This guide is designed to assist you in researching companies and making investment
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
(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
(Reference and Non-fiction 332.03 DOWNES JOHN -- Bend, Redmond)
This dictionary from Barron’s defines and explains over 4000 finance and investment
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
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.
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
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
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
(Magazine Area -- Bend) and updated daily at
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)
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
Phone & Business Directories
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
(Reference 338.7 HOOVER'S -- Bend, Redmond)
Hoover’s Handbook of Emerging
(Reference 338.7 HOOVER’S -- Bend, Redmond)
Hoover’s MasterList of Major
(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
(Reference 332.63 STANDARD A -- Bend)
Updated monthly this is the most recognized resource for corporate summaries.
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
(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.
Use the following print and online resources to locate information about stocks
and their performance.
Links to over 200 financial sites under the categories of market numbers, market
commentary, news headlines, earnings, stocks screens, IPOs/filings, mutual funds,
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
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
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.
Links to major stock exchanges around the world.
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.
Use the following print and online resources to locate information about mutual
funds and their performance.
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.
Use the following print and online resources to locate information about bonds and
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
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.
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.
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.
These are good general resources for all types of investing.
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.
This site offers company information, charts, and a question and answer center
to over 1000 investing questions.
Offers quick and direct access to the most popular investing sites on the Internet.
From the Finance & Corporate Securities division of the Oregon Department of
Consumer and Business Services, this site offers special press releases and investor
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
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
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
Penny Stocks Network
Small Cap Center
Historical Stock Quotes
Initial Public Offerings
Gaskins IPO Desktop
Tips for Online Investing
Socially Responsible Investing
Good Money Home Page
Social Investment Forum
Retire Early Home Page