10-k report
Part 3: Your recommendation if this is a good investment opportunity.
Some factors to consider:
• What do you know about the company?
• What are the basic financial ratios (liquidity, profitability, solvency)?
• How do the financial ratios compare with other companies in the same industry?
• What are the key highlights of the company’s financial performance?
• What are the challenges (strengths and weaknesses) facing this industry/company?
• Does the company have a history of solid, steady growth, or the potential to grow?
• Has the company weathered the last recession well?
• How big is the market/demand for the products/services?
• Who are the major competitors and how successful are they?
• Who are the major customers?
• Do the directors and other company officers have a solid track record of success?
• What is their management style?
• How much of the company do the directors and officers own?
• Do you share the same vision and values of the CEO of the company?
• Can the CEO and leadership team execute their vision?
Only use the information based on the 10-k report.
https://www.sec.gov/ix?doc=/Archives/edgar/data/58492/000005849220000002/leg201910k.htm