Fundamentals

This month we dedicate our newsletter to the fundamentals.  There is nothing more fundamental than cash flow.  Make more than you spend - isn't that what we are in business for?  Price to earnings ratio means that there have to be earnings - right??

Last month we discussed the OTC and AMEX stock exchanges.  As promised, we have a summary of the major U.S. exchanges - crucial information for developing growth and capital formation objectives.

Companies looking to obtain funding today are under more scrutiny than ever before.  How the business is run and who is minding the store are critical issues that must be addressed.

A Case For Cash Flow Forecasting
and Reporting

Rarely does a company provide the most critical financial report– the cash flow schedule. This report, which uses receipts from all sources and disbursements in all forms just like a check book, serves management, lenders, and other stakeholders by focusing on the true wealth of any company, its cash position.

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The Major Listing Exchanges

Last month we discussed the American Stock Exchange and the listing requirements a company must meet to trade on that exchange. This month we take a look at the most common U.S. exchanges for a publicly traded company to be listed on. Each has its own advantages and challenges.

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The Fulcrum

You may have seen the headlines last week. CalPers, one of the nation’s largest institutional investors, is becoming more actively involved in corporate governance issues. Companies’ boards of directors, always the point of balance between management and investors, are coming under intense scrutiny and pressure.

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