Browsing Category: "Stock Tools"

Potential Micro Cap Wide Moat Companies - Rule #1 Big Five

Sep.14, 2006 in Research Tools, Stock Research, Stock Tools 1 Comment

Yesterday, I listed small cap companies that might have wide moats according to the Big Five Numbers detailed in Phil Town’s Rule #1 book. Today, I’m going to look at the micro cap stocks with market capitalizations less than $500 million that could potentially have wide moats according to the Big Five Numbers.

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Potential Small Cap Wide Moat Companies - Rule #1 Big Five

Sep.13, 2006 in Research Tools, Stock Research, Stock Tools 2 Comments

Yesterday, I listed mid cap companies that might have wide moats according to the Big Five Numbers detailed in Phil Town’s Rule #1 book. Today, I’m going to look at the small cap stocks with market capitalizations between $2 billion and $500 million that could potentially have wide moats according to the Big Five Numbers.
Some of the small [...]

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Potential Mid Cap Wide Moat Companies - Rule #1 Big Five

Sep.12, 2006 in Research Tools, Stock Research, Stock Tools 1 Comment

Yesterday, I listed large cap companies that might have wide moats according to the Big 5 Numbers detailed in Phil Town’s Rule #1. Today, I’m going to look at the mid cap stocks with market capitalizations between $10 billion and $2 billion that could have potential wide moats according to the Big Five Numbers.
Wide moat [...]

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Potential Large Cap Wide Moat Companies - Rule #1 Big Five

Sep.12, 2006 in Research Tools, Stock Research 4 Comments

I recently received an email from one of my readers asking for the list of stocks I produced when I tried to replicate Phil Town’s Rule #1 Big 5 Numbers back in May using a screen I built on Portfolio123.  The Big Five Numbers are criteria Phil Town developed to help identify companies that have wide moats.  Phil Town looks at five [...]

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Updated Excel Stock Market Functions Add-In

Aug.25, 2006 in Research Tools, Stock Tools, Valuation Tools 6 Comments

There is a new update out for the Excel Stock Market Functions Add-In over at the smf_addin Yahoo Group. This latest release is version 1.3d. According to the change log, the following updates were made:

Added sector and industry names/numbers from Yahoo
Fixed a number of elements from Zacks due to web page changes
Added a number of elements [...]

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Fat Pitch Finder Spreadsheet

Jul.31, 2006 in Research Tools, Stock Tools, Valuation Tools 31 Comments

I put together a spreadsheet to help me to track a list of wide moat companies that I’m interested in investing in for the long term. The spreadsheet automatically gathers financial info for the past 10 years from various websites. Feel free to download this beta version of my spreadsheet called Fat Pitch Finder 0.1.
You need to [...]

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Magic Formula Performance to Date

Jul.25, 2006 in Joel Greenblatt, Research Tools, Stock Research, Stock Tools 50 Comments

One of the readers here at Fat Pitch Financials revisited one of my original posts on Joel Greenblatt’s Magic Formula.  The Magic Formula is detailed in Greenblatt’s latest book, The Little Book That Beats the Market and daily updates of the stocks selected by the Magic Formula can be obtained from MagicFormulainvesting.com. 
RG crunched some performance numbers on the stocks I obtained [...]

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Excel Financial Data Add-In

Jun.30, 2006 in Research Tools, Stock Tools 17 Comments

Ever since Microsoft (MSFT) added the ability to import external data using a web query to Excel, I have been interested in importing financial data into my spreadsheets. I am always looking for ways to leverage my technical skills to improve my investment research. When I recently came across a discussion on some [...]

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New Search Features on SEC EDGAR

Jun.07, 2006 in Research Tools, Stock Tools 3 Comments

I just discovered some changes on the search page for the SEC EDGAR database. First, I noticed that there is a new link for effectiveness notices. The second and more exciting change is a link to a beta version of a full text search of SEC filings!
The new full text search page is [...]

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Tracking Insider Trading

Jun.05, 2006 in Research Tools, Stock Research, Stock Tools 2 Comments

On the ADVFN message boards, I received a question regarding insider trading in a few stocks on the Magic Formula Investing list. After thinking about the question for a while, I realized I did not have a good answer.
I usually take a quick look at insider trading activity when I’m interested in a stock, [...]

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