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Business 245: Stock Market Assignment: Statistical performance

How to find the annual report, current articles, stock prices and performance for a publicly-owned company.

Statistical performance is put in Form C

Online resources

Financial metrics over the last few years can be found online using

  • The company home page (Google it)
  • Annual report (part of company home page, usually at the bottom of the page under Investor relations)
  • Yahoo Finance
  • Google Finance

Value Line Investment Survey and Morningstar Investment Research Center

If your company is one of the Dow 30, you can access Value Line Investment Survey reports for them free at https://research.valueline.com/research?=#list=dow30&sec=list. These reports include current, detailed financial information, ratings and recommendations.

Value Line reports for all other stocks are available online to County of San Luis Obispo County Public Libraries card holders (except for those who have Paso Robles City library cards only). Full Value Line reports are updated every three months. These reports may look daunting at first, but the simple guide linked below will help you understand them. There are also YouTube videos on the topic.

If you have a SLO County Libraries card, follow these steps to access Value Line reports:

  • Go to www.slolibrary.org.
  • Click on Reference>Online Learning.
  • Scroll down to Financial.
  • Click on Value Line: Library Pro Elite.
  • Enter your library card’s barcode number and click Login.
  • In the top right corner where it says Quote, type in the name or stock symbol for the company.
  • Do NOT hit enter at this point.
  • Wait until the company name and its symbol populate below the search field and click on the hyperlink.
  • Peruse the page that appears.
  • On that page, be sure to find the box titled “Value Line PDF Reports.”
  • Click on the most recent report for the company. PDF reports are updated every 3 months.

County of SLO Public Libraries also provide free reports on stocks via Morningstar Investment Research Center. If you have a SLO County library card (for all cities in the county except Paso Robles): 

  • Go to www.slolibrary.org.
  • Click on Reference>Online Learning.
  • Scroll down to Financial.
  • Click on Morningstar.
  • Enter your library card’s barcode number and click Login.
  • Near the top right-hand corner, find the search field in front of the word “Go.”
  • Type in your company name or symbol.
  • Wait until the company name and its symbol populate below the search field and click on the hyperlink.
  • Peruse the page that appears.