1. Company Information
Basic company information sources available to Concordia follow. If you have any trouble selecting or using any of the listed materials, consult the Reference Librarian.
Canada – Investment Information **
RRSP Yields /
Industry Data
Mutual Fund
Bond Yields
Information
Information
Company
Company
Business
Dividend
Analysis
Address
Balance
Profile
Prices
Name
Sheet
Stock
Ratio
Type
EPS
P/E
of
Sources of Company Information Location
Annual Reports – see Page 4
Investment Services
FP Advisor (Financial Post) *
Includes: ● ● ● ● ● ● ● ●
Company Snapshots Remote access (Concordia ONLY)
Corporate Surveys Remote access (Concordia ONLY) ● ● ● ● ● ● ● ●
Historical Reports Remote access (Concordia ONLY) ● ● ● ● ● ● ● ● ●
Investor Reports Remote access (Concordia ONLY) ● ● ● ● ● ● ● ●
WEB Periodicals Desk card service
Historical Reports (backfile) 1946-1999 ● ● ● ● ● ● ● ● ●
Investor Reports (backfile) WEB Periodicals Desk 1946-1999. ● ● ● ● ● ● ● ●
Survey of Industrials REF HG 5151 F5 WEB ● ● ● ● ● ● ● ● ●
FP Survey, Mines & Energy REF HD 9506 C22F5 WEB ● ● ● ● ● ● ● ● ●
Industry Surveys – see also Page 5
FP Advisor (Financial Post)*
See:
Industry Reports Remote access (Concordia ONLY) ● ●
Also, archive in print HG 5158 WEB Serials Desk to 1999 ● ●
GMID (Euromonitor Global Market Information) Remote access (Concordia ONLY) ●
Mergent Online *
See:
Industry Reports Remote access (Concordia ONLY) ●
Statistics Canada
Quarterly Financial Statistics for Enterprises,
61-008-XPB WEB Government Info Services ● ●
Financial & Taxation Statistics for
Enterprises, 61-219-XPB WEB Government Info Services ●
Small Business Profiles (electronic resource) WEB Government Info CD-ROM
Industry Canada ● ●
Also
http://strategis.ic.gc.ca/epic/internet/inpp-
Performance Plus: Build Your Own Profile pp.nsf/en/Home ● ●
** For Canadian Companies listed on an American stock exchange, see also Investment Information – U.S. (see page 5)
* available via the Internet – go to Databases link on the Library’s homepage: http://library.concordia.ca
2. Page 2
Canada – Investment Information continued
RRSP Yields/
Industry Data
Mutual Fund
Bond Yields
Information
Information
Company
Company
Business
Dividend
Analysis
Address
Balance
Profile
Prices
Name
Sheet
Stock
Ratio
Type
EPS
P/E
of
Sources of Company Information Location
Statistical Data, Stock Prices, Dividends
CFMRC (Canadian Financial Markets Research
Centre) * Remote access (Concordia ONLY) ●
CRSP (Centre for Research in Security Prices) * Remote access (Concordia ONLY) ●
Factiva.com ● ● ● ● ● ● ● ● ●
Use Companies/Markets tab Remote access (Concordia ONLY)
Globe and Mail. Daily newspaper WEB VAN Periodicals Desk ● ●
Gazette. Daily newspaper WEB VAN Periodicals Desk ● ●
Toronto Stock Exchange Review continued by: PER HG 5160 T6A1 WEB ● ● ● ● ● ●
TSX E-Review Remote access (Concordia ONLY) ● ● ● ● ● ●
TSX Venture Exchange Review PER HG 5160 C36A1 WEB ● ●
FP Dividends: Annual Record & 10 Year Price
Range HG 5158 A56 WEB Circ. Desk ● ● ●
FP Dividends via FP Advisor * Remote access (Concordia ONLY) ● ●
Stock Guide WEB REF Workstation 227 ● ● ● ● ● ● ●
Bonds
Financial Post FP Bonds. Corporate REF HG 5151 B67+ WEB Circ. Desk ● ●
Standard & Poor’s http://www.standardandpoors.com ●
Investment Advisory Services
Canadian Business Service
Investment Reporter REF HC 4503 C25+ WEB Circ. Desk ● ● ● ● ● ● ● ● ●
Blue Book of CBS Stock Reports REF HG 4501 C3322+ WEB ● ● ● ● ● ● ●
FP Advisor (Financial Post) *
See
Investor Reports Remote access (Concordia ONLY) ● ● ● ● ● ● ● ●
Graphoscope PER HG 5158 G7+ WEB ●
Investext Plus * Remote access (Concordia ONLY) ● ● ●
Value Line Investment Survey Remote access (Concordia ONLY) ● ● ● ● ●
* available via the Internet – go to Databases link on the Library’s homepage: http://library.concordia.ca
3. Page 3
Canada – Investment Information continued
RRSP Yields/
Industry Data
Mutual Fund
Information
Information
Company
Company
Business
Dividend
Analysis
Address
Balance
Profile
Prices
Bond Yields
Name
Sheet
Stock
Ratio
Type
EPS
P/E
of
Sources of Company Information Location
Investment Advisory Services - continued
To update corporate investment information:
ABI/INFORM Trade & Industry * Remote access (Concordia ONLY)
Business & Industry * Remote access (Concordia ONLY)
CBCA Complete * Remote access (Concordia ONLY)
Canadian Newstand * Remote access (Concordia ONLY) See also
CPI-Q * Remote access (Concordia ONLY)
Selected Reference Sources:
“Financial Ratios”
Eureka.cc (Quebec French newspapers) Remote access (Concordia ONLY) “Finance”
Factiva.com
Use Companies/Markets tab Remote access (Concordia ONLY)
Globe & Mail (also online in Factiva) WEB VAN Periodicals Desk
Lexis-Nexis
(available ONLY to Concordia students & faculty) REF WEB VAN
Tablebase * Remote access (Concordia ONLY)
Mutual Funds
Fund Profiler (for access, ask at Reference Desk) Webster Reference Area ●
National Post
FP Mutual Funds. Monthly Report WEB Periodicals Desk
available via the Internet – go to Databases link on the Library’s homepage: http://library.concordia.ca
4. Page 4
Canada – Investment Information continued
Net Income /
Employees
Number of
Revenue /
Principals’
Company
Rankings
Liabilities
Business
Earnings
Address
Assets /
Type of
Names
Name
Sales
Sources of Company Information Location
Annual Reports / Financials
Financial Post 500 companies’ Annual Reports –
last five (5) years WEB Periodicals: Corporate Annual Reports ● ● ● ● ● ● ●
Mergent Online * (includes annual reports, 1996 - ) Remote access (Concordia ONLY) ● ● ● ● ● ● ●
Crown Corporations Annual Reports WEB Government Information Services ● ● ● ● ● ● ●
SEDAR (public securities filings) 1997 - http://www.sedar.com ● ● ● ● ● ●
Rankings
Les Affaires 500 (annual) REF HC 117 Q4A235 WEB VAN ● ● ● ● ● ● ●
Canadian Business (June issue) ON RESERVE PER HC 111 C32 WEB Periodicals Desk ● ● ● ● ● ● ●
National Post
Business 500 ON RESERVE
(July issue of Business magazine) REF HD 2807 A1F5+ WEB Circulation Desk ● ● ● ● ● ● ●
Report on Business 1000 (July issue) PER HF 5001 R45 WEB Serials Desk ● ● ● ● ● ● ●
Corporate Directories
REF HD 2809 B6+ WEB VAN
Blue Book of Canadian Business Online in: Canadian Business Resource ● ● ● ● ● ● ●
Canadian Key Business Directory REF HF 5071 C35+ WEB Reference Desk ● ● ● ● ●
Greater Montreal and the North and South Shore
Businesses
REF HF 5072 M65R46 WEB Reference Desk ● ● ● ● ●
National Services Directory REF HD 9985 C2D85 WEB VAN Reference Desk ● ● ● ● ●
Regional Directory: Quebec REF FC 2947.22 D86 WEB Reference Desk ● ● ● ● ●
Trade Directories
http://strategis.ic.gc.ca/epic/site/ccc-
Canadian Company Capabilities* rec.nsf/en/Home ● ● ● ● ● ●
Canadian Trade Index http://www.ctidirectory.com ● ● ●
Scott’s Directories (Manufacturers) Ontario & Quebec REF T 12.5 C2S3 WEB ● ● ● ●
Répertoire des produits disponibles au http://www.icriq.com ● ● ●
Québec (CRIQ)
* available via the Internet – go to Databases link on the Library’s homepage: http://library.concordia.ca
5. Page 5
United States – Investment Information
Name Address
Dividend Info
Net Income /
Stock Prices
Employees
Number of
Principals’
Revenues
Bond Info
Company
P/E Ratio
Liabilities
Business
Financial
Earnings
Assets /
Type of
Names
Sales /
Ratios
EPS
Sources of Company
Information Location
Investment Services
Mergent Online * Remote access (Concordia ONLY) ● ● ● ● ● ● ● ● ● ● ●
Standard & Poor’s Corporation
Standard Corporation Descriptions REF HG 4501 S7663 WEB ● ● ● ● ● ● ● ● ● ● ● ●
Value Line Investment Survey Remote access (Concordia ONLY)
● ● ● ● ● ● ● ●
Annual Reports / Financials
Mergent Online* Remote access (Concordia ONLY) ● ● ● ● ● ● ● ● ● ● ●
SEC documents via EDGAR http://www.sec.gov/edgar.shtml ● ● ● ● ● ●
Also, many companies with WEB sites
Include annual reports.
Factiva.com Remote access (Concordia ONLY) ● ● ● ● ● ● ● ● ● ● ●
* available via the Internet – go to Databases link on the Library’s homepage: http://library.concordia.ca
6. Page 6
United States – Investment Information continued
Name Address
Net Income /
Mutual Fund
Employees
Dividend Info
Number of
Revenues
Stock Prices
Bond Info
Company
P/E Ratio
Liabilities
Business
Financial
Earnings
Assets /
Type of
Sales /
Ratios
Info.
Sources of Company
Information Location
Industry Surveys
GMID * (Euromonitor Global market
Information Database) Remote access (Concordia ONLY) ● ●
Mergent Online* ● ●
See: Industry Reports Remote access (Concordia ONLY)
Standard & Poor’s Corporation
S & P Analyst’s Handbook. REF HG 4519 S77 WEB ● ● ● ● ● ● ●
Standard & Poor’s Industry Surveys
Online * Remote access (Concordia ONLY) ● ● ● ● ● ● ● ● ●
Statistical Data: Bonds
Standard & Poor’s
Bond Guide (monthly) REF HG 4905 S6182 WEB ● ●
See also newspapers such as the Wall
Street Journal and the New York Times.
Stock Prices/Indexes
Dow Jones Averages, 1885-1995 REF HG 4915 D59 1996
Standard & Poor’s
Statistical Service. Monthly Updates REF HG 4921 S752 WEB
REF HG 4501 S73+ WEB
Outlook. Weekly
Circulation Desk ● ● ● ● ●
S & P Security price Index Record.
Biennial REF HG 4921 S752 WEB
Factiva.com Remote access (Concordia ONLY) ●
Mutual Funds
Factiva.com Remote access (Concordia ONLY) ●
Barron’s (February, May, August &
November Issues) REF HG 1 B3 WEB Periodicals Desk ● ● ●
Forbes. (Annual mutual fund August 15th)
ON RESERVE at Serials Desk. PER HG 5001 F67 WEB ●
* available via the Internet – go to Databases link on the Library’s homepage: http://library.concordia.ca
7. Page 7
United States – Investment Information continued
Net Income /
Revenues
Liabilities
Business
Earnings
Employees
Assets /
Type of
Number of
Sales /
Principals’
Company
Address
Sources of Company
Names
Name
Information Location
Rankings
Ward’s Business Directory of U.S. Private and Public REF HG 4057 A575 WEB
Companies ● ● ● ● ● ●
PER HF 5001 F7 WEB Periodicals Desk
Fortune 500. Annual (April and May issues) ● ● ●
Corporate and Trade Directories
Thomas Register of American Manufacturers *
and Thomas Register Catalog File
http://www.thomasnet.com/index.html (Open Access)
● ●
Who Own’s Whom – North America REF HG 4538 W423 WEB VAN ● ●
To update the above information
ABI/INFORM Global on ProQuest * Remote access (Concordia ONLY) If you need further assistance, please ask at
ABI/INFORM Trade & Industry * Remote access (Concordia ONLY)
the Reference Desk.
Business & Industry * Remote access (Concordia ONLY)
Factiva.com Remote access (Concordia ONLY) Revised by: S. Hoffman, Finance Librarian
Lexis-Nexis
(available ONLY to Concordia students & faculty) Reference Area WEB & VAN
February 2008
Mergent Online * Remote access (Concordia ONLY)
Tablebase * Remote access (Concordia ONLY)
* available via the Internet – go to Databases link on the Library’s homepage: http://library.concordia.ca