The D4L-PreScreen.xls model continues to be the most downloaded and used model in my toolbox. I have just completed an update on it. This update includes some minor tweaks and updates on interest rates used in the model. The changes are described below:
Sat. Aug. 29, 2009
models, tools
D4L-PreScreen.xls Model – August 2009 Update *
Sat. Dec. 27, 2008
models, tools
Updated D4L-PreScreen.xls Model *
By far, my most used and most downloaded model is the D4L-PreScreen.xls model. I have just completed an update on it. This update includes the normal year-end changes, plus some rework on the Projected Information section. The changes are described below:
Sat. Aug. 16, 2008
models
Updated Dividend Stock Pre-Screen Model *
Last Updated: August 22, 2009
In January 2008 I released my Dividend Stock Pre-Screen Model. Since then I’ve modified the model several times to add additional functionality, correct bugs and update annual information such as the default MMA Yield. The updated model is linked on the Excel Models page as D4L-PreScreen.xls.
Wed. Jun. 4, 2008
models
Discounted Cash Flow Model (DCF)
We’ve all heard of EPS, EBIT, EBITDA, Free Cash Flow and Operating Cash Flow. They are all used by analysts in trying to value a stock. What the analysts are trying to get at is cash flow. Ultimately, every financial valuation ends with a cash projection into the future, then discounting it back into today’s dollars. Hence the term discounted cash flow (or DCF).
In my weekly stock analyses one of the methods I use to value a stock is using a 20-Year DCF. The model looks at cash flow from dividends and assumes the stock is sold in year 20. The Excel model [20-Year-DCF.xls] is available in my Toolbox which can always be accessed by clicking Tools on the menu above.
Tue. Apr. 15, 2008
models
Asset Allocation Model *
Last Wednesday I posted “Measuring Asset Allocation Across Your Entire Portfolio” discussing the importance of periodically reviewing your asset allocation across all your holdings. It was a significant project that I undertook to measure my asset allocation over all my investment holdings using three different measures (origin, capitalization and sector).
Wed. Feb. 27, 2008
models
Tracking Yield On Cost *
As noted in my articles Yield on Cost: Measuring for Success and Investing Goals, I consider Yield on Cost (YOC) an important metric. As such, I track it on each of my individual dividend income investments.
Thu. Feb. 7, 2008
commentary, models
The Winning Score – Part 2 of 2 *
As discussed in yesterday’s post, one of the metrics that I use to score an individual stock’s performance is Internal Rate of Return (IRR). In simple terms, IRR is the interest rate you would need to earn to make the same money off of an interest bearing account assuming the same investment.
Wed. Feb. 6, 2008
commentary, models, quotes
The Winning Score – Part 1 of 2 *
In this week’s celebration of winning and champions, I thought it would be appropriate to see what one of the NFL’s most inspirational coaches had to say about winning:
Read more…
Thu. Jan. 31, 2008
commentary, models
Passing the Torch – Part 2 of 2 *
Yesterday in part 1 of Passing the Torch, I posted the story of Jack and Jill’s journey to retirement. The synopsis of the story is that Jack contributed less than one-third of what Jill contributed toward retirement, but his final nest egg was over twice as large.
JNJ vs. JNJ *
In yesterday’s Stock Analysis on JNJ, I stated that for some time now, I have been looking for an entry point to purchase JNJ. The overall rating of two Stars has not changed since my first review on 11-21-2007. However, many of the metrics I look at have changed and here’s a break-down the differences between now and then:
Read more…