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Investments INLS 227 Spring 2005 Finance/Investment The area of business concerned with the ways in which individuals and institutions can use money to make money. This area would include things like stocks, bonds, annuities, and trusts. Types of Securities Stocks Bonds

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investments

Investments

INLS 227

Spring 2005

finance investment
Finance/Investment
  • The area of business concerned with the ways in which individuals and institutions can use money to make money. This area would include things like stocks, bonds, annuities, and trusts.
types of securities
Types of Securities
  • Stocks
  • Bonds
  • Investment Companies
      • (mutual funds)
  • Money Market
stocks
Stocks
  • An instrument that signifies an ownership position, or equity, in a corporation, and represents a claim on its proportionate share in the corporation's assets and profits; also called equities.
bonds
Bonds
  • A debt instrument issued for a period of more than one year with the purpose of raising capital by borrowing. The Federal government, states, cities, corporations, and many other types of institutions sell bonds.
  • A bond is generally a promise

to repay the principal along

with interest on a specified

date (maturity).

investment companies
Investment Companies
  • Medium for small investors to pool resources/funds so they can participate and be represented like large investors.
    • Most common investment type is the MUTUAL FUND company.
money market
Money Market
  • Securities having less than one year maturity

Treasury Bill – T-bill is a good example.

basic investment information needs
Basic Investment Information Needs

I need…

  • Stock quotations
  • Company’s financial information
  • Investment advice
  • Current news and industry outlook
  • Market Averages
types of investment sources
Types of Investment Sources

I can find them in:

  • Stock Price Listings
  • Financial Data Manuals
  • Investment Advisory Services
  • News Sources
  • Market Averages Listings
stock price listings quotes stocks bonds bills funds
Stock Price Listings - Quotes (stocks, bonds, bills, funds)
  • Wall Street Journal – weekdays only
  • Yahoo!Finance

http://finance.yahoo.com

  • Barron’s - weekly quotations
  • Daily Stock Price Record (S&P)– accumulation of daily figures/yearly publication, print only
  • Wall Street Research Net

http://www.wsrn.com

stock bond funds price listings
Stock/Bond/Funds Price Listings
  • Summary data

S&P Stock Guide – Monthly

S&P Bond Guide - Monthly

Moody’s Bond Record - Monthly

Wiesenberger

Mutual Funds Update- Monthly

Investment Companies Yearbook

Mergent Online

  • Morningstar
    • Principia Pro - Mutual Funds 10 yr summaries
    • Print
    • Online – www.morningstar.com
financial data information
Financial Data Information
  • Annual Reports
      • Income statements, balance sheets, ratios, profits, stock earnings
  • Graphs
      • Charting patterns
  • Stock change
      • Change patterns
financial manuals
Financial Manuals
  • Mergent Investor’s Services / Manuals
  • Standard & Poor’s
  • Hoover’s Handbooks

Offers Key Financials

3-10 yrs

investment advisory services
Investment Advisory Services
  • Offers commentary, analysis, forecasts or recommendations
investment advisory services15
Investment Advisory Services
  • Brokerage reports
    • Investext
    • Wall Street Transcript
      • “Broker Reports”
      • “Wall Street Roundup”
      • “Corporate Reports on File”
    • WSJ
    • Zack’s Investment Research
investment advisory services16
Investment Advisory Services
  • Value Line Investment Survey
      • 1,700 stocks (additional 1,800 in expanded set)
      • Summary and Index
      • Selection and Opinion
      • Ratings and Reports
      • Mutual Fund Survey
  • Standard & Poor’s “The Outlook” stocks
  • Morningstar Mutual Funds
investment advisory services17
Investment Advisory Services
  • Investment Analysis
    • S&P Industry Surveys
    • Mergent Industry Reviews
    • S&P Monthly Investment Review
    • Morningstar
market averages
Market Averages
  • Dow Jones Industrial Averages
  • S&P 500 Index
  • Russell 1000
  • Treasury Indexes
  • SOURCES:

Wall Street Journal

Standard & Poor’s Statistical Service – historical and monthly

Stock, Bond, Bills and Inflation Yearbook - yearly

The oldest and most widely used measures of the overall condition of the stock market, each of the four averages is price-weighted and includes a few dozen widely held stocks. There are four Dow Jones Averages: Industrial, Transportation, Utilities, and Composite (the other three together).

special investment situations
Special Investment Situations
  • Follow Investment News
    • Quarterly reports, interim reports
      • Reports of changes in corporate control, acq. of sale of assets, bankruptcy, change of auditing, change in executives, activities, changes in fiscal year
  • New Securities Offerings -IPO’s
      • Look for registration statements in SEC – form, some type of “S” form -S-1 for brand new.
special investment situations20
Special Investment Situations
  • Merger-related Activities – M&A
      • LexisNexis Academic (choose Business-M&A)
      • Mergers and Acquisitions, IPO’s
      • SEC
  • Tracking Corporate Change
      • CCH Capital Changes Reports
  • Dividend Announcements
      • Moody’s Dividend Record
      • S&P Stock Guide, Bond Guide (see Net Advantage also)
special investment situations21
Special Investment Situations
  • ForeignExchange Rates
    • Federal Reserve
  • Commodities
    • Metals, Oil, Corn, Livestock
frequently asked questions about finance investment
Frequently Asked Questions About Finance/Investment

“I am a beginning investor and I need to find some places where I can get some really practical advice about getting started. Tell me some places where I can get hands on tips about some of the opportunities and pitfalls of investing on my own?”

answer education online tutorials
Answer:Education/Online Tutorials
  • SEC Investor Information Guidehttp://www.sec.gov/investor.shtml
  • Value Line Universityhttp://www.valueline.com/vlu/index.html
  • Bonds Onlinehttp://www.precision-info.com/bondsonline/tl-1209392895.html
  • Mutual Fund Connectionhttp://www.ici.org/
  • National Association of Investors Corporationhttp://www.better-investing.org
where can i go to get a quick quote and current analysis of a particular stock
“Where can I go to get a quick quote and current analysis of a particular stock?”

Answer:

Yahoo! Finance http://finance.yahoo.com

BigCharts http://bigcharts.marketwatch.com/

where could i go to find magazine and newspaper articles about possible investment opportunities
“Where could I go to find magazine and newspaper articles about possible investment opportunities?”

Answer:

ABI/INFORM DatabaseFinance and investment industry journals are extensively covered in this index.

Factiva(formerly Dow Jones) This indexes online all of the Dow Jones business publications including the Wall Street Journal.

Wall Street Journal

slide26
“What might be some of the principal magazine, journal, and newspaper titles that would deal with finance/investment?”

Answer:

  • Barron's National Business and Financial Weekly (Chicopee, Mass. Dow Jones& Co).
    • One of the most respected news magazines for the finance/investment sector. Provides weekly overviews of all domestic and foreign stock exchanges. Barron's also profiles other markets and activities like bonds, mutual funds, and commodities markets.
  • The Economist (London: Economist Newspaper).
    • One of the oldest financial publications in the world. This British weekly publication provides finance/investment news from an international perspective.
  • The Journal of Finance (New York: American Finance Association).
    • A quarterly academic publication that tackles issues in finance/investment.
  • The Wall Street Journal (New York: Dow Jones News Service).
    • The Wall Street Journal is the most respected business daily in the world. It has all the day's stock and market activity and analytical articles about trends and news on the financial scene.
slide27
More….
  • Better Investing
  • Wall Street Transcript
  • Money
  • Investor’s Business Daily
    • Popular newspaper
slide28
“Is there something that might list a variety of sources that can be used to research the finance/investment sector?”

Answer:

  • Business Information: How to Find it, How to Use it (Phoenix, Ariz. : Oryx Press,1992).
  • Encyclopedia of Business Information (Detroit: Gale Research, 1998).
  • Investment Statistics Locator
slide29

“The world of finance/investment has all sorts of strange terms. Are their good dictionaries and handbooks that define the lingo that is used in this area of business?”

Answer:

  • Barron's Finance & Investment Handbook
  • A Dictionary of Finance and Banking
  • International Dictionary of Finance
  • Wall Street Words: an Essential A to Z Guide for Today's Investor