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Research

  • The company’s 10-K (domestic companies) or 20-F (foreign companies) filing with the SEC are excellent sources of verifiable information, and can be found online through the SEC. The Company Overview, Risk Factors, and Consolidated Financial Statements sections are usually especially helpful.
  • SeekingAlpha has earnings calls transcripts and aggregates blog posts.
  • Google Finance has stock charts for major stocks annotated with major news events -- this will help you annotate on Wikinvest as it associates news with major movements in stock price. Unfortunately, Google’s is an automatic news feed so every piece of news related to the company is there, even if its not that relevant.
  • Mainstream news sources – Wall Street Journal, NY Times, etc. – can help you with current events and filling in the story of what your company is about. Search by company name or ticker symbol.
  • Morningstar and analyst reports
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