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Investopedia’s Term of the Day recently reminded us of a seasonal malady, “affluenza”, a social condition arising from the desire to be more wealthy, successful, or to “keep up with the Joneses.” Read the rest of this entry »

Here are four, short “must read” reports that can improve both your social and professional skills. Our recommended reading will help you in a variety of ways, to 1) start lively, memorable conversations, 2) talk to the CEO about how XBRL will affect everyone’s role 3) prevent the IT department from taking over, and 4) stay in-the-know with the year’s best ideas in accounting. Read the rest of this entry »

Valuation and transparency are difficult issues for investors in hedge funds. Nearly one-quarter of assets under management are in “hard to value” strategies, such as illiquid or complex assets, and hedge funds do not have to file reports on their financial performance to the SEC. In an industry effort to set its own standards, the International Organization of Securities Commissions (IOSCO) has released nine Principles for the Valuation of Hedge Fund Portfolios.

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In 2007, the movie Shrek The Third, produced by DreamWorks Animation, generated over $300 million at the box office.  DreamWorks’ CEO Jeffrey Katzenberg generated how much in base salary? A. $1.00, B. $100,000, or C. $10,000,000? And how can you find the answer on your own? Read the rest of this entry »

How did sophisticated analysts miss the degree of risky CDOs and MBS obligations held by Citigroup, Merrill Lynch and others? The news media is swarming over reports of historic losses, CEO oustings, and the “surprise” discovery by top management of the extent of their companies’ risky investments in collateralized debt obligations and mortgage-backed securities. Why is all this a surprise? Part of the answer is in the way companies disclose their holdings and how to read the footnotes! Read the rest of this entry »

For any company hesitating to adopt XBRL (eXtensible Business Reporting Language) because of the potential costs, learning curve, and resource requirements, we recommend reading the firsthand account of John Stantial, UTC’s Director of Financial Reporting. Read the rest of this entry »

If you want to see where “big money” is flowing, then watch for the 13F data due this month. The SEC mandates any investment firm that manages more than $100 million to say what they own and how much they own at the end of each quarter. The 13F disclosures from institutional investors, mutual and pension fund companies, and influential stock holders are rich with information. HOWEVER, it’s still really difficult for individual investors to get an inside view. Here’s what you will and won’t get from November’s disclosures, and how many EDGAR Pro and I•Metrix users mine the information in Institutional Investor Data Feeds. Read the rest of this entry »

Third quarter reports are due in November. Quarterly reports generally update the full information disclosed in the Annual Report. They show unaudited financial results and note any significant changes or events during the quarter. 10-Qs typically contain an updated SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats), and a discussion of how money is being used. What’s in plain sight, and what’s not in a 10-Q? Read the rest of this entry »

We’ve added a new level of service for subscribers who need more analytical power than EDGAR Pro but who don’t require the comprehensive features of I•Metrix Professional. The new web-based tool is simply called I•Metrix and delivers I•Metrix Professional’s most popular features, including interactive data, in a cost-effective solution designed for online financial analysis and company research. Read the rest of this entry »

Our latest white paper is for investors and analysts interested in the skyrocketing China stock market and in knowing more about China’s public companies. It explains how to invest in China, directly and indirectly; the types of stocks available and where to buy them; and the differences between China and U.S. business reports. Read the rest of this entry »