SCIP Oregon

Oregon Chapter Bridge Chat: Ask the Financial Analyst: Uncovering CI in Financial Statements

Posted by campsean - 25/11/08 at 08:11:05 pm

All,

As mentioned in our last (and very successful) face to face meeting on November 20^th, we will be initiating a series of “Bridge Chats” that will allow us to engage in open teleconference based discussions with individuals who have valuable and actionable information to pass along to the Oregon CI community. 

There is no cost to attend these bridge chats and the chats are open to both current SCIP members and non members.

These bridge chats will be in addition to the face to face events we already have planned.  Our next face to face event is scheduled for January 27^th at Jake’s Grill.

Bridge Chat Topic: Ask the Financial Analyst: Uncovering CI in Financial Statements, featuring Mark Corcoran, CFA.

Date and Time

Tuesday, December 16 at 04:00 PM PST

Audio Information

Direct Dial Number: 215-383-1005
Access Code: 356-288-056
Audio PIN: Not necessary

Mark’s Bio:

Mark S. Corcoran, CFA, is a vice president and senior research analyst for D.A. Davidson. Mr. Corcoran has extensive equity research and portfolio management experience, spanning fifteen years and several billion dollars in equity investment capital. He has interviewed in excess of 300 management teams and has published research on over 150 publicly-traded companies in the technology, health care, industrial, consumer, and financial industries.

Mr. Corcoran graduated from the University of Puget Sound with a degree in International Affairs, has earned the Chartered Financial Analyst (CFA) designation and serves on the Board of Directors for the Portland Society of financial analysts. He is also a guest lecturer at Portland State University’s School of Business Administration and is an adjunct graduate finance instructor.

Mr. Corcoran has been quoted extensively in the financial press, including CNBC, Investors Business Daily, Money Magazine, The Washington Post, Barron’s, The Boston Globe, The San Francisco Chronicle, The Baltimore Sun, The Chicago Sun-Times, The Street.com, Red Herring, Bloomberg, Reuters, Dow Jones and Individual Investor.

Call Abstract:

The job of a financial analyst is to dig into the story behind the story…both in the numbers and words in financial statements, filings, and conference calls transcripts.  In this "Ask the Expert" tele-conference Mark Corcoran, CFA, will share tips every CI professional can use to uncover insights in the published information of public companies.  Bring your questions or email them ahead of time to sean@sciporegon.com.

In this teleconference you will learn:

- What different financial filings are for and what you can look for in each

- The most common places companies ‘hide’ bad news

- What to listen for in a quarterly analyst call

Closing Thoughts

I also want to say a special thanks to Roger Courville, a local SCIP member, who was instrumental in identifying Mark as being a great choice to lead this discussion.

Finally I hope you all have a wonderful and restful Thanksgiving with your friends and families.

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