Jason Merriam is the publisher and developer of the innovative Merriam Report providing unique financial analysis based on the "dual-cash flow" methodology. An active investor for 35 years, he is also founder and president of Merriam Investor Services since 1990. MIS provides portfolio ... more
Jason Merriam is the publisher and developer of the innovative Merriam Report providing unique financial analysis based on the "dual-cash flow" methodology. An active investor for 35 years, he is also founder and president of Merriam Investor Services since 1990. MIS provides portfolio analysis and investment research services to institutional and private clients.
Jason has over 20 years experience in active portfolio management and asset allocation. Media appearances include: CNBC, MarketWatch, New York Times and San Diego Union Tribune. Visit his blog at www.merriamreport.blogspot.com
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| AAPL | Apple Inc. |
| ACT | AdvisorShares Vice ETF |
| ALTE | Alterra Capital Holdings Limited |
| BBRY (now BB) | BlackBerry Ltd |
| BBY | Best Buy Co. |
| BCPC | Balchem Corporation |
| BIG | Big Lots Inc. |
| BNNY | Annies,; Inc. |
| CAG | ConAgra Foods Inc. |
| CHK | Chesapeake Energy Corporation |
| CTB | Cooper Tire & Rubber Co. |
| DECK | Deckers Outdoor Corporation |
| DMND | Diamond Foods Inc. |
| DPS | Dr Pepper Snapple Group Inc. |
| EBAY | eBay Inc. |
| EMD | Western Asset Emerging Markets Income Fund Inc. |
| ERJ | Embraer S.A. |
| EWZ | iShares MSCI Brazil Index Fund |
| FAX | Aberdeen Asia-Pacific Income Fund, Inc. |
| FCT | First Trust Senior Floating Rate Income Fund II |
| FFIV | F5 Networks Inc. |
| GIS | General Mills Inc. |
| GT | Goodyear Tire & Rubber Co. |
| HRS | Harris Corporation |
| HURN | Huron Consulting Group Inc. |
| IGI | Western Asset Investment Grade Defined Opportunity Trust Inc. |
| IMAX | Imax Corporation |
| INTC | Intel Corporation |
| JPM | JPMorgan Chase & Co. |
| K | Kellogg Company |
| LULU | lululemon athletica inc. |
| MCO | Moody's Corporation |
| MHFI | McGraw Hill Financial, Inc. |
| MKL | Markel Corporation |
| NFLX | Netflix Inc. |
| NTAP | NetApp Inc. |
| RVBD | Riverbed Technology, Inc. |
| SBUX | Starbucks Corporation |
| SBW | Western Asset Worldwide Income Fund Inc. |
| SGL | Strategic Global Income Fund Inc. |
| SIEGY | Siemens Aktiengesellschaft |
| SPX | S&P 500 Index |
| SSGFF | SAMSUNG C&T CP ORD S |
| SUNE | SunEdison, Inc. |
| TUP | Tupperware Brands Corporation |
| UHS | Universal Health Services Inc. |
| WFC | Wells Fargo & Co. |
| WMIH | WMI Holdings Corp |
| XEC | Cimarex Energy Co. |
| President | |
| Merriam Investment Research | |
| March 1995 - Present (25 years 9 months) | |
| Investment Research / Analysis: Proprietary research products & services to institutional and retail investors. Publisher of Merriam Investment Report , Merriam Report Quarterly and MR Focus List. |
| Managing Partner | |
| Beach & Sea Group | |
| 1990 - 1995 (5 years 7 months) | |
| Equity and debt securities partnership |
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