In keeping with New Year resolutions on dieting and working out, who might be the fittest CEO with a $1,500 annual fitness club membership perk? A. Carl M Nurse – SiteWorks Building & Development Co., B. Robert Falcone – Nautilus, Inc., or C. Linda McMahon – World Wrestling Entertainment, Inc.? And how can you find the answer? 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 »
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 »
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 »
Footnotes take eye-straining hours to read and to decipher, but the footnotes are rich with critical information. It’s where companies can bury or downplay bad news, dubious assumptions, executive perks, and pending disasters.Now, I•Metrix subscribers can read footnotes instantly and thoroughly. Read the rest of this entry »
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