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7:26 pm
May 26, 2010
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Jae Jun
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If you do what rharmelink suggested you should be able to modify it for the morningstar financial statements but I haven't tried to be honest. The other calculations will not work though.
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7:25 pm
May 25, 2010
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moneymaker
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rharmelink said:
krackerjack121 said:
Here is a link for a stock traded on the TSX.
http://quote.morningstar.com/s…..XTSE%3aPOT
Try using this as your ticker symbol in a workbook:
POT&country=can
That worked for me on the Piotroski workbook, which gets its data from Morningstar. In essence, it's just a sneaky way to put the "&country=can" string into the URL.
But that will only work for Morningstar data extractions.
Have you been able to modify the OSV DCF/GRAHAM/EPV spreadsheets to allow for Canadian companies?
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7:25 pm
May 25, 2010
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moneymaker
| | canada | |
| Member | posts 12 |
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rharmelink said:
krackerjack121 said:
Here is a link for a stock traded on the TSX.
http://quote.morningstar.com/s…..XTSE%3aPOT
Try using this as your ticker symbol in a workbook:
POT&country=can
That worked for me on the Piotroski workbook, which gets its data from Morningstar. In essence, it's just a sneaky way to put the "&country=can" string into the URL.
But that will only work for Morningstar data extractions.
Have you been able to modify the OSV DCF/GRAHAM/EPV spreadsheets to allow for Canadian companies?
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10:45 pm
May 20, 2010
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rharmelink
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krackerjack121 said:
Here is a link for a stock traded on the TSX.
http://quote.morningstar.com/s…..XTSE%3aPOT
Try using this as your ticker symbol in a workbook:
POT&country=can
That worked for me on the Piotroski workbook, which gets its data from Morningstar. In essence, it's just a sneaky way to put the "&country=can" string into the URL.
But that will only work for Morningstar data extractions.
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9:05 pm
May 19, 2010
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krackerjack121
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I can completely understand that. You would have to put in a huge amount of time and with not a lot of people who would purchase those specific sheets. It makes it harder to justify doing from a cost perspective.
Rocky
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9:02 pm
May 19, 2010
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Jae Jun
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All the time. Problem is, the time I spend on it doesn't equal the return, which is why I've been neglecting the international markets.
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8:58 pm
May 19, 2010
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krackerjack121
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Do you get many other requests from other international stock markets?
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8:57 pm
May 19, 2010
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Jae Jun
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I'm currently in the process of simplifying my spreadsheets and trying to make the morningstar data the main source of data for the calculations. If I ever get it finished, I'll definitely start looking at trying to make a Canadian version as I do get regular requests.
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8:54 pm
May 19, 2010
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krackerjack121
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Thanks for the help and the conversation. As always, I love your site and keep up the great work. I know I will be back a lot more.
ROcky
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8:51 pm
May 19, 2010
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Jae Jun
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For non USA stocks, yes you have to enter it manually.
The downside with morningstar is that they round off the numbers to 1 decimal place but the accuracy of the data is pretty good. Altough it's a good habit to check, the data can be relied upon a majority of the time.
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8:46 pm
May 19, 2010
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krackerjack121
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So I guess at this point if I want to get a value on the stock I will have to manually input the figures for doing a DCF or other options eh?
In your experience, has the Morningstar website provided accurate results from what was also reported to the SEC in the company filings?
Rocky
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8:41 pm
May 19, 2010
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Jae Jun
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I see that the URL that "country=CAN" is appended to the end.
quicktake.morningstar.com/StockNet/Income10.aspx?Country=CAN&Symbol=CSF
This is the problem that I'm having. The & symbol following CAN is used by excel for another purpose so it doesn't read the URL.
I don't know how to append the country into the existing spreadsheets to grab the canadian links..
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8:33 pm
May 19, 2010
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krackerjack121
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Sorry Jae,
Here is another specifically Canadian Stock.
http://quote.morningstar.com/s…..XTSE%3aCSF
Rocky
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8:29 pm
May 19, 2010
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Jae Jun
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Well POT is already an ADR. Do you have any other company that is Canadian specific?
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8:26 pm
May 19, 2010
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krackerjack121
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Jae,
Here is a link for a stock traded on the TSX.
http://quote.morningstar.com/s…..XTSE%3aPOT
Rocky
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8:23 pm
May 19, 2010
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Jae Jun
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Can you give me a link? If you look at the URL's in the spreadsheet you'll notice that it is different and the non US markets always have some variable in between the URL that makes it hard to implement.
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4:33 pm
May 19, 2010
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krackerjack121
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Jae,
I was curious as to why you don't include the Canadian stocks on your spreadsheets. I was looking at the morningstar.com page and it has all of the canadian stocks as well. I would definately purchase one that could do a Canadian analysis. I'm in Canada so, there are some tax considerations for me to take into account when I purchase out of country stocks.
Rocky
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11:03 pm
April 29, 2010
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Jae Jun
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I just simply read all these books and needed a way to quickly go through all the examples I learnt.
The hardest part is always translating the words into spreadsheet form. The price to value graph took me approx 20 hours to figure out over 2 days. So it isn't easy. The EPV sheet literally took 1 month because I had to go through the book line by line to make sure I had everything.
It's only after 3 years that I feel like I can build a proper spreadsheet and the altman z spreadsheet that I put up the other day is a result of everything I've learnt so far. Does what it is supposed to do in a clean simple manner.
But once you can envision the book into pictoral form, all the excel tutorials are on the internet and there are always examples of how to do it.
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9:07 pm
April 29, 2010
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krackerjack121
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I meant first off in functionality and then usability, then design.
I checked out Chandoos page and I really liked what I saw at first glance. I will have to look more deeply into his work later on.
Thanks for the tip.
Rocky
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7:45 pm
April 28, 2010
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Jae Jun
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Do you mean in terms of functionality, usability or design?
I have an interest in design so I place a lot of emphasis on layout, images, web design, functionality and usuability.
Recently I stumbled on a fantastic excel charting blog http://chandoo.org/wp and have learnt a lot about graphing, charting and using the proper colors in excel.
There is a complete topic on charting with books and everything. You should check it out.
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