Update January 26, 2012: I've updated the sheet. Go to the Investing Resources to download the latest sheet.
FINALLY! It's been a couple of months since I wrote. A newborn and a 2-year old definitely takes up a majority of my free time! Today was a bit of a vacation. The family is staying over at my parents' for the weekend and so, I have some time to sit down and do some personal stuff, while there are plenty of people looking after the kids!
I promised, earlier on, to publish my Rule #1 spreadsheet with the auto stock lookup. You can access the spreadsheet HERE. The first thing you need to do is make a copy of the sheet so you can make edits to the sheet. Click on File > Make a Copy, and name the file to your liking. Oh yeah, you'll need a Google account.
How the Sheet Works
The main difference in the sheet lies in the "Stock List" tab. The tab is designed to run the Rule #1 analysis on the symbols that is specified in column A. Here's a simple procedure on how to use the sheet.
- Fill in Columns A and B with the symbols and their respective stock exchange.
- Click on Automation > Run Stocks - Start at Top. This will start the script and the table will be filled with the Big 5 numbers.
If you have a long list of stocks, the Google script may time out and stop in the middle of the list. If that's the case, use Automation > Run Stocks - Continue from List instead. It will continue where you had left off.
In addition to just displaying the Big 5 numbers, I've also added an arbitrary formula that will rate the stock based on the numbers in Column R. It basically gives a higher score if the Big 5 numbers are greater than 10%, a mediocre score if they are between 0 to 10% and a negative score if the numbers are less than 0%. Feel free to change this formula to whatever you want it to be.
Data...a Lot of Data!
When I had started working on this sheet in the summer, one of my readers, Brad, got me a very comprehensive list of US stock symbols. Due to Google's script time out issue, it took me quite a while to go through all 6000+ symbols...but here it is, available to you. It's under the "Copy of Stock List" tab. Keep in mind that the data is from the summer, which may be a little outdated.
Brad also gave me a lot of suggestions to add more fields such as P/E ratios, sticker price, current stock price, etc. I haven't had time to implement much of what he suggested. For now, I would use this sheet as a stock screener. Essentially, it'll give you a list of stocks with a Rule #1 score, and you can filter the stocks based on the score. Take the ones you like and do more research on them.
Let Me Know...
Please send me any feedback that you may have. I'd like to develop the sheet further to help you out! Hopefully, it won't take me another 6 months to release the next version!
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Felix,
ReplyDeleteThanks for working so hard to make this spreadsheet available to everyone. Since I found your blog, you've had me on the edge of my seat waiting for the update.
Unfortunately, you seem to have the spreadsheet locked. I'm getting a message telling me that I don't have permission to look at it.
When you get the opportunity, can you allow me (or the public) permission to download the spreadsheet? I can't wait to see what you've done!
Caleb, hey, thanks for the comment! Have you tried clicking on file > make a copy? That should save a copy of the sheet in you google account where you have full access. Let me know if that works out. Thanks!
ReplyDeleteFelix
Ok, I've had a few more requests from you guys...and so I checked the permissions again and it was indeed set as private! Duh...Sorry, my apologies. Please try again!
ReplyDeleteOk, now I can get to the spreadsheet, but I can't find where to find the automation tab. Is the automation a Google Gadget?
ReplyDeleteCaleb, the "Automation" menu is right up at the top, to the right of "File", "Edit", "View", "Insert"...let me know if it's not there! Good luck!
ReplyDeleteIt's not there for me.
ReplyDeleteBy the way, this spreadsheet is very nicely done. I'm going to be spending a lot of time playing with it.
Caleb, ok, I understand what the problem is. When you make a copy of the spreadsheet, it doesn't copy the scripts over. You can try using my sheet and run the script there. If you want to import the script to your own version, do this:
ReplyDeleteOn the original sheet, click on "Tools" > "Script Editor". You'll see a whole bunch of code. Copy all of the code. Then go to your own sheet and click on Tools > Script Editor. Paste the code into there. Save the spreadsheet and restart again. That should do it.
Hi Felix, I'm having the same issue. I don't see "Automation" on the menu. You suggest to run the script from your original file but you locked it and I can't do anything there. Much appreciated!
DeleteFelix - Congrats on the birth of your newborn. That explains the hiatus. Do you know about www.stock2own.com? This site actually computes updated big 5 numbers, sticker price, and MOS for you. I know this probably takes out all of the fun of somewhat doing it yourself, but you save a lot of time. Thanks again for your contributions!
ReplyDeleteHi Sean, thanks for the comment! The stock2own site looks pretty slick. I like it! I think either this site or my spreadsheet will do the job in analyzing for Rule #1 stocks. Really a matter of preference. My sheet does do the automatic stock lookup once you've input a list of symbols. So, it's a quick way to glance at multiple companies in one go. Cheers!
ReplyDeleteFelix,
ReplyDeleteFirst, thanks for what you provide here. I found you searching for a Rule #1 spreadsheet and got more than I expected.
I'm actually a Lutheran pastor and so I appreciate your balance between faith and wealth.
I've been investing for 20+ years and I'm only 37, but only mutual funds.
I've now read Phil Town and Jim Cramer and am interested in stocks (especially for my kids).
One question for you...do you actually find stocks 50% of sticker price?
Thanks and Blessed Christmas, Ben.
Hi Ben,
ReplyDeleteMerry Christmas to you and your family! It's really awesome that I have Protestant brethren as readers as well... It's a great start for interdenominational dialog! :)
To answer your question, yes, but it's not frequent that you find good stocks at half price. All of the stocks that I've owned in the past few years have been bought at 50% off, such as GOOG, TRLG, SYNA... (and FSLR as well, but the business fundamentals changed quite a bit on that one and I've done very poorly on that stock). They have now gone up since then, but they were all half off at some point.
The key is to keep an eye on your picks when the entire market tanks and your stock tanks along with it. Chances are, the price will be close to, if not below, 50% off sticker price.
Have you got any picks?
Felix
Felix,
ReplyDeleteGoogle Docs fails to download the file, any chance you can post the .xls?
Thanks!
Hi Anonymous! I can't even export the .xls file now. It appears it's due to the amount of data on the sheet. I've worked on the sheet a little more and here's what I got in Excel format. Check it out.
ReplyDeletehttp://goo.gl/noJWA
Felix,
ReplyDeleteI love your spreadsheet, it's a great starting point for investing. But it seems to have stopped working. Do you know what's happened to the data look-up
Hi Caleb, I noticed that too. It's because MSN Money has changed the way they present some of their numbers. I am working on it and will have a fix soon. Thanks for your comment!
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DeleteHi Felix,
ReplyDeleteNew Rule #1 investor here and really like the idea of your spreadsheet. I've tried both the google and excel versions with no luck. Any chance you are going to update these soon?
I'm surprise there are not more of these out on the web. I'd be willing to pay for a spreadsheet like this as it would make it much simpler to track and monitor my target companies vs doing it the long hard way.
Hi SWR, just published the latest and greatest...check it out!
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