Stock Comparison Guide Tutorial Great! thank you Ann, thank you everyone in attendance and thank you to our backroom staff that helps us produce these webinars. I'm going to get going because we have a lot to cover tonight. Suzi Artzberger Information Technology Director, BetterInvesting April 13, 2016

Disclaimer The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvestingTM National Association of Investors Corporation (“BI”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvestingTM. Investors should conduct their own review and analysis of any company of interest before making an investment decision. Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the CEO of BetterInvesting or the Director of Chapter Relations. This presentation may contain images of websites and products or services not endorsed by BetterInvesting. The presenter is not endorsing or promoting the use of these websites, products or services. This session is being recorded for future use. We present this disclaimer to remind you to always do your own research. We will be looking at some actual stocks and future judgments or projections but these are samples for demonstration purposes only. This session is being recorded for future use in case you miss any part of it or wish to review it again later.

Tonight’s Webinar: An Overview of …. What is the Stock Comparison Guide (SCG) Key operations in the tool Start a new SCG Features of the SCG Save, revise and re-open a SCG in the tool SCG Core view versus the Plus view Notes and printing Please submit your questions using the question panel! In tonight's webinar we're going to give you an overview of the others a whole on two different things 29 00:01:41,510 --> 00:01:45,229 what Stock Comparison ghitis conceptually 30 00:01:45,229 --> 00:01:48,909 the key operations you need to know to get through 31 00:01:48,909 --> 00:01:53,570 a sack comparison guide how to start one how to save one 32 00:01:53,570 --> 00:01:58,100 how to compare had a revised one and then we're gonna show you 33 00:01:58,820 --> 00:02:01,900 on are new release over nuke 34 00:02:01,900 --> 00:02:05,070 stark comparison guide she can get an idea of what has changed 35 00:02:05,790 --> 00:02:10,280 we will be going live in we will be doing an actual sack comparison guide 36 00:02:10,280 --> 00:02:17,120 show again please do your own research The recording will be available with 2-4 days on: http://www.youtube.com/BETTERINVESTING

Compare up to 5 stocks side by side with the goal of selecting the best. The SCG is divided into 5 sections – logically grouping various quality and valuation metrics. Apply your judgment to select the “best” from each line. Many times the stock with the most selections is the “winner.”

Typical Process Flow Create an SSG 1. Create the SCG Make SSG judgments Save the SSG 1. Create the SCG 2. Save the SCG

Data for the Comparison Comes from Your Completed SSGs The SSGs, complete with your judgments, generate the data on the SCG. Be sure your SSGs are current. Update for the most recent quarterly data and prices. Review your judgments to make sure they are still reasonable and valid.

Basic Comparison Usage The SCG works best when comparing stocks in the same or similar industry. Prepare all the SSGs for the comparison in a similar manner. Don’t compare a very aggressive SSG with a conservatively prepared SSG. This can be an issue in clubs when the SSGs are completed by several different people.

Comparison Strategies Basic/Best Usage - Compare companies in the same industry – highlighting positive numbers – to select the best. Helpful Filter – Add companies in the same industry or sector directly to the SCG (without completing judgments) to narrow down an industry list for further study. Contrarian - Compare companies in the same industry or sector – highlight negative factors to find companies to remove.

More Information on Stock Comparison Guide Concepts What's New in Tools More Information on Stock Comparison Guide Concepts April 2016 StockUp Webinar* Selecting the Best Using the SCG Tools & Resources *Member benefit

Tonight’s Companies and Judgments TYL, EGOV, MANH, ANSS, NICE judgment/forecast points are quick, sample numbers determined by staff. In order to do a Stock Comparison Guide, we should have a few companies in mind and we need some Stock Selection Guide studies (some SSG’s) that we’ve already completed on those companies. In order to fully demonstrate the comparison guide, I have gone ahead and finished some studies. The judgment points in those studies are simply those that I chose after doing what I call a ‘quick and dirty’ SSG. Consider them samples or demos only. These companies are all small companies from the Technology Sector and the Application Software industry. TYL- provides IT solutions and services in areas of operations for cities, counties, schools and other local government entities. EGOV – provides IT solutions and services, which helps government use the Internet to reduce internal costs, increase efficiencies and provides services to businesses and citizens. MANH – develops, sells, deploys, services and maintains software solutions designed to manage supply chains, inventory and omni-channel operations for retailers, wholesalers, manufacturers, logistics providers and other organizations. ANSS - develops and markets engineering software and services used by engineers, designers, researchers and students across a broad spectrum of industries and academia, including aerospace, automotive, manufacturing, electronics, and biomedical.NICE - NICE – provides enterprise level software solutions that collect data from web and internal interaction and operationalize that data to help companies optimize in the following areas of Customer Interactions and Financial Crime & Compliance business. TYL EGOV MANH ANSS NICE Sales Forecast 16.0 7.6 10.0 7.3 Earnings Forecast 14.7 7.2 High PE Forecast 47.0 31.0 40.0 34.0 Low PE Forecast 37.0 21.0 27.0 22.0 Low Price Forecast 66.2 13.4 37.8 74.5 51.9 Payout Forecast 0.0

Let’s Go Live to the SCG

Stock Comparison Guide Views Two Views SCGCore SCGPlus Criteria 25 Data Items 42 Data Items Industry Averages Yes Ability to Save Streamlined view Over 10 new criteria items

New Comparison Criteria SCGCore and SCGPlus SCGPlus Only Hist. Sales Growth % – 5 YR Earnings Stability (R2) – 10 YR Hist. EPS Growth % – 5 YR Earnings Stability (R2) – 5 YR Sector Relative Value Industry P/E : Projected Growth Rate (PEG) Study Price Date Compound Annual Growth – Avg. P/E (PAR) Study Last Reported Quarter ADR flag

More Information Stock Comparison Guide Concepts What's New in Tools More Information Stock Comparison Guide Concepts April 2016 StockUp – Selecting the Best Using the SCG* Stock Selection Guide Methodology & Forecasting Introduction to the SSG (series of 4 webinars)* BetterInvesting National Convention – Washington DC Mentor from your local chapter or club* BetterInvesting magazine* *Member benefit **Recorded webinar available on BI website or YouTube

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