Category Archives: Wall Street / Main Street Survey

Infographic & question #36: How do you define your investment style?

“Retail investor?” “Mom & pop?” “Day trader?” “Pump-n-dumper?” Who are individual investors and how do you target them? Which types are best for your needs?

Individual investors are not in the ken of every IR department – however they are meaningful for large consumer brands – courting “investomers” – as well as bringing treasured liquidity for small and microcaps. Regardless, we all want to avoid the activities that encourage stock pumping.

As you see below, almost 90% of the audience we target our IR clients towards see themselves as a valuable commodity.

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Infographic & question #35: Do you make your own decisions about your portfolio?

Without question, individual investors are not the driving focus for most investor relations departments – you cannot build an actual “relationship” as you do with a portfolio manager at TIAA-CREF (for example).

But individual investors can be an “inspiration” to keep your shareholder communications (a sub-set of IR) crisp and clear. As you see below, over 80% of active retail investors ARE setting their own course… and our complete study details how they are doing that.

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Infographic & question #34: Do you want visuals (slides) on earnings calls?

In the marketing world, visuals (like below) are the content currency of the web. How does this align with investors? Over 90% of investors would like visuals – over half say it will build shareholder confidence.

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Infographic & question #33: Have you ever heard of using XBRL?

Much to the ire of corporations ( as well as Rep. Robert Hurt and House Oversight Committee Chairman Darrell Issa ), XBRL has a long way to go to prove its ROI. That’s not new to us at PR Newswire – Vintage Filings. It’s actually a driver for the continuing success of our “fleXBRL” program. We’ll match the XBRL solution to your workflow and budget, reducing the benefit to cost chasm. Strong emphasis on “budget.”

Investors are not using XBRL, mostly as they may not have a clear path to use it.

Q33

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Infographic & question #32: Do you “Bing” or “Google” for new investment opportunities?

As you would imagine, the straight-up PR teams within PR Newswire place great emphasis on helping clients maximize their Search Engine Optimization. Google’s 2013 “readjustment” of their search algorithms made our SEO guidance even more germane.

We all know why proper SEO is essential for marketing products and services ~ but what about investor relations?  Do investors broadly search for “new investments opportunity” as they broadly search for say… “grow hair?” A surprising amount do.

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Infographic & question #31: What is your preference for printed Annual Reports?

The SEC’s 2009 Notice & Access for Delivering Shareholder Meeting Materials regulation (and the eProxy process) dramatically lowered proxy voting participation.

It also altered how corporations produce their annual report. Many companies took the regulation as an opportunity to not only reduce the quantity of print (…which is a $mart idea) but also reduce the “marketing element” of the annual report: just-the-facts-ma’am 10-K wraps became the norm for many issuers, regardless of market-cap.

Do investors miss the corporate color (pun intended) that the high gloss, brochure-like annual reports delivered? Marketing-wise, it is a perfect targeted tool to tell the intangible success stories of the previous year. 

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Infographic & question #30: Do you notice any meaningful difference between investor relations websites?

Are investor relations websites important? Of course they are. This month’s IR Magazine article titled “IR Websites: overpriced and underused” highlighted some of the interesting findings of our newly updated Shareholder Confidence 365 study. You can download the full whitepaper report PDF here.

The questions that arise from the study is in context to the level of energy and effort an investor relations department needs to expend to meet shareholders’ and potential investors’ need. Marketing departments measure the “energy and effort” (aka $$$) to assure our ROI on our “micro-sites – that’s how IROs can measure too.

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New Shareholder Confidence 365 Study Reports on How Investors Consume Investor Relations Content

One year in the making, PR Newswire whitepaper offers new insights on IR “content marketing”

NEW YORK, Sept. 13, 2013 / PR Newswire, a global provider of shareholder, compliance and multimedia communications platforms, together with its CNW and Vintage Filings division, today announced the release of a new white paper that explores how investors consume investor relations content provided by a public company.

The Shareholder Confidence 365 Study is an ongoing survey targeted to the three key constituents with whom public companies communicate: institutional investors, individual investors and the financial media. Distribution includes an opt-in list of 20,000 individual and professional investors sourcing over 10,500 individual responses. The data found within the white paper is unedited.

The Shareholder Confidence 365 Study is available for download here.

365cover2Study questions:

  • Would you / do you invest in a public company that does not have an Investor Relations website?
  • For the stocks that you CURRENTLY OWN, how often do you visit the Investor Relations websites of those companies?
  • When researching NEW stock investment opportunities, do you visit the Investor Relations websites of those companies?
  • What is the #1 reason you visit a company’s Investor Relations website?
  • Where do you regularly view stock price charts and graphs?
  • Where do you regularly view SEC files?
  • For the stocks that you CURRENTLY OWN or follow, do you receive their news releases directly from the company via email? (Investor relations alerts)
  • For the stocks that you CURRENTLY OWN or follow, do you listen to the company’s quarterly earnings webcasts?
  • When researching NEW stock investment opportunities, do you listen to the company’s quarterly earnings webcasts?
  • When do you listen to earnings calls?
  • In comparison to audio-only earnings webcasts, would live video webcasts of a company’s CEO inspire more trust?
  • Do you read written transcripts of a company’s earnings call?
  • Do you use Twitter and/or StockTwits for stock research and investor news updates?  
  • Have you ever / do you use the advice from investment blogs / stock opinion newsletters?
  • How often do you suggest or recommend specific stocks and investments to other people?
  • Do you use an iPad or similar mobile smart device / tablet?
  • For the stocks that you CURRENTLY OWN or follow, do you read the Annual Reports of those companies?
  • When researching NEW stock investment opportunities, do you read the Annual Reports of those companies?
  • If you read Annual Reports, what format do you prefer?
  • Have you ever physically attended an Annual Shareholder Meeting?
  • Do you exercise your annual vote regarding Annual Report / Proxy issues?
  • Do you watch or listen to companies’ investor presentations online? (webcast slide presentations)
  • Do you regularly attend investor conferences to watch/listen to company presentations?
  • Have you ever asked a question directly to a public company / investor relations department by telephone or email?
  • Does a company’s “corporate governance” (Board of Directors, CEO compensation, etc.) weigh in on your investment decision?
  • Does it matter to you which stock exchange your investments (public companies) are listed on? 

The study’s creator, Bradley H. Smith, Director of Marketing for PR Newswire and Vintage Filings, was interviewed in IR Magazines’ recent article titled IR websites: overpriced and underused: Who visits and for what? An aficionado has been getting answers.

From IR Magazine:

Smith is an astute observer of IR websites having worked at Shareholder.com before and after its acquisition by NASDAQ. A pioneer blogger in the IR sphere, he has always made his objective clear: he’s a marketing officer selling products and services – including PR Newswire’s IR Room for creating and hosting IR websites. But he is also intent on uncovering points of best practice for IROs.

‘I wanted to know very tactically who is looking at all this stuff on IR websites and how investors are consuming the content,’ Smith says. ‘If 25 percent of users only go to company websites once a quarter, then companies are spending $15,000 a year and up on a tool that’s just sitting there.’

Smith’s point is not that the spending is wasted but that it may be misdirected. He doesn’t doubt websites are critical; over half of the investors he surveyed said they wouldn’t invest in a company unless it had an IR website.

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About PR Newswire

PR Newswire (www.prnewswire.com) is the premier global provider of multimedia platforms that enable marketers, corporate communicators, sustainability officers, public affairs and investor relations officers to leverage content to engage with all their key audiences. Having pioneered the commercial news distribution industry 58 years ago, PR Newswire today provides end-to-end solutions to produce, optimize and target content — from rich media to online video to multimedia — and then distribute content and measure results across traditional, digital, mobile and social channels. Combining the world’s largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire enables the world’s enterprises to engage opportunity everywhere it exists. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and the Asia-Pacific region, and is a UBM plc company.

About Vintage Filings

PR Newswire’s Vintage Filings division is a full-service financial filing and printing firm and a leading partner for all your XBRL filing needs. With more than 4,500 public company clients, Vintage is one of the fastest growing compliance firms nationwide. Vintage partners with its clients to provide the knowledge and service necessary to meet the SEC’s ever-changing filing regulations. Vintage Filings provides high-quality, cost-effective compliance filings and production services, including EDGAR Filings, typesetting, XBRL tagging, section 16 filings, investment management services, drafting sessions, virtual data rooms (VDR) and more.

CONTACT and MEDIA INTERVIEWS

Bradley H. Smith
Director of Marketing, IR and SEC Compliance Solutions
PR Newswire
201 942 7157
Bradley.smith@prnewswire.com

Infographic & question #29: Have you ever bought an IPO stock on its first day trading in the market?

A lot of energy is spent on IPOs. The financial media watch them with great zeal, pundits look to them as an economic indicator of growth, the companies’ themselves view the transition from private to public as a monumental success milestone.  We here at PR Newswire / Vintage Filings help companies work with the SEC to draft and file their S-1. (watch video).

But for all the bell ringing and clapping celebrations, how many investors actually take a position on Day One?

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Infographic & question #28: Do you use corporate earning guidance and analysts’ consensus in your investment decision process?

Should companies offer guidance? The universal answer is “yes” of course, but are your investor’s using your guidance? They are… and at par with analysts’ consensus numbers. Giving guidance, whether financial or non-financial, assures your voice is in the investor mosaic.

Click to get a full report.
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