Finance and Investment

Investext from Mergent is a database of research reports by brokerage firms and analysts. The resource provides access to research reports on 42,000 global companies and 125 industries. Reports are embargoed for 14 days after publication.

Broad spectrum of industry, company and investment analysis including S&P Industry Surveys, Stock Reports (S&P Equity Research), and “Markets” tab with drill downs to industry and sub-industry key ratios, benchmarks, constituents, etc. Company data covers a global universe of over 3 million private and public companies. Print equivalents include Standard & Poor's: 'Stock Reports,' 'Company Profiles,' 'Bond Guide,' 'Corporation Records,' 'Mutual Fund Reports,' 'Security Dealers of North America,' 'Register of Corporations, Directors & Executives,' 'Industry Surveys,' and 'The Outlook.'

also known as MORNINGSTAR INVESTMENT RESEARCH CENTER
Covers stocks, mutual funds (open-end), and exchange traded funds (closed-end). Database can be searched by name, security, or fund or stock screeners. Additional features include analyst reports for stocks and funds and Portfolio X-Ray to review allocations across many different funds.

FitchConnect integrates country risk, analysis of financial markets, and industry research, providing users with a variety of company and industry information including credit research, credit ratings, macroeconomic and financial fundamental data, Financial Implied Ratings, and a curated news service.

Complete PDF images of the following titles: The Value Line Investment Survey online Standard Edition, The Value Line Investment Survey online Plus Edition, The Value Line Investment Survey online Small and Mid-Cap Edition, The Value Line Mutual Fund Survey, The Value Line No-Load Advisor, The Value Line Insight, The Value Line Daily Options Survey, The Value Line 600, The Value Line Special Situations Service, The Value Line Convertibles Survey.

In-depth profiles of international and US publicly-traded corporations used for ratings, screening and compliance tool. Industry Reports compares companies with key takeaways. Companies can be screened by countries, GICS sub-industries or by issues covered relate to abortion, adult entertainment, alcohol, cluster bombs, contraceptives, firearms, tobacco, gambling, nuclear power, global weapons, and landmines. Reports includes details and controversies on energy efficiency, human capital development, customers, privacy and data securities, human rights, corporation governance, raw material sourcing, labor management, supply change labor, and electronic waste, chemical safety, bribery & fraud, and more.

This tool allows users to screen for over 1,200 U.S. stocks based on company name, CUSIP, industry, analyst recommendations, and BETA. It includes price data, ten years of annual statements, SEC filings, and industry reports. While less sophisticated than other Financial Reports, it is very easy to use and provides unique content like Ford Equity Research Reports, Moody’s Bond Reports, ratings, and Corporate Bond Yield Averages. Data is presented in PDF and has limited downloading capabilities.

also known as MORNINGSTAR INVESTMENT RESEARCH CENTER
Covers stocks, mutual funds (open-end), and exchange traded funds (closed-end). Database can be searched by name, security, or fund or stock screeners. Additional features include analyst reports for stocks and funds and Portfolio X-Ray to review allocations across many different funds.