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jgtr  
#1 Posted : Wednesday, November 12, 2008 8:38:24 AM(UTC)
jgtr

Rank: Advanced Member

Posts: 63

Here are a few thing I lke to see added to Tool Kit:

  1. a way to be automatically alerted to earning announcements, as they are posted on the web, for stocks in saved portfolios. Yahoo, and I'm sure others, show the next quarter's earnings date, but it would be nice to be alerted.
  2. ability to show the the buy, maybe and sell stock price ranges on page one of SSG next to the current price bar or simply the word: buy - maybe- sell next to the current price on the current price bar

Here is a question: what is the usual time delay for updating the stock central data base with the quarterly earnings reports?

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gerlach  
#2 Posted : Thursday, November 13, 2008 1:04:19 PM(UTC)
gerlach

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Thanks for the suggestions. We have a similar sort of price range display in Stock Analyst on the graph, so we'll see what we can do for TK6.

Companies have 45 days from the end of their quarters, and 90 days from the end of their fiscal years, to file with the SEC. From there, it will take Morningstar's analysts a couple of weeks to review the data and get it into the feed that's sent to us each week. We're working on seeing what we can do to shorten this timeframe, but it's largely dependent on the the company's filing schedule.

Doug
DannyM  
#3 Posted : Thursday, November 13, 2008 1:08:03 PM(UTC)
DannyM

Rank: Advanced Member

Posts: 262

For companies that you own, or want, you can register on most company sites for news releases which will include earning announcemnts. They will be sent directly to you e-mail address.

jgtr  
#4 Posted : Friday, November 14, 2008 4:41:37 AM(UTC)
jgtr

Rank: Advanced Member

Posts: 63

Doug,

Thanks for listening.

I am a former ToolKit user, back to version 3,  who decided to get back in to individual stock investing about a month ago versus purely investing in mutual funds. I purchased version 6 and subscribed to Stock Central and I am extremely pleased with the program and the service. Both are great bargains. I’ve tuned in to the two last webcasts. The concept and the execution was excellent, particularly the session you did on version 6.

I believe that there is another unfulfilled need within the investment analysis realm and that is the qualitative side of the investment decision process. Most of the material on the web has a very short term focus. As a Fidelity client I have access to many of the analyst reports and here again the focus is pretty short term and most of the verbiage is computer generated text based on what a set of numbers “say”. Where do you go to get the longer term view – like:  What are the strategies that drive the company? Are they delivering on the strategies and are they deemed to be effective? What’s happening with market share? What is the long term view for the industry? The computer and the web allow numbers to be readily collected and arrayed, but objective non-quantitative information is tough to find and sort through. It strikes me that his is an area for grow for your company.

Jeff Traeger

ETraub  
#5 Posted : Friday, November 14, 2008 7:48:26 AM(UTC)
ETraub

Rank: Advanced Member

Posts: 82

Jeff,

Welcome back! I think I remember chatting (virtually) with you some time back. I’m glad you’re enjoying being a part of this community again.

I’m not Doug, and I’m sure he’ll want to address your suggestion from the StockCentral perspective.  But I did want to comment on your suggestion.  

First of all, it’s great when anyone is interested enough in improving anything to take the time and effort to put their thoughts down in writing. I wish more of us would do it.

Secondly, I would agree that the information you’re asking for would be interesting and would flesh out and supplement what data this site provides. But… IMO, there are too many folks who already tend to rely upon that type of input to make their decisions and give it more weight than it deserves.

The most important thing in our investment methodology is the track record and what we can deduce from it about the company and its management. No matter what any of us may read about the forward-looking plans (which are usually disclaimed) or the intentions of a management whose track record may be disappointing, we shouldn’t decide to buy sell or hold on the strength of any of those ‘stories.’  

I believe at least 90% of what you need to know is in those numbers. The rest is interesting but not anything that would likely affect a decision I might make—unless, of course, management or the analysts were forecasting disaster. In that case, I would probably look for something else. Or if I owned it, depending upon the source of the ‘stories,’ I might replace it with something less iffy. But, any good news I would take with a grain of salt and just rely on the history of growth and its sustainability as corroborated by the data: Sales and Earnings growth and Profit Margins.

ET

Ellis Traub
alcmueller@earthlink.net  
#6 Posted : Sunday, November 16, 2008 1:11:12 PM(UTC)
alcmueller@earthlink.net

Rank: Newbie

Posts: 3

Doug, Unless I'm doing something wrong, when i click on the SSG update (refresh), the number of insider and institutional holdings doesn't update.  It only appears to include this information when you "Begin a new stock study".  If this is infact the case, then I would suggest that this function be included in the next software update if possible.  It appears that this applies to both Tool Kit 5 and 6.  Thanks and I like the improvements you have made to TK6.

V/R,

Al Mueller

gerlach  
#7 Posted : Tuesday, November 18, 2008 11:31:04 AM(UTC)
gerlach

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You're correct -- it's broken right now. And yes, it never worked in Toolkit 5, either, but no one ever really noticed because BI's data service never had the data for that.

BUT we're getting ready to release version 6.1 and it fixes that issue. The update will be coming in a matter of days, I expect.

Thanks!

Doug
EdC0511  
#8 Posted : Monday, December 15, 2008 9:02:46 AM(UTC)
EdC0511

Rank: Member

Posts: 13

1. Am I the only one who would like to see a place to add a manual cash amount to a portfolio?
2. It would be helpful to me to be able to view my notes from additional forms, sides, than the front of the SSG, especially from the Visual Analysis page.
3. Ditto for the WEB button.

Thanks
Ed Chiampi

jgtr  
#9 Posted : Tuesday, October 20, 2009 5:37:02 AM(UTC)
jgtr

Rank: Advanced Member

Posts: 63

I would like to see TK6 inclue as a preference item the ability to change the way the average P/E is calculated. Currently it is the simple average of the 5 year average high and low. I'd like the ability to use the average of the user selected P/E range. This is turn would provide RV numbers [current and projected] that are relative to the user's view of future not the past.

rmoore  
#10 Posted : Sunday, August 22, 2010 12:52:49 PM(UTC)
rmoore

Rank: Newbie

Posts: 3

Doug,
I would like to see page two changed so there is only one box for PTPM, ROE, and Debt/Equity showing either a "U" or "D" or "E" for up, down, even. It would be nice to use the other box beside it for the industry average. What do you think?
Thanks,
Dick Moore
jgtr  
#11 Posted : Saturday, November 6, 2010 8:19:20 AM(UTC)
jgtr

Rank: Advanced Member

Posts: 63

I'd like to see some simple word processing features added to the notes section, such as the ability to use bold letter and the ability to underline. I use the note section extensively, Every time I add a note I show the date, the current stock price and the bu/hold/sell status as a lead line and then the notes follow. The ability the bold and underlinewould help separate the notes.

DannyM  
#12 Posted : Saturday, November 6, 2010 9:00:10 AM(UTC)
DannyM

Rank: Advanced Member

Posts: 262

Not a word fix Jeff, but you could put a line using dashes or periods between notes. Just a thought.

jgmart99  
#13 Posted : Tuesday, January 11, 2011 8:28:54 AM(UTC)
jgmart99

Rank: Newbie

Posts: 4

Maybe I'm getting too deep in the weeds, but I think a sensitivity analysis would be a nice addition. On the "Audit" page, you already have a "Buy Price" that satisfies a 3:1 U/D and a 15% total return. I would like to be able to input a specified buy price and see the U/D and total return based on that price.

Thanks,
Josh
DannyM  
#14 Posted : Tuesday, January 11, 2011 8:38:04 AM(UTC)
DannyM

Rank: Advanced Member

Posts: 262

If we are on the same page you can do that by typing in whatever price you want in the Current Price data line/box.

jgmart99  
#15 Posted : Tuesday, January 11, 2011 9:06:13 AM(UTC)
jgmart99

Rank: Newbie

Posts: 4

Thanks Danny! You're right, I hadn't thought about "manipulating" the data like that.
nancyb  
#16 Posted : Friday, January 14, 2011 1:29:04 PM(UTC)
nancyb

Rank: Advanced Member

Posts: 53

 Toolkit is the only program that I use that changes the default printer when you choose to print with one other than the default. My default is a laserjet - when I print I often want to use the color printer. When I select it for the job, it becomes the default printer when I exit TK. That is an annoyance for sure. Please consider fixing this bug.

jgtr  
#17 Posted : Wednesday, January 19, 2011 1:09:32 PM(UTC)
jgtr

Rank: Advanced Member

Posts: 63

A few more things on my wish list:

  1. Show the selected growth rate on the flip side of the SSG, possibly in the box with the PEG ratio - on possibly show the ratio components. I find my self flipping back and forth between sides of the SSG when I am "noodling" the analysis and looking at sensitivities in order to determine what grow rate I used. Actually I'd like to be able to change the rate from the flip side, too.
  2. I use the notes section extensively. I start every addition to my notes on a stock with the following: : the date, the current stock price, whether the stock is a buy, hold or sell. In this manner when I go back and review the notes I always have a convext and I can review the progression of numbers as the stock price and circumstances change. It would be neat to have an option [maybe a hot key] where the first line of a new note entrywould extract the info [date, price, etc] from the SSG.
  3. Ability to combine portfolios for reports, as an option. I maintain one set of portfolio that parallel actual account holdings and another that group that are watch lists. Rather than print two or more reports, I'd like the ability to consolidate the reports without consolidating portfolios.

Thanks for listening.

Jeff

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