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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? | |||||||||||||
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8 | Stock Study Notes here | |||||||||||||
9 | Data Entry | Judgment Dropdown | Monitor/Watcher notes | |||||||||||
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13 | Ticker: | APPL | #N/A | Monitor: | Report Date: | |||||||||
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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 Growth | Morningstar | ||||||||||||
18 | PTP%Sales Rate | |||||||||||||
19 | Tax Rate | |||||||||||||
20 | # Shares | Million | ||||||||||||
21 | Computed EPS = | #DIV/0! | ||||||||||||
22 | Current EPS = | #N/A | ||||||||||||
23 | Preferred Method EPS Growth Rate = | #N/A | Use 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 choices | Fundamentals Assessment: | ||||||||||||
27 | High PE | 5 year avg PE | ||||||||||||
28 | High Price | #N/A | ||||||||||||
29 | Use dropdowns to explain choices | |||||||||||||
30 | Low PE | 80% current price | ||||||||||||
31 | Computed Low Price= | #N/A | Use 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> | ||||||||||
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40 | Price Appreciation based on current price = | #N/A | Highest BUY price for 15% price appreciation | #N/A | ||||||||||
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42 | Dividend Payout Ratio | Leave blank if no dividends paid | ||||||||||||
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44 | If buy at Current Price = | #N/A | If buy @ | $0.00 | ||||||||||
45 | 10/3/2024 | then the projected returns are | ||||||||||||
46 | CAGR on HIGH PE | |||||||||||||
47 | Annual Appreciation = | #N/A | <------> | #N/A | Bottom 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 | ||||||||||
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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! | ||||||||||
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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 | |||||||||||||
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