Financial Statement Analysis Seminar
publication date: Nov 18, 2015
author/source: Valuentum Editorial Staff
Interested in learning more about financial statements?
Please contact us at firstname.lastname@example.org for more details. In this seminar, Valuentum's President of Investment Research Brian Nelson walks through the in's and out's of financial statement analysis.
What We Learn:
How to assess the operating strength and earnings power of a company (income statement)
How to assess the financial health and leverage of a company (balance sheet)
How to assess the cash flow generating capacity and capital intensity of a company (cash flow statement)
How the Valuentum team predicts dividend cuts and assesses long-term dividend safety
The myriad risks of master limited partnerships (MLP) and real estate investment trusts (REITs)
How to assess earnings quality and common financial warning signs
About the Speaker:
Brian Nelson is the president of equity research and ETF analysis at Valuentum Securities.
He is the architect behind the company’s research methodology and processes, developing the Valuentum Buying Index rating system, the Economic Castle rating, and the Dividend Cushion ratio. Mr. Nelson has acted as editor-in-chief of the firm’s Best Ideas Newsletter and Dividend Growth Newsletter since their inception.
Before founding Valuentum in early 2011, Brian worked as a director at Morningstar, where he was responsible for training and methodology development within the firm's equity and credit research department. Prior to that position, he served as a senior industrials securities analyst covering aerospace, airlines, construction, and environmental services companies.
Before joining Morningstar in February 2006, Mr. Nelson worked for a small capitalization fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. He holds a Bachelor's degree in finance and a minor in mathematics, magna cum laude, from Benedictine University. Mr. Nelson has an MBA from the University of Chicago Booth School of Business and also holds the Chartered Financial Analyst (CFA) designation.
Brian is frequently quoted in the media and has been a frequent guest on Nightly Business Report, Bloomberg TV, CNBC, and the MoneyShow.
Mr. Nelson is very experienced valuing equities, developing discounted cash-flow models used to derive the fair value estimates for companies in the equity coverage universes of two independent investment research firms, including Valuentum.
Brian worked on a small cap fund and a micro cap fund that were ranked within the top 10th percentile and top 1st percentile within the Small Cap Lipper Growth Universe, respectively, in 2005.
Brian led the charge in developing Morningstar's issuer credit ratings, creating and rolling-out one of the firm's proprietary credit metrics, the Cash Flow Cushion.
Past results are not a guarantee of future performance. The Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Results are hypothetical and do not represent actual trading. Valuentum is an investment research publishing company.