Welcome to the Mergent InvestorEdge
Help and How-To
Browse InvestorEdge Help:
Account
Access:
Searching:
Recommendation
(Other Criteria) Search
Results:
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.
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
Account
Access:
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.
Searching:
Company Name Search
- 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."
- Click the Search button or click the Reset button to clear all search fields and begin again.
Ticker Symbol Search
- 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
- Click the Search button. Narrow your search by providing additional criteria or click the Reset button to clear all search fields and begin again.
CUSIP Search
- 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
- Click the Search button. Narrow your search by providing additional criteria or click the Reset button to clear all search fields and begin again.
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
Recommendation (Other Criteria) Search
Recommendation (Other Criteria) Search
- 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 |
|
- Click the Search button. Narrow your search by providing additional criteria or click the Reset button to clear all search fields and begin again.
Industry Search
- 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.
- Click the Search button or click the Reset button to clear all search fields and begin again.
Results:
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.
- Click the linked Adobe Acrobat Reader icon in the "Stock Report" column to display a specific equity report.
Accessing Mergent Equity Reports
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.