For the purposes of this tutorial, we will focus on researching Coca-Cola, which is a public company. We will look at its
corporate website, 10K, conference call transcripts, analyst reports, trade publications and news.
The company website:
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Coca-Cola’s investor’s website is well-organized and very informative. The website provides access to a company’s
factsheet, history, products, corporate governance, leadership viewpoints, press releases, product announcements,
webcasts, SEC filings, reports, financial information, and even the Student Zone.
LEADERSHIP
VIEWPOINTS
SEC
FILINGS
STUDENT
ZONE
CORPORTE
GOVERNANCE
COMPANY
FACT SHEET
PRODUCT
NEWS
PRESS
RELEASES
http://www.thecoca-colacompany.com/investors/index.html
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As a public company, Coca-Cola has to comply with the Securities and Exchange Commission’s requirements and file
a number of financial statements. The two most frequently used financial statements are the 10-K and 10-Q. The 10K is an annual report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934. All 10-Ks have a
standard structure.
CLICK
CLICK TO
DOWNLOAD
PDF
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From the PDF copy, review the Table of Contents for this 10-K, specifically items 1A Risk Factors, 1B Unresolved Staff
Comments, 7 Management Discussion and Analysis, 7A Quantitative and Qualitative Disclosures about Market Risk,
15 Financial Statement Schedules. An easy way to scan a 10-K document is to use CTRL+F to find relevant words in a
context.
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The 10-Q is a quarterly report and can also be found on the investors website.
Find a company’s 10-K:
On the company’s investor relations website,
in SEC’s Edgar database http://www.sec.gov/edgar/searchedgar/companysearch.html
or in UTSA subscription databases http://webapp.lib.utsa.edu/Databases/
Conference Calls
Earnings or Conference Calls are lengthy conversations over the phone or the
Internet between a company's top management, financial analysts tracking this
company and institutional investors. Most conference calls are conducted immediately
following a financial results news release. Management details a company's financial
performance, lists the factors influencing those results and offers some comments on
industry trends and long-term strategies. This initial briefing is followed by a questionand-answer session that allows analysts to gain additional information. The SEC encourages companies to
extend conference call availability to individual shareholders and the media alike. More than 80 percent of
public companies conduct quarterly conference calls.
Find webcasts to listen:
on a company investor relations website,
or Yahoo Finance yahoo.com/finance
Find transcripts to read:
At Seeking Alpha http://seekingalpha.com
In Thomson One Investment Banking, UTSA subscription database http://webapp.lib.utsa.edu/cgibin/db.cgi?DB=TOInv (Internet Explorer only).
1. On the left bottom menu click on Screening and Analysis
2. Click Research, then + symbol, and now Research Search
3. Enter the company name under Search Options and click the Search button. On the result list look for
contributor Thomson Reuters Streetevents.
COMPANY NAME
THOMSON REUTERS
STREETEVENTS
CONTRIBUTOR
Explore the Company Research Guide for more information: http://libguides.utsa.edu/company_research