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MBAB 5P42: Equity Investments, Markets, & Instruments

A guide to library resources related to equity investments, markets, and instruments

Getting Started With Investment Research

Charging Bull by kdinuraj, on Flickr
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This guide is targeted at Brock University students enrolled in MBAB 5P42: Equity Investments, Markets & Instruments and contains information about the financial news and data sources available at Brock University, as well as core research tools used to research finance and investment topics.

Accessing Bloomberg Professional Service at Brock University

Disaster Recovery remote access has been disabled. 

The Bloomberg Professional Service is now available in the following locations at the Brock University campus in St. Catharines:

1. In the Goodman School of Business:

  • There are eight terminals temporarily located in GSB 245 while the Canada Games are on campus.
    • Access is restricted to current Brock University students, faculty and staff.

2. In the Brock University Library: Access is restricted to current Brock University students, faculty, and staff (from any academic program).

  • There are two  Bloomberg terminals in the Library:
    • One Library desktop workstation in the Learning Commons has Bloomberg Professional installed on it and includes the Bloomberg keyboard. It is physically located on the desk around the corner from the Ask Us Desk (just look for the sign).
    • One Library laptop has Bloomberg Professional installed on it. 
      • You can sign it out at the Ask Us Desk for a four hour loan period. Overnight loan is also permitted. 
      • It comes with a Bloomberg Keyboard, which you can connect to the laptop with the attached USB connector. Remember to ask for The Bloomberg Laptop. However, it can also be used without the special keyboard. 
      • Please note: a strong wireless connection is required. If you have problems connecting to Bloomberg, check your wireless connection by connecting to the Brock University Wireless network

Access to the Bloomberg Professional Service in the Library including the database subscription and hardware, is available thanks to the generosity of the Goodman School of Business, Brock University.

Please note: Access to the Bloomberg Professional Service is restricted to faculty, staff, and currently registered undergraduate and graduate students of Brock University. It is not available to visitors with a temporary computer account.

Research Projects - Suggested Starting Points

American Depositary/Depository Receipts (ADR)

Public Company Bankruptcy (Canada)

Delisted Companies (Canada)

Initial Public Offering (IPO)

  • for Canadian IPOs, look for company filings in SEDAR such as the "Long-form prospectus".
  • for U.S. IPOs, look for company filings in EDGAR such as "Form S-1 Registration Statement" (a preliminary prospectus).
  • Most companies will also post these filings on their corporate websites in an area for Investors.
  • If you need to verify the IPO date for a specific company, you can look in the Mergent Online company research database.
  • Bloomberg has a function called ECDR (equity offering details).

Additional resources on IPOs and Valuation can be found on the Finance research guide.

Share Repurchase (Issuer Bids)

  • Companies announce share repurchase programs via press releases. Consult the Investor Relations section of a specific company's website for such notices. You can also locate them via newswire services available in Library Databases such as Factiva, or Nexis Uni.