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ModernGraham

Value Investing Research Since 2006

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Wednesday, September 20, 2017

Subscriber Content

 

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27 Responses “Subscriber Content”

  1. warren anderson
    April 13, 2014 at 11:39 am

    I do enjoy reading your data, it is very helpful. I do wish you would include dividend yields to help me sort quicker. It appears you have a new web site looking forward to when the bugs are worked out and it easier to log into subscriber section. Keep up the good work.

    • April 28, 2014 at 6:38 pm

      Warren, I hope you noticed I added the dividend yield information for you!

  2. ambrish reshamwala
    April 15, 2014 at 9:13 am

    It is difficult to navigate your website. It is too slow.

    I have a question. Is your data base searchable? Can I find a company profile and your evaluation just by entering a ticker and clicking ‘Go”.

    • April 15, 2014 at 11:02 am

      Ambrish, I think I was able to make some changes today that will speed up the site.

      You may search for a company by entering the company name or ticker in the upper right hand corner in the box labeled “Search our archives.”

  3. wolfgang mann
    April 27, 2014 at 11:20 am

    I signed up because I value your research… and updates.
    and then…
    It will probably never be possible to grade the management of a company or it’s board.
    so that the rest of us knows how qualified they are…
    Very little information is available to the private investor on that…
    when you hear Mr. Buffet talk about how he likes the Board and Management of
    a company…
    Does he have Inside Information !

    • April 28, 2014 at 6:55 pm

      Wolfgang,

      Buffett’s access to management is one of his key qualities that is hard to match. However, the “little guy” has the ability to invest in much smaller amounts and avoid moving the market just by affecting the volume of a stock on a given day.

    • Laurence Smith
      February 17, 2016 at 7:40 pm

      Am inclined to the view that the longer term record of results (not share price) is the best metric of management quality. It answers questions like … has the management been tested in a downturn … does management innovate … can management grow the business consistently … has management “cooked the books”.
      Of course the best management in an industry with poor prospects is less likely to shine … but would you want to be invested there anyway.

  4. David Stephens
    May 6, 2014 at 8:55 am

    Would it be possible to get the reports in excel format?

    • May 6, 2014 at 9:04 am

      David, this is something I’m working on and hope to offer in the very near future.

  5. ambrish reshamwala
    July 7, 2014 at 10:12 am

    Two things:
    1. ‘Remember Log-in” seems not working.
    2. How does EV/EBTDA relate to PE( ) ?

  6. Al
    July 20, 2014 at 10:43 pm

    I would love to see your valuation of UVV. Even though it is below your Market Cap for your screens, it seems to rate highly on other Graham rankings.

  7. Jeffrey Altomari
    September 2, 2014 at 3:18 pm

    Benjamin,
    I have a question regarding some of the names in your Sept 2014 report. In the “overvalued” section names like BAC, and C are in there. However if the Graham number cannot be calculated, would their valuations assumed to be “overvalued”? I see a number of deep value PMs saying they like names like BAC and C. Thank you

  8. James Huddle
    December 18, 2014 at 7:21 pm

    How can I get a printout of the analysis without all the useless advertisements ?

  9. Bo Adams
    February 4, 2015 at 2:50 am

    Please report on BBEP and WMC, thanks in advance, greetings drom Belgium

  10. Del Kentner
    March 28, 2015 at 7:31 am

    Some of these valuations give me pause as there are screaming values available. Thinking of DE, TSN, DFS and some others. What am I missing?

  11. Inder Cheema
    June 3, 2015 at 8:29 am

    I am a subscriber, and would like to retrieve two of your recent reports : Evaluation of the Banking Industry, and Evaluation of the Oil Industry. How can I do this ?

  12. William Dean
    June 9, 2015 at 8:20 pm

    I love the newsletter premium subscription – if possible, would love to see your thoughts on BX (Blackstone)

  13. Hank
    July 26, 2015 at 12:51 pm

    I would like to know how frequently you update each company you evaluate. I see company reports that are over a year old.

    • August 5, 2015 at 1:56 pm

      Hank,

      Companies rated as suitable for either the Defensive Investor or the Enterprising Investor are generally updated once every 3-4 months, while companies rated as Speculative are updated approximately once a year.

  14. Paul
    March 3, 2016 at 1:48 pm

    Hi Ben,

    In your Excel Raw Data sheet, there is a column labelled NCAV. What is this? Thanks.

    Paul

  15. ferfun
    May 10, 2016 at 2:02 pm

    Dear Benjamin,

    I am a PREMIUM subscriber and very frustrated because I am not able to get the Enhanced Spreadsheet since since March. the latest posted even now is for 3-16-16

    What’s happening?
    Did you quit updating this since then?

    Please let me know If you are no longer offering this service.

    Ferfunc

  16. Paul
    May 11, 2016 at 7:49 am

    Hi Ben,

    I have not seen any updates or postings since the March update dated Feb 16. What is happening?

    Paul

  17. ferfun
    May 16, 2016 at 10:14 am

    SAME QUESTION ASKED SEVERAL TIMES BY PAUL AND I…

    Last Enhanced Spreadsheet is from March 2016
    did you stop updating this ????

    pls advise…

    Best Regards,

    Ferfunc

    • May 16, 2016 at 10:56 am

      A new Enhanced Spreadsheet will be posted this week. There’s been some significant technical issues with my master spreadsheet whereby the dividend data hasn’t loaded. I’m having to re-enter the dividends for each company manually.

  18. Robert Brammer
    January 14, 2017 at 8:15 pm

    Ben,

    When I enter BX as a ticker on the watchlist, I get Borg Warner instead of the Blackstone Group. Borg Warner’s ticker is BWI,

    • January 14, 2017 at 8:28 pm

      Robert, I do not currently cover BX. Only companies which are covered can be brought up in the watch list. I think BX is on my list to initiate coverage this year.

      Thanks and let me know if you have any other questions!

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