This month marks the start of the third volume of the ModernGraham Stocks & Screens publication. Â Thank you to all members for helping to support my continued efforts on this site by being premium members. Â To commemorate the occasion, I’ve created new premium content, the Enhanced Valuation Spreadsheet! Â More on that in a little bit, but first – the January edition of Stocks & Screens is now available! Â Get it hereÂ if you’re currently a premium member!
You may notice that I’ve also added two new screens to the list – Companies Trading Below Their Graham Number, and Dividend Growth Companies. Â In addition, I’ve removed the mock portfolios from the PDF report for now, but do plan to continue them in a different format (and possibly add a couple of other mock portfolios to the site!).
Now, a little bit about both the Stocks & ScreensÂ publication and the Enhanced Valuation Spreadsheet:
Stocks & Screens
Basic Premium Members get access to the Stocks & Screens publication. Â Inside this monthly PDF report andÂ spreadsheet is a listing of all the companies reviewed by ModernGraham (currently 552 different companies) in a handy table with some key figures,Â including dividend yield information. Â It then proceeds to screen the companies regarding different topics. Â This is a great tool for your research into value investing opportunities.
You can alsoÂ download the raw data in a monthly spreadsheet including each company’s rating regarding Defensive Investors, Enterprising Investors, or Speculative, the MG Value, the price as a percent of the MG Value, the PEmg ratio, the dividend yield, the beta, the current ratio, the Net Current Asset Value, the market-implied growth rate, consecutive years of dividend growth (not yet available for all companies covered), Graham Number (not yet available for all companies covered) and a link to the latest ModernGraham valuation!
Inside the PDF report,Â you will find screens for:
- Undervalued Companies
- Fairly Valued Companies
- Lowest PEmg Ratio – Defensive Investor
- Lowest PEmg Ratio – Enterprising Investor
- Stocks Trading Closest to NCAV
- 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
In addition, you canÂ review ModernGraham’s Glance at the Dow, a valuation of the Dow Jones Industrial Average as a whole and its individual components!
Preview the Stocks & Screens Content:
Enhanced Valuation Spreadsheet
Advanced Premium Members also get access to our Enhanced Valuation Spreadsheet, which is released weekly. Â This spreadsheet outlines all of the most recent ModernGraham valuations, provides an overview of the market, gives an opportunity to create a “watch list”, summarizes the latest ModernGraham valuations, and provides a tool for evaluating companies not covered by ModernGraham using the ModernGraham formula.
Please note that this month is considered a beta period, where feedback on the tool is greatly appreciated! Â If you have comments on what you would like to see in the spreadsheet, or if you become a member and have any trouble with the spreadsheet, let me know by email or commenting on this post. Â For a limited time, the price to becomeÂ an Advanced Premium Member is discounted. Â Early adopters can lock in a subscription rate by signing up now and (hopefully, though not required to lock in the rate) providing me with feedback!
If you are already a premium memberÂ and would like to become an advanced premium member to gain access to the Enhanced Valuation Spreadsheet, please upgrade your subscription!
Here’s a sample of what you can find in the Enhanced Valuation Spreadsheet:
This page provides a summary of all of the companies reviewed by ModernGraham.
Enter tickers of companies covered by ModernGraham to generate an easy to read summary of those company valuations.
See the key details of every individual valuation by ModernGraham. Â The spreadsheet also includes sheets showing only the latest company valuations, the Dow Jones Industrial Average components, and the S&P 500 components.
If a company is not covered by ModernGraham, you now have the opportunity to input financial data and generate a ModernGraham valuation on your own. Â All you need is basic balance sheet figures, and Earnings Per Share data, and let the spreadsheet do the rest! Â *Note – this part of the spreadsheet “expires” weekly, in order to require you to verify your continued membership by downloading a new version of the spreadsheet.
Also included in premiumÂ membership: Access to all individual ModernGraham valuations!
With a premium membership, you can access every ModernGraham valuation of over 550 companies. Â The ModernGraham approach is three-fold, and the new design will highlight that fact. Â This will enable you to conduct your research as efficiently as possible. Â Stage 1 looks to determine if the company is suitable for either the Defensive Investor or the Enterprising Investor; Stage 2 presents ModernGraham’s calculation of intrinsic value and gives some brief comments; and, Stage 3 provides some data to assist with your further research.
The PDF Version
In addition, a PDF version of the entire valuation is included and can easily be printed for your quick reference. Â This PDF has all of the information from the valuation, from the Stage 1 analysis to useful links for research purposes. Â But don’t just listen to what it includes – take a look for yourself! Â Here’s a free sample valuation!
ModernGraham has always utilized ten years worth of financial data when calculating the intrinsic value of a company. Â Now, we download twenty years worth of data in order to provide you with more historical context. Â This means that we can look back on the company to calculate the intrinsic value for up to fifteen years, giving you an opportunity to compare how the company’s price has moved in relation to the intrinsic value over time.
There are two tiers of premium membership, each with different billing options.
Basic Membership – Stocks & Screens only!
Single Month – $9.99
Monthly Recurring – $7.99 – 20% off a single month’s price!
Annual Recurring – $74.99 – 22% off the monthly recurring price!
Advanced Membership – Stocks & Screens and the Enhanced Valuation Spreadsheet!
Single Month – $29.99 – only $19.99 for a limited time! Â (NOTE: Â This offer expired at the end of January 2016).
Monthly Recurring – $19.99 – only $14.99 for a limited time! Â (NOTE: Â This offer expired at the end of January 2016).
Annual Recurring – $159.99 – only $119.99 for a limited time! Â (NOTE: Â This offer expired at the end of January 2016).
To become a subscriber, follow these steps:
- Register through this page, following the directions to pay. Â Acceptable payment options are Visa, Mastercard, American Express, Discover, Paypal, and more.
- Once your payment is complete, visit theÂ Subscriber ContentÂ page to access the issues.
- When you return later, you canÂ login to your account here.
With so much talk about stocks being overvalued, Iâ€™m glad to find someone that helps with the legwork of determining value investments. When the downturn occurs I feel confident ill be better prepared than most. I purchased your March screens and am looking forward to April. Thanks.
Excellent modernizing application of Grahamâ€™s life work. Thank you!
I just discovered your web site and find it intriguing. I inherited some div stocks 20 yrs ago and just recently decided to reallocate using â€œSeeking Alpha as â€ as a tool and discovered a whole different world. And now with MG further frontiers seem to be unfolding. Iâ€™m looking forward to spending my mornings with MG and making my investments with sound tried and true, (and profitable) assistance.
Although Canada based, Iâ€™ve just started to dip a toe into
the U.S. market, so, as a novice in that market and Defensive investor, Iâ€™ve found your MG summaries very
useful and illuminating.
History shows that people who save and invest grow and prosper. ModernGraham gives us the knowledge and wisdom to help us invest wisely in order to grow our investments.
Invest with knowledge on your side. ModernGraham provides that.
Before I buy a stock, I always check first to see if MG has evaluated it. Buying within your criteria for a defensive investor, I always feel that at a minimum, I will be able to sleep at night and very possibly earn a handsome gain in the process. Thanks for helping me plot an even course through all the â€œvicissitudesâ€ and profit from Mr. Marketâ€™s emotional ups and downs. Keep up the great work!
Since Iâ€™ve been using Modern Grahamâ€™s recommendations my portfolio is moving into the black! I thoroughly recommend this service as a way to improve buying choices in a volatile market.
Cancellation and Refunds:
If you are unhappy with your subscription for any reason, please send an email to firstname.lastname@example.orgÂ to cancel. Â If immediate cancellation is requested, a refund of the most recent month’s subscription fee will be issued. Â 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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*As always, ModernGraham makes no recommendations for investments in specific situations. Â Please consult a registered broker or investment advisor regarding your individual investment decisions.