [Ref HG 4905 M78] 
Monthly guide provides prices, yields, and ratings on domestic and many foreign bonds, both corporate and government/municipal. 
*  Moody's Municipal and Government Manual. [Ref H 1 M64] and Municipal News Reports. [Ref HG 4931 M6] 
Detailed information on municipal and government bond financing. 
*  Moody's/Mergent Credit Survey. [Ref HG 4905 .C73] 
Weekly; commentary and listings of new bond and preferred stock offerings, ratings, more. 
*  Savings Bond Calculator 
For treasury bonds.
*  Standard & Poor's Bond Guide. [Ref HG 4905 S435] 
Monthly guide to corporate, foreign, and municipal bonds, includes prices, yields, and ratings. 
*  RATING SERVICES:
Standard and Poor's | Fitch IBCA | Moody's
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More Fund Resources
*  "Annual Mutual Fund Survey" (late August or early Sept. issue of Forbes. [H 1 F62] 
Forbes annual survey of mutual funds, with analysis and recommendations. 
*  "The Best Mutual Funds" (annually in a January or February issue of Business Week H 1 B87) 
Business Week's recommendations on mutual funds. 
*  Morningstar Mutual Fund 500. [Ref HG 4530 M664] 
Morningstar's guide to 500 best funds.
*  International Encyclopedia of Mutual Funds, Closed-end Funds, and Real Estate Investment Trusts. [Ref HG 4530 M227] 
Guide to funds.
*  Brill's Mutual Funds Interactive | Investing in Mutual Funds: Maxfund.com
All purpose mutual fund sites, with news and quotes, and education about funds.
*  Mutual Fund Connection
Background and data on mutual funds from the Investment Company Institute.
*  Vanguard Mutual Fund Basics
Introduction to what mutual funds are, how they work, and tips for investing in them.
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International Investment Resources
*  Espin Stock Charts 
Summary of worldwide stock indexes.
*  Stock Markets of the World
Links to stock markets worldwide.
*  JP Morgan ADR site 
News and information relating to global companies traded in the U.S.
*  Emerging Stock Markets Factbook. [Ref HG 4551 .E43] 
Information on stock markets in emerging economies. 
*  World Stock Exchange Fact Book: Historical Securities Data.... [Ref HG 4551 W657] 
Information and historical data on stock markets worldwide. 
*  Security Owner's Stock Guide. [Ref HG 4915 S42] 
Monthly summary of worldwide stock performance (some mutual funds). 
*  Worldscope Global. [CD-ROM in the Electronic Arcade]. 
Detailed capital and securities information for international companies. 
*  International Financial Statistics Locator.  [Ref HG 151.7 B37 1995] 
Guide to where international financial statistics are published. 
*  Asian Wall Street Journal. [Serials and Newspaper Room AN 309 .A84] 
*  Financial Times. [Serials and Newspaper Room AN 169 .F55] 
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FINDING ARTICLES
blueball   Business Source Complete UCSB only!.
Index and full-text of thousands of trade and scholarly publications in business, economics, and related fields. Also includes various market research reports, company research reports, and country research reports. Many major journals have .pdf archives back to first issue published.
blueball  Regional Business News UCSB only!.
Complimentary to Business Source Complete (above). Index and full-text of regional business magazines and newspapers.
*  LexisNexis Academic UCSB only!
Choose BUSINESS, then NEWS for current business news.  Includes full-text of thousands of magazines and newspapers, including titles such as Investors' Business Daily. 
*  TheLion.com 
This is a search engine of stock and investment related news and discussion groups. 

FINDING BOOKS
*  Pegasus
Find books and other materials in the UCSB Libraries.
*  Melvyl
Find books in all UC libraries.
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INTERNET BUSINESS MEGASITES
*  Librarians Index to the Internet: Business
Links in 40+ categories; includes reviews.
*  Bizlink
Links in broad and specific category; includes reviews.
*  Business.com
Yahoo! style guide to business resources, with current news.
*  New York Times selective guide to Internet business, financial and investing resources
Links by broad category.
*  Scout Report Archives
Searchable database of reviews in the Scout Report.
*  Infomine- Scholarly Internet Resource Collections in Business & Economics
Searchable database of reviewed sites.
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contents
*  Basics and Reference
*  Research:
  - News/Reference
  - U.S. Market Averages
  - Company Research
  - Economic Indicators
  - Investment Advisory Services
  - More Stock Resources
  - More Bond Resources
  - More Fund Resources
  - International Investment
*  Finding Articles
*  Finding Books
*  Internet Business Megasites
off-campus access
Items marked UCSB only! are available only to UCSB students, faculty, staff; see off-campus access for instructions.
need help? contact the author:
Janet Martorana
Subject specialist for
Business Economics
martoran@library.ucsb.edu
805-893-8724

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Last Updated: 08/22/08 04:55:33