Ford Equity Research
Product Type: Database, Fundamental Analysis
Markets: US, Global (ex-US)
Security: Equity
DESCRIPTION

The Ford US Database covers 4000 common stocks with over 100 fundamental and technical data items on each company. Data is updated weekly from original sources and/or publicly available data. Ford adjusts data to eliminate non-recurring factors, converts raw data to ratios for analysis, and provides proprietary valuation results.

 
FEATURES

Six major market averages are covered by Ford: the S&P 500, MidCap 400, SmallCap 600, Dow Jones Industrials, the Russell 1000 and the Russell 2000. Exchange listings include 1919 companies on the NYSE, 1858 on the NASDAQ, and 206 on the AMEX. The US current data also include 88 foreign companies that are traded on US exchanges and 17 companies traded on Canadian Exchanges.


Ford's analysts collect earnings releases daily from the press, companies and other sources and create several sets of earnings data. Current earnings are adjusted for extraordinary items, cumulative accounting changes, major restructuring and the sale of discontinued operations. Operating earnings go beyond the current earnings to adjust for unusual revenue and expense items such as one time reserve provisions, litigation settlements and pension fund terminations, giving a clearer picture of operating results. Standard fundamental data from quarterly and annual SEC filings and reports are collected promptly, converted to financial ratios, and used to create proprietary variables and models.


Successful Models

  • Dividend Discount Model - price/value ratio
  • Earnings Trend Model - acceleration or deceleraton of operating earnings growth
  • Earnings Momentum Model - Enhanced Earnings Trend Model
  • Price Momentum Model - based on historical price changes
  • Sales Momentum Model - measures acceleration or deceleration in sales
  • Value/Momentum Model - multi factor model of value (P/E), earnings and price momentum
  • Share Buyback Model - measures actual buyback of shares
  • Select Stock List - multi-factor model
  • Stock Split Model - measures the size of stock dividends or splits compared to one month ago and 6 months ago

Proprietary Analysis

  • Projected Growth Rate - 10 year estimate
  • Quality Rating - financial strength and earnings predictability
  • Normal Earnings - true earnings potential, excludes non-reccurring or cyclical factors
  • Growth Persistence Rating - past and expected future consistency of earnings growth
 
DELIVERY
Ford's US current data are available in text files, on Ford's own software product EPIC, as well as through leading software vendors such as DAIS, FactSet, Team Systems and Vestek. Current data are also available in printed format in the Ford Data Base Report, the Investment Management Report, the Ford Value Report, and the Ford Value Graphs.


COMMENTS

Model descriptions and performance available at www.fordinv.com/research2.html

 
COST

U.S. Current Data Fee

Monthly $ 4,800/yr.

bimonthly $ 6,600/yr.

Weekly $ 9,600/yr

 
TO SUBSCRIBE

Contact your CAPIS salesperson at (800)247-6729 or (214)720-0055, or call Ford Investor Services at (800)842-0207 or (858)755-1327.

Internet address: www.fordequity.com

E-mail address: info@fordinv.com