7 Messages
Digest #4626
Messages
Sun Oct 13, 2019 9:02 am (PDT) . Posted by:
freefaller6
Hi all,
Has anyone found a solution yet for a workaround for the Advfn elements that no longer work? Specifically, I am looking for definitions that can provide 10 years worth of ROIC, EPS, Sales, Cash, and book value per share.
If anyone can help me find or create definitions for these, I am willing to share a worksheet I have created that calculates what a stock price should be based on a discounted cash flow method. You can then compare this against what the price is, and determine whether or not it's "on sale.." It has worked REALLY well for me, but without the Advfn elements, I am a ship without a rudder.
This method is based on Phil Town's Rule #1 Investing and essentially takes his book and breaks it down into a spreadsheet - it automates (or it did) his process. This spreadsheet is a value investors dream. So if you have a source for this information and can help create some elements, let's talk.
Thanks,
Brent
Has anyone found a solution yet for a workaround for the Advfn elements that no longer work? Specifically, I am looking for definitions that can provide 10 years worth of ROIC, EPS, Sales, Cash, and book value per share.
If anyone can help me find or create definitions for these, I am willing to share a worksheet I have created that calculates what a stock price should be based on a discounted cash flow method. You can then compare this against what the price is, and determine whether or not it's "on sale.." It has worked REALLY well for me, but without the Advfn elements, I am a ship without a rudder.
This method is based on Phil Town's Rule #1 Investing and essentially takes his book and breaks it down into a spreadsheet - it automates (or it did) his process. This spreadsheet is a value investors dream. So if you have a source for this information and can help create some elements, let's talk.
Thanks,
Brent
Sun Oct 13, 2019 10:22 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
If it works that well, why not subscribe to GuruFocus? You could probably
even automate the process with their screener tool, even to send you email
alerts of stocks making their way onto or off of your selection universe.
On Sun, Oct 13, 2019 at 9:18 AM freefaller6@... wrote:
> Has anyone found a solution yet for a workaround for the Advfn elements
> that no longer work? Specifically, I am looking for definitions that can
> provide 10 years worth of ROIC, EPS, Sales, Cash, and book value per
> share.
>
> If anyone can help me find or create definitions for these, I am willing
> to share a worksheet I have created that calculates what a stock price
> should be based on a discounted cash flow method. You can then compare
> this against what the price is, and determine whether or not it's "on
> sale." It has worked REALLY well for me, but without the Advfn elements, I
> am a ship without a rudder.
>
> This method is based on Phil Town's Rule #1 Investing and essentially
> takes his book and breaks it down into a spreadsheet - it automates (or it
> did) his process. This spreadsheet is a value investors dream. So if you
> have a source for this information and can help create some elements, let's
> talk.
>
>
>
even automate the process with their screener tool, even to send you email
alerts of stocks making their way onto or off of your selection universe.
On Sun, Oct 13, 2019 at 9:18 AM freefaller6@
> Has anyone found a solution yet for a workaround for the Advfn elements
> that no longer work? Specifically, I am looking for definitions that can
> provide 10 years worth of ROIC, EPS, Sales, Cash, and book value per
> share.
>
> If anyone can help me find or create definitions for these, I am willing
> to share a worksheet I have created that calculates what a stock price
> should be based on a discounted cash flow method. You can then compare
> this against what the price is, and determine whether or not it's "on
> sale." It has worked REALLY well for me, but without the Advfn elements, I
> am a ship without a rudder.
>
> This method is based on Phil Town's Rule #1 Investing and essentially
> takes his book and breaks it down into a spreadsheet - it automates (or it
> did) his process. This spreadsheet is a value investors dream. So if you
> have a source for this information and can help create some elements, let's
> talk.
>
>
>
Mon Oct 14, 2019 4:41 am (PDT) . Posted by:
"Brent" freefaller6
Hi Randy,
That's a good idea, but not sure how Gurufocus could automate the system like I had it with the Advfn values. And it does work well - one of my recent "wins" came from my sheet identifying that RH was on sale at $40 a few years back...not too shabby of a return so far.
The way that my sheet use to work, based on Phil's system, was that I would run a screen based on set criteria that would return about 50 candidates. I would then cut and paste the symbols into my sheet and it would pull the 10 year data for ROIC, EPS, Sales, Cash. Rule #1 isn't necessarily about that raw data as it is about the growth rates over ten years. So my sheet would take the raw data, calculate the growth rates and based on the growth rates, I could quickly see if it was a valid candidate. If so, the sheet would then calculate what the future price could/should be, assuming it was a good company and the 10 year trend continued (this is where some of the subjectivity and research into the company comes in). Then the sheet would discount that future price to what the current price should be. You then add in a margin of safety to the calculated current price, and compare that against current market price. If the margin of safety price is less than the market price, and subjective analysis of the company is strong, it's one to strongly consider.
This entire process was automated with the Advfn values. I would run a screen, copy/paste ticker symbols and out would pop potential winners.
Do you think that could be done with Gurufocus? I am not familiar with the paid version of the site, but would be happy to become a member if it restored functionality of the sheet with some tweeking.
Thanks,Brent
On Sunday, October 13, 2019, 01:23:58 PM EDT, Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com> wrote:
If it works that well, why not subscribe to GuruFocus? You could probably even automate the process with their screener tool, even to send you email alerts of stocks making their way onto or off of your selection universe.
On Sun, Oct 13, 2019 at 9:18 AM freefaller6@... wrote:
Has anyone found a solution yet for a workaround for the Advfn elements that no longer work? Specifically, I am looking for definitions that can provide 10 years worth of ROIC, EPS, Sales, Cash, and book value per share..
If anyone can help me find or create definitions for these, I am willing to share a worksheet I have created that calculates what a stock price should be based on a discounted cash flow method. You can then compare this against what the price is, and determine whether or not it's "on sale." It has worked REALLY well for me, but without the Advfn elements, I am a ship without a rudder.
This method is based on Phil Town's Rule #1 Investing and essentially takes his book and breaks it down into a spreadsheet - it automates (or it did) his process. This spreadsheet is a value investors dream. So if you have a source for this information and can help create some elements, let's talk.
That's a good idea, but not sure how Gurufocus could automate the system like I had it with the Advfn values. And it does work well - one of my recent "wins" came from my sheet identifying that RH was on sale at $40 a few years back...not too shabby of a return so far.
The way that my sheet use to work, based on Phil's system, was that I would run a screen based on set criteria that would return about 50 candidates. I would then cut and paste the symbols into my sheet and it would pull the 10 year data for ROIC, EPS, Sales, Cash. Rule #1 isn't necessarily about that raw data as it is about the growth rates over ten years. So my sheet would take the raw data, calculate the growth rates and based on the growth rates, I could quickly see if it was a valid candidate. If so, the sheet would then calculate what the future price could/should be, assuming it was a good company and the 10 year trend continued (this is where some of the subjectivity and research into the company comes in). Then the sheet would discount that future price to what the current price should be. You then add in a margin of safety to the calculated current price, and compare that against current market price. If the margin of safety price is less than the market price, and subjective analysis of the company is strong, it's one to strongly consider.
This entire process was automated with the Advfn values. I would run a screen, copy/paste ticker symbols and out would pop potential winners.
Do you think that could be done with Gurufocus? I am not familiar with the paid version of the site, but would be happy to become a member if it restored functionality of the sheet with some tweeking.
Thanks,Brent
On Sunday, October 13, 2019, 01:23:58 PM EDT, Randy Harmelink rharmelink@gmail.com [smf_addin] <smf_addin@yahoogroups.com> wrote:
If it works that well, why not subscribe to GuruFocus? You could probably even automate the process with their screener tool, even to send you email alerts of stocks making their way onto or off of your selection universe.
On Sun, Oct 13, 2019 at 9:18 AM freefaller6@
Has anyone found a solution yet for a workaround for the Advfn elements that no longer work? Specifically, I am looking for definitions that can provide 10 years worth of ROIC, EPS, Sales, Cash, and book value per share..
If anyone can help me find or create definitions for these, I am willing to share a worksheet I have created that calculates what a stock price should be based on a discounted cash flow method. You can then compare this against what the price is, and determine whether or not it's "on sale." It has worked REALLY well for me, but without the Advfn elements, I am a ship without a rudder.
This method is based on Phil Town's Rule #1 Investing and essentially takes his book and breaks it down into a spreadsheet - it automates (or it did) his process. This spreadsheet is a value investors dream. So if you have a source for this information and can help create some elements, let's talk.
Sun Oct 13, 2019 4:39 pm (PDT) . Posted by:
mmls011
Hello Randy -
I am looking for a code to get Annual or Quarterly dividend amount (common shares) by using RCHGetElementNumber function. I have no subscriptions for premium content. What is best number to use?
Thanks in advance.
Milan
I am looking for a code to get Annual or Quarterly dividend amount (common shares) by using RCHGetElementNumber function. I have no subscriptions for premium content. What is best number to use?
Thanks in advance.
Milan
Sun Oct 13, 2019 4:48 pm (PDT) . Posted by:
"Randy Harmelink" rharmelink
If you need a number of them, you should use the smfGetYahooPortfolioView()
function. It has fields for trailing annual dividend and for projected
annual dividend.
Both of those are also available as RCHGetElementNumber() elements, pulling
them from the Yahoo Key Statistics web page.
I don't know of any single field for a quarterly dividend, since that could
be one dividend for the quarter, or three monthly dividends for the
quarter. It is possible using smfGetYahooHistory(), but that method could
be unreliable and slow.
On Sun, Oct 13, 2019 at 4:39 PM mmls011@... wrote:
> I am looking for a code to get Annual or Quarterly dividend amount (common
> shares) by using RCHGetElementNumber function. I have no subscriptions for
> premium content. What is best number to use?
>
>
>
function. It has fields for trailing annual dividend and for projected
annual dividend.
Both of those are also available as RCHGetElementNumber
them from the Yahoo Key Statistics web page.
I don't know of any single field for a quarterly dividend, since that could
be one dividend for the quarter, or three monthly dividends for the
quarter. It is possible using smfGetYahooHistory(
be unreliable and slow.
On Sun, Oct 13, 2019 at 4:39 PM mmls011@... wrote:
> I am looking for a code to get Annual or Quarterly dividend amount (common
> shares) by using RCHGetElementNumber function. I have no subscriptions for
> premium content. What is best number to use?
>
>
>
Sun Oct 13, 2019 7:00 pm (PDT) . Posted by:
nelsonmuntz1000
Hi Randy
I used to be able to Fund % by sector from Morningstar using the following formula:
=RCHGetTableCell("http://quote.morningstar.ca/QuickTakes/fund/PortfolioOverviewNew.aspx?t="&"0P0000723X",1,"<tbody","<tr","<tr",">Consumer Cyclical")/100*(1-SUM($CN206:$CQ206))
This no longer works with the recent changes to their website.
I tried modifying the formula but had no luck.Is it possible to extract these numbers and the fund name from the new pages?
Reference page https://www.morningstar.ca/ca/report/fund/portfolio.aspx?t=0P0000723X https://www.morningstar.ca/ca/report/fund/portfolio.aspx?t=0P0000723X
Thanks in advance
I used to be able to Fund % by sector from Morningstar using the following formula:
=RCHGetTableCell("http://quote.morningstar.ca/QuickTakes/fund/PortfolioOverviewNew.aspx?t="&"0P0000723X",1,"<tbody","<tr","<tr",">Consumer Cyclical")/100*(1-SUM($CN206:$CQ206))
This no longer works with the recent changes to their website.
I tried modifying the formula but had no luck.Is it possible to extract these numbers and the fund name from the new pages?
Reference page https://www.morningstar.ca/ca/report/fund/portfolio.aspx?t=0P0000723X https://www.morningstar.ca/ca/report/fund/portfolio.aspx?t=0P0000723X
Thanks in advance
Mon Oct 14, 2019 1:14 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
Sorry, but the page is now generated dynamically with data retrieved from
an API that requires credentials. As is, the add-in isn't written in a way
that could pass along those credentials.
The IE object within EXCEL doesn't even render the web page...
On Sun, Oct 13, 2019 at 7:01 PM ccoupe300@... wrote:
> I used to be able to Fund % by sector from Morningstar using the following
> formula:
>
> =RCHGetTableCell("
> http://quote.morningstar.ca/QuickTakes/fund/PortfolioOverviewNew.aspx?t="&"0P0000723X",1,"<tbody","<tr","<tr",">Consumer
> Cyclical")/100*(1-SUM($CN206:$CQ206))
> This no longer works with the recent changes to their website.
>
> I tried modifying the formula but had no luck.Is it possible to extract
> these numbers and the fund name from the new pages?
>
> Reference page
> https://www.morningstar.ca/ca/report/fund/portfolio.aspx?t=0P0000723X
>
>
>
an API that requires credentials. As is, the add-in isn't written in a way
that could pass along those credentials.
The IE object within EXCEL doesn't even render the web page...
On Sun, Oct 13, 2019 at 7:01 PM ccoupe300@... wrote:
> I used to be able to Fund % by sector from Morningstar using the following
> formula:
>
> =RCHGetTableCell("
> http://quote.morningstar.ca/QuickTakes/fund/PortfolioOverviewNew.aspx?t="&"0P0000723X",1,"<tbody","<tr","<tr",">Consumer
> Cyclical")/100*(1-SUM($CN206:$CQ206))
> This no longer works with the recent changes to their website.
>
> I tried modifying the formula but had no luck.Is it possible to extract
> these numbers and the fund name from the new pages?
>
> Reference page
> https://www.morningstar.ca/ca/report/fund/portfolio.aspx?t=0P0000723X
>
>
>
For the Add-in, Documentation, Templates, Tips and FAQs, visit http://ogres-crypt.com/SMF
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