Intelligent Investor Bundle

A bundle designed for individual 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.

 Pricing:

Only $50/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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