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Stock Selection Guide Tools

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70 results found

  1. Please make it so that the R squared, PEG, and Relative Value % PRINT out on the SSG.

    These are on the Toolkit when it is printed and they are very useful to have them visually when a company is being discussed in a group.

    16 votes
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  2. 15 votes
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  3. Provide notification/burst/highlight when quarterly and annual data updates have occurred and are available in the SSG.

    Provide notification/burst/highlight when quarterly and annual data updates have occurred and are available in the SSG.

    14 votes
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  4. Post earnings release dates and link to the release.

    Post an alert to the SSG of an earnings release to active positions in an SSG portfolio. It is similar in concept to MyIClub's posting of dividend info and dates on its calendar.

    14 votes
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  5. Add current PE in parentheses after the Current Price as shown in Toolkit 6

    Add current PE in parentheses along with the Current Price as is shown in Toolkit 6; i.e., Current Price (PE) 44.78 (20.1)
    52-Week High Price (PE) 61.05 (27.4) and 52-Week Low Price (PE) 33.67 (15.1).

    12 votes
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  6. Highlight data changes

    When data is updated (not stock price) highlight the ticker. Keep that ticker highlight until the user 'clears' the message. That way users are notified when changes are made to data and reminded to review new information.

    11 votes
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  7. Export Stock Screens to Excel after running them

    Ability to download or export Stock Screens to Excel for further study without creating a study for each one first

    10 votes
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  8. FFO Data for REITs

    REITs (not for clubs, but of interest to individual investors) generally use Funds from Operations (FFO) instead of EPS. Is there any chance of changing the data feed for REITs?

    10 votes
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  9. List what quarter of the fiscal year is being reported beside the date.

    We would like to be able to complete our quarterly reports forms more easily from the OLT. One data point missing is the number of the quarter of the fiscal year being reported. (ex: Q4 6/30/17) Would also like to see projected relative value on the SCG. (Which is a great tool BTW.)

    10 votes
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  10. Allow SSG to be created where a ticker is not included in the data feed or from manual data

    I am researching an ADR of a company, which trades OTC. (ex: DKILY, Daikin Industries, a $53B market cap company) I am unable to start an SSG in this company, as the ticker is not found in the data.

    I think there should be a "manual mode" for the SSG, which would be useful not only for OTC companies, but also companies listed on foreign exchanges. It could also be useful as a learning tool, to find and populate the data, in order to become familiar with their meaning and source.

    7 votes
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  11. All Studies Reports Function

    I would like a Reports Function (icon) to be added to the "All Studies" list.

    I use "All Studies" as my Watch List. Instead of creating a Watch List and adding each new stock from my "All Studies" list, I would like to select the reports function (icon) to display all reports on these stocks.

    6 votes
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  12. Ability to create a new porfolio based upon results of stock search

    I used the search tool to look for Communication Services companies - it would be nice to be able to create a new portfolio of the companies I found by importing into a new portfolio and then work on refining the SSGs once I get them into the new portfolio

    6 votes
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  13. Use Correct Data

    The SSG Plus and Core are pulling incorrect data from Morningstar for Gentex resulting in flawed analyses for the companies.

    One example is that BI and Morningstar report GNTX released dividends of $0.33 per share for 2018. In fact, GNTX posted dividends of $0.44 per share.

    I wonder, how come these basic data are incorrect? What other data are incorrect and resulting in flawed analyses?

    Idea: Create a data quality verification algorithm to ensure your vendors are supplying you with correct inputs so your customers (members) can create correct outputs. I would urge you to remember that a vendor's Garbage…

    6 votes
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  14. Report Request: Add Buy price to satisfy US/DS

    Report Request: I’d like to request that you add the following SSG stock report value to your existing SSG Report:

    Buy price to satisfy US/DS of
    3 to 1 and 15% total return:

    Currently I manually enter this value into the same spreadsheet that I import the available report.

    6 votes
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  15. Display all prices with two (2) decimal points

    The hi and low prices on side #2 take only one digit. Shares are traded in penney's. Price should provide two digits.

    6 votes
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  16. Add to portfolio tools the Portfolio Report Card similar to TK6's report

    To properly perform portfolio management analysis we need to get portfolio level statistics on TR, PAR, U/D and RV. With that data we can compare individual holds to see which ones are leading the portfolio and which ones are dragging it down. Without the capability the serious portfolio analyst must create a separate spreadsheet, add the company SSG data then aggregate for the portfolio at large.

    6 votes
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  17. Add a timestamp to the Member Sentiment study date so we can tell if a number of studies were done in a short period of time.

    With a timestamp and the study date, we could see if a number of studies were done at essentialy the same time indicating that they were probably all done by the same person or maybe a lot of studies done after an online presentation like Stock Up or Ticker Talk.

    6 votes
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  18. Add a feature to store frequent email recipients for use when emailing a study

    Add the ability to store club members email addresses in the recipients box in the email study feature so we wouldn't have to reenter them each time we send a study.

    5 votes
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  19. 5 votes
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  20. I would like to see options to the first or third page of the SSG PRO graph lines that would display over time the Stock Price/ Sales ratio.

    I recommend graphs be added to the SSG's to show , over time, the flow of the following ratios: Stock Price/Sales (P/S), Stock Price/Free cash flow (P/FCF) or (P/CF), and Debit/Equity. Plotting these points would help materially in selecting quality stocks.

    5 votes
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