Archive for the 'Tools' Category

Spreadsheets have been updated

Both the Free and Pro Big Moat Analysis spreadsheets have been updated to handle the changes that were made to the sites where the data is pulled from.

Please download the update to be sure that you have the most recent version of the spreadsheet.

The Pro Spreadsheet can be downloaded by logging in here: Pro Spreadsheet Download

The free spreadsheet is available for download here:  Basic Spreadsheet Download

The Free Big Moat Analysis Spreadsheet is working again!

The title says it all…..the updated free analysis spreadsheet is now available for download.  Scroll to the bottom of this page to find the link.

Also, please take the time to add yourself to the Big Moat mailing list so that you get the updates regarding the spreadsheet and Big Moat Stock List.  The box to add yourself is at the top of the middle column under the header, Free Big Moat Stock List.

New Big Moat Stock List Released

The latest version of the Big Moat Stock List has been completed and is now available for sale! Click here to purchase the brand new list.

The list is helping a lot of people find great Big Moat Stocks, as you can see by reading the testimonials. Many people have earned several times the cost of the list by using the list to narrow down their stock picks. Don’t waste time searching for Big Moat eligible stocks because I’ve done all the work for you.

When you purchase the Big Moat Stock List, you will receive 3 PDF files that will give you the following:

  1. The list of stocks where all of the Big 5 Numbers are ALL over 10% for each of the last 10 years.
  2. The second file has a list of stocks where all of the Big 5 Numbers EXCEPT Cash Flow are over 10% for each of the last 10 years
  3. The third file is a list of Risky Biz companies. These companies have Big 5 Numbers over 10% for a minimum of the last 6 years. These companies are high flyers that don’t have a full 10 year history, like Garmin (GRMN) for example

Also included are Excel files that have the actual numeric values that were returned during the analysis of each company on the list. This can be used to create charts to view trends or to perform further analysis.

If you are a customer who have purchased a previous list, including the recent $49 promotion, click here to visit the page where you can purchase the list for the current customer discount of $80 for the $129 list. You will be prompted to enter the email address that you used when purchasing the previous Big Moat Stock List. After your email address is validated, you will be taken to the purchase page.

Are you a Big Moat Turtle?

I recently read a book on stock trading that I feel is a perfect complement to Big Moat Investing because it addresses some very important factors when trading. The book is Way of the Turtle: The Secret Methods that Turned Ordinary People into Legendary Traders

The author, Curtis Faith, was part of a group called the Turtle Traders who were put together to see if anyone could be taught to be a successful trader. Curtis turned out to be the most successful Turtle even though every person was given the same education. This book describes the education everyone received, but more importantly, it tells why many were not successful. The main factor that caused people to not be successful was their inability to control their emotions and accept being wrong. This book addresses this concept in a way that I feel will be very beneficial to everyone looking for success with their Big Moat investing.

Way of the Turtle - Curtis Faith

Free MOS Calculator to find Big Moat Stocks

I’ve had a lot of requests for a Big Moat MOS calculator over the last year and I finally put the finishing touches on the spreadsheet this week. The best thing, ITS FREE! Download it here.

If you purchase the list of Big Moat stocks, you can use the spreadsheet to get the current MOS and sticker price. This will allow you to spend more time following stocks that meet the Big Moat criteria instead of searching for stocks.

The spreadsheet was created using Excel 2003 and I haven’t done testing with earlier or later versions of Excel but I imagine that it will work fine. Please use the Contact Us form to let me know if you find that something isn’t working. I’ll do my best to answer questions but support for the spreadsheet will be limited.

Keep track of the latest news for your Big Moat Stock Investments

One of the easiest ways to keep track of the news that is reported on the companies you’re following is to use RSS feeds. By using RSS you will no longer need to search through search engines and web pages to come across news for these companies. RSS makes it very easy to have the news filtered for you.

What is RSS?
RSS is an abbreviation for Really Simple Syndication. RSS feeds are a text version of the content available on news sites, blogs, and forums that can be read by software that is specifically made to read RSS feeds. By subscribing to an RSS feed, you can aggregate the content of most of the sites you read daily and not have to actually visit the site every day.

If a site has an RSS feed available, you will see the icon below in the address bar of the Firefox browser or in the status bar of Internet Explorer.

rssicon.png

How will I read RSS feeds?
For the purposes of this article, I’m going to use Google Reader as the feed reader which is browser-based. My suggestion is to make sure you’ve upgraded to Firefox 2.0 because the latest enhancements will make subscribing to RSS feeds even easier. Google Reader is not the most powerful or customizable feed reader available but Google provides this software for free and it will be sufficient for most people out there.

How do I create and subscribe to feeds?
Once you have your Google Reader account, you will need to find or set up the RSS feeds in order to receive the content. Since we’re focusing on finding news about our Big Moat companies we’ll start our search at Google News.

Because I’m interested in Fastenal, I’ll simply search for ‘fastenal’ and view the results. As you can see the first item is about Fastenal’s race-car sponsorship.

fastenal_only.png

Since I don’t want this type of news included, I change my search string to ‘fastenal -racing -indy –hamilton’. Now the results are focused on the company itself.

fastenal_filtered.png

If you look in the browser’s address bar, you’ll see the orange RSS icon. Click on this icon to bring up the subscription pane that’s pictured below.

firefox_subscribe.png

Make sure Google Reader is selected in the drop-down box and click Subscribe Now to add the subscription to your feed reader.

This process can be repeated to create a separate RSS feed for each of the companies you are following.

Avoiding the big drop

bigchart.gif A few weeks ago, many Big Moat investors were caught by Chicho’s (CHS) big opening gap down. Yahoo! (YHOO), another stock that is mentioned often by those looking at Big Moat companies, took a big midday hit earlier this week on their announcement that ad revenues would not meet expectations for the auto and financial markets.

A recent post on the Global Growth Investor website gives two reasons why you should not have had any money in Yahoo! when the drop occurred. Once again, it has to do with investing only with the trend. The advice they give is to not invest in any stock that has a dropping 200 day moving average or a dropping 50 day moving average. Yahoo! had both.

This advice is the perfect tool to add to your Big Moat arsenal when making that final decision of whether you should invest your money. Just remember, even if the stock is trending down it is not disqualified from being a Big Moat company. It just means that a stock you like will soon be on sale!

link via Trader Mike