Sabtu, 09 November 2013

[smf_addin] Digest Number 2847

9 New Messages

Digest #2847

Messages

Fri Nov 8, 2013 9:34 am (PST) . Posted by:

"Jacob Jose" pepecan47

Is it possible to get an average price of a particular year using something similar to the formula for the 50 day MA?
 =AVERAGE(RCHGetYahooHistory("FBIOX";,,,,,,,,"a",0,,,50,1))

For exampel, if I want to get the average price of a stock in year 2011?

Regards,
Jose L. Jacob

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

Those are undocumented parameters that I originally added for my own use, so I could use the function in VBA. I didn't really want to document them because I didn't want people using them -- in case I wanted to add more parameters to the function. If so, I would want them in FRONT of those two parameters, which is a problem if people are using them in worksheet invocations.

The "pDim1" and "pDim2" parameters in any function that returns an array of data define the number of rows and columns of data that the function should return. In general, those dimensions are usually set when you array-enter those functions.

So, in this case, those parameters are telling RCHGetYahooHistory() to return 50 rows of data within a single column. It's the same result you would get if you array-entered the formula without those parameters, in a 50-row by 1-column worksheet range.

On Thu, Nov 7, 2013 at 6:12 PM, Yahoo! <lewglenn@...> wrote:
>
>
>>
>>In the example you provided to compute the 50-day SMA:
>>
>>
>>=AVERAGE(RCHGetYahooHistory("FBIOX",,,,,,,,"a",0,,,50,1))
>>
>>
>>the last 2 entries in the function are not described in the online documentation. Is there a newer version of the documentation for RCHGetYahooHistory or is this the normal way AVERAGE & RCHGetYahooHistory are combined? What is the significance of the '1" after the '50'?
>>
>

Fri Nov 8, 2013 11:14 am (PST) . Posted by:

"Randy Harmelink" rharmelink

Just use the beginning and ending dates parameters, and make sure you have
enough rows to contain a year's worth of data. For example:

=AVERAGE(RCHGetYahooHistory("FBIOX";,2011,1,1,2011,12,31,,"A",0,,,260,1))

But if you want it for a number of years, you'd be better off retrieving
the necessary set of history, and then extracting the averages from that
set of data.

On Fri, Nov 8, 2013 at 10:34 AM, Jacob Jose <pepecan47@yahoo.ca> wrote:

>
> Is it possible to get an average price of a particular year using
> something similar to the formula for the 50 day MA?
>
> =AVERAGE(RCHGetYahooHistory("FBIOX";,,,,,,,,"a",0,,,50,1))
>
> For exampel, if I want to get the average price of a stock in year 2011?
>
>

Fri Nov 8, 2013 8:14 pm (PST) . Posted by:

"Jacob Jose" pepecan47

Hi Randy, thank you very much for the prompt response.
 
I use the formula for the 50 days MA, and never have to worry about having enough rows. I don't define any array. I tried the formula you provided, and it seems to work without defining an array.
 
Or, are you meaning something else by "make sure you have enough rows to contain a year's worth of data"? 

The way I am planning to use it is to change 2011 in the formula by whatever year I want the average price.

Anothe question, I want this averages to calculate average dividend yield and average P/E. Should I use dividend adjusted prices?

Regards,
Jose L. Jacob

From: Randy Harmelink <rharmelink@gmail.com>
To: smf_addin@yahoogroups.com
Sent: Friday, November 8, 2013 2:14:07 PM
Subject: Re: [smf_addin] RCHGetYahooHistory to get average price for a particular year

 
Just use the beginning and ending dates parameters, and make sure you have enough rows to contain a year's worth of data. For example:

=AVERAGE(RCHGetYahooHistory("FBIOX";,2011,1,1,2011,12,31,,"A",0,,,260,1))

But if you want it for a number of years, you'd be better off retrieving the necessary set of history, and then extracting the averages from that set of data.

On Fri, Nov 8, 2013 at 10:34 AM, Jacob Jose <pepecan47@yahoo.ca> wrote:

>
>Is it possible to get an average price of a particular year using something similar to the formula for the 50 day MA?

>=AVERAGE(RCHGetYahooHistory("FBIOX",,,,,,,,"a",0,,,50,1))
>
>For exampel, if I want to get the average price of a stock in year 2011?
>

Fri Nov 8, 2013 8:23 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

I meant that the pDim1 parameter should be set AT LEAST the number of
trading days in a year. Typically, that's about 252, so I made pDim1 260.

If you want an average P/E and dividend, you'll need unadjusted prices,
because you want it as point in time. But you'll also need to match up the
data by day BEFORE taking an average. You can't just use the average of all
prices in the calendar year. You'd also need to align the financial
statements with the individual days within the calendar year. It's likely
each calendar year will cover financial statements from five fiscal
quarters. Or are you doing it by fiscal year? If so, the starting and
ending dates may vary significantly between companies.

What you're proposing is not a trivial task.

On Fri, Nov 8, 2013 at 9:14 PM, Jacob Jose <pepecan47@yahoo.ca> wrote:

>
> I use the formula for the 50 days MA, and never have to worry about having
> enough rows. I don't define any array. I tried the formula you provided,
> and it seems to work without defining an array.
>
> Or, are you meaning something else by "make sure you have enough rows to
> contain a year's worth of data"?
>
> The way I am planning to use it is to change 2011 in the formula by
> whatever year I want the average price.
>
> Anothe question, I want this averages to calculate average dividend yield
> and average P/E. Should I use dividend adjusted prices?
>

Fri Nov 8, 2013 11:14 am (PST) . Posted by:

hamishthedenizen

Gotcha. Fixed it, and another problem with Net Income. Unfortunately there will be instances where the first instance of a term is picked up, and finding them is tedious and time consuming. Hopefully we're nearly done with the debugging here. When I have time I will try to go back over this in more detail.


---In smf_addin@yahoogroups.com, <dcharlotte99@...> wrote:

Errors for symbol XOM, comparing spreadsheet vs website:


Cash Flow Statement:

Dec 2003- Net Income does not match


On the website oddly - Change in Deferred Tax is listed twice on the Cash Flow Statement, and has different data in the columns.



I haven't checked a lot the above was just from a pretty quick skim of the data.


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

The latest one is in the "Uploads by forum members" folder in the FILES area of the group, dated Nov 3.

On Thu, Nov 7, 2013 at 1:24 AM, <dennismontegnies@... mailto:dennismontegnies@...> wrote:
Where to find the current updated model?










Fri Nov 8, 2013 11:29 am (PST) . Posted by:

hamishthedenizen

I fixed the revenue issue. To be honest, in this format, it's not great for looking at Financials anyway, since I fixed the fields on the left using XOM as a template and many don't apply to financials. Equally, fields that are needed are missing (provisions for credit losses etc). Probably better to build a new one for insurers and banks. I could do it, but it won't be in the next few days.


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

I noticed the file no longer works with WFC. The revenue is not found. I tried to modify the file but did not understand all the parameters

RCHGetTableCell("http://www.gurufocus.com/financials/"&Ticker,C$4,"except http://www.gurufocus.com/financials/"&Ticker,C$4,"except for per share",">"&$B9)

I don't understand what the > sign does

I tried to replace "except for per share" with "Income Statement" to advance the pointer but this did not seem to work. Any ideas

thanks


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

Go to Files > Uploads by Forum Members



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


it's the third file down, named "10 year model - GuruFocus.xlsx http://f1.grp.yahoofs.com/v1/mNIkUsEt8C2lIEfaQ_aVdzHZHO08bX3CHI5ui2J5yaLVhMrcj_FEVEStrN3p-otm0kJBLbf1eT29zG5S1cdeV38B45DcEFw/Uploads%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 â€Âœlocationâ€Â problems. Thanks for this file. I looks like youâ€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:
· Stock Price in A4 â€ÂÂ" changed to =RCHGetYahooQuotes(Ticker,"l1"), per Randyâ€Â™s Suggestion
Issues addressed this iteration (v3):
Kermit:
1. Cells O2 â€ÂÂ" S2 return â€ÂœErrorâ€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
· I went back and did a global change of $A$1 to Ticker. That was an oversight on my part, for which I apologize. Iâ€Â™m not used to producing sheets for others to use, so I tend to skimp on the cleanup and user-friendliness.
· 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 Iâ€Â™ll see what I error I get and try to come up with a fix.
2. Rows 87 â€ÂÂ" 96 are totally blank except a return â€ÂœErrorâ€Â =RCHGetElementNumber(Ticker,1)
· That block should return the â€Âœcompany descriptionâ€Â from MSN. It does for some tickers, not for others. You can delete it if you want.
3. Row â€ÂœNâ€Â has no heading, but I noticed starting in Cell N130 thru N136 they are Averages I would enter AVG in Cell N129
· Done. Also put the label in Row 5. The column is mostly there to separate annual from quarterly numbers, but for valuation I thought Iâ€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
· 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 Iâ€Â™ll do it.
· 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.
· The only change in that version was to the price in A4, as noted above.

Randy:
Cell C135 has a #REF error...

· Fixed â€ÂÂ" 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.
· 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€ÂÂ" 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€ÂœMiscâ€Â and Capital Efficiency. Also renamed â€ÂœCapital Efficiencyâ€Â to â€ÂœReturnsâ€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.




















Fri Nov 8, 2013 12:32 pm (PST) . Posted by:

mrmonopoly88

Thanks, it is working.


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

Google doesn't have properly coded tables (no ending coding for each table cell), so the RCHGetTableCell() function can't extract the data. The smfGetTagContent() function is set up to work for missing ending table cell tags, so you could extract with:

=smfConvertData(smfGetTagContent("https://www.google.com/finance?q= https://www.google.com/finance?q="&E4,"td",1,">Alpha*"))


On Fri, Nov 8, 2013 at 5:10 AM, <montegnies.dennis@... mailto:montegnies.dennis@...> wrote:

I am trying to get fund risk ratios from google. By example for the FVVAX fund I try to the following to receive the Alpha ratio:


=RCHGetTableCell("https://www.google.com/finance?q= https://www.google.com/finance?q="&M2;1;"Alpha*")



With M2 being the ticker offcourse. I always get a "Error".


Ps: using a belgian keyboard, so I use ; instead of , in my formulas.


Yahoo finance works well with other funds, but yahoo does not have information for FVVAX ratios.








Fri Nov 8, 2013 2:42 pm (PST) . Posted by:

tnmc77

How does one fetch most recent week's OHLC prices and volume from yahoo ? (Weekly format).
Many thanks.


Fri Nov 8, 2013 2:50 pm (PST) . Posted by:

"Randy Harmelink" rharmelink

Use the RCHGetYahooHistory() function. Check the documentation -- there's a
parameter that tells Yahoo to provide weekly data.

On Fri, Nov 8, 2013 at 3:42 PM, <tnmc77@yahoo.com> wrote:

>
> How does one fetch most recent week's OHLC prices and volume from yahoo ?
> (Weekly format).
>
> Many thanks.
>

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