Invest Skeptically

Last week’s post was about searching for US SEC filings on US companies. Today’s post provides the equivalent Canadian information. Public filings for Canadian companies can be found using the search database tool on the SEDAR website. The website is not as user-friendly as the EDGAR site because the filings aren’t coded [...]

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The EDGAR company search tool on the US SEC website allows you to search SEC filings by company name or ticker symbol. This tool gives you access to all the basic information you need to start researching a company for investment. Here are some common filings and examples of what I like to [...]

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Markit provides authoritative quotes for standardized structured finance and credit indices used in the credit derivatives markets. As these represent the cost of buying/selling credit default swap (CDS) protection against a basket of credits they can be a useful data point in evaluating the level of fear in the marketplace. As 2007 has [...]

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The Investment Industry Association of Canada has put together a great reference document of conventions for calculating prices, interest payments, and yields on fixed income securities.  [Link via PrefBlog.]

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One of my CFA textbooks contains a chapter called “Searching for Shenanigans”. It emphasizes that a significant portion of what gets reported in financial statements is subject to management’s judgment and estimates.
This is nothing new to accounting experts. Al Rosen often writes and speaks about accounting trickery as he does in his piece, [...]

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