Selasa, 24 Mei 2016

[smf_addin] Digest Number 3707

6 Messages

Digest #3707
1a
earnings date (13893) by pete_cook2001
1b
Re: earnings date (13893) by "Randy Harmelink" rharmelink
3a
Detailed Compensation by nicolaslee1992
3b
Re: Detailed Compensation by "Randy Harmelink" rharmelink

Messages

Mon May 23, 2016 8:38 am (PDT) . Posted by:

pete_cook2001

I use RCHGetElementNumber(ticker,"13893") to get the next earnings date, but sometime recently it began returning an error. Any ideas?



I'm using the latest SMF update.


Many thanks!
Peter


Mon May 23, 2016 10:28 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

Thanks for the heads up. Zacks changed all their URLs from "http://" to
"https://, so I had to update all the element definitions for Zacks.

I uploaded the new smf-element-6.txt and smf-element-8.txt element
definition files to the add-in web site:

http://ogres-crypt.com/SMF/Elements/

Best practice is to exit EXCEL before updating the files.

On Mon, May 23, 2016 at 8:38 AM, peterscottcook@
​...wrote:

> I use RCHGetElementNumber(ticker,"13893") to get the next earnings date,
> but sometime recently it began returning an error. Any ideas?
>
> I'm using the latest SMF update.
>
> Many thanks!
>
> Peter
>
>

Mon May 23, 2016 10:41 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

​Some updated files on the "Elements" web page (
http://ogres-crypt.com/SMF/Elements
<http://ogres-crypt.com/SMF/Works-In-Progress/>):

FilenameSizeLast ModifiedDescription
RCHGetElementNumber-Element-Definitions.xls
<http://ogres-crypt.com/SMF/Elements/RCHGetElementNumber-Element-Definitions.xls>
3028480
2016-05-23 10:00 AM
Documentation of element definitions, as of 2016-05-23
smf-elements-6.txt <http://ogres-crypt.com/SMF/Elements/smf-elements-6.txt>
8028
2016-05-23 10:00 AM
Zacks data elements
2016-05-23: Change Zacks URLs to https://
smf-elements-8.txt <http://ogres-crypt.com/SMF/Elements/smf-elements-8.txt>
53309
2016-05-23 10:00 AM
Earnings.com data elements
2016-01-13: #1286-#1400 (Zacks Earnings)
2016-05-23: Change Zacks URLs to https://
All Zacks element definitions were changed to reflect a Zacks change in
their URLs, from "http://" to "https://"...

Best practice is to exit EXCEL before updating add-in files.

Mon May 23, 2016 1:54 pm (PDT) . Posted by:

nicolaslee1992

Randy,

I was wondering how I could go about getting detailed compensation information pulled into excel. Morningstar has this table for example but there is also detailed summary compensation tables in their definitive proxies. IDT IDT Corp Class B Executive Compensation http://insiders.morningstar.com/trading/executive-compensation.action?t=IDT®ion=usa&culture=en-US


IDT IDT Corp Class B Executive Compensation http://insiders.morningstar.com/trading/executive-compensation.action?t=IDT®ion=usa&culture=en-US Get executive compensation information for IDT Corp Class B executives



View on insiders.morningstar.com http://insiders.morningstar.com/trading/executive-compensation.action?t=IDT®ion=usa&culture=en-US
Preview by Yahoo



Mon May 23, 2016 4:12 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

The web page you cited is a dynamic web page generated by MorningStar, so
the data you want is not on that page. However, MorningStar does have the
data on a static web page, from which it builds that web page. So:

To get all the data, array-enter this over a range:

=RCHGetHTMLTable("
http://insiders.morningstar.com/trading/executive-compensation-list.action?t=IDT
","",1,"<script>",-1)

To get just the summary data:

=RCHGetHTMLTable("
http://insiders.morningstar.com/trading/executive-compensation-list.action?t=IDT
","",1,"",3)

Then just do groups of two for each executive:

=RCHGetHTMLTable("
http://insiders.morningstar.com/trading/executive-compensation-list.action?t=IDT
","",4,"",5)
=RCHGetHTMLTable("
http://insiders.morningstar.com/trading/executive-compensation-list.action?t=IDT
","",6,"",7)

...and so forth.

On Mon, May 23, 2016 at 1:54 PM, nicolaslee1992@yahoo.com [smf_addin] <
smf_addin@yahoogroups.com> wrote:

>
>
> Randy,
>
> I was wondering how I could go about getting detailed compensation
> information pulled into excel. Morningstar has this table for example but
> there is also detailed summary compensation tables in their definitive
> proxies. IDT IDT Corp Class B Executive Compensation
> <http://insiders.morningstar.com/trading/executive-compensation.action?t=IDT®ion=usa&culture=en-US>
>
> IDT IDT Corp Class B Executive Compensation
> <http://insiders.morningstar.com/trading/executive-compensation.action?t=IDT®ion=usa&culture=en-US>
> Get executive compensation information for IDT Corp Class B executives
> View on insiders.morningstar.com
> <http://insiders.morningstar.com/trading/executive-compensation.action?t=IDT®ion=usa&culture=en-US>
> Preview by Yahoo
>
>
>

Mon May 23, 2016 2:35 pm (PDT) . Posted by:

"Vlad Klenikov" vkleniko

To the extent others encounter the Win10 issue I described below with Guru financials update, both with VBA and with smfGetCSVFile function, it appears I found a solution. Please see below:- Be sure to open IE, not the Edge or any other browser on your Win10 machine. IE comes pre-installed with Win10, but does not show up on the app list. You need to type "internet" in Start/Search string and it will pop up
- Open IE Options, select Security tab- Add http://www.gurufocus.com/ to the Trusted Sites list
- Deselect Enable Protected Mode checkbox, hit ok and close the Options Dialog- Close and reopen IE again. Then go to www.gurufocus.com and reenter your premium account credentials. Be sure to save the password
This resolved the issue for me
 Vlad

From: "Randy Harmelink rharmelink@gmail.com [smf_addin]" <smf_addin@yahoogroups.com>

To: smf_addin@yahoogroups.com
Sent: Friday, May 20, 2016 2:01 PM
Subject: Re: [smf_addin] Guru financials VBA download fail in Excel 2016

  I often say it's preferred to log into sites using the EXCEL Web Query Dialog. That's because sometimes the IE object that EXCEL (and the add-in) use may not be the same version of IE that the browser is. I don't know how they get out of sync. It may or may not apply to your situation?

BTW, I now use this to grab the full financials instead of downloading the XLS file:

=smfGetCSVFile("http://www.gurufocus.com/download_financials_in_CSV.php?symbol="&B2)

It has more data and is much faster and cleaner in getting the data. For MMM, that gets me 20 annual periods, 80 quarterly periods, and TTM, as well as some current values of different ratios.

On Fri, May 20, 2016 at 11:34 AM, vkleniko@yahoo.com [smf_addin] <smf_addin@yahoogroups.com> wrote:

On my new Win10/Office 2016 PC  Randy's VBA code I use in my models (listed at bottom) to call for Guru financials download now hits back with this error:
<meta http-equiv="refresh" content="0; URL=http://www.gurufocus.com/membership/upgrade.php?redir=/download_dataset.php?symbol=AA"> (as an example for ticker AA). This says that i need to register for Guru Premium or provide credentials. I am a premium member and have saved my logins in all possible installed browsers on my new machine (IE, Edge, Firefox)

I double checked that the VBA code works fine on my Office 2010 and Office 2007 equipped machines.

Is this an Excel 2016 glitch? Did anyone else encounter this issue or have a solution?

Any help would be appreciated?

Vlad

SAMPLE VBA Code

​​Set wb1 = ActiveWorkbook
        sTicker = [TICKER].Value
        If sTicker = "" Then MsgBox ("ENTER TICKER")
        Workbooks.Open FileName:="http://www.gurufocus.com/download_dataset.php?symbol=" & sTicker ' downloads and opens GuruFocus Dataset for the ticker selected
        Sheets("Historical Financial").Name = sTicker & "-Financial&quot;
        Sheets(sTicker & "-Financial&quot;).Copy Before:=wb1.Sheets(1)

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