… Conference calls have a regular pattern. First the Chief Financial Officer (CFO) presents the just released financial numbers. The numbers form the core of the quarterly and annual reports. They are usually released the day or sometimes mere hours before. Sometimes the financial report release can happen just as the scheduled conference begins.
No matter …
… Top Investor Table of Contents and Site Layout page organizes the White Top Investor lessons by subject.
A
Analysis – the world of infinite facts and opinions
Analysts Reports – experts yes, objective maybe
Annual Reports – facts and management pitch
Averaging Down – a strategy to avoid
B
Basic Investing – single and multiple investing lessons
Basic Numbers – understand …
… rich sources of valuable information
Notes attached to the financial statements are a very rich source of information, clarification and explanation. Also the management discussion and analysis reports many details about the business and current period. When looking to invest these are very valuable parts of the quarterly and annual reports are well worth your …
… Mutual fund annual reports are difficult to read and understand. They make important information obscure and challenging to extract.
It takes much knowledge to analyze mutual fund reports. Doing so also takes the determination of a bulldog to extract a full understanding. Few financial advisors have the ability to take a mutual fund annual report …
… or from someone you do not know? Verify the registration of both the company and the sales representative and only trust audited financial statements or credible research reports. Any intuitive doubts are warning signs; say no and hang up!
Can a stockbroker steal your money?
Broker theft or fraud is rare, but clients can lose …
… means the money that actually gets into the investor’s pocket after all costs. So investors must be aware, the real net returns are not the progressive annual numbers mutual funds have reported. In fact, some mutual fund company reports are close to nonsense. Too often, mutual fund purveyors obscure the real costs and they …
Read More… information?Are gift cards, wire transfers, or cryptocurrency needed?Is the offer unsolicited or from someone you do not know?Verify the registration of both the company and the sales representative and only trust audited financial statements or credible research reports.Any intuitive doubts are warning signs; say no and hang up!
See more …
… your retirement savings.
Excellent financial industry results
The financial industry retirement savings campaigns seem to produce excellent results! Each year their harvest of deposits produces billions more! Reports from a cross-section of financial industry players shows the huge amounts of money gathered.
This approach certainly works to generate billions for the financial industry. At …
… Simple Numbers Track Money, lesson 4
Income statement bottom lines explains the bottom line report telling how much revenue came in during the reporting period. On an annual report that period is a year. But for the quarterly reports the numbers cover the past three months.
Income statement bottom lines explains how investors use income …