• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Morningstar Investment Research Center, Standard & Poor's NetAdvantage, and Value Line Investment Survey:
 

Morningstar Investment Research Center, Standard & Poor's NetAdvantage, and Value Line Investment Survey:

on

  • 48 views

 

Statistics

Views

Total Views
48
Views on SlideShare
46
Embed Views
2

Actions

Likes
0
Downloads
0
Comments
0

1 Embed 2

http://www.balibrary.org 2

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Morningstar Investment Research Center, Standard & Poor's NetAdvantage, and Value Line Investment Survey: Morningstar Investment Research Center, Standard & Poor's NetAdvantage, and Value Line Investment Survey: Presentation Transcript

    • Morningstar Research Investment Center, Standard & Poor’s NetAdvantage, and Value Line Investment Survey Library Resources for to Research Stocks, Bonds, and Mutual Funds.
    • • The Barrington Area Library has three databases that are great for following stock market trends. • These databases are Morningstar Research Investment Center, Standard & Poor’s NetAdvantage, and Value Line Investment Survey. • They are free with your Barrington Area Library card.
    • To begin, go to balibrary.org and click on “research”
    • Click on “Business, Careers, Technology”
    • In “Business, Careers, Technology”, you will be able to find all of the business and economic-related databases. They organized alphabetically. Let’s first look at Morningstar Research Investment Center. After clicking on it, you will need to enter your Barrington Area Library card number.
    • Morningstar Research Investment Center
    • This is the main page of Morningstar Investment Research Center. You can start by simply entering in a ticker number or name of a company. The “Companies”, “Funds”, and “ETFs” tabs all have similar features. Once you know how to navigate one tab, you will be able to navigate the others. Let’s look at “Companies.”
    • After clicking on the “Companies” tab, this is the page you will see. Let’s click on “Stock Analyst Reports” first.
    • The Stock Analyst Reports page consists of Stock Names, Sector, Industry, Market Cap, and the date of the report. Click on the Stock Name for additional information.
    • Read the analyst note and click on the different tabs for guided research.
    • In the tabs, if you click on Stock Screener, you will be able to input data to screen your own stocks, or simply click on “Morningstar Screens” to view pre-made stock screeners.
    • The “Portfolio” tab lets you find out how your own portfolio shapes up, find out about asset allocation, and use Morningstar calculators. You can also read newsletters, and attend classes by clicking on the “Help & Education” tab, as well as the “Newsletters” tab.
    • Standard & Poor’s NetAdvantage
    • Back in the “Business, Careers, and Technology” database page on the Barrington Area Library’s website, click on “Standard & Poor’s NetAdvantage” and enter your Barrington Area Library card when prompted.
    • On the main page, find links to screeners for stocks, corporations, mutual funds, bonds, and private companies. You can also read the latest financial news and commentary, as well as see stats for today’s market.
    • If you click on the “Companies” tab, you will see links to different snapshots, investment ideas, and S&P stars. You can also search for companies and executives by name.
    • When you click on the “Industries” tab, you can find reports that are updated regularly by S&P that let you know how an industry is doing. Simply click on HTML or PDF to read the report. You can also choose “Sub- Industry Review” for additional reports.
    • The “Mutual Funds/ETFs” tab will allow you to do Fund Research, access a Fund Screener, and also see top-rated domestic and international funds.
    • The “Directories” tab lets you find key information on Security Dealers of North America, as well as a Register of Corporations, Executives, and Directors.
    • Click on “Financial Education” for different interactive classes on a variety of subjects.
    • Value Line Investment Survey
    • Back on the Barrington Area Library’s database page, click on “Value Line” and enter your Barrington Area Library card when prompted.
    • This is the main page of Value Line. The latest Value Line Investment Surveys are updated and published weekly. You can download them to your computer and/or print them out. The most popular tend to be Ratings & reports, Selection & Opinion, and Summary & Index.
    • This is the “Ratings & Reports” page. It gives you an overview of the company name, ticker symbol, industry, timeliness, and performance. Click on PDF or HTML for a detailed report of a company.
    • Clicking on the “Selection & Opinion” tab will give you a PDF of this week’s economic and stock market commentary.
    • When you click on “Summary & Index”, you will get a PDF that gives you key market statistics for the week. Note that there are separate Summary & Index reports for small and midcaps.
    • Back on the main page of Value Line, click on the “Lookup Company” tab on the left. Then you can look up companies by name, industry, or ticker symbol. Click “search” once you have entered your information.
    • You will get information on the industry, timeliness, and the date of the report. For a full report, click on the PDF or HTML.
    • If you click on the “Lookup Industry” tab on the left, you can find industry reports and ranks. To read the industry report, click on the PDF. You will also see the date that the industry report was completed.
    • Click on the “Stock Screening” tab on the left. You can screen your stocks by entering in company names, ticker symbols, and other criteria. You can even click “Save Screen As” so you can screen it for extended periods of time.
    • The “Investment Education” tab has tutorials, sample reports, guides, articles, and a glossary so you can learn more about stocks and using Value Line.
    • Want to learn more? • The Barrington Area Library’s Slide Share account has tutorials on other business databases available with your Barrington Area Library Card. • Access these tutorials here.
    • Questions? • You can visit the Adult Services Reference Desk, call us at (847) 382- 1300 x 1, text is at 66746 (type code askbal the first time you send a text), or send us an email. • Thank you for using the Barrington Area Library! For more information on our business resources, check out our business page at balibrary.org/business