Thursday, January 26, 2012

Rule #1 Analysis Spreadsheet: Minor Update to Accommodate Changes to MSN Money

Update October 7, 2014: Spreadsheet has been updated.  See http://goo.gl/KEm3ar

 Update July 30, 2014: - New version 1.4.1 has been released.  See post: http://goo.gl/2gedCi

 Update June 21, 2012: - I have added a locked version of the spreadsheet (see above).  This one should not have any data corruption issues.  You would need to click on File > Make a Copy in order to be able to edit it, however.

 Update June 20, 2012: - I've uploaded a fresh version of the Google Spreadsheet.  Hopefully, this will eliminate the issues that we've been experiencing with Sales and ROIC numbers going missing!


Hello Folks!  MSN Money recently changed the way it displays some of the data that my Rule #1 Spreadsheet uses.  As a result, everything has stopped working.  Not to worry, I have rectified all of the problems that I was aware of and now, I present to your version 1.3: http://goo.gl/5kscR and a locked version http://goo.gl/TY5iA (which should not have any data corruption problems the other has had)!  Have fun with it!

You'll also find that I've added some more columns to the "Stock List" tab which hopefully will give you some more firepower in evaluating your stocks.  A "Noteworthy" tab has also been added to list out some of the stock symbols that have fairly good Rule #1 numbers.  Beware that some may just show up as good in this screen, but may actually be not-so-good stocks.

Please let me know if there are any bugs, etc!  Cheers!

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44 comments:

  1. Minority InvestmentFebruary 4, 2012 at 2:27 AM

    I appreciate you. This is interesting information provided in this post. Go to the link below to know something about Minority Investment.

    http://lemoncapital.co.uk

    ReplyDelete
  2. Mom of AOCGFebruary 10, 2012 at 8:56 AM

    Hello, I'm worried I edited your file? It works for a few stock looks (and by the way, I appreciate your spreadsheet very much!), but then seems not to work and then when I went to download it again it said, "Last saved 3 minutes ago by" and then my name. Please forgive me if I screwed up something. I want to assure you that I just put in the stock ticker symbol.

    Thanks for your time into this spreadsheet! We enjoy it! :)

    ReplyDelete
    Replies
    1. Felix WongFebruary 10, 2012 at 9:10 AM

      Hey Mom, thanks for your comment. Not to worry, I have an original copy of the sheet. As soon as I get to a PC (I'm on a train now!), I'll take a look. Cheers!

      Delete
  3. Mom of AOCGFebruary 10, 2012 at 9:41 AM

    I see that the last changes were made by Felix now. :) WHEW! Now, how do I download and use it myself? Without screwing up your document again! :-0

    ReplyDelete
    Replies
    1. Felix WongFebruary 10, 2012 at 12:47 PM

      Hey Mom, the repairs are complete!

      To make a copy of the doc, you can click on File > Make a Copy. That should do it. Let me know if you encounter any problems.

      Delete
    2. Mom of AOCGFebruary 23, 2012 at 4:59 PM

      It's "Mom" again! ;-) Wondering if you could make it that you are the only one who makes changes because I think someone did what I did. "Brad" had made the last edits when I just looked at it. And I looked at one stock yesterday and it had an entry price of $82 and now it's $.92. WHOA! :-0 I really appreciate all of your work! Peace be with you!

      Delete
    3. Felix WongFebruary 23, 2012 at 5:28 PM

      Hey Mom, I had it locked down before, but some had problems with it...don't recall what. What I suggest is for you to make a copy of the spreadsheet for yourself. Click on File > Make a Copy. Then, you will have that copy all to yourself!

      I just checked the sheet...seems to be ok to go now.

      Delete
  4. UnknownFebruary 28, 2012 at 8:16 PM

    Hi Felix,

    First I wanted to thank you for doing a great job at educating us the novice investors :) ... nice work!

    I wanted to ask you of you have another link where I can download the new spreadsheet from, that includes macros ....whatever I do the copy from Google docs doesn't include the macros and I cannot run the file offline.

    Thanks,

    Tom

    ReplyDelete
    Replies
    1. Felix WongFebruary 29, 2012 at 9:29 AM

      Tom, send me an email (find it on the About Me) page and let me know what your gmail address is. I will share a copy with the macros with you so only you can access that page. Thanks.

      Felix

      Delete
    2. mocheSeptember 12, 2012 at 11:37 PM

      Hi Felix, Thank you very much for your effort and really enjoy it. I would like to have a copy of the speedsheet so that I can run it offline. I tried to locate your email. However your email on your About Me is unreadable. Please advise.

      Delete
    3. Felix WongSeptember 12, 2012 at 11:47 PM

      Hi Moche,

      You can access it here: http://goo.gl/TY5iA

      File > Make a Copy...should work. Good Luck!

      Felix

      Delete
  5. WoodyFebruary 28, 2012 at 8:37 PM

    I really enjoyed using the spreadsheet before. But for some reason I can't seem to get it to work properly now.

    What am I doing wrong?

    Thanks,

    Woody

    ReplyDelete
    Replies
    1. Felix WongFebruary 29, 2012 at 10:20 AM

      Hey Woody, the sheet should be good to go. If you want your own private sheet, email me your email address (find my email in About Me link), and I can share you one. Thanks.
      Felix

      Delete
  6. dddkthMarch 15, 2012 at 3:03 PM

    I really have to say that for someone who is doing this to serve others
    I think its just great. Morningstar has the roic numbers for 9 years have
    you saw that boy that would relly make the spreadsheet rock

    ReplyDelete
  7. dddkthMarch 16, 2012 at 12:33 PM

    I also realized while using your very helpful spreadsheet, that its rendering 1 billion as 1.0 so that if 904.32 Mil came before 1.02b it puts in as a negative number on the stock profile and throws off the calculations

    ReplyDelete
    Replies
    1. Felix WongMarch 16, 2012 at 2:32 PM

      Hi dddkth, thanks for the comment. I've updated the sheet to fix that. Thanks.

      Felix

      Delete
  8. AnonymousMarch 21, 2012 at 11:00 AM

    Sales growth Rate and Free Cash Flow Growth seem to be suspect maybe someone messed up the formulas on the template

    ReplyDelete
    Replies
    1. Felix WongMarch 21, 2012 at 1:14 PM

      Hello. Thanks for the comment. I checked and some of the cells associated with the sales growth rate were indeed corrupted. I've corrected that. The FCF growth formula seems to be ok. Do note that the FCF 5-year growth is actually 4 years because the data only extends 4 years back. Cheers!

      Delete
  9. dddkthMarch 23, 2012 at 1:48 PM

    Hello. I think the spreadsheet is still corrupted it is only showing bv, fcf no sales data is coming through at all. not sure what is happening

    ReplyDelete
  10. AnonymousMarch 31, 2012 at 10:02 PM

    The spreadsheet looks like a great tool, but it does not work. Running the automation always yields an error "Cannot call method "getRange" of null (line 14)".

    ReplyDelete
    Replies
    1. Felix WongApril 2, 2012 at 3:29 PM

      Hi, did a major repair and things should be working (for now). The best thing to do is to make a copy for yourself. Click on File > Make a Copy. Cheers.

      Delete
  11. iloveangelsMay 14, 2012 at 10:17 AM

    This is wonderful Felix!

    I am a programmer and am thinking of creating a windows application that does a similar thing. I would like to give it to you if I create it. I have been searching for free webservices to give me historical data that will help me determine what Phil Town writes about in his books.
    PBT = Pay Back Time book
    R1 = Rule 1 book
    Page of each is followed by a colon in my notes below

    1) ROIC: Return on Invested Capital > Percentage a company makes each year on the amount it has to invest (PBT: 68)
    INV Returns
    Current | 5-year average

    2) Sales Growth Rate: (R1: 70)
    10-year growth rate

    3) Earnings Growth Rate (EPS): (R1: 71)(PBT: 95)
    10-year growth rate

    4) Equity Growth Rate (BKPS: Book Value Per Share) (R1 72, 73, 74) (PBT 70)
    10-year growth rate

    5) Cash Growth Rate (R1 74, 75)(PBT: 76)
    10-year growth rate

    6) Debt (PBT 78, 79)
    1.20

    Sticker Price (R1 147, 150, 154) (PBT 95. 109)
    A. Current EPS

    B. Estimated (future) EPS growth rate (Past Equity Growth Rate: R1 150)
    Past Equity Growth Rate | Analyst's Prediction | Lower of the two:

    C. Estimated (future) PE (PBT 96)

    Then I can get RESULTING STICKER PRICE

    Do you use such webservices in your excel program.

    Thanks for any references and/ or advice you can give me!
    :) Anne

    ReplyDelete
    Replies
    1. Felix WongMay 15, 2012 at 12:47 PM

      Hi Anne, I believe everything you need is in the Google spreadsheet. Go here: http://goo.gl/4bmU1 and click on "File" > "Make a Copy" (you'll need to have logged onto your Google account). This will make a copy of the spreadsheet in your own account. From there, you can view the hidden sheets by clicking "View" > "Hidden Sheets". There, you will find all the reference pages from MSN Money that I use to gather the data. Hope this helps. Let me know if you run into any problems.

      Felix

      Delete
  12. Jothiram SelvamJune 9, 2012 at 1:14 PM

    Hi Felix,

    Thanks for the excel sheet. By any chance, do you have any plans to support India in the exchange. It would be very helpful for me.

    Thanks
    Joe

    ReplyDelete
    Replies
    1. Felix WongJune 9, 2012 at 6:22 PM

      Hi Joe, Unfortunately, the data comes from MSN Money and they don't have any Indian Stock Exchange data yet. So, it's not possible yet to support Indian stocks yet. Cheers,

      Felix

      Delete
    2. Jothiram SelvamJune 10, 2012 at 4:45 PM

      Hi Felix,

      Thanks for the quick reply.

      For some reason, the MSN Bank Bazar http://msn.bankbazaar.com/ - is the website that supports Indian Stock Exchange data. If that works, would that be possible to work with your excel sheet.

      Thanks
      Joe

      Delete
    3. Felix WongJune 11, 2012 at 2:34 PM

      Hi Joe,

      I checked out Bank Bazaar. It actually looks much different from MSN Money and does not have the 10-year data that is required. At this point, I would not be able to make the Rule #1 sheet work with this data. If you find another website which has 10-year data, please let me know and I can see if it can be incorporated. Thanks.

      Felix

      Delete
  13. AnonymousJune 18, 2012 at 3:14 PM

    I think the spreadsheet V .3 has a bug? It doesn't give any ROIC for any information I put in.

    ReplyDelete
    Replies
    1. Felix WongJune 18, 2012 at 3:23 PM

      Hi, thanks for the heads up. The sheet is somehow corrupted...after some passage of time, some of the cells would be deleted. It's been fixed now, but the best thing is for you to save a copy asap, while it still works!

      Felix

      Delete
  14. KenJune 20, 2012 at 1:29 PM

    Hi Felix,
    thanks for the sheet, I have saved a copy. It looks like some of the ROIC cells aren't working out. the copy I saved is doing the same. Can you helo fix this?

    thanks again for the sheet, it looks like this will help me get started with rule#1 very easily!

    ReplyDelete
    Replies
    1. Felix WongJune 20, 2012 at 10:12 PM

      Hi Ken,

      I've uploaded a fresh version of the spreadsheet. Try the new link above. It should stay working now! Thanks.

      Felix

      Delete
  15. KenJune 21, 2012 at 10:49 PM

    Hey Felix,
    For some reason the first two columns (ROIC and another) are angry!

    thanks again!

    ReplyDelete
    Replies
    1. Felix WongJune 21, 2012 at 11:28 PM

      This is very frustrating!! It's fixed for now...I have this original copy which I keep to myself and the data NEVER gets corrupted. Once I create a copy and allow public access (even with the tabs locked down), it starts acting up. Arg...I will create yet another copy for you guys, but keep it locked. You would need to do a "File" > "Make A Copy" and create a copy for yourself from that one...watch for an update to this post.

      Delete
  16. DanielJuly 15, 2012 at 3:07 PM

    Hey Felix,

    After a few searches using the google docs (Make a Copy version) spreadsheet, it seems like it breaks and keeps coming up with "Invalid Data" or "#N/A", even on stocks I had previously looked at to see the full results. Is this just the spreadsheet being overused, or possibly because I am on a macbook?

    Also, have you thought about adding tabs for the MA, MACD, Stochastic charts for the stocks we are researching? With options to change the numbers as per the book? Seems like you're trying to have everything in one place.

    Thanks!

    ReplyDelete
    Replies
    1. Felix WongJuly 23, 2012 at 1:23 PM

      Hi Daniel, make sure you are making a copy of the locked version of the sheet (http://goo.gl/TY5iA). The unlocked version has something corrupted due to overuse and I would not recommend using that version.

      I would probably not re-invent the wheel with MA, MACD, Stochastic charts...but I may investigate into porting that from, say Google/Yahoo Finance...seems like a good idea. Thanks!

      Felix

      Delete
  17. Jeremy the writerJanuary 15, 2013 at 5:30 AM

    Hi! I just wanted to tell that you definitely succeeded in organizing a very nice looking site. Also I would like to know one thing. Do you run in some competitions that involve online blogs?

    ReplyDelete
    Replies
    1. Felix WongJanuary 15, 2013 at 12:22 PM

      Hi Jeremy, thanks for the comment. No, I've never participated in any competitions and was never aware of any.

      Delete
  18. corystempFebruary 1, 2013 at 2:40 PM

    I just read phil towns book on Rule #1 investing and I am really interested now. This looks like a great tool. However. Even when I copy the locked file I still seem to get a lot of "invalid data" coming up. Is there anythign I can do to fix this? Thank you so much for taking the time to make this. ITS AWESOME!!

    ReplyDelete
    Replies
    1. Felix WongFebruary 1, 2013 at 3:27 PM

      Hey corystemp, thanks for the comment. I just checked the sheet and it was good. One of the reasons that you have invalid data is that the stock may not have 10 years of data. One good test to use is to use AAPL as the stock. The stock has 10 years worth of data and everything should work properly. If you get a good result, then you know the problem is not with the spreadsheet, but with data of the stock. Give it a try and let me know. Good luck!

      Delete
    2. corystempFebruary 1, 2013 at 3:32 PM

      I put in AAPL and it shows invalid data on the a year average for sales growth.

      Delete
    3. Felix WongFebruary 1, 2013 at 3:40 PM

      Ok, go to the locked sheet again, now. It's good to go.

      Delete
  19. corystempFebruary 1, 2013 at 3:43 PM

    great thanks!

    ReplyDelete
  20. HTHMarch 1, 2013 at 11:13 AM

    Hey Felix, just got this site through random searching, it looks wonderful! I've been doing the rule one manually using spread sheet, but yours is automated and may save a tons of time and trouble. Will try it out this weekend!

    ReplyDelete
    Replies
    1. Felix WongMarch 1, 2013 at 2:05 PM

      Hi HTH, happy my spreadsheet is of use to you! let me know how it goes!

      Delete

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