ABCDEFHIJKLMNO
1
2
INSTRUCTIONS:
Copy and rename this Google spreadsheet, add to your Google Drive directory with links.
When you enter the TICKER symbol various technical metrics are populated throughout this worksheet.
Enter fundamental data and judgments in the "light yellow 3" shaded blocks.
Enter your stock monitor (or watcher) notes with information that is relevant to the situation in the light blue blocks.
Use the dropdowns in the magenta colored blocks to record the basis for your judgnents.
Note that you can enter (towards the bottom, highlighted in yellow) your target buy price and see what the impact of that price
is on total return and risk.
3
Report if "Yes" to at least one question:
4
Am I sharing news that will negatively impact the stock or our assumptions about its growth?
5
Do I have new financial data that does not meet our expectations?
6
Am I recommending that we sell the stock?
7
8
Stock Study Notes here
9
Data EntryJudgment DropdownMonitor/Watcher notes
10
11
12
13
Ticker:
APPL#N/AMonitor:Report Date:
14
15
Judgments
Data as of:Use the green boxes to enter any comments you may want to make on your monitor report. Add section headers as desired.Role in Portfolio
16
Base Sales level
Million
17
Sales GrowthMorningstar
18
PTP%Sales Rate
19
Tax Rate
20
# SharesMillion
21
Computed EPS =
#DIV/0!
22
Current EPS =#N/A
23
Preferred Method EPS Growth Rate =
#N/AUse dropdowns to explain choices
24
EPS Growth Rate Selected ==>
ACE rate
25
Computed EPS based on Rate Selected ==>
#N/A
26
Use dropdowns to explain choicesFundamentals Assessment:
27
High PE5 year avg PE
28
High Price#N/A
29
Use dropdowns to explain choices
30
Low PE80% current price
31
Computed Low Price=
#N/AUse dropdowns to explain choices
32
Low price override ==>
80% current price
33
34
Forecast Average PE =
#DIV/0!
35
10/3/2024
36
Price Bounding:Buy zone:#N/A#N/A#N/A
= current price
37
Hold zone:#N/A#N/A#N/A<Header>
38
Sell zone:#N/A#N/A<Comments>
39
40
Price Appreciation based on current price =#N/AHighest BUY price for 15% price appreciation#N/A
41
42
Dividend Payout Ratio
Leave blank if no dividends paid
43
44
If buy at Current Price =
#N/AIf buy @$0.00
45
10/3/2024then the projected returns are
46
CAGR on HIGH PE
47
Annual Appreciation =
#N/A<------>#N/ABottom Line Recommendation to Partners:
48
Average Yield =#DIV/0!<------>#DIV/0!
49
Annualized Total Return =
#N/A<------>#N/A
50
US/DS ratio =#N/A<------>#N/A
51
52
53
CAGR on AVERAGE PE
54
Annual Appreciation =
#N/A<------>#DIV/0!
55
Average Yield =#DIV/0!<------>#DIV/0!
56
Annualized Total Return =
#N/A<------>#DIV/0!
57
58
59
60
Points to Cover:
61
Current Holding Summary
62
Valuation Data
63
Critical News Summary
64
Recommendations
65
End-of-Quarter Summary
66
Quarter-Over_Quarter Results
67
Buy SSG Parameters
68
Morningstar Assessment
69
Value Line Assessment
70
Latest Report Schedule
71
72
73
74
75
76
77