Expert Guidance:
Evaluating risk and return
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Evaluating risk and return
1.Evaluating risk and return
2.What's investment risk?
3.Researching investments
Markets and sectors
Looking at fundamentals
Finding company information
Technical analysis
Sizing your portfolio
4. Selling investments
5. Using options
6. Develop your investing savvy
 
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Finding company information

Finding the information you need about individual investments can be time consuming. That's especially true if you're looking at new or small companies rather than the largest or best-known firms. That's one reason that many investors turn to professional advisers for help.

Meet EDGAR

Publicly traded companies are legally required to provide the relevant financial information in an annual report, known as a 10-K, and quarterly reports, or 10-Qs, to the Securities & Exchange Commission (SEC).

While a company typically announces its quarterly earnings before the SEC filing date, the official report it files must include all the supporting footnotes and other potentially revealing details about the company's actual financial situation.

Shareholders also receive annual and interim reports, containing much of the same information, though these reports are sometimes packaged to emphasize the positive. They're available from financial advisers, in public libraries, or online at the company's website.

Finding professional research

You can also get an analyst's version of a company's financial information in reports from independent research companies such as Standard & Poor's or Value Line, and from publications such as Investor's Business Daily, either in libraries or by subscription.

These reports, which many investors consider valuable research tools, compile figures from current and past reports and provide an assessment of companies and their prospects.


 
Thomas J. DorseyThomas J. Dorsey, President and co-founder of Dorsey, Wright & Associates
         
   
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