John H. Davis & Co., Monthly Investment Circular, No. 14 (April 1888), copy in NP, LRR, PV, 137.H.5.3 (B).

for Southern Pacific, J. Gates, for CPH to W. Porter, Dec. 14, 1882, CPH Papers, vol. 79, ser. 2, r. 13, CPH to C. Crocker, April 5, 1883, CPH Papers, vol. 30, ser. 2, r. 6.

George W. Bishop Jr., "Who Was the First American Financial Analyst?" Financial Analysts Journal 20 (March-April 1964): 26-28.