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Stock Check List NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way.

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Presentation on theme: "Stock Check List NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way."— Presentation transcript:

1 Stock Check List NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way

2 Stock Check List zA Beginner’s basic analysis of a company zEvaluates company growth and value zUse the SCL to learn these concepts of growth and value zEventually you may move to the more detailed Stock Selection Guide

3 Why Growth? zSales and earnings growth increase company value yGrowth drives share price higher yOver 5 years, a company with 15% growth has the potential to double your investment

4 Stock Check List - Part 1 zMeasure 5 year growth for: ySales

5 Stock Check List - Part 2 zMeasure 5 year growth for: yEarnings per Share (EPS) zExplain reasons for growth differences

6 Stock Check List - Part 2 zResearch company to: ydetermine reasons for past growth ymake informed judgments about future growth

7 Why Value? zBuying at a reasonable price increases your potential to double your investment over 5 years yPrice-earnings ratio measures value yPurchase when current P/E is same or less than historical average P/E

8 Stock Check List - Part 3 zDetermine fair value ycompare current price-earnings ratio (P/E) to 5 year average P/E

9 Stock Check List - Part 3 zMeasure 5 year growth for: yPrice

10 Stock Check List - Part 4 zConclude whether company meets your goals for growth & value

11 zIdentify a growing company yEPS growth should be supported by similar sales growth zBuy at a fair price (for P/E expansion) ycurrent price-earnings ratio (P/E) is same or less than average P/E Goals Review

12 SCList Operation zLoad data into the Stock Check List yElectronically: Datafiles provide fast and easy entry yManually: Type in data from a published source such as Value Line or S&P

13 SCList Operation zFollow step-by-step instructions yThe Prompt window is your tutor yRefer to it every step to: xfollow a consistent approach xfocus on important points

14 SCList Operation zUse Help features for in-depth assistance yRight-click for What’s This? and More Help yHelp links yF1 key yGlossary yStock Wiz

15 Internet Features zDirect access to company, research, club and favorite web sites zUpdate prices from Internet for company or entire database zClick on SSG, SDF or CSV files to load immediately into Classic

16 Internet Features zDirect link to STB Investor Software web site yhelp as needed by phone, fax, or e-mail ymore tips and techniques for getting the most from Classic yslideshow presentations yregister your software

17 Getting Started ¬ Choose your study report ­ Choose your data source ® Start

18 Created by STB Investor Software Inc. NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way


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