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Notices
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10 January 2006 Multimedia

How to Read a 10-Q Like an Investment Professional

Sequel to Wal-Mart Analysis Webcast

Jay Taparia, CFA

CFA Institute

This is an archived recording of a live, educational webinar on what journalists can learn from investment professionals about evaluating annual 10-K and quarterly 10-Q filings, which used a case study approach (Wal-Mart) to 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. The presentation slides are available for download in the video player.