Morningstar Catalog 2010/2011 - (Page 43)

+ 1 866 374 – 8800 43 Morningstar Document Research Full-text searches of global company filings. ® SM Morningstar® Document Research is an all-in-one resource that streamlines research of public companies. It consolidates filings and reports for companies around the world from sources like SEC EDGAR, making them available seconds after they’re filed and sending real-time alerts. Using 40+ filters, researchers can easily find, save, and retrieve the information they’re seeking. SM different industries that reflect current events or regulatory changes. New searchable data sets for private placements, investment advisors, and executive compensation surface timely information that’s critical to specific industries. Users can set alerts to receive e-mails whenever relevant documents become available. Alerts identify the “hits in context” details and incorporate links to quickly view filings. Expanded global financial data and reports, as well as a new interface, also broaden Document Research’s capabilities. Easy exporting functions allow users to retrieve up to 700 documents simultaneously, convert documents to PDF or Microsoft® Word files, or extract tables and exhibits into Microsoft® Excel.® View applications for different professions Results Featuring Keywords in Context A variety of professionals, such as financial analysts, lawyers, academics, accountants, and human resources consultants, use it for tasks ranging from investment research to precedent searches, competitive intelligence, due diligence, compliance, compensation benchmarking, and prospecting. Specialty filtering criteria help users focus their searches. Updated weekly, the Knowledge Base help center offers search strategies for Morningstar FootnotedPro Hidden signals found in SEC filings. Acquired by Morningstar, Footnoted offers institutional-level research through its FootnotedPro service. Researchers led by Michelle Leder, a proven expert on SEC filings, investigate the latest filings across sectors and market caps to find evidence of events that could affect a stock’s price. Notable findings appear in concise, easy-to-read reports that alert subscribers to the changes. Institutional investors such as hedge funds, portfolio managers, and buy-side analysts use the service to spot long/short investment opportunities. This cost-effective service saves research teams the time of sorting through and reading hundreds of filings, surfacing the information in time for them to act. Download free sample reports March 26, 2010 Digging in to Home Depot's 10K Home Depot (HD) filed its 10K yesterday afternoon and we've taken a closer look and have found some interesting things that didn't quite make it into the fourth quarter earnings that they put out last month nor the conference call that same day. One thing that quickly becomes clear from the filing is that three years after the end of the troubled reign of Bob Nardelli, who left in January 2007 with a severance package estimated at $210 million, Home Depot is still trying to recover from some of Nardelli's mistakes. Here's a quick run-down: • They've closed two of their 12 stores in China. While the company doesn't provide any detail in any of their filings on the store closings, the 10K notes that they now operate 10 stores in China in four cities compared with the 12 stores in six cities that they had earlier this year. This change happened sometime between now and May, when the company disclosed that it still had 12 stores in China. Given Home Depot's size, two stores may not seem like a lot, but two stores in a market that's seeing an explosion in home ownership -- news reports put the home ownership number above 85% in the larger cities -- seems a lot more telling than if it were just two stores here in the US. From the filing, we learn that this is the only place where Home Depot decreased the number of stores last year. Home Depot entered China in December 2006 (a month before Nardelli was pushed out the door) to acquire The Home Way, a big box retailer similar in nature to Home Depot (a typical store is 90,000 squarefeet). That Home Depot hasn't been able to expand over the past three years and instead has actually closed some stores shows that things aren't quite working as planned for the company in China, even if the details are hard to come by. Since the company doesn't break out sales for China, it's difficult to really assess the financial impact. The only sales figures it gives are total international sales, which accounted Concise Reports on Hidden Details in SEC Filings

Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011

Morningstar Catalog 2010/2011
Legg Mason
T. Rowe Price
Raymond James
Morningstar Direct
RBC Global Asset Management (U.S.) Inc.
Morningstar® EnCorr®
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Morningstar Catalog 2010/2011