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Finance Resources: FINC325

Look here to find industry and company profiles, ratios, financial data, and news (including stock and holdings data and analysis).

Top resources for analyst and stock reports

The best stock reports are those that contain original, signed narrative analysis and quantitative predictions to go along with the historical financial information.  UST has two main resources for this content, Standard & Poor's and ValueLine, and a third resource for slightly outdated primary analysis, OneSource Global Business Browser. Note that a company will list the many of the analysts that cover them on the company's website.

Trouble connecting to Valueline?

The best/fastest way to use Valueline is to choose RESEARCH HUB.  The problem is, often the information you need doesn't show up. If you have problems connecting, go to our Troubleshooting guide.

Financial Statements & SEC Filings

The single most important set of information on public companies: financial statements help make transparent to investors the current health of a business, and the periodic filings required by the SEC supplement those statements with narrative disclosures of relevant information by company management that help put the raw numbers into perspective.

Conference Call Transcripts

Conference calls are substantive conversations between company's upper management and investment banking analysts covering topics including:

  • Earnings announcements
  • Significant events (e.g. auditor changes, restatement of financials, change in management)
  • Changes in strategic or operational direction. 

These are recorded and transcribed, and made available from various sources, including company web sites. Companies don't always keep a backfile of these on their websites, so Factiva can be a good alternative. 

What's EDGAR?

EDGAR is the Securities & Exchange Commission's (SEC) public website for finding and retrieving required periodic company information filings.

Sources for Holdings Data

Researchers are often interested in knowing what proportion of a company's stock is held by insiders, large investors, and institutions. Here are some good sources for current information.