1. NAIC Stock Analyst Copyright 2003 ICLUBcentral Inc. All rights reserved Using the new NAIC Stock Analyst www.iclub.com

2. Who am I?

3. An Important Audience Poll A show of hands, please … – How many here know how to do an SSG? – How many here have done PERT? – How many can read a balance sheet?

4. The all new NAIC Stock Analyst

5. The List Panel Click on the bar Companies –Filter via portfolio Comparisons –Challenge Tree –Stock Comparison Portfolios Hide it if you need more room

6. NAIC Online Premium Services OPS data Access Direct OPS connection Type in the symbol

7. The work area

8. Companies Copyright 2003 ICLUBcentral Inc. All rights reserved

9. The Company Button Bar SSG PMG PERT A & B PERT Graphs Balance Sheet Data Entry & Report Trend Graph

10. Stock Selection Guide Graph Full size, easy to read Computer/User trend/projections Outliers Preferred Procedure Expanded Latest Quarter box Price zoning bar SSG Graph Options

11. Stock Selection Guide (SSG) Analysis Easy to read Optional debt to equity analysis Strike-outs Optional projected P/E Simple and weighted averages

12. Portfolio Management Guide Tracks Company Performance (Value) Graph and Report Up to 6 years of data Relative Value history

13. PERT A & B Divisions by FY Latest reported Q Graphics PERT A and B Track company growth and profits

14. PERT Graphics Visualize cumulative quarterly & yearly results Up to 6 years of data See characteristics not easily discernable in numerical data

15. Balance Report & Analysis The first* information to review before analysis Safety and financial strength Capital structure Record of comments for your future recollection * NAIC Official Guide

16. Data Entry & Report All the data in one place Handy report for club meetings Update the company

17. Trend Graph Compare three financial metrics 26 items 3 user definable items Printable

18. Comparisons Copyright 2003 ICLUBcentral Inc. All rights reserved

19. Stock Comparison Guide NAIC standard SCG Add judgment Display multiple Comparison Guides at the same time

20. Stock Comparison Guide Graph Compare graphically any of 26 items for the comapared companies See each company’s performance in each category

21. Challenge Tree Used when a company of equal or greater quality offers more gain on the upside and less risk on the downside than an exisiting portfolio holding The only NAIC product with this tool! NAIC standard Challenge Tree Add judgment

22. Cost of Switching Is it really worthwhile switching?

23. Portfolios Copyright 2003 ICLUBcentral Inc. All rights reserved

24. Summary Measures how your portfolio is performing Full summary for individual stocks & portfolio

25. Analysis Review the fundamentals for individual stocks & portfolio Alerts

26. Portfolio Evaluation Review Technique (PERT Report) Portfolio management tool that focuses on fundamental performance of companies NAIC Official form

27. Diversification Shows portfolio balance... by sector, size, and currency... numerically and graphically

28. Retirement Planner Nifty extra Are you really meeting your goals?

29. There’s more… Copyright 2003 ICLUBcentral Inc. All rights reserved

30. Updating Companies & Prices Multiple companies NAIC Online Premium Services

31. Sorting Review every company in the database Multiple database capabilities –Backup –Restore

32. Websites Review Internet information customizable

33. Lots more… Official NAIC Help & Glossary Printable Manual & Quick Start Guide 20+ Printed Reports –multi-page report printing –clean and appealing appearance –full color (for color printers)

34. NAIC Stock Analyst Copyright 2003 ICLUBcentral Inc. All rights reserved The most comprehensive program for NAIC analysis www.iclub.com