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Stock Comparison Guide

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

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Stock Comparison Guide

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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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