stock check list
DESCRIPTION
Stock Check List. NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way. Stock Check List. A Beginner’s basic analysis of a company Evaluates company growth and value Use the SCL to learn these concepts of growth and value - PowerPoint PPT PresentationTRANSCRIPT
Stock Check List
NAIC ClassicNAIC recommended to teach you,
step-by-step, the NAIC way
Stock Check ListA Beginner’s basic analysis of a
companyEvaluates company growth and valueUse the SCL to learn these concepts of
growth and valueEventually you may move to the more
detailed Stock Selection Guide
Why Growth?Sales and earnings growth increase
company value Growth drives share price higher
Over 5 years, a company with 15% growth has the potential to double your investment
Stock Check List - Part 1
Measure 5 year growth for: Sales
Stock Check List - Part 2
Measure 5 year growth for: Earnings per Share (EPS)
Explain reasons for growth differences
Stock Check List - Part 2
Research company to: determine
reasons for past growth
make informed judgments about future growth
Why Value?
Buying at a reasonable price increases your potential to double your investment over 5 years Price-earnings ratio measures value Purchase when current P/E is same or
less than historical average P/E
Stock Check List - Part 3 Determine fair value
compare current price-earnings ratio (P/E) to 5 year average P/E
Stock Check List - Part 3
Measure 5 year growth for: Price
Stock Check List - Part 4
Conclude whether company meets your goals for growth & value
Identify a growing company EPS growth should be supported by
similar sales growthBuy at a fair price (for P/E expansion)
current price-earnings ratio (P/E) is same or less than average P/E
Goals Review
SCList OperationLoad data into the Stock Check List
Electronically: Datafiles provide fast and easy entry
Manually: Type in data from a published source such as Value Line or S&P
SCList OperationFollow step-by-step instructions
The Prompt window is your tutor Refer to it every step to:
follow a consistent approachfocus on important points
SCList OperationUse Help features for in-depth assistance
Right-click for What’s This? and More Help Help links F1 key Glossary Stock Wiz
Internet Features
Direct access to company, research, club and favorite web sites
Update prices from Internet for company or entire database
Click on SSG, SDF or CSV files to load immediately into Classic
Internet FeaturesDirect link to STB Investor
Software web site help as needed by phone,
fax, or e-mail more tips and techniques for
getting the most from Classic slideshow presentations register your software
Getting Started
Choose your study report
Choose your data source
Start
Created by STB Investor Software Inc.
NAIC Classic
NAIC recommended to teach you, step-by-step, the NAIC way