New Feature on Seeking Alpha
I just noticed this new tool that gives a quick overview and rating of portfolios/watchlists. I have about 30 watchlists on Seeking Alpha and it’s one of my top 3-5 sources of data. Their quant industry ranks are on point with all my other analysis so I know when I see a good quant rating, it’s quality data and I am looking at a strong company. I don’t read articles much anymore, mostly use it for the data & comparative analysis Bs industry peers and prior 5 years of performance.

This is just one more bit of data I can add to my pie. I like simplification. As I’ve developed my strategy over the last decade, I have moved to the Graham & Greenblatt approach. I analyze performance & valuation, buy list of excellent businesses at wonderful prices, and sell when they get back to fair value. (I’ll be sharing that performance soon to show how exceptionally it outperforms) So I love the simple overview 5 points scales & A-F grades, especially knowing there are dozens of data points going into each final ratio, rating, etc.

Here’s a shot of the overview of one of my watchlists:

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Source: Seeking Alpha

I personally ignore momentum & EPS revisions. Mostly irrelevant to my style. If I see negatives in the financials or questions at all, an investment goes straight to the “no thank you” pile, earnings shenanigans are culled out early in my analysis.
The Revolutionary's avatar
Do you have to be paying subscriber?
Steve Matt's avatar
@therevolutionary Seems so. I looked at mine and it wants $100/yr to show me which of my dividend stocks are the 5 that are at risk.
Eric Messenger's avatar
@therevolutionary it’s free. You can be premium, but the data I share comes free. They’ll give you some surface information, and information dating back to 2017, free of charge. But to unlock all the data you have to be a premium member.

If you just click on the portfolio score you can access those analytics that I shared a picture of.
Conor's avatar
Thanks for sharing Eric. How do you get to that part?
Eric Messenger's avatar
@conorvalue
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It’s right there when you’re looking at portfolio

Conor's avatar
@wall_street_deebo that's pretty neat. I don't have "Health Score" showing up for me yet
Conor's avatar
@conorvalue I see it now! your portfolio is healtheir than mine. I'm at a 3.39
Eric Messenger's avatar
@conorvalue add in $DQ , $KLIC , $KLAC , $ATKR , $WIRE , $ZIM , and $MATX and see where you’re at😉

I’m actually putting together a bit for Matson, one of my favorite investments right now. They’re about 80% under valued, Magic Formula stock, hitting it out of the park on the rest of my analysis.
Conor's avatar
@wall_street_deebo I love the chart on $MATX right now. Out of the rest, I like $ZIMAND $ATKR

$GOOG recently went from hold to strong buy on SA
Eric Messenger's avatar
@conorvalue check this out. Just put my semiconductors into a portfolio on SA so I can compare easier. Lookin pretty strong.

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Conor's avatar
@wall_street_deebo wow! SA algo must really be showing strong buy signals for semis
Manish Jain's avatar
Do they provide transparency into how they come up with the scoring or designations like "Ultra-safe"?
Eric Messenger's avatar
@wiijiiceo not that I’ve seen yet. But I also don’t pay for investing advice; I’m sure if I’d pay to get past their pay wall, I could get more details. That’s why I like Kappa & Simply Wall Street apps; they breakdown every bit of their analysis and how they determined their ratings.
Manish Jain's avatar
@wall_street_deebo thanks for clarifying! I haven't heard of Kappa.
Eric Messenger's avatar
@wiijiiceo Kappa is an excellent source of ideas. They have the exact same philosophy I do and have a very clear breakdown of their strategy and why it’s effective. Focused on valuation, profitability, and growth; zero noise or opinions. My kind of analysis😉
Eric Messenger's avatar
@wiijiiceo here’s a snippet from their guide. I felt like I wrote the language for the app; crazy how close they match my strategy.
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Source: Kappa

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