Forum Search: technical analysis
Re: Zoom in Excel
With our WST macros installed: http://www.wallst-training.com/resources.html and scroll down to Technical Resources and download and install per instructions Ctrl + J to zoom in at 15% increments to max... Read More
With our WST macros installed: http://www.wallst-training.com/resources.html and scroll down to Technical Resources and download and install per instructions Ctrl + J to zoom in at 15% increments to max... Read More
Re: Basic Fundamental Knowledge
Glad you've been converted! In general, hitting ALT will access the menu items (ribbon in Excel 2007/2010) on the top. In a dialog box, hitting ALT+[letter] will access the item within the dialog box (called "accelerator key"). Excel has some basic CTRL+[letter] functions built-in, such ... Read More
Glad you've been converted! In general, hitting ALT will access the menu items (ribbon in Excel 2007/2010) on the top. In a dialog box, hitting ALT+[letter] will access the item within the dialog box (called "accelerator key"). Excel has some basic CTRL+[letter] functions built-in, such ... Read More
Advanced Excel for Data Analysis--newer version?
Hi--I am currently doing the self study on the course Acvanced Excel for Data Analysis. I can't help but notice the videos were done in Excel 2003. Is there an updated version of the videos for 2007? I'm struggling to find some of the options/menus and follow along. I also worry I will have the same... Read More
Hi--I am currently doing the self study on the course Acvanced Excel for Data Analysis. I can't help but notice the videos were done in Excel 2003. Is there an updated version of the videos for 2007? I'm struggling to find some of the options/menus and follow along. I also worry I will have the same... Read More
Re: Advanced Excel for Data Analysis--newer version?
The Excel charting videos are done in 2007.
The Adv Excel for Data Analysis class, while in 2003 is the same as in 2007.
All the keystrokes remain the same.
Any differences (like pivot tables) have a separate video for 2007.
The Excel charting videos are done in 2007.
The Adv Excel for Data Analysis class, while in 2003 is the same as in 2007.
All the keystrokes remain the same.
Any differences (like pivot tables) have a separate video for 2007.
Re: Advanced Excel for Data Analysis--newer version?
I will go through again to make sure I was not doing something wrong, but in the Regression video, I could not get the best fit line to come up on the chart. That is what prompted me to post.
Thanks.
I will go through again to make sure I was not doing something wrong, but in the Regression video, I could not get the best fit line to come up on the chart. That is what prompted me to post.
Thanks.
Re: Advanced Excel for Data Analysis--newer version?
Apologies, you are correct.
We did not include 2007 version for Regression.
This is covered in 2007 version in the Charting class, and is further expanded.
Apologies for confusion and inconvenience.
Apologies, you are correct.
We did not include 2007 version for Regression.
This is covered in 2007 version in the Charting class, and is further expanded.
Apologies for confusion and inconvenience.
Re: Advanced Excel for Data Analysis--newer version?
I find these courses to be very informative--and I recommend them with a caveat... it sure would be helpful for them to be taught in a current version. I am having a similar problem with the "Macros" section. Is there any plan to re-record? There are others in my company that would benefit... Read More
I find these courses to be very informative--and I recommend them with a caveat... it sure would be helpful for them to be taught in a current version. I am having a similar problem with the "Macros" section. Is there any plan to re-record? There are others in my company that would benefit... Read More
Re: Advanced Excel for Data Analysis--newer version?
We're glad to hear you like our courses. We are planning to have them all in the new version of excel, but unfortunately they are not ready yet. The good news is that almost everything is exactly the same, in terms of keystrokes. We have a course on transitioning from Excel 2003 to Excel 2007 and ... Read More
We're glad to hear you like our courses. We are planning to have them all in the new version of excel, but unfortunately they are not ready yet. The good news is that almost everything is exactly the same, in terms of keystrokes. We have a course on transitioning from Excel 2003 to Excel 2007 and ... Read More
Re: Modeling Questions for Mature Company
Thank you, I appreciate your feedback. I am finding the class very helpful in my analysis and look forward to investigating some of the online offerings. I will also stay tuned for any of your other course offerings in Chicago.
Thank you, I appreciate your feedback. I am finding the class very helpful in my analysis and look forward to investigating some of the online offerings. I will also stay tuned for any of your other course offerings in Chicago.
1) Yes, generally, the debt is assumed or refinanced and as such, only the Equity portion is financed (ie 50/50). 2) Always use normalized figures; please clarify your question. 3) Tax rate is usually the marginal statutory tax rate, correct. 4) Similarly, interest rate would be the marginal cost... 1) Yes, generally, the debt is assumed or refinanced and as such, only the Equity portion is financed (ie 50/50).
2) Always use normalized figures; please clarify your question.
3) Tax rate is usually the marginal statutory tax rate, correct.
4) Similarly, interest rate would be the marginal cost of new debt for the acquisition; for simplicity, use current weighted average YTM of acquiror's debt, unless other information is available; per our complex M&A models, we estimate and split into specific tranches and types of debt with associated interest rates.
5) Correct, A/D is an accrual analysis. for Cash EPS A/D, one would make adjustments to EPS. Pre-FASB 141/142, this was generally done for goodwill amortization; nothing else is material enough to impact.
6) Relevant for companies with a lot of hard assets (manufacturers with PPE & inventory, etc); else it's not all that relevant, especially for service based businesses. However, for other businesses, like pharma, PPA is important for intangibles (but that's not FMV step-up related).
7) In our Complex M&A class, and even our Simple Merger Model (and Intermediate) we do include fees in Sources & Uses of funds. A/D is a back-of-the-envelope analysis for quick & dirty; we usually say A/D analysis captures 90% of the "final" answer; our Simple Merger Model captures 95%; our Intermediate Merger Model captures 97%; and our super-complex one captures 99% (of course, garbage in, garbage out applies). Read More