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Investment Resources
General Market Commentaries
Dow Theory Letters: Richard Russell’s Dow Theory Letter provides current US and foreign stock market commentary, as well as covering bonds, precious metals, commodities and economics.
InvesTech Market Analyst: The InvesTech Market Analyst and its companion publication the InvesTech MutualFund Advisor take a generally conservative approach to asset allocation and predicting market swings.
Standard and Poor's Outlook: Standard & Poor’s flagship investment advisory service offers institutional-quality research to professionals and individual investors alike. As the oldest continuously published investment newsletter in the country, The Outlook has been a source of objective investing ideas for over 75 years.
Marple's Northwest Business Newsletter: Focuses on Pacific Northwest stocks and the northwest economy.
Investing in Stocks
Value Line Investment Survey: Gives a comparative analysis of about 1700 stocks. Value Line ranks each stock for timeliness and safety. Its main section, "Ratings and Reports",provides a full-page report for each stock, including the company's past performance, current status, and outlook.
Value Line - Small and Mid Cap Survey: The Expanded Edition covers approximately 1,800 additional stocks not included in the Value Line Investment Survey, mostly small-capitalization stocks.
Morningstar Stocks 500: published annually.
On the Web:
ValueLine Dow Thirty: Free reports for the Dow 30, the 30 largest Dow Industrial Average companies, are offered free on the Value Line site.
Yahoo! Finance's Stock Screener: Choose an industry, input share data, performance data, etc, and see what stocks meet your criteria. Yahoo Finance Center has recently merged with Quicken's stock information website.
Bigcharts: Enter a symbol or company name at the top to get a quick chart, articles,market advice, or choose a full profile, annual reports, SEC filings, etc. Search for historical stock quotes.
Business and Company Resource Center: This database is a subscription service the library has purchased. Only Spokane Public Library card holders, or people who visit a Spokane Public Library branch can access it. You can view company profiles, read news articles, and read investment reports from brokerage firms such as Merrill Lynch and Thomson Financial.
SEC Filings (EDGAR): These are the reports publicly traded companies must file with the Securities and Exchanges Commission.
Zack's Free Research Center: While there are many free company financial look-up sites, this is one of the best. It's extremely fast and you have a choice of viewing five different types of important reports.
Mergers and Acquisitions Activity Page: The Directory of Corporate Affiliations helps you quickly find larger firms that have merged, changed names, or gone out of business.
Penny, Small Cap and OTC Stocks
Search the catalog using the following search terms to find the most current print materials in the library's collection: Small Capitalization Stocks
Value Line - Small and Mid Cap Survey: The Expanded Edition covers approximately 1,800 additional stocks not included in the Value Line Investment Survey, mostly small-capitalization stocks.
Walker's Manual of Micro-Cap Stocks: Formerly Walker's Manual of Penny Stocks.
Walker's Manual of Unlisted Stocks: published irregularly.
Search the catalog using the following search terms to find the most current print materials in the library's collection: Futures market and Stock options.
Publications on futures: From The National Futures Association.
Futures, Options and Commodities web sites: from Penn Library.
CBS Marketwatch's IPO Page: Lists of winners, losers, filings and more.
Hoover's IPO Central: Lists new IPOs for the week, then use their tools such as IPO Calendar, IPO Filings, IPO Performance, IPO Scorecard and IO List.
Search the catalog using the following search terms to find the most current print materials in the library's collection: Day trading
Mergent's Handbook of Common Stocks: Formerly Moody's. An indispensable resource covering performance data, trends and profiles of New York Stock Exchange companies.
Mergent's Handbook of Nasdaq Stocks: Does the same thing as the Handbook of Common Stocks but for the Nasdaq Stock Market.
Standard and Poor’s Stock Guide.
Directory of Companies Offering Dividend Reinvestment Plans: Listing of companies that allow you to buy stock direct.
Mergent's Industry Review: Lists the US leaders in over 100 industries.
Other Investments
Search the catalog using the following search terms to find the most current print materials in the library's collection: Mutual funds
Morningstar Mutual Funds Survey: Ranks and rates mutual funds for performance, style and risk. Full-page reports on over 1700 mutual funds.
Value Line Mutual Fund Survey: The "Ratings and Reports" section provides full-page reports on mutual funds, including risk, performance graphs, total-return and portfolio statistics, and analyst commentary.
The Individual Investor's Guide to the Top Mutual Funds: Published annually.
Morningstar Funds 500: Published annually.
On the Web:
Yahoo! Finance's Fund Screener: Choose a type of fund, fund family, rank in category, ratings and returns, and see which mutual funds meet your criteria.
Morningstar.com: The site contains fund rating reports and stock quotes, some free and some not. Fund and stock reports can be retrieved by name, ticker symbol, rating, or performance criteria.
Brill's Mutual Funds Interactive: Read overviews of fund managers and much more.
Search the catalog using the following search terms to find the most current print materials in the library's collection: Bonds
Mergent Bond Record: Formerly Moody’s Bond Record, this comprehensive review of over 68,000 bond issues provides complete and accurate coverage of the entire market, including issuer name, description, rating action, maturity date, redemption information and new issues. Compiled annually in Mergent Annual Bond Record.
Standard and Poor’s Bond Guide.
On the Web:
InvestinginBonds.com: Municipal bond investors can turn to this site supported by the Bond Market Association. Trading reports and prices are posted, and the bonds are listed with credit ratings and yields.
SavingsBonds.gov: From the federal government's Bureau of Public Debt, this site contains a wealth of information on EE-, HH-, and I-series savings bonds, treasury bills and notes, state and local government securities, and current figures on the national debt. You may also be interested in the Savings Bond Value Calculator.
Yahoo! Finance's Bond Screener: Select a bond type, the amount you want to invest, the maturity date range and your safety level, and see what bonds meet your criteria.
Search the catalog using the following search terms to find the most current print materials in the library's collection: Dividends
Mergent Dividend Record: Formerly Moody’s Dividend Record. Includes stock calendar, dividend changes and declarations; income-bound interest; stock splits, calls and dividends; stock subscription rights; and supplement on tax states of dividend.
Mergent’s Dividend Achievers: Profiles U.S. public companies that have increased their cash dividends annually for the past ten consecutive years.
Search the catalog using the following search terms to find the most current print materials in the library's collection: Annuities
The Street.com's Ratings': Consumer Guide to Variable Annuities: Find out how the annuity companies you're interested in rate for security and risk.
Search the catalog using the following search terms to find the most current print materials in the library's collection: Commodity exchanges
The CRB commodities yearbook: 1942-present. This annual reference book gives commodity prices and statistics for commodities from gold to pork bellies.
Futures, Options and Commodities web sites: From Penn Library.
Search the catalog using the following search terms to find the most current print materials in the library's collection: Real estate investment
Caring for your Investments
Choosing Financial Advisors
Search the catalog using the following search terms to find the most current print materials in the library's collection: Financial planners and Investment advisors
On the Web:
Investor Education Booklets: From the Washington State Department of Financial Institutions
Securities Investor Protection Group: Created by Congress in 1970, offers advice on how to screen brokerage firms before investors commit to one.
How to Choose a Financial Planner: From the Certified Financial Planner Board of Standards.
Brokers and Advisors web site: Learn more about checking out your broker or adviser from the SEC.
NASDR: Regulates the securities industry and virtually all US stock brokers, brokerage firms, investment advisors - anyone who deals securities. At their web site you can search on the name of an individual or firm to check out their background.
Investment Advisor Public Disclosure Database: From the SEC. Check on an investment advisor firm.
Securities Division of the Department of Financial Institutions of Washington state.
Useful Newspapers and Magazines
Search the catalog using the following search terms to find the most current print materials in the library's collection: Investment -- periodicals
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