Information To Conduct a Financial Analysis of A Firm AC611 - Keating 1) General Background: To start develop a general sense of the firm and its operations by: (1) visiting the corporate website, and (2) reviewing publicly available summary information. My favorite is Yahoo Finance ( http://finance.yahoo.com/ ). You can type in the firm name under Get Quotes in the top left corner, and it will take you to a set of useful summary pages on the firm. I particularly like the information on the industry and competitors. Beware the Financials section accessed at the bottom left of the first page is created through an automated process and may contain significant errors. 2) Annual Report : The annual report is a document released by companies at the end of their fiscal year. It generally contains pictures of facilities, branch offices, employees, and key products, including some under development. It is generally introduced with a letter from the CEO to the shareholders discusses recent performance and dividends and sets expectations
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audited financial statements, U.S. Securities and Exchange Commission, Form 10-K, investor relations section