Stock Comparison Guide NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way.

Slides:



Advertisements
Similar presentations
M ONEY W ORKS FOR W OMEN A T C URTIS M EMORIAL L IBRARY R EADING A VALUE LINE REPORT.
Advertisements

Introducing NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way.
CFA® Level I - Financial Reporting and Analysis Financial Statement Analysis: Applications 1.
C16- 1 Learning Objectives 1.Basic Analytical Procedures 2.Solvency Analysis 3.Profitability Analysis 4.Summary of Analytical Measures 5.Corporate Annual.
FINANCIAL STATEMENT ANALYSIS. Statement Analysis - 2 FINANCIAL STATEMENT ANALYSIS Objectives Creditors Short term liquidity Long-term solvency Investors.
1 © Copyrright Doug Hillman 2000 Analysis and Interpretation of Financial Statements.
European Computer Driving Licence Module 3 – Word Processing Chapter Tables.
European Computer Driving Licence Module 2 – Using the Computer and Managing Files Chapter 2.3 – Folders and Files.
Copyright 2002 ICLUBcentral Inc. – All rights reserved Understanding Screening Using NAIC Stock Prospector.
1 Portfolio Management Using PERT NAIC CompuFest 2004 Ralph Seger, CFA Please turn off cell phones.
 2004 McGraw-Hill Ryerson Ltd. Kapoor Dlabay Hughes Ahmad Prepared by Cyndi Hornby, Fanshawe College Chapter 13 Investing in Mutual Funds 13-1.
The most comprehensive program for NAIC analysis Detailed Overview.
Profitability Ratios.
Copyright © 2012 Pearson Education, Inc. Publishing as Prentice Hall. To make informed decisions about a company Helpful in managing the company Comparison.
What are Stocks? Kiplinger’s Invest Your Way to Wealth Fundamentals of Investing.
1 SCREENING FOR GOOD COMPANIES Part 2 of 2 Education Segment Cincinnati Model Investment Club James Hurt July 19, 2003.
Stock Analysis with the NAIC INVESTOR’S TOOLKIT Stock Analysis with the NAIC INVESTOR’S TOOLKIT.
Measuring Profitability James Dow For GBUS 600 Spring 2004.
Stock Check List NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way.
Copyright © 2005 by South-Western, a division of Thomson Learning, Inc. All rights reserved. Exam Next Week ●Study now ●Do WebStudy quiz for class after.
CENTURY 21 ACCOUNTING © Thomson/South-Western LESSON 17-2 Calculating Earnings Performance and Efficiency Analysis.
4.03 Bluff
Copyright 2005 ICLUBcentral Inc. All rights reserved NAIC Take Stock Learn the Basics of Investing with NAIC Take Stock by Douglas Gerlach VP of Investing.
NAIC Stock Analyst Copyright 2003 ICLUBcentral Inc. All rights reserved Using the new NAIC Stock Analyst
SSG Analysis NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way.
14-1 Financial Statement Analysis Chapter 14 Electronic Presentation by Douglas Cloud Pepperdine University.
W.I.S.E. INVE$TOR$ CLUB Stock Study Guide Sections 2 & 3 Created by: Marlene A. Jordan.
FAMILY ECONOMICS & FINANCIAL EDUCATION © Family Economics & Financial Education – Revised November 2004 – Investing Unit – Language of the Stock Market.
Chapter 18-1 LO 5 Identify and compute ratios used in analyzing a firm’s liquidity, profitability, and solvency. Ratio Analysis Illustration.
European Computer Driving Licence Module 4 – Spreadsheets Chapter Functions.
1 Is This A Growth Stock? James Hurt Edited from a class by Gretchen Hurt, Director, NAIC Computer Group Growth Stock Cyclical Stock Income Stock.
1 Hicorp, Inc. A Study of Earnings Per Share Bloomington Group Jeff Attwood, Jean Baird, Susan Krieger, Kent Miller, Terry Nichols, Randy Short September.
1 New Tools for Stock Analysis & Portfolio Management by Douglas Gerlach President, ICLUBcentral Inc. Investor's Toolkit 5.
Working with Data NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way.
Top 5 Important Facts about Unit Trust that Agents will not tell you By KK Lee
Financial Analysis Professor Ronald Miolla. Agenda 1) What are ratios? 2) Purpose of financial ratios. 3) Common financial ratios. 4) Ratios in context.
Analyzing Financial Statements Chapter 14 McGraw-Hill/Irwin © 2009 The McGraw-Hill Companies, Inc.
The most comprehensive program for NAIC analysis PMG and PERT.
USING THE PERT Part 2 Created by James Hurt. What We Will Cover Last Month –Why use PERT –How to set up a portfolio using Toolkit This Month –How to read.
 Saving and investing basics  Saving and investing options  Evaluation factors for savings and investing options.
1 Cincinnati Model Investment Club Agenda May 17, :30 Call to order by President (Don Bunnell) 9:35 Minutes of previous meetings 9:40 Treasurer's.
SSG Report NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way.
CHAPTER 11 FINANCIAL STATEMENT ANALYSIS McGraw-Hill/Irwin©The McGraw-Hill Companies, Inc., 2002.
European Computer Driving Licence Module 4 – Spreadsheets Chapter Printing.
Bonds & Other Investments. Bond Investments What is a bond? Main Categories of Bonds – Government bonds Municipal bonds U.S. savings bonds Treasury bills.
Introduction to the Pert Maintaining Your Portfolio Presented by Lynn Ostrem, VP Crow River Investment Club
NAIC Stock to Study for October 2005 Carnival Corp. Presented by: Ty Hughes NAIC DC Chapter October 11, 2005 © 2005, Ty Hughes. Creative Commons license.
1 SCREENING FOR GOOD COMPANIES Part 1 of 2 Education Segment Cincinnati Model Investment Club James Hurt June 21, 2003.
RELATIVE VALUATION IIIA. 3 Which multiple should you use in relative valuation? You can do relative valuation using a variety of multiples, ranging.
Chapter © 2010 South-Western, Cengage Learning Investing in Mutual Funds, Real Estate, and Other Choices Investing in Mutual Funds 14.
Company Name Stock Trading Symbol. Company History Founder: Incorporation Date: IPO Date: Initial Sales Price: Current Sales Price:
Price to Earnings Ratio. Ratio Review: What is a ratio? A relationship between two quantities, normally expressed as the quotient of one divided by the.
P4 Advanced Investment Appraisal. 2 Section D: Acquisitions and Mergers D1. Acquisitions and mergers versus other growth strategies D2. Valuation for.
Chapter 18 (For report) Ratio Analysis. Ratio analysis expresses the relationship among selected items of financial statement data. A ratio expresses.
Valuing a Company What determines a companies worth?
McGraw-Hill/Irwin © 2007 The McGraw-Hill Companies, Inc., All Rights Reserved. Financial Statement Analysis CHAPTER 13.
SSG Graph NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way.
Tyler Mumbleau Sunday January 29, 2017
The most comprehensive program for NAIC analysis
Analysis and Interpretation of Financial Statements
Financial Statement Analysis
Financial Statement Analysis
Exam Next Week Study now Do WebStudy quiz for class after exam.
The most comprehensive program for NAIC analysis
FINANCIAL STATEMENT ANALYSIS
Tracking the Performance of your Holdings
NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way
The most comprehensive program for NAIC analysis
Price to Earnings Ratio
Presentation transcript:

Stock Comparison Guide NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way

Stock Comparison Guide

zKeys to comparing: yCompare companies in the same industry yUse current SSGs in the comparison yReview the computer’s selections for ‘best’ yMake your own judgments

SCG - Load Companies zGo File/New/SCG zClick Industry header to sort database list zSelect up to 5 companies for comparison

SCG - Compare Companies zNote score for ‘bests’ zReview each line item zClick cell to change highlighting zScroll to see all data zRevisit ‘bests’ score after judgment

SCG - What to Look For? zChoose company that meets your investing objectives: yGrowth? More or less risk? y(Over time) a diverse and balanced portfolio zData comes from your SSGs and depends upon your judgment

yGrowth: past and future yManagement: 5-year averages yPrice: value items / some provide context for current values yOther: variety of informational items yOptional: choose from list or set own SCG - What to Look For?

SCG - Growth zPast and future zHigher growth is normally better zGrowth should fit your goals

SCG - Management zMeasures quality of management z% profit margin before taxes z% earned on equity z% owned by management (data missing)

SCG - Price zValue assessments zNot all lines need be highlighted ye.g. price ranges, P/E ratios, price zones zRight-click on row for What’s This? help

SCG - Other zCharacteristics: growth, quality, value, & safety zSome cells are informational / not judgment items zLines 27 & 28 are optional choices

SCG - Save Comparisons zGo File/Save/SCG zAll data & judgments will be saved zRetrieving original SCG will display original studies zRight-click SCG to refresh data from updated studies

From Company to SCG zFile /New or Open/Stock Comparison Guide zFile/select from last 5 items saved zFrom open company: yView/SCG menu item yMain Page Prompt window/ Comparison Guide

SCG - Summary zSelect up to 5 companies zApply judgment to computer-selected ‘bests’ zConclude which company has the most ‘bests’ and meets your goals zSave zUse Help features for assistance

Created by STB Investor Software Inc. NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way

Feedback: Privacy Policy Feedback
Do Not Sell My Personal Information
About project: SlidePlayer Terms of Service

© 2025 SlidePlayer.com. Inc. All rights reserved.