FINA-41000-Real Time Portfolio Management

Company/Industry Event News & Ideas


SEC Documents & Analysis

Company & Industry Analysis

  • Morningstar -Stock and mutual fund research resource. Gives independent analysis and recommendations. Screening capability.
  • Value Line Investment Survey -covers about 2000 companies and 100 industries. Each are updated quarterly. Rankings of industries and upgrade/downgrades of companies done weekly.
  • Seeking Alpha
    Corporate Earnings call transcripts. These are the transcripts from quarterly and yearly earnings announcements which are done by corporate officers to various financial analysts.
  • Business Insights Essentials -Includes company profiles, brand information, rankings, investment reports, company histories, chronologies and periodicals. Search this database to find detailed company and industry news and information. Coverage is from 1980 to the present.
  • Nexis Uni (replaces LexisNexis) -Full-text access to continuously updated news, law, and business information. Highlights: News: newswires, transcripts, regional, national/international news. Business: company profiles, news, analyst reports and SEC filings. Screening capability as well as listings of a company's competitors.
  • Standard & Poor's Industry Survey-Coverage of major industries in the U.S.,quarterly. Statistics, suggested sources, overviews including trends, major players, regulatory issues, etc. Supplemented by Monthly Investment Review. Latest two years in REFERENCE. Older editions in stacks.  REF HC106.6 S74 . Good starting point to learn what to look at for a specific industry when doing analysis.

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picture of Jim Bondra
Business Librarian
(607) 274-1962

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