The Finance Professor: Getting Started With Financial Statements

Stock quotes in this article: AAPL , AMLN , DUK , RUTH  

Expansion and growth are factors that investors will pay for. Reading the business overview will give you an idea of the company's current products, competitive position and future plans.

As you can see, there are some important things that you should do before you analyze a single number.

This week's homework: What is your single biggest stock holding? Obtain an annual report and 10-K for that company, read the information within these documents (as I've outlined in this lesson), and formulate your initial take on the company's performance and its financial condition.

As always, you can email me your homework and thoughts on the subjects covered in this or previous articles. I will compile the best ideas in a future module of TheStreet.com University.

Next lesson: The P&L (or income statement).

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At the time of publication, Rothbort was long AAPL, AMLN, DUK, and RUTH, although positions can change at any time.

Scott Rothbort has over 20 years of experience in the financial services industry. In 2002, Rothbort founded LakeView Asset Management, LLC, a registered investment advisor based in Millburn, N.J., which offers customized individually managed separate accounts, including proprietary long/short strategies to its high net worth clientele.

Immediately prior to that, Rothbort worked at Merrill Lynch for 10 years, where he was instrumental in building the global equity derivative business and managed the global equity swap business from its inception. Rothbort previously held international assignments in Tokyo, Hong Kong and London while working for Morgan Stanley and County NatWest Securities.

Rothbort holds an MBA in finance and international business from the Stern School of Business of New York University and a BS in economics and accounting from the Wharton School of Business of the University of Pennsylvania. He is a Professor of Finance and the Chief Market Strategist for the Stillman School of Business of Seton Hall University.

For more information about Scott Rothbort and LakeView Asset Management, LLC, visit the company's Web site at www.lakeviewasset.com. Scott appreciates your feedback; click here to send him an email.





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