tag:blogger.com,1999:blog-28360876.post2953189949357724679..comments2023-10-26T11:34:14.369-04:00Comments on MFI Diary: Top 200 List 1/24/17 *DRAFT*Marsh_Gerdahttp://www.blogger.com/profile/01375422931807610092noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-28360876.post-49730654119762189012017-01-25T05:05:45.323-05:002017-01-25T05:05:45.323-05:00good questions. I have studied that in the past t...good questions. I have studied that in the past to see if there is seasonality in when you start. I have not seen it in the data. I have month by month tracking portfolios and you'll see you do not do better say starting at march 1st rather than February 1st.<br /> (<br />I do primarily rely on the official website. I occasionally create my own list (which maps closely with official list) to see if any interesting ideas. Of my 8 tranches of five stocks I invest in, perhaps one or two might not be from official list (ATHM is only one right now). Also, I like to create my own list in event the official website is taken down someday.Marsh_Gerdahttps://www.blogger.com/profile/01375422931807610092noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-59345816649051894602017-01-24T20:39:53.789-05:002017-01-24T20:39:53.789-05:00Hi. Very happy I found your blog. I am going to ...Hi. Very happy I found your blog. I am going to launch my own Magic Formula investment effort and am still researching. I have a question for you though. Shouldn't you wait for companies to issue their 12/31/16 10Q before figuring out what to do with your February tranche? Otherwise, I think you will largely be relying upon 9/31/16 10Q data. Also, why do you think Zach's screen instead of magicformula.com? Thanks in advance for your answers. Bethesdainvestorhttps://www.blogger.com/profile/05239188574414722481noreply@blogger.com