Premium Content
ModernGraham has several tools available to make your life as an intelligent investor easier, whether you are an individual investor or an adviser / fund manager. Thank you for your interest in ModernGraham's products, and hopefully you will find something that fills your specific needs.
Subscription Bundles
Intelligent Investor Bundle
A bundle designed for individual investors.
Adviser / Fund Manager Bundle
A bundle designed for Investment Advisers, Fund Managers, and other serious investors.
Products Included:
- Individual Company Valuations
- Stocks & Screens Report
- Blue Chip Report
Products Included:
- Individual Company Valuations
- Stocks & Screens Report
- Blue Chip Report
PLUS
- MG Universe Report
- Industry Review Report
- A-List Report
Pricing:
$50/month
Pricing:
$100/month
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Testimonials
Beautiful clean posts, great format, well written commentary and straighttorward graphics. Ben, you really have built a great site and resource for value investing.
With so much talk about stocks being overvalued, I’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 Graham’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 “Seeking Alpha as ” as a tool and discovered a whole different world. And now with MG further frontiers seem to be unfolding. I’m looking forward to spending my mornings with MG and making my investments with sound tried and true, (and profitable) assistance.
Although Canada based, I’ve just started to dip a toe into the U.S. market, so, as a novice in that market and Defensive investor, I’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 “vicissitudes” and profit from Mr. Market’s emotional ups and downs. Keep up the great work!
Since I’ve been using Modern Graham’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 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.
Individual Products
Blue Chip Report
A monthly report on the ModernGraham valuation of the Dow Jones Industrial Average
MG Universe Report
A weekly spreadsheet summarizing the latest valuations of all companies in the ModernGraham Universe.
Stocks & Screens
A monthly PDF and spreadsheet listing the stocks in the MG Universe and screening them based on various criteria.
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.
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 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.
Pricing:
$15 for an individual report or only $10/month with a recurring subscription!
Pricing:
$25 for an individual report or only $50/month with a recurring subscription!
Pricing:
$40 for an individual report or only $35/month with a recurring subscription!
Industrial Review Reports
A report on a different industry each month.
A-List Report
Quarterly Report summarizing the top rated companies in the MG Universe.
Individual Company Valuations
Access to each company's individual valuation by ModernGraham
Features:
- Number of Companies that are:
- Suitable for Defensive Investors
- Suitable for Enterprising Investors
- Speculative Companies
- Undervalued Companies
- Fairly Valued Companies
- Overvalued Companies
- Industry Averages of:
- PEmg ratio
- Price / MG Value
- Dividend Yield
- Beta
- Summary Table of all the companies in the industry covered by ModernGraham, including:
- Current MG Grade
- Investor Type
- MG Value
- Recent Price
- Price as a Percent of Value
- PEmg Ratio
- Dividend Yield
- Consecutive Years of Dividend Growth
- Graham Number
- Beta
- Net Current Asset Value (NCAV)
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
Features:
- Suitability for the Defensive Investor or the Enterprising Investor - Testing the company based on Ben Graham's metrics.
- Determination of Intrinsic Value - Estimate 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.
Pricing:
$50 for an individual report or $40/month with a recurring subscription.
Pricing:
$100 for an individual report or $75/quarter with a recurring subscription.
Pricing:
$25/month with a recurring subscription!