Selected Resources
Finance 335
Fall Semester, 2002
Table of Contents
Books
There are two resources that will assist
in locating items in the Lehigh University libraries and in other libraries.
They are:
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ASA,
The Library’s Online Catalog. This lists all the items in the
library and their location. This resource is available on the Web.
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WorldCat.
This is a catalog that lists over 44 million items including books, journals,
audio-visual, CD-ROMs and software. These resources may be obtained
via Lehigh’s Interlibrary Loan.
Remember: Use ASA to locate books, journals,
A-V materials, software, web sites and CD-ROMs. Generally, journal
articles are not indexed in ASA and WorldCat.
Industry Information
These resources can be used to locate
information on industries. They are:
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Associations
Unlimited. Good for finding an industry's association and other
related associations.
-
Business
and Company Resource Center. This resource has statistics,
trade journal articles, and association information on industries.
-
Investext.
It has analyst reports covering more than 11,000 U.S. and international
companies and 53 industries. These reports come from over 500 Wall
Street and international brokerage firms. This is available in Databases
page or by clicking on its URL: http://www.lehigh.edu/~inref/databases/index.html
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North American industry classification
system, United States. 317.3/U588sa/FM-1-R-Ref. This is available in
print or on the WWW. Its URLs are http://www.census.gov/epcd/www/naicstab.htm
or http://www.census.gov/epcd/www/naics.html.
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Standard Industrial Classification Manual.
317.3/U5852/1987/Ref. This resource is available in print and on
the WWW. The URL for the manual is http://www.osha.gov/oshstats/sicser.html.
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Standard and Poor’s Industry Surveys.
338/S781I/FM-1-Ref (On Reserve). Analyzes specific industries on
quarterly basis. Trends, financial information, and industry data
are available. Earlier volumes are available in the stacks back to
1976.
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Value Line. 332.6/V215/FM-1-Ref
(On Reserve). Includes quantitative and qualitative information for
industry and company. It rates the companies’ stock as a buy, sell
or hold. Back issues are available on fiche from 1980 at Fairchild
Library.
-
Journal
indexes list articles on industries. See the Journal Index section
for a listing of indexes.
Industry
Ratios
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Almanac of Business and Financial Ratios.
338.973/T864/FM-1-Ref. Annual with earlier editions in the stacks.
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Dow
Jones Interactive . The Company and Industry Center has financial
information on companies and industries.
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Industry Norms and Key Business Ratios.
338.5/I42/FM-1-Ref. The latest is on Reserve with earlier editions
in the stacks. Produced by Dun and Bradstreet.
-
RMA Annual Statement Studies.
338/R642/FM-1-Ref. It is an annual with earlier editions in the stacks.
Produced by Robert Morris Associates.
Statistical
Indexes
These items list sources where statistics
can be located. They are:
-
American Statistics Index. 310.016/C749a/Ref.
Covers statistics printed by the Federal Government.
-
Statistical Reference Index.
317.3016/S797/Ref. Covers statistics printed by non-Federal Government
agencies, i.e., associations, commercial publishers, states, etc. It is
available on fiche since 1980 at Fairchild Library.
-
Statistical
Universe. This is an index of statistics that were previously
published in the print indexes that are listed above. Also this is
a compilation of statistics from a variety of sources some of which are
available in print and/or on the fiche at Fairchild Library. NOTE:
Web version does not have all of the statistics that are available in print.
Its URL is http://www.lexis-nexis.com/statuniv.
General
Statistical Resources
The listed resources will give statistics
on industries, general economy and population that are produced by the
Federal Government. Many of the same statistics are available on
the Web (See the listings under the Web section for the URLs of Federal
Government Statistical Sites.) These are:
-
Business statistics of the United States.
338.09/B976a/FM-1-Ref. Biennial publication has historical statistics
that originally appeared in the Survey of Current Business as current.
This publication has the statistics from 1947 to with in a year of its
publication date.
-
Statistical Abstract of the United States.
317.2/U58s/FM-1-RRef. Latest edition is in Ready Reference with earlier
editions in the stacks. The URL for the Web edition is http://www.census.gov/statab/www/.
-
STAT-USA.
This is a compendium of government statistical information on the Web.
It gives information on general economic conditions in the United States,
i.e., Consumer Price Index and Leading Economic Indicators. This
compendium contains on the National Trade Data Bank. This gives information
on foreign trade statistics of the U.S., trade opportunities and information
on a foreign country’s rules and regulations
-
Survey of current business. C56.109:
/FM-2-DOC. The URLs for the Web versions are http://www.bea.doc.gov/bea/pubs.htm
or http://asa.lib.lehigh.edu/cgi-bin/pubid?Pub=28352.
Also available on STAT-USA.
Company
and Stock Information
-
Annual Reports and 10-K Reports. Reports
are for the Fortune 500 going back to 1979 for the annual reports.
The 10-K reports are available for the past few years through 1997.
-
Business
and Company Resource Center. Includes information on financials,
company history, and investment reports.
-
Dow
Jones Interactive. Company and Industry Center has information
from the annual reports, the 10-K's and other sources. Available
on the Web.
-
Factiva. Its Company Quick Search
covers company news and financial information.
-
Investext.
See Industry Information section for details.
-
Handbook of Common Stocks. 332.6/M817si/FM-1-Ref.
Reports on over 2000 stocks. (Formerly Moody's now owned by Mergent)
-
Lexis
Nexis. This database has sections entitled Industry & Market
News and Company Financial Information.
-
Mergent Manuals (Formerly Moody's).
332.6/M817a/FM-1-Ref. This has financial data on companies including
income statements balance sheets and company history. There are six
(6) parts: Bank and Finance, Industrials, Municipals and Government, Over
the Counter, Public Utilities and Transportation. Earlier editions
located in the stacks.
-
Research Insight/Compustat. This is
a database contains information on companies back 12 years. There
are about 60 predefined reports and the ability to create your own reports
on a company. The directions to access the program are click on the Start
button, Programs, Lan Research Insight 7.8, Research Insight. Program
will load and it is ready for your use. If not on the Programs menu,
then look for the "Install Software" button. Directions are: click
on the Install Software button, then the window with the list of software
comes up, scroll down to the Research Insight 7.8 box, click on it.
At this junction, you will see the Research Insight 7.8 software page.
At the bottom, click on the Install button and the software will load.
After it loads, go to the access directions to use the program.
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SEC
Edgar Database. See World Wide Web for description.
-
Value Line. See Industry Information
section for description.
-
Zacks Investment Research. Provides
investment information on a company including financials, buy/sell/hold/
information and earnings estimates. Its URL is http://my.zacks.com/.
Journal
Indexes
Locating articles with quantitative and
qualitative information on companies and industries may be found using
these indexes. To locate, click on these in this order: the Libraries'
button (located in the middle of Lehigh web page), Electronic Resources,
then Databases. (Or click on its URL: http://www.lehigh.edu/~inref/databases/index.html).
They are:
-
ABI-Inform.
Indexes over 1400 journals in management and business. Coverage is
from 1987 for most journals. About 45% of the articles are available
in full text.
-
Accounting and Tax Index. Available
only in print and is shelved in Index Section, Reference, Fairchild Library.
Formerly called the Accountant's Index, Supplement.
-
Business
and Company Resource Center. Has trade journal articles on
companies and industries.
-
Dow
Jones Interactive. Its Publications Library has over 6000
publications (full text) back to early 1980's. This is available
until 12/31/02.
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Econlit.
A good index for the research journals that cover company information from
a business and economic perspective.
-
Factiva.
Covers over 8000 publications (full text) back to early 1980's. This
is the replacement for Dow Jones.
-
InfoTrac
(a.k.a. Expanded Academic Index). Covers over 1400 journal going
back to 1980. Some articles are available in full text.
-
Lexis
Nexis. Provides full text of journals, newspapers, and wire
services relating to business information. It also has full text
legal materials such court decisions, legislation and regulations.
The service is available via the Web. (See the WWW for more information).
-
Periodical
Abstracts. Covers over 1800 journals and newspapers.
Some journal articles are available in full text.
World Wide
Web
Using a search engine, i.e., AltaVista,
Infoseek, etc., you will find information that may be useful. There
are (but not limited to) government, associations, companies and individuals
that have home pages. They provide facts, figures, and reports that
may be important to your research. When searching on the Web, be
sure to use a number of search engines. There are multi-search engines
that search other search engines. These will make searching the Web
more efficient. Dogpile.com is an example of these multi-search engines.
It will search AltaVista, Magellan, etc., to locate needed resources.
An example would be a search for company home pages listing information
on the company and/or product. Remember: anyone can put up a web
page with information. Is the information on the web page reliable?
Statistical Resources on the Web are:
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Company Web Pages. These are good sources
of financial information but the companies that issue this information
maintain these pages.
-
FinWeb. This resource provides web sites
and explanations for the given web site. Its URL is http://www.Finweb.com/.
-
SEC Edgar Database. This resource has
the required filings from publicly traded companies. Its URL is http://www.sec.gov/edgarhp.htm.
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Yahoo.com. It is an excellent site for
company information. Its URL is http://dir.yahoo.com/Business_and_Economy/.
These are additional sites for statistics
on the economy that are produced by the Federal Government. (See the General
Statistical Resources section for print versions of statistics).
They are:
-
Bureau of Economic Analysis. Its URL
is http://www.bea.doc.gov/.
-
Bureau of Labor Statistics. Its URL
is http://www.bls.gov/.
-
Federal Statistics site. Its URL is
http://www.fedstats.gov/.
-
Securities and Exchange Commission.
Its URL is http://www.sec.gov/.
-
U.S. Census Bureau. Its URL is http://www.census.gov/.
There are additional resources including web
sites that can assist you in locating information on an industry, legal
information, marketing, statistics, etc. They are:
-
American Bankers Association (ABA).
URL is http://www.aba.com.
-
American Demographics/Marketing Tools.
URL is http://www.inside.com/default.asp?entity=AmericanDemo.
-
American Marketing Association. URL
is http://www.marketingpower.com/index.php?&Session_ID=15086462a2b5a468085cceff5c7edd9e.
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Association of Online Professionals (AOP).
URL is http://www.usiia.org (E-commerce).
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Chain Drug Marketing Association (CDMA).
URL is http://www.chaindrug.com.
-
Home Improvement Research Institute.
Its URL is http://www.hiri.org.
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International Franchise Association.
URL is http://www.franchise.org.
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International Mass Retail Association.
URL is http://www.imra.org.
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International Society of Restaurant Association
Executives.
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Internet Economy Indicators. URL is
http://www.internetindicators.com
provides a lot of information about e-business in general and a report
that can be downloaded. Also a listing of additional web sites is
available.
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Market Guide. Its URL is http://www.marketguide.com.
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NACHA: The Electronic Payments Association.
URL is http://www.nacha.org. (E-commerce).
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National Association of Chain Drug Stores
(NACDS). URL is http://www.nacds.org.
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National Pharmaceutical Council (NPC).
URL is http://www.npcnow.org.
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National Restaurant Association. URL
is http://www.restaurant.org.
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National Retail Federation. Its URL
is http://www.nrf.com/.
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Pharmaceutical Care Management Association
(PCMA). URL is http://www.pcmanet.org.
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Pharmaceutical Research and Manufacturers
of America (PMA). URL is http://www.phrma.org.
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Resource pages from Northeastern University
(Boston, Mass.) concerning business and economics. The URL is http://www.lib.neu.edu/nulis/subjects/business/
or http://www.lib.neu.edu/nulis/subjects/economics.htm.
There is more resource pages from various entities, example: universities
and societies that can assist in locating information.
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Frost and Sullivan. Its URL is http://www.frost.com/prod/portal.nsf/frmServicesPage?ReadForm.
***
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MarketResearch.com. Its URL is http://www.marketresearch.com/.
***
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Mindbranch.com. Its URL is http://www.mindbranch.com/
or the restaurant industry report is entitled The 2002 Restaurant and Foodservice
Market Research Handbook. Its URL is http://www.mindbranch.com/page/catalog/product/2e6a73703f636f64653d5238302d303236.html
.***
*** NOTE: The numbered items, 20-22,
are companies that require payment for their information. The large
companies often have Libraries (or Information Centers) that MAY have these
items.
Created on 8/29/02 by
W. Fincke, Business Librarian.
Office: Rm. 632,
Fairchild-Martindale Library.
Hours: Mon.-Wed, Fri. 8-Noon;
Thurs., 1-5.
Office: Rm. 341,
Rauch Business Center.
Hours: Mon.-Wed., Fri.,
12:30-4:30, Thurs. 8-Noon.
Phone: 83052
Email: wjf0@lehigh.edu
URL is http://www.lehigh.edu/~inref/guides/guides.html