Recently I committed to developing a Spreadsheet that provides recommendations. The New Advisor compares and calculates several quantitative metrics that, I feel, provide optimal Buy/Sell recommendations. I value having my own program outlining which companies are likely great companies at a great Value. Here is how I automated The New Advisor (Periodical) The Spreadsheet makes calculations on 16 Points of Quantitative Analysis. I will share periodically and start here. 1. Assets to Market Cap. A favored measure for an entry, or accretion, point! I first came to understand this measure from reading Graham. Market Cap is an imaginary figure determined by multiplying the last sale of the Stock by the Number of Shares. It offers a significant indication of protection and Value, revealing Assets, some intangible, backing-up the Purchase Price. Here, on the Spreadsheet, Points are allotted based upon the aforementioned percentage. If A (Assets) >= % MC (Market Cap), the Stoc...
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