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
Library Resources for to Research
Stocks, Bonds, and Mutual Funds.
• The Barrington Area Library has three
databases that are great for following stock
• These databases are Morningstar Research
Investment Center, Standard & Poor’s
NetAdvantage, and Value Line Investment
• They are free with your Barrington Area
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
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
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
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
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
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
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
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
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
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
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.
• 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