Deschutes Public Library

Investment Resources


This guide is designed to assist you in researching companies and making investment decisions.

Getting Started

Become familiar with the terms and concepts of investing. The following handbooks, guides and web sites can assist you as you begin your research.

Barron’s Finance & Investment Handbook
(Reference and Non-fiction 332.678 DOWNES JOHN -- Bend, Redmond, Sisters, Sunriver)
One volume reference for financial planning and investment needs. Includes directories of over 6000 publicly traded corporations, brokerage houses, mutual funds firms, and investment newsletters and software, a 5000-term dictionary, and sketches of 30 key investment opportunities.

Dictionary of Finance and Investment Terms
(Reference and Non-fiction 332.03 DOWNES JOHN -- Bend, Redmond)
This dictionary from Barron’s defines and explains over 4000 finance and investment terms.

Investing Basics
Motley Fool’s guide for beginning investor’s. Includes sections on stocks, mutual funds, bonds, analysis, picking a broker and the keys to success

Investor Education and Assistance
Provided by the U.S. Securities and Exchange Commission (SEC) this site features special interactive tools for investors including a retirement estimator and a money quiz.

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Library Catalog

This is the place to find books on a particular topic. Conduct a subject search using these headings to find information about investing and investments.

STOCKS	INVESTMENTS	INVESTMENT ANALYSIS
STOCK EXCHANGES	MUTUAL FUNDS	GOING PUBLIC (SECURITIES)
FINANCE, PERSONAL	SECURITIES	UNITED STATES – INDUSTRIES
BONDS	SPECULATION	CORPORATIONS

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Current Information

Newspapers and magazines offer access to current information about financial markets, companies, and investment guidance. To locate information on a particular topic or company, use the full-text resources Business Source Premier and MasterFILE Premier, available online via Magazines Online (EBSCOhost).

Barron’s, weekly (Magazine Area -- Bend) and http://www.barrons.com

Business Week, weekly (Magazine Area -- Bend, Redmond)

Forbes, biweekly (Magazine Area -- Bend, Redmond) and http://www.forbes.com.  Special issues include the Report on American Industry (January) and the Forbes 500 (April).

Fortune, biweekly (Magazine Area -- Bend, Redmond, Sunriver) and http://money.cnn.com/magazines/fortune/ Special issue, Fortune 500, published in April.

Investor's Business Daily  (Newspaper Area -- Bend) and updated daily at http://www.investors.com

Kiplinger’s, monthly (Magazine Area -- Bend) and updated daily at http://www.kiplinger.com/magazine

Oregonian, daily (Newspaper Area) and http://www.oregonlive.com

Smart Money, updated daily http://www.smartmoney.com

Wall Street Journal, daily Monday through Friday (Newspaper Area -- Bend, La Pine, Redmond, Sisters, Sunriver)

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Company Information

Information about companies may be found in newspapers, magazines, reference books, and online. Listed below are just a few of the resources that may be of use when researching companies.

Phone & Business Directories (ReferenceUSA)
A directory of private and public businesses from across the United States and includes the contents of the SEC’s EDGAR database.Access via the library’s web page using your library card.

Hoover’s Handbook of American Business
(Reference 338.7 HOOVER'S -- Bend, Redmond)

Hoover’s Handbook of Emerging Companies
(Reference 338.7 HOOVER’S -- Bend, Redmond)

Hoover’s MasterList of Major U.S. Companies
(Reference 338.7 HOOVER’S -- Bend, Redmond)
American Business offers snapshots of 750 major U.S. companies, while Emerging Companies provides profiles of America’s most exciting growth enterprises. The MasterList provides brief facts for more than 5,500 public and private U.S. companies. Company information and current financials are also available via Hoover’s Online (http://www.hoovers.com).

Standard and Poor’s Corporation Descriptions
(Reference 332.63 STANDARD A -- Bend)
Updated monthly this is the most recognized resource for corporate summaries.

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Industry Information

Use industry information to determine how a particular industry operates and identify trends that contribute to the success or failure of a company.

Current Industrial Reports
U.S. government prepared reports on many industries.

Industry Research Desk
Provides links to industry information on the Internet.

Standard and Poor’s Industry Surveys
(Reference 332.67 STANDARD A -- Bend)
Quarterly profiles cover current analysis, background information, problems and trends for all major domestic industries. Includes statistical analyses of major companies in each industry.

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Stocks

Use the following print and online resources to locate information about stocks and their performance.

DailyStocks.com
Links to over 200 financial sites under the categories of market numbers, market commentary, news headlines, earnings, stocks screens, IPOs/filings, mutual funds, and more.

Morningstar Investment Research Center
The Morningstar Investment Research Center helps you make smart investment decisions. Find a stock or fund to meet your needs, research current or prospective holdings, or see how your investments fit together.

Standard and Poor’s Stock Guide
(Reference 332.632 STANDARD A -- Bend)
Issued monthly this compact guide provides information in summary form on several thousand stocks, including ticker symbols, exchanges listings, and current and historical price information.

Standard and Poor’s Stock Reports
(Reference 332.632 STANDARD -- Bend, Redmond)
Quarterly reports on over 4100 companies traded on the New York Stock Exchange, the Nasdaq Stock Market, the American Stock Exchange, and other regional and international exchanges. Included are key income statement and balance sheet items and an analysis of the most recent earnings report.

Stock Exchanges Worldwide
Links to major stock exchanges around the world.

Stock-Market-Investing.com
Provides links to stock screening services available on the Internet. The Stock Research page provides links to the Company Sleuth, a useful tool for obtaining "inside" information on a stock and VectorVest which provides instantaneous analysis of value, safety, timing volume, price, earnings, dividends, and many other critical investment parameters on over 1900 stocks.

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Mutual Funds

Use the following print and online resources to locate information about mutual funds and their performance.

MAXfunds.com
An unbiased, independent site designed to help mutual fund investors make informed decisions. It is modified and updated daily.

Morningstar Mutual Funds
(Reference 332 -- Bend, Redmond)
The premier print resource for tracking mutual fund performance. One-page summaries include performance, and risk and portfolio analysis. See also http://www.morningstar.com, Morningstar’s site on the Internet, for current information and articles.

Mutual Fund Investor's Center
A large collection of mutual fund companies, website links, fund listings, and special planning, tracking and monitoring tools.

Smart Money - Funds
Weekly news and analysis pertaining to mutual funds, a fund glossary, and many fund tools and screeners.

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Bonds

Use the following print and online resources to locate information about bonds and their performance.

Bonds Online
The most comprehensive site on the Web devoted to fixed-income securities. This free site, provides the best collection of resources designed to help you navigate the world of treasuries, corporates, money markets, and municipal bonds.

Investing in Bonds
Supported by the Bond Market Association, this site provides information about corporate and municipal bonds. Trading reports and prices are listed and the bonds are listed with credit ratings and yields. Special features include a guide to investing in bonds, an investor’s checklist, and a lengthy article on the U.S. Bond Market.

Savings Bonds Calculator
This handy tool calculates the value of your United States Savings Bonds. Savings bond redemption values for Series E bonds, Series EE bonds, and Series S notes may be calculated.

Standard and Poor’s Bond Guide
(Reference 332.632 STANDARD A -- Bend)
Provides summary data on corporate bonds listed on the New York and American stock exchanges. Data on each bond include the exchange it is listed on, whether it is a registered or bearer bond, the months when interest payments are made, the S&P bond rating, price and yield information, and redemption provisions.

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Investing and the Internet

Throughout the handout a number of web sites have been featured. Many more are available. The best way to locate investment web sites is through Internet directory services. Listed below are some excellent resources for locating Internet resources.

Internet Public Library
Resources have been selected according to a strict selection policy and each entry includes a brief description. Select the Subject Collection Business and then choose the sub-category of Finance.  Note that there are sections on Investments and Personal Finance.

Yahoo
Contains over half a million web sites in its databases, this grand-daddy of search tools may be the largest Subject Directory on the web, meaning that it covers more and is less selective than other Directories. Begin by selecting the category Business & Economy, then choose Finance & Investment.

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General Internet Investment Resources

These are good general resources for all types of investing.

Bloomberg.com
In addition to stock and mutual fund information, this site provides access to many Bloomberg publications, including feature articles from Bloomberg Personal.

Fool.com, The Motley Fool
A comprehensive investment resource for small investors.

InvestorGuide
This site offers company information, charts, and a question and answer center to over 1000 investing questions.

Investor Home
Offers quick and direct access to the most popular investing sites on the Internet.

Investor Information
From the Finance & Corporate Securities division of the Oregon Department of Consumer and Business Services, this site offers special press releases and investor alerts.

MarketWatch
From CBS this one-stop-shopping financial site has everything you need to help you pick, track, or buy stocks, bonds, or mutual funds.

National Association of Investors Corporation (NAIC)
An excellent resource for both individual investors and investment clubs. Some information is available to NAIC members only, but there is a lot of free information for the non-member.

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Specialized Internet Sites

The resources listed below are just a few of the many specialized sites available on the Internet. This list is by no means comprehensive. For additional resources, explore Internet subject directories and the general Internet sites listed above.

Small Cap Investing
Microcap Stock: A Guide for Investors
Penny Stocks Network
Small Cap Center

Quotes
Historical Stock Quotes 
Silicon Investor
PCQuote.com
Yahoo! Quotes 

Initial Public Offerings
Gaskins IPO Desktop 
IPO Central 
IPOguys

Online Trading
Ameritrade 
E*Trade 
Tips for Online Investing 

Socially Responsible Investing
Ethical Investing 
Good Money Home Page
Social Funds 
Social Investment Forum 

Retirement Planning
Annuity Info
Retire Early Home Page 
SaveWealth.com 
Vanguard Group 

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