10-K Report - filed annually after the end of the 4th quarter, provides the most comprehensive analysis of the company.
10-Q Report - filed three times a year, at end of first three quarters; truncated version of the 10-K; details the company's latest developments and provides a preview of the direction it plans to take
Proxy Statement (DEF-14A) - official notification of matters voted on at annual shareholder's meeting; includes compensation (salary, bonus, stock options) for company management; salaries and bios of board members, corporate committee membership and scope, and more.
20-F - 10-K equivalent for foreign companies trading on a U.S. stock exchange. NOTE: not available on SEC.gov site; look at company site or use database such as Thomson ONE Banker.
10 Important Things to Analyze in a Glossy Annual Report (Business Standard, April 16, 2014)
Many U.S. public companies issue a glossy Annual Report to help their investors understand a company's financial performance, business sectors, and management views. While not an official SEC filing, this document is a nice complement to the more formal 10K; its use of color pictures and graphs/charts tell important stories about the company. The "President/CEO Letter to Shareholders" is an especially insightful document, presenting leadership's perspective on the year's performance.
How to Read a 10K Like Warren Buffet (CNBC.com, January 27, 2014)
Warren Buffett has said he loves to curl up with companies' annual reports. When asked how to get smarter, Buffett once held up stacks of paper and said he "read 500 pages like this every day". Indeed, smart fund managers think of 10-K's as puzzles or treasure hunts and relish the chance to dig through even the microscopic footnotes.
The large Wall Street Investment Banking firms frequently sponsor industry-focused conferences in Manhattan. The presenters and attendees are made up of Wall Street analysts who follow the industry and its companies, and the CEOs and other top management from the industry's public companies.
The transcripts of these presentations are rich and timely sources of insights about industry and public company strategy, challenges, future directions, and more.
Locating Investment Banking Conference Presentation Transcripts
Company Investor Relations Website
Typically only posts most recent 2-3 presentations made by that company.
There is a 20 concurrent user limit.
Abbreviation: djfac
Vendor: Dow Jones & Company
Subjects: Business, Communication, Finance
Type: Newspapers and Newswires
Florida does not require franchises to disclose their franchise documents. There arefour states that do provide the documents:
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