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Title:

Stock Check List

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Stock Check List. A Beginner's basic analysis of a company. Evaluates company growth and value ... Stock Check List - Part 4. Conclude whether company meets ... – PowerPoint PPT presentation

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Title: Stock Check List


1
Stock Check List
  • NAIC Classic
  • NAIC recommended to teach you, step-by-step,
    the NAIC way

2
Stock Check List
  • A Beginners basic analysis of a company
  • Evaluates company growth and value
  • Use the SCL to learn these concepts of growth and
    value
  • Eventually you may move to the more detailed
    Stock Selection Guide

3
Why Growth?
  • Sales and earnings growth increase company value
  • Growth drives share price higher
  • Over 5 years, a company with 15 growth has the
    potential to double your investment

4
Stock Check List - Part 1
  • Measure 5 year growth for
  • Sales

5
Stock Check List - Part 2
  • Measure 5 year growth for
  • Earnings per Share (EPS)
  • Explain reasons for growth differences

6
Stock Check List - Part 2
  • Research company to
  • determine reasons for past growth
  • make informed judgments about future growth

7
Why Value?
  • Buying at a reasonable price increases your
    potential to double your investment over 5 years
  • Price-earnings ratio measures value
  • Purchase when current P/E is same or less than
    historical average P/E

8
Stock Check List - Part 3
  • Determine fair value
  • compare current price-earnings ratio (P/E) to 5
    year average P/E

9
Stock Check List - Part 3
  • Measure 5 year growth for
  • Price

10
Stock Check List - Part 4
  • Conclude whether company meets your goals for
    growth value

11
Goals Review
  • Identify a growing company
  • EPS growth should be supported by similar sales
    growth
  • Buy at a fair price (for P/E expansion)
  • current price-earnings ratio (P/E) is same or
    less than average P/E

12
SCList Operation
  • Load data into the Stock Check List
  • Electronically Datafiles provide fast and easy
    entry
  • Manually Type in data from a published source
    such as Value Line or SP

13
SCList Operation
  • Follow step-by-step instructions
  • The Prompt window is your tutor
  • Refer to it every step to
  • follow a consistent approach
  • focus on important points

14
SCList Operation
  • Use Help features for in-depth assistance
  • Right-click for Whats This? and More Help
  • Help links
  • F1 key
  • Glossary
  • Stock Wiz

15
Internet Features
  • Direct access to company, research, club and
    favorite web sites
  • Update prices from Internet for company or entire
    database
  • Click on SSG, SDF or CSV files to load
    immediately into Classic

16
Internet Features
  • Direct link to STB Investor Software web site
  • help as needed by phone, fax, or e-mail
  • more tips and techniques for getting the most
    from Classic
  • slideshow presentations
  • register your software

17
Getting Started
  • Choose your study report
  • Choose your data source
  • Start

18
Created by STB Investor Software Inc.
  • NAIC Classic
  • NAIC recommended to teach you, step-by-step,
    the NAIC way
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