Online Investment Resources
General Information
- Yahoo Finance (http://finance.yahoo.com/)
- Provides U.S. and international stock quotes with minimal delay when markets are open, as well as historical stock quotes and other market information. Additional topics include general financial news, industry news, annual reports, and mutual fund, bond, and option information. Also includes links to more than 20 international sites.
- Berkshire Hathaway Newsletter (http://www.berkshirehathaway.com/letters/letters.html)
- CEO Warren Buffett's annual letters to the shareholders of the Berkshire Hathaway company, going back to 1977. These letters are considered essential reading by investors and frequently assigned as homework for business school students. Not searchable.
- Securities and Exchange Commission (http://www.sec.gov/investor/pubs.shtml)
- The SEC's online publications can be found using this link. The Office of Investor Education and Assistance also provides a variety of other services to address the problems and questions you may face as an investor.
Analysts’ Recommendations
- Yahoo's Analyst Performance Center (http://biz.yahoo.com/a/ba/a11.html)
- The Analyst Performance Center provides EPS accuracy and recommendation performance ratings for equity analysts.
Annual Reports
- AnnualReports.com (http://www.annualreports.com/)
- Provides instant access to annual reports in their actual format in a single location.
Bonds
- Bond Market Association (http://www.investinginbonds.com/)
- This site is the educational page of the Bond Market Association and provides a daily source of bond price information in the municipal, corporate and government bond markets.
- U.S. Treasury Department (http://www.treasurydirect.gov/)
- Find information about savings bonds, I-bonds, treasury bills, notes, and bonds. Also, this site allows you to set up an account to purchase treasury securities online.
Company Research
- Hoovers (http://www.hoovers.com)
- With a database of 12 million companies, Hoover's, Inc. contains comprehensive company, industry, and market intelligence. Although most of the site is fee-based, there is still much useful company information available for free.
- CorporateInformation (http://www.corporateinformation.com/)
- A snapshot of company information is available at no charge. In-depth analysis now requires a subscription.
Dictionaries
- Investorwords (http://www.investorwords.com/)
- Search for investment-related terms.
- Yahoo's Financial Glossary (http://biz.yahoo.com/f/g/)
Exchange Traded Funds
- Some investors consider Exchange Traded Funds (ETFs) as alternatives to mutual fund investing. ETFs are baskets of securities that are designed to track an index. Investors own a diversified group of stocks in a single investment that is highly transparent, liquid, and efficient.
- American Stock Exchange (http://www.amex.com)
- Learn more about the AMSE's Exchange-Traded Funds.
- Morningstar (http://www.morningstar.com/Cover/ETF.html)
- Morningstar’s analysts provide links to information about what ETFs are and how they work. There is also a link to "Portfolio 403," an online seminar about ETFs.
- NASDAQ (http://quotes.nasdaq.com/asp/investmentpr oducts.asp)
- Learn about NASDAQ's Exchange-Trade Funds.
- Securities and Exchange Commission (http://www.sec.gov/answers/etf.htm)
- The SEC's section on Exchange-Traded Funds is here
Historical Quotes
- Yahoo Finance (http://finance.yahoo.com)
- Once you have selected a particular company's profile, you will find a link to historical quotes for that company. Information is available back to 1962.
Initial Public Offerings
- 123Jump.com (http://www.123jump.com/ipo/index.htm)
- This site has the largest collection of summary of IPO profiles and performance statistics.
- NASDAQ (http://www.nasdaq.com/reference/ipos.stm)
- Recent IPOs on the NASDAQ.
International Investing
- Export.gov (http://www.export.gov/mrktresearch/index.asp )
- Get reports on industries in other countries by using the Market Research Library link on this web page.
- Wall-Street.com (http://www.wall-street.com/foreign.html)
- Links to stock exchanges around the world. (Not affiliated with the Wall Street Journal.)
Mutual Funds
- Investment Company Institute (http://www.ici.org/)
- Learn about investing in mutual funds; see research reports and statistics, newsletters and publications.
- Morningstar (http://www.morningstar.com)
- Provides a good deal of general information that is free. Subscription is required for analysts' reports, however.
- Mutual Fund Investor’s Center (http://www.mfea.com/default.asp)
- A collection of mutual fund companies, website links, fund listings and exclusive planning, tracking and monitoring tools, provided by the Mutual Fund Education Alliance, the not-for-profit trade association of the no-load mutual fund industry.
Options Trading
- Chicago Board Options Exchange (http://www.cboe.com/)
- "The definitive source for options trading information." In addition to quotes on options, you will find a link to an interactive Learning Center where you can find an assortment of materials and online training to enhance your knowledge.
- Options Industry Council (http://www.888options.com)
- Formed in 1992, the Options Industry Council (OIC) is a non-profit association created to educate the investing public and brokers about the benefits and risks of exchange-traded options.
Socially Responsible Investing
- Social Investment Forum (http://www.socialinvest.org)
- A national nonprofit membership organization promoting the concept, practice and growth of socially responsible investing.
For More Ideas
- Librarians' Index to the Internet (http://lii.org)
- A searchable, annotated subject directory of more than 12,000 Internet resources selected and evaluated by librarians for their usefulness to users of public libraries. Choose Investing under the "Business, Finance and Jobs" topic for more links to useful investment sites.
- Market Research Firms
- While market research firms generally will not release complete reports free on the Internet, you can often gain insight into an industry or company by studying press releases or report summaries from research firms specializing in your field of interest. One way to find these specialists is to take note of research firms whose studies are quoted in stories in the Wall Street Journal or other publications. Go to the website for those research firms, and see what information is available for free.
- MarketResearch.com (http://www.marketresearch.com)
- An "aggregator of global business intelligence." Select your topic and see what reports are available; more importantly, see who provides those reports and then check those firms' websites.
