earnings_estimates 0.0.5 → 0.0.6

Sign up to get free protection for your applications and to get access to all the features.
data/README.rdoc CHANGED
@@ -1,6 +1,6 @@
1
1
  = earnings_estimates
2
2
 
3
- Description goes here.
3
+ The goal of this gem is to retrieve analyst earnings estimates for a given security and perform analysis on them. The theory is that companies that consistently beat earnings estimates and have upward earnings revisions will consistently outperform the market.
4
4
 
5
5
  == Note on Patches/Pull Requests
6
6
 
data/VERSION CHANGED
@@ -1 +1 @@
1
- 0.0.5
1
+ 0.0.6
@@ -0,0 +1,152 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
5
+
6
+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
7
+ <head>
8
+ <title>Class: Array</title>
9
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
10
+ <meta http-equiv="Content-Script-Type" content="text/javascript" />
11
+ <link rel="stylesheet" href=".././rdoc-style.css" type="text/css" media="screen" />
12
+ <script type="text/javascript">
13
+ // <![CDATA[
14
+
15
+ function popupCode( url ) {
16
+ window.open(url, "Code", "resizable=yes,scrollbars=yes,toolbar=no,status=no,height=150,width=400")
17
+ }
18
+
19
+ function toggleCode( id ) {
20
+ if ( document.getElementById )
21
+ elem = document.getElementById( id );
22
+ else if ( document.all )
23
+ elem = eval( "document.all." + id );
24
+ else
25
+ return false;
26
+
27
+ elemStyle = elem.style;
28
+
29
+ if ( elemStyle.display != "block" ) {
30
+ elemStyle.display = "block"
31
+ } else {
32
+ elemStyle.display = "none"
33
+ }
34
+
35
+ return true;
36
+ }
37
+
38
+ // Make codeblocks hidden by default
39
+ document.writeln( "<style type=\"text/css\">div.method-source-code { display: none }</style>" )
40
+
41
+ // ]]>
42
+ </script>
43
+
44
+ </head>
45
+ <body>
46
+
47
+
48
+
49
+ <div id="classHeader">
50
+ <table class="header-table">
51
+ <tr class="top-aligned-row">
52
+ <td><strong>Class</strong></td>
53
+ <td class="class-name-in-header">Array</td>
54
+ </tr>
55
+ <tr class="top-aligned-row">
56
+ <td><strong>In:</strong></td>
57
+ <td>
58
+ <a href="../files/lib/array_extensions_rb.html">
59
+ lib/array_extensions.rb
60
+ </a>
61
+ <br />
62
+ </td>
63
+ </tr>
64
+
65
+ <tr class="top-aligned-row">
66
+ <td><strong>Parent:</strong></td>
67
+ <td>
68
+ Object
69
+ </td>
70
+ </tr>
71
+ </table>
72
+ </div>
73
+ <!-- banner header -->
74
+
75
+ <div id="bodyContent">
76
+
77
+
78
+
79
+ <div id="contextContent">
80
+
81
+
82
+
83
+ </div>
84
+
85
+ <div id="method-list">
86
+ <h3 class="section-bar">Methods</h3>
87
+
88
+ <div class="name-list">
89
+ <a href="#M000002">average</a>&nbsp;&nbsp;
90
+ <a href="#M000001">sum</a>&nbsp;&nbsp;
91
+ </div>
92
+ </div>
93
+
94
+ </div>
95
+
96
+
97
+ <!-- if includes -->
98
+
99
+ <div id="section">
100
+
101
+
102
+
103
+
104
+
105
+
106
+
107
+
108
+ <!-- if method_list -->
109
+ <div id="methods">
110
+ <h3 class="section-bar">Public Instance methods</h3>
111
+
112
+ <div id="method-M000002" class="method-detail">
113
+ <a name="M000002"></a>
114
+
115
+ <div class="method-heading">
116
+ <a href="Array.src/M000002.html" target="Code" class="method-signature"
117
+ onclick="popupCode('Array.src/M000002.html');return false;">
118
+ <span class="method-name">average</span><span class="method-args">()</span>
119
+ </a>
120
+ </div>
121
+
122
+ <div class="method-description">
123
+ </div>
124
+ </div>
125
+
126
+ <div id="method-M000001" class="method-detail">
127
+ <a name="M000001"></a>
128
+
129
+ <div class="method-heading">
130
+ <a href="Array.src/M000001.html" target="Code" class="method-signature"
131
+ onclick="popupCode('Array.src/M000001.html');return false;">
132
+ <span class="method-name">sum</span><span class="method-args">()</span>
133
+ </a>
134
+ </div>
135
+
136
+ <div class="method-description">
137
+ </div>
138
+ </div>
139
+
140
+
141
+ </div>
142
+
143
+
144
+ </div>
145
+
146
+
147
+ <div id="validator-badges">
148
+ <p><small><a href="http://validator.w3.org/check/referer">[Validate]</a></small></p>
149
+ </div>
150
+
151
+ </body>
152
+ </html>
@@ -0,0 +1,18 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
5
+
6
+ <html>
7
+ <head>
8
+ <title>sum (Array)</title>
9
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
10
+ <link rel="stylesheet" href="../.././rdoc-style.css" type="text/css" media="screen" />
11
+ </head>
12
+ <body class="standalone-code">
13
+ <pre><span class="ruby-comment cmt"># File lib/array_extensions.rb, line 2</span>
14
+ <span class="ruby-keyword kw">def</span> <span class="ruby-identifier">sum</span>
15
+ <span class="ruby-keyword kw">self</span>.<span class="ruby-identifier">inject</span>(<span class="ruby-value">0</span>) {<span class="ruby-operator">|</span><span class="ruby-identifier">accum</span>, <span class="ruby-identifier">c</span><span class="ruby-operator">|</span> <span class="ruby-identifier">accum</span> <span class="ruby-operator">+</span> <span class="ruby-identifier">c</span>.<span class="ruby-identifier">to_f</span> }
16
+ <span class="ruby-keyword kw">end</span></pre>
17
+ </body>
18
+ </html>
@@ -0,0 +1,18 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
5
+
6
+ <html>
7
+ <head>
8
+ <title>average (Array)</title>
9
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
10
+ <link rel="stylesheet" href="../.././rdoc-style.css" type="text/css" media="screen" />
11
+ </head>
12
+ <body class="standalone-code">
13
+ <pre><span class="ruby-comment cmt"># File lib/array_extensions.rb, line 6</span>
14
+ <span class="ruby-keyword kw">def</span> <span class="ruby-identifier">average</span>
15
+ <span class="ruby-keyword kw">self</span>.<span class="ruby-identifier">sum</span>.<span class="ruby-identifier">to_f</span> <span class="ruby-operator">/</span> <span class="ruby-keyword kw">self</span>.<span class="ruby-identifier">size</span>
16
+ <span class="ruby-keyword kw">end</span></pre>
17
+ </body>
18
+ </html>
@@ -0,0 +1,245 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
5
+
6
+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
7
+ <head>
8
+ <title>Class: EarningsEstimates</title>
9
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
10
+ <meta http-equiv="Content-Script-Type" content="text/javascript" />
11
+ <link rel="stylesheet" href=".././rdoc-style.css" type="text/css" media="screen" />
12
+ <script type="text/javascript">
13
+ // <![CDATA[
14
+
15
+ function popupCode( url ) {
16
+ window.open(url, "Code", "resizable=yes,scrollbars=yes,toolbar=no,status=no,height=150,width=400")
17
+ }
18
+
19
+ function toggleCode( id ) {
20
+ if ( document.getElementById )
21
+ elem = document.getElementById( id );
22
+ else if ( document.all )
23
+ elem = eval( "document.all." + id );
24
+ else
25
+ return false;
26
+
27
+ elemStyle = elem.style;
28
+
29
+ if ( elemStyle.display != "block" ) {
30
+ elemStyle.display = "block"
31
+ } else {
32
+ elemStyle.display = "none"
33
+ }
34
+
35
+ return true;
36
+ }
37
+
38
+ // Make codeblocks hidden by default
39
+ document.writeln( "<style type=\"text/css\">div.method-source-code { display: none }</style>" )
40
+
41
+ // ]]>
42
+ </script>
43
+
44
+ </head>
45
+ <body>
46
+
47
+
48
+
49
+ <div id="classHeader">
50
+ <table class="header-table">
51
+ <tr class="top-aligned-row">
52
+ <td><strong>Class</strong></td>
53
+ <td class="class-name-in-header">EarningsEstimates</td>
54
+ </tr>
55
+ <tr class="top-aligned-row">
56
+ <td><strong>In:</strong></td>
57
+ <td>
58
+ <a href="../files/lib/earnings_estimates_rb.html">
59
+ lib/earnings_estimates.rb
60
+ </a>
61
+ <br />
62
+ </td>
63
+ </tr>
64
+
65
+ <tr class="top-aligned-row">
66
+ <td><strong>Parent:</strong></td>
67
+ <td>
68
+ Object
69
+ </td>
70
+ </tr>
71
+ </table>
72
+ </div>
73
+ <!-- banner header -->
74
+
75
+ <div id="bodyContent">
76
+
77
+
78
+
79
+ <div id="contextContent">
80
+
81
+
82
+
83
+ </div>
84
+
85
+ <div id="method-list">
86
+ <h3 class="section-bar">Methods</h3>
87
+
88
+ <div class="name-list">
89
+ <a href="#M000004">analyze</a>&nbsp;&nbsp;
90
+ <a href="#M000005">fetch_earnings_data</a>&nbsp;&nbsp;
91
+ <a href="#M000003">new</a>&nbsp;&nbsp;
92
+ </div>
93
+ </div>
94
+
95
+ </div>
96
+
97
+
98
+ <!-- if includes -->
99
+
100
+ <div id="section">
101
+
102
+
103
+ <div id="constants-list">
104
+ <h3 class="section-bar">Constants</h3>
105
+
106
+ <div class="name-list">
107
+ <table summary="Constants">
108
+ <tr class="top-aligned-row context-row">
109
+ <td class="context-item-name">MAX_REVISION_SCORE</td>
110
+ <td>=</td>
111
+ <td class="context-item-value">4</td>
112
+ </tr>
113
+ </table>
114
+ </div>
115
+ </div>
116
+
117
+
118
+
119
+ <div id="attribute-list">
120
+ <h3 class="section-bar">Attributes</h3>
121
+
122
+ <div class="name-list">
123
+ <table>
124
+ <tr class="top-aligned-row context-row">
125
+ <td class="context-item-name">analysis</td>
126
+ <td class="context-item-value">&nbsp;[RW]&nbsp;</td>
127
+ <td class="context-item-desc">
128
+ Potentially useful URLs <a
129
+ href="http://finance.yahoo.com/q/ae?s=YHOO">finance.yahoo.com/q/ae?s=YHOO</a>
130
+ <a
131
+ href="http://biz.yahoo.com/a/ba/a11.html">biz.yahoo.com/a/ba/a11.html</a>
132
+ <a
133
+ href="http://www.zacks.com/research/earnings/today_eps.php">www.zacks.com/research/earnings/today_eps.php</a>
134
+ TODO: Get market cap TODO: Analyze with # of analysts covering TODO: Figure
135
+ out which metrics most closely follow price increase TODO: Analyze spread
136
+ between high and low estimate
137
+
138
+ </td>
139
+ </tr>
140
+ <tr class="top-aligned-row context-row">
141
+ <td class="context-item-name">estimates</td>
142
+ <td class="context-item-value">&nbsp;[RW]&nbsp;</td>
143
+ <td class="context-item-desc">
144
+ Potentially useful URLs <a
145
+ href="http://finance.yahoo.com/q/ae?s=YHOO">finance.yahoo.com/q/ae?s=YHOO</a>
146
+ <a
147
+ href="http://biz.yahoo.com/a/ba/a11.html">biz.yahoo.com/a/ba/a11.html</a>
148
+ <a
149
+ href="http://www.zacks.com/research/earnings/today_eps.php">www.zacks.com/research/earnings/today_eps.php</a>
150
+ TODO: Get market cap TODO: Analyze with # of analysts covering TODO: Figure
151
+ out which metrics most closely follow price increase TODO: Analyze spread
152
+ between high and low estimate
153
+
154
+ </td>
155
+ </tr>
156
+ <tr class="top-aligned-row context-row">
157
+ <td class="context-item-name">ticker</td>
158
+ <td class="context-item-value">&nbsp;[RW]&nbsp;</td>
159
+ <td class="context-item-desc">
160
+ Potentially useful URLs <a
161
+ href="http://finance.yahoo.com/q/ae?s=YHOO">finance.yahoo.com/q/ae?s=YHOO</a>
162
+ <a
163
+ href="http://biz.yahoo.com/a/ba/a11.html">biz.yahoo.com/a/ba/a11.html</a>
164
+ <a
165
+ href="http://www.zacks.com/research/earnings/today_eps.php">www.zacks.com/research/earnings/today_eps.php</a>
166
+ TODO: Get market cap TODO: Analyze with # of analysts covering TODO: Figure
167
+ out which metrics most closely follow price increase TODO: Analyze spread
168
+ between high and low estimate
169
+
170
+ </td>
171
+ </tr>
172
+ </table>
173
+ </div>
174
+ </div>
175
+
176
+
177
+
178
+ <!-- if method_list -->
179
+ <div id="methods">
180
+ <h3 class="section-bar">Public Class methods</h3>
181
+
182
+ <div id="method-M000003" class="method-detail">
183
+ <a name="M000003"></a>
184
+
185
+ <div class="method-heading">
186
+ <a href="EarningsEstimates.src/M000003.html" target="Code" class="method-signature"
187
+ onclick="popupCode('EarningsEstimates.src/M000003.html');return false;">
188
+ <span class="method-name">new</span><span class="method-args">(ticker)</span>
189
+ </a>
190
+ </div>
191
+
192
+ <div class="method-description">
193
+ </div>
194
+ </div>
195
+
196
+ <h3 class="section-bar">Public Instance methods</h3>
197
+
198
+ <div id="method-M000004" class="method-detail">
199
+ <a name="M000004"></a>
200
+
201
+ <div class="method-heading">
202
+ <a href="EarningsEstimates.src/M000004.html" target="Code" class="method-signature"
203
+ onclick="popupCode('EarningsEstimates.src/M000004.html');return false;">
204
+ <span class="method-name">analyze</span><span class="method-args">()</span>
205
+ </a>
206
+ </div>
207
+
208
+ <div class="method-description">
209
+ <p>
210
+ Analyzes earnings data and gives the security a score.
211
+ </p>
212
+ </div>
213
+ </div>
214
+
215
+ <div id="method-M000005" class="method-detail">
216
+ <a name="M000005"></a>
217
+
218
+ <div class="method-heading">
219
+ <a href="EarningsEstimates.src/M000005.html" target="Code" class="method-signature"
220
+ onclick="popupCode('EarningsEstimates.src/M000005.html');return false;">
221
+ <span class="method-name">fetch_earnings_data</span><span class="method-args">()</span>
222
+ </a>
223
+ </div>
224
+
225
+ <div class="method-description">
226
+ <p>
227
+ Retrieves earnings data. Current source is MSN Money. Result is stored in
228
+ @estimates.
229
+ </p>
230
+ </div>
231
+ </div>
232
+
233
+
234
+ </div>
235
+
236
+
237
+ </div>
238
+
239
+
240
+ <div id="validator-badges">
241
+ <p><small><a href="http://validator.w3.org/check/referer">[Validate]</a></small></p>
242
+ </div>
243
+
244
+ </body>
245
+ </html>
@@ -0,0 +1,20 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
5
+
6
+ <html>
7
+ <head>
8
+ <title>new (EarningsEstimates)</title>
9
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
10
+ <link rel="stylesheet" href="../.././rdoc-style.css" type="text/css" media="screen" />
11
+ </head>
12
+ <body class="standalone-code">
13
+ <pre><span class="ruby-comment cmt"># File lib/earnings_estimates.rb, line 20</span>
14
+ <span class="ruby-keyword kw">def</span> <span class="ruby-identifier">initialize</span>(<span class="ruby-identifier">ticker</span>)
15
+ <span class="ruby-ivar">@ticker</span> = <span class="ruby-identifier">ticker</span>
16
+ <span class="ruby-ivar">@estimates</span> = {}
17
+ <span class="ruby-ivar">@analysis</span> = {}
18
+ <span class="ruby-keyword kw">end</span></pre>
19
+ </body>
20
+ </html>
@@ -0,0 +1,33 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
5
+
6
+ <html>
7
+ <head>
8
+ <title>analyze (EarningsEstimates)</title>
9
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
10
+ <link rel="stylesheet" href="../.././rdoc-style.css" type="text/css" media="screen" />
11
+ </head>
12
+ <body class="standalone-code">
13
+ <pre><span class="ruby-comment cmt"># File lib/earnings_estimates.rb, line 27</span>
14
+ <span class="ruby-keyword kw">def</span> <span class="ruby-identifier">analyze</span>
15
+ <span class="ruby-comment cmt">#Score is based on:</span>
16
+ <span class="ruby-comment cmt"># % of times beating estimates</span>
17
+ <span class="ruby-comment cmt"># % by which estimates were beat</span>
18
+ <span class="ruby-comment cmt"># Bonus for upward revisions:</span>
19
+ <span class="ruby-comment cmt"># 4 points for 7 days</span>
20
+ <span class="ruby-comment cmt"># 3 points for 30 days</span>
21
+ <span class="ruby-comment cmt"># 2 points for 60 days</span>
22
+ <span class="ruby-comment cmt"># 1 point for 90 days</span>
23
+ <span class="ruby-comment cmt"># Max score is 40</span>
24
+ <span class="ruby-identifier">percentages</span> = <span class="ruby-identifier">percentages_to_f</span>
25
+ <span class="ruby-ivar">@analysis</span> = {
26
+ <span class="ruby-identifier">:average_beating_percentage</span> =<span class="ruby-operator">&gt;</span> <span class="ruby-identifier">average_percent_beating</span>(<span class="ruby-identifier">percentages</span>),
27
+ <span class="ruby-identifier">:beats</span> =<span class="ruby-operator">&gt;</span> <span class="ruby-identifier">times_beating_estimates</span>(<span class="ruby-identifier">percentages</span>),
28
+ <span class="ruby-identifier">:revision_points</span> =<span class="ruby-operator">&gt;</span> <span class="ruby-identifier">revision_score</span>,
29
+ <span class="ruby-identifier">:recently_revised</span> =<span class="ruby-operator">&gt;</span> <span class="ruby-identifier">nearest_quarters_upward_revised_recently?</span>
30
+ }
31
+ <span class="ruby-keyword kw">end</span></pre>
32
+ </body>
33
+ </html>
@@ -0,0 +1,24 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
5
+
6
+ <html>
7
+ <head>
8
+ <title>fetch_earnings_data (EarningsEstimates)</title>
9
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
10
+ <link rel="stylesheet" href="../.././rdoc-style.css" type="text/css" media="screen" />
11
+ </head>
12
+ <body class="standalone-code">
13
+ <pre><span class="ruby-comment cmt"># File lib/earnings_estimates.rb, line 47</span>
14
+ <span class="ruby-keyword kw">def</span> <span class="ruby-identifier">fetch_earnings_data</span>
15
+ <span class="ruby-identifier">threads</span> = []
16
+ <span class="ruby-identifier">analysts_covering</span>, <span class="ruby-identifier">earnings_surprise</span>, <span class="ruby-identifier">eps_trend</span> = <span class="ruby-keyword kw">nil</span>, <span class="ruby-keyword kw">nil</span>, <span class="ruby-keyword kw">nil</span>
17
+ <span class="ruby-identifier">threads</span> <span class="ruby-operator">&lt;&lt;</span> <span class="ruby-constant">Thread</span>.<span class="ruby-identifier">new</span> { <span class="ruby-identifier">analysts_covering</span> = <span class="ruby-identifier">parse_earnings_table</span>(<span class="ruby-node">&quot;http://moneycentral.msn.com/investor/invsub/analyst/earnest.asp?Symbol=#{@ticker}&quot;</span>) }
18
+ <span class="ruby-identifier">threads</span> <span class="ruby-operator">&lt;&lt;</span> <span class="ruby-constant">Thread</span>.<span class="ruby-identifier">new</span> { <span class="ruby-identifier">earnings_surprise</span> = <span class="ruby-identifier">parse_earnings_table</span>(<span class="ruby-node">&quot;http://moneycentral.msn.com/investor/invsub/analyst/earnest.asp?Page=EarningsSurprise&amp;Symbol=#{@ticker}&quot;</span>) }
19
+ <span class="ruby-identifier">threads</span> <span class="ruby-operator">&lt;&lt;</span> <span class="ruby-constant">Thread</span>.<span class="ruby-identifier">new</span> { <span class="ruby-identifier">eps_trend</span> = <span class="ruby-identifier">parse_earnings_table</span>(<span class="ruby-node">&quot;http://moneycentral.msn.com/investor/invsub/analyst/earnest.asp?Page=ConsensusEPSTrend&amp;Symbol=#{@ticker}&quot;</span>) }
20
+ <span class="ruby-identifier">threads</span>.<span class="ruby-identifier">each</span> { <span class="ruby-operator">|</span><span class="ruby-identifier">t</span><span class="ruby-operator">|</span> <span class="ruby-identifier">t</span>.<span class="ruby-identifier">join</span> }
21
+ <span class="ruby-ivar">@estimates</span>[<span class="ruby-identifier">:analysts_covering</span>], <span class="ruby-ivar">@estimates</span>[<span class="ruby-identifier">:earnings_surprise</span>], <span class="ruby-ivar">@estimates</span>[<span class="ruby-identifier">:eps_trend</span>] = <span class="ruby-identifier">analysts_covering</span>, <span class="ruby-identifier">earnings_surprise</span>, <span class="ruby-identifier">eps_trend</span>
22
+ <span class="ruby-keyword kw">end</span></pre>
23
+ </body>
24
+ </html>
data/doc/created.rid ADDED
@@ -0,0 +1 @@
1
+ Thu, 22 Apr 2010 17:49:15 -0600
@@ -0,0 +1,101 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
5
+
6
+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
7
+ <head>
8
+ <title>File: array_extensions.rb</title>
9
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
10
+ <meta http-equiv="Content-Script-Type" content="text/javascript" />
11
+ <link rel="stylesheet" href="../.././rdoc-style.css" type="text/css" media="screen" />
12
+ <script type="text/javascript">
13
+ // <![CDATA[
14
+
15
+ function popupCode( url ) {
16
+ window.open(url, "Code", "resizable=yes,scrollbars=yes,toolbar=no,status=no,height=150,width=400")
17
+ }
18
+
19
+ function toggleCode( id ) {
20
+ if ( document.getElementById )
21
+ elem = document.getElementById( id );
22
+ else if ( document.all )
23
+ elem = eval( "document.all." + id );
24
+ else
25
+ return false;
26
+
27
+ elemStyle = elem.style;
28
+
29
+ if ( elemStyle.display != "block" ) {
30
+ elemStyle.display = "block"
31
+ } else {
32
+ elemStyle.display = "none"
33
+ }
34
+
35
+ return true;
36
+ }
37
+
38
+ // Make codeblocks hidden by default
39
+ document.writeln( "<style type=\"text/css\">div.method-source-code { display: none }</style>" )
40
+
41
+ // ]]>
42
+ </script>
43
+
44
+ </head>
45
+ <body>
46
+
47
+
48
+
49
+ <div id="fileHeader">
50
+ <h1>array_extensions.rb</h1>
51
+ <table class="header-table">
52
+ <tr class="top-aligned-row">
53
+ <td><strong>Path:</strong></td>
54
+ <td>lib/array_extensions.rb
55
+ </td>
56
+ </tr>
57
+ <tr class="top-aligned-row">
58
+ <td><strong>Last Update:</strong></td>
59
+ <td>Thu Apr 22 12:18:29 -0600 2010</td>
60
+ </tr>
61
+ </table>
62
+ </div>
63
+ <!-- banner header -->
64
+
65
+ <div id="bodyContent">
66
+
67
+
68
+
69
+ <div id="contextContent">
70
+
71
+
72
+
73
+ </div>
74
+
75
+
76
+ </div>
77
+
78
+
79
+ <!-- if includes -->
80
+
81
+ <div id="section">
82
+
83
+
84
+
85
+
86
+
87
+
88
+
89
+
90
+ <!-- if method_list -->
91
+
92
+
93
+ </div>
94
+
95
+
96
+ <div id="validator-badges">
97
+ <p><small><a href="http://validator.w3.org/check/referer">[Validate]</a></small></p>
98
+ </div>
99
+
100
+ </body>
101
+ </html>
@@ -0,0 +1,112 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
5
+
6
+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
7
+ <head>
8
+ <title>File: earnings_estimates.rb</title>
9
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
10
+ <meta http-equiv="Content-Script-Type" content="text/javascript" />
11
+ <link rel="stylesheet" href="../.././rdoc-style.css" type="text/css" media="screen" />
12
+ <script type="text/javascript">
13
+ // <![CDATA[
14
+
15
+ function popupCode( url ) {
16
+ window.open(url, "Code", "resizable=yes,scrollbars=yes,toolbar=no,status=no,height=150,width=400")
17
+ }
18
+
19
+ function toggleCode( id ) {
20
+ if ( document.getElementById )
21
+ elem = document.getElementById( id );
22
+ else if ( document.all )
23
+ elem = eval( "document.all." + id );
24
+ else
25
+ return false;
26
+
27
+ elemStyle = elem.style;
28
+
29
+ if ( elemStyle.display != "block" ) {
30
+ elemStyle.display = "block"
31
+ } else {
32
+ elemStyle.display = "none"
33
+ }
34
+
35
+ return true;
36
+ }
37
+
38
+ // Make codeblocks hidden by default
39
+ document.writeln( "<style type=\"text/css\">div.method-source-code { display: none }</style>" )
40
+
41
+ // ]]>
42
+ </script>
43
+
44
+ </head>
45
+ <body>
46
+
47
+
48
+
49
+ <div id="fileHeader">
50
+ <h1>earnings_estimates.rb</h1>
51
+ <table class="header-table">
52
+ <tr class="top-aligned-row">
53
+ <td><strong>Path:</strong></td>
54
+ <td>lib/earnings_estimates.rb
55
+ </td>
56
+ </tr>
57
+ <tr class="top-aligned-row">
58
+ <td><strong>Last Update:</strong></td>
59
+ <td>Thu Apr 22 17:46:20 -0600 2010</td>
60
+ </tr>
61
+ </table>
62
+ </div>
63
+ <!-- banner header -->
64
+
65
+ <div id="bodyContent">
66
+
67
+
68
+
69
+ <div id="contextContent">
70
+
71
+
72
+ <div id="requires-list">
73
+ <h3 class="section-bar">Required files</h3>
74
+
75
+ <div class="name-list">
76
+ rubygems&nbsp;&nbsp;
77
+ rdoc/rdoc&nbsp;&nbsp;
78
+ open-uri&nbsp;&nbsp;
79
+ nokogiri&nbsp;&nbsp;
80
+ array_extensions&nbsp;&nbsp;
81
+ </div>
82
+ </div>
83
+
84
+ </div>
85
+
86
+
87
+ </div>
88
+
89
+
90
+ <!-- if includes -->
91
+
92
+ <div id="section">
93
+
94
+
95
+
96
+
97
+
98
+
99
+
100
+
101
+ <!-- if method_list -->
102
+
103
+
104
+ </div>
105
+
106
+
107
+ <div id="validator-badges">
108
+ <p><small><a href="http://validator.w3.org/check/referer">[Validate]</a></small></p>
109
+ </div>
110
+
111
+ </body>
112
+ </html>
@@ -0,0 +1,28 @@
1
+
2
+ <?xml version="1.0" encoding="iso-8859-1"?>
3
+ <!DOCTYPE html
4
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
5
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
6
+
7
+ <!--
8
+
9
+ Classes
10
+
11
+ -->
12
+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
13
+ <head>
14
+ <title>Classes</title>
15
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
16
+ <link rel="stylesheet" href="rdoc-style.css" type="text/css" />
17
+ <base target="docwin" />
18
+ </head>
19
+ <body>
20
+ <div id="index">
21
+ <h1 class="section-bar">Classes</h1>
22
+ <div id="index-entries">
23
+ <a href="classes/Array.html">Array</a><br />
24
+ <a href="classes/EarningsEstimates.html">EarningsEstimates</a><br />
25
+ </div>
26
+ </div>
27
+ </body>
28
+ </html>
@@ -0,0 +1,28 @@
1
+
2
+ <?xml version="1.0" encoding="iso-8859-1"?>
3
+ <!DOCTYPE html
4
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
5
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
6
+
7
+ <!--
8
+
9
+ Files
10
+
11
+ -->
12
+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
13
+ <head>
14
+ <title>Files</title>
15
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
16
+ <link rel="stylesheet" href="rdoc-style.css" type="text/css" />
17
+ <base target="docwin" />
18
+ </head>
19
+ <body>
20
+ <div id="index">
21
+ <h1 class="section-bar">Files</h1>
22
+ <div id="index-entries">
23
+ <a href="files/lib/array_extensions_rb.html">lib/array_extensions.rb</a><br />
24
+ <a href="files/lib/earnings_estimates_rb.html">lib/earnings_estimates.rb</a><br />
25
+ </div>
26
+ </div>
27
+ </body>
28
+ </html>
@@ -0,0 +1,31 @@
1
+
2
+ <?xml version="1.0" encoding="iso-8859-1"?>
3
+ <!DOCTYPE html
4
+ PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
5
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
6
+
7
+ <!--
8
+
9
+ Methods
10
+
11
+ -->
12
+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
13
+ <head>
14
+ <title>Methods</title>
15
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
16
+ <link rel="stylesheet" href="rdoc-style.css" type="text/css" />
17
+ <base target="docwin" />
18
+ </head>
19
+ <body>
20
+ <div id="index">
21
+ <h1 class="section-bar">Methods</h1>
22
+ <div id="index-entries">
23
+ <a href="classes/EarningsEstimates.html#M000004">analyze (EarningsEstimates)</a><br />
24
+ <a href="classes/Array.html#M000002">average (Array)</a><br />
25
+ <a href="classes/EarningsEstimates.html#M000005">fetch_earnings_data (EarningsEstimates)</a><br />
26
+ <a href="classes/EarningsEstimates.html#M000003">new (EarningsEstimates)</a><br />
27
+ <a href="classes/Array.html#M000001">sum (Array)</a><br />
28
+ </div>
29
+ </div>
30
+ </body>
31
+ </html>
data/doc/index.html ADDED
@@ -0,0 +1,24 @@
1
+ <?xml version="1.0" encoding="iso-8859-1"?>
2
+ <!DOCTYPE html
3
+ PUBLIC "-//W3C//DTD XHTML 1.0 Frameset//EN"
4
+ "http://www.w3.org/TR/xhtml1/DTD/xhtml1-frameset.dtd">
5
+
6
+ <!--
7
+
8
+ RDoc Documentation
9
+
10
+ -->
11
+ <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
12
+ <head>
13
+ <title>RDoc Documentation</title>
14
+ <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
15
+ </head>
16
+ <frameset rows="20%, 80%">
17
+ <frameset cols="25%,35%,45%">
18
+ <frame src="fr_file_index.html" title="Files" name="Files" />
19
+ <frame src="fr_class_index.html" name="Classes" />
20
+ <frame src="fr_method_index.html" name="Methods" />
21
+ </frameset>
22
+ <frame src="files/lib/earnings_estimates_rb.html" name="docwin" />
23
+ </frameset>
24
+ </html>
@@ -0,0 +1,208 @@
1
+
2
+ body {
3
+ font-family: Verdana,Arial,Helvetica,sans-serif;
4
+ font-size: 90%;
5
+ margin: 0;
6
+ margin-left: 40px;
7
+ padding: 0;
8
+ background: white;
9
+ }
10
+
11
+ h1,h2,h3,h4 { margin: 0; color: #efefef; background: transparent; }
12
+ h1 { font-size: 150%; }
13
+ h2,h3,h4 { margin-top: 1em; }
14
+
15
+ a { background: #eef; color: #039; text-decoration: none; }
16
+ a:hover { background: #039; color: #eef; }
17
+
18
+ /* Override the base stylesheet's Anchor inside a table cell */
19
+ td > a {
20
+ background: transparent;
21
+ color: #039;
22
+ text-decoration: none;
23
+ }
24
+
25
+ /* and inside a section title */
26
+ .section-title > a {
27
+ background: transparent;
28
+ color: #eee;
29
+ text-decoration: none;
30
+ }
31
+
32
+ /* === Structural elements =================================== */
33
+
34
+ div#index {
35
+ margin: 0;
36
+ margin-left: -40px;
37
+ padding: 0;
38
+ font-size: 90%;
39
+ }
40
+
41
+
42
+ div#index a {
43
+ margin-left: 0.7em;
44
+ }
45
+
46
+ div#index .section-bar {
47
+ margin-left: 0px;
48
+ padding-left: 0.7em;
49
+ background: #ccc;
50
+ font-size: small;
51
+ }
52
+
53
+
54
+ div#classHeader, div#fileHeader {
55
+ width: auto;
56
+ color: white;
57
+ padding: 0.5em 1.5em 0.5em 1.5em;
58
+ margin: 0;
59
+ margin-left: -40px;
60
+ border-bottom: 3px solid #006;
61
+ }
62
+
63
+ div#classHeader a, div#fileHeader a {
64
+ background: inherit;
65
+ color: white;
66
+ }
67
+
68
+ div#classHeader td, div#fileHeader td {
69
+ background: inherit;
70
+ color: white;
71
+ }
72
+
73
+
74
+ div#fileHeader {
75
+ background: #057;
76
+ }
77
+
78
+ div#classHeader {
79
+ background: #048;
80
+ }
81
+
82
+
83
+ .class-name-in-header {
84
+ font-size: 180%;
85
+ font-weight: bold;
86
+ }
87
+
88
+
89
+ div#bodyContent {
90
+ padding: 0 1.5em 0 1.5em;
91
+ }
92
+
93
+ div#description {
94
+ padding: 0.5em 1.5em;
95
+ background: #efefef;
96
+ border: 1px dotted #999;
97
+ }
98
+
99
+ div#description h1,h2,h3,h4,h5,h6 {
100
+ color: #125;;
101
+ background: transparent;
102
+ }
103
+
104
+ div#validator-badges {
105
+ text-align: center;
106
+ }
107
+ div#validator-badges img { border: 0; }
108
+
109
+ div#copyright {
110
+ color: #333;
111
+ background: #efefef;
112
+ font: 0.75em sans-serif;
113
+ margin-top: 5em;
114
+ margin-bottom: 0;
115
+ padding: 0.5em 2em;
116
+ }
117
+
118
+
119
+ /* === Classes =================================== */
120
+
121
+ table.header-table {
122
+ color: white;
123
+ font-size: small;
124
+ }
125
+
126
+ .type-note {
127
+ font-size: small;
128
+ color: #DEDEDE;
129
+ }
130
+
131
+ .xxsection-bar {
132
+ background: #eee;
133
+ color: #333;
134
+ padding: 3px;
135
+ }
136
+
137
+ .section-bar {
138
+ color: #333;
139
+ border-bottom: 1px solid #999;
140
+ margin-left: -20px;
141
+ }
142
+
143
+
144
+ .section-title {
145
+ background: #79a;
146
+ color: #eee;
147
+ padding: 3px;
148
+ margin-top: 2em;
149
+ margin-left: -30px;
150
+ border: 1px solid #999;
151
+ }
152
+
153
+ .top-aligned-row { vertical-align: top }
154
+ .bottom-aligned-row { vertical-align: bottom }
155
+
156
+ /* --- Context section classes ----------------------- */
157
+
158
+ .context-row { }
159
+ .context-item-name { font-family: monospace; font-weight: bold; color: black; }
160
+ .context-item-value { font-size: small; color: #448; }
161
+ .context-item-desc { color: #333; padding-left: 2em; }
162
+
163
+ /* --- Method classes -------------------------- */
164
+ .method-detail {
165
+ background: #efefef;
166
+ padding: 0;
167
+ margin-top: 0.5em;
168
+ margin-bottom: 1em;
169
+ border: 1px dotted #ccc;
170
+ }
171
+ .method-heading {
172
+ color: black;
173
+ background: #ccc;
174
+ border-bottom: 1px solid #666;
175
+ padding: 0.2em 0.5em 0 0.5em;
176
+ }
177
+ .method-signature { color: black; background: inherit; }
178
+ .method-name { font-weight: bold; }
179
+ .method-args { font-style: italic; }
180
+ .method-description { padding: 0 0.5em 0 0.5em; }
181
+
182
+ /* --- Source code sections -------------------- */
183
+
184
+ a.source-toggle { font-size: 90%; }
185
+ div.method-source-code {
186
+ background: #262626;
187
+ color: #ffdead;
188
+ margin: 1em;
189
+ padding: 0.5em;
190
+ border: 1px dashed #999;
191
+ overflow: hidden;
192
+ }
193
+
194
+ div.method-source-code pre { color: #ffdead; overflow: hidden; }
195
+
196
+ /* --- Ruby keyword styles --------------------- */
197
+
198
+ .standalone-code { background: #221111; color: #ffdead; overflow: hidden; }
199
+
200
+ .ruby-constant { color: #7fffd4; background: transparent; }
201
+ .ruby-keyword { color: #00ffff; background: transparent; }
202
+ .ruby-ivar { color: #eedd82; background: transparent; }
203
+ .ruby-operator { color: #00ffee; background: transparent; }
204
+ .ruby-identifier { color: #ffdead; background: transparent; }
205
+ .ruby-node { color: #ffa07a; background: transparent; }
206
+ .ruby-comment { color: #b22222; font-weight: bold; background: transparent; }
207
+ .ruby-regexp { color: #ffa07a; background: transparent; }
208
+ .ruby-value { color: #7fffd4; background: transparent; }
@@ -5,11 +5,11 @@
5
5
 
6
6
  Gem::Specification.new do |s|
7
7
  s.name = %q{earnings_estimates}
8
- s.version = "0.0.5"
8
+ s.version = "0.0.6"
9
9
 
10
10
  s.required_rubygems_version = Gem::Requirement.new(">= 0") if s.respond_to? :required_rubygems_version=
11
11
  s.authors = ["Matt White"]
12
- s.date = %q{2010-04-09}
12
+ s.date = %q{2010-04-22}
13
13
  s.description = %q{Retrieves and analyzes earnings estimates for a given security.}
14
14
  s.email = %q{mattw922@gmail.com}
15
15
  s.extra_rdoc_files = [
@@ -23,7 +23,23 @@ Gem::Specification.new do |s|
23
23
  "README.rdoc",
24
24
  "Rakefile",
25
25
  "VERSION",
26
+ "doc/classes/Array.html",
27
+ "doc/classes/Array.src/M000001.html",
28
+ "doc/classes/Array.src/M000002.html",
29
+ "doc/classes/EarningsEstimates.html",
30
+ "doc/classes/EarningsEstimates.src/M000003.html",
31
+ "doc/classes/EarningsEstimates.src/M000004.html",
32
+ "doc/classes/EarningsEstimates.src/M000005.html",
33
+ "doc/created.rid",
34
+ "doc/files/lib/array_extensions_rb.html",
35
+ "doc/files/lib/earnings_estimates_rb.html",
36
+ "doc/fr_class_index.html",
37
+ "doc/fr_file_index.html",
38
+ "doc/fr_method_index.html",
39
+ "doc/index.html",
40
+ "doc/rdoc-style.css",
26
41
  "earnings_estimates.gemspec",
42
+ "lib/array_extensions.rb",
27
43
  "lib/earnings_estimates.rb",
28
44
  "test/helper.rb",
29
45
  "test/test_earnings_estimates.rb"
@@ -0,0 +1,9 @@
1
+ class Array
2
+ def sum
3
+ self.inject(0) {|accum, c| accum + c.to_f }
4
+ end
5
+
6
+ def average
7
+ self.sum.to_f / self.size
8
+ end
9
+ end
@@ -1,26 +1,98 @@
1
1
  require 'rubygems'
2
+ require 'rdoc/rdoc'
2
3
  require 'open-uri'
3
4
  require 'nokogiri'
5
+ require 'array_extensions'
4
6
 
5
7
  class EarningsEstimates
8
+ #Potentially useful URLs
9
+ #http://finance.yahoo.com/q/ae?s=YHOO
10
+ #http://biz.yahoo.com/a/ba/a11.html
11
+ #http://www.zacks.com/research/earnings/today_eps.php
12
+ #TODO: Get market cap
13
+ #TODO: Analyze with # of analysts covering
14
+ #TODO: Figure out which metrics most closely follow price increase
15
+ #TODO: Analyze spread between high and low estimate
16
+
17
+ attr_accessor :estimates, :ticker, :analysis
18
+ MAX_REVISION_SCORE = 4
19
+
6
20
  def initialize(ticker)
7
21
  @ticker = ticker
22
+ @estimates = {}
23
+ @analysis = {}
24
+ end
25
+
26
+ # Analyzes earnings data and gives the security a score.
27
+ #Score is based on:
28
+ # * % of times beating estimates
29
+ # * % by which estimates were beat
30
+ # * Bonus for upward revisions:
31
+ # * 4 points for 7 days
32
+ # * 3 points for 30 days
33
+ # * 2 points for 60 days
34
+ # * 1 point for 90 days
35
+ # Max score is 40
36
+ def analyze
37
+ percentages = percentages_to_f
38
+ @analysis = {
39
+ :average_beating_percentage => average_percent_beating(percentages),
40
+ :beats => times_beating_estimates(percentages),
41
+ :revision_points => revision_score,
42
+ :recently_revised => nearest_quarters_upward_revised_recently?
43
+ }
8
44
  end
9
45
 
46
+ # Retrieves earnings data. Current source is MSN Money. Result is stored in @estimates.
10
47
  def fetch_earnings_data
11
48
  threads = []
12
- results = {}
13
- threads << Thread.new { results[:analysts_covering] = parse_earnings_table("http://moneycentral.msn.com/investor/invsub/analyst/earnest.asp?Symbol=#{@ticker}") }
14
- threads << Thread.new { results[:earnings_surprise] = parse_earnings_table("http://moneycentral.msn.com/investor/invsub/analyst/earnest.asp?Page=EarningsSurprise&Symbol=#{@ticker}") }
15
- threads << Thread.new { results[:eps_trend] = parse_earnings_table("http://moneycentral.msn.com/investor/invsub/analyst/earnest.asp?Page=ConsensusEPSTrend&Symbol=#{@ticker}") }
49
+ analysts_covering, earnings_surprise, eps_trend = nil, nil, nil
50
+ threads << Thread.new { analysts_covering = parse_earnings_table("http://moneycentral.msn.com/investor/invsub/analyst/earnest.asp?Symbol=#{@ticker}") }
51
+ threads << Thread.new { earnings_surprise = parse_earnings_table("http://moneycentral.msn.com/investor/invsub/analyst/earnest.asp?Page=EarningsSurprise&Symbol=#{@ticker}") }
52
+ threads << Thread.new { eps_trend = parse_earnings_table("http://moneycentral.msn.com/investor/invsub/analyst/earnest.asp?Page=ConsensusEPSTrend&Symbol=#{@ticker}") }
16
53
  threads.each { |t| t.join }
17
- results
54
+ @estimates[:analysts_covering], @estimates[:earnings_surprise], @estimates[:eps_trend] = analysts_covering, earnings_surprise, eps_trend
18
55
  end
19
56
 
20
57
  private
21
58
 
59
+ def nearest_quarters_upward_revised_recently?
60
+ 0.upto(1) { |i| @estimates[:eps_trend]["Current Estimate"][i] > @estimates[:eps_trend]["7 Days Ago"][i] }
61
+ end
62
+
22
63
  def parse_earnings_table(url)
64
+ table_hash = {}
23
65
  page = Nokogiri::HTML(open(url))
24
- table = page.search("table.t1 tr").inject([]) { |accum, tr| accum << tr.children.map { |child| child.inner_text } }
66
+ table = page.search("table.t1 tr").inject([]) { |accum, tr| accum << tr.children.map { |child| child.inner_text.strip } }
67
+ table.each { |row| table_hash[strip_weird_chars(row[0])] = row.slice(1...row.size) }
68
+ table_hash
69
+ end
70
+
71
+ def strip_weird_chars(header)
72
+ #Take off all chars at the beginning of the string before the first uppercase char
73
+ header.gsub(/^[^A-Z0-9]+/, '')
74
+ end
75
+
76
+ def percentages_to_f
77
+ @estimates[:earnings_surprise]["Change"].map { |ch| ch[/(-?\d\.\d+)/, 1].to_f }
78
+ end
79
+
80
+ def times_beating_estimates(percentages)
81
+ percentages.inject(0) { |accum, p| accum += p > 0 ? 1 : 0 }
82
+ end
83
+
84
+ def average_percent_beating(percentages)
85
+ percentages.average
86
+ end
87
+
88
+ def revision_score
89
+ score = 0
90
+ 0.upto(3) do |i|
91
+ ["7 Days Ago", "30 Days Ago", "60 Days Ago", "90 Days Ago"].each do |period|
92
+ score += (MAX_REVISION_SCORE - i) if @estimates[:eps_trend]["Current Estimate"][i] > @estimates[:eps_trend][period][i]
93
+ score -= (MAX_REVISION_SCORE - i) if @estimates[:eps_trend]["Current Estimate"][i] < @estimates[:eps_trend][period][i]
94
+ end
95
+ end
96
+ score
25
97
  end
26
98
  end
metadata CHANGED
@@ -5,8 +5,8 @@ version: !ruby/object:Gem::Version
5
5
  segments:
6
6
  - 0
7
7
  - 0
8
- - 5
9
- version: 0.0.5
8
+ - 6
9
+ version: 0.0.6
10
10
  platform: ruby
11
11
  authors:
12
12
  - Matt White
@@ -14,7 +14,7 @@ autorequire:
14
14
  bindir: bin
15
15
  cert_chain: []
16
16
 
17
- date: 2010-04-09 00:00:00 -06:00
17
+ date: 2010-04-22 00:00:00 -06:00
18
18
  default_executable:
19
19
  dependencies: []
20
20
 
@@ -34,7 +34,23 @@ files:
34
34
  - README.rdoc
35
35
  - Rakefile
36
36
  - VERSION
37
+ - doc/classes/Array.html
38
+ - doc/classes/Array.src/M000001.html
39
+ - doc/classes/Array.src/M000002.html
40
+ - doc/classes/EarningsEstimates.html
41
+ - doc/classes/EarningsEstimates.src/M000003.html
42
+ - doc/classes/EarningsEstimates.src/M000004.html
43
+ - doc/classes/EarningsEstimates.src/M000005.html
44
+ - doc/created.rid
45
+ - doc/files/lib/array_extensions_rb.html
46
+ - doc/files/lib/earnings_estimates_rb.html
47
+ - doc/fr_class_index.html
48
+ - doc/fr_file_index.html
49
+ - doc/fr_method_index.html
50
+ - doc/index.html
51
+ - doc/rdoc-style.css
37
52
  - earnings_estimates.gemspec
53
+ - lib/array_extensions.rb
38
54
  - lib/earnings_estimates.rb
39
55
  - test/helper.rb
40
56
  - test/test_earnings_estimates.rb