SSG Report

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SSG Report

• NAIC Classic
• NAIC recommended to teach you, step-by-step,
  the NAIC way

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SSG Report

• What is it?
• Company report as final SSG study step
• Set of 8 questions and Summary

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SSG Report

• Why use it?
• Focuses your attention on key issues
• growth, quality, value, safety
• Helps you decide whether or not the company will
  meet your investment goals
• Helps you consider industry, business cycle, and
  other influences on the company

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SSG Report
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SSG Report

• Q1 reviews trends in the SSG Graph
• sales, EPS, price
• Q2 reviews management skill
• growth, profitability, return on equity

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SSG Report

• Q3 reviews the trends of P/E ratios and price
  zones
• Q4 looks at 3 safety tests of price

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SSG Report

• Q5 summarizes information about the company
• Q6 refers to information about the companys
  industry

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SSG Report

• Q7 refers to the business cycle
• Q8 records Dow Jones indices and interest rates

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SSG Report - Operation

• Click yellow cells to enter your judgment
  words/phrases
• Help features
• Prompt window for Beginner
• Prompt window Help link
• Right-click on item for Whats This?
• Glossary

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SSG Report - Steps Summary

• Start at Question 1 work through to Q8
• After Q8 move back to top of Report
• Complete Goals section as a summary

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Experienced User Level

• You may switch to this after you have mastered
  the basic process for studying a company
• Prompts are replaced by icons
• Help features are still available

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Created by STB Investor Software Inc.

• NAIC Classic
• NAIC recommended to teach you, step-by-step,
  the NAIC way