Company Research Guide

These resources provide analyst opinion and/or investment advice. You should also visit the Trading Room for access to other information resources.

• Search Tip: Search by company name, ticker symbol, or NAICS code. A current company profile will be retrieved (if you search by NAICS you will get a list of companies ranked by revenue). Use the links on the left side of the screen to access investment reports.

• Search Tip: Hover over [Companies] in the top navigation bar, then select [Investment Reports]. Browse the list or use the search box search the list of companies. Select a company to view the available investment reports.

Note: Investment reports are not available for all companies

• Search tip: Search for a company, then on the profile page look for a link to Analyst Reports

Search Tip: Use S&P Capital IQ NetAdvantage to access CFRA Stock Reports. Search for a company to retrieve its profile. On the left side of the screen box, select [Equity Research] from the resources list. A CFRA Stock Report will be retrieved. Stock Reports are issued weekly.

Search Tip: S&P Capital IQ Advantage also provides access to investment reports and analyst opinion from a variety of firms. Search for a company to retrieve its profile. On the left side of the screen box, select [Investment Research] from the resources list and browse the reports listed.  By default only reports published in the last 30 days are shown. Use the date drop-down box at the top of the screen to change the date range to display.

• Search Tip: Enter a company name or ticker symbol in the [QUOTE] search box at the top of the screen. To print in PDF format, click on the [PDF REPORTS] link and choose a date. Note: to view reports older than one year, use the Value Line Historical Reports database (link below).

Visit the Trading Room for access to other information resources such as Morningstar, Bloomberg, Capital IQ, and Datastream.