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Mastering Stock Comparison: A Step-by-Step Guide Using NAIC Methods

Discover the essential steps to effectively compare stocks in this comprehensive guide. Learn to evaluate companies within the same industry using current Stock Selection Guides (SSGs), make informed judgments about the best choices, and develop a balanced portfolio that aligns with your investing goals. This guide emphasizes growth, management quality, and value items, while providing tools for saving and retrieving your analyses. Whether you're new to investing or looking for techniques to refine your skills, this resource offers invaluable insights into the NAIC method.

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Mastering Stock Comparison: A Step-by-Step Guide Using NAIC Methods

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  1. Stock Comparison Guide NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way

  2. Stock Comparison Guide

  3. Stock Comparison Guide • Keys to comparing: • Compare companies in the same industry • Use current SSGs in the comparison • Review the computer’s selections for ‘best’ • Make your own judgments

  4. Go File/New/SCG Click Industry header to sort database list Select up to 5 companies for comparison SCG - Load Companies

  5. Note score for ‘bests’ Review each line item Click cell to change highlighting Scroll to see all data Revisit ‘bests’ score after judgment SCG - Compare Companies

  6. SCG - What to Look For? • Choose company that meets your investing objectives: • Growth? More or less risk? • (Over time) a diverse and balanced portfolio • Data comes from your SSGs and depends upon your judgment

  7. SCG - What to Look For? • Growth: past and future • Management: 5-year averages • Price: value items / some provide context for current values • Other: variety of informational items • Optional: choose from list or set own

  8. Past and future Higher growth is normally better Growth should fit your goals SCG - Growth

  9. Measures quality of management % profit margin before taxes % earned on equity % owned by management (data missing) SCG - Management

  10. Value assessments Not all lines need be highlighted e.g. price ranges, P/E ratios, price zones Right-click on row for What’s This? help SCG - Price

  11. SCG - Other • Characteristics: growth, quality, value, & safety • Some cells are informational / not judgment items • Lines 27 & 28 are optional choices

  12. Go File/Save/SCG All data & judgments will be saved Retrieving original SCG will display original studies Right-click SCG to refresh data from updated studies SCG - Save Comparisons

  13. File /New or Open/Stock Comparison Guide File/select from last 5 items saved From open company: View/SCG menu item Main Page Prompt window/ Comparison Guide From Company to SCG

  14. SCG - Summary • Select up to 5 companies • Apply judgment to computer-selected ‘bests’ • Conclude which company has the most ‘bests’ and meets your goals • Save • Use Help features for assistance

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

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