In most of my individual stock outlook or forecast articles, the second and third sections are two forms of analysis. The first being fundamental analysis, and the second being technical analysis.

Learn to assess a company’s financial health using key ratios and industry benchmarks. Discover how financial statements ...

Imagine being handed the medical chart of a company. Every revenue figure, every expense, every dollar of debt is laid out in front of you. The challenge is not whether the information exists, but ...

Financial statements are essentially the report cards for businesses. They tell the story, in numbers, about the financial health of the business. The information found on the financial statements of ...

Q. I often perform horizontal, vertical, and trend analysis for clients. Each time revised financial statements arrive, I find myself recreating formulas, rechecking ranges, and confirming that ...

A good business plan is an entrepreneur’s best friend. It’s an indispensable document, and every section matters, from the executive summary to the market analysis to the appendix; however, no section ...

Q. I read the JofA article last month about performing horizontal, vertical, and trend analyses in Excel. How can Excel be used to organize these analyses and highlight possible red flags in a company ...

The full-time program consists of 33 credits of academic courses beginning in July each year. The program will complete the following May in time for interested students to take the Chartered ...