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Bus203: Investments 2021: Investigating Stock/Index Swings

Primary Sources of Information (e.g., Quarterly Reports)

The SEC (Securities and Exchange Commission) requires public companies to disclose meaningful financial and other information to the public, which provides a public source for all investors to use to judge for themselves if a company's securities are a good investment.

Help: what are all these reports?

Market analysis

Factiva

When looking at an interactive chart, you can click anywhere on the chart to get news stories from the two weeks surrounding that date.

If you have a date of a major swing, you can use the Search screen to limit your results to that day and the day after, and use the Company filter below the search box to limit to results particularly about your company. You might also want to use a search term such as analysts or investors in the search box, if it's difficult for you to find what you're looking for in your results.

Conference Call Transcripts

Regulation Fair Disclosure (adopted in August 2000 in direct response to the scandals involving analysts at several prominent Wall Street firms) is an attempt to ensure that small investors receive the same information that goes to analysts, brokers and institutional investors. Companies are required to disclose all material non-public information to all investors at the same time, and refrain from selective disclosure to analysts or institutional investors. Thus, they frequently hold conference calls with company executives after earnings reports or other public disclosures, to discuss the reports.

Important: not all conference calls are recorded/transcribed.

Your Librarian

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Luke Vilelle
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Contact:
Office: Library's second floor: up the middle stairs, go right, and you'll see a sign pointing to my office. Schedule an appointment at this URL: https://calendly.com/lvilelle/30min
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