Kamis, 02 Agustus 2012

[smf_addin] Digest Number 2300

15 New Messages

Digest #2300
1a
Re: DCF by "Kermit W. Prather" kermitpra
1b
Re: DCF by "Ron Spruell" hashky
1c
Re: DCF by "Bruce" bruce.bogart
1d
Re: DCF by "Kermit W. Prather" kermitpra
2a
Re: Morningstar List of Stocks by "Ron Spruell" hashky
2b
4c
Re: Adding $NAHL chart to RCHCreateComment by "Randy Harmelink" rharmelink
4f
Re: Adding $NAHL chart to RCHCreateComment by "Randy Harmelink" rharmelink

Messages

Thu Aug 2, 2012 6:40 am (PDT) . Posted by:

"Kermit W. Prather" kermitpra

I downloaded your file and it does not work. The .XLSM implies there should
be a macro but none is present.

I have my Excel trust settings to allow all macros.

When I change a symbol in column A nothing happens. Am I suppose to do
something?

Columns A thru G contains the values below. What are the values in row 2?



Ticker
Price
DCF EPS


d1t1
l1
e



When I create a spreadsheet I always make a worksheet name "Instructions"
where I explain what the spreadsheet does and how one should use it. The
reason I do this isn't so much to provide others the instructions but for me
when I visit it months later.

I'd love to see folks posting their work do the same. It should save lots of
question and you may find it useful when you revisit your work.

Of course, not everyone has my bad memory.

Thanks for contributing your work. We do appreciate it.

Kermit

-----Original Message-----
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf
Of Bruce
Sent: Wednesday, August 01, 2012 10:16 AM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Re: DCF



Sorry, my mistake, I'll upload it again without the link.


Thu Aug 2, 2012 7:19 am (PDT) . Posted by:

"Ron Spruell" hashky

Kermit -

I didn't have any problem with it - other than I know very little about DCF.

Did you update the links?  Are you running Excel 2007 or 2010?

Ron Spruell

>________________________________
> From: Kermit W. Prather <kermitp@tampabay.rr.com>
>To: smf_addin@yahoogroups.com
>Sent: Thursday, August 2, 2012 8:40 AM
>Subject: RE: [smf_addin] Re: DCF
>
>
> 
>I downloaded your file and it does not work. The .XLSM implies there should be a macro but none is present.
> 
>I have my Excel trust settings to allow all macros.
> 
>When I change a symbol in column A nothing happens. Am I suppose to do something?
> 
>Columns A thru G contains the values below. What are the values in row 2?
> 
> 
>Ticker Price DCF   EPS
> d1t1 l1 e
> 
> 
>When I create a spreadsheet I always make a worksheet name "Instructions" where I explain what the spreadsheet does and how one should use it. The reason I do this isn't so much to provide others the instructions but for me when I visit it months later.
> 
>I'd love to see folks posting their work do the same. It should save lots of question and you may find it useful when you revisit your work.
> 
>Of course, not everyone has my bad memory.
> 
>Thanks for contributing your work. We do appreciate it.
> 
>Kermit
> 
>-----Original Message-----
>From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Bruce
>Sent: Wednesday, August 01, 2012 10:16 AM
>To: smf_addin@yahoogroups.com
>Subject: [smf_addin] Re: DCF
> 
> 
> 
>Sorry, my mistake, I'll upload it again without the link.
> 
> 
>
>
>

Thu Aug 2, 2012 9:45 am (PDT) . Posted by:

"Bruce" bruce.bogart



Ron, thank you.

1. Great idea! I'll automate Column H per your most excellent suggestion and upload the new and improved spreadsheet this afternoon.

2. Good question. I'll extend the spreadsheet to support up 200 tickers, just delete the unneeded rows. There must be a better way to do this, I welcome suggestions.

3. As Randy said, there are many ways to calculate "Fair Value". I don't know how Morningstar does their calculation but some of the differences may include: Book Value (I omit it), Periods (I support 3 and can easily add more), Duration of Period (I let you decide), CAGR (I let you decide), Discount Rate (I let you decide).

--- In smf_addin@yahoogroups.com, Ron Spruell <hashky@...> wrote:
>
> Bruce -
>
> Very nice!
>
> 1.  Why didn't you automate Column H?
>  
> Cell H2
>
> EPS Next 5Y
>
> Cell H8:H27
> =RCHGetTableCell("http://finviz.com/quote.ashx?t="&smfJoin($A$8:$A$29,","),1,"?t="&$A8&"&",">"&H$2)
>
> 2.  How can I add more tickers?  I tried copying down the page but that doesn't work.
>
> 3.  I did one ticker CAT.  Morningstar has a "Fair Value" of 103.3.  I believe that they also use DCF to establish the "Fair Value".  Your DCF returns 153.57.  How can I get these 2 be more in agreement?
>
> Ron Spruell
>
>
>
>
>
> >________________________________
> > From: Bruce <bruce@...>
> >To: smf_addin@yahoogroups.com
> >Sent: Tuesday, July 31, 2012 7:03 PM
> >Subject: [smf_addin] Re: DCF
> >
> >
> > 
> >
> >
> >Jason, I'm so glad you posted this request. I've long wanted to contribute something to Randy and the group as a way of saying "THANK YOU!".
> >
> >I'll upload a sample spreadsheet (DCF Template for smf_addin Group) to the Files area. It's pretty straightforward, and the math is documented in cell E1, but please let me know if you have any questions or need anything else. I start a new job on Monday so please ask your questions before Sunday. :)
> >
> >--- In smf_addin@yahoogroups.com, "Jason" <xxjaysonxx@> wrote:
> >>
> >> Does anyone have a good DCF template they wouldnt mind sharing?
> >>
> >
> >
> >
> >
> >
>

Thu Aug 2, 2012 1:55 pm (PDT) . Posted by:

"Kermit W. Prather" kermitpra

I have the latest SMF Addin 7-12-12 version. I'm am on excel 2007. And all links are fine I created a tag to correct the links on each spreadsheet I download. All others work just fine. On the DCF spreadsheet Nothing happens even when I force a recalculation.

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Ron Spruell
Sent: Thursday, August 02, 2012 10:19 AM
To: smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Re: DCF


Kermit -

I didn't have any problem with it - other than I know very little about DCF.

Did you update the links? Are you running Excel 2007 or 2010?

Ron Spruell


_____

From: Kermit W. Prather <kermitp@tampabay.rr.com>
To: smf_addin@yahoogroups.com
Sent: Thursday, August 2, 2012 8:40 AM
Subject: RE: [smf_addin] Re: DCF


I downloaded your file and it does not work. The .XLSM implies there should be a macro but none is present.

I have my Excel trust settings to allow all macros.

When I change a symbol in column A nothing happens. Am I suppose to do something?

Columns A thru G contains the values below. What are the values in row 2?



Ticker
Price
DCF EPS


d1t1
l1
e



When I create a spreadsheet I always make a worksheet name "Instructions" where I explain what the spreadsheet does and how one should use it. The reason I do this isn't so much to provide others the instructions but for me when I visit it months later.

I'd love to see folks posting their work do the same. It should save lots of question and you may find it useful when you revisit your work.

Of course, not everyone has my bad memory.

Thanks for contributing your work. We do appreciate it.

Kermit

-----Original Message-----
From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Bruce
Sent: Wednesday, August 01, 2012 10:16 AM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] Re: DCF



Sorry, my mistake, I'll upload it again without the link.




Thu Aug 2, 2012 7:39 am (PDT) . Posted by:

"Ron Spruell" hashky

I logon to M* through the local library's Website.  M* calls that "Library Premium".  You can do more than with the free version, but not as much as with the Premium version. 

I can't save stock screens either.  I tried cutting and pasting the output from the screener into Excel.  I tried to compare the names with Yahoo and/or Finviz.  It was too much work.

For example:
"3M Company" is different than "3M Co", which is different from "3M Co.".

I don't know how to do a "sounds like", or mostly matches.

Ron Spruell

>________________________________
> From: oryxius <oryxius@yahoo.com>
>To: smf_addin@yahoogroups.com
>Sent: Thursday, August 2, 2012 2:47 AM
>Subject: [smf_addin] Re: Morningstar List of Stocks
>
>
> 
>Hello Ron,
>
>What do you mean by "Library Premium"? I have their paid Premium subscription, but the only way to download their stock list is to run a screen, then click through every stock to add it to a portfolio (with a maximum of 200 stocks per portfolio), then export the portfolio to excel. Not an attractive way to get the list, especially if you wish to update it periodically.
>
>MK
>
>--- In smf_addin@yahoogroups.com, Ron Spruell <hashky@...> wrote:
>>
>> I had a similar problem with the "Library Premium" version.  I could get the name of the company, but not the Ticker from their screener.  They told me that feature was not available with the "Library Premium" version.  The implication wat that it is available with the Premium version.
>>
>> Ron Spruell
>>
>>
>>
>>
>> >________________________________
>> > From: oryxius <oryxius@...>
>> >To: smf_addin@yahoogroups.com
>> >Sent: Wednesday, August 1, 2012 4:34 AM
>> >Subject: [smf_addin] Morningstar List of Stocks
>> >
>> >
>> > 
>> >Anyone knows how to get the full ticker list of stocks covered by Morningstar with analyst reports (about 1700)? I couldn't find a practical way to download the list from their online screener.
>> >
>> >
>> >
>> >
>> >
>>
>
>
>
>
>

Thu Aug 2, 2012 11:58 am (PDT) . Posted by:

"oryxius" oryxius

I see. I have just managed to save a screen (stocks = 5-stars & >= C grade in financial health). I got 59 stocks in the screen and was able to save them into a watchlist then downloaded them into excel. All worked fine, but it took too much work and I probably have to go through the process again if I want to update the list with Morningstar's stock upgrades or downgrades. I would be happy to email you the list if interested. It is better than nothing, but not exactly what I was looking for.

MK

--- In smf_addin@yahoogroups.com, Ron Spruell <hashky@...> wrote:
>
> I logon to M* through the local library's Website.  M* calls that "Library Premium".  You can do more than with the free version, but not as much as with the Premium version. 
>
>
> I can't save stock screens either.  I tried cutting and pasting the output from the screener into Excel.  I tried to compare the names with Yahoo and/or Finviz.  It was too much work.
>
> For example:
> "3M Company" is different than "3M Co", which is different from "3M Co.".
>
> I don't know how to do a "sounds like", or mostly matches.
>
>
> Ron Spruell
>
>
>
>
> >________________________________
> > From: oryxius <oryxius@...>
> >To: smf_addin@yahoogroups.com
> >Sent: Thursday, August 2, 2012 2:47 AM
> >Subject: [smf_addin] Re: Morningstar List of Stocks
> >
> >
> > 
> >Hello Ron,
> >
> >What do you mean by "Library Premium"? I have their paid Premium subscription, but the only way to download their stock list is to run a screen, then click through every stock to add it to a portfolio (with a maximum of 200 stocks per portfolio), then export the portfolio to excel. Not an attractive way to get the list, especially if you wish to update it periodically.
> >
> >MK
> >
> >--- In smf_addin@yahoogroups.com, Ron Spruell <hashky@> wrote:
> >>
> >> I had a similar problem with the "Library Premium" version.  I could get the name of the company, but not the Ticker from their screener.  They told me that feature was not available with the "Library Premium" version.  The implication wat that it is available with the Premium version.
> >>
> >> Ron Spruell
> >>
> >>
> >>
> >>
> >> >________________________________
> >> > From: oryxius <oryxius@>
> >> >To: smf_addin@yahoogroups.com
> >> >Sent: Wednesday, August 1, 2012 4:34 AM
> >> >Subject: [smf_addin] Morningstar List of Stocks
> >> >
> >> >
> >> > 
> >> >Anyone knows how to get the full ticker list of stocks covered by Morningstar with analyst reports (about 1700)? I couldn't find a practical way to download the list from their online screener.
> >> >
> >> >
> >> >
> >> >
> >> >
> >>
> >
> >
> >
> >
> >
>

Thu Aug 2, 2012 8:33 am (PDT) . Posted by:

"ngogerty1" ngogerty1

There is a little gotcha factor to look out for in the "annual" data presented. Annual historical data is presented based on the fiscal reporting versus calendar year. This means that any backward looking analysis of data need to adjust for those factors.

Nick

--- In smf_addin@yahoogroups.com, "ngogerty1" <nick@...> wrote:
>
> zarathustra,
>
> thanks the date submitted, seems to tie out. I haven't looked to see if it is the actual number and I don't know how restatements are handled so there is some uncertainty there. I hope others who examine this will take a look and contribute. I am using the past years for reference so the actual dates are less an issue, but I do hope the restatements are clean in the database.
>
> I would like to thank Randy and the community for putting such a great resource out there. The add in and community are fantastic.
>
> Nick
>
> --- In smf_addin@yahoogroups.com, zarathustra_winced@ wrote:
> >
> > Advfn has a field 'Date Preliminary Data Loaded' which is the date advfn obtained the data and put it in their database. I've looked at a few stocks and the dates seemed to be near report dates, at least for recent periods. I haven't done an exhaustive examination of the usefulness of this date, or spoke to anyone at advfn. Let me know if you do.
> > Sent via BlackBerry by AT&T
> >
> > -----Original Message-----
> > From: Randy Harmelink <rharmelink@>
> > Sender: smf_addin@yahoogroups.com
> > Date: Wed, 1 Aug 2012 14:39:21
> > To: <smf_addin@yahoogroups.com>
> > Reply-To: smf_addin@yahoogroups.com
> > Subject: Re: [smf_addin] Look ahead bias when using fundamental data
> >
> > It wouldn't be the add-in that gave you that capability, but the data
> > source. And I don't know of a free data source that has that capability.
> > You could go to something like StockScreen123.com or Portfolio123.com, but
> > then you wouldn't be using the add-in. They both just converted over to
> > using Compustat data.
> >
> > On Wed, Aug 1, 2012 at 2:00 PM, ngogerty1 <nick@> wrote:
> >
> > > Just curious if there is a "release data" associated with fundamental
> > > data. Often earnings via 10Q's and 10K's come out 4-10 weeks into the
> > > quarter. There is also restatement of earnings. Does the SMF-add in have
> > > any way of tracking the release dates of the data or restatements to give a
> > > true "point in time" view on available information. Any tips appreciated.
> > >
> >
>

Thu Aug 2, 2012 11:49 am (PDT) . Posted by:

"eremon9" eremon9

Hi Randy,

I'm trying to add a Stockcharts $NAHL chart to your excellent RCHCreateComment function as another Case statement. Seems like this should be straightforward, but I'm getting a #Value error in the cell with a standard comment. When I step through the code, execution doesn't make it past the statement:
oCell.Comment.Shape.Fill.UserPicture sURL

where sURL = "http://stockcharts.com/h-sc/ui?s=$NAHL&p=D&yr=0&mn=8&dy=0&id=p18090504589"

I've tried this url in IE and it returns the proper chart.

When that line of code is executing there's a lengthy delay while stuff goes on behind the scenes before execution ends.

Your assistance would be much appreciated.

Tom

Thu Aug 2, 2012 11:54 am (PDT) . Posted by:

"eremon9" eremon9

BTW, I'm using Office 10 with Windows 7. –tom

--- In smf_addin@yahoogroups.com, "eremon9" <tamurphy@...> wrote:
>
> Hi Randy,
>
> I'm trying to add a Stockcharts $NAHL chart to your excellent RCHCreateComment function as another Case statement. Seems like this should be straightforward, but I'm getting a #Value error in the cell with a standard comment. When I step through the code, execution doesn't make it past the statement:
> oCell.Comment.Shape.Fill.UserPicture sURL
>
> where sURL = "http://stockcharts.com/h-sc/ui?s=$NAHL&p=D&yr=0&mn=8&dy=0&id=p18090504589"
>
> I've tried this url in IE and it returns the proper chart.
>
> When that line of code is executing there's a lengthy delay while stuff goes on behind the scenes before execution ends.
>
> Your assistance would be much appreciated.
>
> Tom
>

Thu Aug 2, 2012 11:56 am (PDT) . Posted by:

"Randy Harmelink" rharmelink

The problem is that the URL you have below is for a WEB PAGE that contains
the image. A web page could contain hundreds of images. Instead, you need
the URL of the image all by itself. In this case:

http://stockcharts.com/c-sc/sc?s=$NAHL&p=D&yr=0&mn=8&dy=0&i=p18090504589&r=1343933635050

On Thu, Aug 2, 2012 at 11:49 AM, eremon9 <tamurphy@cableone.net> wrote:

>
> I'm trying to add a Stockcharts $NAHL chart to your excellent
> RCHCreateComment function as another Case statement. Seems like this should
> be straightforward, but I'm getting a #Value error in the cell with a
> standard comment. When I step through the code, execution doesn't make it
> past the statement:
> oCell.Comment.Shape.Fill.UserPicture sURL
>
> where sURL = "
> http://stockcharts.com/h-sc/ui?s=$NAHL&p=D&yr=0&mn=8&dy=0&id=p18090504589"
>
> I've tried this url in IE and it returns the proper chart.
>
> When that line of code is executing there's a lengthy delay while stuff
> goes on behind the scenes before execution ends.
>
> Your assistance would be much appreciated.
>

Thu Aug 2, 2012 12:27 pm (PDT) . Posted by:

"eremon9" eremon9

Thanks Randy! You're a rare gem. –tom

--- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@...> wrote:
>
> The problem is that the URL you have below is for a WEB PAGE that contains
> the image. A web page could contain hundreds of images. Instead, you need
> the URL of the image all by itself. In this case:
>
> http://stockcharts.com/c-sc/sc?s=$NAHL&p=D&yr=0&mn=8&dy=0&i=p18090504589&r=1343933635050
>
> On Thu, Aug 2, 2012 at 11:49 AM, eremon9 <tamurphy@...> wrote:
>
> >
> > I'm trying to add a Stockcharts $NAHL chart to your excellent
> > RCHCreateComment function as another Case statement. Seems like this should
> > be straightforward, but I'm getting a #Value error in the cell with a
> > standard comment. When I step through the code, execution doesn't make it
> > past the statement:
> > oCell.Comment.Shape.Fill.UserPicture sURL
> >
> > where sURL = "
> > http://stockcharts.com/h-sc/ui?s=$NAHL&p=D&yr=0&mn=8&dy=0&id=p18090504589"
> >
> > I've tried this url in IE and it returns the proper chart.
> >
> > When that line of code is executing there's a lengthy delay while stuff
> > goes on behind the scenes before execution ends.
> >
> > Your assistance would be much appreciated.
> >
>

Thu Aug 2, 2012 2:17 pm (PDT) . Posted by:

"eremon9" eremon9

Could you please tell me how to get the chart image rather than the webpage?

Also, the pTop and pLeft parameters are having no effect for me. Is there a trick I need to know?

Thanks.
Tom


--- In smf_addin@yahoogroups.com, "eremon9" <tamurphy@...> wrote:
>
> Thanks Randy! You're a rare gem. –tom
>
>
> --- In smf_addin@yahoogroups.com, Randy Harmelink <rharmelink@> wrote:
> >
> > The problem is that the URL you have below is for a WEB PAGE that contains
> > the image. A web page could contain hundreds of images. Instead, you need
> > the URL of the image all by itself. In this case:
> >
> > http://stockcharts.com/c-sc/sc?s=$NAHL&p=D&yr=0&mn=8&dy=0&i=p18090504589&r=1343933635050
> >
> > On Thu, Aug 2, 2012 at 11:49 AM, eremon9 <tamurphy@> wrote:
> >
> > >
> > > I'm trying to add a Stockcharts $NAHL chart to your excellent
> > > RCHCreateComment function as another Case statement. Seems like this should
> > > be straightforward, but I'm getting a #Value error in the cell with a
> > > standard comment. When I step through the code, execution doesn't make it
> > > past the statement:
> > > oCell.Comment.Shape.Fill.UserPicture sURL
> > >
> > > where sURL = "
> > > http://stockcharts.com/h-sc/ui?s=$NAHL&p=D&yr=0&mn=8&dy=0&id=p18090504589"
> > >
> > > I've tried this url in IE and it returns the proper chart.
> > >
> > > When that line of code is executing there's a lengthy delay while stuff
> > > goes on behind the scenes before execution ends.
> > >
> > > Your assistance would be much appreciated.
> > >
> >
>

Thu Aug 2, 2012 2:44 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

For me, in FireFox, I just use the right mouse button to click on the
image, and then choose the "View Image" option or the "Copy Link Location"
option to get to the URL of the image.

The pTop and pLeft only apply if you have chosen to make the comment box
visible -- that's an EXCEL limitation.

On Thu, Aug 2, 2012 at 2:17 PM, eremon9 <tamurphy@cableone.net> wrote:

> Could you please tell me how to get the chart image rather than the
> webpage?
>
> Also, the pTop and pLeft parameters are having no effect for me. Is there
> a trick I need to know?
>

Thu Aug 2, 2012 1:31 pm (PDT) . Posted by:

"leontancfa" leontancfa

Hi guys,

I know few places quote emini futures options, like ES and NQ's options. OptionsXpress is one of them.

I wonder if there is already a proven request format to get quotes of futures options?

I made some trial and errors and got all "Error". Hope that you can share your successful trials.

Thank you very much!

Thu Aug 2, 2012 1:38 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

These appears to work fine for me:

=smfGetOptionQuotes("ES 9/22 2012 $5 Call","b",,"OX")
=smfGetOptionQuotes("NQ 9/22 2012 $5 Call","b",,"OX")

Or are you asking about something else?

On Thu, Aug 2, 2012 at 12:45 PM, leontancfa <leontancfa@gmail.com> wrote:

>
> I know few places quote emini futures options, like ES and NQ's options.
> OptionsXpress is one of them.
>
> I wonder if there is already a proven request format to get quotes of
> futures options?
>
> I made some trial and errors and got all "Error". Hope that you can share
> your successful trials.
>
Diposting oleh EXCEL FEED LEARNING di 14.44

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