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Stock Selection Guide Tools

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29 results found

  1. 1 vote
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  2. Under the Research/BetterInvesting/Member Sentiment Tab: set the "Average" row to be viewable without having to scroll to the bottom of pag

    Under the Research/BetterInvesting/Member Sentiment Tab: set the "Average" row to be viewable without having to scroll to the bottom of page. So, if, for example, only the top ten forecasts were selected, the average would show without scrolling; or if all forecasts were selected, the average would show without scrolling.

    31 votes
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  3. Why does earnings & EPS shown on SSG not jive up with Etrade and other publications

    Why does earnings & EPS and other data on SSG not jive up with that published on Etrade and else where?

    1 vote
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    The earnings (EPS) that are used in the tools and stock data service are ‘Diluted EPS from Continuing Operations’.

    There are the earnings from the GAAP definition of continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.

    These earnings are traceable back to the company’s official filing (10-Q, 10-K, 20-F) on the SEC website at http://www.sec.gov

    Other financial resources may present different variations on earnings.

  4. 12 votes
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  5. Add reference file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"

    Under SSG Help / Reference Materials add a file showing adjusted EPS that takes out the effects of the "2017 Tax Cuts and Jobs Act"

    7 votes
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  6. Include Ticker in web page title/browser tab

    Include the ticker in the web page title so it shows in the browser tab.
    This will help the user differentiate between open studies in their browser.

    0 votes
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  7. Member sentiment report

    When utilizing the member sentiment I often find variable number of judgments that are clearly outliers. Recently in SBUX I saw a High PE's of 1582, a number of Payouts above 1500 (yes 1500), and a number of low PE's over 900. the unedited averages were High PE 45.8, Lo PE 163.9, payout of 876, with a potential return of 43.8. Really?

    With 493 studies (could these really be called studies?) it is very labor intensive to go through the studies line by line to remove the outliers. There must be a way to throw out judgements that vary to…

    13 votes
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  8. Export Member sentiment numbers into excel

    I would like to export the member sentiment file into excel

    14 votes
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  9. Add Company Size to the Company Summary

    Folks have a hard time remember the company size definitions by BetterInvesting. Consider adding company size that to the Company Summary box based on BI definitions

    6 votes
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  10. Consistency in Data Updates

    The update for data and prices should be in the same order on the "Refresh Portfolio" dialog box on the Portfolio page and the "Refresh Data From Data Service" dialog box on the SSG. Please see attached .pdf.

    2 votes
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  11. Separate Notes from the Tools menu

    Please make Notes a top-level menu item and change the word Notes to bold/italic if any notes have been saved, as is done in Toolkit, to remind the user whether notes have been saved.

    2 votes
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  12. Ability to compare P/Es for peers within Plus and Core

    As with sales and eps growth, ability to see historical valuations of peers

    2 votes
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  13. In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters

    In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters EPS.

    4 votes
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    The trailing twelve months (TTM) EPS is now the default value to populate the ‘Low EPS’ value in the Low Price calculation.
    Users may change their preference setting to use the last annual price or may overwrite the TTM EPS value.
    Regards,
    BetterInvesting

  14. Add the "red line" to show current price in the Data Preview feature of the Screener.

    Would like to know about where the current price is when using the Data Preview feature of the screener.

    1 vote
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  15. Add 2 columns to the Portfolio Summary Report to display number of shares and total stock value in the portfolio.

    Adding this basic information to the Portfolio Summary Report would make the portfolio "snapshot" more complete and useful to clubs and individuals.

    10 votes
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  16. Add ability to update the stock price at any time

    Show not only yearly high and low prices but also yearly closing prices and draw a line thru them

    1 vote
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  17. Add ability to update the stock price at any time

    Add ability to update the stock price at any time

    5 votes
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  18. In all studies view, bottom right - buttuns print is black background is dark blue -- change print to white.

    In all studies view, at the bottom right of tool display - there are buttons the print is black but the background is dark blue -- very hard to see -- so change print to white so its easy to see and read.

    1 vote
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  19. Make peers display persistently throughout SSG

    Please make the peer display persistently throughout the SSG so that we do not have to re-select them each time we open the graphs.

    1 vote
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  20. 8 votes
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