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Equity Research: Understanding the Role of Stock Analysts

Tom Spencer

This includes analyzing a company’s financial statements, such as its income statement, balance sheet, and cash flow statement. An equity researcher also conducts industry research to understand the broader economic and market conditions that may affect a company’s performance.

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Small Business Survival Tips During COVID-19

Martinka Consulting

I won’t be disingenuous by marketing services when most of us are in survival mode so I will make all readers of this newsletter an offer: If you have questions about what to do, how to handle things, need a sounding board, or simply someone to vent with call me for free telephone counsel. Whatever your business is, be doing marketing.

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Getting Your Deal Done

Martinka Consulting

I told him we would not meet in person until he talked to his wife about it. Have a strong balance sheet. Your accountant or CFO can help and depending on the size of the deal you may want a quality of earnings report, which is a fancy name for a mini-audit and proof of cash (flow). Guess what? We never met.

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How Companies Can Use Investors to Their Advantage

Harvard Business

He asked one former major investor for a reaction to the company’s prediction (accompanying poor quarterly results): “that the [current] market contraction will bottom out soon and our profits will improve.” ” The company took note and duly committed to reducing costs at a rate exceeding market contraction.

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Oil’s Boom-and-Bust Cycle May Be Over. Here’s Why

Harvard Business

Unlike national oil companies and oil majors that typically take five to 10 years to develop conventional oil reserves, these independent and “unconventional” players have improved their drilling and fracturing technology to the point where they can respond within months to temporary spikes or dips in the market.

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Shockingly Bad Fiscal Health of Chicago (and the Financial Engineering Chicago Uses to Hide that Fact)

MishTalk

trillion muni market had puzzled at the true identity of Bond Girl, Hector Negroni, co-founder of New York-based investing firm Fundamental Credit Opportunities, said in a telephone interview. “ Of course, Chicago would also have to meet the other eligibility criteria. It is not a balance sheet test, but a cash flow test.