Choose a publicly traded company to research for the term. By law, publicly traded companies must file financial reports with the Securities and Exchange Commission (SEC) and these are readily available to us. Using the NSU Library site,use the link to the Edgar site (you can also get directly to this site at: Home - NSU Libraries Home - LibGuides at Northeastern State University (nsuok.edu) ) to research the company you have selected (if you can't find info on the company, there is a good chance that it isn't publicly traded and you will need to choose another). Also pull up the company in the NSU Library's Morningstar site, Mergent site, and Value Line site. These will give you different aspects and third-party analyses of the company.

We are looking specifically for the company's financial performance information. In the SEC filings, pay particular attention to the Annual Report (10-K) and Quarterly Reports (10-Q). These documents are pro-forma and relatively boring to read. Morningstar , Mergent, and Value Line summaries and analyses are focused on information current and prospective investors want to know.

Compare the numbers and narratives in the last 10K with the Morningstar , Mergent, and Value Line reports. What are some interesting insights about the company that you can glean from each of the reports? Does the financial outlook look good for future performance? What are some of the major risks the company is (or should be) concerned about? What are