Stock Check List

NAIC ClassicNAIC recommended to teach you,

step-by-step, the NAIC way

Stock Check ListA Beginner’s basic analysis of a

companyEvaluates company growth and valueUse the SCL to learn these concepts of

growth and valueEventually you may move to the more

detailed Stock Selection Guide

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

Stock Check List - Part 1

Measure 5 year growth for: Sales

Stock Check List - Part 2

Measure 5 year growth for: Earnings per Share (EPS)

Explain reasons for growth differences

Stock Check List - Part 2

Research company to: determine

reasons for past growth

make informed judgments about future growth

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

Stock Check List - Part 3 Determine fair value

compare current price-earnings ratio (P/E) to 5 year average P/E

Stock Check List - Part 3

Measure 5 year growth for: Price

Stock Check List - Part 4

Conclude whether company meets your goals for growth & value

Identify a growing company EPS growth should be supported by

similar sales growthBuy at a fair price (for P/E expansion)

current price-earnings ratio (P/E) is same or less than average P/E

Goals Review

SCList OperationLoad 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

SCList OperationFollow step-by-step instructions

The Prompt window is your tutor Refer to it every step to:

follow a consistent approachfocus on important points

SCList OperationUse Help features for in-depth assistance

Right-click for What’s This? and More Help Help links F1 key Glossary Stock Wiz

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

Internet FeaturesDirect 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

Getting Started

Choose your study report

Choose your data source

Start

Created by STB Investor Software Inc.

NAIC Classic

NAIC recommended to teach you, step-by-step, the NAIC way