The investor relations guidebook:
Saved in:
| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Centennial, Colorado
AccountingTools
[2017]
|
| Edition: | Third Edition |
| Series: | AccountingTools series
|
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | ix, 249 Seiten |
| ISBN: | 9781938910821 |
Staff View
MARC
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Record in the Search Index
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Table of Contents
Chapter 1 - Introduction to Investor Relations.1
What is Investor Relations?.1
The Investor Relations Officer.2
The Investor Relations Staff.5
Investor Relations Funding.5
Specific Advantages of Investor Relations.7
Interactions with Public Relations.8
The Securities and Exchange Commission.9
Chapter 2 - The Value Proposition. 11
The Value Proposition Concept.11
Background Research.12
Formulation of the Value Proposition.13
The Problem of Too Much Market Share.19
The Problem of Seasonality.20
Communication of Risk Mitigation.20
The Impact of a Negative Reputation.22
Communication of the Value Proposition.22
The Value Proposition and Corporate Strategy.24
Chapter 3 - Communicating the Message.27
The Press Release.27
The Earnings Press Release.30
The Annual Report.31
The Fact Sheet.33
Conference Presentations and Discussions.36
Newspapers and Related Media.36
Other Forms of Communication.38
The Communications Review Process.39
The Communications Calendar.40
The Communications Mailing List.41
Flandling Negative News.41
1
The Negative News Response System.41
The Negative News Early Warning System.42
The Contagion Effect.43
The Nature of the Response.43
Risk Mitigation by the Investor Relations Officer.45
Chapter 4 ֊ Regulation FD.46
The Essentials of Regulation FD.46
Compliance with Regulation FD.47
Chapter 5 - The Earnings Call. 51
Earnings Call Attendees.51
Earnings Call Logistics.51
Structure of the Earnings Call.52
The Question and Answer Session.53
Earnings Call Variations.55
Earnings Call Bad Behavior.55
Chapter 6 - Guidance. 57
The Case for Guidance.57
Guidance Guidelines.58
Timing.59
Type of Information.60
Guidance Range. 61
Consistency.62
How Guidance is Communicated.63
The Preannouncement.63
The Guidance Schedule.64
Aggressive Guidance.65
The Consensus Earnings Estimate.66
When Not to Issue Guidance.66
Chapter 7 - The Forward-Looking Statement.68
The Legal Basis of the Forward-Looking Statement.68
The Private Securities Litigation Reform Act.70
The Safe Harbor for Forward-Looking Statements.71
The Cautionary Statement.72
Chapter 8 - The Investor Relations Website.75
ii
Contents of the Investor Relations Website.75
Functionality of the Investor Relations Website.78
Multimedia.79
Using the Website for Regulation FD Disclosure.80
Hyperlinks to Third-Party Information.82
Interactive Website Features.85
Website Information Removal.86
The Website and the IPO.86
Third Party Providers.87
Chapter 9 - The Sell Side and the Buy Side.89
The Sell Side.89
The Analyst.89
The Stockbroker.97
The Investment Banker.98
The Buy Side.99
The Institutional Investor.99
The Buy Side Analyst.101
The Hedge Fund.102
Sovereign Wealth Funds.102
The Individual Investor.102
The Foreign Investor.104
Investment Clubs.105
Chapter 10 - Investing Strategies.107
Investing Strategies.107
Implications for Investor Relations.110
Chapter 11 - Short Sellers. 112
The Short Selling Strategy.112
The Short Seller Target.115
Short Interest.115
Dealing with Short Sellers.116
The Passive Approach.118
Chapter 12 - Stock Exchanges. 120
Stock Exchange Overview.120
The New York Stock Exchange.122
The NYSE MKT.123
iii
The NASDAQ.124
The NASDAQ Global Select Market.124
The NASDAQ Global Market.125
The NASDAQ Capital Market.125
The Toronto Stock Exchange. 126
Delisting from an Exchange.128
The Over the Counter Bulletin Board.128
The Pink Sheets.129
Chapter 13 - Share Management.131
Float Management.131
Activities to Increase the Float.131
Activities to Delay Stock Sales.132
The Direct Stock Purchase Plan.133
The Employee Stock Purchase Plan.133
Dividend Reinvestment Plans.134
Stock Splits.134
Dividend Payments.135
The Stock Buyback Option.137
The Stock Repurchase Safe Harbor Provision.138
Odd Lot Shareholders.139
Treatment of Abandoned Property.140
Chapter 14 - SEC Filings. 142
The Income Statement.142
The Balance Sheet.145
The Statement of Cash Flows.150
The Direct Method.150
The Indirect Method.152
The Statement of Retained Earnings.154
The Form 10-Q. 155
The Form 10-K.157
The Form 8-K.159
Forms 3, 4, and 5.163
The Disclosure of Non-GAAP Information.164
Applicable Federal Regulations.166
Chapter 15 - Annual Meeting Planning and Voting.168
Registered and Beneficial Shareholders.1 68
The Annual Shareholder Meeting.169
The Electronic Shareholder Meeting.172
The Shareholder Voting Process.173
The Notice and Access Rule.176
The Householding Concept.177
NYSE Rule 452./77
Chapter 16 ֊ The Initial Public Offering.180
Reasons for and Against an IPO.1 80
The Initial Public Offering.181
The Reverse Merger.185
Blue Sky Laws.187
The Role of Investor Relations in an IPO.188
Chapter 17 - The Sale of Restricted Stock.191
Restricted and Unrestricted Stock.191
The Accredited Investor.192
Regulation D Stock Sales.192
Regulation A Stock Sales.194
Crowdfunding Stock Sales.195
Rule 144 Stock Sales.197
Chapter 18 ֊ The Road Show.200
The Fund Raising Road Show.200
Road Show Routing.200
The Presentation Team.201
Presentation Format.201
The Non-Deal Road Show.202
Road Show Timing.202
Road Show Routing.203
Sell Side Participation.204
The Presentation Team.204
Road Show Attendees.204
Presentation Format.205
Presentation Follow Up.206
The Reverse Road Show.207
V
The Presentation.207
Road Show Preparation.209
Road Show Logistics and Other Meeting Issues.210
Road Show Boredom.213
Chapter 19 - Third Party Investor Relations Services.215
The Investor Relations Consultant.215
The Stock Transfer Agent.217
The Proxy Solicitor.219
A nnual Meeting Voting.219
The Company-Paid Researcher.219
The Public Relations Firm.220
Press Release Distribution Services.221
NO BO Reporting.222
Coordination of Third Party Services.222
The National Investor Relations Institute.223
Chapter 20 - Share Performance Measurements.225
Overview of Share Performance Measurements.22 5
Price / Earnings Ratio.22 6
Capitalization Rate.227
Total Shareholder Return.228
Market Value Added.229
Payout Ratio.230
Market to Book Ratio.231
Insider Buy/Sell Ratio.232
Options and Warrants to Common Stock Ratio.233
Short Interest Ratio.235
Institutional Hoi dings Ratio.236
Management of Performance Measurements.237
Glossary. 239
Index.247
vi |
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| bvnumber | BV044328015 |
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| discipline | Wirtschaftswissenschaften |
| edition | Third Edition |
| format | Book |
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| id | DE-604.BV044328015 |
| illustrated | Not Illustrated |
| indexdate | 2024-10-28T21:00:26Z |
| institution | BVB |
| isbn | 9781938910821 |
| language | English |
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| physical | ix, 249 Seiten |
| publishDate | 2017 |
| publishDateSearch | 2017 |
| publishDateSort | 2017 |
| publisher | AccountingTools |
| record_format | marc |
| series2 | AccountingTools series |
| spelling | Bragg, Steven M. 1960- Verfasser (DE-588)129558990 aut The investor relations guidebook Steven M. Bragg Third Edition Centennial, Colorado AccountingTools [2017] ix, 249 Seiten txt rdacontent n rdamedia nc rdacarrier AccountingTools series Investor Relations (DE-588)4331168-4 gnd rswk-swf Investor Relations (DE-588)4331168-4 s DE-604 Digitalisierung UB Augsburg - ADAM Catalogue Enrichment application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=029731347&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Bragg, Steven M. 1960- The investor relations guidebook Investor Relations (DE-588)4331168-4 gnd |
| subject_GND | (DE-588)4331168-4 |
| title | The investor relations guidebook |
| title_auth | The investor relations guidebook |
| title_exact_search | The investor relations guidebook |
| title_full | The investor relations guidebook Steven M. Bragg |
| title_fullStr | The investor relations guidebook Steven M. Bragg |
| title_full_unstemmed | The investor relations guidebook Steven M. Bragg |
| title_short | The investor relations guidebook |
| title_sort | the investor relations guidebook |
| topic | Investor Relations (DE-588)4331168-4 gnd |
| topic_facet | Investor Relations |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=029731347&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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