Cash Flow from Operations to Interest Expense...to Current Liabilities...to long term debt; FCF to similar debt service ratios, EBITDA to Interest
I currently use OSV to under that the ability of the company to service it's debt obligations. Accordingly, it was provided in your articles what would be the best metrics. However, it is not featured in the OSV app or in the excel.
So the new system is working out quite well. I have found several excellent investment ideas that I have taken action on. I use it in conjunction with the trusty OSV spreadsheets which I have become totally dependent on for making really good decisions.
I have learned from experience that it is best not to rely solely on screening selections. Once you learn how to use original OSV spreadsheets and learned how to interpret financial statements its pretty easy to sort the good companies from the weak or iffy candidates.
I tend to stick with best of breed. I don't like to risk money on flyers and would rather make a lesser profit, but not have to worry about my capital evaporating because they are invested in shaky companies.
In the web app, please consider adding functionality for downloading tables as csv for excel, etc...
It would be nice to be able to download web tables displayed for local manipulation in spreadsheet
idea is to create an empty slate for people who want to create and keep their own valuation models.
This will eliminate your need to update formulas when I make changes to the spreadsheet.
How can we find the top 20+ companies by Action Score?
The Home page only shows the top 10 or 12. In the webinar, you talked about buying the top 20 and rebalancing at the end of the year.
Also, if a company has a very high stock price in relation to it's intrinsic value, how can it score so high on the Value Score? You can look at Cal-Maine Foods, Inc. as an example.
Hey Jae! OSV Online is so great. After playing around, and seeing the link for ideas I thought I'd chime in.
What if there was the ability for a user to create his own custom action score? It would use the Q,V,G metrics, but we could use sliders to create our own blend of weightings of each metric to come up with our own action score....am I making sense? That way we could tweak our search for market conditions or find something more suitable to balance a portfolio that may already be heavy in one direction or another.
Suggestion: Starting at beginning of 2018 in the 'Portfolio' tab, show a listing of the 20 stock 2018 OSV Action Score Portfolio and continuously track its performance against a stock market benchmark (such as the Russell 3000 stocks).
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