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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 Products, ICLUBcentral Inc.
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2 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Welcome to NAIC Take Stock!
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3 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Who Should Use Take Stock? New investors who don't want to learn SSG New investors who want to learn SSG Any investor who wants to double- check his/her judgment
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4 © Copyright 2005 ICLUBcentral Inc. All rights reserved. On the Left.... Enter ticker symbol to retrieve data from Internet Navigational Map shows where you are Educational explanation of concepts
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5 © Copyright 2005 ICLUBcentral Inc. All rights reserved. On the Top.... Toolbar offers access to various functions: –Wizard (Start here!) –Summary –Web –Preferences –Help
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6 © Copyright 2005 ICLUBcentral Inc. All rights reserved. What Is “Judgment?” The application of your knowledge and experience to your analysis of a stock. Take Stock provides default, conservative judgment to all aspects of SSG. Like looking over the shoulder of an experienced investor as he/she analyzes a stock.
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7 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Take Stock's First Impression... Click Continue (or Discard)
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8 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Is EPS Growth Stable & Predictable? Make a SelectionClick Continue
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9 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Is Growth Strong? Make a SelectionClick Continue
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10 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Make Growth Projections Make a SelectionClick Continue
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11 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Are Profit Margins Stable? Make a SelectionClick Continue
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12 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Estimate Future High P/E Ratio Make a SelectionClick Finish
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13 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Review Quality & Price Fundamentals Click Quality Index
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14 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Review Growth Click Growth Index
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15 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Examine Growth Factors
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16 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Display SSG Page 1 Click to Close
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17 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Review Efficiency Click Efficiency Indicator
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18 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Examine Efficiency Factors Click to ReturnView SSG
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19 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Review of Quality & Price Click Quality Index
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20 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Display SSG Page 2 Click to Close
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21 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Review Price Click Buy Price
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22 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Review Return at Buy Price Click Total Return
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23 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Is Total Return Acceptable? Click to ReturnView SSG
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24 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Review Risk Index Click Risk Index
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25 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Is Risk Reasonable? Click to ReturnView SSG
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26 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Summary Reasons to Buy and Items to Check
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27 © Copyright 2005 ICLUBcentral Inc. All rights reserved. There's More! Advanced Mode Eliminate outliers & project future growth with judgment screen Check status of companies Save, update, delete companies
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28 © Copyright 2005 ICLUBcentral Inc. All rights reserved. Advanced Mode
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29 © Copyright 2005 ICLUBcentral Inc. All rights reserved. NAIC Take Stock Pricing –$99 for NAIC members (comes with one year of data) –$149.00 for non-members –$49 for annual data renewals For More Information, to Download a Demo or to Order, Visit: –http://www.iclub.com/takestock/
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