fina 411: library resources for portfolio management · •broadcast transcripts •bbc, npr, cnn,...
TRANSCRIPT
Janice Kung, Melissa Rivosecchi
February and March 2016
FINA 411: Library resources for Portfolio Management
• Library Services
• Financial Resources
• Business news articles
• Company information
• National and International Market research
Agenda
Library Services
Business News Articles
Financial Resources
• Full-text international newspapers
• Times London, New York Times, The Wall Street Journal, Washington Post, Le Monde, etc.
• Broadcast transcripts
• BBC, NPR, CNN, etc.
• 9,000 sources
Factiva
Eureka
• For more complete coverage of Quebec news, use Eureka.
Canada
• TSX eReview
• Venture eReview
United States
• Value Line– “Selection & Opinion” report
• S&P NetAdvantage
Market News
TSX eReview
• Extensive coverage of market, trading, and corporate events for TSX companies
• Report includes seven chapters:
1. Market highlights and statistics
2. Securities highlights
3. Stock list changes
4. Corporate actions
5. Terms and conditions
6. Trading information
7. Index Information
Venture eReview
• Comprehensive monthly digest
• Trading Activity
• Corporate information for companies listed on TSX Venture Exchange
• Extensive coverage of market and corporate data
• Trading data
• Market movers
• Listings changes
• Financings
• Index information
Value Line
• Comprehensive source of information and advice on:
• 1,700 stocks
• 90 industries
• Stock market
• Economy
• Includes “Selection & Opinion” report
Value Line – “Selection & Opinion” Report
Visit this link for understanding Value Line: http://www.valueline.com/about/help.aspx
• Company data
• In-depth industry reports
• Mutual fund information
• Stock and bond reports
• Corporation records
S&P NetAdvantage
S&P NetAdvantage – Industry Reports
Company & Markets information
Financial Resources
• International annual reports
• Current & historical company research
• International industry reports
Mergent Online
Mergent Online (Annual Reports)
Corporate Annual Reports
Annual Report to Shareholders SEC Form 10-K Filing
Mergent Online (Company Financials)
Mergent Online (International Industry Reports)
• Analyst reports
• IBES corporate estimates
• Corporate debt ratings
• Only works with Internet Explorer
• Use VPN when accessing off-campus
Thomson ONE
IBES Corporate Estimates
Corporate Debt Ratings
• Detailed company data: current, estimates, transactions
• Available on campus only:
• Available in MB 12.254
• Library workstation W 228 and Information desks
S&P Capital IQ
• Connect to databases off campus using Concordia VPN: https://library.concordia.ca/research/databases/offcampus.php?guid=vpn
• How to cite business resources using APA format: http://www.concordia.ca/library/guides/finance/citing-databases.html
• Search for all databases: http://clues.concordia.ca/search/y
Other Helpful Links
Need Help?
Janice KungBusiness Librarian (Accountancy, Supply Chain & Business Technology Management)[email protected] ext. 7758
@janice_kung
Melissa RivosecchiBusiness Librarian (Finance and Economics)[email protected] ext. 7553
@melisrivo