Report Search

The Report Search allows you to the Mergent Online database for Mergent’s Equity Portraits and Industry Reports. 

This search tab consists of two sub-search pages:

·         Equity Reports
This page displays by default when you click on the Report Search tab.  Mergent Equity Reports offer detailed earnings and activity projections for specific, publicly traded US companies with buy, sell, hold recommendations. 

o    Search Options – There are three categories of information by which you can search for Mergent Equity Reports.  You may search by using just one or any combination of these categories together.

§  Search by Company Name – In the edit box, enter the name of the company you wish to find an Equity Report for.

§  As you begin to enter a company’s name or ticker symbol a drop down box will expand beneath the edit box with a list of 15 names of companies meeting that criteria and a total number at the bottom.  The more parts of the name you include, the information in this drop down window will change to reflect the new criteria, allowing you to quickly expand or narrow your search.

§  If you see the name of the company you are searching for in the results match window, you can click on the company name to automatically place the name in the text box. 

§  Search by Ranking – The ranking search allows you to search Equity Reports based on the buy, sell, hold recommendations assigned to the most recent company portrait.  If you are looking for a number of companies with a specific ranking or rankings, click the check boxes beside the options most appropriate to your desired criteria.

§  New Strong Buys

§  New Strong Sells

§  All Buys – Click the check box here if you are interested in finding all reports with a buy recommendation.

§  All Sells – Click the check box here if you are interested in finding all reports with a sell recommendation.

§  All Holds – Click the check box here if you are interested in finding all reports with a hold recommendation.

§  All Strong Buys – Checking this box will have Mergent Online search all reports that have a strong buy recommendation whether it is Large, Mid, or Small cap.

§  All Strong Sells – Checking this box will have Mergent Online search all reports that have a strong sell recommendation whether it is Large, Mid, or Small cap.

§  Large Cap Strong Buys

§  Mid Cap Strong Buys

§  Small Cap Strong Buys

§  Large Cap Strong Sells

§  Mid Cap Strong Sells

§  Small Cap Strong Sells

§  Beta – Clicking this check box will open a text box in which you can specify a ranking recommendation that may not have been listed.

§  Search by Industry – The industry search will allow you to look for Equity Reports for companies operating in a specific industry.  There are 4 umbrella categories organized in a topic tree format that may be expanded or collapsed.  For a list of all industries available see below. 

§  Consumer

§  Mining & Manufacturing

§  Construction

§  Services

§  Click Expand All to expand all category trees completely.

§  Click Collapse All to collapse the topic tree back to the main 4 industry classifications.

§  Make your industry selections by clicking the check box next to a classification of interest.  Note: Clicking the check box beside a classification with a parent_maximise.gif beside it will check that box and all sub-categories listed with it.

§  Once you have made all of your selections, click Search to begin searching for Equity Reports that match your chosen criteria.

§  Click Reset to clear all fields. 

o    Equity Report Search Results

§  Once you have inputted your criteria and clicked Search, you will be redirected to the Equity Report Search Results page. 

§  By default, results that match all criteria you entered will display first in the results list on the page. 

§  It is possible to generate a results list for a single category of criteria without performing another search.  At the top of the results page is a box with three tabs:

§  Company – Clicking the Company tab will cause Mergent Online to search for results that satisfy the Company Name criteria you entered in your previous search only.  Note: You cannot change the criteria you inputted in your original search without performing a new search.

§  Rankings – Clicking the Rankings tab will cause Mergent Online to search for results that satisfy the Ranking criteria you entered in your previous search only.  Note: You cannot change the criteria you inputted in your original search without performing a new search.

§  Industry - Clicking the Industry tab will cause Mergent Online to search for results that satisfy the Industry criteria you entered in your previous search only.  Note: You cannot change the criteria you inputted in your original search without performing a new search.

§  Click the link at the bottom of this box to revert the results list back to showing results for all criteria searched. 

§  Navigating Multiple Pages of Results - To navigate multiple pages of results, use the page navigation tools at the top of the results list.

Search Results Page Navigation.jpg

§  Other Results List Features

§  Customizable Columns – You can customize the order and category by which your results are organized by clicking the column headers. 

§  Clicking once will organize the results by that column’s data in ascending order.

§  Clicking a second time will organize the results by that column’s data in descending order. 

§   By default Equity Report Search Results are organized in ascending alphabetical order by Company Name.

§  Search Within Results

§  Company Name – To search for a specific company within the list of results provided for your search, use the Search Within Results text box at the top right of the results screen.  As you begin to type the company’s name your results will change for each letter you include, narrowing as your search becomes more specific.  

§  Recommendation – If you have searched for several different rankings but want to look at results for only one type, use the Search Within Results text box at the top right of the results screen.  As you begin to type the specific recommendation, your results will change to match the specific search. 

§  Ticker - To search for a specific company by ticker symbol within the list of results provided for your search, use the Search Within Results text box at the top right of the results screen.  As you begin to type the company’s ticker symbol, your results will change for each letter you include, narrowing as your search becomes more specific.  

§  Exchange - To search within your results for companies listed on a particular stock exchange, use the Search Within Results text box at the top right of the results screen.  As you begin to type the exchange your results will change for each letter you include, narrowing as your search becomes more specific.  

§  CUSIP - To search for a specific company within the list of results provided for your search by CUSIP, use the Search Within Results text box at the top right of the results screen.  As you begin to type the numbers your results will change for each number you include, narrowing as your search becomes more specific.  

§  Erase the criteria you type in the Search Within Results box to retrieve your full results list again. 

§  View a Company’s Page – You can jump directly to the company details page for any company listed in your search results by clicking the company’s name in the Company Name column.

o    Viewing Reports
Equity Reports that match your criteria will be displayed in the table below the tabbed filter options box. Each result shows the Company Name, Recommendation, Ticker Symbol, Exchange, and CUSIP.  If a report is available for a particular company an Adobe Acrobat Reader Download button will appear in the Stock Report column to the far right. 

§  Acrobat Reader Download Button – This button will open/download the report into .PDF format.

·         Industry Report Search
This page displays search options for searching Mergent Industry Reports.  With the filter options on this page you can easily search through the full list of industry reports available to your Mergent Online subscription.

o    There are four criteria by which you can search for Industry Reports.   specifying specific filtering options, you can narrow the number of reports displayed to more easily find the ones you are searching for.

§  Search by Company - In the edit box, enter the name of the company you wish to find an Equity Report for.

§  As you begin to enter a company’s name or ticker symbol a drop down box will expand beneath the edit box with a list of 10 names of companies meeting that criteria and a total number at the bottom.  The more parts of the name you include, the information in this drop down window will change to reflect the new criteria, allowing you to quickly expand or narrow your search.

§  If you see the name of the company you are searching for in the results match window, you can click on the company name to automatically place the name in the text box. 

§  Search by Region – Click on the check box for any region or regions of interest to you. Note: If a region appears grayed out and is not selectable it may mean that your subscription to Mergent Online Industry Reports does not include reports covered in that region. 

§  Click Check All to select all regions.

§  Click Uncheck All to deselect all regions already checked.

§  Search by Industry – Click on the check box for any industry or industries of interest to you. 

§  Click Check All to select all industries.

§  Click Uncheck All to deselect all industries already checked.

§  Search by Range – Enter the start and end dates in the fields provided to display a specific time period. You can use the calendar icon (calendar.gif) to open a pop-up window with a calendar to click on the date you wish to select. Clicking in the text field will automatically drop down a calendar from which you can also select dates.
Note: Dates must be entered in the format: MM/DD/YYYY.

§  Click the And/Or radio buttons to specify further whether you would like to search for results that satisfy all criteria or that satisfy at least one of your criteria.

§  Click Search to display the list of reports that match your filtering criteria.

§  Click Show All to display all industry reports available for that company.

o    Industry Report Search Results

§  Once you have inputted your criteria and clicked Search, you will be redirected to the Industry Report Search Results page. 

§  By default, results that match all criteria you entered will display first in the results list on the page. 

§  It is possible to generate a results list for a single category of criteria without performing another search.  At the top of the results page is a box with three tabs:

§  Industry – Clicking the Industry tab will cause Mergent Online to search for results that satisfy the Industry criteria you entered in your previous search only.  Note: You cannot change the criteria you inputted in your original search without performing a new search.

§  Region – Clicking the Region tab will cause Mergent Online to search for results that satisfy the Region criteria you entered in your previous search only.  Note: You cannot change the criteria you inputted in your original search without performing a new search.

§  Date Range - Clicking the Date Range tab will cause Mergent Online to search for results that satisfy the Date Range criteria you entered in your previous search only.  Note: You cannot change the criteria you inputted in your original search without performing a new search.

§  Click the link at the bottom of this box to revert the results list back to showing results for all criteria searched. 

§  Navigating Multiple Pages of Results - To navigate multiple pages of results, use the page navigation tools at the top of the results list.

Search Results Page Navigation.jpg

§  Other Results List Features

§  Customizable Columns – You can customize the order and category by which your results are organized by clicking the column headers. 

§  Clicking once will organize the results by that column’s data in ascending order.

§  Clicking a second time will organize the results by that column’s data in descending order. 

§   By default Industry Report Search Results are organized in descending order by date (Most recent first). 

§  Search Within Results

§  Document Date – To search for a specific company within the list of results provided for your search, use the Search Within Results text box at the top right of the results screen.  As you begin to type the company’s name your results will change for each letter you include, narrowing as your search becomes more specific.  

§  Name or Industry – If you have searched for several different industries but want to look at results for only one, use the Search Within Results text box at the top right of the results screen.  As you begin to type the specific industry name, your results will change to match the specific search. 

§  Description - To search for a reports with specific words or descriptions within the list of results provided for your search, use the Search Within Results text box at the top right of the results screen.  As you begin to type a key word or words in the description, your results will change for each letter you include, narrowing as your search becomes more specific.  

§  Region - To search within your results for reports for particular regions, use the Search Within Results text box at the top right of the results screen.  As you begin to type the region your results will change for each letter you include, narrowing as your search becomes more specific.  

o    Viewing Reports
Industry Reports that match your filter criteria will be displayed in the table below the filter options. Each result shows the Document Date, the Report Name, the Region the report is for, and the report’s Industry.  Each report has a View and an Adobe Acrobat Reader Download button to the far right. 

§  View Link – Displays the Industry Reports in HTML format.  Each section of the report is broken out into its own tab.  Clicking on the tabs at the top of the page will take you into that section of the report.

§  Acrobat Reader Download Button – This button will open/download the report into .PDF format.

 

At the right of each results page is the My Mergent Tools function. This enables you to add the companies in the results list to the Company Analysis List or add executives to your Executive List. From the My Mergent Tools buttons you may also access the Company and Executive Alerts options.  See My Mergent Tools for more details of these.  Each page also features a link which will allow you to download the results list data into a Microsoft Excel spreadsheet. 

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Equity Report Industry Search List