PMG and PERT

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PMG and PERT
The most comprehensive program for NAIC analysis
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PMG and PERT

• Track on-going company performance
• Provide comparison with your SSG expectations
• Alert investor of changes
• Help with buy/sell decisions

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PMG and PERT

• Help with BUY/SELL decisions
• Record and calculate
• quarterly growth for revenue, pre-tax income, and
  EPS
• monthly prices, P/E ratios, relative value
• Graph
• quarterly data
• monthly price, P/E ratio, relative value
• changes in growth (PERT graphics)

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PMG and PERT

• Reports (7)
• PMG Report and PMG Graph
• PERT Q and Pert Y (PERT A)
• PERT Graphics 1
• PERT Graphics 2
• PERT Summary (in Comparison Module)
• 6 years of data (24 quarters)

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(PMG) Portfolio Management Guide

• Tracks Company Performance (Value)
• Graph and Report
• Up to 6 years of data
• Relative Value history

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PMG Data (Parts 1 and 2)

• From Part 3 of SSG (current and previous
  analysis)
• Average/Alert PE
• Buy/Sell Price Zones

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PMG (Part 3)

• On-going monitoring of companys achievements
• Records Quarterly EPS and monthly price
• Calculates Cumulative EPS, P/E, and relative
  value
• Records up to 6 years of data

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PMG (Monthly Prices)
Update manually from keyboard or automatically
from Internet or STB-BBS
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PMG (Part 3)
Latest quarter Projected EPS
P/E Relative Value
Latest quarter (yellow line) set automatically
or manually in Q Data window
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PMG Graph

• Price (blue)
• Price Zone bar (blue)
• P/E (red)
• P/E Alert Bar (red)
• Relative Value (red)

Bars are the SSG-set targets Lines indicate
current value
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PERT Quarterly Yearly
PERT Q and Y Track company performance (growth
and profits)

• Divisions by FY
• Latest reported Q
• Graphics

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PERT Quarterly
Note quarterly changes in EPS, revenue, and
pre-tax income
Divisions by FY Latest Reported Q
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PERT Yearly
Shows results accumulated over 4 quarters
Especially important are the three change
columns
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PERT Graphics

• For the Advanced User
• Help visualize cumulative quarterly and yearly
  results
• Up to 6 years of data
• Show characteristics not easily discernable in
  numerical data

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PERT Graphics 1

• Shows the change in EPS, revenue, pre-tax income,
  and profitability
• Quarterly and 4Q totaled data
• Positive movement is good

Are growths and profits maintained?
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PERT Graphics 2

• Q data show characteristics not normally
  apparent in yearly data
• Quarterly revenue, pre-tax income, and EPS
• 4Q totaled values
• Projected values (EPS)

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Tracking Summary

• The SSG sets company targets (P/E and growth).
  PMG and PERT are used to track company on-going
  performance
• Differences from expected results should trigger
  a review and update of the SSG
• Make the buy/sell decision on the basis of an
  updated SSG study

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Demonstration
The most comprehensive program for NAIC analysis
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