Open Access
Online source accessible to everyone, anywhere.
McMaster Users Only
Online source accessible to current McMaster students, faculty and staff only. MacID@mcmaster.ca required.
Analyst Reports
Bloomberg available on-site only in the DeGroote Trading Centres located in DSB-B106 and RJC-126
Reports are available to be read within Bloomberg or downloaded in PDF format. Possible search strategies for analyst reports:
For company reports ...
in the command line, enter the ticker (e.g., AAPL US) and hit the <Equity> key
type DSCO BRC and press <GO> to bring up the Document Search: Research screen
For analyst recommendations ...
in the command line, enter the ticker (e.g., AAPL US) and hit the <Equity> key
type ANR and press <GO>
For industry analysis ...
in the command line, enter the code BI and press <GO>
use the menu to select an industry to open up its dashboard.
in the Industry Dashboard see the Monitor > News / Research section
for analyst research see the Contributed Research tabs
Factiva NOTE: Access is limited. Only 6 people at one time can use this database. If you receive an error message, please try again later.
Select Companies/Markets in the top navigation menu. Search for a company. In the Company Snapshot, select Analysis and Profiles (if available).
Nexis Uni
Go to the bento menu at top of screen (9 dots next to Nexis Uni logo) and select Nexis' Dossier. Search for a company. In the company profile, select Investment Research and choose Analyst Reports (if available).
Value Line Investment Survey, 1997 to the present NOTE: Access is limited. Only 6 people at one time can use this database. If you receive an error message, please try again later.
Provides investment information and advice on approximately 1,700 companies (mostly US) in over 90 industries. The one page reports contain Value Line’s Timeliness, Safety, and Technical ranks; historic financial data; detailed financial results; 3-5 year price and earnings projections; beta (stock's sensitivity to fluctuations in the market); an analyst’s written commentary; and more.
To find analyst reports for active (or inactive) publicly traded companies ...
go to the Quick Links box on the home page (i.e., Value Line Dashboard) and select VLIS Current Issue
scroll through the list of companies and/or use the Jump to company search box to find a specific company
click on a company name in the list to view the current web-based report or click on the PDF icon to view the stock report (enable pop-ups)
while the current web based report is open, select the PDF reports link (top right) or go to Value Line PDF Reports box (bottom right) to view previous reports (Company, Industry, Selection & Opinion or Summary & Index)
OR
go to the Quick Links box on the home page (i.e., Value Line Dashboard) and select VLIS & SMC - Historical Archives
on the Historical Reports page, search by Ticker ... or Company Name... to see reports on a company
to view the report, click on a link in the Company Name or Ticker columns. NOTE: Do no click on a link in the Last Issue Date column as it will just return you back to a general results list.
after selecting the company name or ticker, scroll through the list and find the relevant Issue Date.
to open and view an issue for your company, select the PDF icon in the Company Report column