Comments on: Morningstar Vs Old School Fair Value Estimation http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/?source=rss Excel DCF Stock Valuation Spreadsheet and Calculator Thu, 11 Mar 2010 15:01:05 +0000 http://wordpress.org/?v=2.9 hourly 1 By: Cool http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-4821 Cool Wed, 10 Mar 2010 14:10:52 +0000 http://www.oldschoolvalue.com/?p=194#comment-4821 Cool, just what I needed Cool, just what I needed

]]> By: Tom http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-3874 Tom Thu, 10 Dec 2009 03:42:01 +0000 http://www.oldschoolvalue.com/?p=194#comment-3874 Hey, I'm trying to purchase the spreadsheets however do you have an alternative non-paypal route to purchase? it won't accept my credit card. Hey,

I’m trying to purchase the spreadsheets however do you have an alternative non-paypal route to purchase? it won’t accept my credit card.

]]> By: Jae Jun http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-3873 Jae Jun Thu, 10 Dec 2009 01:05:46 +0000 http://www.oldschoolvalue.com/?p=194#comment-3873 Well in the end, I never took action and missed out on a 10 bagger. Had I listened to Jim and actually taken the initiative to make my way to a Walmart and simply check it out, I probably would have changed my mind. Jim capitalized on the opportunity and was rewarded. Well in the end, I never took action and missed out on a 10 bagger. Had I listened to Jim and actually taken the initiative to make my way to a Walmart and simply check it out, I probably would have changed my mind.

Jim capitalized on the opportunity and was rewarded.

]]> By: Tom http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-3871 Tom Tue, 08 Dec 2009 19:35:46 +0000 http://www.oldschoolvalue.com/?p=194#comment-3871 Whatever happened to the analysis on CPY? that was an interesting exchange. In hindsight, the company did excellent going from $1 to $20 in the last 52 weeks. However 2009 doesnt look so good with the negative FCF figures. Whatever happened to the analysis on CPY? that was an interesting exchange. In hindsight, the company did excellent going from $1 to $20 in the last 52 weeks. However 2009 doesnt look so good with the negative FCF figures.

]]> By: Discounted Cash Flow & Stock Valuation | Old School Value http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-993 Discounted Cash Flow & Stock Valuation | Old School Value Sun, 14 Dec 2008 09:44:43 +0000 http://www.oldschoolvalue.com/?p=194#comment-993 [...] For an idea of the accuracy of a DCF analysis, check out my intrinsic values vs Morningstar’s. [...] color: #d9f9ff;">

[...] For an idea of the accuracy of a DCF analysis, check out my intrinsic values vs Morningstar’s. [...]

]]> By: Jae Jun http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-831 Jae Jun Mon, 24 Nov 2008 08:03:48 +0000 http://www.oldschoolvalue.com/?p=194#comment-831 I came across the idea while I was at work and looking at some graphs. It's simply a radar graph in excel. I haven't gotten to the part of automating it though. Need to think about how I will incorporate it. I came across the idea while I was at work and looking at some graphs.
It’s simply a radar graph in excel.

I haven’t gotten to the part of automating it though. Need to think about how I will incorporate it.

]]> By: Jim http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-830 Jim Mon, 24 Nov 2008 03:45:14 +0000 http://www.oldschoolvalue.com/?p=194#comment-830 I like the chart. Is there a copy available that I could implement into my analysis'? I like the chart. Is there a copy available that I could implement into my analysis’?

]]> By: Jae Jun http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-828 Jae Jun Mon, 24 Nov 2008 01:28:22 +0000 http://www.oldschoolvalue.com/?p=194#comment-828 Yes spot on. The closer it is to the outside, the better. The holy grail of all companies would be a hexagon. Something that has constantly eluded me. I may have to adjust risk as I read more into it but at this point in time, that how I see the company. I just thought of this chart recently so I'll do a quick post to let people know how I intend to go about rating companies now. Yes spot on. The closer it is to the outside, the better. The holy grail of all companies would be a hexagon. Something that has constantly eluded me.

I may have to adjust risk as I read more into it but at this point in time, that how I see the company.

I just thought of this chart recently so I’ll do a quick post to let people know how I intend to go about rating companies now.

]]> By: Jim http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-827 Jim Mon, 24 Nov 2008 01:12:09 +0000 http://www.oldschoolvalue.com/?p=194#comment-827 I don't read charts so you'll have to help me with this. Is your chart saying the company, on a scale from 1 - 6 (6 being extreme), is extremely under valued? My answer is yes. Concerning high growth factor, the rating is a 3? I'd give it a 4 but 3 is suffice. You'll have to clarify risk. Risk means so many different things to so many different people. Well managed is a 5? I would agree with that. Possibly a 6. Good financial health is a 3? I'd say at least 4.5 to 5. Strong Moat is a 4? Strong Moat as in durable competitive advantage? I'd give it a 5. If I'm reading the chart correctly, it is very close to how I feel. I don’t read charts so you’ll have to help me with this. Is your chart saying the company, on a scale from 1 – 6 (6 being extreme), is extremely under valued? My answer is yes. Concerning high growth factor, the rating is a 3? I’d give it a 4 but 3 is suffice. You’ll have to clarify risk. Risk means so many different things to so many different people. Well managed is a 5? I would agree with that. Possibly a 6. Good financial health is a 3? I’d say at least 4.5 to 5. Strong Moat is a 4? Strong Moat as in durable competitive advantage? I’d give it a 5. If I’m reading the chart correctly, it is very close to how I feel.

]]> By: Jae Jun http://www.oldschoolvalue.com/valuation-methods/morningstar-old-school-intrinsic-value/comment-page-1/#comment-825 Jae Jun Mon, 24 Nov 2008 00:30:06 +0000 http://www.oldschoolvalue.com/?p=194#comment-825 Jim do you think this is a good representation of CPY? I still havent had time to look into it. <img src="http://jjun0366.googlepages.com/spider-cpy.png"> Jim do you think this is a good representation of CPY? I still havent had time to look into it.

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