Ray:
At 09:47 AM 5/20/2005, you wrote:
During my many decades as a consumer and investor I have learned
that if something is cheap there is a reason as exemplified above.
To repeat my question of a couple years ago why is there not Market
Guide/Reuters available as a quality product I enjoyed
Gloria:
At 12:25 PM 5/20/2005, you wrote:
Does the InvestWare Take $tock use OPS data? In other
words, are the Take $tock results affected by the present
OPS problem?
TAke $tock uses the same Compustat source as OPS but it
accesses it independently. IOW, you don't need a subscription
to OPS
At 04:45 PM 5/20/2005, you wrote:
I appreciate the replies to my question...
...Take $tock 4...in conjunction with Toolkit 5.
Both are invaluable. Thanks again.
Thank YOU, Gloria. Your kind words are appreciated.
Ellis Traub
You can read and write messages or change your subscrip
Gerald:
At 09:25 AM 5/19/2005, you wrote:
Seems like all the chat is about something in Tool Kit. Does anyone use
Classic Plus or Stock Analyst? I like Analyst, it's thorough and I came up
through Classic and Plus to it.
Approximately 85% of NAIC investors use the Toolkit.
Does anyone like
Lowell:
At 02:16 PM 5/19/2005, you wrote:
Do you know why Take $tock 4 is not included as one of the available
software products in the recent BI advertisement?
I don't have the June issue yet; but I'm told it has Take
$tock on both the NAIC software order form page and
the ICLUBcentral softw
Lowell:
At 05:20 PM 5/19/2005, you wrote:
For some reason I though BI approved Take $tock 4. If not, then that is
the reason it does not show up in the software lineup on page 61 of the
May BI issue. It is also not listed on page 66 in the order form.
NAIC never did "approve" T$4. We had to
Steve:
At 06:43 PM 5/19/2005, you wrote:
Is that 85% of *all* BetterInvesting investors, or is it 85% of those that
use some flavor of SSG software?
If it is the former, WOW!!!
I wish! No. You're right in pointing out that I'm
referring to the approximate market share. Thanks
for correct
Lowell:
At 01:50 PM 5/19/2005, you wrote:
Since OPS seems to be one of the primary reasons current BI members are
hanging on to their membership, one would think there would be major
pressure placed on S&P to get their act together and to begin fixing the
vast array of problems and then letting
Kathleen:
At 03:39 PM 5/19/2005, you wrote:
SOMETHING else has changed, I think.
Kurt's gone!
You can read and write messages or change your subscription options at the i-club-list web site at http://lists.better-investing.org. Log in using your e-mail address.
You are currently
Lowell:
At 03:54 PM 5/19/2005, you wrote:
I have been using the "Full Update" process. I don't see this as a
solution. What am I missing?
I just deleted a stock (DHI) knowing it had data holes. Then I imported
a new DHI file and the holes were still there -- as expected.
I don't suggest t
Nancy:
At 07:09 AM 5/23/2005, you wrote:
Just tried to do a "full update" as well as "changes only" on my TK
library. Most companies still stuck at 12/31/04.
I suggest that NAIC has withdrawn the later data until
they can be more certain of its quality.
Ellis Traub
You can read and w
Paul, et al:
At 05:17 PM 5/22/2005, you wrote:
Toolkit 5 always goes throught all 20 stocks and says that all have been
updated, but when you list the PERT, all stocks on the second page (the
first page has room for only 13 stocks) are blank in regard to the
quarterly earnings for each stock. T
Joe:
At 07:17 PM 5/22/2005, you wrote:
> I believe the problem lies in the fact that there has been an effort to
> withdraw the flawed quarterly data from the NAIC database until such
> time as it's complete.
That doesn't agree with Paul's statement that the problem has been
going on "for week
At 09:22 PM 5/22/2005, you wrote:
What I am personally doing is obtaining from the companies
press release the most recent quarterly numbers and entering
the data into Toolkit manually. This is simply a temporary
workaround until the problem is resolved. Doing this manually
of course is a real
Nancy:
At 10:39 PM 5/22/2005, you wrote:
I guess I'm wondering whether I can trust the data on
the other 19 companies. And do you agree the best
thing is to do no further automatic updating until the
problem is officially solved?
Actually, I think, inasmuch as you're aware that the
problem ex
Nancy:
At 12:40 AM 5/23/2005, you wrote:
you might as well keep doing the automatic updates and
just look at them carefully. It they're screwed up,
it's just as easy to go to Reuters as I suggested and
correct or add the data from there when you need to.<<
But..I've already got Ma
At 11:42 AM 5/23/2005, you wrote:
Ellis (or anyone), for some of
us, who are Income Statement challenged, from which lines on the Income
Statement should the data be copied? I have indicated the desired
data to the left of the equal sign and what I think is the Income
Statement line to the righ
Nancy:
At 01:30 PM 5/23/2005, you wrote:
Is
Reuters down?
I'm getting "this page can't be
displayed" for all of the annual and quarterly
statements.
Are you sure you have the correct URL? You may have to go
into Reuters manually, enter a ticker symbol, and replace the
URLs in Toolkit with the
At 07:59 AM 5/23/2005, you wrote:
You must have a fancier version of Toolkit than the rest of
the plebians. .
Maybe mine isn't working right!
I find that if I open the data screen and leave it open, the
Web button won't work.
Actually, you need to first open the SSG; next go for the
Web b
Jack:
At 01:35 PM 5/23/2005, you wrote:
...I
have gone down from owning 26 stocks down to 13 and I am seriously
thinking of reducing my NAIC portfolio to 7-10 equities. My
reasoning being
is that I have NOT been able to invest the time to listen/watch the
quarterly
webcasts, audit the 10Qs,
Joe:
At 02:14 PM 5/15/2005, you wrote:
How do
you keep up with stocks that as ET says you waiting to pounce (buy)
when the parameters are right. I do not have PRK and am thinking that
Toolkit
is not really set up to watch stocks.
Why do you feel that way? If you set up a hypothetical portfolio
At 10:29 PM 5/16/2005, you wrote:
Damn,
that is so simple. I guess I was trying to make it difficult.
I kept thinking I need to record the stock price and watch it from
a base of that price. Thanks for the biased
response!
Ubetcha!
Ellis Traub
You can read and write messages or change
Mike:
At 06:36 PM 6/11/2005, you wrote:
HOW IMPORTANT IS LEGAL
LIABILITIES...
Companies will usually express their view that the lawsuits
they are suffering have no merit and should not adversely
affect their operation; but they will all tell you that they
cannot predict the outcome (which they
Danny:
At 07:04 PM 6/12/2005, you wrote:
OK here's one. Members of our club want to buy SBUX at
nearly 50 times EPS. I believe it is in the BI top 200. When
that is thrown up in my face that other clubs are buying
SBUX it weakens my stand, not my resolve, that it is too
expensive. .
IMO, you'
At 09:02 PM 6/12/2005, you wrote:
> IMO, you're right, they're not!
Ah ... but do you agree that SBUX is a quality company?
Indeed! But Danny's issue was whether it was too expensive
or not. If it were a poor quality company, it would be too
expensive at any price.
Ellis Traub
You can
Lynn:
At 09:31 AM 6/16/2005, you wrote:
Well,
I tried to direct this question away from the list, but got no
answer.
It seems I only get them here. Clubs that have desktop accounting
must
register it to ONE member of the club. When the position rotates,
the
member releases it, and it is reg
Ralph:
At 10:03 AM 6/16/2005, you wrote:
The relevance of a 10 year RV is in my opinion somewhat dubious. Things
change including P/E ratios. Would you want to include the heady nose
bleed P/E ratios of the late 1990s in a logical analysis? I would not do
so. Security analysis and portfolio
Dan:
At 10:38 AM 6/20/2005, you wrote:
First I would suggest BI has not clearly defined RV
Until the late nineties, it was never defined in the NAIC
manuals although the concept of analyzing the average
of the last five years' PEs was certainly in the text. It
was, however, a common term
Jim:
At 03:03 PM 6/20/2005, you wrote:
My impression is that PE levels are a measure of relatively short-term
investor optimism, not company quality. Once we're over the "barbed wire"
fence before SSG section 3 aren't we done evaluating company quality?
Let's keep in mind that there are two
Bill and Andrew:
At 10:50 AM 6/16/2005, you wrote:
> I recently did an analysis on DHI and I got a negative upside down
> ratioThe NAIC handbook says that in the event of a negative upside
> down ratio that I should decrease my lower price prediction.
It sounds like you are using a mec
Jim:
At 02:38 PM 6/20/2005, you wrote:
Ellis,
Can you expand upon why you are so confident in the 4B(a) low price
estimate that you'd be willing to ignore the fact that the recent price
(perhaps even the current price) is lower than that? Or, if that's not
what you mean, clarify what you do
Jim:
At 08:55 PM 6/20/2005, you wrote:
> I'm well aware, as you are, that the current price may
> well be an anomaly. In fact, if I didn't think it were,
> I wouldn't be interested in the stock.
I guess this statement wasn't clear enough since you did
misinterpret it.
I'm having trouble rec
Jim:
At 12:29 AM 6/21/2005, you wrote:
OK, but isn't that the norm? The number of companies that have produced
at least 15% Sales and EPS growth for any ten consecutive years out of the
past 50 can be counted on one hand, can't they?
I think PE expansion and EPS growth are pretty equivalent
Jim:
At 12:10 AM 6/21/2005, you wrote:
...I am interested in some estimate of how much I might be punished if I
were to sell for defensive reasons (i.e., if long-term problems develop in
the company fundamentals). Since I'm not going to either buy or hold a
stock that I think has defensive pro
Doug:
At 06:38 AM 6/22/2005, you wrote:
It's been 3 or 4 years (at least) since BetterInvesting began offering the
Mutual Funds tools. It has data on 14,000 funds from S&P, and includes all
the mutual funds forms (checklist, comparison guides, trend report) and a
screening tool. It's $35.00 a
Albert:
At 02:35 PM 6/21/2005, you wrote:
Can we
get mutual fund info from the S&P datafiles? I have tried to get info
on a couple of funds and cannot get
anything.
What kind of information would you expect to download?
Ellis Traub
You can read and write messages or change your subscripti
Albert:
At 10:53 PM 6/21/2005, you wrote:
I am
looking for the data that is needed to fill out the NAIC evaluation
forms.
I'm afraid Compustat/OPS doesn't provide that data. Their
realm is collecting and providing data for individual companies.
(And, I might add, so is NAIC's, IMO).
Perhaps someo
If anyone's interested, I'll be talking about our kind
of investing on the following stations at the following
(Eastern) times and dates:
11:35 - 11:45 AM, 6/22 (today), KABZ-FM, Little Rock, AK (The Zone)
10:00 - 10:30 AM, 6/27, WAPF-AM, McComb, MS (Carl Lazenby Show)
7:45 - 8:00 AM, 6/30, WME
Mike:
At 04:25 PM 6/22/2005, you wrote:
Please advise if we can hear your
broadcast on the internet.
The last one I did that was available on the internet was on May
19th.
You can find it archived at
http://www.wsradio.com/everydaywealth/may2005.htm.
As for those coming up:
WAPF-AM, McComb, MS
Steve, Ralph, et al:
It appears that the IAS is willing to pay more than a PEG of 1 for good
companies.
PEG is an interesting metric; but, IMO, far from being a
determinant.
If the PE is a measure of the confidence folks have in a
company's ability to earn, then the PEG is a sort of a
"first
Lowell, Mark, et al:
At 04:07 PM 6/16/2005, you wrote:
It is possible to have a growth stock drop to a fair value (price)
or even to the point where someone might classify it as a value
stockWhat defines a growth and/or value stock is somewhat fluid.
I've found, over the years, that it's
Cy:
At 09:23 PM 6/23/2005, you wrote:
1.
Giving the user the option to use up to 10 years of PE history to
calculate the averages in Section 3.
2.
Using that average PE as the numerator in RV.
There's a rogue key that lets you do just what you want,
Cy. Go to Preferences and, in the Stock Study
Cy:
Welcome home!
At 05:41 PM 6/23/2005, you wrote:
...I
suspect, however, that the vast majority of former members who left
because their results stunk was because the didn't use the
"simplistic,
out-dated, paper-based" SSG properly. No amount of study/use of the
other 20% will help anyone i
Walt:
At 08:45 PM 6/21/2005, you wrote:
The wish lists that have been posted
are fine if you have a computer.
But, let's remember that many members do not have computers, and
some that do not use OPS. Heaven help the user trying to prepare a
SSG by hand if all these other items become "requi
Walt:
At 01:00 AM 6/22/2005, you wrote:
If
we're going to revise the SSG, we need to keep at least one
version that's useful but easy to complete from non-electronic
sources, such as company annual reports, or VL or S&P tear
sheets.
It's my strong opinion that the mainstream tools should not b
Dan:
At 09:27 PM 6/22/2005, you wrote:
While I view the observing of earnings to be important I like to compare
the CFO with earnings to see what deviations may exist. If CFO is below
earnings then I always examine the SCF and the associated notes to
discover the reason why and then decide if
Dan:
At 10:41 AM 6/23/2005, you wrote:
Perhaps I did not do a good job in communicating this measure
in simple terms. Let me try again. If CFO is less than earnings
find out why
This would be interesting; but not, IMO, necessary or
important. Many things can alter the ebb and flow of
cas
Gail:
At 11:21 AM 6/25/2005, you wrote:
I notice that S & P has a SELL recommendation on ORLY.
All their commentary indicates continued growth:
I don't want to be guilty of selling a winner just to lock in
the profit, but I don't often see such a recommendation.
FWIW, at the price at which
Dan:
At 04:55 PM 6/25/2005, you wrote:
I would add that most all consumers are affected by higher oil
prices in one way or another. In short they have to spend a
higher portion of their disposable incomes on oil related products
or services such as gas, shipping costs, plastics, air travel, et
Cy and Jim:
At 11:48 PM 6/24/2005, you wrote:
However, if I got the gist of it, you're pointing out that the section 3
historical PEs are always calculated using FY end EPS while that's only
true for the current PE about 1/4 of the time (when the reporting cycle is
such that ttm EPS and FY EPS
Cy:
At 11:56 AM 6/25/2005, you wrote:
I guess that I didn't meet my goal of being long, but hopefully clear. I
didn't intend to address the "accuracy" of the historical PE's in my
original post.
I agree fully. I reiterate, I didn't intend, in that post at least, to
question how the PE histo
Brian:
At 01:38 PM 6/27/2005, you wrote:
The "ruminations on PEG" emails talk about why I'm less than keen on PEG.
The above is why I'm not so keen on RV either.
Nor would I be "keen on RV" either, were I to look at it
as you are.
The difference between RV as I see it and RV as you
and Ralp
Jim:
At 05:08 PM 6/27/2005, you wrote:
> The difference between RV as I see it ... <
Which is the ratio of current PE to an average historical PE. Is current
PE higher or lower than it's been in the past? How about calling this
Historical Value Ratio? ()
Now THAT's a novel idea! . I do pre
Walt:
At 03:03 PM 6/29/2005, you wrote:
This goes back to the handling of
extraordinary items. WEN wrote off it's
investment in Baja Fresh, along with some other items last year.
The $.45
EPS includes these charges and the $2.18 does
not.
Reuters has always done a better job of normalizing t
Ray, et al:
At 11:21 AM 6/30/2005, you wrote:
If the following true it's highway robbery.
I can understand the suspension of support but not cutting off OPS
It ain't, and it would be.
Put your mind at ease. No one is going to shut off OPS data for
Toolkit 4 users! The reference to cutting i
Joe, et al:
At 11:11 PM 6/28/2005, you wrote:
Is there any chance that you have a software firewall turned on? If
so, it's more likely that the firewall is preventing Toolkit from
getting to the Internet. The first thing that I would try is to turn
off the firewall and see if Toolkit then wor
Betty:
At 02:20 PM 6/25/2005, you wrote:
Our investment club is currently using TD Waterhouse. One of the members
has suggested we consider switching to mystockfund.com. I would
appreciate pros and cons of doing so. We do not need a broker for
research as most of the members have individual
Brian and Betty:
At 02:43 PM 6/28/2005, you wrote:
Betty, I would recommend buyandhold.com for your club over mystockfund.com
. 'My Stock Fund' only trades once per week while 'Buy and Hold' trades
three times a day.
You might also take a look at Foliofn. I use them and have
been very please
Roger:
At 11:24 AM 7/1/2005, you wrote:
Is
there an equvalent function in TK5 to allow visual analysis of
debt/equity, as in NSA3
I find this both useful, and fairly fundamental in selecting stocks for
purchase.
While looking at Section 2B, press [Alt+D] and see what you get.
Ellis Traub
--
Brian, et al:
At 02:18 PM 6/30/2005, you wrote:
I don't agree that zero growth inherently means a company is losing
market share; it might, or there could be other reasons a company
shows no growth.
I certainly agree that *within an NAIC context* a very very low or a
no-growth company isn't t
Brian:
At 11:13 PM 6/30/2005, you wrote:
I definitely never claimed that everyone agrees on what Quality means
(or should mean).
Nope. Your position is that they haven't. However, so far as NAIC
is concerned, they have.
But given the above, I'm a little puzzled about what TK5 presents as
"
Hey, Jimat!
At 09:19 AM 6/30/2005, you wrote:
I hear ya! And I understand where you, and others who
think as you do, are coming from.
And, normally, a company (whether they produce software
or cars) should walk in the shoes of its customers, which
we have always tried to do, whether our company
At 03:12 PM 6/30/2005, you wrote:
No more OPS for
TK4??!!! When did that happen? I certainly do not
recall seeing any mention of that. I certainly
understood I would be
able to continue using TK4 and OPS.
Check the traffic. That was an error.
Ellis Traub
You can read and write me
Chris:
At 11:54 PM 6/30/2005, you wrote:
Ellis, you should apologize for that
I did.
Ellis Traub
You can read and write messages or change your subscription options at the i-club-list web site at http://lists.better-investing.org. Log in using your e-mail address.
You are c
Ev:
At 07:09 PM 6/30/2005, you wrote:
You said it in a much more diplomatic way then I did - I just got to the
point - if you do not upgrade to Toolkit5 you have no business investing
in individual stocks is simply not true.
I acknowledge being a bit intemperate in my comments.
Certainly you
Ev:
At 09:25 PM 6/30/2005, you wrote:
I was wondering if there is anyway we can compensate for the error of the
Total Return being wrong [in TK 4]?
As Jim knows, we have a "rogue key" that will handle it for you.
Just press [Ctl+Alt+T] and your total return will be calculated
as it is in TK5.
Chris:
At 06:17 PM 7/1/2005, you wrote:
It doesn't sound crazy, but it also doesn't sound
quite right.
I kept my old truck for 15 years (and would have kept
it longer if my son hadn't made that impossible), and
still Toyota stayed in business.
If Microsoft were providing the software for N
Brian:
At 05:30 PM 6/22/2005, you wrote:
Does the sales growth line tell us something interesting in every case?
I think so.
Let's distinguish between "tells me something", and "tells me something
fundamentally important and unique". The former is always true of both cash
flow and, say, s
Brian:
At 04:22 PM 6/22/2005, you wrote:
I think it's pretty easy to find stocks for which cash flow tells us
interesting things. I picked WAC by looking for bankruptcy cases and didn't
have to do much poking around to find a situation where the SoCF told me
interesting things.
Perhaps I'm s
At 03:11 AM 6/29/2005, you wrote:
My personal inclination though is that if you want to learn about what
the SoCF (Statement of Cash Flows) says, grab a basic "fundamentals
of investing" book and read through it.
Or, you could just think of the SoCF as a big "cigar box"
into which the money is
Erik:
At 09:51 PM 6/29/2005, you wrote:
I agree Kyosaki is much more of charlatan than an investment guru.
As do I.
I do however think his financial statement diagrams are excellent tools to
understanding financial statements. His games show how asset sometimes are
not really assets unless
Brian:
At 03:34 AM 7/1/2005, you wrote:
"Nope. Your position is that they haven't. However, so far as NAIC is
concerned, they have."
By "NAIC" in this context, I can think of three things you could possibly
(in some universe anyway ) mean:
(1) Your personal interpretation from whatever (?)
(2)
Brian:
At 03:03 PM 7/1/2005, you wrote:
"Understood. But, Brian, the "power of the concept" resides in its
simplicity!"
...if you say "Brian's approach is too complicated" long and consistently
enough, maybe others will believe it.
As you know, I have enormous respect for you and your effo
Brian:
At 09:06 PM 7/1/2005, you wrote:
Fun conversation. Hopefully if others are bored with it, they've tuned it
out long since!
Yes it is fun; but I'm becoming redundant and, in keeping with
my simplistic nature, I'll only complicate it if I keep trying to
find new ways to say it.
At i
Bill:
At 01:20 PM 7/1/2005, you wrote:
We conducted a month-long beta test with the CGAB, starting May 26. It
was later expanded to Chapter volunteers. During this process many, many
bugs were found and eliminated before the site's launch, but obviously
not all of them. We're working diligently
Joe:
At 06:02 PM 7/2/2005, you wrote:
well there you go!
I have no problem with "as interpreted by Lowell and Ellis" but that
is different than the way you started. What it shows to me is the
importance of judgment.
I would prefer that this portfolio be invested in a Folio
brokerage whe
At 07:07 PM 7/2/2005, you wrote:
I'll try to get it invested as soon as possible but I do want to
purchase a strong stock. I don't have any 10 quality stocks on the
radar that are also priced properly and green of Mood. We do have the
latitude to go as low as 80 for the Mood.
Check out DHR a
At 08:11 PM 7/2/2005, you wrote:
> That can't help but hold down the performance. Right?
> In the short term, I suppose it would tend to mitigate
> a down market's effect on the portfolio; but, over the
> long haul, if it's left that way (like NAIC's Growth Fund),
> it would tend to reduce the r
Lowell:
At 08:58 PM 7/2/2005, you wrote:
Still, I do remember the time that you
"sold everything"!
You will need to refresh my memory as I never sold everything. I almost
sold everything just before the crash of 1987 but even then -- not
quite.
That was addressed to me. I sold my whole port
Dan:
At 11:45 PM 7/2/2005, you wrote:
Nutshell: Nicholson sanctioned allocating significant portions of total
assets to cash or "bonds" under the right conditions. That has little to do
with maintaining the regular cash infusion.
This shows up in the 1983 (and I recall earlier issues) versi
Lowell:
At 11:29 AM 7/3/2005, you wrote:
{In summary it does seem the NAIC Methodology does not exclude some
level of
market timing of business cycles by the more experienced investor.
Market timing seems to have a bad reputation but that may be due to how
it is used by traders, not investor
Lowell:
At 01:17 PM 7/4/2005, you wrote:
PS For my July 4th show, go to this URL, download the player file, and
view show #2. It is the Astronomy or Picture for the Day show.
Awesome! I don't know all of what I was looking at; but they
sure us humans down to size! :-)
Ellis Traub
Yo
Ed:
At 03:27 PM 6/28/2005, you wrote:
What does it take to change the date Last Studied,
or on the SSG and on the data sheet. Even after
changing growth rates, pe's etc it still says the date
is Jan 19, 2004.
There are two significant dates in Toolkit: the study
date and the data or source
Don:
At 10:43 PM 7/4/2005, you wrote:
I think Brain, Joe, Joe, Dan
and others...
Much as we admire Brian's considerable intellect, do you really
think it's appropriate to call him that?
Ellis Traub
You can read and write messages or change your subscription options at the
i-club-list
Ed:
At 03:42 PM 7/6/2005, you wrote:
Above is Turtle I portfolio which I purchased on a
10/31/2001 for a "watch" list on MSN.
Would this portfolio have done better if we followed the
wager sell when the T$ QI falls below 3.4 ? The turnover
would have been at least 12 of the 14.
It would h
Larry:
At 12:06 PM 7/4/2005, you wrote:
WOW I have been following the recent discussion with Ellis, Brian, Dan
et al and thoroughly enjoyed what I have read so far.
Me too!
It seems in my reading that George Nicholson introduced the SSG concept
to his students first.
I believe so.
Dan and Larry:
At 03:39 PM 7/4/2005, you wrote:
Yes Nicholson did focus on individual stocks. However, this aspect
of portfolio management actually deals with the entire market
becoming over or undervalued and how to respond to these situations.
What he suggests seems logical to me. Reread th
Ken:
At 09:08 AM 7/5/2005, you wrote:
First, I want to see a breakdown of my diversity by sector
(my definition or S&P definition or VL definition).
We've talked about that, discarded it in the past because
it's hardly a trivial change. But, with a makeover in the
database, such a thing might
Brian:
At 01:56 PM 7/5/2005, you wrote:
Yes, we HAVE talked about that. And I pointed out that it's a trivial table
lookup. Jim Thomas since implemented that table lookup in his spreadsheet.
Jim's a smart guy, but this isn't rocket science work, it's code monkey 101
programming --- absolutely
Ken:
At 03:05 PM 7/5/2005, you wrote:
Since we are talking about Toolkit5's portfolio management capabilities, I
would like to hear some discussion on the Rational Value figure that
appears on the Portfolio Overview screen. As it is presently calculated,
it relies on the average PE value fro
Hey, Brian and Cy:
Can I jump in here?
At 02:55 AM 6/29/2005, you wrote:
You said:
though I do think that growth is a part of quality in a broad
sense. Upon reflection on the replies to my post, and
the PEG v. HVR thread, maybe I should use a term other than
"quality" since that has a trad
Brian and Bill:
At 11:00 AM 6/30/2005, you wrote:
Wow. Wow. Wow...
Whoa!
The problem with Toolkit 4 importing OPS data is one that is
in the process of being fixed at NAIC/BI Headquarters. It is,
as I understand it, simply the fact that the OPS files that
are being delivered have an extra
Bill:
At 04:49 PM 7/8/2005, you wrote:
Here's an update on a few things that were fixed on the site today:
I don't know where you came from; but it's refreshing to have
you here!
Thanks for being conscientious and communicative.
Ellis Traub
You can read and write messages or chang
At 12:14 PM 7/12/2005, you wrote:
Today I did an Import of NAIC OPS datafiles. It tells me the latest
version of OPS is June 26, 2005. I thought OPS was updated weekly. Who can
explain?
I'll check -- it may be related to the web site switchover.
Last I knew, it was supposed to be updated dai
Doug:
At 04:22 PM 7/12/2005, you wrote:
Nope, since OPS was launched, the Prospector database has *always*
been updated weekly.
Sorry. I didn't read the question carefully enough. I thought
it referred to the OPS data, itself.
Ellis Traub
You can read and write messages or change your
Hey, Nat!
At 05:10 PM 7/12/2005, you wrote:
NEED HELP ON TAKE STOCK 4. Take Stock 4
operates without any problem except that I am unable to activate the
Summary button for a designated stock. When I click Summary I get a
small pop up in the left hand/bottom corner of the screen, just abou
Nat:
At 07:15 PM 7/12/2005, you wrote:
Thanks Ellisas usual you solved the problem.
Summary button is
working fine after I clicked on maximzing in the abbreviated pop up in
the
bottom left hand corner.
Great! Glad I could help. (Actually, I'm going to Austin, TX, to
visit David tom
Ev:
At 12:40 PM 7/12/2005, you wrote:
I will put a starting list together - I wanted to do this anyway - need to
organize my resources on this topic. I'll post and see if others have
offerings.
Sounds like we should have some sort of clearing house for
such materials. Ev, over the years, you
Jason:
At 12:31 AM 7/11/2005, you wrote:
Whether you invest in funds or stocks, you're really investing in
management. Whether it's running a company or investing a
portfolio of stocks, good managers do not succeed because the
dice came up seven.
Investing in a mutual fund because of its mana
Ev:
At 11:20 AM 7/11/2005, you wrote:
To begin with one of the qualities one looks for is fund managers that
do not turnover their portfolios each quarter, just like you look for
individual stock/company managers who do not line their pockets with
excessive stock options, or big pay packages,
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