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Stock Selection Guide Tools

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262 results found

  1. 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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  2. 14 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  3. 14 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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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. Allow price override and also display calculated value in Section 4

    In section 4a or 4b, when entering P/E and EPS values to get calculated prices, there are times when it is appropriate to use some value other than the calculated values. In Toolkit, the calculated values are displayed but crossed out, and the adjusted value shown. I would prfer that action, rather than showing only the adjusted value. If I adjust a price, I still want to be able to see the calculated value I adjusted from.

    13 votes
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  6. Add a display to show 5 year growth rates

    In addition to the 10 year growth rates shown for key fundamental data, add a display for 5 year growth rates as well.

    13 votes
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  7. Create a preset search that looks for stocks meeting George Nicholson's Triple-Play.

    George Nicholson's idea of a Triple-Play was briefly mentioned in the old NAIC handbook. With all the great technology in the online SSG tools, it would be nice to have a preset search that would pull in stocks possibly meeting the three requirements for a Triple-Play. Apparently, the aspects of a T/P are found if one has a Value Line account, and many of us don't, or don't have access via libraries.

    12 votes
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  8. Pre-Defined Screens - export to Excel Spreadsheet

    Allow one to export the results in an Excel Spreadsheet from the Pre-Defined Screens.

    12 votes
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  9. Show Removed Outlier Data Point(s) on Graph

    After removing an Outlier it helps to still see the Data Point in relation to the Trend Line. Also helps to shows others why you considered it an outlier. In Toolkit the data points are still shown on the graph.

    12 votes
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  10. 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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  11. Member Sentiment Time Frame

    Add an option to select the last 30, 60 days to the current 90 days of submitted studies.

    11 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  12. 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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  13. Add SSG summary boxes on Page 2 of the SSG to the print copy

    We're reviewing the new SSGPlus and like the summary boxes on page 2 (Establihing Risk at a Glance and SSG Results Summary). However, they disappear when printing the final SSG. We believe they are helpful when presenting the results to the club. Any plans these boxes can be retained on the completed SSG?? We see this as a big plus for the SSGplus tool.

    11 votes
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  14. Add more fundamental data to the data grid

    Add data and growth rates for dividends, shares outstanding, free cash flow, net income, book value, and long-term debt to the data grid at the bottom of the 'Analyze Growth & Quality' page in the data grid with the sales, EPS and pre-tax profit data.

    10 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  15. TREND Report

    Want to access and print the same Portfolio Trend Report available in Toolkit 6 in my SSG Plus program.

    10 votes
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    4 comments  ·  SSGPlus  ·  Admin →
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  16. 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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  17. 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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  18. Add FTM EPS and the average of TTM and FTM EPS to the Valuation and Return section of the SSGPlus

    Add FTM EPS and the average of TTM and FTM EPS to the Valuation and Return section of the SSGPlus similar to what is done in Toolkit 6 in order that users have a reference value to use for their 'Low EPS Forecast' value.

    10 votes
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    3 comments  ·  SSGPlus  ·  Admin →
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  19. The two date columns in the list of stocks should be more informative

    By default, the original date of the study is added to the name of the stock, so there is no need to show it in a separate column. The much more relevant dates are the Most Recent Price and the Judgment Date, which would be the last date in which any of the judgment items are modified. It would also be helpful to see the Most Recent Quarter date. All three of these dates are available and select-able in the Library listing. Let the user select the one or two preferred dates to be displayed.

    10 votes
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  20. 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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