SOURCES FOR FINANCE 3020 PROJECTS

PRIMARY SOURCES

10-K Report/ Annual Report to Shareholders

SOURCES:

LEXIS-NEXIS Academic Universe

Business SEC Filings pull-down menu lists each.FISonline

Can also link to these in Global Access, Hoover’s, and possibly the company

homepage.

Company homepage

SECONDARY SOURCES – ELECTRONIC

FISonline

“Full Report” contains much valuable information including financials, ratios,

history, long term debt, capital stock, description of business, property, etc.

Global Access

Again, “Full Report” contains information such as stock ownership information,

officers and directors and their salaries, ratios, financials, etc.

Hoover’s Online

History of the company under “Profile,” competitors, homepage link, officer

and segment information, links to annual reports and financial information.

Business & Company Resource Center (Infotrac)

Search on the name of the company, look at boxes cross the top of the screen

for “Investment Reports.” Includes journal articles. Available at home through

InfoTrac.

LEXIS-NEXIS Academic Universe

Easiest place to find annual and 10K reports. Also useful for the VERY LATEST articles from newspapers, magazines, and journals. Available at home.

Standard & Poor’s Net Advantage

Includes Bond Guide, Dividend Record, Earnings Guide, Industry Surveys,

Mutual Fund Reports, Stock Guide, Stock Reports. “Stock Reports” is an analysis of the stock and also accesses “Wall Street Consensus,” the latest headlines, and a brief industry analysis.

Zacks University Analyst Watch

INVESTOR SERVICES

Value Line – stocks – at circulation desk

Morningstar – mutual funds – at circulation desk

Mutual Funds Update – in Buck Room

Mergent Bond Record – in Buck Room

CreditWeek – bonds – in Buck Room

Global Ratings Handbook – bonds – in Buck Room

JOURNAL ARTICLES

Also available through ABI/INFORM, Wall Street Transcript, Business & Industry,

Business Dateline, Wall Street Journal, ProQuest Newsline, Tablebase, DowJones Interactive, and Wilson Select. Many available at home through FirstSearch.

INDUSTRY SOURCES – At Circulation Desk

Standard & Poor’s Industry Surveys, U.S. Industry and Trade Outlook, several

encyclopedias of a variety of different industries.

MARKET SHARE

The easiest way is LEXIS-NEXIS Classic, using “Market” library, “Mktshr” file, then

type your company name.

GOOD WEB SITES

INTERNET RESOURCES AND SERVICES FOR INTERNATIONAL FINANCE AND

INVESTMENT – book on Donchez” reserve - lists web sites.

FOR SECURITIES FRAUD PAPER

Best journal database – Abi/Inform – subject heading is “securities fraud”

Other database – business & company Resource Center – “securities fraud” – subheading “cases” for identifying a particular instance

Web site –

NOTE:

Some of these sources can be used through

On the Chinook menu on the left side, is a box, “Article Access.” Click on that

to access LEXIS-NEXIS Academic Universe, FirstSearch, and Infotrac.

FirstSearch Gold accesses ABI/INFORM.

FirstSearch Silver accesses Business & Industry and Business Dateline.

Note: To use these most effectively, use the pull-down menu near “Select a

Database”

InfoTrac accesses Business & Company Resource Center.

Also, Chinook “What’s New” accesses Wall Street Transcript.