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COMMERCE 4AF3 - Accounting Theory

Company, analyst, ESG and article resources.

Analyst Reports

  • Best Bet!McMaster Users OnlyBloomberg 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 
  • McMaster Users OnlyFactiva  
    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).
     
  • McMaster Users OnlyJ.P. Morgan Equities Research Reports via ProQuest One Business, 2011 to the present
     
  • McMaster Users OnlyNexis 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). 
     
  • McMaster Users OnlyValue 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.

    Value Line Investment Survey Dashboard with Quick Links and VLIS 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

 

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