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Value Line Research Center

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OVERVIEW
WEB-BASED VERSION
CD-ROM
MICROTEXT
OVERVIEW

Value Line is an independent research company that collects data and analyzes performance of all New York Stock Exchange and American Stock Exchange traded stocks, along with major Nasdaq stocks and other securities. Each weekly issue includes:

  • Ratings & Reports (analyses of about 120 stocks and 4-10 related industries)
  • Selection & Opinion
  • Summary & Index (Comparative table of stocks +cumulative index)
  • Rating & Reports Supplementary. Updated company news & Economic indicator charts.

All company and industry reports are updated over the course of each fiscal quarter.

Special Features:
  • Betas, REITs, Banks, Insurance and Investment firms, Securities Brokerages & Thrifts, Mutual Funds, Industry Statistics, ETFs, Growth ratios.
  • Fund owners, Insider data, Convertibles, Peers, Options, Social Responsibility, Edgar Filings, Intraday Stock Quotes.
  • Stock Screening on 200+ variables.

The library holds Value Line in three formats:

  • WEB Includes the current issue and 12 back issues
  • CD-ROM Lippincott Workstation #12. Current issue + 10 years of selected historical financials. Spreadsheet format.
  • MICROTEXT (1969 to November 2003) Filed alphabetically in Lippincott microfiche and microfilm file cabinets.

WEB-BASED VERSION

Value Line Research Center

Get an industry report (e.g. Recreation industry).

  1. Click: Log On
  2. Click: Research Center
  3. Click: Plus Edition.
  4. In left frame, click: Look Up Industry

    Example:






  5. Scroll down list to RECREATION.
  6. Now you have a choice. Do you want:
    • the Industry Commentary? Click on the PDF icon
    • A list of Recreation companies with links to their reports? Click on Recreation

Get a company report (e.g. Harley-Davidson)

  1. Click: Log On
  2. Click: Research Center
  3. Click: Plus Edition.
  4. In left frame, click: Look Up Company
  5. Type harley-davidson

    Example:






  6. Now you have a choice. Do you want:
    • the Company Profile? Click on the HTML icon.
    • the condensed 1- page company report? Click on the PDF icon
    • Latest reports of all the Value Line companies in this industry? Click the industry name

The Company Profile contains:

  • Snapshot: Current price, beta, P/E, VL ratings and rankings, historical and projected returns
  • Company Performance Chart: Annual, 6 years
  • Company Commentary
  • Income Statement: 3 years + projections. Quarterly sales, EPS
  • Dividends, Ratios
  • Insider and Institutional Decisions (Buy-Sell)
  • Historical ratios (3 years + projections)
  • Industry Commentary
  • Industry Peers
  • Fund Owners
  • Social Responsibility
  • Edgar Filings
  • Insider table
  • Options

Get Additional Information on Companies

  1. Click: Investment Survey or Small/Mid-Cap edition or Plus edition.
  2. Click: Survey Issues. View current and previous 12 issues.
    • Rank Changes: (1=highest; 5=lowest)
    • Supplementary Reports: Late-breaking company news.
    • Stock Screening: (Also use this feature to retrieve company data not found in Company Profile)
    • Custom Report: with a selection of variables. (See also "Create a Report" below for more variables selection.)

Create a Report:

Use Stock Screening to create a report with user-selected data items for selected companies, or all companies in selected industries:

  1. Select Research Center
  2. Select Plus edition
  3. Select Stock Screening
  4. Select an industry using drop-down menu, or enter company names or ticker symbols.
  5. Choose preferred screening criterion in Value Line Ranks, Value Line Preset Screens, and/or Additional Stock Information menus
  6. Click: Search (lower left) to display result table
  7. Print / Save / Email:
    • Save: Choose Print Friendly (PDF) or Export (CSV).
    • Email: First Save, then send as an attachment.

CD-ROM

Value Line CD-ROM

  1. First, select: Summary & Index-> Value Line Screens->
  2. Check: Display
  3. Select a company name from the Browse list
  4. To see current financial data, double-click a company name
  5. In the top tool bar, you can select from several display options:
    • General
    • Balance Sheet
    • Historical (10 yrs.)
    • Earnings
    • Commentary
    • Supplement (Stock split or earnings news)

To screen for companies, click: the Funnel icon in the toolbar. To start over or exit any of the display modes above, click: Full Database.

MICROTEXT

Value Line Microtext    1969 -- November 2003

Issues from 1969 to 1979 are available on microfilm; 1980 to November 2003 are available on microfiche. All are located in the Microtext area in Lippincott Library.

The Value Line Survey has 13 quarterly editions, with each company and industry being updated quarterly. Reports repeat in the same edition each quarter. The Library subscribes to Value Line's Standard and Small/Mid- Cap Editions. On microfiche, the Standard Edition has a green header, and the Small/Mid-Cap Edition has a red header.

To find the edition with your industry or company report:

  1. Examine the Summary & Index (Part I) Section of any fiche sheet of desired year
  2. Find the page number of desired industry or company (the company page number appears just to the left of the company name)
  3. Use the table below to find which edition contains the desired page number. Note the edition number for future reference
  4. Insert the fiche sheet containing the desired edition and go to the indicated page. Remember, there are four quarterly issues of each edition in any given year.

Edition/Page Guide for Standard Edition:

Ed. 1 / pp.100-242 Ed. 4 / pp.550-692 Ed. 7 / pp.1000-1142 Ed. 10 / pp.1450-1592
Ed. 2 / pp.250-392 Ed. 5 / pp.700-842 Ed. 8 / pp.1150-1292 Ed. 11 / pp.1600-1742
Ed. 3 / pp.400-542 Ed. 6 / pp.850-992 Ed. 9 / pp.1300-1442 Ed. 12 / pp.1750-1908
      Ed. 13 / pp.2000-2142

EXAMPLE:

  • AT&T in 1992 is on page 752
  • Page 751 is in Edition 5
  • Reports for AT&T will always be in Edition 5
  • The AT&T report will always be on or close to page 751

Edition/Page Guide for Small/Mid-Cap Edition:

Ed. 1 / pp.3001-3140 Ed. 4 / pp.3601-3739 Ed. 7 / pp.4201-4339 Ed. 10 / pp.4801-4939
Ed. 2 / pp.3201-3339 Ed. 5 / pp.3801-3939 Ed. 8 / pp.4401-4539 Ed. 11 / pp.5001-5139
Ed. 3 / pp.3401-3539 Ed. 6 / pp.4000-4141 Ed. 9 / pp.4601-4739 Ed. 12 / pp.5201-5339
      Ed. 13 / pp.5400-5541

Looking only for betas? Go directly to the Summary & Index where all company betas are listed.
No need to go to individual reports.

For general assistance with all versions of Value Line Research Center, please come to the Lippincott Library Reference Desk, call us at (215) 898-5924, or email: lippinco@wharton.upenn.edu

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