Business Information Centre (BIC)
INVESTMENT INFORMATIONResearch guideThis research guide is a path to general sources of information for investing. For information on available resources for company research, please consult the BIC research guides Company Information – Canada and Company Information – United States/International. Investing Basics
(Canadian Securities Institute) R HG 5151 C36 2004 v.1-2 Provides a comprehensive introduction to financial instruments and markets, and the securities industry within Canada. Also explores the analysis of financial statements and the larger economy. (Scott, David L.) R HG 4513 S56 1997 A comprehensive glossary of investment terminology, both standard and trade talk. In-depth definitions and brief case studies help explain terms. Includes a dictionary, stock simulator, tutorials, stock ideas and articles. Globe and Mail, National Post, Wall Street Journal, Financial Times All report on the markets and the economy. Newspapers for the current week can be requested from the Reference Desk. stocks
Offers news, stock and index quotes, and tools for stock analysis, including consensus estimates, for investors in North American markets. Provides stock selection filters based on historical price, intraday price, and company financials, a glossary and ordering of annual reports for selected companies. Bi-weekly. Presents opinions and commentary for Canadian investors. Includes digests of analyst and newsletter reports and 'Investing 101,' which examines various aspects of investing. Alternating features are the 'Morning Call,' a table of analysts' recommendations and earnings estimates for 1,000 Canadian companies, and 'Key Ratios,' which lists value and profitability ratio data for companies, grouped by industry. This web portal offers various types of financial analysis, a Research Wizard, Stock and Fund screeners, and a Portfolio Manager. Provides extensive Canadian news and market information, as well as U.S. and international content. Offers current and historical data and charts for major indices, and detailed company information (including Hoover’s Company Records) for both public and private corporations. Typing any letter in the search box will automatically display a list of company names from which to choose. “EventVestor aims to become the most comprehensive data and analytics platform for event driven investment analysis and business decision-making. We identify, synthesize, and quantify key corporate actions, market reactions, and macroeconomic events into a near real-time structured database and provide an advanced analytics and flexible data delivery platform.” mutual funds
Canada ’s mutual fund resource centre is Canada’s longest running and most popular mutual fund investing fund site. Sponsored by various Canadian investment fund companies. Offers portfolio creation and tracking, fund filter, price history, and charts, as well as fund and fund manager profiles. The Learning Centre provides a mutual funds introduction, a glossary, and links to other investment-related sites. Articles, profiles of fund managers, and contributions on various topics by "published" financial advisors are also available. Contains profile information as well as price and performance reports for Canadian mutual funds. Offers portfolio creation and tracking, a fund filter, and charting. Access to articles from the Globe and Mail is also provided. (Periodicals) Annual. Contains a list of 200 'All-Star' Canadian mutual funds, with timeliness and a suitability (risk) rating. Also includes a guide to 1700 mutual funds, with performance rankings and management information. Allows users to screen U.S. mutual funds on a range of criteria, using the Fund Selector. Also includes quarterly performance charts, news, interviews, and analysis of the industry and its players. charts & Quotes
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(Canadian Securities Institute) R HG 6024 C3 O67 (Canadian Securities Institute) R HG 6024 C3 F87 These books cover common options and futures strategies, options and futures account requirements, and other issues relating to the trading of these derivatives. Monthly, current. Available at the Reference desk. This service provide DBRS's own proprietary ratings for corporate and government bonds. Also various industry studies are prepared in hard copy. R HG 5158 D65 Some information, such as press releases, can be accessed at their website ( http://www.dbrs.com ) Provides links to stock exchanges and statistical bureaus worldwide, as well as news. Company profiles provided by Wright's Investment Service are also given.
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Rotman School of Management
Business Information Centre
