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Starting Points: Guide to Investing

 
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  Reference   l   Additional Material   l   Web Sites
  ______________________________________________________________________________________
  

Reference – 1st Floor  

The Kiplinger Letter
:

The weekly Kiplinger Letter, subtitled “Forecasts for Management Decision Making,” was launched in 1923, and remains the longest continually published newsletter in the United States addressing market trends taking into account politics and other variables.

 

 

Mergent Equity Research Reports:

Moody’s Manuals, published since 1909, changed names to Mergent, Inc. in June 1999 after the publishing division of Moody’s Investors Service was purchased by Mergent in July 1998Mailed 11 times a year, Mergent’s Equity Research Reports, alphabetical by company name, provide overviews of thousands of publicly traded companies.  Included are “Recommended Summary,” Analysis Summary,” Business Summary,” “Price Performance,” “Earnings Momentum,” “Recent Developments,” “Price Momentum,”  Prospects,” Analyst Forecasts,” and “Fiscal Year Fundamentals.” Monthly News Reports, updated weekly are available to subscribers at (www.fisonline.com).

 

 

·       Morningstar Mutual Funds:

      Morningstar is a one-volume loose-leaf financial advisory service covering the mutual fund industry. For each fund a one-page statistical profile is given, which includes a description and analysis, basic operating facts such as minimum and subsequent investment, fund manager, fees, income, portfolio holdings and some historical financial statistics.



The Outlook:

      The Outlook, published since the late ‘30s, is a more traditional weekly 12 page newsletter with articles and stock recommendations of exceptional value and occasionally a list of “stocks to avoid.”  The Outlook also includes articles on how to invest, information on bonds, mutual funds and other securities.   

 

                                                                                                                

      Value Line Investment Survey:

      Value Line, popular investment advisory service, provides coverage to 1,700 stocks grouped into over 90 industries.  Issued weekly in three parts, Part I, “Summary and Index,” serves as a cumulative index to the entire set leading the user to the page on which each company report appears and summarizes key data for all 1,700 stocks.  Part II, “Selections and Opinions,” a weekly newsletter, contains articles on the economic outlook, state of the market, trends and statistical indicators.  Part III, “Ratings and Reports,” carries full-page coverage for all 1,700 companies, plus an industry overview for the 90 industry groups. Each company analysis is updated four times per year on a rotating schedule.



Value Line Investment Survey – Small and Mid-Cap Edition:

      Value Line Small and Mid-Cap Edition offers coverage to approximately 1,800 stocks not covered in Value Line Investment Survey.  The “Expanded Edition,” set-up just like the “Standard Edition,” is published weekly and issued in three parts.

 

 

 

 

Finding Additional Material

 

Dewey Decimal browsing numbers: 332-333
In addition to reference books, you may want to search for other books and materials (videos, audiobooks, etc.) on your topic. The best way to find good sources of information is to do a subject search in our Library catalog. You can access the Library catalog from the Library or from your home computer by going to our Web page (
www.wppl.org), then to Search Our Catalog The best subject heading for this topic is Investments.

eBooks
Visit EBSCOhost to search the collection of thousands of eBooks the Library has to offer. Library card required. Contact a reference librarian for additional details.

Articles
The following sources can be used to find magazine articles dealing with your topic:

·            The Readers’ Guide to Periodical Literature - Adult Reference  R 050 R
       Search for articles on a subject within any given year.

       EBSCOhost, Infotrac Onefile, and America’s Newspapers - Access from the Library or at home using your library card
       number at
www.wppl.org.  Search for full-text articles in these online databases using your choice of keywords. You can limit
       the search to a certain year or even a certain magazine.

 

 

 

 

Web Sites

 

Big Charts: Quotes, news, industries, markets and historical stock quotes back to 1970.         
 

Morningstar: Information about stocks, mutual funds, taxes, retirement and more.    

                                       
Motley Fool:
Offers entertaining and extensive advice and commentary on all aspects of investing.  Free registration for many functions, subscription for others.


Mutual Fund Investor’s Center: Both the basics and sophisticated advice about mutual funds.     

               
Social Investment Forum: Extensive information, contacts and resources about socially responsible investing.                                                
      

 

 

***The Library also offers a collection of business-related sites at (www.wppl.org), then to Reference Resources, then Good Web Sites, and click on Business & Personal Finance.***

 


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U
pdated: September 7, 2010

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