MR Investor Select© - $10 per report (available in single, five and ten report packages).
- Investor Select our flagship Merriam Report for evaluating individual companies and stocks of interest. Ideal for
advisors, managers and self-directed retail investors who demand sophisticated, concise and easily digestible
financial analytics. Maximum ten reports per order.
- MR Focus List reports offer investors our best ideas of companies whose stock prices we believe may be poised
for significant movement in the near future. We highlight companies displaying improving earnings and cash flow as
well as companies exhibiting deteriorating earnings quality and poor liquidity. Ideal for long and short investment
ideas.
Focus List reports also include a summary of our analysis, highlighting those areas and relationships within the
financial statements which may be a catalyst for a stock's move up or down in the near future.
Merriam Report Spreadsheet for Excel™ - $39.99 MR template sold individually.
- MR for Excel® offers investors unlimited report generation and flexibility to adjust financial statement line-item
entries in the income statement, balance sheet and statement of cash flow. Multi-industry and sector capability. Not
recommended for analyzing bank, insurance and other financial services securities.
Each MR for Excel® template program includes a master file, back-up files, "sample" file (a handy reference tool)
and easy set-up instructions. Analyzes 7 quarterly or annual periods of data. Layout and presentation is similar to
Investor Select and Focus List reports.
Requires basic working knowledge of Microsoft Excel® and takes about 30 minutes to link worksheets with Excel®
plug-in and data feeds.
Merriam Report Quarterly Newsletter - $49.00 per year (annual subscription)
- Subscribers of the MR Quarterly receive four editions each year. Each issue includes analysis and commentary on
3 - 4 companies selected by the editor. Relevant and timely, the MRQN identifies the most financially stable
businesses within a sector or peer group.
In-depth financial statement analysis for each company and includes a detailed summary highlighting strengths and
weaknesses in the financial reports likely to impact futire price movements in the stock. Merriam Report Quarterly
is ideal for investors seeking new ideas or desiring a more thorough perspective of the financial and accounting
characteristics within an industry or sector group. Includes complete MR data for all companies.
Merriam Reports include analysis for seven quarterly periods. Excel ® is a registered trademark of the Microsoft® Corporation
Copyright © 2005-2011 Merriam Report Investment Research, MR Focus List, MR Quarterly Newsletter, MR Investor Select, MR Spreadsheet for
Excel® All Rights Reserved. Created by Jason S. Merriam and merriamreport.com
Broad Industry Coverage: MR research capability offers a diverse universe of industry and sector coverage. We are
constantly adding new coverage to our database.
Merriam Investment Research Consulting Services
Merriam Investment Research also provides cost effective analysis solutions to clients requiring project
specific or integrated financial statement expertise.
- • Analysts (buy-side, sell-side, equity or debt focus)
• Portfolio Managers and Investment Advisors
• Journalists
- • Forensic Accounting & Due Diligence
• Securities Litigation Support Services
- • Academic Research
For more information regarding our consulting services please contact: Jason Merriam jsmerriam@merriamreport.com
Privacy: Merriam Report Investment Research values the privacy of our clients and this policy is rigidly observed. ALL inquiries are
strictly confidential.
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| We offer discounts to investment clubs and qualified learning institutions. Contact us for more information and rates |
We also offer discounts for:
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Contact us for more information
| "The Merriam Report Quarterly Newsletter gives us lots of bang for our (research) buck" R. Taylor, Santa Monica, CA |
Innovative financial statement analysis for the serious investor. "Invest with your head, not over it" |
| Merriam Report Equity Research: Dual cash-flow, accrual and capital productivity tools to analyze stocks and bonds. Financial statement analysis you can sink your teeth into |
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| Detailed information regarding our cost-effective research solutions is available here. |