Where You Can Find Trading Analyst Reports

By Michael Griffis, Lita Epstein

Sometimes you can find these trading research reports at your local library, especially for big outfits like Standard & Poor’s and Value Line. Many analysts sell research in the form of investment newsletter subscriptions. We’ve used several of the following subscription services through the years, with varying degrees of success:

  • Standard & Poor’s: Registration is required, but access is free. You cannot access the full reports and recommendations on this site, but the BusinessWeek magazine website offers several complete S&P reports, stock screens, and industry reports at no charge.

  • Value Line: The Value Line Investment Survey has been around for a long time. It profiles many of the major corporations and provides a variety of stock screens based on proprietary models. It also offers opinions on current economic and market climates. Some reports and updates are available on the site at no charge, but a subscription is required to access the complete site.

  • Briefing.com: This site has free and subscription components. Advanced features include access to analysts’ upgrades and downgrades as they’re released, access to updated earnings guidance, an IPO calendar, notification of changes in stock indexes, and quite a bit more.

  • Morningstar: Morningstar probably is best known for its analysis of mutual funds, but it also provides extensive stock analysis, editorial commentary, a stock-screening tool, and a thorough snapshot tool that shows financial performance, fund ownership, and recent fund transactions. A subscription is required to access premium content.