Adviser / Fund Manager Bundle

A bundle designed for Investment Advisers, Fund Managers, and other serious investors.

Includes:

Individual Company Valuations

Access to each company's individual valuation by ModernGraham

 Stocks & Screens

A monthly PDF and spreadsheet listing the stocks in the MG Universe and screening them based on various criteria.

 Blue Chip Report

A monthly report on the ModernGraham valuation of the Dow Jones Industrial Average

Features:

  • Suitability for the Defensive Investor or the Enterprising InvestorTesting the company based on Ben Graham's metrics.
  • Determination of Intrinsic ValueEstimate of Intrinsic Value based on the Graham Formula
  • Additional Information at time of valuation including:
    • Earnings Per Share - ModernGraham 
    • Growth Estimate
    • ModernGraham Grade
    • Market Implied Growth Rate
    • Net Current Asset Value
    • Graham Number
    • Price/Earnings - ModernGraham
    • Current Ratio
    • Price to Book Ratio
    • Dividend Yield
    • Number of Consecutive Years of Dividend Growth
    • Most Recent Balance Sheet Key Figures
    • Earnings Per Share History
    • Earnings Per Share - ModernGraham History
  • Downloadable PDF Version of the Valuation - For easy printing and your own record-keeping.

 Features:

  • Table of all companies in the MG Universe listing key figures
  • Screens of the MG Universe for:
    • Undervalued Companies
    • Fairly Valued Companies
    • Lowest PEmg Ratio - Defensive Investor
    • Lowest PEmg Ratio - Enterprising Investor
    • Stocks Trading Closest to Net Current Asset Value
    • Companies Trading Close to 52 Week High
    • Companies Trading Close to 52 Week Low
    • Companies with the Highest Beta
    • Companies with the Lowest Beta
    • Undervalued Companies with a High Dividend Yield
    • Companies Trading Below Their Graham Number
    • Dividend Growth Companies
  • Table Summarizing Each Component of the Dow Jones Industrial Average including a valuation of the index as a whole.

 Features:

  • ModernGraham's Valuation of the Dow Jones Industrial Average based on a calculation of each component's individual valuation.
  • The overall PEmg rating of the Dow Jones Industrial Average based on an average of the PEmg rating of all components of the index.
  • Table Summarizing Each Company's Most Recent ModernGraham Valuation including the company's qualification for Defensive or Enterprising Investors, estimated value, PEmg, and dividend yield.

PLUS

 MG Universe Report

A weekly spreadsheet summarizing the latest valuations of all companies in the ModernGraham Universe.

A-List Report

Quarterly Report summarizing the top rated companies in the MG Universe.

 Features:

  • Market Overview - Aggregate data on all companies in the the MG Universe, and analysis of both the Dow Jones Industrial Average and the S&P 500 indices.
  • Watch List Copy/Paste your favorite tickers into the watch list to bring up the ModernGraham data on them.
  • Latest Updates - List of the latest individual company valuations by ModernGraham.
  • MG Universe - Sortable table listing all companies in the MG Universe and the ModernGraham data on them.
  • Dow Jones Industrial Average Sortable table listing the components of the Dow Jones Industrial Average and the ModernGraham data on them.
  • S&P 500 - Sortable table listing the components of the S&P 500 Index and the ModernGraham data on them.
  • Valuation Calculator - Calculator for you to plug in data for companies not covered by ModernGraham.

Features:

  • Table showing for each company:
    • Ticker
    • Name
    • Link to latest MG Valuation
    • Current MG Grade
    • Investor Type
    • MG Value
    • Recent Price
    • Price as a Percent of MG Value
    • Price / Earnings Per Share - ModernGraham (PEmg Ratio)
    • Graham Number
    • Price as a Percent of Graham Number
    • Net Current Asset Value
    • Price as a Percent of Net Current Asset Value
    • Dividend Yield
    • Number of consecutive years of dividend growth
  • List of New Additions/Removals from the A-List Report

 Pricing:

Only $100/month!

Get a FREE 7-day trial!


Cancellation and Refunds:  If you are unhappy with your subscription for any reason, please send an email to ben@moderngraham.com to cancel.  If immediate cancellation is requested, a pro-rated refund of the most recent subscription fee will be issued.  If you would like to simply cancel at the end of your current billing cycle, the recurring payment will be stopped.

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