Stock Forum

Discuss value investing stock ideas

You must be logged in to post
Search Forums:


 






Wildcard Usage:
*    matches any number of characters
%    matches exactly one character

Competitors tab

No Tags
UserPost

4:54 pm
March 22, 2010


Jae Jun

Admin

posts 1336

2

Here are the answers. All found with simple search phrases.

1) thanks

2) no you cannot compute it because you are running the spreadsheet for you main company. If you compute it for the other competitors, there is no way to calculate each metric, store it and then revert back to the original ticker.

3) a) http://www.oldschoolvalue.com/…..mment-4210

b) yes FCF growth rates.

4) http://www.oldschoolvalue.com/…..microsoft/

5) You should override. They are just basic checklists and you could adjust to your own accord.

6) I have it in the EPVData tab which is hidden. So if you want to use it, you can unhide the tab and see it. But I left it out as it isn't necessary.

4:09 pm
March 22, 2010


itconsultant

Irving, Texas

Member

posts 34

1

1) It is excellent that you can type in 6 tickers to compare similar companies

2) Under valuation ratios, i understand you are getting the data from Reuters. For the company under analysis, could you not have it computed instead? I know that  you are trying to get all the numbers from the same source so the formula remains the same. Could you actually compute the numbers for all of the companies yourself or is that not possible especially under valuation ratios?

I saw that Reuters report no P/FCF for JEC. However, I could do it myself and I got a number.

3) a) On DCF Valuation tab, in row 68 where you have Total value. Why do you add the Current value of Shareholders equity to the discounted free cash flows instead of the FCF at the end of the current year?

    b) user growth and growth, are those the FCF growth rates?

4) I am not sure how to use the EPV tab. I know the concept of earnigs power value and normalized earnings. Can you give me a link that explains

5) Really like your assessment tab and the pictoral representation at the end. Do we need to enter anything or the system computes these numbers and we only need to over ride if we feel?

6) Do you compute cost of capital anywhere? I kniow you prefer to use the simple 9 and 15% rates as discount factors. Just curious if the system does that?

thanks

itconsultant

No Tags


About the Stock Valuation Software forum

Most Users Ever Online: 147

Currently Online:
14 Guests

Currently Browsing this Topic:
1 Guest

Forum Stats:

Groups: 4
Forums: 40
Topics: 694
Posts: 3680

Membership:

There are 868 Members
There have been 8 Guests

There is 1 Admin
There are 3 Moderators

Top Posters:

somrh – 273
Graeme – 122
zehua – 96
valueinvestortoday – 75
nell – 67
krackerjack121 – 67

Recent New Members: kalidas, NathanB21, jademan10, romans122, vincentbston, mrpenguin

Administrators: Jae Jun (1336 Posts)

Moderators: Jae Jun (1336 Posts), VANYA (1 Post), djsun (0 Posts)