1. Working with Data NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way

2. Outline zWhat data is needed? zSources of data: electronic, paper zUsing datafiles zEntering data from keyboard zUpdating prices, Q and Y results zSaving & sharing data

3. What Basic Data is Needed? zCompany data zSales zEarnings per share zPrices: high/low zCurrent price

4. Sources of Data zDatafiles: NAIC/S&P Compustat zStandard and Poor’s Reports zValue Line Investment Survey zCompany reports (annual, quarterly) zSEC issued: 10K and 10Q reports

5. Online Sources zbetter-investing.org zfreeedgar.com zinfobeat.com zinvestorama.com zmarketguide.com zmoneycentral.msn.com/investor

6. Using Datafiles zQuick start on study zPurchased subscription zDownload studies from Internet with a click zNAIC Classic SDF or general SSG format

7. Entering Data - Keyboard zNAIC Classic data entry forms: yStock Check List, SSG Graph, SSG Analysis zBeginner enters data step-by-step zHelp features provide explanations zReferences to Value Line, Standard and Poor’s, and typical company annual report

8. Help Features zEvery data window has a Help button zRight-click a cell to call What’s This? for explanation zFrom What’s This? click More Help for details

9. What Data is Needed? zStock Check List yCompany data ySales yEarnings per share yPrices: high/low yCurrent price yLast 4Q EPS

10. What Data is Needed? zSSG Graph yCompany data ySales yEarnings per share yPrices: high/low yCurrent price yQ sales & EPS

11. What Data is Needed? zSSG Analysis ypre-tax income or tax rate ycommon equity or book value ynet profit ydividends

12. What Data is Needed? zSSG Report (only summary shown here) yData comes from your SSG study yRight-click on cells to select from a list of choices yType in comments

13. What Data is Needed? zStock Comparison Guide (only 2 parts shown here) yData comes from your completed SSG yNumber of ‘Bests’ yLines 27/28 are optional choices from list or add your own

14. Updating zFor completed stock studies zKeeps studies current zTimes to update a study ¬ when reviewing your stock - price ­ quarterly - new Q results ® yearly - new FY results zUse same data source as originally

15. Price Updating - Keyboard zGo File/Update/From Price files zClick on header to sort by Exchange zType in prices, click Start Update button zNote Alert column report

16. Price Updating - Internet zFor company currently open, go View/Company web site/Yahoo! Company price quote ytype or cut and paste price into Classic

17. Price Updating - Internet zFor all companies, go View/Favorite web sites/Yahoo! Multiple price quotes zClick Start Update to update all companies

18. Datafile Updating Q & Y yFile/Update/From SSG Datafiles ySelect companies to update xDo not mix data sources for a company yFull update keeps data consistent for each company

19. Keyboard Updating Q & Y zOpen the company zUse View/Review / Enter Data to access the data entry window zClick Add new Q/Year button zHelp button gives instructions

20. Saving Data zSave company or comparison data zMenu item: File/Save zIf company is new, a new record will be saved in the database zFile/Save As - for alternative studies

21. Database Backup zProtect your database of studies zCopy to folder or diskette zAdopt the “backup habit”

22. Sharing Data / Export zOpen the company you wish to share zTo export go File/Save As zChoose the drive: yA: for diskette yC: for computer zSDF or SSG file type

23. Sharing Data / Import zPlaces to find SSG or SDF files: yNAIC web site yE-mail attachment zClick on file to open it and start Classic

24. Experienced User Level zYou may switch to this after you have mastered the basic process for studying a company zNo step-by-step prompts are given zEnter all data in one tabbed window zSome optional settings may be made

25. Data Tips zData may vary due to its source yUse same source for all data within a study zDatafiles are easiest for beginners to get started zIf you cannot find sufficient data, find another company

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