Subscriber Content

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Thank you for becoming a premium member of ModernGraham!.  From this page,  you can access all issues of Stocks & Screens along with the latest Enhanced Valuation Spreadsheet.  Once a month, a new edition of Stocks & Screens will be published, and once a week a new Enhanced Valuation Spreadsheet will be posted here.

To access information about your account, please visit this page:  Account

To downgrade, manage or cancel your subscription, please visit this page or contact me at ben@moderngraham.com.

To retrieve a copy of any issue, please click on the issue below.  Please be sure to save your copy if the pdf file loads within your browser image, or by right-clicking on the image and selecting “Save Link As.”

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Enhanced Valuation Spreadsheet:

Current Version:  Enhanced Spreadsheet 8-29-17

This edition of the spreadsheet will “expire” on 9-17-17, which will make the valuation calculator no longer operable.  Please return to this page to download the newest version next week!

ModernGraham A-List Report:

Current Version:  A-List – Winter 2017

ModernGraham Industry Review Reports:

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ModernGraham A-List Report & Industry Review Reports:

The A-List Report and Industry Review Reports are free to advanced premium members.  If you’d like to upgrade your membership level, please email me at ben@moderngraham.com.

If you don’t want to upgrade, you can purchase individual copies of the reports here!

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Latest Stocks & Screens Issue:

PDF Report -  August 2017 (includes 909 companies)

Excel Raw data - 2017-08-29

Archives

To access the archived past issues of both the enhanced valuation spreadsheet (if you’re an advanced member), and Stocks & Screens, visit this page.

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 refund of the most recent month’s 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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This page is restricted to premium members.  You can learn more about premium membership here.  Membership starts as low as $6.25/month!

If you already have an account, please login.

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29 thoughts on “Subscriber Content

  1. 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.

  2. 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”.

    1. 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. 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 !

    1. 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.

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

  5. 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.

  6. 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

  7. 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?

  8. 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 ?

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

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

    1. 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.

  11. 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

  12. Hi Ben,

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

    Paul

  13. 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

    1. 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.

  14. 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,

    1. 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!

  15. Ben, the enhanced spreadsheet expired about a month ago. Will you be updating? Also, new valuations – its been a while. Thanks.

    Matt

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