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NCJayhawk  
#1 Posted : Sunday, February 15, 2009 12:50:20 PM(UTC)
NCJayhawk

Rank: Member

Posts: 19

Does anyone follow United Technologies (UTX)? I'm confused between the quality rating for UTX in the Roster of Quality Companies that downloads weekly to TK6 and the result you get from Take Stock. In the roster, UTX has a rating of 5.8. In Take Stock the quality rating is 2.6. Obviously these are not using the same criteria, but I don't know what the main differences are. I guess I thought that since both originate from Stock Central, they should be similar if not the same. I also checked Manifest Investing, where UTX is Blue (highest color level, meaning excellent) with a 68.9 total.

Thanks for any assistance.

Keith Hoile

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gerlach  
#2 Posted : Monday, February 16, 2009 12:03:17 PM(UTC)
gerlach

Rank: Administration

Posts: 437

Thanks: 7 times
Was thanked: 14 time(s) in 10 post(s)

What is the Last Update Date (it's next to the Portfolio Holdings header when you look at the Roster in TK6)? It should say 2/13 or 2/6 or something pretty recent. If not, you need to update the Roster from the File menu. It should update automatically, but if it hasn't, you could be looking at old data.

If that's not it, I think you looked at the company at exactly the wrong time in both places. The way that our data creation process works, we update the *.SSG datafiles first and then update the Roster, the Take Stock database, and the screener database. The data update takes 4 to 6 hours (and does not necessarily update companies alphabetically). So based on when you sent the message, I think you may have loaded the company after the weekly datafile update process happened but before the new Roster was ready to be delivered to TK6. When I look at the Roster in TK6 now, it does not include UTX, and the Quality Index when you load the company is 2.6 as it is in Take Stock.

We do have some improvements in the works that will actually make this less of a problem in the future.

Thanks.

Doug

NCJayhawk  
#3 Posted : Monday, February 16, 2009 2:53:18 PM(UTC)
NCJayhawk

Rank: Member

Posts: 19

Thanks, Doug. It must have been timing. As you said, UTX is no longer on the Roster of Quality Companies. I assume the increase in LT debt as a percent of capital is the primary reason, since it jumped from 27% to 37% y/y at yearend 2008 v. 2007. I recall a rule of thumb that anything over 33% is cause to look closer at the reasons. Anything else?

Kind regards,

Keith Hoile

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