copyright 2005 iclubcentral inc. all rights reserved naic take stock learn the basics of investing...

Copyright 2005 ICLUBcentral Inc. All rights reserved

NAIC Take Stock

Learn the Basics of Investing

withNAIC Take

Stock

by Douglas GerlachVP of Investing Products,

ICLUBcentral Inc.

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Welcome to NAIC Take Stock!

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Who Should Use Take Stock?

• New investors who don't want to learn SSG

• New investors who want to learn SSG

• Any investor who wants to double-check his/her judgment

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On the Left....

• Enter ticker symbol to retrieve data from Internet

• Navigational Map shows where you are

• Educational explanation of concepts

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On the Top....

Toolbar offers access to various functions:

– Wizard (Start here!)– Summary– Web– Preferences– Help

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What Is “Judgment?”

• The application of your knowledge and experience to your analysis of a stock.

• Take Stock provides default, conservative judgment to all aspects of SSG.

• Like looking over the shoulder of an experienced investor as he/she analyzes a stock.

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Take Stock's First Impression...

Click Continue (or Discard)

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Is EPS Growth Stable & Predictable?

Make a Selection Click Continue

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Is Growth Strong?

Make a Selection Click Continue

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Make Growth Projections

Make a Selection Click Continue

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Are Profit Margins Stable?

Make a Selection Click Continue

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Estimate Future High P/E Ratio

Make a Selection Click Finish

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Review Quality & Price Fundamentals

Click Quality Index

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Review Growth

Click Growth Index

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Examine Growth Factors

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DisplaySSG Page 1

Click to Close

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Review Efficiency

Click Efficiency Indicator

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Examine Efficiency Factors

Click to Return View SSG

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Review of Quality & Price

Click Quality Index

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Display SSG Page 2

Click to Close

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Review Price

Click Buy

Price

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Review Return at Buy Price

Click Total

Return

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Is Total Return Acceptable?

Click to Return View SSG

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Review Risk Index

Click Risk Index

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Is Risk Reasonable?

Click to Return View SSG

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Summary

Reasons to Buy

and

Items to Check

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There's More!

Advanced Mode

• Eliminate outliers & project future growth with judgment screen

• Check status of companies

• Save, update, delete companies

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Advanced Mode

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NAIC Take Stock

Pricing

– $99 for NAIC members (comes with one year of data)

– $149.00 for non-members

– $49 for annual data renewals

For More Information, to Download a Demo or to Order, Visit:

– http://www.iclub.com/takestock/