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Other resources for fundamental financial information

  • Financial Reports
  • Fundamental Analysis

Overview

In this course you’ll learn about the financial information that publicly traded companies make available and how to sort through it. Thorough study of this information can help you focus on pieces of data that could help you reach your investment goals.

Objectives

When you complete this course, you will:

  • Know where to locate valuable financial information that is available to the public
  • Be able to sort through the information provided to better assist in managing your portfolio
Course Outline
Title Type Highlight
1. Cast your net widely for fundamentals Video
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Look beyond common company reports to build a more thorough picture of investment potential.  There are many other filings that most publicly traded companies are required to make that can help an investor decide whether or not to purchase or sell a company’s stock.

Look beyond common company reports to build a more thorough picture of investment potential.  There... More
2. Getting the most out of supplemental company reports Article
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Pay special attention to the Tips for searching EDGAR section to learn how to access free public corporate information.

Pay special attention to the Tips for searching EDGAR section to learn how to access free public... More
3. Introduction to Standard & Poor’s Compustat Article
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Compustat financial intelligence is one dimension of the fundamental insight available in the Fidelity Research Center.

Compustat financial intelligence is one dimension of the fundamental insight available in the... More
4. Mining the wealth of fundamental data Article
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Understanding how a company might compare with its peers, competitors, and investment alternatives can be an important element of decision making when choosing investments.  Each S&P Compustat company report tells you how it stands up when compared to its peers.

Understanding how a company might compare with its peers, competitors, and investment alternatives... More
5. Sources of special insight into fundamentals Article
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The sources discussed in this lesson may give you important information to refine your basic analysis and perhaps give you an edge in developing a more effective investment portfolio.

The sources discussed in this lesson may give you important information to refine your basic... More

Want more?

Deconstructing the assumptions used for reported book values

  • Wealth Management Systems Inc. Financial Communications

Dividend, cash-flow, and earnings discount models

  • Wealth Management Systems Inc. Financial Communications

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

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