How to Read a 10-Q Like an Investment Professional: Sequel to Wal-Mart Analysis Webcast 

Multimedia
  1. Poor
  2. Satisfactory
  3. Good
  4. Very Good
  5. Excellent

Average: 5 (1 rating)

Log in to rate this

A CFA Institute Media Education Program
Source: CFA Institute
Jay Taparia, CFA

72 min, audio webcast, recorded on 10 January 2006

Jay Taparia, CFA, currently serves as principal of Sanskar Investments. Additionally, he teaches finance at the University of Illinois, DePaul University, Benedictine University, and Saint Xavier University. Previously, Mr. Taparia served as senior portfolio manager within the Investment Advisory Group at Bank One Investment Management and was a corporate banker for First Chicago Capital Markets. He holds a BA in business administration from Southern Methodist University and an MA in management from the J.L. Kellogg Graduate School of Management at Northwestern University.

This information is accurate as of the date of recording.

Play

Summary

CFA Institute—the non-profit association that administers the Chartered Financial Analyst® educational program for investment professionals worldwide—invites journalists to participate in part two of its live, educational Web Forum on what journalists can learn from investment professionals about evaluating annual 10-K and quarterly 10-Q filings.
The one-hour, interactive session will use a case study approach (Wal-Mart) and cover:
  • Advance preparation for the 10-Q release.
  • Creating “common size” financial statements to spot trends the press release might have ignored.
  • Reviewing the cash flow statement: What does it really say?
  • What are the key questions to ask management based on the 10-Q filing.
Submit your comments and questions to publicawareness@cfainstitute.org.
Topics
Financial Statement Analysis
    :
  • Principal Financial Statements
Price
US$0.00 Member | US$0.00 Candidate | US$0.00 Nonmember
Credits · About the CE Program
0 CE (including 0 SER) Manage CE Credits

People who viewed this page also viewed:

Publications

MarketPsych: How to Manage Fear and Build Your Investor Identity

This practitioner-oriented book takes the subject of behavioral finance from the quaint and theoretical to the powerful and practical. ... More

Webcasts/Podcasts

Alternative Investments Overview

Charles Robinson from HSBC Global Asset Management discusses how alternatives are increasingly being viewed as mainstream, how the UCITS ... More

Webcasts/Podcasts

The Crude Oil Complex

Learn about various types of crude oil products, what cracking a barrel means, why price varies among different products, and how to use ... More

Loading ...