Conference Call

A multi-party telephone call hosted by a company, primarily for analysts, shortly after making an earnings announcement. 

Portfolio

Holdings of securities by an individual or institution. A portfolio may include various types of securities representing different companies and industry sectors.

Consolidated Short Position Report

A consolidated report that includes the total shares short (as of the trade date) and the net change from the previous report, for both TSX and TSX Venture Exchange listed issues. Under UMIR rule 10.10, all TSX and TSX Venture Exchange Participating Organizations and Members must report the firm’s short position on a semi-monthly basis to TSX Datalinx. Non-clearing firms may report through the firm that is responsible for their clearing.

Consumer Stock

This is a category of stock of companies that produce consumer-oriented products like food, beverages, tobacco, and pharmaceuticals.

Preferred Shares

These are a type of stock issued by a company. Preferred shares give such shareholders a fixed dividend from the company’s earnings. Preferred shareholders also get paid before common shareholders.

Preferred Stock

Debt instruments. Preferred shareholders are paid ahead of common stock holders in the event the corporation is liquidated. Convertible preferred shares can be converted into common stock according to predetermined conditions.

Cash Settlement

Settlement of an option contract not by delivery of the underlying shares, but by a cash payment of the difference between the strike or exercise price and the underlying settlement price.