Hidden Gems Watch List Summaries (Author: FoulWeather)
Tracks the Motley Fool's Hidden Gems Newsletter watch lists. Hidden Gems is a subscription service however a free trial period is available.
- hg_watchlist-022215.xls (Feb 22, 2015) - HG Watch List Summary (Click Here for Password)
- tg_watchlist-022215.xls (Feb 22, 2015) - Tiny Gems Watch List Summary (Click Here for Password)
It's Earnings That Count (Author: FoulWeather)
Excel spreadsheet based on the book It's Earnings that Count by Hewitt Heiserman. Data must be entered from a company's 10-K reports (or a similar data source).
- IETC Blank Template (Nov 4, 2006) Version 3.2.2: Fixed some computing and updating errors.
- IETC Example - MSA (Mar 23, 2006) Version 3.2.1: Example spreadsheet for Mine Safety Applications (MSA)
Return Tracker (Author: FoulWeather)
Excel spreadsheet that tracks portfolios using a "scorecard" approach where each stock position is compared to a benchmark. You will need to enable Macros and install the Excel Analysis ToolPak to fully utilize the spreadsheet.
- Return_Tracker-1.02.xls (Feb 13, 2007) Fix to update index prices
Spreadsheet Links
- Old School Value - Sophisticated and automated financial spreadsheets (subscription required)
- Damodaran Spreadsheets - Lots of financial spreadsheets from Professor Aswath Damodaran
- James Dooley's analysis.xls(http://www.xdiv.com/invest/spreadsheets/analysis.xls) - Stock Analysis spreadsheet from Motley Fool user JADooley
Archived Content
HG Scorecard (Author: FoulWeather)
Note: this spreadsheet is no longer maintained
Excel spreadsheet that attempts to replicate the Hidden Gems Classic scorecard. Adds total annualized returns and the Russell 2000 in addition to the usual content. You will need to enable Macros if you want to update price data. You will need to install the Excel Analysis ToolPak if you want to see annualized returns.
- hg-scorecard-jun2008.xls (May 28, 2008) Added latest picks, sells and splits (Click Here for Password)