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  • 1. FINDING, READING AND ANALYZING COMPANY INFORMATION LIB 230
  • 2. What’s available? • Depends upon the company or organization • Private: Not so much • Non-Profit: Maybe quite a bit • Public: Tons • Why?
  • 3. Publicly Traded Companies • In order to raise capital on a stock exchange must disclose certain aspects of their business to shareholders as well as the general public • Securities law dictates that operations, financial position, risks be disclosed • Publicly traded companies comply by filing a variety of forms with the SEC
  • 4. Securities and Exchange Commission (SEC) Filings • The most common forms are the 10-K, 10-Q, and 8-K • What about that glossy annual report? Not required. Some companies don’t even create them. Let their 10-K do all the talking
  • 5. SEC Filings • 10-K Annual filing • 10-Q Quarterly filing • 8-K Interim filing • Proxy statement • Look boring but they are full of information for investors
  • 6. Reading a 10-K • Item 1 Business • • • • description Item 1A Risk Factors Item 7 Managements Discussion and Analysis (MDA) Item 3 Legal Proceedings Item 7a Quantitative/Qualita tive Risk Disclosure
  • 7. Where do you find this information • SEC cite (Edgar) • Company’s website (investor relations) • Publicly available so not really a library database issue
  • 8. What else is useful? • Sometimes secondary sources can help you understand the 10K • Company Profiles from companies like Datamonitor or Hoover’s summarize relevant information from 10-K’s • Stock reports like Valueline or Standard and Poor’s provide insight into financial performance and strength or weakness of financial position
  • 9. Example: McDonalds • 2012 Annual Report • 2012 10-K • Investor Relations Page • Datamonitor Company Profile • Valueline Report
  • 10. Example: Google • Analyze the 10-K