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Stock Selection Guide Tools

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252 results found

  1. ROE should be based on start of year equity

    Current SSGPlus uses end of year equity vice start. This distorts the intended relationship of the metric for our analyses and in some cases leads to wrong inferences re management effectiveness.

    5 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  2. Create a new report to show user judgment (forecast) reference points

    The report could be printed alone or with the SSG PDF and would show similar information as the 4 judgment/forecast pop-up windows in order to provide a reference of what was chosen and the other reference points that were displayed at that point in time.

    5 votes
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    2 comments  ·  SSGPlus  ·  Admin →
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  3. Have only one ticker input field for all studies, like in Toolkit.

    It would be simpler to have only one field for ticker input, that would either pull up all studies in database with that ticker, or allow data input for a new study, as is done in Toolkit. If we are in a portfolio and want to look at a stock that is in the database but not in this portfolio, it is now necessary to go back to "all portfolios" to find the study. The current design is very unwieldy, and an unnecessary inconvenience.

    5 votes
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  4. 5 votes
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  5. Enhance the Notes Table in SSG Plus to show the notes with new-lines and spacing as formatted when entered.

    One issue I have with the site is that the notes are very hard to read. Would it be possible for you to add some code that provided the same "new-line" and "space" formatting as was entered in the table of notes in SSG?
    (Please note that I realize that the note is displayed correctly in the pop-up box if I click on the note in the table)

    Here is an example of what I am talking about. I would prefer that notes in the notes table appeared as I entered the note.

    Here is how the text appears in…

    5 votes
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  6. When data is changed, keep that data Highlighted

    When I unlock and change quarterly, or annual data, keep that data cell highlighted so it can be easily identified when reviewing the data later on.

    5 votes
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  7. 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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  8. Add a separate "My First Cut" tab formatted with First Cut questions that can be shared along with an SSG

    The SSG is a multiple choice, fill in the blank form without explanations. The First Cut provides supportive information on your rational - an essay to support your selections in the SSG. This tab would not need to have repetitive information like the header info of the current FC but offer an opportunity for explaining the "why" questions supporting SSG decisions. Sharing this with clubs along with your SSG would help them understand your judgments.

    5 votes
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  9. Redesign look and feel to respond to screen size

    Redesign all pages of all tools to respond to the screen size (responsive design). Large screens can see more content and content is still functional and viewable on mobile.

    5 votes
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  10. Add button to delete multiple (or all) sets of saved SCG

    I use SCG's a lot. Over time I have dozens of old SCG's that I no longer want to keep. It is a pain to delete one at a time.

    5 votes
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  11. Enable adding comment while inside an ssg

    Instead of closing an ssg to make a comment, allow that while in an ssg

    5 votes
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    0 comments  ·  CoreSSG  ·  Admin →
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  12. Share Pert Report files

    It would be great to be able to share Pert Report files with Club members electronically, similar to sharing itk files.

    5 votes
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  13. email groups

    Be able to created groups when sharing stock studies, so when you are member of more than one club, have each club as a group

    5 votes
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  14. Add the ability to remove Pre-tax Profit Margin data (outliers) in the Preferred Procedure window.

    In the Preferred Procedure window, it would be nice to be able to identify outliers in the Pre-tax Profit Margin data (from the most recent 5 fiscal years) to quickly calculate a new average. The new average would then appear as the default value for the PTPM in the preferred procedure calculator.

    4 votes
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  15. 4 votes
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  16. Enable the TK6 library feature

    It's very handy to be able to switch to another library. I have one called "junk" where I don't worry about creating quality SSGs. I have two others for my club and my personal SSGs. I can do TK challenges on the last two without worrying so much about corrupting my results. If I get another vote, I'll vote to add the challenger.

    4 votes
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  17. Enter Share growth as an annual growth rate in preferred procedure

    Entering Shares Outstanding in the Preferred Procedure would be better if I could enter an annual growth rate instead of having to manually calculate 5 years of growing shares. Additionally, it would be nice if the Shares Outstanding growth rate was calculated instead of just displaying the share count.

    4 votes
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  18. Add Stock Analyst Balance Sheet Analysis

    Stock Analyst has the page to analyze the change in Balance Sheet items to evaluate whether Sales is growing faster than AR, and current ratio and plant turnover ration

    4 votes
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  19. Make labels more descriptive

    It would be helpful if some of the labels were updated to make them more descriptive, so we don't have to guess or reverse engineer the numbers to figure them out.

    For example: in the Fundamental Company Data section, user has no way of knowing just by looking at the table if the column labeled "Forecast (%)" is an annual forecast or is it the forecast for 5 years in total?

    In section 3, it says "High this year" and "Low this year". Does that mean the calendar year, or is it a TTM time period? (plus it would be…

    4 votes
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    1 comment  ·  SSGPlus  ·  Admin →
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  20. Add a Stock Wish List - A list of Stocks to look further into

    It would be great to:
    0) Create a further review stock list
    1) That list could be a portfolio but stocks in a portfolios require that an SSG has been done. Perhaps The Wish List is better in another new list.
    2) Have a check box in the search tool to add a stock to the further review list.
    3) Enter a table of stocks (from a comma separated text list) that have been found outside of the SSG into the further review list
    4) Add a quick preview Data for like one in the stock screen search list.

    I…

    4 votes
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