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Toolkit 6.1.0
Great to finally get Cash Flow and Debt plots but there was no plot of Cash Flow for FDS, DHR, GE, SYK. Only success was for DD.
These are the only ones that I tried. |
Ken |
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Did you update the data for those companies before trying to add Cash Flow to the graph? I was able to see them all.
If you open the Data Entry window and view Annual Data, you'll see the cash flow figures. If they're blank, update the data and the figures should appear.
Doug
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Rank: Advanced Member
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v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);}
Thanks,
Doug! I should have thought of that as the obvious.
Ken
From:style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>
toolshed@stockcentral.com [mailto:toolshed@stockcentral.com]
Sent: Thursday, November 20, 2008 09:46
To: kpeters1@cfl.rr.com
Subject: [StockCentral -- The Toolshed]: RE: Toolkit 6.1.0
(bcbd94f7-5d8b-479c-acab-ea21bb724246)
From the The Toolshed forum at
StockCentral.com, Doug Gerlach writes:
Did you update the data for those companies before trying to add Cash Flow
to the graph? I was able to see them all.
If you open the Data Entry window and view Annual Data, you'll see the cash
flow figures. If they're blank, update the data and the figures should appear.
Doug
Posted by: Doug Gerlach
To view the complete topic, reply, or unsubscribe to this topic please visit: http://www.stockcentral.com/community/tabid/143/view/topic/postid/6599/ptarget/6601/language/en-US/Default.aspx
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Ken |
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Rank: Advanced Member
Posts: 80
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v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);}
Thanks,
Doug! I should have thought of that as the obvious.
Ken
From:style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>
toolshed@stockcentral.com [mailto:toolshed@stockcentral.com]
Sent: Thursday, November 20, 2008 09:46
To: kpeters1@cfl.rr.com
Subject: [StockCentral -- The Toolshed]: RE: Toolkit 6.1.0
(bcbd94f7-5d8b-479c-acab-ea21bb724246)
From the The Toolshed forum at
StockCentral.com, Doug Gerlach writes:
Did you update the data for those companies before trying to add Cash Flow
to the graph? I was able to see them all.
If you open the Data Entry window and view Annual Data, you'll see the cash
flow figures. If they're blank, update the data and the figures should appear.
Doug
Posted by: Doug Gerlach
To view the complete topic, reply, or unsubscribe to this topic please visit: http://www.stockcentral.com/community/tabid/143/view/topic/postid/6599/ptarget/6601/language/en-US/Default.aspx
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Ken |
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Rank: Advanced Member
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what does the box FTM stand for in sec three line 6 below the TTM. future twelve months? foward?
These boxes are a nice addition to the back of the stock selection guide
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Was thanked: 14 time(s) in 10 post(s)
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Posted By DANNY MATTHEWS on 12/10/2008 10:25 AM
what does the box FTM stand for in sec three line 6 below the TTM. future twelve months? foward?
These boxes are a nice addition to the back of the stock selection guide
Future Twelve Months (or Forward Twelve Months, if you prefer!).
We will eventually be moving the Relative Value figures to that area as well in a future update. Then things should make a lot more sense.
Doug
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Rank: Advanced Member
Posts: 262
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Thanks. If possible, it might be nice to have a pop up show the acronyms meaning thoughout the SSG. (When holding the mouse over the item).
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Rank: Advanced Member
Posts: 80
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Pop up boxes are great for awhile but please add a way to make them go away when we are ready. Thanks!
Ken |
Ken |
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Doug,
In your webinar last night on TK6 and SC you showed the Cash Flow, Debt and other lines on the front of the graph. Is there a plan to allow one to use Cash Flow in lieu of EPS in Section 3. Seems to make sense for cyclical companies because normal P/Es don't work when the E is too high or too low.
Kevin Gillogly
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Posted By Kevin Gillogly on 12/10/2008 8:38 PM
In your webinar last night on TK6 and SC you showed the Cash Flow, Debt and other lines on the front of the graph. Is there a plan to allow one to use Cash Flow in lieu of EPS in Section 3. Seems to make sense for cyclical companies because normal P/Es don't work when the E is too high or too low.
We don't have any immediate plans to allow this, but I'm open to the possibility. Can you point me to some reference material on how this analysis approach would work?
Doug
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Rank: Advanced Member
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can't you use the CF chart and compare it to the EPS growth or loss? Even though cyclicals have bigger swings in PE they would still gravitate back to the median averages over time. Just my thoughts
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Doug,
I know that Manifest uses Cash Flow for companies that have low Value Line EPS Predictability IIRC > 30.
As for study no I don't have one. But I have been using the SSG for awhile. ;) Ok, not as long as you.
Think about it. The problem with the valuation on the SSG comes in when you try to analyze a cyclical because of the math behind a PE. In completing Section 3 you either have to reverse the PEs values because you will get an unsupported future high price in Sec. 4A or find another way to value them outside of the SSG.
Cyclicals PEs work in reverse. When the PE is high it is a good time to buy and the time to sell is when the PE is low. The SSG works off of the premise of buying near the low PE and sell when it is overvalued (near its high). Since the premise of valuation in a SSG is determining earnings to price and purchasing when the stock is undervalued you can't do that with a PE of a cyclical.
Using Cash Flow gives you a more stable line and then the normal valuations of the SSG (buying low value and await the expansion of well managed companies) work.
Danny,
The reason you can't just compare the EPS line to the Cash Flow line on the front side is what I mention above. You can't value them properly.
Kevin Gillogly
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