5 New Messages
Digest #2779
Messages
Fri Sep 20, 2013 7:17 am (PDT) . Posted by:
dmatu2000
I am curious to see what this valuation looks like. However, I
wasn't able to locate the file. Has it been deleted?
--- In smf_addin@yahoogrou
I have just updated this sheet, adding some additional
flexibility.
The major change to the sheet is the ability to override the
calculated FCF growth rates for both Years 1-10 and Years 11-20.
In additon, one can also override MOS (Margin of Safety), the
Discount Rate and FCF for the last reported period.
A money manager recently said in Barron's 'when I see free cash
flow', I have to buy it. Since my pockets are not as deep as
his, my saying is 'before I buy, I must see free cash flow'.
Needless to say, I make heavy use of this spreadsheet.
The reason I added all the overrides is to have the ability to
evaluate a company using more conservative scenarios. E.g., even
though a company may be growing FCF and shareholder equity at
fantastic rates, I want to see a valuation using low or no
growth.
The notes have also been updated. I hope they are clear enough.
Fri Sep 20, 2013 7:56 am (PDT) . Posted by:
"Randy Harmelink" rharmelink
Pete deleted it several years ago...
On Fri, Sep 20, 2013 at 7:17 AM, <david_matuszak@yahoo.com> wrote:
> I am curious to see what this valuation looks like. However, I wasn't
> able to locate the file. Has it been deleted?
> --- In smf_addin@yahoogroups.com, <petekoch@...> wrote:
>
> I have just updated this sheet, adding some additional flexibility.
>
> The major change to the sheet is the ability to override the calculated
> FCF growth rates for both Years 1-10 and Years 11-20. In additon, one can
> also override MOS (Margin of Safety), the Discount Rate and FCF for the
> last reported period.
>
> A money manager recently said in Barron's 'when I see free cash flow', I
> have to buy it. Since my pockets are not as deep as his, my saying is
> 'before I buy, I must see free cash flow'. Needless to say, I make heavy
> use of this spreadsheet.
>
> The reason I added all the overrides is to have the ability to evaluate a
> company using more conservative scenarios. E.g., even though a company may
> be growing FCF and shareholder equity at fantastic rates, I want to see a
> valuation using low or no growth.
>
> The notes have also been updated. I hope they are clear enough.
>
On Fri, Sep 20, 2013 at 7:17 AM, <david_matuszak@
> I am curious to see what this valuation looks like. However, I wasn't
> able to locate the file. Has it been deleted?
> --- In smf_addin@yahoogrou
>
> I have just updated this sheet, adding some additional flexibility.
>
> The major change to the sheet is the ability to override the calculated
> FCF growth rates for both Years 1-10 and Years 11-20. In additon, one can
> also override MOS (Margin of Safety), the Discount Rate and FCF for the
> last reported period.
>
> A money manager recently said in Barron's 'when I see free cash flow', I
> have to buy it. Since my pockets are not as deep as his, my saying is
> 'before I buy, I must see free cash flow'. Needless to say, I make heavy
> use of this spreadsheet.
>
> The reason I added all the overrides is to have the ability to evaluate a
> company using more conservative scenarios. E.g., even though a company may
> be growing FCF and shareholder equity at fantastic rates, I want to see a
> valuation using low or no growth.
>
> The notes have also been updated. I hope they are clear enough.
>
Fri Sep 20, 2013 11:26 am (PDT) . Posted by:
obanduzzy
anybody have a copy laying around in their bit bin?
--- In smf_addin@yahoogrou
Pete deleted it several years ago...
On Fri, Sep 20, 2013 at 7:17 AM, <david_matuszak@
<mailto:david_
I am curious to see what this valuation looks like. However, I
wasn't able to locate the file. Has it been deleted?
--- In smf_addin@yahoogrou
<mailto:smf_addin@yahoogrou
I have just updated this sheet, adding some additional
flexibility.
The major change to the sheet is the ability to override the
calculated FCF growth rates for both Years 1-10 and Years 11-20.
In additon, one can also override MOS (Margin of Safety), the
Discount Rate and FCF for the last reported period.
A money manager recently said in Barron's 'when I see free cash
flow', I have to buy it. Since my pockets are not as deep as
his, my saying is 'before I buy, I must see free cash flow'.
Needless to say, I make heavy use of this spreadsheet.
The reason I added all the overrides is to have the ability to
evaluate a company using more conservative scenarios. E.g., even
though a company may be growing FCF and shareholder equity at
fantastic rates, I want to see a valuation using low or no
growth.
The notes have also been updated. I hope they are clear enough.
Fri Sep 20, 2013 1:25 pm (PDT) . Posted by:
JCHyjun
john_babcock_vc
<http://us-mg6.mail.yahoo.com/compose?to=john@rusticcanyon.com&su\
bject=Re%3A%20ADVFN%20-%20New%20website%20structure%2010yr%20data\
>
Thank you for uploading the updated file ADVFN - 10 year data -
workaround.xlsx. It is very helpful. One small thing - should you
remove older version?
J.C.H.
--- In smf_addin@yahoogroups.com, <oaucamp@...> wrote:
Thanks again John!
--- In smf_addin@yahoogroups.com, <john@...> wrote:
As promised, both the updated database and the web crawler are
posted in the "Upload by Members" area. The web crawler is
really crude, but it served it's purpose. The ADVFN sheet seems
to work fine.
--- In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com>
wrote:
Thanks John! That would be awesome!
--- In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com>
wrote:
To build the company database, I built a crude web crawler in
Excel using the VBA Web control. It goes down the list of
tickers, sends ADVFN the "-company"; placeholder URL that
dmatu2000 suggested. When ADVFN forwards to the correct URL that
includes company name, it parses that URL, extracts the company
name, adds it to the list and goes on to the next one. It takes
about 5 seconds per company.
At that pace, I didn't have time to scan all major market tickers
yesterday and I wanted to see if it was of some use to the group
before running them all. I'll do two things: 1) I'll post the
crawler to the "uploaded by members" section in case someone else
wants to improve it. It's super rough. 2) I'll just leave my
laptop to complete the crawls of NYSE, AMEX, and NASDAQ. That
might take a day or two.
--- In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com>
wrote:
Hi John
A personal thanks from me for this as I used to use advfn for my
financial data source and started working on a whole new version
yesterday from morningstar to get around the advfn issue.
Just a question with regards to the URL for individual stocks.
How did you get the correct url for each ticker? I track 3800
companies some of which are on your list but at least 600 ain't.
Is there an easy way to get them?
Thanks for your help
Ohann
--- In smf_addin@yahoogroups.com, <smf_addin@yahoogroups.com>
wrote:
I was impressed with yweinstock's work but found that ADVFN had
changed their structure again, making the URLs not work. I took
his spreadsheet and updated it to work with the ADVFN's new
structure. I left the URL in one cell so that if they change it
again, it will be easy to update. The resulting spr
dmatu2000's discovery of the "company-" placeholder was a big
help, but it doesn't work to pages with 10 years of financial
data. The site redirects you to the page with the company that
only shows 5 years of data. The only way that I could figure out
to work around that is to use a lookup table in Excel that lists
the ADVFN URL "company name" for each ticker symbol. So you
enter the ticker, the table populates the URL company name and
exchange, then sends the fully formed URL to ADVFN.com. I
populated it with about the top 3000 companies.
The resulting spreadsheet is uploaded to the "Upload by Forum
Members" directory. I hope that you find it helpful.
--- In smf_addin@yahoogroups.com, <david_matuszak@...> wrote:
I was up late last night and made some progress
The info that bushpilote provided helped. However, I am unable to
retrieve anything prior to 2012 for the financial statements. And
I am unable to retrieve anything prior to 2009 for the ratios.
Replying to what bushpilote said here: "In ADVFN's beta version
access to a company's financial data requires both the company
name (the name they have in their database) and ticker along
with the exchange ticker symbol."
After poking around, I've been able to get this path to work:
http://www.advfn.com/common/financial/"&Exchange&"/company-"&Tick\
er&"/full-financials?isfull=1&bsfull=1&cffull=1
Meaning the company name is not required as long as there is a
placeholder.
--- In smf_addin@yahoogroups.com, <david_matuszak@...> wrote:
yweinstock your work is superb.
Did you have any luck with bushpilote's suggestions? I've been
trying to get it to work but still having issues.
--- In smf_addin@yahoogroups.com, <david_matuszak@...> wrote:
Does anyone have an update on ADVFN? Are they still working on
their layout?
--- In smf_addin@yahoogroups.com, <bushpilote@...> wrote:
yweinstock your great work on the new ADVFN financial template is
not all for not. The reason for the errors is that in both the
annual and quartely data the url's are incorrect.
To pull in the ANNUAL data for microsoft replace in the
RCHGetTableCell formula
"http://www.advfn.com/common/financial/"&Exchange&"/"&TickerADVFN\
&"/financials?btn=annual_reports&mode=company_data&isfull=1&bsful\
l=1&cffull=1&effull=1&vrfull=1&grfull=1&fhfull=1&prfull=1" with "
"http://www.advfn.com/common/financial/NASDAQ/microsoft-MSFT/full\
-financials?isfull=1&bsfull=1&cffull=1"
and for the QUARTELY data replace
"http://www.advfn.com/exchanges/"&Exchange&"/"&Ticker&"/financial\
s?btn=annual_reports&mode=company_data&isfull=1&bsfull=1&cffull=1\
&effull=1&vrfull=1&grfull=1&fhfull=1&prfull=1&pm=Q"
with
"http://www.advfn.com/common/financial/NASDAQ/microsoft-MSFT/full\
-financials?isfull=1&bsfull=1&cffull=1&pm=Q"
.....leave the remaining content of the RCHGetTableCell formula
as is in both cases.
Replacing "microsoft-MSFT" with "intel-INTC" will get you Intel's
financials. For IBM's financials you replace NASDAQ with NYSE and
"microsoft-MSFT" with "ibm-international-business-machines-IBM".
In ADVFN's beta version access to a company's financial data
requires both the company name (the name they have in their
database) and ticker along with the exchange ticker symbol. It
remains to be seen if the need to use the company's name will be
the new norm once they go live with their redesigned website.
Hope this helps.
--- In smf_addin@yahoogroups.com, <yweinsto@...> wrote:
Yeah.... Looks like I spoke too soon.
The spreadsheet returns errors now as the site reverted to the
old structure. Perhaps we caught a glimpse of an unintended
early release. Guess it's back to the waiting game..
--- In smf_addin@yahoogroups.com, <rharmelink@...> wrote:
Exactly. They don't seem to have their act together at all.
Makes me have second thoughts about the quality of the data!
On Wed, Sep 11, 2013 at 10:36 AM, <petekoch@...
<https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=petekoch@...>
> wrote:
It appears that AdvFN is going to be day-to-day for a while.
Consider any changes you make to be temporary.
<http://us-mg6.
bject=Re%3A%
>
Thank you for uploading the updated file ADVFN - 10 year data -
workaround.xlsx. It is very helpful. One small thing - should you
remove older version?
J.C.H.
--- In smf_addin@yahoogrou
Thanks again John!
--- In smf_addin@yahoogrou
As promised, both the updated database and the web crawler are
posted in the "Upload by Members" area. The web crawler is
really crude, but it served it's purpose. The ADVFN sheet seems
to work fine.
--- In smf_addin@yahoogrou
wrote:
Thanks John! That would be awesome!
--- In smf_addin@yahoogrou
wrote:
To build the company database, I built a crude web crawler in
Excel using the VBA Web control. It goes down the list of
tickers, sends ADVFN the "-company"
dmatu2000 suggested. When ADVFN forwards to the correct URL that
includes company name, it parses that URL, extracts the company
name, adds it to the list and goes on to the next one. It takes
about 5 seconds per company.
At that pace, I didn't have time to scan all major market tickers
yesterday and I wanted to see if it was of some use to the group
before running them all. I'll do two things: 1) I'll post the
crawler to the "uploaded by members" section in case someone else
wants to improve it. It's super rough. 2) I'll just leave my
laptop to complete the crawls of NYSE, AMEX, and NASDAQ. That
might take a day or two.
--- In smf_addin@yahoogrou
wrote:
Hi John
A personal thanks from me for this as I used to use advfn for my
financial data source and started working on a whole new version
yesterday from morningstar to get around the advfn issue.
Just a question with regards to the URL for individual stocks.
How did you get the correct url for each ticker? I track 3800
companies some of which are on your list but at least 600 ain't.
Is there an easy way to get them?
Thanks for your help
Ohann
--- In smf_addin@yahoogrou
wrote:
I was impressed with yweinstock&#
changed their structure again, making the URLs not work. I took
his spreadsheet and updated it to work with the ADVFN's new
structure. I left the URL in one cell so that if they change it
again, it will be easy to update. The resulting spr
dmatu2000'
help, but it doesn't work to pages with 10 years of financial
data. The site redirects you to the page with the company that
only shows 5 years of data. The only way that I could figure out
to work around that is to use a lookup table in Excel that lists
the ADVFN URL "company name" for each ticker symbol. So you
enter the ticker, the table populates the URL company name and
exchange, then sends the fully formed URL to ADVFN.com. I
populated it with about the top 3000 companies.
The resulting spreadsheet is uploaded to the "Upload by Forum
Members" directory. I hope that you find it helpful.
--- In smf_addin@yahoogrou
I was up late last night and made some progress
The info that bushpilote provided helped. However, I am unable to
retrieve anything prior to 2012 for the financial statements. And
I am unable to retrieve anything prior to 2009 for the ratios.
Replying to what bushpilote said here: "In ADVFN's beta version
access to a company'
name (the name they have in their database) and ticker along
with the exchange ticker symbol."
After poking around, I've been able to get this path to work:
http://www.advfn.
er&"/full-
Meaning the company name is not required as long as there is a
placeholder.
--- In smf_addin@yahoogrou
yweinstock your work is superb.
Did you have any luck with bushpilote&#
trying to get it to work but still having issues.
--- In smf_addin@yahoogrou
Does anyone have an update on ADVFN? Are they still working on
their layout?
--- In smf_addin@yahoogrou
yweinstock your great work on the new ADVFN financial template is
not all for not. The reason for the errors is that in both the
annual and quartely data the url's are incorrect.
To pull in the ANNUAL data for microsoft replace in the
RCHGetTableCell formula
"http://www.advfn.
&"/financials?
l=1&cffull=1&effull
"http://www.advfn.
-financials?
and for the QUARTELY data replace
"http://www.advfn.
s?btn=annual_
&effull=1&vrfull=
with
"http://www.advfn.
-financials?
.....leave the remaining content of the RCHGetTableCell formula
as is in both cases.
Replacing "microsoft-
financials. For IBM's financials you replace NASDAQ with NYSE and
"microsoft-
In ADVFN's beta version access to a company'
requires both the company name (the name they have in their
database) and ticker along with the exchange ticker symbol. It
remains to be seen if the need to use the company'
the new norm once they go live with their redesigned website.
Hope this helps.
--- In smf_addin@yahoogrou
Yeah.... Looks like I spoke too soon.
The spreadsheet returns errors now as the site reverted to the
old structure. Perhaps we caught a glimpse of an unintended
early release. Guess it's back to the waiting game..
--- In smf_addin@yahoogrou
Exactly. They don't seem to have their act together at all.
Makes me have second thoughts about the quality of the data!
On Wed, Sep 11, 2013 at 10:36 AM, <petekoch@
<https://mail.
> wrote:
It appears that AdvFN is going to be day-to-day for a while.
Consider any changes you make to be temporary.
Fri Sep 20, 2013 8:43 pm (PDT) . Posted by:
"Douglas" jurisdoctor74
Using RCHGetElementNumber
I checked the source code and observed that the data I seek is definitely there. Does anyone know why this command would not work with this one particular company?
Thanks!
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