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Securities Evaluation
Table of Contents:

ThomsonOne
http://ezproxy.lib.umn.edu/login/thomsonone
Can be used with Internet Explorer ONLY, other browsers do not work. Please allow pop-ups, as this is necessary for proper display. Thomson ONE brings together company information from a variety of sources that are produced by Thomson Reuters. This includes company financials and filings, mergers and acquisition data and analyst reports. The following types of information are available: Company Overviews, Company News and Pricecharts, Corporate Governance (Takeover defense), Corporate financial fundamentals, Estimates (and earnings surprises), Debt overview, Company deals, Share ownership information, Company research (formerly Investext), Company financial filings, Officers and Directors.

Value line investment survey (Online)
http://www.lib.umn.edu/get/13244
The Value Line Investment Survey is a comprehensive source of information and advice on approximately 1,700 stocks, more than 90 industries, the stock market, and the economy. It has three parts: The Ratings & Reports section contains one-page reports showing Value Line's Timeliness, Safety, and Technical ranks, financial and stock price forecasts for the coming 3 to 5 years, an analyst's written commentary, and more. The Summary & Index contains an index of all stocks in the publication as well as many up-to-date statistics. It also contains a variety of stock "screens" designed to help investors identify companies with various characteristics. The Selection & Opinion section contains Value Line's latest economic and stock market forecasts, one-page write-ups about interesting and attractive stocks, model portfolios, and financial and stock market statistics.
Also available in print in Wilson Library Reference, at: HG4501 .V262
Older issues are available on microfiche in Wilson Library Reference at the class number shown above.
• Location(s): TC Wilson Library Reference Quarto HG4501 .V262
• Check MNCAT Record for Location and Availability http://prime2.oit.umn.edu:1701/primo_library/libweb/action/display.do?fn=display&vid=TWINCITIES&doc=umn_aleph004657913

MarketLine Reports (formerly Datamonitor)
http://www.lib.umn.edu/get/12354
MarketLine Reports are company profiles and industry reports found in the Business Source Premier database from EBSCO. Company profiles cover key facts, history, employees, major products, revenue analysis, SWOT analysis, top competitors, locations and subsidiaries. Industry reports include market size, market share, forecasts, segmentation, and leading companies.

Mergent Online
http://www.lib.umn.edu/get/2288
Profiles of public corporations around the world that includes summaries, company histories, property, financials, subsdiaries, joint ventures, long term, press release and annual reports. Pdf images of corporate annual reports for publicly traded US and foreign corporations are available going back to 1996. Access to SEC filings via EDGAR database are also included in Mergent Online.

Find an Annual Report to Shareholders using Mergent.



Mergent WebReports
http://www.lib.umn.edu/get/16534
Documents covering public corporations in over 100 countries. MergentWeb contains all the historical information recorded in Moody's Manuals dating back to the early 1900s. This archive is an excellent source of corporate history, business descriptions and financial statements.

Mergent bondviewer
http://www.lib.umn.edu/get/16521
Mergent BondViewer is a financial industry database for US taxable and municipal bonds. We have access to these modules: Corporate Bonds, Municipal Bonds and Retail Notes. Use it to search for bond ratings (including ratings from Moody's, Standard and Poor's and Fitch), issuer name, issue description, ticker, coupon, and maturity date.

ORBIS
http://www.lib.umn.edu/get/15535
Financial and directory information for 50 million companies worldwide. Includes private and public companies in Europe, Asia, Africa, Latin America, and North America.

ORBIS (via MINT GLOBAL interface)
http://www.lib.umn.edu/get/15536
Directory and financial information on 50 million private and public companies worldwide. Coverage includes 50,000 publicly quoted companies, nearly 30,000 banks, over 8,000 insurance companies,19 million European companies from 46 countries,15.5 million US and Canadian companies,6.5 million South and Central American companies,1.3 million Japanese companies 300,000 Chinese companies,and 220,000 African companies.

See instructions for finding Datamonitor industry reports.



S&P Capital IQ NetAdvantage
http://www.lib.umn.edu/get/9568
Overviews, rankings and comparative statistics for major industries that provides detailed information on public companies such as stock reports, bonds, stock valuation annual reports, and other detailed fianancial statistics. NetAdvantage also includes investment services such as the advisory newsletter Outlook and screening directories for stocks, bonds and mutual funds. There are also directories for private companies and the Register of Corporations, Directors, and Executives

SEC: Corporate filings from the US Securities and Exchange Commission
http://www.sec.gov/edgar.shtml
The SEC requires all public companies (except foreign companies and companies with less than $10 million in assets and 500 shareholders) to file registration statements, periodic reports, and other forms electronically through this site (formerly called EDGAR). Anyone can access and download this information for free. Here you'll find links to a complete list of filings available from the SEC and instructions for searching the SEC database.

WRDS: Wharton Research Data Service
http://www.lib.umn.edu/libdata/page.phtml?page_id=4056
Wharton Research Data Services (WRDS) is the leading, comprehensive, web-based business data research service used by academic, government, and non-profit institutions. Developed in 1993 to support faculty research at The Wharton School of the University of Pennsylvania, the service has since evolved to become a common tool for research for over 280 institutions around the world.

WRDS supports a global research community of over 20,000 users in 27 countries. This hosted data service has become the locus for quantitative data research and is recognized by the academic and financial research community around the world as the leading business intelligence tool. It provides access to more than 60 terabytes of financial data.

Databases available at our institution through WRDS are: Bank Regulatory Database, BankScope, Blockholders, Bureau van Dijk Electronic Publishing, CBOE, Compustat, CRSP, CUSIP, Dealscan, Dow Jones, Eventus, Execucomp, Fama-French Portfolios and Factors, FDIC, Federal Reserve Bank Reports, First Call, I/B/E/S, Penn World Tables, RiskMetrics, SEC Disclosure of Order Execution, TAQ, Thomson Reuters, TRACE Data.

The WRDS databases are not licensed through the U Libraries. They are licensed through the Carlson School of Management. Use of the databases is restricted to Carlson School of Management students and employees.


ProQuest Historical Annual Reports
http://www.lib.umn.edu/get/17905
Database offers corporate annual reports for U.S. companies from 1884 to the present. Key data (financial, Fortune 500 ranking, industry classification, key people, geographic location, auditor, and related companies) are indexed in the citation and can be searched. Reports can be browsed by company name, industry or date. Cross-searchable to other historical periodical databases.

IBIS World
http://www.lib.umn.edu/get/14593
Industry reports for the United States, China, and selected global topics. Each reports provide overviews, leading companies, sales information, and authoritative sources for researching hundreds of industries. Includes Business Environmental Profiles that summarize key drivers for industries in the U.S.

Global Financial Data
http://www.lib.umn.edu/get/13796
The Global Financial Database is a collection of financial and economic data provided in ASCII or Excel format. There are 20,000 historical or current data series which may be downloaded directly from the web site. Global coverage includes stocks, bonds, treasury bills, interest rates, commodity prices, CPI, GDP, exchange rates, indexes, population and more.Choose "Login Anonymously" for library access.

Guide for finding historical US stock prices using Global Financial Data.



International Financial Statistics
http://www.lib.umn.edu/get/1988
International Financial Statistics (IFS) is the electronic version of the International Monetary Fund's standard source of statistics on all aspects of international and domestic finance from more than 200 IMF countries. It contains approximately 32,000 time series of financial and economic data. Topics covered include exchange rates, IMF postion, international liquidity, money and banking accounts, interest rates, prices, production, international transactions, government accounts, national accounts, and population. The database contains annual, monthly, and quarterly data going back as far as 1945. Data output formats include CSV, Excel. HTML, and TAB delimited.
• Location(s): Current Year: TC Wilson Library Gov Pub (Ref Periodicals) Quarto HT3881 .I626 Non-Circulating
Prior Years: TC Wilson Library Gov Pub (LC) Quarto HT3881 .I626 Regular Loan

• Check MNCAT Record for Location and Availability http://prime2.oit.umn.edu:1701/primo_library/libweb/action/display.do?fn=display&vid=TWINCITIES&doc=umn_aleph000743780

Key Business Ratios
http://www.lib.umn.edu/get/12372
Key Business Ratios, from Dun and Bradstreet, help you to assess how a business is doing compared to an industry or a competitor. The 14 key business ratios cover the critical areas of business performance --solvency, efficiency and profitability. They are broken down into median figures, with upper and lower quartiles. Ratios are arranged by Standard Industrial Classification (SIC) Codes -a four-digit number that classifies business establishments by defining the industries in which they do business.

eStatement Studies
This title has been cancelled due to low use as evidenced by usage statistics. Alternatives include the print subscription to RMA Annual Statement Studies (Wilson Library Reference Quarto HF5681.B2 R6, Non-Circulating) as well as the D&B Industry Norms and Key Business Ratios.
[Resource no longer available]

Industry sources

  • IBIS World
    http://www.lib.umn.edu/get/14593
    Industry reports for the United States, China, and selected global topics. Each reports provide overviews, leading companies, sales information, and authoritative sources for researching hundreds of industries. Includes Business Environmental Profiles that summarize key drivers for industries in the U.S.
  • NetAdvantage
    http://www.lib.umn.edu/get/9568
    Industry overviews, rankings and comparative statistics for major industries in the United States. Detailed information about public companies--annual reports, stock reports, bonds, valuation, and financial statistics. Includes the Register of Corporations, Directors, and Executives for locating private and smaller companies.
  • Mintel Market Research Database
    http://www.lib.umn.edu/get/11269
    Market research reports on consumer products, services, and lifestyles. Each report describes the economic drivers, leading companies, market share, market size, trends, segmentation, and consumer attitudes and purchasing habits. Reports cover consumer markets in the USA and Europe. Requires setting up a personal account to access.
  • Frost & Sullivan market research reports
    http://www.lib.umn.edu/get/16100
    Frost & Sullivan's 1800 analysts and consultants cover more than 300 markets and 250,000 companies for industrial markets organized into categories for Aerospace and Defense, Automotive and Transportation, Chemicals, Materials, Food; Electronics and Security, Energy and Power Systems, Environment and Building Technologies, Healthcare and Medical Devices, Measurement and Instrumentation, Information and Communication Technologies, and Industrial Automation and Process Control.
  • Passport GMID -Global Market Information Database
    http://www.lib.umn.edu/get/11022
    Key business intelligence on countries, companies, markets, and consumers. Statistics on brands, companies and consumer products worldwide include market size and market share. Useful for researching global consumer markets with analysis of lifestyles for countries. Includes profiles and strategic information about companies that sell leading consumer goods.
University Libraries Business Web Site
https://www.lib.umn.edu/business
Find Business resources.

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