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Stock Check List

Stock Check List. NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way. Stock Check List. A Beginner’s basic analysis of a company Evaluates company growth and value Use the SCL to learn these concepts of growth and value

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Stock Check List

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

  2. Stock Check List • A Beginner’s 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. Research company to: determine reasons for past growth make informed judgments about future growth Stock Check List - Part 2

  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 S&P

  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 What’s This? and More Help • Help links • F1 key • Glossary • Stock Wiz

  15. 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 Internet Features

  16. 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 Internet Features

  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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