Stock Check List

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Stock Check List

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

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Stock Check List

• A Beginners basic analysis of a company
• Evaluates company growth and value
• Use the SCL to learn these concepts of growth and
  value
• Eventually you may move to the more detailed
  Stock Selection Guide

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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

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Stock Check List - Part 1

• Measure 5 year growth for
• Sales

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Stock Check List - Part 2

• Measure 5 year growth for
• Earnings per Share (EPS)
• Explain reasons for growth differences

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Stock Check List - Part 2

• Research company to
• determine reasons for past growth
• make informed judgments about future growth

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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

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Stock Check List - Part 3

• Determine fair value
• compare current price-earnings ratio (P/E) to 5
  year average P/E

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Stock Check List - Part 3

• Measure 5 year growth for
• Price

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Stock Check List - Part 4

• Conclude whether company meets your goals for
  growth value

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Goals Review

• Identify a growing company
• EPS growth should be supported by similar sales
  growth
• Buy at a fair price (for P/E expansion)
• current price-earnings ratio (P/E) is same or
  less than average P/E

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SCList Operation

• Load 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 SP

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SCList Operation

• Follow step-by-step instructions
• The Prompt window is your tutor
• Refer to it every step to
• follow a consistent approach
• focus on important points

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SCList Operation

• Use Help features for in-depth assistance
• Right-click for Whats This? and More Help
• Help links
• F1 key
• Glossary
• Stock Wiz

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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

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Internet Features

• Direct 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

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Getting Started

• Choose your study report
• Choose your data source
• Start

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Created by STB Investor Software Inc.

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