+1

Can you please add the ability to search for ex-dividend dates?

Jay 5 months ago • updated by Jae Jun 5 months ago 2
+1

2018 OSV Active Value Portfolio

Jeff Partlow 5 months ago • updated by Jae Jun 5 months ago 3

Thank you for posting your '2018 OSV Active Value Portfolio'.  Will you be listing all 20 stocks and updating year-to-date performance daily?  Will this Portfolio Tracker be viewed in the 'Portfolio' area of OSV?  When do you think this will be available to view?  Thank you.

+1
Fixed

Need to exclude fix the valuation of financial companies, specifically insurers, to exclude investments from excess cash

Huw Edwards 6 months ago • updated by Jae Jun 5 months ago 5

Hi,

I think you need to fix the valuation of financial companies, specifically insurers. You are currently counting long term investments as 'Excess Cash' in your DCF and multiples valuation; this is dramatically and dangerously overstating the companies value. 

e.g. IPCC. 

In this case you are subsequently rating this company an A across the board which is not the case from a value perspective.

================

Jae's response.


I do know what you mean but because the data is standardized, there is a limitation to valuations. It's something we have known about from the beginning. It's also one of the reasons why we do not market ourselves as an industry specific valuation tool or financial industry valuation service  because of the difference in financial statements and data. Too
much data is rolled up for bank and insurance stocks and unfortunately we are not able to split it up.


Same could also be said for oil and gas industry stocks where we are unable to value the reserves for the best and true cash flows.


+1

Highlighting of line

Jae Jun 7 months ago • updated 4 months ago 1

It would highly beneficial if I could highlight a line , for example , Divi Paid Per Share and a window would pop up at the end showing me CAGR for those numbers. Just a thought to make your platform even better.

+1
Under review

Setup Alerts

Jae Jun 8 months ago • updated 8 months ago 1

From Jason Fernando: Is there any way that I can set up OSV so that it alerts me (email or SMS) whenever a new companies lands on one of my screeners? It would also be useful for it to alert me when a company currently on the screener ceases to be on it.

+1
Completed

Biggest action score climbers?

Tobias 9 months ago • updated by Jae Jun 7 months ago 3

I was wondering if it would be interesting to see the biggest action score climbers of the day or week or so. I would limit it to A and B graded stocks to keep the list relevant. I am not exactly sure if this would create any extra value, but I was thinking the biggest climbers would be stocks to watch and maybe start looking into. I would also think that typical value trap stocks would not show up on such a list, but I could be wrong on this.


Just a thought I had. Maybe you could run a small test screen and see what came up and let us know what you see?


Anyone else think this is a good idea?

+1
Completed

Add Some Momentum Variables to the Screener

Jeff Partlow 10 months ago • updated by Jeff Partlow 7 months ago 6

I greatly appreciate how the Quality, Value, and Growth related variables combine to determine the OSV Action Score.  I also appreciate the large number of variables available in the OSV Screener so us users can develop our own custom screens.  However, I have found no Price Performance (aka Price Momentum) variables now available in the OSV Screener.


Many highly regarded studies have concluded that Momentum is also an important consideration in stock picking.  Here are the ones available on my broker's (Schwab's) online Screener:

Price Performance:

Price Change

  • Year To Date
  • Last 5 Days
  • Last Month
  • Last 3 Months
  • Last 6 Months
  • Last 12 Month

Performance vs. S&P 500

  • Year To Date
  • Last Month
  • Last 3 Months
  • Last 6 Months
  • Last 12 Months

Performance vs. Industry

  • Year To Date
  • Last Month
  • Last 3 Months
  • Last 6 Months
  • Last 12 Months

Total Return

  • 1 Year
  • 3 Year
  • 5 Year
  • Percentage Below 52 Week High
  • Percentage Above 52 Week Low
  • Beta

I certainly don't expect you to include all these variables, but adding a few of them would be an important addition to the OSV Screener. 


Thank you for your consideration.      

+1

Dividend Stock related numbers

James H 11 months ago • updated by Jeff Partlow 11 months ago 2

I'd love to have (Free Cash Flow / Dividends Paid) in the key ratios section. Maybe dividends are pretty unpopular with the user base here, but this is an important ratio for those of us that look at dividend stocks. It's easy enough to calculate from the financials but it would be a nice time saver.

---------

[EDIT] Please post your 2 must have calculations to analyze dividend stocks.

+1
Completed

Ability to screen based on median P/E from key ratios

Vishnu 1 year ago • updated by Jae Jun 5 months ago 5

The 5yr min, 5yr max, and median numbers are already available when you click into Key Stats for a given company. However, if we could add this into the Statistic List of the Edit Screener mode, it'd be great to export and sort companies with current P/E < 5yr median P/E. Seems like a rather feature to implement but could be immensely useful. 

+1
Thanks

No suggestion at this time. Just want to compliment you on very impressive upgrades!

hedgemanager 1 year ago • updated by Jae Jun 1 year ago 1