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Bridge over ocean
4 August 2004 Multimedia

Buried Treasure

Finding Information Nuggets in 10-Ks and 10-Qs

  1. Jay Taparia, CFA

CFA Institute—the non-profit association that administers the Chartered Financial Analyst® educational program for investment professionals worldwide—invites journalists to participate in part two of its live, educational Web Forum on what

CFA Institute—the non-profit association that administers the Chartered Financial Analyst® educational program for investment professionals worldwide—invites journalists to participate in part two of its live, educational Web Forum on what journalists can learn from investment professionals about evaluating annual 10-K and quarterly 10-Q filings. The one-hour, interactive session will use a case study approach (McDonald’s Corporation) and cover:

  • Advance preparation for the 10-Q release.
  • Creating “common size” financial statements to spot trends the press release might have ignored.
  • Reviewing the cash flow statement: What does it really say?
  • What are the key questions to ask management based on the 10-Q filing.

Please note that text may be difficult to read in this recording.