Welcome to the Mergent InvestorEdge Help and How-To

 

Browse InvestorEdge Help:

What is InvestorEdge

Mergent Equity Reports

 

Account Access:

Logging In

 

Searching:

Company Name Search

Ticker Symbol Search

CUSIP Search

BETA Search

Recommendation (Other Criteria) Search

Industry Search

 

Results:

Navigating Results Pages

Accessing Mergent Equity Reports

 

 

 

 

 

Browse InvestorEdge Help:

What is InvestorEdge

 

What is InvestorEdge

Mergent InvestorEdge provides a powerful business research tool, access to important company documents and the financial information you need to make smart investment choices.

Mergent InvestorEdge houses over 4000 Equity Research Reports, updated weekly, providing expert analysis and buy, sell, and hold recommendations from Ford Equity Research.

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Go to Mergent Equity Reports

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Mergent Equity Reports

 

Mergent Equity Reports

Mergent Equity Research Reports provide information concerning the health and behavior of an organization's stock on the stock market.  Equity Reports are available only for companies traded on United States stock market exchanges.  They offer information about the stock's performance rating, recent developments which might affect the stock's value or behavior, prospects, and earnings forecasts.

Go to Company Name Search

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Account Access:

Logging In

 

Logging In

To Log In to your Mergent InvestorEdge account type your user name and password into the appropriate fields on the landing page.  Remember the usernames and passwords are case sensitive.

 

2.      If you have forgotten your username and password click the "Forgot your username/password?" link in the Login box.  A pop-up window will appear to allow you to input your username to have your password e-mailed to you. 

 

 Go to Company Name Search

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Searching:

Company Name Search

 

Company Name Search

  1. To search for equity reports by organization, type any part of a company name into the text box.  The wildcard (*) may be placed anywhere at the beginning, middle, or end of a name to return search results containing words or word parts anywhere in the company title. Ex.) Micro will return all company names that contain the word parts "micro" and "soft" such as "Microfast Software Corp."

  1. Click the Search button or click the Reset button to clear all search fields and begin again. 

 

Go to Ticker Symbol Search

Navigating Search Results

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Ticker Symbol Search

 

Ticker Symbol Search

  1. A symbolic combination of letters and/or numbers used to reference publicly-traded shares for a particular corporation on a particular stock market, a "ticker symbol" is usually specific to U.S. stock symbols. Ex.) Microsoft's ticker symbol: MSFT.  Tickers must be exact matches in order to return search results. All tickers are checked against United States and Canadian stock exchanges.

 

  1. Click the Search button.  Narrow your search by providing additional criteria or click the Reset button to clear all search fields and begin again.

 

Go to CUSIP Search

Navigating Search Results

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CUSIP Search

 

CUSIP Search

  1. A CUSIP is a 9-character alphanumeric securities identifier distributed by the Committee on Uniform Security Identification Procedures with the intention of facilitating the clearing and settlement of trades. Ex.) Microsoft's CUSIP number: 594918104

 

  1. Click the Search button.  Narrow your search by providing additional criteria or click the Reset button to clear all search fields and begin again.

 

Go to BETA Search

Navigating Search Results

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BETA Search

 

BETA Search

In finance, the beta (β) of a stock or portfolio is a number describing the relation of its returns with that of the financial market as a whole.  An asset with a beta of "0" means that the price is not at all correlated with the market; that asset is independent.  A positive beta means that the asset generally follows the market.  A negative beta means that the asset inversely follows the market; the asset generally decreases in value if the market goes up and vice versa.

2.      Searching using the BETA function allows you to find equity reports for stocks which have a specific value and relationship with the movement of the financial market.   Search by beta by clicking any of the following:

a.       Greater Than

b.      Less Than

c.       Range

For  Greater Than or Less Than, fill the "From" box in only with a number value of interest

For Range, fill the "From" box in with the lowest value of interest and the "To" box in with the largest value of interest.

3.       Click the Search button.  Narrow your search by providing additional criteria or click the Reset button to clear all search fields and begin again.

 

Go to Recommendation (Other Criteria) Search

Navigating Search Results

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Recommendation (Other Criteria) Search

 

Recommendation (Other Criteria) Search

  1. Search using a variety of buying and selling behaviors by selecting the radio button next to the corresponding criteria.  Only one radio button may be selected at any one time.  The following is a list of the available buy/sell behavioral criteria:

a. New Strong Buys

f.  All Strong Buys

k. Large Cap Strong Sells

b. New Strong Sells

g. All Strong  Sells

l.  Mid Cap Strong Sells

c. All Buys

h. Large Cap Strong Buys

m. Small Cap Strong Sells

d. All Sells

i. Mid Cap Strong Buys

 

e. All Holds

j. Small Cap Strong Buys

 

 

  1. Click the Search button.  Narrow your search by providing additional criteria or click the Reset button to clear all search fields and begin again.

 

Go to Industry Search

Navigating Search Results

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Industry Search

 

Industry Search

  1. To retrieve equity reports for specific industries you may use the industries file tree to make one or more selection.  Your view will begin with four broad industry categories: Consumer, Mining and Manufacturing, Construction, and Services.  Clicking the box with the (+) sign located to the left of the small folder icon will expand the tree to show more subfolders and categories. 

Clicking the empty square to the right of the folder icon will automatically select all folders and subfolders within that category.  For example, clicking the empty box next to the category Consumer will select all folders and subfolders housed within that industry category. 

For a smaller selection expand the Consumer folder by clicking the (+) sign next to its folder icon.  This will display a list of subcategories including Automotive, Consumer Goods, Food and Beverage, and Retail Stores.  Narrow your search further by clicking the (+) sign next to one of these category folders such as Consumer Goods.  This will expand an even narrower list of categories such as Cosmetics and Toiletries, Drugs, Home Appliances, and Home Furnishings.

 

You may choose to select one of these categories or continue to narrow your search criteria by repeating the above process until all folders have been expanded. When this happens, you will see a final list with an icon resembling a Microsoft Word document next to each category.  Lists featuring this icon cannot be expanded again.

  1. Click the Search button or click the Reset button to clear all search fields and begin again.

 

Navigating Search Results

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Results:

Navigating Results Pages

 

Navigating Results Pages

1.       Your search results will appear in your window once clicking the "Search" button for any of the criteria available on the search page. The company name is displayed under the "Company" tab, followed, by default, by the "Ticker," "Exchange," "CUSIP," "Stock Report," and "Recommendation" columns. 

 

At the bottom of the results window is a page indicator which will inform you of how many pages of results you have retrieved.  A text window makes jumping to a particular page easy.  Simply type a page number into the box and click Enter on your keyboard to jump to that page.  You may also navigate through pages or jump to the first or last page using the arrows located to either side.

By right clicking any tab you may sort the list by ascending and descending order.  You may also limit which tabs appear by hovering over the "columns" option in the drop down menu for each column and toggling the check boxes beside each respective tab's title. 

Additionally, by pressing and holding the left mouse button over a specific tab, you can drag that tab to rearrange the order of the columns on the page.

 

  1. Click the linked Adobe Acrobat Reader icon in the "Stock Report" column to display a specific equity report.

 

Accessing Mergent Equity Reports

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Accessing Mergent Equity Reports

 

Accessing Mergent Equity Reports

All equity reports are provided in the form of .PDF files the links for which are represented by an Adobe Acrobat Reader icon in the "Report" column on the search results page.  The reports will appear in a separate pop-up window for you to browse.  Scroll through pages or change page options and navigate through the report using the icons in the options bars that appear at the top and left hand side of the new window.  Hovering the mouse pointer over each icon will display a text descriptor for the icon's respective function. 

 

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