MGT 472 (Strategic Management Capstone)

EDGAR is used by all publicly traded companies when submitting required documents to the SEC. Documents that are accessed using EDGAR and filed with the SEC include quarterly and annual corporate reports and financial statements. Annual Reports (Form 10-K) include company history, audited financial statements, a description of products and services, and an annual review of the organization, its operations, and the company’s markets. Quarterly Reports (Form 10-Q) include unaudited financial statements and information about the company’s operations in the previous three months.

Looking for public securities documents and information filed by issuers in Canada? SEDAR is the Canadian equivalent to EDGAR.

Recent and some historical annual reports are usually available on a company's website, usually in a section called Investors or Investor Relations. To find reports, Google search by name of company with the term investor (e.g., Costco Wholesale investor):

• Costco Wholesale Investor Relations

Login to DoD MWR Libraries with your DoD ID to select Morningstar for access to mutual fund, investing, and market news.

To find company information:

• Search Box:  Enter company name for a short profile with key financials such as operating performance, risk ratings, and more
• Morningstar's Analysis feature has a company summary, details on competitors and a full business strategy and outlook analysis

At top menu, search for a company by name, or browse companies A-Z

WSJ features include:
• Financials - income statement, balance sheet, cash flow
• Research & Rating - historical prices, options
• Advanced Charting - chart range and overlays
• Experience Report - learn how companies optimize data, technology and design to drive customer and employee success