+1
Under review

Show also top 10 Unfiltered universes or let us have the option of clicking on filter/unfiltered etc.

Brian Yu 12 months ago • updated by OSV Support 4 months ago 4

I really like the OTC stocks cause they are actually great buys a lot of times. Just very illiquid. But im after a high CAGR and the unfiltered universe does just that very nicely. 

+1

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

Jay 1 year ago • updated by OSV Support 1 year ago 2
+1

2018 OSV Active Value Portfolio

Jeff Partlow 1 year ago • updated by OSV Support 1 year 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 1 year ago • updated by OSV Support 1 year 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

OSV Support 1 year ago • updated 1 year 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

OSV Support 1 year ago • updated 1 year 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 2 years ago • updated by OSV Support 1 year 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 2 years ago • updated by Jeff Partlow 1 year 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

WAAC Chart (Weighted Average Cost of Capital).

Richard 2 years ago 0

I have been doing a course on Valuation by McKinsey (Great book).  The core concept is that Value is created by the spread between ROIC and WACC.  If a company's ROIC is higher than its WACC then the company creates value.  If its WACC is higher than its ROIC it is destroying value.


Growth, is an accelerate.  If the spread is positive. Growth creates value very quickly.  If the spread is negative, value is destroyed much more quickly.


It would be useful to have a WACC for the stocks.

+1

Dividend Stock related numbers

James H 2 years ago • updated by Jeff Partlow 2 years 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.

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