It would be an invaluable service to be able to see historical or even average valuation ratios (e.g. 5 year average) for Price to Graham Value and other metrics that are already provided on the site.
Still the best stock researching tool I've found over everything else. yeah its got lots of things I want to see in the future, but still, probs to how comprehensive and accurate the info is.
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.
Need to exclude fix the valuation of financial companies, specifically insurers, to exclude investments from excess cash
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.
In this case you are subsequently rating this company an A across the board which is not the case from a value perspective.
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.
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.
Customer support service by UserEcho