You are here: Home » the Blog » How to Search for Opportunities » Keeping Up With Your Businesses

Keeping Up With Your Businesses

By Joe Ponzio on March 10, 2008  |  23 comments

I have to admit — going to the EDGAR database every day to look for new filings is not one of my favorite tasks. When engaged in workouts, I find myself checking EDGAR multiple times a day to see if there is anything upsetting my applecart. Then there's the issue of, "I bought this business and I want to stay on top of it, but I can't check all my businesses every day — I'll never have time to find new ones!"

So, I put my web designer to the test. The result? Sit back, put your feet up, and let your companies come to you.

Introducing the EDGAR Filing Feed

The F Wall Street RSS for EDGAR Filings (accessible at any time from the left menu) allow you to subscribe to any company's or individual's filings with the SEC. Obviously, the company or person in question must be a SEC filer — a public, reporting company, an executive/insider, etc.

What this means: Rather than checking the EDGAR database for filings and updates, this tool will allow you to be automatically notified when new forms are filed. Insiders selling? You'll know when the SEC does. Something upsetting the applecart? Be informed before reporters have time to write (and break) the story.

Fancy. But how does it work?

This tool pulls the data directly from the EDGAR database and creates an RSS feed. By subscribing to that feed, you'll be notified when new forms and filings appear on the EDGAR system. You'll be looking at the same information; it's just presented differently. Rather than just being there for you to find, filings and updates are sent to you.

I don't use RSS. Should I start using this free, timesaving gift from the technology gods?

Obviously, I like RSS. You should get to know it — it's the future of information dissemination. It's free; it's fast; it's convenient. Here's a free YouTube tutorial on using RSS.

I currently subscribe to about 40 RSS feeds. Rather than going to each of those 40 websites and reading the news/articles, I sit back and let them come directly to my Outlook. Right now, I have 2,200 news pieces on possible workouts that I have to go through. Don't want to read them? Delete All.

Best of all: It's free, and you can unsubscribe to any feed at any time.

Let me know what you think about the RSS for EDGAR Filings. Enjoy!

Written by Joe Ponzio on March 10, 2008

Joe Ponzio is the managing partner of the Ponzio Investors Funds and owner of Ponzio Capital Inc, a registered investment advisory and deep value portfolio management firm. The author of F Wall Street (the book and the website), his articles have appeared in hundreds of financial media, including Financial Planning Magazine, CNBC.com, Yahoo! Finance, and Reuters. He has appeared numerous times nationally on both radio and television, and has presented at universities and seminars across the United States.

Read more articles like this online at www.fwallstreet.com.
To learn more about Joe's portfolio management services, visit www.ponziocapital.com.
The Discussion
Casey M.' gravatar

Casey M.
Mar 10th, 2008
26 comments

SWEET.
Bryan' gravatar

Bryan
Mar 10th, 2008
1 comment

Great work! Very useful. You should charge for it!
Howard' gravatar

Howard
Mar 10th, 2008
18 comments

As usual, you rock! Thanks once again! This is very very cool.
Boring Market' gravatar

Boring Market
Mar 10th, 2008
2 comments

Genius. Thanks for innovating.
I hope you all enjoy it. I am loving this new feature.
Stephen' gravatar

Stephen
Mar 10th, 2008
4 comments

Love the RSS feeds, very sweet. I was watching Apollo take over Huntsman, the feed just told me, it could be getting interesting.... (FD: I am just watching, I've got no money in the deal).
Night' gravatar

Night
Mar 10th, 2008
72 comments

great idea! thanks a ton, Joe.
ME Williams' gravatar

ME Williams
Mar 10th, 2008
3 comments

RSS Feeds are the best way to keep track of new information. Try google reader and you can access your RSS feeds from any machine by logging on with your google account.
Nick' gravatar

Nick
Mar 10th, 2008

Way to go Joe. Much appreciated.

Mike' gravatar

Mike
Mar 10th, 2008

Awesome, I have always wanted something like this.

Thanks Joe!
Adam S.' gravatar

Adam S.
Mar 11th, 2008

I only had a minute or two to play around with this and am still learning the basics of the RSS feed.

However, is there a way to show the date next to each of the forms that have been filed?
Adam,

The date is on there and correct; the time is not correct yet (they all show midnight). If it is not showing up properly, it may be that your RSS reader that is getting it wrong. What reader are you using?
Jason' gravatar

Jason
Mar 11th, 2008
3 comments

Does anyone have a specific pick for an RSS Reader? I currently use Google Reader since I can access it from anywhere!
George' gravatar

George
Mar 11th, 2008
7 comments

Joe, thank you for making this great resource available. I shared it with my readers this morning at http://www.fatpitchfinanc...

I must say that I'm impressed with the work of your web designer. I'm curious as to how the EDGAR RSS generator works. If you or your tech guy ever have a chance, I'd love to learn a bit more about your code. I'm always playing around with these type of "investor" hacks. Feel free to email me.

Jason, I also use Google Reader and find it very useful.
Dan' gravatar

Dan
Mar 12th, 2008
36 comments

Hi Joe - just curious...what specific applecarts are you checking on nowadays? ;-)
Adam S.' gravatar

Adam S.
Mar 12th, 2008

I'm just using my Firefox browser...not sure if I have installed a RSS reader or not?

Do I have to actually subscribe to the feed first before I can see the date?

Here is what I see:

EDGAR Filings for COVENTRY HEALTH CARE INC


EDGAR Filings straight from the SEC, free from Joe Ponzio's F Wall Street


Form 4
Statement of changes in beneficial ownership of securitiesAcc-no: 0001320086-08-000005
Form 4
Statement of changes in beneficial ownership of securitiesAcc-no: 0001335624-08-000001
Jason: I like reading the feeds in my Outlook 2007. Then again, I'm in front of the computer all day. I used Google for a while - nice, but I wasn't crazy about it. It is also very god with the dates, showing the authors, etc. In my opinion, Outlook is the most robust reader I've tried; then again, I've only tried a few.

George: I sent you an e-mail this morning. Thanks for the nice write up! Hope you enjoy the service.

Dan: I'm trying to catch up on more than 2,000 articles from Yahoo!'s Merger & Arbitrage Feed. Mostly fluff (and a garbage feed). I'll let you guys know when I know.

Adam: The actual feed address (in this case, (http://www.fwallstreet.com/0001054833/edgar.xml) is an XML document which is then usually read by an RSS reader. You can subscribe to a free reader (e.g., Google Reader) or have it come to your Outlook. Some people can even have it appear on their home page when they get online.

In Firefox, when you go directly to the feed, you won't see the date. I don't know why they do that. Take a look at Google Reader (it's free). Sign up, add the address to your subscriptions, and watch the news come to you.

Google's Reader isn't perfect because it displays the date the documents were retrieved (i.e., today if you sign up today). Hovering over that date, you can see when they were filed. Still, you can access it from any computer with an internet connection.

Or, if you have Outlook, you can subscribe through there. As I mentioned to Jason, this is my favorite way to read feeds.

Hope that helps!
alex mackinnon' gravatar

alex mackinnon
Mar 13th, 2008
3 comments

A work of art!
jans' gravatar

jans
Mar 14th, 2008
2 comments

Hi there. I just discovered a really neat website called tickerspy.com.
It's kind of like Stockpickr.
Dan' gravatar

Dan
Mar 15th, 2008
36 comments

Hey Joe - I'm curious what you think about the CCU workout. *Everything* seems to be in place for this to close this month. And there's still that 8% spread.
Dan,

I have to look at it a bit more, and I definitely will!
Tom Elliott' gravatar

Tom Elliott
Mar 18th, 2009
1 comment

Did the link to your feed creator die? This link:
http://www.fwallstreet.co...

Is "Ooops. Page Not Found." at the moment.

Great idea- I hope the SEC gets this set up on its own site asap too.
Amit' gravatar

Amit
Jun 22nd, 2009

Awesome post, I cant believe I missed this one.. priceless
thanks Joe, I guess its time for me to embrace this technology.

Saves you time, so you can be human again (must be tiring to have gone through 500 annuals
Join The Discussion

Your Name
Feb 9th, 2010

Remember me on this computer
To help keep the F Wall Street website free from comment spam, we require that you have javascript enabled to post a comment. Please turn on javascript and refresh this page to load the comment form.

Joe Ponzio's F Wall Street

Submitting Your Comment

Please wait while your comment is submitted. (It may take a moment.) Comments on F Wall Street are moderated which means that your comment will appear only after it has been reviewed by Joe. Comments are typically reviewed and approved (or denied) quickly, except between 11:30PM and 5:00AM (CST) – Joe has to sleep some time!

Joe Ponzio's F Wall Street

Thank You For Participating!

Thank you for participating on F Wall Street. Once your comment has been approved, it will appear here. While waiting, check out some other articles on the blog or click here to return to the article.

» Buy F Wall Street at Amazon.com

Excel 2007|Excel 2003
(ZIP, 168kb) (ZIP, 138kb)

Search F Wall Street

Powered by Google

Subscribe to F Wall Street

E-mail or RSS updates. And it's free!

Enter your e-mail address below

Sun @ 1:14AM | View comment
mike said,

ROIC is not based on earnings. it's just EBIT * (1-t) / invested capital. The flaw with ROIC...
What The Heck Is CROIC?

Thu @ 8:00AM | View comment
Cale Smith said,

New Ponzio Capital site looks great, Joe, and good to see you back posting!
BreitBurn Energy: Playing the Commodities Crash

Wed @ 5:50PM | View comment
kalidasa said,

in correction to an earlier post, it is Sham Gad(www.gadcapital.com) or www.shamgad.blogspot.com
Hedge Funds and the Early Buffett Partnership

Tue @ 3:29PM | View comment
Joe Ponzio said,

I think it got overheated. I still feel like it's a good long-term holding (if the buy price is right)....
Is Nutrisystem Healthy?

Tue @ 2:48PM | View comment
Nutrisystem Coupon said,

Dude, what happened to this stock? You would think in January this stock would be jumping through the roof...
Is Nutrisystem Healthy?