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Where to get analyst reports


Last updated on January 6, 2012

Free Sources
The following sources were recommended:

Fundamental Research Corp.
OTC Live
Zacks.com
Seeking Alpha

Fee-based services
Check your corporate or public library for the following sources. Some offer a free trial period.

Thomson One Banker Full reports. Either click on the Research tab at the top of the page, or search by company then choose Research Reports (note: use in Internet Explorer)
Thomson First Call Analyst (analysts' morning notes)
OneSource Search a company, then once in a company profile, click on Analyst Reports
LexisNexis Company Dosier
Search a company, then once in a company profile, click on Analyst Reports
Bloomberg
Morningstar
TheMarkets.com (now owned by CapitalIQ)
Mergent

Guides, Tutorials, Tips

You can call the investor relations department of any public company and ask that it send copies of the most recent analyst reports written on the company.

Georgetown University Library investment guide is one of my favorite sources of information on this topic.

University of North Carolina video: "Finding stock analysis using library databases: Morningstar, Mergent, Business & Company Resource Center."

Vanderbilt University guide: "How do I find analyst reports (investment bank reports)?" Note that this is intended for Vanderbilt students, who have access to university library resources. However, the resources and comments are interesting. See also this PDF tutorial for use of specific fee-based resources.

We use the fee-based resources Thomson Reuters' Investext, Gale's Business and Company Resource Center, and OneSource Global Business Browser. Investext (which was available through Gale BCRC until a couple of years ago) has the best known banks - Morgan Stanley, JP Morgan, Credit Suisse, etc. - represented, while Gale has lesser known institutions. OneSource has a handful - not many - "second tier" institutions represented as well.

This may  seem silly or trivial (& hit or miss),  but  I will  do a pdf or ppt search with the name of  a report — especially if it involves a company's marketing strength/ranking. A lot of time the analyst  companies will let the vendor create white papers with these reports. I  have managed to find Gartner reports this way.

Created on September 23. 2005 l Updated on January 6, 2012