Automatic MOS Calculator Watchlist for Microsoft Excel --- *Temporarily Offline*

[ajklages]

Answered my own question, I deleted all my temp internet files and it fixed the problem.

Thanks anyway

Adam

[stampeding]

I am also getting these errors on my laptop with window vista (premium) but not on my desktop with window xp. Maybe window version is not the reason for these errors, but I figure I should report this anyway.

[tomterit]

Thanks Justin for incredible tool you have generated. I have a mysterious phenomenon which I will be grateful if you could tell me what is wrong.
In the AVG. GROWTH RATES table, the Equity line returns blank in values (the entire raw).
It keeps the same to all stock I have tried, even though I start with SBUX as template with all values in, including the Equity growth rate values.
Tomer Shapira

[Stockowner]

This may be some dumb questions, but okay...

I've downloaded it and I tried with KBH, RYL, MSFT...

I am a bit unsure how to do this, but in any case when I hit "enter". In default scenario it says "value!" on KBH. On MSFT it says "0.00" Why doesn't a number come up on KBH?

If I have understood correctly I will have to put my own selected numbers into scenario 2, but shouldn't the scenario 1 be filled out automatically?

Thanks :)

[jmcanoy1860]

Originally Posted by rharmelink

I'm not sure how important quarterly information would be relative to a tool being used for a decade-long forecast? IMO, the consistency of the annual data would be more important. I'd rather see more effort put forward to measure the consistency and stability of the factors going into the Rule #1 forecasting.

Also, keep in mind that quarterly data can be:

-- unaudited
-- not restated when things change
-- have less details (some things only apply to annual)
-- inconsistent format from company to company (i.e. YTD vs QTD)

I appreciate the tool that you have created and generously donated to the greater good (namely mine). I use it daily as a screener of long term potential and current value. In reference to adding the quarterly data, I think it is a good idea for one simple reason and I can give an excellent example.
Value investors look for the bad news in an industry to unfairly reduce the market value of an excellent company to make it a good buy. You can tell how well a company's management handles regular years very well with your tool (thank you again).
But, for example todays housing market, you can only tell the company's which are likely to survive in the housing sales industry for many years by their ability to make a profit or minimize damage under adversity. This being a bad year, you can theoretically segregate the good companies from the bad by how their management reacts to this.

[celicasx]

Hi Justin,

Congrats on a great tool. Have you ever considered amending the current version to allow for exchanges other than in the US? Reason I ask, is I'm looking at using your s/sheet for the Australian Stock Exchange (ASX). It works to a degree now, just by using the appropriate MSN Money ticker (e.g. AU:BHP), however there are some minor problems with the data coming across.

For example, MSN Money displays the BVPS with the currency (e.g. 06/07 5.99 AUD ) so it requires a manual correction to remove the "AUD" - if anyone knows of a automatic way, please let me know.

Additionally, being a foreign company, no cash flow data from Morningstar is downloading. Again, requires manual intervention. Thankfully my broker's website has this data available (albeit as a p/share statistic), so my workaround at the moment is to add additional columns to the cash flow sheet and then adjust the cash formula in the main sheet (B18 to K18).

Any help by you on automating the above processes, or by any other member would be appreciated.

Again though, congrats on a great tool!

Regards
Rob

[ajklages]

Originally Posted by celicasx

Hi Justin,

Congrats on a great tool. Have you ever considered amending the current version to allow for exchanges other than in the US? Reason I ask, is I'm looking at using your s/sheet for the Australian Stock Exchange (ASX). It works to a degree now, just by using the appropriate MSN Money ticker (e.g. AU:BHP), however there are some minor problems with the data coming across.

For example, MSN Money displays the BVPS with the currency (e.g. 06/07 5.99 AUD ) so it requires a manual correction to remove the "AUD" - if anyone knows of a automatic way, please let me know.

Additionally, being a foreign company, no cash flow data from Morningstar is downloading. Again, requires manual intervention. Thankfully my broker's website has this data available (albeit as a p/share statistic), so my workaround at the moment is to add additional columns to the cash flow sheet and then adjust the cash formula in the main sheet (B18 to K18).

Any help by you on automating the above processes, or by any other member would be appreciated.

Again though, congrats on a great tool!

Regards
Rob

Rob I have had similar problems with the spread sheet. At the moment I have a version I altered with some basic formulas that strip the AUD from the equity amount so that the equity values will work. This would work for all foreign dollar amounts (I think). I am not very advanced when it comes to excel ( I am using 2007) and I am having problems with the earning estimates and the cash flow data. For some strange reason the earning estimate query does not work even though the data is available from MSN unlike the cash flow from Morningstar which does not show Australian stocks.

If anyone can help with this I would be extremely grateful, if anyone wants the ability to strip foreign currency abbreviations from the equity amounts, just message me (It is simple but basic as I said).

Once again thanks everyone for this tool and any help in advance.

Many thanks

Adam

[celicasx]

Hi Adam,

Anything that'll speed things up for me would be great. I'll send you a PM shortly.

I wondered about the Earnings Estimates... and here I thought it was just me! But now I realise it's got something to do with non-DOW stocks. I was just manually running the Web Query each time and it was fixing it up. Would be great it it worked automatically, but at least it's still faster than doing it all manually.

Regards
Rob

[doriancollier]

Quick Question. Does this MOS calculator get messed up if a stock splits?

[JayC]

Originally Posted by doriancollier

Quick Question. Does this MOS calculator get messed up if a stock splits?

The tool uses data from MSN ... it's totally GIGO (garbage in garbage out) so if MSN is screwed up then yes :)

Also, it seems that most posts on this thread are about problems. I wanted to post my experience. It's worked fine for me since I started using it back in July 2007.

• Make sure you do a Save As and not an Open With when you click the link. The latter will place it in your internet temporary files (a hidden folder).
• Never save the calculator after you use it. Just close it without saving. You may have auto-save turned on. If it works one day and not another, download it again, and this time make a backup copy on your PC.
• You can override the PE and Growth rates in cells M5 and M3. If a value can not be found on the website, and the spreadsheet tries to do a calculation with them it will return the #DIV/0 error or else value (a la CSE). Just use cells m3 and M5 to override the value.
• If you are having an issue, it world be helpful to know your version of Windows and Excel.
• Learn to look at the formulas in the cells giving you the error. For example with CSE, cell C11 (Historical P/E) gives #DIV/0! (divide by zero). The formula is AVERAGE(G45:G46). I look at G45 and 46 and see that both are "NA" (not available). So I would chose to fine the historical PE elsewhere and type it's value in M5.

Hope this helps,
Jay