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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: lizgdal   😊 😞
Number: of 6131 
Subject: Re: SIP new data Ticker counts
Date: 10/21/24 11:48 AM
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I compared the October 17th tickers in SIP and gtr1. Out of 4683 tickers (exchange-listed, with a recent 10Q, and [Sales Q1]>0), there are only 9 tickers in SIP that are not in gtr1. There are 65 tickers that match but handle punctuation differently (e.g. BRK.B BRK-B).

There are 6717 SIP tickers.
5289 are Exchange listed (1425 are Over the counter, 3 are NA Exchange).
Of these, 4697 have [Sales Q1] > 0.
Of these, 4683 issued a 10Q within the last year.
Of these, 4674 SIP tickers match gtr1 tickers (after 65 changes), with only 9 not matching.
Of these, 4207 have matching 10Q dates in SIP and gtr1.

The most recent 10Q date is 20240930 in SIP , and 20240830 in gtr1. For now, I plan on using gtr1 for backtests, and RunRadis for picks.

(To see the most recent 10Q date in gtr1: Run Screener and convert perendq1.s to a calendar date. For example:
perendq1.s    date
26035 20240731
26057 20240830
26078 20240930

gtr1.net: GTR1 Backtester - checkQ1End )

======
65 tickers changed:
SIPticker  gtr1Ticker
AGM.A AGM-A
AKO.A AKO-A
AKO.B AKO-B
ARTN.A ARTNA
BATR.A BATRA
BATR.K BATRK
BELF.A BELFA
BELF.B BELFB
BF.A BF-A
BF.B BF-B
BH BH-B
BH.A BH-A
BIO.B BIO-B
BRK.A BRK-A
BRK.B BRK-B
CENT.A CENTA
CIG.C CIG-C
CRD.A CRD-A
CRD.B CRD-B
CRES.Y CRESY
CWEN CWEN-C
CWEN.A CWEN-A
DGIC.A DGICA
DGIC.B DGICB
FATB.B FATBB
FCNC.A FCNCA
FORT.Y FORTY
FWON.A FWONA
FWON.K FWONK
GEF.B GEF-B
GRP.U GRP
GTN.A GTN-A
HEI.A HEI-A
HVT.A HVT-A
IMKT.A IMKTA
KELY.A KELYA
KELY.B KELYB
LBRD.A LBRDA
LBRD.K LBRDK
LBTY.A LBTYA
LBTY.B LBTYB
LBTY.K LBTYK
LEN.B LEN-B
LGF.A LGF-A
LGF.B LGF-B
LILA.K LILAK
MARP.S MARPS
METC.B METCB
MKC.V MKC-V
MOG.A MOG-A
MOG.B MOG-B
PARA.A PARAA
QRTE.A QRTEA
QRTE.B QRTEB
RBCA.A RBCAA
RUSH.A RUSHA
RUSH.B RUSHB
RYAA.Y RYAAY
SENE.A SENEA
SENE.B SENEB
SNFC.A SNFCA
TAP.A TAP-A
UONE.K UONEK
VLGE.A VLGEA
WSO.B WSO-B


9 SIP tickers not found in gtr1: AVAL, CHSN, CICB, FMX, GENE, IAC, PSNY.W, SQSP, UHAL.B
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