1. List the name of the corporation, the fiscal/calendar year, the industry, the state of incorporation and the number of common stock and preferred stock (if applicable)outstanding.
2. From the Business section, outline and briefly discuss the businesses owned and operated.
3. List the risk factors discussed.
4. List where the properties (real estate) of the company.
5. List the legal proceedings of the company (subject matter and the plaintiff/defendants name).
6. Look at the selected financial data listed and comment on the market share (revenues) and net income/earnings for the years listed.
7 Thru 15. Counts as 8 questions) From Management’s Discussion and Analysis section list/discuss their comments on consolidated revenues, costs, and earnings; segments (if applicable);pension and postretirement benefits; cash and capital resources;contractual obligations, commitments and off balance sheet arrangements;
16. List some of the executives and director’s compensation packages.
17. Common size the balance sheet and the statement of income (earnings or operations) for the two and three years listed.
18. Comment on the common sizing of Number. 17 by discussing major changes in the items.
19. List the points covered in management’s letter on internal controls.
20. List five accounting methods (i.e. inventory method) found in the footnotes.
21. List where you find the word “estimates” and the subject matter of use of estimates.
22. Briefly discuss what the statements state about goodwill and other intangibles.
23. List the major points/paragraphs from the opinion letter of the CPA firm.
24. List or discuss what one factor surprised you from reading this 10-K.
25. What do you think of the future of this company?
2. From the Business section, outline and briefly discuss the businesses owned and operated.
3. List the risk factors discussed.
4. List where the properties (real estate) of the company.
5. List the legal proceedings of the company (subject matter and the plaintiff/defendants name).
6. Look at the selected financial data listed and comment on the market share (revenues) and net income/earnings for the years listed.
7 Thru 15. Counts as 8 questions) From Management’s Discussion and Analysis section list/discuss their comments on consolidated revenues, costs, and earnings; segments (if applicable);pension and postretirement benefits; cash and capital resources;contractual obligations, commitments and off balance sheet arrangements;
16. List some of the executives and director’s compensation packages.
17. Common size the balance sheet and the statement of income (earnings or operations) for the two and three years listed.
18. Comment on the common sizing of Number. 17 by discussing major changes in the items.
19. List the points covered in management’s letter on internal controls.
20. List five accounting methods (i.e. inventory method) found in the footnotes.
21. List where you find the word “estimates” and the subject matter of use of estimates.
22. Briefly discuss what the statements state about goodwill and other intangibles.
23. List the major points/paragraphs from the opinion letter of the CPA firm.
24. List or discuss what one factor surprised you from reading this 10-K.
25. What do you think of the future of this company?
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