Overview
I’m Howard Reisman the CEO of Stock Rover. In this video we are going to cover the summary section of the Insight Panel, which is an incredibly powerful facility for researching stocks. It also can be used to research ETFs and funds. A second video on the Insight Panel will cover the other sections of the Insight panel, including the Sales and EPS section, Dividends, Financial Statements, Analysts Ratings and News.
So let’s dive in.
The Insight Panel
We can see the Insight Panel in the All layout as shown here. The Insight Panel can also be shown its own Layout, using more screen real estate, as shown here. The Insight Panel can also be detached into its own separate window by clicking here.
The Insight Panel has six tabs running across the top and we will visit each one in turn, starting with the Summary Panel.
The Summary Tab of the Insight Panel
The summary panel has a 14 sub panels, each with a different purpose. Let’s take a look. We will use Apple from the Dow 30 data set as our sample stock.
The Sections of the Summary Tab
Moving left to right, and top to bottom, we start with a price performance mini-chart showing the recent price performance of the stock as well as where it is relative to its 52 week range and its daily trading range. The chart period is settable from 1 day to 5 years.
Next is the Profile sub-panel which contains key information about the company. This sub-panel also has a link to the earnings call transcript for the last quarter, as well as the company homepage.
The Investor Warnings Facility is also here. The color of the flag indicates the severity, where yellow is the mildest and red the most severe. Here we see that Apple has three warnings, all with yellow grade, which is the mildest. Let’s see what they are. Clicking on the warnings brings up a window with the details. We can see a MACD Crossover, which is a negative price technical, as well as declining EPS and sales growth. All three warnings are potential causes of concern. They would be areas to focus additional investigation efforts on if you were interested in purchasing the stock.
The next panel is a description of what the company does. This is followed by a Scores panel where we indicate what we believe to be the fair value price for a stock, along with a margin of safety and the scores we have assigned the stock on growth, value, quality, sentiment and the Piotroski F and the Altman Z scores. The bars are the historical scores so you can see how the scores changed over time. We have a blog post that describes the scores panel in detail. You can reach the blog post by clicking on the Stock Rover logo to go to the web site, selecting blogs, selecting the Product Features section and clicking on the blog entry titled “Fair Value and Margin of Safety Come to Stock Rover”.
After the Scores sub-panel, there are a series of sub-panels that are largely self-explanatory, starting with Analyst Estimates. Note there is a separate analysts tab which we will cover in part II of this video series that has even more comprehensive analyst estimate information.
After Analyst Estimates is price returns verses benchmarks over various periods, inclusive of dividends.
The valuation sub-panel is next, showing lots of good valuation information for the stock as well as its industry and the S&P 500.
The growth sub-panel follows showing how the company has grown in sales, and in EPS and EBIDTA over the last year, the last 3 years and the last 5 years as well as how it is expected to grow in the future.
After growth comes profitability. The key profitability metrics are shown for a company and are also compared to the company’s industry and the S&P 500 as a whole.
Then comes financial health which includes a number of key health indicators such as the current ratio and the quick ratio, net cash per share, equity per share, debt to equity and how easily interest payments are covered from net income.
We will scroll the Insight Panel to see the next set of sub-panels.
The next sub-panel shows the Stock Rover Ratings Facility. Stock Rover generates these sophisticated ratings by matching a stock vs. its peers in a number of dimensions. There is an overall ratings score as well as ratings for growth, value, operating and financial efficiency, financial strength, dividends and momentum. Each of the ratings links to the Stock Rover Ratings facility as shown.
The dividends sub-panel follows next showing key dividend metrics for the stock. Note there is a separate dividends tab which we cover in the next video that has even more comprehensive dividend information.
Finally there is a competitors tab and there is a research links tab that allows you to conveniently link to other sites with context. For example you can link to Yahoo to get the daily prices in another browser tab. These links are fully manageable by you so you can include links to your favorite financial sites by clicking on the Manage button.
ETFs and Funds
If you put in an ETF or a fund, you get a different display as shown here for the Fidelity Magellan fund. The profile contains fund specific information such as the fund’s size, its fees, the Morningstar rating and turnover ratio. You also get sector allocation information as well as a list of the fund’s biggest holdings. Here is the Insight panel summary section for the popular ETF QQQ. The ETF display also has the Morningstar rating, sector allocations and the ETF’s biggest holdings.
Conclusion
OK so that will do it for the Summary Tab, which is only one of six tabs in the Insight Panel. In Part II of the Insight panel video series, I promise the next five tabs will go quicker. Thank you for watching and I encourage you to check out Part II of this video series.
