working with data naic classic naic recommended to teach you, step-by-step, the naic way
TRANSCRIPT
Working with Data
NAIC Classic
NAIC recommended to teach you, step-by-step, the NAIC way
Outline
What data is needed?
Sources of data: electronic, paper
Using datafiles
Entering data from keyboard
Updating prices, Q and Y results
Saving & sharing data
What Basic Data is Needed?
Company data
Sales
Earnings per share
Prices: high/low
Current price
Sources of Data
Datafiles: NAIC/S&P Compustat
Standard and Poor’s Reports
Value Line Investment Survey
Company reports (annual, quarterly)
SEC issued: 10K and 10Q reports
Online Sources
better-investing.org
freeedgar.com
infobeat.com
investorama.com
marketguide.com
moneycentral.msn.com/investor
Using Datafiles
Quick start on study
Purchased subscription
Download studies from Internet with a click
NAIC Classic SDF or general SSG format
Entering Data - Keyboard
NAIC Classic data entry forms: Stock Check List, SSG Graph, SSG Analysis
Beginner enters data step-by-step
Help features provide explanations
References to Value Line, Standard and Poor’s, and typical company annual report
Help Features
Every data window has a Help button
Right-click a cell to call What’s This? for explanation
From What’s This? click More Help for details
What Data is Needed?
Stock Check List Company data
Sales
Earnings per share
Prices: high/low
Current price
Last 4Q EPS
What Data is Needed?
SSG Graph Company data
Sales
Earnings per share
Prices: high/low
Current price
Q sales & EPS
What Data is Needed?
SSG Analysis pre-tax income
or tax rate
common equity or book value
net profit
dividends
What Data is Needed?
SSG Report (only summary shown here)
Data comes from your SSG study
Right-click on cells to select from a list of choices
Type in comments
What Data is Needed?
Stock Comparison Guide (only 2 parts shown here)
Data comes from your completed SSG
Number of ‘Bests’
Lines 27/28 are optional choices from list or add your own
Updating
For completed stock studies
Keeps studies current
Times to update a study
when reviewing your stock - price
quarterly - new Q results
yearly - new FY results
Use same data source as originally
Price Updating - Keyboard
Go File/Update/From Price files
Click on header to sort by Exchange
Type in prices, click Start Update button
Note Alert column report
Price Updating - Internet
For company currently open, go View/Company web site/Yahoo! Company price quote type or cut and paste price into Classic
Price Updating - Internet
For all companies, go View/Favorite web sites/Yahoo! Multiple price quotes
Click Start Update to update all companies
Datafile Updating Q & Y
File/Update/From SSG Datafiles
Select companies to updateDo not mix data
sources for a company
Full update keeps data consistent for each company
Keyboard Updating Q & Y
Open the company
Use View/Review / Enter Data to access the data entry window
Click Add new Q/Year button
Help button gives instructions
Saving Data
Save company or comparison data
Menu item: File/Save
If company is new, a new record will be saved in the database
File/Save As - for alternative studies
Database Backup
Protect your database of studies
Copy to folder or diskette
Adopt the “backup habit”
Sharing Data / Export
Open the company you wish to share
To export go File/Save As
Choose the drive:
A: for diskette
C: for computer
SDF or SSG file type
Sharing Data / Import
Places to find SSG or SDF files:
NAIC web site
E-mail attachment
Click on file to open it and start Classic
Experienced User Level
You may switch to this after you have mastered the basic process for studying a company
No step-by-step prompts are given
Enter all data in one tabbed window
Some optional settings may be made
Data Tips
Data may vary due to its source Use same source for all data within a
study
Datafiles are easiest for beginners to get started
If you cannot find sufficient data, find another company
Created by STB Investor Software Inc.
NAIC Classic
NAIC recommended to teach you, step-by-step, the NAIC way