Science, Industry and Business Library > Financial Services Information Sources

Advisory Newsletters

Systematic investment advice, including portfolios.
Sources:
Hulbert Guide to Financial Newsletters at JBL 95-91,
updated by Hulbert Financial Digest at JBM 95-254,
rates performance of newsletters.
Investor’s Information Sourcebook at JBF 00-1431.

This is a list of the advisory newsletters available at the Science, Industry and Business Library.

Bob Brinker’s Marketimer
Latest issues at Delivery Desk; earlier issues at JBM 09-137.
Stock Market Outlook
Federal Reserve Policy Update
Bob Brinker’s Recommended List of No-Load Funds
Interest Rates/Fixed Income In vesting
Marketing Model Portfolios

Dines Letter
35:7 (1995) – date at JBM 97-752.
‘ Original goldbug’; after ‘80s advocated stocks
Tracks foreign stock indexes
Lately, has tracked a group of internet stocks
Growth portfolio outperformed Wilshire 5000

Dow Theory Letters
386(1968) - date at JLM 73-213.
Mainly market timing

Investext (EIC)
Electronic resource.
(Thomson) Find analyst's investment reports on companies & industries from over 500 brokers worldwide. Search by company, industry, or keyword. Note: If the screen does not open directly in the Research tab, click to Research and then Full Search. Do a search and click on the title of the report to retrieve from next screen; click again on the report title to retrieve the full report (in PDF).

 

Money.letter.com
Latest 6 issues in Financial Services.
Vol. 22:1 (2001-date at JBM 95-148.
Originally, money market funds, but now includes diversified portfolio

Morningstar FundInvestor
Latest ed. in Financial Services.
Vol. 6:8 (1998) to date at JBM 98-490.
Newsletter discussing only top-rated funds

Morningstar Library Edition (EIC)
Electronic resource.
Access Morningstar financial reports, screening, analyst reports and portfolio screening. Use the Help & Education link to access information about this database and online course modules on investing.

Morningstar Mutual Funds
Latest in Financial Services.
Vol. 14:6 (1991)-date at JBM 91-1109. Also available as electronic resource.
Detailed analysis of several thousand funds, including closed-end.

Morningstar StockInvestor
Monthly. Latest 6 issues in the Financial Services Section.
May 1998 to date in JBM 98-530.
Review of Morningstar Bellwether Watchlist.

No-Load Fund Investor
Monthly.
Dec. 1996 to date at JBM 97-52.
Detailed analysis of 794 funds including low-load; some rankings.
Includes best buys from major fund families.

Outlook (Standard & Poor’s)
Vol. 1, 1937 to date at JBM 93-739.
Current issues also available in electronic database, Standard & Poor’s NetAdvantage.
One of oldest newsletters; including options.
After 1989 developed new method, underperformed even with timing problems.

Standard & Poor’s Industry Surveys Monthly Investment Review
Latest 3 issues in Financial Services.
Oct. 1996 to date at JBM 97-419.
1500 stocks incl. midcap and small cap; including buy and sell advice

Standard & Poor's NetAdvantage (EIC)
Statistics and Articles. Includes Bond Guide, Corporation Records, Dividend Record, Earnings Guide, Industry Surveys, Mutual Fund Reports, The Outlook, Standard & Poor's Register, Stock Guide, and Standard & Poor's Stock Reports. Updated: Weekly.

Standard & Poor's Stock Reports. New York Stock Exchange, American Stock Exchange, NASDAQ and Regional Exchanges
Monthly (with combined issues 2 times per year).
Latest in Financial Services.
Library has: Jan (1998) to date at JBM 98-69.
Before 1997, separate editions of the Stock Reports were published for each exchange. Please check CATNYP for further details.

Value Line Investment Survey
Rates stocks for ‘Timeliness’ and ‘Safety’; incudes allocation advice; consistently outperforms.
Weekly. Pt.1 (Summary/Index) at McGraw Desk. Pt.2(Selection/Opinion),
Pt. 3(Ratings/Reports). Current cycle in Financial Services Section.
Earlier issues available in microform in Call #*XLE –331, 1980-March 2, 2001 or electronically (see below). Paper issues, March 2001- on stack 3, at JBM 09-48.

Value Line Investment Survey (Small and Mid-Cap ed.).
Weekly. Pt 1(Summary/Index) at McGraw Desk. Pt.2 (Ratings/Reports), Pt. 3 (Selection/Opinion). Current year in Financial Services Section.
Continues Expanded ed., March 1995 to March 1997 in microform at
*XLF-439 and CD-Rom. Library has: March 8, 2002- in paper on stack 3, at JBM 09-54.

Value Line Investment Survey (EIC)
Statistical database. Provides capabilities for viewing, sorting, screening, graphing, and preparing reports on 1,700 individual equities. The survey gives ranking on over 200 search fields, including earnings estimates, appreciation potential, annual financial data, and business ratios.
The database includes the ability to view and print the actual full-page research reports from the Value Line Investment Survey print publication.

Financial News Sources

All these titles are also available electronically for selected years at SIBL and some will also be available outside SIBL from databases available from home.

Barron’s
Current issues at Delivery Desk.
Vol. 1, no.1, May 9, 1921 to date at *ZAN-T920.
Weekly comprehensive news and data source for full range of financial markets.

Business Week
1929 to date at *ZAN-T2220
Regular features: Finance; Investment Figures of the Week; Bloomberg Money Flow analysis
Special Issue (March), Report Card on the S & P 500.

Financial Times
London, U. K.
Current issues at B. Altman Delivery Desk.
February 1888 to date at *ZAN-T382.

Fortune
1930 to 2000 at *ZAN-T4861
V. 143, March-April 2001 to date at JBN 98-27

Futures
12(1983) to 29(2000) at*ZAN-T5869
30(2001) to date at JBM 02-341
Monthly news and overviews of futures markets.

Internet World
(1998) –date at JSN 98-2.
Maintains internet stock index

Investor’s Business Daily
June 1991 to date at *ZAN-B344
“ Expert’s” daily investment news, data, and analysis.

Kiplinger’s Personal Finance
2001 to date at JBM 00-474
General coverage of personal finance; some stock picks; regular feature: Saving & Investing
Special issue (August) - Mutual Funds

Money
Chicago, Time
1972 to 2000 at *ZAN-T4491
2001 to date at JBM 01-652
General financial planning; regular features: Fund Watch; Wall Street
Special issue (Feb.) - Mutual Funds

Red Herring
1995- 2003 at JBM 95-415
5/28/2007 to date in electronic databases, Academic Search Premier and Business Source Premier.
News and analysis of technology companies incl. stocks
Special issue (September) - Tech 100

The Wall Street Journal
Latest issues at B. Altman Delivery Desk.
February 1959 to latest received in microform at *R-SIBL Wall Street Journal in at Altman Delivery Desk.
Electronic databases:
The Wall Street Journal (Proquest Historical Newspapers), 1889 to 1990.
The Wall Street Journal (Proquest-current full text) 1984 to present.

Wall Street Transcript
5 (1964) - 137 (1997) at *ZAN-T6066;
139 (1998) to date at JBM 98-584.
e-journal 1997- onsite access at SIBL only.
Comprehensive news, with each issue focused on one industry
Retrospective schedule of industry roundtables in each issue
Indexed in F & S United States and PROMT

Worth
2006 to date at JBM 06-345.
Theme issues on general topics, e.g. investment planners, internet investing
Regular feature: ‘Need to Know’
Special issues (July/Aug.) - Mutual Funds; (Jan.?) - annual outlook
Includes financial news about companies

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