value line pro brochures complete
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For over 80 years, Value Line has been a top providero independent investment-related inormation with
a reputation or high quality, cost eective research,
and data. We deliver to our clients timely, accurate,
and unbiased inormation in a ormat that integrates
undamental equity research with quantitative
disciplines. Our ocus on operating numbers and the
quantitative expertise o our analysts can save hours
o work in identiying and examining interesting
stock, mutual und, option, convertible, and special
situation investing opportunities.
Data, News, and Analysis: Our DNA
The Value Line Institutional Surveyopens a vault o investment research, data, expert analysis, and
commentary with a time proven, easy-to-use stock ranking system:
Data: Spanning thousands o U.S. companies, mutual unds and other securities, industry sectors, indices,
and economic variables, Value Line Data includes everything rom ull balance sheet data and income
statement data to capital and equity structure everything you need to avoid the mistakes o the past,
make sound decisions today, and proft in the uture.
News:When warranted by market events such as mergers and acquisitions and new company profles,reports analyzing current news are posted online and delivered through our print products and services.
Analysis:Value Lines independent proessional sta o over 70 researchers, security analysts, economists,
and statisticians are dedicated to the principles o objectivity, thoroughness, and accuracy. This unparalleled
assemblage o intellectual capitalone o the largest in the world is truly Value Lines core asset.
Value Line Institutional ServicesPowerful Thinking for the Global Finance Industry
I have yet to see a better way including fooling around on the internet or anything
that gives me the information as quickly And I dont know any system thats as good.
- Warren Buffett
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See the full picture: Past, Present, Future
Value Line Institutional products and services paint detailed
pictures o the most signifcant movements and market trends
in the fnance industry. They look towards the past by providing
detailed historical data, the present by presenting the most up-
to-date and in-depth inormation, and the uture by applying our
expert analysis to orecast upcoming challenges and opportunities
essentially, painting the whole picture or investors.
See How You Fit in the Picture
As a Value Line Institutional client, your insight into the market becomes even sharper as access to new
tools, knowledge, and data transorms the amiliar running ticker into a high defnition view o stock
movements. As a successul institutional investor, youll appreciate not just the what and the how
presented in the Institutional Survey, but also the why.
Products and Services The Value Line Institutional Survey
Covering 3,500 stocks, across 100 industries, representing 95% o the daily US trading volume
The Value Line Research Center
Our premium service, providing online access to Value Lines leading publications covering stocks,mutual unds, options, and convertible securities, as well as special situation stocks
The Value Line ETF Survey
Data, tools, analysis, and education on all ETFs listed in the United States and Japan
The Value Line Institutional Investment Analyzer
Sit through a virtual warehouse o data and search, manipulate, and export only what is meaningul toyou, including Value Lines Ratings Reports, one o the most respected resources in the fnance industry
The Value Line Historical Archives
An archived database holding every report issued on the companies we cover dating back to 1997
Value Line DataFiles
Data includes stocks, ETFs, mutual unds, and convertibles
For more information or to request a demonstration,
please call 1-800-531-1425 or e-mail [email protected]
2011 Value Line, Inc. All Rights Reserved. Value Line, the Value Line logo, The Most Trusted Name in Investment Research, Timeliness, and Saety are trademarks or registeredtrademarks o Value Line, Inc. and/or its afliates in the United States and other countries. All other trademarks are the property o their respective owners.
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I think the Value Line charts are a human triumph. Its hard for me to imagine a job being
done any better. An immense amount of information is given in a very usable form. If I wererunning a business school, we would be teaching from Value Line charts.
- Charlie Munger, Warren Buffetts partner, at the Berkshire Hathaway annual meeting
As Value Line enters its 80th year, we take
pride in knowing that our eorts have
helped thousands o Institutional Investors
successully navigate the stock market
through bull and bear markets.
Clients single out Value Line research
as independent and authoritative in a
word, the bedrock o investing. Institutionslook to The Value Line Institutional Survey
as the epitome o these standards, basing
major strategic decisions on its steadast
guidance and market insight.
The Value Line Institutional SurveyCovering3,500stocks.
Across100industries.
Representing95%of the daily US trading volume.
Backed by80 Yearsof Powerful Thinking.
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Broad Coverage, Laser Focus:The Value Line Advantage
The Value Line Institutional Surveyopens a
vault o investment research, data, expert
analysis, and commentary with a time
proven, easy-to-use stock ranking system:
PutValueLinetoworkforyou: Value Line
is the leading authoritative investment
inormation resource that supplies
proessionals with volumes o essential data,
sophisticated analytical tools, proprietary
orecasts, and expert guidance all within
one platorm. See the ever expanding
world o opportunities through Value
Lines wide-angle lens, monitoring over 3,500 large-, mid- and small-cap companies with market valuesrom less than $1 billion to well over $5 billion.
Minimizerisk,increasegainsthroughsmallandmid-capinvestments:Oten not covered by mainstream
analysts, small and mid-cap companies shares are thinly traded and not widely held, making their prices
more sensitive to internal setbacks, as well as to external competitive, economic, or political shocks. While
reliable inormation can be hard to nd, the knowledge held in Value Lines Institutional Survey creates a
shield o data and analysis that allows you to battle against risks and open doors to substantial gains.
Investmentknowledgeinhighdenition:As a Value Line client, your insight into the market becomes
even sharper, as access to new tools, knowledge, and data transorms the world o investing that you know
into high denition. As a successul institutional investor, youll appreciate not just the what and the
how presented in the Institutional Survey, but also the why.
Thedifferencebetweenaverageperformanceandexceptionalperformance:Maximize returns with
Value Lines data and analysis. Be the most well-inormed investor. Boost portolio perormance.
ANDyou will have unprecedented access to:
BottomLine:ValueLinehelpsyoumakemoney.
A 10-15 year graph o monthly price ranges
Cash fow
Relative price strength
3-5 year target price
Tables showing assets and liabilities
Growth ratesQuarterly sales
Quarterly earnings
Dividends
Projected price appreciation
Inormation on the companys Financial Strength
The stocks Price Stability
Price Growth Persistence
Earnings Predictabilityand more...
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WhatWeDeliver52WeeksaYear
Published weekly with daily updates online, The Value Line Institutional Surveyconsists o our major
components, spanning large companies to small and mid-cap, allowing our clients to see the ull
spectrum o opportunities, as well as those that should be avoided:
RatingsandReports:Having no investment banking or customer brokerage operations, Value Linedoes not benet rom any trades a client may make. This means completely unbiased insight. Full
page industry and company reports include the most accurate ranks, dependable nancial data, and
proprietary analysis. Get a quick overview o all the companies we cover and then ocus in on those o
greatest interest to you and your company.
SummaryandIndex:This section lists all covered stocks with recent price, Value Line ranks, and other
Key Perormance Indicators. The pages are statistically driven, containing numerous ratings to help
subscribers dig down beneath the reported numbers.
SelectionandOpinion:This iswhere you will nd Value Lines
opinion about the state o the
economy, the outlook or the stock
market, and our current investment
strategy. Youll also nd analysis o
relevant industries, stock highlights
on one or two companies that are
avorably ranked or TimelinessTM
or long-term appreciation potential,
and our well-regarded portolios
that make investing the Value Line
way very easy.
CompletethePicturewith
Market-DrivenSupplements:
When warranted by market events
such as mergers and acquisitions
and new company proles,
supplementary reports analyzing a
companys news are posted online
almost immediately.
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OnlineToolstoMaximizePortfolioPerformance
Through online access, you
now have all the tools you
need to stay ahead o your
competitors on our secure
proprietary website.
FREE with your subscription:
UnlimitedAccesstoReal-
Time,Subscriber-Only
Content: You will have
password-protected accessto each weeks issue with the
latest inormation including
Timeliness ranks, posted at
8:00 A.M. EST each Monday
that the New York Stock
Exchange is open.
InformationWhenYouWantIt,WhereYouWantIt:Access the data and analysis you need to make
inormed decisions 24/7, updated weekly.
SliceandDiceData:Value Line tools help you sit through a warehouse o data, search one o almost
250 data elds, and export what is meaningul to you in a ormat that can easily integrate with your
resources as a whole. Generate custom reports to zoom in on what matters to you most at that moment.
Since our ounding during the Great Depression, Value Line has been committed to our clients success.
With online access, discover the key analytics that will put you on top too.
For more information or to request a demonstration,
please call 1-800-531-1425 or e-mail [email protected]
2011 Value Line, Inc. All Rights Reserved. Value Line, the Value Line logo, The Most Trusted Name in Investment Research, Timeliness, and Saety are trademarks or registeredtrademarks o Value Line, Inc. and/or its afliates in the United States and other countries. All other trademarks are the property o their respective owners.
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The Value Line Research Centeris a complete, online research
destination that comprises all the fnancial inormation
and analytical tools needed to expand your range o
investment vehicles and structure a dynamic proessional
portolio all backed by Value Lines world-class
resources, decades o unquestioned authority, unbiased
fnancial data reporting, astute analysis, and proven
securities ranking systems.
Smarter, Faster Access to Powerful Thinking =Smarter, Faster Decision Making
The Value Line Research Centerincludes in a single, cost-eective package research across multiple
asset classes.
TheValueLineMutualFundSurvey: Reports and ranks on more than 18,000 mutual unds.
TheValueLineSpecialSituationsService: Oers more aggressive managers and individual investors
recommendations on emerging growth stocks with exceptional long-term capital gains potential.
TheValueLineDailyOptionsSurvey: Daily evaluations and ranks on about 200,000 options, 80,000
longer-term options (LEAPS), and more.
TheValueLineConvertiblesSurvey:
Provides analysis o over 600 convertible
issues, nearly 120 warrants, and more in a
timely, easy-to-use ormat.
The Value Line Research Centeralso includes
historical fnancial data on nearly 4,000
additional stocks, bringing total coverage
to approximately 8,000 companies.
The Value Line Research CenterYour Gateway to a Powerful Digital Investment Library
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DynamicOnlineCapabilities
Value Lines intuitively designed user interace has the built-in speed, convenience, accuracy and
unctionality that can transorm an average institutional investor into an extremely proftable one:
Access,store,manageandmanipulatelargevolumesofcriticaldataquicklyandeasily,thusformulating
well-ounded investment strategies and buy/sell decisions.
Respondimmediatelytochangesinstockperformanceandindustryoutlooks.
Specifyyourownquantitativevariablestosetupcustomizedstockscreensandcomparecompanies,
unds, and other securities.
Createcustomizedgraphsonhundredsofvariables,andtrackmultipleportfolios,withalerts.
Getfreestockquotes,companynews,andanalystsSupplementaryReportsinrealtime.
In the crowded world o investment inormation, research, and analysis, Value Line oers an incomparable
range o content, potent unctionality, and the record o success that our institutional clients have
achieved over the years. The Value Line Research Centeris ready to provide you with a solid, broad-basedoundation or expanding your portolio and increasing revenue.
For more information or to request a demonstration,
please call 1-800-531-1425 or e-mail [email protected]
2011 Value Line, Inc. All Rights Reserved. Value Line, the Value Line logo, The Most Trusted Name in Investment Research, Timeliness, and Saety are trademarks or registeredtrademarks o Value Line, Inc. and/or its afliates in the United States and other countries. All other trademarks are the property o their respective owners.
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Since 1931, Value Line has been a leading
provider o unbiased and independent
research, helping investors with data, tools,
news, and analysis. Backed by a team o
experienced nancial and industry analysts,
Value Line delivers reliable inormation
to help money managers and individual
investors make better investment decisions.
The Value Line ETF Surveyis exclusively
designed or proessional clients seeking in-
depth research o Exchange Traded Funds
(ETFs). The ETF Survey is a comprehensive
online resource oering data, tools, analysis,
and education on all ETFs listed in the
United States and Japan. Provided in the
ETF Survey is Value Lines proprietary
Ranking System which quantitatively
evaluates and ranks each ETF based on
actual and known data. As the number o
ETFs available continues to grow and the
complexity o these unds increases, the
Value Line ETF Surveywill allow you to easily
navigate toward the unds that best match
your investment needs.
The Value Line ETF SurveyFinancial Analysis Exclusively Designed for Professional Investors
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Key features include:
User-friendlyscreeningon a wide range o categories including Asset Class,
Geography o holdings, Sector, Investment Philosophy, Primary Exchange and
more.
Investmentmetrics to evaluate perormance.
Globalheatmaps to quickly locate holdings in specic regions and countries.
Weeklyupdates on newly launched ETFs.
Intelligent,Intuitive,Inclusive
On a daily basis, Value Line maintains a complete database o every US-listed
ETF, as well as every component and component weight back to inception.
The data includes all rebalancing, cash components, excluded assets, and
distributions automatically adjusted or on a daily basis, together with the Total
Return o the ETF and the Total Return o the corresponding underlying
index on a daily basis. ETFs are added and corresponding data made available
usually by the rst day o trading.
The ETF Survey provides thematic perormance, und fow, and asset
allocation data tracking components o most US-listed ETPs. With nearly one
trillion in total assets, the data delivers a complete picture o institutional
investor fows and passive und manager allocations driving global markets.
The ETF database includes 5,041 Indexes covering every asset-class, sector, and
industry in 32 countries.
All ETFs are classied by investment objective. The primary categories are:
Geography: US, Global, International, Regional, Country specic, Emerging
Markets
Asset Class: Equity, Fixed Income, Commodity, Currency, Real Estate, Multi-
asset, Hybrid
InvestmentPhilosophy: Passive index, Enhanced index, Actively managed,
Socially responsible
IndexComposition: Traditional, Fundamental, Alternative
Leveraged/Inverse: No Leverage, Leveraged, Inverse, Inverse Leveraged
For more information or to request a demonstration,
please call 1-800-531-1425 or e-mail [email protected]
The ETF Survey derives
the ollowing data or every
Exchange Traded Product:
Bid/AskSpread
TrackingError
Efciency
MarketImpact
ConcentrationRisk
CapitalGainsDistributions
ShortInterest
Premium/Discount
RiskAdjustedPerformance
AnnualizedReturn
StandardDeviation
Momentum
InterestRateRisk
YieldToMaturity
EarningsYield
DividendYield
FundExposureby:Sector,
Industry,Style,Capitalization,
Region,Country,Currency,Hard
Asset,CreditGrade,Maturity
AverageWeightedDuration,
CouponandMaturity
LiquiditymetricsbyETFand
exchange
Short&Long-termmoving
averagesforperformanceand
und fows
PassiveandTacticalAsset
Allocationmodels
Correlation&Attribution
Analysis,andmore...
2011 Value Line, Inc. All Rights Reserved. Value Line, the Value Line logo, The Most Trusted Name in Investment Research, Timeliness, and Saety are trademarks or registeredtrademarks o Value Line, Inc. and/or its afliates in the United States and other countries. All other trademarks are the property o their respective owners.
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For 80 years, Value Line has expertly surveyed the markets or stocks on the verge o major proftability
and those that investors should avoid. Whether todays market continues its volatility or begins to stabilize,
what you need is a more reliable and time-tested service or maximizing profts and controlling risks.
The Value Line Investment Analyzer: Your Virtual Partner The Value Line Investment Analyzeris a powerul sotware service that delivers outstanding proessional stock
analysis, eaturing Value Lines proven TimelinessTM Ranking System. Acting as your virtual partner,
The Value Line Investment Analyzerallows you to harness Value Lines sophisticated research to quickly
and easily acquire the inormation needed or better, and more proftable investing.
With over 250 data felds or each stock and a portolio management module that lets you create and
track your stock portolios, The Value Line Investment Analyzerdelivers the fnancial data you want and
the resources you need to use it advanced screening, sorting, graphing, and reporting on individual
common stocks, industry groups, or portolios in one easy-to-use service.
The Value Line Investment Analyzer250 data felds, on 1,700 major stocks,representing nearly 100 industries at your fngertips
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Your Analyzer at Work: Tools to Maximize Portfolio Performance
Unlimited Access to Up-to-Date, Subscriber-Only Content
A subscription to The Value Line Investment Analyzersets you apart rom your competition with access to:
Value Lines time-tested ull-page reports and analyst commentaries.
Timeliness, Technical, and SaetyTM
ranks on approximately 1,700 stocks. Stock quotes and news updated throughout the day.
Slice and Dice Data
Value Line online tools help you sit through a virtual warehouse o data, in a ormat that can easily
integrate with your resources as a whole. The tool gives you the power to:
Screen more than 250 data felds, on approximately 1,700 major stocks, representing nearly 100 industries
Monitor an additional 1,800 Small- and Mid-Cap stocks
Use more than 200 graph options, technical charts, and comparison graphs with up to 10 years o history
Manipulate over 40 dierent technical indicators and 20 line studies in chart orm, including up to fve
years price history
Transaction-based portolio tracking and real-time pricing updates
Information When You Want It, Where You Want It
Through The Value Line Investment Analyzer, you can access the incomparable resource, The Value Line
Institutional Survey, which includes at its core three major components all powered by the critical tools
that you need to take control o your portolio.
RatingsandReports:Completely unbiased, ull page industry and company reports include the most
accurate ranks, fnancial data, and proprietary analysis in the industry. Get a quick overview o all the
companies Value Line covers and the ability to ocus on those o greatest interest to you and your company.
SummaryandIndex:This 40 page report lists all covered stocks with recent stock prices, Value Line
ranks, and other Key Perormance Indicators. These pages are statistically driven, containing years o
historical data.
SelectionandOpinion:Your weekly newsletter where you will fnd Value Lines opinion about the
state o the economy, the outlook or the stock market, and our current investment strategy as a whole.
Generate custom reports to zoom in on what matters to you most at that moment.
The Value Line Investment Analyzeris the authoritative investment data resource, spanning large companies tosmall and mid-cap, allowing you to see the ull spectrum o opportunities, which you should steer clear o,
and prime prospects that can make your portolio exceed expectations and earn you exceptional rewards.
For more information or to request a demonstration,
please call 1-800-531-1425 or e-mail [email protected]
2011 Value Line, Inc. All Rights Reserved. Value Line, the Value Line logo, The Most Trusted Name in Investment Research, Timeliness, and Saety are trademarks or registeredtrademarks o Value Line, Inc. and/or its afliates in the United States and other countries. All other trademarks are the property o their respective owners.
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As Value Line enters its 80th year in business, we take pride in knowing that our eorts have helped
thousands o Institutional investors successully navigate the stock market through bull and bear markets.
Clients single out Value Line research as independent and authoritative in a word, the bedrock o
investing. Institutions look to the Value Line Institutional Surveyas the epitome o these standards, basing
major strategic decisions on its steadast guidance and market insight.
Value Line Historical Archives: See the full pictureA valuable tool or institutional investors, academic users, and library patrons interested in growing a
proftable portolio, this service provides access to Value Line publications starting rom January 1997.
With an easy to use search capability, the Historical Report search can help you access previous Selection
& Opinion commentaries and both past and current Summary & Index reports by symbol or issue date.
Access Comprehensive Historical Data
See how a company has been doing over a long time rame
Discover trends that will guide your companys investment
strategy
See the market through a wide angle lens, helping you dig
down urther beneath the reported numbers
Closely track the state o the economy against market
orces at the time
Available as an additional feature to any online subscription
For more information or to request ademonstration, please call 1-800-531-1425
or e-mail [email protected]
Value Line Historical Archives
2011 Value Line, Inc. All Rights Reserved. Value Line, the Value Line logo, The Most Trusted Name in Investment Research, Timeliness,and Saety are trademarks or registered trademarks o Value Line, Inc. and/or its afliates in the United States and other countries. All other
trademarks are the property o their respective owners.
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Dating back to 1955, Value Line DataFileoers institutional users the ultimate in comprehensive historical
undamental data, spanning companies in nearly 100 industries. Updated weekly, Value Line DataFileconsists
o more than 450 data felds, covering approximately 7,000 active companies traded in North America,
including those in key benchmark indices such as the S&P 500, Russell 3000, and the Toronto 300.
Covering the Spectrum: How Our Subscribers Beneft
Value Line DataFileincludes everything rom ull balance sheet data and income statement data to capitaland equity structure everything you need to avoid the mistakes o the past, make sound decisions today,
and proft in the uture. Our subscribers choose us because Value Line:
NeverRewritesthePast Historical data is as reported, not restated, so that you can test models and
validate theories reliably.
GivesYouEveryToolYouNeedinthePresent... Create highly customized analyses, integrating your data
with Value Line historical data. Incorporate results into your own proprietary model or spreadsheet
package.
HelpsYouProjecttheFuture... Institutional users now have access to proprietary estimates and ranks
on approximately 3,500 stocks, as well as aggregate inormation on nearly 100 industries the same
group covered by the incomparable Value Line Institutional Survey. The fle contains year-ahead estimates
and 3- to 5-year projections o company fnancial perormance and stock price perormance, developed
by Value Lines team o highly regarded independent analysts. The time-tested Value Line ranks
TimelinessTM, Technical, and SaetyTM are included, as are perormance ranks on approximately 5,000
additional stocks.
Through the Value Line Mutual Fund DataFile, these benefts extend beyond major stocks to leading
North American mutual unds. With historical intelligence going back more than 20 years, This DataFile
delivers 200 data felds on more than 20,000 o the most popular North American equity and bond unds.
Access monthly pricing inormation, weekly perormance data, sector weights, holdings data, per share
data, and more.
Value Line DataFile Products450 Data Fields, 7,000 Companies, 100 Industries Unrivaled Access
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GrowYourClientBasewithValueLineDataFiles
Since our ounding during the Great
Depression, Value Line has been
committed to increasing clients
revenue in both good times and bad.
Value Line DataFile, the oundation o this
proftable success, has been proven to:
Instillcondenceinnewclientsusing
Value Lines proven reputation or
unbiased research and insightul
analysis.
Keepyouaheadofthecompetition.
Helpyouexplorenewstrategieswith
confdence.
Ultimately,raiseyourportfoliovalue.
For more information or to request a demonstration,
please call 1-800-531-1425 or e-mail [email protected]
2011 Value Line, Inc. All Rights Reserved. Value Line, the Value Line logo, The Most Trusted Name in Investment Research, Timeliness, and Saety are trademarks or registeredtrademarks o Value Line, Inc. and/or its afliates in the United States and other countries. All other trademarks are the property o their respective owners.