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Index of the QuantumOnline Website
This index is intended to assist the QuantumOnline user in locating information on the QuantumOnline website. The items included are listed in alphabetical order.
Individual Securities - The QOL information page on individual securities may be located via the "Quick Search" which is found in the upper left hand corner of any page. The Quick Search offers searches by ticker symbol, CUSIP number or via the Symbol Lookup. Before using the Quick Search by Ticker Symbol to locate preferred stocks and other income investments, the QOL user needs to read the information on our "Preferred Ticker Symbols & Names" page which can be found under the "Information" menu at the top of any page. When using the Quick Search by CUSIP number you must input the complete nine character CUSIP as the search does not find partial numbers. The Quick Search Symbol Lookup will produce a list of all available securities matching the user's input word(s). The Symbol Lookup search is case insensitive which means you can input any combination of upper and lower case letters. The input word(s) should be distinctive (citigroup, merrill lynch, corts, etc., not trust, preferred, etc.) to avoid finding to many items with the search.
Accelerated Return Notes - Accelerated Return Notes are a Merrill Lynch special investment product (SIP) that are listed on the SIP - Based on Index list (see the Stock Lists menu). The notes are also listed on the comprehensive Special Investment Products (SIP) list.
BRIDGES - BRIDGES (BRoad InDex Guarded Equity Linked Securities) are a Morgan Stanley special investment product (SIP) that is listed on either the SIP - Based on Index list (see the Stock Lists menu) or the SIP - Based on Companies list. The BRIDGES are also listed on the comprehensive Special Investment Products (SIP) list.
Corporate Backed Trust Certificates - Corporate backed trust certificates are a Wall Street product produced by Lehman ABS Corp., an indirect subsidiary of Lehman Brothers Inc. (NYSE: LEH). These securities can be found on the Third Party Trust Preferreds table which can be found on the "Income Tables" menu at the top of any page. Corporate backed trust certificates are also included on both the comprehensive "Exchange-Traded Income Securities" table.
CorTS - CorTS (Corporate-backed Trust Securities) are a Structured Products Corp. security that is listed on the Third Party Trust Preferreds table (see the Income Tables menu).
Credit Ratings - Credit ratings from Moody's and Standard & Poor (S&P) are provided on both the income security tables and on the individual information pages of income securities. To locate the tables, go to the "Income Tables" menu at the top of any page and click on the table of your choice. Then scroll down the page until you can see the table's column headings. The credit ratings are provided in the column labeled "Moodys/S&P Dated". To understand what is provided in the credit ratings, the user should read the "QuantumOnline Credit Ratings" page which can be found under the "Information" menu at the top of any page. To see the individual information page of an income security click on the ticker symbol of any security listed on a table. The credit ratings are included in the boxes below the security description labeled "Moodys/S&P Dated" The individual information pages may also be found using the the Quick Search at the upper left hand corner of any page and inputting the security's ticker symbol or CUSIP number.
Market Recovery Notes - Market Recovery Notes are a Merrill Lynch special investment product (SIP) that are listed on the SIP - Based on Index list (see the Stock Lists menu). The notes are also listed on the comprehensive Special Investment Products (SIP) list.
MITTS - MITTS (Market Index Target-Term Securities) are a Merrill Lynch special investment product (SIP) that are listed on the SIP - Based on Index list (see the Stock Lists menu).
Moody's Ratings - See Credit Ratings above.
Preferred Stocks - The term "preferred stocks" is used rather loosely to refer to a variety of securities and can apply to traditional preferred stocks, trust preferred securities, convertible preferred securities, third party trust preferreds and mandatory convertible securities. These securities can be found respectively on the "Preferred Stocks" table, the "Trust Preferred Stocks" table, the "Convertible Securities" table, the "Third Party Trust Preferreds" table and the "Mandatory Convertible Securities" table which can be found on the "Income Tables" menu at the top of any page.
Principal Protected Notes - Principal Protected Notes are a Bear Stearns special investment product (SIP) that are listed on the SIP - Based on Index list (see the Stock Lists menu). The notes are also listed on the comprehensive Special Investment Products (SIP) list.
Ratings - See Credit Ratings above.
S&P Ratings - See Credit Ratings above.
Special Investment Products - Special investment products (SIP) is a QuantumOnline term for the variety of securities that are not income securities. In general, the special investment products are unsecured debt securities that do not make periodic interest payments. Instead the returns of these securities are based on the returns of stock market index and the price return of individual companies and the returns are determined at the end of the term of the securities. Some of these securities will or may return in the holder owning the common stock of a company at the end of the securities term. All special investment products are listed on the comprehensive Special Investment Products list under the Stock Lists menu. Sublists of special investment products based on stock ownership, indexes and companies are also available as SIP - Common Stock Ownership, SIP - Based on Indexes and SIP - Based on Companies which are also listed on the Stock Lists menu at the top of any page.
Standard & Poor Ratings - See Credit Ratings above.
Strategic Return Notes - Strategic Return Notes are a Merrill Lynch special investment product (SIP) that are listed on the SIP - Based on Index list (see the Stock Lists menu). The notes are also listed on the comprehensive Special Investment Products (SIP) list.
STRIDES - STRIDES (Market Index Target-Term Securities) are a Merrill Lynch special investment product (SIP) that are listed on the SIP - Common Stock Ownership list (see the Stock Lists menu).
Tax Advantaged Preferred Stocks - Tax advantaged preferred stocks are those stocks that QuantumOnline believes are eligible for the 15% tax rate on dividends. These securities can be found respectively on the "Preferreds eligible for the 15% Tax Rate" table which can be found on the "Income Tables" menu at the top of any page.
Trust Preferred Stocks - Trust preferred stocks have been widely issued over the last 10 years or so and represent a substantial percentage of the largest issues of preferred stocks currently available on the stock markets. These securities can be found on the "Trust Preferred Stocks" table which can be found on the "Income Tables" menu at the top of any page. Trust preferreds are also included on both the comprehensive "Exchange-Traded Income Securities" table and the "All Preferreds Stocks" table.