1. BetterInvesting – Presenter Chapter
SSGPlus Tutorial
Presenter Name
Presenter Title
BetterInvesting – Presenter Chapter
July 28, 2016

2. 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.

3. Today’s Presentation:
What's New in Tools
Today’s Presentation:
An Overview of ….
What is the SSGPlus and how do I access?
Key operations from the Quick Start Guide
Member Sentiment

4. SSGPlus Quick Start Guide
What's New in Tools
SSGPlus Quick Start Guide
Eight Easy Steps to Basic SSGPlus Functionality
Available as a handout on the event page
Available on the Help & Information Tab

5. SSGPlus Quick Start Guide
What's New in Tools
SSGPlus Quick Start Guide
How to Access
How to Open a New or Saved Study
How to Visually Analyze History & Quality
How to Review Peer Data
How to Forecast Sales & Earnings
How to Review P/E History, Forecast Prices
How to Review Your Potential Return
How to Save, Share, Print & Research

6. BetterInvesting Plus Membership
What's New in Tools
BetterInvesting Plus Membership
Stock Comparison Guide
Company Research
Self-Paced Classes
Online, Web-based
SSGPlus - or Plus membership – includes access to the CoreSSG as well
Integrated
Stock Data

7. What's New in Tools
Key Features
Supported Platforms
Win, Mac, iOS, Android devices using IE, Chrome, Firefox, Safari browsers running on desktops, laptops, tablets and smart phones
Workflow
Step-by-Step
2-Page SSG
Visual Analysis
12 data items
17 data items
Peer Comparison
Yes
Moveable Graph Lines No
Preferred Procedure Calculator
Low Price Options
3 options
5 options
Quarterly Data (PERT-A)
Yes – data & graph
Portfolios
Yes – 1 report
Yes – 4 reports
Pre-Defined Screens 2 5
Total Screening Criteria 9
Ticker Heat Map
Stock Comparison Guide
Yes – Core View
Yes – Core & Plus View
Comparison Items
25 data items
42 data items
Pricing
$90/year (includes BI membership, data & benefits)
$110/year (includes BI membership, data & benefits)

8. Same SSG Methodology
SAME RESULTS
Remember…

9. SSGPlus, CoreSSG Access
What's New in Tools
SSGPlus, CoreSSG Access
This is a screenshot from our member home page. The links to the online tools here are up in the green box in the upper right hand corner. Click on ‘My Studies’ to see your saved studies and start a new SSG.

10. Saved Studies – Click on row to open
My Studies
Start a New Study
Portfolios
Saved Studies – Click on row to open
Type ticker and hit enter key – older studies will show in list

11. What's New in Tools
First view of the tool when you open a company

12. Switch Navigation Menu Graphical display of data Legend Tabs Peers
What's New in Tools
Switch
Navigation
Menu
Basic overview on the parts of the SSGPlus
-Side tabs – green indicates active tabs
-Switch button – use to switch between CoreSSG and SSGPlus – data stays the same
-Graph data – table data
-Legend – peers
-Navigation - visual analysis/analyze growth, valuation return, quarterly data
Graphical display
of data
Legend
Tabs
Peers
Tabular display
of data

13. Quick Access to Company Information
Mouse over company name to get more information about the company
Industry
Sector
Short description
FY end date
Price date
Mouse over company title bar to view pop-up
New feature in both Core and Plus

14. Click items in legend to turn graph items on or off
10 Main Graph Data Items
Click items in legend to turn graph items on or off

15. Movable Graph Lines What's New in Tools
SSGPlus has moveable graph lines. This is a new feature.
Movable Graph Lines

16. Movable Graph Lines - SSGPlus
Use your mouse to drag the lines

17. Movable Graph Lines - SSGPlus

18. Movable Graph Lines - SSGPlus
Use the ‘Reset Chart’ button to reset the lines to their original position.

19. YOY comparison for Sales, EPS
Recent Quarterly Data
Review open circles
YOY comparison for Sales, EPS

20. Analyst Consensus Estimates
Analyst estimates for Sales (2 yrs), EPS (3-5 yrs)

21. Projection Line Starting Point
Projection line start point can be changed by clicking on the radio button
‘Quarter’ will give you the full 5 year outlook into the future
‘Annual’ is usually more conservative
‘Trend’ can be used for cyclical companies
Use Preferences
Click radio button to select start point

22. Projection Start Point Default
Use ‘Preferences’ to set your default projection start point
Choose and click ‘Save’
CoreSSG Tutorial

23. Graph Data & Tabular Data = SAME Hover over data point to see value
Graphical display
of data
Hover over data point to see value
Tabular display
of data
7/23/2015
What's New in Tools

24. Data removed from graph
Outliers
Data removed from graph
Crossed out data
Click on year label on graph to remove year as an ‘outlier’
Recalculated growth rate

25. Evaluate Management Items
Located at the bottom of the 1st tab – Analyze Growth and Quality

26. Evaluate Management Items
Last 5 years of data is highlighted in green. 5 Year average is calculated.

27. Evaluate Management Items
Data trend is indicated by graph Green = Good Yellow = Even Trend Red = Investigate further or avoid

28. Forecasting/Adding Judgment
Use the references built into the tool:
Historical data and growth rates
Peer/industry growth
Analyst consensus estimates
Member Sentiment data
Research links
Company information
Other analyst estimates
7/23/2015
What's New in Tools

29. Compare Peers What's New in Tools
Peer data is also available in SSGPlus
Compare Peers

30. Compare Peers Click header tabs to switch
View Peer Data for 9 Different Fundamental Data Items

31. Enter new tickers and then click on ‘Update Study’.
Change Peers
Enter new tickers and then click on ‘Update Study’.
Peer choices are saved with the study.

32. Peers Peers are automatically selected using the following rules:
In the same industry as the ‘company under study’
Of the same size category (S, M, L) as the ‘company under study’
Top three as ranked by 10 year EPS growth rate
CoreSSG Tutorial

33. Check Member Sentiment to Find Out what Others in Our Community Think
Read and consider.

34. Feature in both Core and Plus
Check Member Sentiment to Find Out what Others in Our Community Think
Feature in both Core and Plus

35. Easier Research in Core and Plus Direct Links to the Company Website

36. Easier Research in Core and Plus Direct Links to Annual & Quarterly Filings

37. Easier Research in Core and Plus Direct Link to Analyst Estimate Pages

38. Forecasting/Adding Judgment
Every green box indicates a judgment entry area:
Click here
What's New in Tools

39. Forecast Sales Enter the sales forecast number here
Click on ‘Update Study’ to save the forecast

40. Preferred Procedure Calculation
Forecast EPS Panel
Preferred Procedure Calculation
Growth Trend Panels

41. Graphs for Historical Data
Historical Growth Trends – Measuring Growth Over Different Intervals

42. Growth Trends Sales 7.8% 9.4% 8.6% 10.0% September 2012
Sales Growth Trend table reports the sales growth rates over decreasing intervals.
(9 years) measures the growth over all 10 data points
(1 year) measures the growth in the most recent fiscal year
9.4%
8.6%
September 2012

43. Forecast EPS Panel
Enter the EPS forecast number here or choose a radio button
Click on ‘Update Study’ to save the forecast

44. Review Historical P/E’s
5 years of data
High and low P/E for each year
Click to show/hide graph

45. Current P/E (trailing)
Review Historical P/E’s
Average Low P/E
Average High P/E
Average P/E
Current P/E (trailing)

46. Historical P/E Graph

47. Click on green box to forecast high price
Forecasting average high P/E – not ultimate high P/E
High price is calculated from High P/E forecast X High EPS forecast

48. Enter the forecast High P/E number here
Forecast High Price
P/E reference values: 5 Year Average High P/E 5 Year Average P/E Current P/E
Enter the forecast High P/E number here
Forecasting average high P/E – not ultimate high P/E
High price is calculated from High P/E forecast X High EPS forecast
Click on ‘Update Study’ to save the forecast
High price = High P/E X High EPS

49. Click on green box to forecast low price
Forecasting average low P/E – not ultimate low P/E
Low price is typically from Low P/E forecast X Low EPS forecast

50. Enter the forecast Low P/E number here
P/E reference values: 5 Year Average Low P/E 5 Year Average P/E Current P/E
Forecast Low Price
Enter the forecast Low P/E number here
Forecasting average low P/E – not ultimate low P/E
Low price is typically from Low P/E forecast X Low EPS forecast
Update low EPS with Last 4 Qtr EPS
Low price = Low P/E X Low EPS
Click on ‘Update Study’ to save the forecast

51. Can enter a low stock price directly
Forecast Low Price
Can enter a low stock price directly
Review the recent market low price as a reference
5 different reference values for the low price
Average low – last 5 years
Price dividend will support

52. Risk at a Glance Summary Panel
‘Evaluating Risk at a Glance’ gives a quick view if the stock price is in the buy/hold/sell zone and the upside/downside ratio

53. % Payout Chart
Check payout and adjust judgment if necessary

54. Review Potential Return
Review your potential return
Potential Five Year Return

55. Yellow message - study not saved Click to save the study
Save Study
Yellow message - study not saved Click to save the study
Click to Save Study
Edit study name if necessary Click ‘Save’ to save study

56. Click ‘Generate PDF’ to create a PDF of the SSG to save or print
Print SSG
Print SSG
Click ‘Generate PDF’ to create a PDF of the SSG to save or print

57. Share Your SSG – New Options
New feature in both Core and Plus

58. Share Your SSG – New Options
Copy of Online Study
Export ITK format
New feature in both Core and Plus

59. Online SSG Sharing
Recipient receives an and clicks the link to copy the study to their account

60. Share Your SSG – Address Book
Click to see a list of BI club members
Save a list of frequent recipients

61. New feature in both Core and Plus
Club Member List
New feature in both Core and Plus

62. Or select from all saved SSGs
Quick Navigation
Enter a new ticker
Click
Or select from all saved SSGs

63. Use the Search Box for Quick Access

64. Data – Add Another Year of Data
Click the last row to add another year
Feature in both Core and Plus

65. Add Quarterly Data Too! Click the last row to add another quarter
Feature in both Core and Plus

66. Data Status Indicator
Shows if the data is Final (F), Preliminary (P) or User updated (U)

67. Data Status Indicator
Preliminary annual data is marked on SSGPlus display and on the Annual Data popup.

68. Quarterly Growth Trend Graph
Plots selected data from the Quarterly Data Table
Legend: Click to select items to graph
September 2012

69. Quarterly Growth Trend Graph
Graph lines are color coded to match the legend
September 2012

70. Data table is shaded and text color matches graph item. (SSGPlus only)
Quick reference to identify what data is displayed.
September 2012

71. Hover cursor over data points to reveal value (SSGPlus only)
September 2012

72. Interpreting the Growth Trend Graph
Growth is accelerating
Growth is steady
Growth is slowing
September 2012

73. Interpreting the Growth Trend Graph
Perfectly steady growth (i.e. 15%) would appear as a straight, flat line
September 2012

74. Interpreting the Growth Trend Graph
Sales growing faster than EPS here
EPS growing faster than sales here
September 2012

75. Graph appears a little busy with all lines displayed
Remove lines from the graph to focus on one item at a time.
September 2012

76. Customize the Graph - SSGPlus
Selected options are Green buttons.
Click to toggle on/off.
September 2012

77. Online Tools Tutorial Webinars Links to FAQs and Feature Requests
Help and Information
Online Tools Tutorial Webinars
Quick Start Guides
Reference Materials
Links to FAQs and Feature Requests
Supporting Classes

78. Link in Help and Info Tab
User Feature Requests
Link in Help and Info Tab

79. FAQ Site for Common Questions
Link in Help and Info Tab

80. Questions or Comments? BetterInvesting Member Services 877-275-6242