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Old 02-22-2007, 12:25 PM
DBWalk DBWalk is offline
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Join Date: Sep 2006
Posts: 2
Thumbs up Re: Margin of Safety Calculator & Watchlist for MSN Money 3.03a (Excel Based)

All,

This tool has come a long way. I have a couple of suggestions that I would love to see considered.

1) Use a five year horizon versus a 10 year one. I think that 10 years is much too long to use the growth rates, especially those of young companies that will slow down a bit after a while. This gets compounded with the 15% discounting and makes companies with a lower than 15% growth rate look really bad. Since Rule #1 already takes a 50% MOS it seems to really penalize those people who can grow earnings at 10%. Rather than playing with the discount rate (nice feature) or the MOS factor (again, nice add), it would be great to just have an input for horizon.

2) The watch list is incredible! I would like to possible see a new ability to save history for a company so that you could track the progress by quarter or something like that. I know that I could just cut and paste values into a different spreadsheet or a new tab of this one, but it doesn't hurt to ask.

Thanks again to all who have worked so hard to make this tool do everything it does.

Regards,

Don
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