Stock Check List NAIC Classic NAIC recommended to

Stock Check List NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way

Stock Check List z. A Beginner’s basic analysis of a company z. Evaluates company growth and value z. Use the SCL to learn these concepts of growth and value z. Eventually you may move to the more detailed Stock Selection Guide

Why Growth? z. Sales and earnings growth increase company value y. Growth drives share price higher y. Over 5 years, a company with 15% growth has the potential to double your investment

Stock Check List - Part 1 z. Measure 5 year growth for: y. Sales

Stock Check List - Part 2 z. Measure 5 year growth for: y. Earnings per Share (EPS) z. Explain reasons for growth differences

Stock Check List - Part 2 z. Research company to: ydetermine reasons for past growth ymake informed judgments about future growth

Why Value? z. Buying at a reasonable price increases your potential to double your investment over 5 years y. Price-earnings ratio measures value y. Purchase when current P/E is same or less than historical average P/E

Stock Check List - Part 3 z. Determine fair value ycompare current price-earnings ratio (P/E) to 5 year average P/E

Stock Check List - Part 3 z. Measure 5 year growth for: y. Price

Stock Check List - Part 4 z. Conclude whether company meets your goals for growth & value

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

SCList Operation z. Load data into the Stock Check List y. Electronically: Datafiles provide fast and easy entry y. Manually: Type in data from a published source such as Value Line or S&P

SCList Operation z. Follow step-by-step instructions y. The Prompt window is your tutor y. Refer to it every step to: xfollow a consistent approach xfocus on important points

SCList Operation z. Use Help features for in-depth assistance y. Right-click for What’s This? and More Help y. Help links y. F 1 key y. Glossary y. Stock Wiz

Internet Features z Direct access to company, research, club and favorite web sites z Update prices from Internet for company or entire database z Click on SSG, SDF or CSV files to load immediately into Classic

Internet Features z Direct link to STB Investor Software web site yhelp as needed by phone, fax, or e-mail ymore tips and techniques for getting the most from Classic yslideshow presentations yregister 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