A Comparison of Inventory Safety Stock Calculation Methods for the ...
Stock Comparison Guide
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Transcript of Stock Comparison Guide
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Stock Comparison Guide
NAIC Classic
NAIC recommended to teach you, step-by-step, the NAIC way
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Stock Comparison Guide
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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
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SCG - Load Companies
Go File/New/SCG
Click Industry header to sort database list
Select up to 5 companies for comparison
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SCG - Compare Companies
Note score for ‘bests’
Review each line item
Click cell to change highlighting
Scroll to see all data
Revisit ‘bests’ score after judgment
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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
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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
SCG - What to Look For?
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SCG - Growth
Past and future
Higher growth is normally better
Growth should fit your goals
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SCG - Management
Measures quality of management
% profit margin before taxes
% earned on equity
% owned by management (data missing)
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SCG - Price
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
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SCG - Other
Characteristics: growth, quality, value, & safety
Some cells are informational / not judgment items
Lines 27 & 28 are optional choices
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SCG - Save Comparisons
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
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From Company to SCG
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
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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
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Created by STB Investor Software Inc.
NAIC Classic
NAIC recommended to teach you, step-by-step, the NAIC way