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By Dominic Jones on August 17, 2010
MORE than four in ten of the most actively traded US-listed international companies – including well-known firms like Alcatel-Lucent, Vodafone, Barclays and Petrobras – are not using paid PR wires to distribute their earnings releases and other disclosure information.
Posted in Articles | Tagged adrs, disclosure, international IR, IR websites, SEC filings
How to leverage the web for better compliance and investor communication Pages: 121 Screenshots: 20+ Last revised: July5, 2010 Price: only $575 BUY NOW Synopsis Corporate disclosure practices in the United States are undergoing dramatic change. New regulations and new web communications technologies are disrupting established practices. The old model is under pressure and increasingly [...]
By Dominic Jones on July 29, 2008
NEW YORK-based broker Auerbach Grayson & Company, Inc., which specializes in providing global trade execution and research to leading US institutional investors, is providing its clients with a huge global library of equity research reports in eXtensible Business Reporting Language (XBRL) format. The new offering, which the brokerage is offering at no charge to its [...]
Posted in Articles | Tagged analyst, Eric Linder, gaap, institutional investors, pdf documents, portfolio manager, portfolio managers, SEC, SEC filings, securities and exchange commission, technology, XBRL
By Dominic Jones on June 25, 2008
THE US Securities and Exchange commission has launched a study that could lead to the scrapping of its 75-year-old system that requires companies to file disclosures on prescribed forms like 10Ks, Form 4s and DEF 14As.
Posted in Articles | Tagged disclosure, e-proxy, EDGAR, ir department, ir departments, mandate, new york times, plain language, recommendation, retail investors, rutgers university, SEC filings, securities and exchange commission, stanford university, technology, us sec, XBRL
By Dominic Jones on May 15, 2008
THE US Securities and Exchange Commission (SEC) is proposing a rule for all companies to file their annual and quarterly reports in eXtensible Business Reporting Language (XBRL) on a staged basis over the next three years. Under the proposal, the 500 largest companies — including foreign firms that use US GAAP — will begin filing [...]
Posted in Articles | Tagged annual reports, disclosure, EDGAR, EDGAR Online, financial reporting, footnotes, ir magazine, IR websites, James Lopez, Morningstar, news releases, SEC, SEC filings, securities and exchange commission, Standard & Poor's, technology, Thomson Reuters, WebCPA, XBRL
By Dominic Jones on April 9, 2008
WHEN it comes to disclosing insider trading on their investor relations websites, companies’ practices vary widely. Most firms give the information little thought, while a few go out of their way to make the information easy for investors to access and digest. But with the Securities and Exchange Commission (SEC) recently adding free XML-based news [...]
Posted in Articles | Tagged EDGAR, feeds, insider trading, Investor Relations, rss, SEC filings
By Dominic Jones on April 6, 2008
THE EDGAR XML feeds were not even a week old and already intrepid web developers were finding new ways to reuse them. Over at iBanknet, where they have been doing interesting things with XBRL call reports, Marian Albert and Chris Smith saw the opportunity to create a little tool called a “widget” or “gadget” that [...]
Posted in Articles | Tagged EDGAR, feeds, Google, Marian Albert, notice-and-access, SEC, SEC filings, ticker symbol, XBRL, XML
By Dominic Jones on February 12, 2008
WITH tech titans Microsoft (Nasdaq: MSFT) and Yahoo! Inc. (Nasdaq: YHOO) poised for a brawl, it might be useful for the two to see examples of companies that are right now using the Web to effectively present their bid propaganda. Ironically, the examples I have to share, whipped up after a quick Google News search [...]
Posted in Articles | Tagged microsoft, nasdaq, news releases, SEC, SEC filings, technology, transcripts, yahoo
By Dominic Jones on February 11, 2008
OUR research has long found that big technology companies are among the weakest when it comes to online investor relations communications — and we’re now seeing that manifest itself in the Yahoo!-Microsoft dust up. I’ve already highlighted how neither company is making effective use of its website to keep shareholders informed, and I’ve complained aloud [...]
Posted in Articles | Tagged communications, Investor Relations, microsoft, online communications, SEC, SEC filings, technology, yahoo
By Dominic Jones on February 10, 2008
IF YOU’RE a Microsoft (NASDAQ: MSFT) or Yahoo! Inc. (NASDAQ: YHOO) shareholder, you’ve probably heard the news — thanks in no part to the companies’ investor relations departments. Yes, on February 1, 2008 Microsoft proposed to acquire Yahoo! for $31 per share, apparently comprised of half cash and half Microsoft shares, or something like that. [...]
Posted in Articles | Tagged blogs, disclosure, EDGAR, Investor Relations, IR websites, management, microsoft, nasdaq, news releases, rss, SEC, SEC filings, shareholder.com, technology, yahoo
By Dominic Jones on December 10, 2007
PERHAPS I shouldn’t be so flippant about XBRL, a technology that almost everyone seems to think is a big deal, but I’m more turned on by the offbeat side of events around the financial tagging language than the serious stuff. Unless you’ve been living under a rock, you probably know that the XBRL U.S. GAAP [...]
Posted in Articles | Tagged blogs, EDGAR, finance, Investor Relations, management, microsoft, news releases, SEC, SEC filings, securities, technology, XBRL, yahoo
By Dominic Jones on November 12, 2007
A U.S. hedge fund has launched a proxy battle against a small-cap fast food chain using an unconventional combination of billboard ads and a website to rattle the company’s board and get its message out to sympathizers.The Texas-based Lion Fund has posted ads on billboards around Indianapolis, Indiana, home base of The Steak n Shake [...]
Posted in Articles | Tagged blogs, communications, EDGAR, finance, Investor Relations, management, SEC, SEC filings, strategy, yahoo
By Dominic Jones on October 9, 2007
THE U.S. Securities and Exchange Commission (SEC) continues its steady march on the road to mandatory XBRL reporting with the creation of a new office inside the agency. David Blaszkowsky, 45, an 11-year veteran of McGraw-Hill and its Standard & Poor’s division, will quarterback the SEC-wide “disclosure modernization program” as director of the new Office [...]
Posted in Articles | Tagged CIRI, disclosure, financial reporting, Investor Relations, NIRI, SEC, SEC filings, securities, XBRL
By Dominic Jones on September 6, 2007
By Dominic Jones IT’S my view that investor relations at public companies has become more and more a compliance function and less of a communications one. I think the best example of this is the advent of the 10-K wrap. In just a few years, these phone books masquerading as shareholder communications have gone from [...]
Posted in Articles | Tagged blogs, communications, disclosure, Investor Relations, law, management, NIRI, SEC, SEC filings, shareholder.com, XBRL
By Dominic Jones on June 4, 2007
By Dominic Jones A WEEK or so ago, the Financial Times seemed to jump to conclusions when it reported that the U.S. Securities and Exchange Commission (SEC) was working on a rule to make XBRL mandatory for all companies. No other media with any credibility followed up on that story, and in my earlier piece [...]
Posted in Articles | Tagged finance, financial reporting, SEC, SEC filings, securities, technology, XBRL
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