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This guide explores the differences between US Government Savings Bonds and Treasury Bonds, essential investment securities. Learn how investors accessed securities information in 1994 compared to today's technological advancements. Key financial documents like Balance Sheets, Income Statements, and Cash Flow Statements are reviewed, alongside their importance in investment analysis. Discover where to find crucial information, including the SEC's EDGAR system and various investment resources like Value Line and S&P. Equip yourself with the knowledge to navigate the financial landscape effectively.
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Day 41…….3/27 What is the main difference between a US Gov’t Savings Bond and US Gov’t Treasury Bond.
Securities Information How did investors get securities information in 1994? How do we get that information today? How much information is too much?
Good documents to review… Financial Statements (provided every 90-days; 1/4) Balance Sheet - picture Income Statement - movie Cash Flow Statement - book Annual Report (companies cheerleader)
SEC– Securities and Exchange Commission (watchdog) 10-K annual 10-Q quarterly (no oversight) 8-K current (filed if significant change occurs; acquisition, legal actions, etc) Insider ownership Records Owners, Directors & Key management Form 4 when insiders buy or sell Form 13-D when investor acquires 5% of shares
Where Do You Find The Information? Company website Investor relations SEC website EDGAR – Electronic Data Gathering & Retrieval
Independent Investment Information The Value Line Investment only $598 annual –online Standard and Poor’s Stock Guide Hoover’s Online Mergent Investment Mergent Online Brokerage Firms* TV; CNBC (consumer news and business channel) Books, magazines, podcasts
www.moneycentral.msn.com www.money.cnn.com www.hoovers.com www.investorguide.com www.morningstar.com www.fool.com www.spglobal.com www.valueline.com www.finance.yahoo.com