Stock Pitch Worksheet (Page 4 of 4) in pdf

Stock Pitch Worksheet Page 4

-Reuters Research on Demand—a great source of analyst research reports from regional brokerage

firms and a few large investment banks.

Investor Relations Web Sites:

Every publicly traded company maintains an investor relations site. Some are more detailed than

others, but this is an excellent resource for learning about a company’s business model and

management’s plans for future growth. But remember, this information will almost always be

positively biased—so you should look at the investor relations site of both your company and its

competitors.

Companies also post links to SEC filings on their investor relations pages. Quarterly 10-Q and

annual 10-K filings provide detailed financial statements, discussions of the company’s

performance, and an assessment of potential risk factors. These reports are extremely detailed and

serve as the best source of information about a company. You don’t have to read every page, but

make sure you skim them for important material.

FEP, Duke University

Last updated 12/14/11

Stock Pitch Worksheet Page 4