In addition to the wealth of information sources included in your course syllabus, here are some library databases and some freely available web sites to try.
Sources for Company Data and Analysis:
Company's web site: Start with the company’s web site; look for Investor Relations, About the Company, etc. There may be a CEO message, or you can also find mission statements, values, financial information, and other information to help you analyze the company.
EDGAR, the web site of the Securities and Exchange Commission (SEC). In the US, public companies must file information with the SEC. A 10-K is the annual filing a company must make. Click "Search for company filings" then "Company or fund name" and enter the company name. If you find reports in EDGAR, that means the company is public.
LexisNexis Academic:
Use Search Company Info to search for company reports that include financials, news, analysts' reports, and other company information.
OneSource:
Use this database for company and industry data and information:
Companies: detailed financial data company financials, histories, ratios, news, and complete annual and quarterly financial reports. Includes up to 15 years of data. Also, includes subsidiaries, branches; competitors; analysts' reports; SWOT analyses.
Net Advantage:
Includes research, data, and commentary on companies, industries, stocks, bonds, and funds, from popular Standard & Poor’s research products such as Industry Surveys, Stock Reports, Corporation Records, The Register of Corporations, Directors and Executives, The Outlook, and Mutual Fund Reports among others.
Passport GMID:
For companies: Short overviews of many companies, including strategic information, company background, and contact information.
For industries: Full-text market reports, global industry information, consumer demographics, comment from expert industry and country analysts, and much more.
Statista:
A database of statistics and data on industries, companies, market share, consumers, investment banking, interest rates, real estate, and much, much more. Data is viewable in different graph forms, and there are industry reports for certain industries.
Value Line Investment Survey (Print) On reserve, ask for this at the Circulation Desk:
Includes reports on companies in about 95 industries. Information includes 11-year statistical history, recent stock prices, projections, and target price ranges. Industry information includes financial statistics and charts, updated quarterly. There is also a general weekly review and financial outlook summary. Call number: Reserve Desk (request at Circ Desk, first floor ).
WRDS: Wharton Research Data Services: You need to create an account before using this for the first time.
The USF School of Management subscribes to three databases in WRDS: COMPUSTAT, CRSP, and OptionMetrics.
OptionMetrics: OptionMetrics' IvyDB is a comprehensive source of historical price and implied volatility data for the US equity and index options markets.
COMPUSTAT: (from Standard & Poor's) provides more than 300 annual and 100 quarterly Income Statement, Balance Sheet, Statement of Cash Flows, and supplemental data items on more than 24,000 publicly held companies. The COMPUSTAT databases on WRDS include Industrial, Full Coverage, Research; Prices, Dividends & Earnings; Segments; Bank; Canadian; Global Vantage; and EXECUCOMP. EXECUCOMP offers executive compensation data in addition to detailed breakouts of compensation data under the pre-2006 reporting rules for those who are researching historical compensation trends.
CRSP: The Center for Research in Security Prices maintains the most comprehensive collection of security price,return, and volume data for the NYSE, AMEX and NADSAQ stock markets. Additional CRSP files provide stock indices, beta- and cap-based portfolio, treasury bond and risk-free rates, and mutual fund databases. CRSP also provides CRSP/COMPUSTAT Merged Database, a database that simplifies matching COMPUSTAT financial data to the CRSP security price data.
Selected Web Sites:
Sources for Economic Indicators:
The Economist Economic Indicators blog: http://www.economist.com/topics/economic-indicators
United States Census, Economic Indicators: http://www.census.gov/cgi-bin/briefroom/BriefRm
Interest Rates:
Bloomberg: Interest Rates: http://topics.bloomberg.com/interest-rates/
FRED: Federal Reserve Bank of St. Louis: http://research.stlouisfed.org/fred2/
US Treasury Department: http://www.treasury.gov/resource-center/Pages/default.aspx
Commodities/Futures:
Futures Quotes.com: http://futures.quote.com/
Trading Charts.com: http://futures.tradingcharts.com/marketquotes/
Investing Sources:
Securities Industry and Financial Markets Association (SIFMA): http://www.sifma.org/issues/regulatory-reform/otc-derivatives/resources/
International Swaps and Derivitives Association (ISDA): http://www2.isda.org/
Zack's Investment Research: http://www.zacks.com/
