Recent content by stumacd

I think both ACR and CCP are worthy of further investigation. Has anyone looked into the SFH? big ROE, little debt. Apart from the general retail slow down, is this good value investment material?

awg: http://asxvaluescreener.heroku.com/records?search=ORL click on the stock code for some graphs. Also Roger's got a Youtube video of him talking with the CEO of Oriton: http://www.youtube.com/watch?v=eWLMRmVAgpw ubtheboss & robusta: Nice find - looks good. The 2010 report seems...

Cheers for the clarification regarding StockVal. I certainly agree on your last point. I can't wait to see the site that has the ability to admit that this week there's no good businesses priced safely below estimated value. I must admit I think this is part of Roger's appeal, he's not...

Stockval is part of the climb group. http://www.sharesguru.com/new-value-based-stock-valuation-tool-in-australia-4227.html?sid=1673ac1bb2d4650accf8cdefa6e326f8 (4rd post is from Roger) I must say that Roger is pretty adamant that his formula just allows you to find stocks for further...

I've seen that stockval screenshot, but I'm not sure many of the numbers mean anything significant. I mean the graphs don't really tell you all that much (just how the earnings are distributed, if I remember correctly.) I only real value of any meaning to us on that page is the IV (and the...

I update my site regularly (so I don't miss any opportunities) and you can play with the RR to suit yourself. I hope to add more variables to play with in the formulas for those that want them. So let me know if there's anything that you would find useful.

I think it's still the best information out there. Perhaps using the previous years payout ratio and growth would give a more concrete number, but it doesn't take into account any factors that the analysts factor in, so taking the mean of all their guesses might be best. If you're worried...

That sounds logical, thanks for the insight ParleVouFrancois :)

Hi, I have a value stock screener that calculates the IV (for RR 10-16) and allows you to filter by the 3 critical factors (ROE, Safety Margin, LT Debt) allowing you to weed out unwanted stocks.(eg. where debt/equity > 20%) asxvaluescreener.heroku.com/records (paste it in your browser)...

Hi everyone, I have a value stock screener that calculates the IV (for RR 10-16) and allows you to filter out unwanted stocks.(eg. where debt/equity > 20%) asxvaluescreener.heroku.com/records The IVs that it produces are very similar to Roger's, but the data can sometimes be...