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Investments

Investments. INLS 227 Fall 2002. Types of Securities. Stocks Bonds Investment Companies (mutual funds) Money Market. Stocks.

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Investments

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  1. Investments INLS 227 Fall 2002

  2. Types of Securities • Stocks • Bonds • Investment Companies • (mutual funds) • Money Market

  3. Stocks • An instrument that signifies an ownership position, or equity, in a corporation, and represents a claim on its proportionate share in the corporation's assets and profits; also called equities.

  4. Bonds • A debt instrument issued for a period of more than one year with the purpose of raising capital by borrowing. The Federal government, states, cities, corporations, and many other types of institutions sell bonds. • A bond is generally a promise to repay the principal along with interest on a specified date (maturity).

  5. Investment Companies • Medium for small investors to pool resources/funds so they can participate and be represented like large investors. • Most common investment type is the MUTUAL FUND company.

  6. Money Market • Securities having less than one year maturity Treasury Bill – T-bill is a good example.

  7. Basic Investment Information Needs • Stock quotations • Financial information • Investment advice • Current news and industry outlook • Market Averages

  8. Types of Investment Sources • Quotations • Financial Manuals • Investment Advisory Services • News Sources • Market Averages

  9. Stock Quotations • Wall Street Journal - weekdays • Yahoo!Finance http://finance.yahoo.com • Barron’s - weekly quotations • Daily Stock Price Record – accumulation of daily figures/yearly publication, print only • Wall Street Research Net http://www.wsrn.com

  10. Quotations • Summary data S&P Stock Guide S&P Bond Guide Moody’s Bond Record Wiesenberger Mutual Funds Update Investment Companies Yearbook FIS Online Morningstar Principia Pro-10 yr summaries

  11. Basic Investment SourcesFinancial Information • Annual Reports • Income statements, balance sheets, ratios, profits • Graphs • Charting patterns • Stock change • Change patterns

  12. Financial Manuals • Mergent Investor’s Services / Manuals • Standard & Poor’s • Hoover’s Handbooks

  13. Investment Advisory Services • Offers commentary, analysis, forecasts or recommendations

  14. Investment Advisory Services • Brokerage reports • Investext • Wall Street Transcript • “Broker Reports” • “Wall Street Roundup” • “Corporate Reports on File” • WSJ • Zack’s Investment Research

  15. Investment Advisory Services • Commercial Advisory Sources • Value Line Investment Survey • 1,700 stocks (additional 1,800 in expanded set) • Summary and Index • Selection and Opinion • Ratings and Reports • Mutual Fund Survey • Standard & Poor’s “The Outlook” stocks • Morningstar Mutual Funds • Wiesenberger Investment Companies Service – annual with updates – mutual funds

  16. Investment Advisory Services • Investment Analysis • S&P Industry Surveys • Mergent Industry Reviews • S&P Monthly Investment Review • Morningstar

  17. Market Averages • Standard and Poor’s Statistical Service • WSJ • Stock, Bond, Bills and Inflation Yearbook

  18. Special Investment Situations • Follow Investment News • Quarterly reports, interim reports • Reports of changes in corporate control, acq. of sale of assets, bankruptcy, change of auditing, change in executives, activities, changes in fiscal year • New Securities Offerings -IPO’s • Look for registration statements in SEC – form, some type of “S” form -S-1 for brand new.

  19. Special Investment Situations • Merger-related Activities – M&A • LexisNexis Academic (choose Business-M&A) • Mergernetwork.com • SEC • Tracking Corporate Change • CCH Capital Changes Reports • Dividend Announcements • Moody’s Dividend Record • S&P Stock Guide

  20. “Demystifying Investment Information”Selected Resources for Investment News and DataPreconference presented by the BRASS Education Committee, Ala Annual Conference, 1994, Miami, FLhttp://www.ala.org/rusa/brass/lavbib.html

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