The Merriam Report©
Welcome to the Merriam Report© Website
The Merriam Report provides innovative financial research and investment analysis on most
public traded companies.  The
MR model utilizes an unconventional cash-flow analysis
methodology to evaluate the "true" earnings quality of a company's reported numbers.

Fact: Stock prices of companies with rising operating cash flow generally outperform stocks of
companies exhibiting declines in operating cash-flow.  

Unlike traditional cash-flow analysis, the
Merriam Report digs deeper and compares the
changes in key numbers reported on the income statement, balance sheet and cash-flow
statement.

The difference (or spread) between these figures provide vital clues to how a company states
its earnings and whether earnings are supported by actual operating cash flow, or "fluffed" via
financial engineering.  

More importantly, the MR reveals how well a company is managing its cash.

The Merriam Report  “dual cash-flow”  model provides consistent, often predictive and
remarkably accurate analysis.   Equally effective in identifying undervalued opportunities
and
in revealing stocks with potential problems.  

Our unique algorithm analyzes specific historical data from a company’s reported financial
statements over a seven period of time  (quarterly or annually).  

Results are displayed with clearly defined signals/indicators and includes our proprietary
Merriam Report Score to determine the estimated fair-value of the security.  The MR's user
friendly design provides investors comprehensive and graphic analysis of the research.

Recent enhancements to the
MR include in depth accrual (non-cash) analysis and revenue /
capital productivity metrics.  

The
Merriam Report provides vital investment research that any investor can use.  
Experienced investors will enjoy the depth of content and consolidated presentation.  Novice
investors will find the
MR's user friendly design and color-coded signals to be an excellent
introduction to fundamental investment analysis.
Quality of Earnings Investment Research and Analysis
The MR model may spot
problems months before they
show up in earnings or
conventional analysis.
MIS
Merriam Investor Services
Portfolio Analysis & Financial Research since 1990

What our clients are saying

"The Merriam Report is a
prerequisite in our portfolio
analysis.  No gimmicks, just the
facts."
JDF  Boston, MA

"We believe the MR is as close
to a crystal ball you will ever get!"
CC San Diego, CA  

"As a technical analyst, the
Merriam Report helps the charts
speak to me".
CK San Francisco, CA
© Jason S. Merriam, MIS, merriamreport.com  2008, 2009, 2010.  All rights reserved

Powerful
fundamental
analysis to succeed
and profit in today's
volatile market.  

Equities

Preferred Stocks

Bonds

Closed-end
Funds

ETF's

The MR identifies
undervalued stocks
and reveals
companies in
trouble months
before Wall St. does.

The Merriam Report reveals
how well a company is
managing its cash.
The MR features
enhanced analytics and
graphics including:
Goodwill / Intangibles
Accrual Comparisons
OCF & BSCF Comparisons

View the Merriam Report now

We also offer the Merriam
Report
Focus List
The focus list highlights companies
we believe are poised to make
significant moves up or down in the
next few months.    
Counter
Focus List Updates:
2-20-10
Portfolio Manager &
Investment Advisor
Information