basic investment information. investment information key concepts stock quotations investment...
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BASIC INVESTMENT INFORMATION
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Investment information
• key concepts
• stock quotations
• investment information resources
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Investment terminology
• SECURITY: a financial instrument that is a claim on an asset and could be traded on the market
• STOCK: a certificate of share ownership in a corporation (equity instrument)
• BOND: a security that involves loan to be repaid (debt instrument)
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Stocks
• an equity instrument
• common, preferred
• primary market: stock underwriters
• secondary market:– stock exchanges (NYSE, AMEX)– over-the-counter (NASDAQ network)
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Bonds
• a debt instrument
• corporate, agency, municipal
• “coupon rate” of interest
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Sources of financial quotations
• Printed resources:– WSJ, Investor’s Daily, Barron's
• Electronic quote systems: ticker services
• Online databases: e.g., CompuServe, Dialog, DJ News Retrieval
• Retrospective: Daily Stock Price Record (S&P)
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Key market indicators
• stock indexes (Dow Jones Industrial Average, S&P 500)
• earnings per share
• price/earning ratio
• book value
• price volatility
• bond ratings
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Useful resources
• Value Line Investment Survey
• Moody’s Handbook of Common Stocks
• Standard NYSE Stock Reports
• S & P Security Owners Stock Guide
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Useful Internet links
• Etrade.com http://www.etrade.com/• Data Broadcasting Corporation - real time
stocks
http://www.dbc.com/
• Hoovers Info Service http://www.hoovers.com
• SEC http://www.sec.gov