Session 1 page 6 of 13 the form 10 k item description

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The Form 10-K Item Description Cover Page Lists company name, fiscal year end, state of incorporation, each class of publically traded securities, and other information. Item 1 – Business Identifies principal products and services of the company, principal markets and methods of distribution, and other key attributes and risks of the business. Item 2- Properties Location and character of key properties. Item 3 – Legal Proceedings Brief description of material pending legal proceedings. Item 4 – Submission of Matters to Vote Information relating to the convening of a meeting of shareholders, whether annual or special, and the matters voted upon. Item 5 – Market for Common Stock Principal market in which commons stock is traded: high and low quarterly stock prices for the last two years; number of stockholders; dividends paid during the last two years; future dividend plans. Item 6 – Selected Financial Data Five-year summary of selected financial data, including net sales and operating revenue, income from continuing operations, total assets, and long-term obligations. I tem 7 – Management’s Discussion and Analysis Discussion of results of operations, liquidity, capital resources, off-balance-sheet arrangements, and contractual obligations. Discussion should include trends, significant events and uncertainties, causes of material changes, effects of inflation and changing prices, and critical accounting policies. Item 7A – Disclosures about Market Risk Provides qualitative and quantitative disclosures about market risk (e.g., interest rate, exchange rate, and commodity price risk). Requirements apply to financial instruments and commodity instruments. Item 8 – Financial Statements and Supplementary Data Two-year audited balance sheets, three-year audited statements of income, three-year audited statements of cash flows, along with supporting notes and schedules. Item 9 – Changes in and Disagreements with Accountants Description of any changes in and disagreements with independent auditors on any matter of accounting principles or practices, financial statement disclosure, or auditing scope of procedure. Item 9A – Controls and Procedures Opinion of top management and auditors regarding the effectiveness of the company’s internal controls and procedures over financial reporting. Session 1 Page 7 of 13
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Where to find information (cont’d) Other sources of company information Company website, especially press releases Financial press Analyst research reports Session 1 Page 8 of 13
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Macroeconomic data Data on past economic activity: FreeLunch.com Economagic FedStats The White House Economic Statistics Briefing Room US Census Bureau Bureau of Economic Analysis Bureau of Labor Statistics Federal Reserve Economic calendar of events Forecasts of future GDP: The Conference Board Congressional Budget Office International GDP forecasts: US Department of Agriculture Industry data S&P Industry Survey Polson Enterprises Industry Portals Session 1 Page 9 of 13
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  • Spring '10
  • NICHOLS,CRAIG
  • Balance Sheet, SEC FILING, Strategy analysis, effective financial analysis

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