WPPL Home Library Info Catalog/Patron Info ElectronicResources Kids & Teens

 Starting Points: Investing Resources

 
 
 I N V E S T M E N T   R E S O U R C E S - in the Reference Department

 Mergent Moody’s Manuals
 Moody’s Manuals, published since 1909, changed names in June 1999 to Mergent, Inc. after the publishing division of
 Moody’s Investors Service was purchased by Mergent in July 1998. Mergent Moody’s Manuals provides detailed profiles of 
 more than 15,000 companies and thousands of municipalities.  The data are gathered from 10-K Reports, Annual Reports
 to tockholders, other disclosure documents and news sources.  The annual Mergent Moody’s Manuals available at the
 Library are: Moody’s Industrial Manual (2 vols.) Moody’s OTC Industrial Manual (1 vol.), Moody’s Transportation Manual (1
 vol.), Moody’s Bank & Finance Manual (4 vols.), Moody’s Public Utility Manual (1 vol.)
The annual volumes are updated with
 a monthly “News Report.”  The “News Reports” are updated weekly and 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 newsletter of 10 to 20 pages with articles and stock
 recommendations of exceptional value and occasionally a list of  “stocks to avoid.”  Includes articles on investing, bonds,
 mutual funds and other securities.
 Value Line Investment Survey  Value Line, a popular advisory service, provides coverage to 1,700 stocks groups in approximately 90 industries. Value Line
 is issued weekly in three parts.  Part I, “Summary and Index,” serves as a cumulative index to the entire set. The index
 leads 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, investing
 trends and statistical indicators. Part III, “Ratings and Reports,” carries full-page coverage for each of the 1,700 companies,
 plus an industry overview for the 90 industry groups. Analyses is updated four times per year on a rotating schedule.
 Value Line Investment Survey
 – Small and Mid-Cap Edition
 Covers approximately 1,800 stocks not covered in Value Line Investment Survey. The “Expanded Edition” is set up like the
 “Standard Edition,” published weekly & issued in 3 parts.
 Wiesenberger Investment
 Companies Service

 
 Wiesenberger provides background and analysis on over 2,200 investment companies, including mutual funds, money
 market funds, closed-end funds, fixed unit trusts and insurance company variable annuity accounts.  Included is a glossary
 of investing terms, statistics on  the mutual fund industry and a directory of mutual funds.
 The Reference Department also contains information on bonds, annuities, industry surveys, statistics, etc.
 
  F I N D I N G   B O O K S   &   O T H E R   L I B R A R Y   M A T E R I A L S/ Dewey Decimal browsing numbers: 331, 371, 650

 
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’s online catalog from the Library or home by going to our Web page
 (www.wppl.org), then - Search Our Catalog - in the upper right hand.
 A good subject heading for this topic is investments.
 
 
  e B O O K S

 
You may also want to check out the collection of thousands of online books (eBooks) the Library has to offer located on the Web site www.netlibrary.com.  Initially,
 you must open an account from  Library computer terminals, but you will then be able to use the account from home as well. Search for employment and career
 books by the following categories: subject, title, author.  See a reference librarian for more detail.

 
 
  F I N D I N G   A R T I C L E S
 
  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 and InfoTrac OneFile - Access from the Library or at home using your  library  card number at www.wppl.org.
           
  Search for full text articles in these databases using your choice of keywords. You can limit your search to a certain year or even a certain magazine.
 
 
 W E B  S I T E S
 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.
 Mutual Fund Investor’s Center   Both the basics and sophisticated advice about mutual funds.
 Social Investment Forum   Information, contacts and resources about socially responsible investing.
 See also the Library's Business & Personal Finance or the Library's Starting Points' Stocks and Bonds  & Company Histories links.
 


For additional information, please see a reference librarian. 
sk 3/29/06
Hit Counter