Selasa, 03 September 2013

[smf_addin] Digest Number 2756

6 New Messages

Digest #2756

Messages

Mon Sep 2, 2013 8:49 am (PDT) . Posted by:

dan-carroll


Thanks for the reminder - was too lazy to get to it before :-)

New version (5) posted.

Removed all those hyperlinks but added a master hyperlink to the
source sheet on GuruFocus at the top.

Cleaned up the formatting a bit so that it should print better.


--- In smf_addin@yahoogroups.com, <J_M_Kuehl@...> wrote:


Hi Dan, All the Field descriptions, are Hyperlinked to MMM, If
you want to remove the hyper links.

1. Enter 1 into a blank cell,

2. Copy the cell Cntrl-C

3. Highlight all the field Descriptions.

4. Select Edit Special

5. Select the Multiply option and then past.



Thanks for the Sheet


--- In smf_addin@yahoogroups.com, <amt2100@...> wrote:


Hi Dan,



I finally got the bugs worked out with my
���â'�'�location���â'�'� problems. Thanks for this file. I
looks like you���â'�'�ve learned a lot about using the add-in
instructions.

A great spreadsheet.



Thanks again,

Jim





From: smf_addin@yahoogroups.com
[mailto:smf_addin@yahoogroups.com] On Behalf Of dan-carroll@...
Sent: Sunday, September 01, 2013 7:34 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] RE: Fixes to 10 year model - GuruFocus





Version 4 is up.

I changed the dates at the top so that you have a numeric date
there now instead of a text string.

Data that is pulled from GuruFocus is taken over with an ISNUMBER
check to clean up the sheet.



--- In smf_addin@yahoogroups.com, <dan-carroll@...> wrote:

This string is to isolate fixes needed on the 10 year
GuruFocus-based model. I will flag that I am nowhere near in the
league of Randy & co, so if VB skills are needed, I'm out. This
is just my best effort at producing something to replace the 10
year ADVfn model by Mr. McGinnis, which was so helpful to me.



Formatting changes I can do, but I'd rather prioritize bugs and
errors.



I'd also welcome anyone else having a go at building on this.
Just please attach a version number and flag the changes on this
thread.



One last note: though Gurufocus does standardize the data, not
all fields occur for each stock. If the sheet attempts to pull
data that isn't there, you will get "Error". In some cases where
I've gotten this I've modified the rows to put zeroes if "Error"
is returned, but I haven't done it for the whole sheet (too lazy
I guess :-)) The data for "Inventory&quot; and "Days Inventory" and
"Inventory Turnover" were examples. See the light green blocked
data on rows 117/118 of v3 for an example.



I have just uploaded Version 3 of the sheet



Changes made in previous iteration:

���Ò�· Stock Price in A4 ���â'�'� changed to
=RCHGetYahooQuotes(Ticker,"l1"), per Randy���â'�'�s Suggestion

Issues addressed this iteration (v3):

Kermit:

1. Cells O2 ���â'�'� S2 return
���â'�'�Error���â'�'�
=RCHGetTableCell("http://www.gurufocus.com/financials/
<http://www.gurufocus.com/financials/> "&$A$1,O$3,"except for per
share",">"&$B2) in my copy A1 thru b3 is a merged cell defined
as Ticker

���Ò�· I went back and did a global change of $A$1 to
Ticker. That was an oversight on my part, for which I apologize.
I���â'�'�m not used to producing sheets for others to use, so
I tend to skimp on the cleanup and user-friendliness.

���Ò�· Which ticker are you using? The sheet had some
problems with companies that have a short history, which I hoped
I had fixed, but maybe not. Let me know the ticker and
I���â'�'�ll see what I error I get and try to come up with a
fix.

2. Rows 87 ���â'�'� 96 are totally blank except a return
���â'�'�Error���â'�'� =RCHGetElementNumber(Ticker,1)

���Ò�· That block should return the ���â'�'�company
description���â'�'� from MSN. It does for some tickers, not
for others. You can delete it if you want.

3. Row ���â'�'�N���â'�'� has no heading, but I noticed
starting in Cell N130 thru N136 they are Averages I would enter
AVG in Cell N129

���Ò�· Done. Also put the label in Row 5. The column is
mostly there to separate annual from quarterly numbers, but for
valuation I thought I���â'�'�d throw in some averages

4. I was a little confused as to what rows 123 thru 128 were
the growth rate of. Seems to me those rows should be right after
row 24

���Ò�· On location, I prefer to get the three financial
statements in first. Feel free to move the rows around as you
prefer. If a lot of people would prefer that format, let me know
and I���â'�'�ll do it.

���Ò�· As to what they are the growth rates of, I
thought the rows were labeled clearly. They are Y/Y growth rates
for Revenues, EBITDA, etc. Let me know if the labeling is
confusing.

5. I noticed a later email that you had made a change. I
downloaded at 9:55am U.S. EST so I may not have latest level. So
might I suggest that you include a version level maybe in cell
C4.

���Ò�· The only change in that version was to the price
in A4, as noted above.



Randy:

Cell C135 has a #REF error...



���Ò�· Fixed ���â'�'� my bad.

For me, rows 138 and 139 show up as "######" because the format
is too wide for the columns. You can probably drop everything to
the right of the decimal point.

���Ò�· Done. I tend to look at smaller cap stocks, so I
left a single decimal place for the income, balance sheet and CF
statements.

Other Changes:

I went ahead and moved some of the data from below the 3 major
statements around ���â'�'� moved margins and growth to just
below description block, as I think those are higher priority. I
also moved some of the balance sheet measures to the balance
sheet block from ���â'�'�Misc���â'�'� and Capital
Efficiency. Also renamed ���â'�'�Capital Efficiency���â'�'�
to ���â'�'�Returns���â'�'�

As noted at the top, I also modified certain rows where the data
is not always there, to replace "Error" messages with zeroes -
"Treasury Stock" is an example.


Mon Sep 2, 2013 10:41 am (PDT) . Posted by:

ddbohrer


Could you point me to the location of the file to download that
has the Guru 10 year statements




--- In smf_addin@yahoogroups.com, <dan-carroll@...> wrote:


Thanks for the reminder - was too lazy to get to it before :-)

New version (5) posted.

Removed all those hyperlinks but added a master hyperlink to the
source sheet on GuruFocus at the top.

Cleaned up the formatting a bit so that it should print better.


--- In smf_addin@yahoogroups.com, <J_M_Kuehl@...> wrote:


Hi Dan, All the Field descriptions, are Hyperlinked to MMM, If
you want to remove the hyper links.

1. Enter 1 into a blank cell,

2. Copy the cell Cntrl-C

3. Highlight all the field Descriptions.

4. Select Edit Special

5. Select the Multiply option and then past.



Thanks for the Sheet


--- In smf_addin@yahoogroups.com, <amt2100@...> wrote:


Hi Dan,



I finally got the bugs worked out with my
���Ò�¢Ò�'�Ò�'�location���Ò�¢Ò�'�Ò�'� problems. Thanks
for this file. I looks like you���Ò�¢Ò�'�Ò�'�ve learned a
lot about using the add-in instructions.

A great spreadsheet.



Thanks again,

Jim





From: smf_addin@yahoogroups.com
[mailto:smf_addin@yahoogroups.com] On Behalf Of dan-carroll@...
Sent: Sunday, September 01, 2013 7:34 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] RE: Fixes to 10 year model - GuruFocus





Version 4 is up.

I changed the dates at the top so that you have a numeric date
there now instead of a text string.

Data that is pulled from GuruFocus is taken over with an ISNUMBER
check to clean up the sheet.



--- In smf_addin@yahoogroups.com, <dan-carroll@...> wrote:

This string is to isolate fixes needed on the 10 year
GuruFocus-based model. I will flag that I am nowhere near in the
league of Randy & co, so if VB skills are needed, I'm out. This
is just my best effort at producing something to replace the 10
year ADVfn model by Mr. McGinnis, which was so helpful to me.



Formatting changes I can do, but I'd rather prioritize bugs and
errors.



I'd also welcome anyone else having a go at building on this.
Just please attach a version number and flag the changes on this
thread.



One last note: though Gurufocus does standardize the data, not
all fields occur for each stock. If the sheet attempts to pull
data that isn't there, you will get "Error". In some cases where
I've gotten this I've modified the rows to put zeroes if "Error"
is returned, but I haven't done it for the whole sheet (too lazy
I guess :-)) The data for "Inventory&quot; and "Days Inventory" and
"Inventory Turnover" were examples. See the light green blocked
data on rows 117/118 of v3 for an example.



I have just uploaded Version 3 of the sheet



Changes made in previous iteration:

���Ò�'�Ò�· Stock Price in A4 ���Ò�¢Ò�'�Ò�'�
changed to =RCHGetYahooQuotes(Ticker,"l1"), per
Randy���Ò�¢Ò�'�Ò�'�s Suggestion

Issues addressed this iteration (v3):

Kermit:

1. Cells O2 ���Ò�¢Ò�'�Ò�'� S2 return
���Ò�¢Ò�'�Ò�'�Error���Ò�¢Ò�'�Ò�'�
=RCHGetTableCell("http://www.gurufocus.com/financials/
<http://www.gurufocus.com/financials/> "&$A$1,O$3,"except for per
share",">"&$B2) in my copy A1 thru b3 is a merged cell defined
as Ticker

���Ò�'�Ò�· I went back and did a global change of
$A$1 to Ticker. That was an oversight on my part, for which I
apologize. I���Ò�¢Ò�'�Ò�'�m not used to producing sheets
for others to use, so I tend to skimp on the cleanup and
user-friendliness.

���Ò�'�Ò�· Which ticker are you using? The sheet had
some problems with companies that have a short history, which I
hoped I had fixed, but maybe not. Let me know the ticker and
I���Ò�¢Ò�'�Ò�'�ll see what I error I get and try to come up
with a fix.

2. Rows 87 ���Ò�¢Ò�'�Ò�'� 96 are totally blank except
a return ���Ò�¢Ò�'�Ò�'�Error���Ò�¢Ò�'�Ò�'�
=RCHGetElementNumber(Ticker,1)

���Ò�'�Ò�· That block should return the
���Ò�¢Ò�'�Ò�'�company description���Ò�¢Ò�'�Ò�'� from
MSN. It does for some tickers, not for others. You can delete it
if you want.

3. Row ���Ò�¢Ò�'�Ò�'�N���Ò�¢Ò�'�Ò�'� has no
heading, but I noticed starting in Cell N130 thru N136 they are
Averages I would enter AVG in Cell N129

���Ò�'�Ò�· Done. Also put the label in Row 5. The
column is mostly there to separate annual from quarterly numbers,
but for valuation I thought I���Ò�¢Ò�'�Ò�'�d throw in some
averages

4. I was a little confused as to what rows 123 thru 128 were
the growth rate of. Seems to me those rows should be right after
row 24

���Ò�'�Ò�· On location, I prefer to get the three
financial statements in first. Feel free to move the rows around
as you prefer. If a lot of people would prefer that format, let
me know and I���Ò�¢Ò�'�Ò�'�ll do it.

���Ò�'�Ò�· As to what they are the growth rates of, I
thought the rows were labeled clearly. They are Y/Y growth rates
for Revenues, EBITDA, etc. Let me know if the labeling is
confusing.

5. I noticed a later email that you had made a change. I
downloaded at 9:55am U.S. EST so I may not have latest level. So
might I suggest that you include a version level maybe in cell
C4.

���Ò�'�Ò�· The only change in that version was to the
price in A4, as noted above.



Randy:

Cell C135 has a #REF error...



���Ò�'�Ò�· Fixed ���Ò�¢Ò�'�Ò�'� my bad.

For me, rows 138 and 139 show up as "######" because the format
is too wide for the columns. You can probably drop everything to
the right of the decimal point.

���Ò�'�Ò�· Done. I tend to look at smaller cap
stocks, so I left a single decimal place for the income, balance
sheet and CF statements.

Other Changes:

I went ahead and moved some of the data from below the 3 major
statements around ���Ò�¢Ò�'�Ò�'� moved margins and growth
to just below description block, as I think those are higher
priority. I also moved some of the balance sheet measures to the
balance sheet block from
���Ò�¢Ò�'�Ò�'�Misc���Ò�¢Ò�'�Ò�'� and Capital
Efficiency. Also renamed ���Ò�¢Ò�'�Ò�'�Capital
Efficiency���Ò�¢Ò�'�Ò�'� to
���Ò�¢Ò�'�Ò�'�Returns���Ò�¢Ò�'�Ò�'�

As noted at the top, I also modified certain rows where the data
is not always there, to replace "Error" messages with zeroes -
"Treasury Stock" is an example.


Mon Sep 2, 2013 11:04 am (PDT) . Posted by:

hamishthedenizen


Go to Files > Uploads by Forum Members





http://groups.yahoo.com/neo/groups/smf_addin/files/Uploads%20by%2\
0forum%20members





it's the third file down, named "10 year model - GuruFocus.xlsx
<http://f1.grp.yahoofs.com/v1/mNIkUsEt8C2lIEfaQ_aVdzHZHO08bX3CHI5\
ui2J5yaLVhMrcj_FEVEStrN3p-otm0kJBLbf1eT29zG5S1cdeV38B45DcEFw/Uplo&#92;
ads%20by%20forum%20members/10%20year%20model%20-%20GuruFocus.xlsx\
> "



--- In smf_addin@yahoogroups.com, <ddbohrer@...> wrote:


Could you point me to the location of the file to download that
has the Guru 10 year statements




--- In smf_addin@yahoogroups.com, <dan-carroll@...> wrote:


Thanks for the reminder - was too lazy to get to it before :-)

New version (5) posted.

Removed all those hyperlinks but added a master hyperlink to the
source sheet on GuruFocus at the top.

Cleaned up the formatting a bit so that it should print better.


--- In smf_addin@yahoogroups.com, <J_M_Kuehl@...> wrote:


Hi Dan, All the Field descriptions, are Hyperlinked to MMM, If
you want to remove the hyper links.

1. Enter 1 into a blank cell,

2. Copy the cell Cntrl-C

3. Highlight all the field Descriptions.

4. Select Edit Special

5. Select the Multiply option and then past.



Thanks for the Sheet


--- In smf_addin@yahoogroups.com, <amt2100@...> wrote:


Hi Dan,



I finally got the bugs worked out with my
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�location���Ò�'�Ò�¢Ò�'\
�Ò�'�Ò�'�Ò�'� problems. Thanks for this file. I looks like
you���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�ve learned a lot about
using the add-in instructions.

A great spreadsheet.



Thanks again,

Jim





From: smf_addin@yahoogroups.com
[mailto:smf_addin@yahoogroups.com] On Behalf Of dan-carroll@...
Sent: Sunday, September 01, 2013 7:34 PM
To: smf_addin@yahoogroups.com
Subject: [smf_addin] RE: Fixes to 10 year model - GuruFocus





Version 4 is up.

I changed the dates at the top so that you have a numeric date
there now instead of a text string.

Data that is pulled from GuruFocus is taken over with an ISNUMBER
check to clean up the sheet.



--- In smf_addin@yahoogroups.com, <dan-carroll@...> wrote:

This string is to isolate fixes needed on the 10 year
GuruFocus-based model. I will flag that I am nowhere near in the
league of Randy & co, so if VB skills are needed, I'm out. This
is just my best effort at producing something to replace the 10
year ADVfn model by Mr. McGinnis, which was so helpful to me.



Formatting changes I can do, but I'd rather prioritize bugs and
errors.



I'd also welcome anyone else having a go at building on this.
Just please attach a version number and flag the changes on this
thread.



One last note: though Gurufocus does standardize the data, not
all fields occur for each stock. If the sheet attempts to pull
data that isn't there, you will get "Error". In some cases where
I've gotten this I've modified the rows to put zeroes if "Error"
is returned, but I haven't done it for the whole sheet (too lazy
I guess :-)) The data for "Inventory&quot; and "Days Inventory" and
"Inventory Turnover" were examples. See the light green blocked
data on rows 117/118 of v3 for an example.



I have just uploaded Version 3 of the sheet



Changes made in previous iteration:

���Ò�'�Ò�'�Ò�'�Ò�· Stock Price in A4
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'� changed to
=RCHGetYahooQuotes(Ticker,"l1"), per
Randy���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�s Suggestion

Issues addressed this iteration (v3):

Kermit:

1. Cells O2 ���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'� S2 return
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�Error���Ò�'�Ò�¢Ò�'�Ò\
�'�Ò�'�Ò�'�
=RCHGetTableCell("http://www.gurufocus.com/financials/
<http://www.gurufocus.com/financials/> "&$A$1,O$3,"except for per
share",">"&$B2) in my copy A1 thru b3 is a merged cell defined
as Ticker

���Ò�'�Ò�'�Ò�'�Ò�· I went back and did a global
change of $A$1 to Ticker. That was an oversight on my part, for
which I apologize. I���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�m not
used to producing sheets for others to use, so I tend to skimp on
the cleanup and user-friendliness.

���Ò�'�Ò�'�Ò�'�Ò�· Which ticker are you using?
The sheet had some problems with companies that have a short
history, which I hoped I had fixed, but maybe not. Let me know
the ticker and I���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�ll see what
I error I get and try to come up with a fix.

2. Rows 87 ���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'� 96 are
totally blank except a return
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�Error���Ò�'�Ò�¢Ò�'�Ò\
�'�Ò�'�Ò�'� =RCHGetElementNumber(Ticker,1)

���Ò�'�Ò�'�Ò�'�Ò�· That block should return the
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�company
description���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'� from MSN. It
does for some tickers, not for others. You can delete it if you
want.

3. Row
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�N���Ò�'�Ò�¢Ò�'�Ò�'�\
Ò�'�Ò�'� has no heading, but I noticed starting in Cell N130
thru N136 they are Averages I would enter AVG in Cell N129

���Ò�'�Ò�'�Ò�'�Ò�· Done. Also put the label in
Row 5. The column is mostly there to separate annual from
quarterly numbers, but for valuation I thought
I���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�d throw in some averages

4. I was a little confused as to what rows 123 thru 128 were
the growth rate of. Seems to me those rows should be right after
row 24

���Ò�'�Ò�'�Ò�'�Ò�· On location, I prefer to get
the three financial statements in first. Feel free to move the
rows around as you prefer. If a lot of people would prefer that
format, let me know and I���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�ll
do it.

���Ò�'�Ò�'�Ò�'�Ò�· As to what they are the growth
rates of, I thought the rows were labeled clearly. They are Y/Y
growth rates for Revenues, EBITDA, etc. Let me know if the
labeling is confusing.

5. I noticed a later email that you had made a change. I
downloaded at 9:55am U.S. EST so I may not have latest level. So
might I suggest that you include a version level maybe in cell
C4.

���Ò�'�Ò�'�Ò�'�Ò�· The only change in that
version was to the price in A4, as noted above.



Randy:

Cell C135 has a #REF error...



���Ò�'�Ò�'�Ò�'�Ò�· Fixed
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'� my bad.

For me, rows 138 and 139 show up as "######" because the format
is too wide for the columns. You can probably drop everything to
the right of the decimal point.

���Ò�'�Ò�'�Ò�'�Ò�· Done. I tend to look at
smaller cap stocks, so I left a single decimal place for the
income, balance sheet and CF statements.

Other Changes:

I went ahead and moved some of the data from below the 3 major
statements around ���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'� moved
margins and growth to just below description block, as I think
those are higher priority. I also moved some of the balance sheet
measures to the balance sheet block from
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�Misc���Ò�'�Ò�¢Ò�'�Ò�\
'�Ò�'�Ò�'� and Capital Efficiency. Also renamed
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�Capital
Efficiency���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'� to
���Ò�'�Ò�¢Ò�'�Ò�'�Ò�'�Ò�'�Returns���Ò�'�Ò�¢Ò�'�\
Ò�'�Ò�'�Ò�'�

As noted at the top, I also modified certain rows where the data
is not always there, to replace "Error" messages with zeroes -
"Treasury Stock" is an example.


Mon Sep 2, 2013 11:54 am (PDT) . Posted by:

"PC_BABE" cs.holdings

web page http://www.grahaminvestor.com/screens/piotroski-scores/

From: smf_addin@yahoogroups.com [mailto:smf_addin@yahoogroups.com] On Behalf Of Randy Harmelink
Sent: Sunday, September 1, 2013 7:41 PM
To: smf_addin@yahoogroups.com; smf_addin@yahoogroups.com; smf_addin@yahoogroups.com
Subject: Re: [smf_addin] Altman_Piotroski XLS

That's because it uses data from AdvFN, who has been tinkering around with their data and web page processing over the past month, so nothing from them is coming through at this point.

On Sun, Sep 1, 2013 at 1:11 PM, yjeffs1 <yjshaham@gmail.com <mailto:yjshaham@gmail.com> > wrote:

All the data is in error and #value; any suggestion what is missing?
Could it be older SMF functions versions?
Any instructions how to work it?

Mon Sep 2, 2013 8:16 pm (PDT) . Posted by:

zzzip989

Hello all,I need to use something to automatically access a
website and take the data at the end of each weekday - lets say
6pm. Slightly confusing (or maybe easier?) - the website has a
link to export a csv.

From this website:http://www.finviz.com/ screener.ashx?v=151&ft=4
<http://www.finviz.com/screener.ashx?v=151&ft=4>

It runs a stock screen and there is a link on the bottom of the
screen to export a csv (this is the link to download the csv of
the website screen):http://www.finviz.com/export. ashx?v=151&ft=4
<http://www.finviz.com/export.ashx?v=151&ft=4>

My main goal is for this data to be downloaded somewhere
(preferably to Excel) on my desktop each day - even if I can't
get to my computer. The reason behind all this craziness is that
the website does not save historical data so I need to pull it
everyday and archive it myself.
My first try was with google docs but I don't know if that's the
best option.
I greatly appreciate the help for whoever is feeling generous :)

Mon Sep 2, 2013 8:30 pm (PDT) . Posted by:

"Randy Harmelink" rharmelink

I'd suggest a Google search for "Download scheduler"...

On Mon, Sep 2, 2013 at 7:50 PM, <ryan.e.morse@gmail.com> wrote:

> I need to use something to automatically access a website and take the
> data at the end of each weekday - lets say 6pm. Slightly confusing (or
> maybe easier?) - the website has a link to export a csv.
>
> From this website:
> http://www.finviz.com/ screener.ashx?v=151&ft=4<http://www.finviz.com/screener.ashx?v=151&ft=4>
>
> It runs a stock screen and there is a link on the bottom of the screen to
> export a csv (this is the link to download the csv of the website screen):
> http://www.finviz.com/export. ashx?v=151&ft=4<http://www.finviz.com/export.ashx?v=151&ft=4>
>
> My main goal is for this data to be downloaded somewhere (preferably to
> Excel) on my desktop each day - even if I can't get to my computer. The
> reason behind all this craziness is that the website does not save
> historical data so I need to pull it everyday and archive it myself.
>
> My first try was with google docs but I don't know if that's the best
> option.
>
> I greatly appreciate the help for whoever is feeling generous :)
>

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