Minggu, 28 Juni 2015

[smf_addin] Digest Number 3443[1 Attachment]

13 Messages

Digest #3443
1a
Elements 3900 and 3901 get "error" return by "Kermit W. Prather" kermitpra
1b
Re: Elements 3900 and 3901 get "error" return by "Kermit W. Prather" kermitpra
1c
Re: Elements 3900 and 3901 get "error" return by "Randy Harmelink" rharmelink
1d
Re: Elements 3900 and 3901 get "error" return by "Randy Harmelink" rharmelink
1e
1f
Re: Elements 3900 and 3901 get "error" return by "Randy Harmelink" rharmelink
1g
1h
1i
Re: Elements 3900 and 3901 get "error" return by "Randy Harmelink" rharmelink
1j
Re: Elements 3900 and 3901 get "error" return by "Randy Harmelink" rharmelink
1k
2a
Re: Looking for a stock screener by "Randy Harmelink" rharmelink
2b
Re: Looking for a stock screener by "Randy Harmelink" rharmelink

Messages

Fri Jun 26, 2015 11:04 am (PDT) . Posted by:

"Kermit W. Prather" kermitpra

I was looking at my Daily trade alerts and decided to read this article.
The article is suppose to be a method of determining "Quality and value" as
the article states"

"What you'll find below is a nearly foolproof way to evaluate the quality
and the value of any business."

http://dailytradealert.com/2015/06/25/before-you-buy-another-stock-read-this
-3/

After reading it I thought I'd try creating a sample SMF ADDIN workbook to
calculate the values mention in the paper.

In looking thru the RCHGetElementNumber-Element-Definitions.xls for the
proper elements
I got "error" return on 2 elements 3900 and 3901.

I had an older version than the one in the work-in-progress folder. So I
upgraded to the latest version as shown the table below.


ROWS
Columns
M
N
O
P
Q
R
S

3
Ticker
Annual Cash Flow -- Cash from Operating Activities -- FY1
Annual Cash Flow -- Cash from Operating Activities -- FY2
Annual Cash Flow -- Cash from Operating Activities -- FY3
Annual Cash Flow -- Cash from Operating Activities -- FY4
Annual Cash Flow -- Cash from Operating Activities -- FY5
Annual Cash Flow -- Cash from Operating Activities -- FY6
All money values are in Thousands

4
KO
$ 10,615.00
$ 10,542.00
$ 10,645.00
$ 9,474.00
Error
Error
Stock Market Functions add-in, Version 2.1.2015.06.08 (C:\SMFADDIN; ; ; 1)

5

3896
3897
3898
3899
3900
3901


The first error cell has this value =RCHGetElementNumber(Symbol,Q5)

No. 1. Cash operating profit margin: cash from operations / revenue (should
be greater than 20%).
No. 2. Shareholder payout ratio: capital returned to shareholders / capital
expenditures (should be greater than 1).
No. 3. Return on invested capital: net income / long-term debt + shareholder
equity (should be greater than 20%).
No. 4. Returns on net tangible assets: net income / net tangible assets
(should be greater than 20%).


I'd appreciate any help anyone can provide as to why elements 3900 and 3901
is not working?

Kermit

Fri Jun 26, 2015 11:24 am (PDT) . Posted by:

"Kermit W. Prather" kermitpra

It appears I have the same failures with elements 3930 and 3931.

I'm wondering if goggle is no longer supporting years 5 and 6?

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Friday, June 26, 2015 2:04 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Elements 3900 and 3901 get "error" return


I was looking at my Daily trade alerts and decided to read this article.
The article is suppose to be a method of determining "Quality and value" as
the article states"

"What you'll find below is a nearly foolproof way to evaluate the quality
and the value of any business."

http://dailytradealert.com/2015/06/25/before-you-buy-another-stock-read-this
-3/

After reading it I thought I'd try creating a sample SMF ADDIN workbook to
calculate the values mention in the paper.

In looking thru the RCHGetElementNumber-Element-Definitions.xls for the
proper elements
I got "error" return on 2 elements 3900 and 3901.

I had an older version than the one in the work-in-progress folder. So I
upgraded to the latest version as shown the table below.



ROWS
Columns
M
N
O
P
Q
R
S

3
Ticker
Annual Cash Flow -- Cash from Operating Activities -- FY1
Annual Cash Flow -- Cash from Operating Activities -- FY2
Annual Cash Flow -- Cash from Operating Activities -- FY3
Annual Cash Flow -- Cash from Operating Activities -- FY4
Annual Cash Flow -- Cash from Operating Activities -- FY5
Annual Cash Flow -- Cash from Operating Activities -- FY6
All money values are in Thousands

4
KO
$ 10,615.00
$ 10,542.00
$ 10,645.00
$ 9,474.00
Error
Error
Stock Market Functions add-in, Version 2.1.2015.06.08 (C:\SMFADDIN; ; ; 1)

5

3896
3897
3898
3899
3900
3901


The first error cell has this value =RCHGetElementNumber(Symbol,Q5)

No. 1. Cash operating profit margin: cash from operations / revenue (should
be greater than 20%).
No. 2. Shareholder payout ratio: capital returned to shareholders / capital
expenditures (should be greater than 1).
No. 3. Return on invested capital: net income / long-term debt + shareholder
equity (should be greater than 20%).
No. 4. Returns on net tangible assets: net income / net tangible assets
(should be greater than 20%).


I'd appreciate any help anyone can provide as to why elements 3900 and 3901
is not working?

Kermit


Fri Jun 26, 2015 12:15 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

Exactly. When I defined the elements, Google was showing 6 years of annual
financial statements. Now they only show 4.

On Fri, Jun 26, 2015 at 11:24 AM, 'Kermit W. Prather'
kermitp@tampabay.rr.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

>
> It appears I have the same failures with elements 3930 and 3931.
>
>
>
> I'm wondering if goggle is no longer supporting years 5 and 6?
>
>
>

Fri Jun 26, 2015 12:20 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

PS: I would think you'd want to use TTM data instead of annual statements.
The numbers on the annual financial statements can be up to a year old.

On Fri, Jun 26, 2015 at 11:24 AM, 'Kermit W. Prather' kermitp@... wrote:

>
> It appears I have the same failures with elements 3930 and 3931.
>
>
>
> I'm wondering if goggle is no longer supporting years 5 and 6?
>

Fri Jun 26, 2015 7:58 pm (PDT) . Posted by:

"Joseph McCarthy" mccarjb

I built a screen for Stock Investor Pro evaluating just the prior years data. I eliminated OTC, ADR/ADS, Utilities and Financial sectors from consideration. Only 19 companies cut the mustard and all look to be good candidates. There are a few that came up as potential buys once their technicals look just a little better (MACD, RSI, Stochastics, etc.). Thanks for the idea.
To: smf_addin@yahoogroups.comFrom: smf_addin@yahoogroups.com
Date: Fri, 26 Jun 2015 14:24:07 -0400
Subject: RE: [smf_addin] Elements 3900 and 3901 get "error" return

It appears I have the same failures with elements 3930 and 3931. I'm wondering if goggle is no longer supporting years 5 and 6? From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com]
Sent: Friday, June 26, 2015 2:04 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Elements 3900 and 3901 get "error" return

I was looking at my Daily trade alerts and decided to read this article. The article is suppose to be a method of determining "Quality and value" as the article states" "What you'll find below is a nearly foolproof way to evaluate the quality and the value of any business." http://dailytradealert.com/2015/06/25/before-you-buy-another-stock-read-this-3/ After reading it I thought I'd try creating a sample SMF ADDIN workbook to calculate the values mention in the paper. In looking thru the RCHGetElementNumber-Element-Definitions.xls for the proper elements I got "error" return on 2 elements 3900 and 3901. I had an older version than the one in the work-in-progress folder. So I upgraded to the latest version as shown the table below. ROWSColumnsMNOPQRS 3TickerAnnual Cash Flow -- Cash from Operating Activities -- FY1Annual Cash Flow -- Cash from Operating Activities -- FY2Annual Cash Flow -- Cash from Operating Activities -- FY3Annual Cash Flow -- Cash from Operating Activities -- FY4Annual Cash Flow -- Cash from Operating Activities -- FY5Annual Cash Flow -- Cash from Operating Activities -- FY6 All money values are in Thousands4KO$ 10,615.00 $ 10,542.00 $ 10,645.00 $ 9,474.00 Error Error Stock Market Functions add-in, Version 2.1.2015.06.08 (C:\SMFADDIN; ; ; 1)5 389638973898389939003901 The first error cell has this value =RCHGetElementNumber(Symbol,Q5) No. 1. Cash operating profit margin: cash from operations / revenue (should be greater than 20%).No. 2. Shareholder payout ratio: capital returned to shareholders / capital expenditures (should be greater than 1).No. 3. Return on invested capital: net income / long-term debt + shareholder equity (should be greater than 20%).No. 4. Returns on net tangible assets: net income / net tangible assets (should be greater than 20%). I'd appreciate any help anyone can provide as to why elements 3900 and 3901 is not working? Kermit

Fri Jun 26, 2015 9:05 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

I'm curious which companies your screen coughed up? When I tried it on
Portfolio123.com, I get 49 non-OTC companies after the 4th rule, 29 after
the 5th rule, and 13 after a liquidity rule I use to check the minimum
trading level over the past 50 days:

Ticker Name Last MktCap @R1
@R2 @R3 @R4 @R5
APAM Artisan Partners Asset Management Inc 47.70 1866.26 0.46
35.51 0.77 2.20 5.95
ARLP Alliance Resource Partners LP 24.38 1808.73 0.33
1.12 0.26 0.47 3.21
GILD Gilead Sciences Inc 119.5 176501.50 0.62
14.61 0.48 2.55 9.53
HRB Block (H&R) Inc 30.58 8417.91 0.20
1.74 0.21 0.51 6.72
KING King Digital Entertainment plc 14.08 4439.96 0.30
18.38 0.84 0.97 4.74
PDLI PDL BioPharma Inc 6.51 1064.61 0.55
1980.90 0.34 0.74 2.52
REX Rex American Resources Corp 64.31 507.98 0.22
1.53 0.24 0.21 3.58
SNI Scripps Networks Interactive Inc 67.01 8605.02 0.31
24.62 0.24 1.95 9.28
STX Seagate Technology Plc 50.06 15922.93 0.21
2.17 0.27 1.01 6.88
TROW T. Rowe Price Group Inc 79.40 20689.66 0.33
6.22 0.25 0.28 9.29
TSRA Tessera Technologies Inc 38.26 2010.18 0.51
97.83 0.33 0.37 9.21
UVE Universal Insurance Holdings 24.40 867.59 0.39
2.14 0.30 0.34 4.15
WDR Waddell & Reed Financial Inc. 48.88 4084.32 0.22
7.76 0.30 0.46 6.51

On Fri, Jun 26, 2015 at 7:51 PM, Joseph McCarthy mccarjb@... wrote:

>
> I built a screen for Stock Investor Pro evaluating just the prior years
> data. I eliminated OTC, ADR/ADS, Utilities and Financial sectors from
> consideration. Only 19 companies cut the mustard and all look to be good
> candidates. There are a few that came up as potential buys once their
> technicals look just a little better (MACD, RSI, Stochastics, etc.). Thanks
> for the idea.
>

Fri Jun 26, 2015 9:45 pm (PDT) . Posted by:

"Joseph McCarthy" mccarjb

It looks like we only have one stock in common, GILD. But, as a whole, these 19 stocks performed well over the past 7 years. Stock Investor Pro doesn't have all the fields specified in the article, so I used the Field Editor to create a few custom fields to complete the ruleset. I'll go back and recheck those formulas.

Advent Software,
Inc.
ADVS


Apple Inc.
AAPL


Choice Hotels International In
CHH


Coach Inc
COH


Core Laboratories N.V.
CLB


FactSet Research Systems Inc.
FDS


Gilead Sciences, Inc.
GILD


Hi-Crush Partners LP
HCLP


Intuit Inc.
INTU


Ituran Location and Control Lt
ITRN


Linear Technology Corporation
LLTC


Moody's Corporation
MCO


Natural Health Trends Corp.
NHTC


Paychex, Inc.
PAYX


Philip Morris International In
PM


Terra Nitrogen Company, L.P.
TNH


Tessera Technologies, Inc.
TSRA


Ubiquiti Networks Inc
UBNT


United-Guardian, Inc.
UG

To: smf_addin@yahoogroups.com
From: smf_addin@yahoogroups.com
Date: Fri, 26 Jun 2015 21:05:01 -0700
Subject: Re: [smf_addin] Elements 3900 and 3901 get "error" return

I'm curious which companies your screen coughed up? When I tried it on Portfolio123.com, I get 49 non-OTC companies after the 4th rule, 29 after the 5th rule, and 13 after a liquidity rule I use to check the minimum trading level over the past 50 days:

Ticker Name Last MktCap @R1 @R2 @R3 @R4 @R5
APAM Artisan Partners Asset Management Inc 47.70 1866.26 0.46 35.51 0.77 2.20 5.95
ARLP Alliance Resource Partners LP 24.38 1808.73 0.33 1.12 0.26 0.47 3.21
GILD Gilead Sciences Inc 119.5 176501.50 0.62 14.61 0.48 2.55 9.53
HRB Block (H&R) Inc 30.58 8417.91 0.20 1.74 0.21 0.51 6.72
KING King Digital Entertainment plc 14.08 4439.96 0.30 18.38 0.84 0.97 4.74
PDLI PDL BioPharma Inc 6.51 1064.61 0.55 1980.90 0.34 0.74 2.52
REX Rex American Resources Corp 64.31 507.98 0.22 1.53 0.24 0.21 3.58
SNI Scripps Networks Interactive Inc 67.01 8605.02 0.31 24.62 0.24 1.95 9.28
STX Seagate Technology Plc 50.06 15922.93 0.21 2.17 0.27 1.01 6.88
TROW T. Rowe Price Group Inc 79.40 20689.66 0.33 6.22 0.25 0.28 9.29
TSRA Tessera Technologies Inc 38.26 2010.18 0.51 97.83 0.33 0.37 9.21
UVE Universal Insurance Holdings 24.40 867.59 0.39 2.14 0.30 0.34 4.15
WDR Waddell & Reed Financial Inc. 48.88 4084.32 0.22 7.76 0.30 0.46 6.51

On Fri, Jun 26, 2015 at 7:51 PM, Joseph McCarthy mccarjb@... wrote:

I built a screen for Stock Investor Pro evaluating just the prior years data. I eliminated OTC, ADR/ADS, Utilities and Financial sectors from consideration. Only 19 companies cut the mustard and all look to be good candidates. There are a few that came up as potential buys once their technicals look just a little better (MACD, RSI, Stochastics, etc.). Thanks for the idea.

Fri Jun 26, 2015 10:35 pm (PDT) . Posted by:

"Joseph McCarthy" mccarjb

Checked my formulas: Database didn't have capital returned to shareholders, so I used dividends * shares outstanding. It also didn't have net tangible assets, so I used accounts receivable+inventory+cash-accounts payable+net fixed assets. I hadn't implemented the fifth formula, but once I applied it, the list was further whittled down to the following six companies:

Coach Inc
COH


Gilead Sciences, Inc.
GILD


Hi-Crush Partners LP
HCLP


Ituran Location and Control Lt
ITRN


Natural Health Trends Corp.
NHTC


Terra Nitrogen Company, L.P.
TNH

By the way, thanks for creating the SMF Add-In. I still use it to create financial statements of companies that I'm interested in, and I use that data to complete my calculations (ratios, DCF, Dividend, NCAV, etc.) for making my stock purchasing decisions. Just wish MSN hadn't revised their web pages because they provided enough data to effectively evaluate financial institutions and insurance companies as well.
Regards,Joe McCarthy

To: smf_addin@yahoogroups.com
From: smf_addin@yahoogroups.com
Date: Fri, 26 Jun 2015 21:45:32 -0700
Subject: RE: [smf_addin] Elements 3900 and 3901 get "error" return

It looks like we only have one stock in common, GILD. But, as a whole, these 19 stocks performed well over the past 7 years. Stock Investor Pro doesn't have all the fields specified in the article, so I used the Field Editor to create a few custom fields to complete the ruleset. I'll go back and recheck those formulas.

Advent Software,
Inc.
ADVS


Apple Inc.
AAPL


Choice Hotels International In
CHH


Coach Inc
COH


Core Laboratories N.V.
CLB


FactSet Research Systems Inc.
FDS


Gilead Sciences, Inc.
GILD


Hi-Crush Partners LP
HCLP


Intuit Inc.
INTU


Ituran Location and Control Lt
ITRN


Linear Technology Corporation
LLTC


Moody's Corporation
MCO


Natural Health Trends Corp.
NHTC


Paychex, Inc.
PAYX


Philip Morris International In
PM


Terra Nitrogen Company, L.P.
TNH


Tessera Technologies, Inc.
TSRA


Ubiquiti Networks Inc
UBNT


United-Guardian, Inc.
UG

To: smf_addin@yahoogroups.com
From: smf_addin@yahoogroups.com
Date: Fri, 26 Jun 2015 21:05:01 -0700
Subject: Re: [smf_addin] Elements 3900 and 3901 get "error" return

I'm curious which companies your screen coughed up? When I tried it on Portfolio123.com, I get 49 non-OTC companies after the 4th rule, 29 after the 5th rule, and 13 after a liquidity rule I use to check the minimum trading level over the past 50 days:

Ticker Name Last MktCap @R1 @R2 @R3 @R4 @R5
APAM Artisan Partners Asset Management Inc 47.70 1866.26 0.46 35.51 0.77 2.20 5.95
ARLP Alliance Resource Partners LP 24.38 1808.73 0.33 1.12 0.26 0.47 3.21
GILD Gilead Sciences Inc 119.5 176501.50 0.62 14.61 0.48 2.55 9.53
HRB Block (H&R) Inc 30.58 8417.91 0.20 1.74 0.21 0.51 6.72
KING King Digital Entertainment plc 14.08 4439.96 0.30 18.38 0.84 0.97 4.74
PDLI PDL BioPharma Inc 6.51 1064.61 0.55 1980.90 0.34 0.74 2.52
REX Rex American Resources Corp 64.31 507.98 0.22 1.53 0.24 0.21 3.58
SNI Scripps Networks Interactive Inc 67.01 8605.02 0.31 24.62 0.24 1.95 9.28
STX Seagate Technology Plc 50.06 15922.93 0.21 2.17 0.27 1.01 6.88
TROW T. Rowe Price Group Inc 79.40 20689.66 0.33 6.22 0.25 0.28 9.29
TSRA Tessera Technologies Inc 38.26 2010.18 0.51 97.83 0.33 0.37 9.21
UVE Universal Insurance Holdings 24.40 867.59 0.39 2.14 0.30 0.34 4.15
WDR Waddell & Reed Financial Inc. 48.88 4084.32 0.22 7.76 0.30 0.46 6.51

On Fri, Jun 26, 2015 at 7:51 PM, Joseph McCarthy mccarjb@... wrote:

I built a screen for Stock Investor Pro evaluating just the prior years data. I eliminated OTC, ADR/ADS, Utilities and Financial sectors from consideration. Only 19 companies cut the mustard and all look to be good candidates. There are a few that came up as potential buys once their technicals look just a little better (MACD, RSI, Stochastics, etc.). Thanks for the idea.



Sat Jun 27, 2015 1:18 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

I lose COH on the Return on Invested Capital (0.14%).

I lose HCLP on shareholder payout (-1.35%) -- they sold a bunch of shares
of stock in 2nd quarter, 2014.

I lose NHTC on the EV / EBITDA ratio (18.78).

I lose ITRN and TNH on my liquidity check -- I require at least $2M worth
of trading on a stock for each of the last 50 days. Most people use an
average over the last 50 days, but I've seen stocks that pass that even
though they have some days that had ZERO shares traded. Not a good thing if
you're trying to buy or sell, as the price may change significantly.
Especially in a screen that is having a good backtest -- the bankroll grows
and grows over the years, so each stock held may need to be larger and
larger positions.

Leaving just GILD of those 6 from my P123 screen.

The calculated ratios and raw data I am using/getting from P123:

Ticker COH GILD HCLP ITRN NHTC TNH @R1 0.25 0.62 0.29 0.2 0.27 0.61 @R2
1.86 14.61 -1.35 1.07 3.87 3.24 @R3 0.14 0.48 0.33 0.38 0.74 0.91 @R4 0.21
2.55 1.17 0.38 0.78 0.91 @R5 8.18 9.53 8.76 8.35 18.78 6.21 OperCashFlTTM
1066.87 16950.98 119.58 36.78 38.89 363.7 SalesTTM 4323.72 27485.04 418.08
180.87 142.14 597.2 DivPaidTTM 371.37 0 88.95 20.13 0.73 319.1 EqPurchTTM 0
7899.91 0.02 0 5.72 0 EqIssuedTTM 25.41 340.27 170.69 0 4.35 0 CapExTTM
186.46 517.51 60.68 18.79 0.54 98.5 NetIncBXorNonCTTM 465.98 14168.41
129.36 32.35 24.04 326.1 EqTotQ 2540.3 17191 174.35 85.32 32.67 357.8
DbtLTQ 889.2 11921 210.43 0 0 0 DbtSTQ 7.5 442 2 0 0 0 AstTotQ 4512.7 38321
430.65 148.52 69.45 411.8 LiabTotQ 1972.4 20722 253.65 59.43 36.77 54
AstIntanQ 325.4 12039 66.02 4.35 1.76 0 PfdEquityQ 0 11 0 0 0 0 EV 8848.23
177989.5 1355.21 482.2 464.75 2164.57 EBITDATTM 1082.15 18670.21 154.69
57.77 24.74 348.3
Those last two vary slightly from data I retrieve from GuruFocus.
Otherwise, most of the others are very close, if not spot on.

In my backtest, no stocks are bought from 1999 until mid-2002. And then,
only 1 or 2 at first, growing to a handful. And then even more. So the
method is somewhat sensitive to the market. Which makes sense, I guess.

On Fri, Jun 26, 2015 at 10:33 PM, Joseph McCarthy mccarjb@... wrote:

>
> Checked my formulas: Database didn't have capital returned to
> shareholders, so I used dividends * shares outstanding. It also didn't have
> net tangible assets, so I used accounts receivable+inventory+cash-accounts
> payable+net fixed assets. I hadn't implemented the fifth formula, but once
> I applied it, the list was further whittled down to the following six
> companies:
>
> Coach Inc COH Gilead Sciences, Inc. GILD Hi-Crush Partners LP HCLP Ituran
> Location and Control Lt ITRN Natural Health Trends Corp. NHTC Terra
> Nitrogen Company, L.P. TNH
> By the way, thanks for creating the SMF Add-In. I still use it to create
> financial statements of companies that I'm interested in, and I use that
> data to complete my calculations (ratios, DCF, Dividend, NCAV, etc.) for
> making my stock purchasing decisions. Just wish MSN hadn't revised their
> web pages because they provided enough data to effectively evaluate
> financial institutions and insurance companies as well.
>
> Regards,
> Joe McCarthy
>

Sat Jun 27, 2015 1:21 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Oops. let me try that table again:

Ticker COH GILD HCLP ITRN NHTC TNH
@R1 0.25 0.62 0.29 0.2 0.27 0.61
@R2 1.86 14.61 -1.35 1.07 3.87 3.24
@R3 0.14 0.48 0.33 0.38 0.74 0.91
@R4 0.21 2.55 1.17 0.38 0.78 0.91
@R5 8.18 9.53 8.76 8.35 18.78 6.21
OperCashFlTTM 1066.87 16950.98 119.58 36.78 38.89 363.7
SalesTTM 4323.72 27485.04 418.08 180.87 142.14 597.2
DivPaidTTM 371.37 0 88.95 20.13 0.73 319.1
EqPurchTTM 0 7899.91 0.02 0 5.72 0
EqIssuedTTM 25.41 340.27 170.69 0 4.35 0
CapExTTM 186.46 517.51 60.68 18.79 0.54 98.5
NetIncBXorNonCTTM 465.98 14168.41 129.36 32.35 24.04 326.1
EqTotQ 2540.3 17191 174.35 85.32 32.67 357.8
DbtLTQ 889.2 11921 210.43 0 0 0
DbtSTQ 7.5 442 2 0 0 0
AstTotQ 4512.7 38321 430.65 148.52 69.45 411.8
LiabTotQ 1972.4 20722 253.65 59.43 36.77 54
AstIntanQ 325.4 12039 66.02 4.35 1.76 0
PfdEquityQ 0 11 0 0 0 0
EV 8848.23 177989.5 1355.21 482.2 464.75 2164.57
EBITDATTM 1082.15 18670.21 154.69 57.77 24.74 348.3

Sat Jun 27, 2015 11:05 am (PDT) . Posted by:

"Joseph McCarthy" mccarjb

When I went back and adjusted the screen to use the must current quarterly data, I had COH drop off at Rule 3 as well.

To: smf_addin@yahoogroups.com
From: smf_addin@yahoogroups.com
Date: Sat, 27 Jun 2015 01:21:50 -0700
Subject: Re: [smf_addin] Elements 3900 and 3901 get "error" return

Oops. let me try that table again:

Ticker COH GILD HCLP ITRN NHTC TNH
@R1 0.25 0.62 0.29 0.2 0.27 0.61
@R2 1.86 14.61 -1.35 1.07 3.87 3.24
@R3 0.14 0.48 0.33 0.38 0.74 0.91
@R4 0.21 2.55 1.17 0.38 0.78 0.91
@R5 8.18 9.53 8.76 8.35 18.78 6.21
OperCashFlTTM 1066.87 16950.98 119.58 36.78 38.89 363.7
SalesTTM 4323.72 27485.04 418.08 180.87 142.14 597.2
DivPaidTTM 371.37 0 88.95 20.13 0.73 319.1
EqPurchTTM 0 7899.91 0.02 0 5.72 0
EqIssuedTTM 25.41 340.27 170.69 0 4.35 0
CapExTTM 186.46 517.51 60.68 18.79 0.54 98.5
NetIncBXorNonCTTM 465.98 14168.41 129.36 32.35 24.04 326.1
EqTotQ 2540.3 17191 174.35 85.32 32.67 357.8
DbtLTQ 889.2 11921 210.43 0 0 0
DbtSTQ 7.5 442 2 0 0 0
AstTotQ 4512.7 38321 430.65 148.52 69.45 411.8
LiabTotQ 1972.4 20722 253.65 59.43 36.77 54
AstIntanQ 325.4 12039 66.02 4.35 1.76 0
PfdEquityQ 0 11 0 0 0 0
EV 8848.23 177989.5 1355.21 482.2 464.75 2164.57
EBITDATTM 1082.15 18670.21 154.69 57.77 24.74 348.3

Fri Jun 26, 2015 3:07 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

This interested me, so I took a stab at it, using Guru Focus TTM data. I'm
a premium member, and not sure if some of the data items collected are
premium data items. I'm also using a few advanced techniques in the
smfUpdateDownloadTable process (note defined names to pick up the relative
location column items).

I did have some companies with no capital expenditures, so the ratio should
probably be changed to a comparison. And some had no net income data
element (I suspect financial institutions).

The companies I used were dividend champions, plus the 3 passing companies
in the article. Using an online stock screener to get a limited number of
candidates, then running them on this workbook for final computations, may
be the best way to go. Please don't use this to bulk download LARGE amounts
of data and THEN screen.

On Thu, Jun 25, 2015 at 9:32 AM, 'Kermit W. Prather' kermitp@... wrote:

>
>
> I'm looking for a stock screener that will produce a stock list based on
> the 4 items below.
>
> I'd appreciate any help. Naturally, I'd prefer a free stock screener.
>
> These items are out of my normal scans on stock screeners. I am more of
> a short term trader.
>
> But a friend ask if I could point him to an online stock screener that
> provides the below information:
>
> No. 1. Cash operating profit margin: cash from operations / revenue
> (should be greater than 20%).
>
> No. 2. Shareholder payout ratio: capital returned to shareholders /
> capital expenditures (should be greater than 1).
>
> No. 3. Return on invested capital: net income / long-term debt +
> shareholder equity (should be greater than 20%).
>
> No. 4. Returns on net tangible assets: net income / net tangible assets
> (should be greater than 20%).
>
> Thanks,
>
> Kermit
>
>
Attachment(s) from Randy Harmelink
1 of 1 File(s)

Fri Jun 26, 2015 8:54 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

I was able to set up and backtest the rules on Portfolio123.com, as:

SCREEN BACKTEST LOG 06/26/15-22:34:40

Screen id 141580
Period 01/02/1999 - 06/26/2015
Rebalance Days 7

RULES
Common Universe(NoOTC)
Common Showvar(@R1, OperCashFlTTM / SalesTTM)
Common @R1 > 0.2
Common Showvar(@R2, (DivPaidTTM + EqPurchTTM -
EqIssuedTTM) / CapExTTM)
Common @R2 > 1
Common Showvar(@R3, NetIncBXorNonCTTM / (EqTotQ + DbtLTQ + DbtSTQ))
Common @R3 > 0.2
Common Showvar(@R4, NetIncBXorNonCTTM / (AstTotQ -
LiabTotQ - AstIntanQ - PfdEquityQ))
Common @R4 > 0.2
Common Showvar(@R5, EV / EBITDATTM)
Common LoopSum("Vol(CTR) * Close(CTR) > 2000000", 50) =
50 // Liquidity check

With no trading costs, annual returns since 1999 are 9.65% per year,
compared to 3.31% or the S&P 500 index.

If I add the 5th restriction, annual returns go up to 13.51%

On Thu, Jun 25, 2015 at 9:32 AM, 'Kermit W. Prather' kermitp@... wrote:

>
>
> I'm looking for a stock screener that will produce a stock list based on
> the 4 items below.
>
> I'd appreciate any help. Naturally, I'd prefer a free stock screener.
>
> These items are out of my normal scans on stock screeners. I am more of
> a short term trader.
>
> But a friend ask if I could point him to an online stock screener that
> provides the below information:
>
> No. 1. Cash operating profit margin: cash from operations / revenue
> (should be greater than 20%).
>
> No. 2. Shareholder payout ratio: capital returned to shareholders /
> capital expenditures (should be greater than 1).
>
> No. 3. Return on invested capital: net income / long-term debt +
> shareholder equity (should be greater than 20%).
>
> No. 4. Returns on net tangible assets: net income / net tangible assets
> (should be greater than 20%).
>
> Thanks,
>
> Kermit
>
>
>
>
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF

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