Where to Find

Information On a

CompanyCompany

Company Website

Information Websites

Wall Street Journal

Value Line Investment Survey

� Good sources for information about a company

include:

1) Company Website

2) Information Websites

3) Wall Street Journal

Where to find information about a company:

3) Wall Street Journal

4) Value Line Investment Survey

COMPANY

WEBSITE

� On a company’s main website, look for a link that

reads “Investor relations.” This will take you to the

financial statements.

Company Website

� At the company site you will have access to:• Annual Report – This usually highlights the company’s past

accomplishments, history, management team, business strategy, financial statements.

• Current Stock Price (usually in real time)

• 10-K Report – A report submitted to the SEC (Securities Exchange Commission) on an annual basis. This report is much more detailed than the annual report and usually

Company Website

much more detailed than the annual report and usually includes company history, organizational structure, business operations, business holdings, financial statements, subsidiaries, etc.

• 10-Q Report – A report submitted to the SEC on a quarterly basis. This contains pretty much the same information that is in the 10K.

• 8-K Report – A report of any unscheduled events or company changes that could affect shareholders.

� Some companies may have an independent site

dedicated to investor relations, so do not get

alarmed when you don’t see an “investor relations”

link on the company’s main site.

Note:

� The company site will also give you the ticker symbol

for the company. This is an arrangement of letters

representing a company that is publicly traded on

the stock market. Every company has a unique ticker

symbol, which is used to facilitate trades in the stock

market. Some examples include:

Ticker Symbol

market. Some examples include:

• Starbucks is SBUX

• Walgreens is WAG

• Wal-mart is WMT

INFORMATION

WEBSITES

� There are several websites where you can find

financial information and the latest news about

companies. Some of the top search engines have

sections dedicated to financial markets. Just look for

any link that reads money or finance. Here are some

information websites that you can use for your

Information Websites

information websites that you can use for your

research of a company:

• http://finance.yahoo.com/

• http://moneycentral . m s n .com/home.asp

• www.h o overs.com

• http://www.cnbc.com/

WALL STREET

JOURNAL

� The Wall Street Journal is by far the most popular

newspaper for investors. It contains the latest news

on all companies, private or public. This is a great

resource to find companies in which to invest.

Wall Street Journal

VALUE LINE

INVESTMENT

SURVEY

� Value Line Investment Survey is a great source for

information about companies, however it is rather

expensive. This reference breaks down companies by

industry, and provides the EPS history, industry rank,

financial ratios and more.

Value Line Investment Survey

� There are several ways to find information on a

particular company. Firstly, you can visit the company

website. In addition to that, you can look at financial

information sites. Thirdly, you can read the Wall

Street Journal to get current market price and the

latest news on companies. Finally, you can find

In Summary:

latest news on companies. Finally, you can find

critical information in the Value Line Investment

Survey.