PDF Title: Morningstar Analyze company stocks & bonds

Title: Morningstar ? Analyze company stocks & bonds

Welcome to this tutorial about the Morningstar database.

My name is Dan Maynard, I'm your presenter, and I'm also the business librarian at Campbell University.

Morningstar is famous as a methodology for investing in mutual funds. But the database also provides information on individual companies and their competitors.

Morningstar is targeted toward financial analysis to inform investors about decisions to own or sell a company's stocks and bonds.

This tutorial is for beginners that need to find stock prices, earnings per share, financial statements of public companies, that is, companies traded on stock exchanges.

Now, let's take a look at some screenshots to see where things are located. Frist, find the Morningstar database on the library website. At the Morningstar landing page, look up the company by name, or by ticker symbol. In this case, we are looking for Starbucks. At the company landing page, notice the tabs. Of course it lands on quote, and then we have charts, stock analysis, performance, key ratios, financials, filings, and so forth. Remember to drill down, most tabs include ways to compare other companies, look at indicators such as dividends and stock splits, and look at key ratios. First, the quotes, which is the landing tab, is a snapshot that indicated the current stock price. "Current" means within the past few minutes. Under "chart" there is a graphic depiction of the historical stock prices, and notice that you have lots of options here. Stock analysis- this has 2 parts: current and archive. These are very important detailed narratives about influences on stock prices. For example, if you move over to the "archive", notice that these things go way way back. For example the Starbucks archives go back to 1999. Performance- These are tabular depictions of historical stock prices- as opposed to the graphic depictions found in the charts section. Key ratios- these are items such as earnings per share, and notice here that is says "TTM". Looking up TTM in the glossary for Morningstar, it says it's the short term for trailing twelve months. So this is September 2013, September 2012, September 2011. And right down here is where you find earnings per share data. Financials- basically this is information from balance sheets and income statements. Notice that it is also on the TTM. Coming on over to filings, here are the annual reports, quarter reports and more that the company submits to over site agencies like the Securities and Exchange Commission. Finally, if you need more help, the Morningstar glossary is a great place to start. Just go to the help and education link and select the item that you wish to investigate.

Thank you for watching this tutorial, and I will see you on the next one.

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