naic stock analyst copyright 2003 iclubcentral inc. all rights reserved using the new naic stock...

NAIC Stock Analyst

Copyright 2003 ICLUBcentral Inc. All rights reserved

Using the new

NAIC Stock Analyst

www.iclub.com

Who am I?

An Important Audience Poll

• A show of hands, please …– How many here know how to do an SSG?– How many here have done PERT?– How many can read a balance sheet?

The all newNAIC Stock Analyst

The List Panel

Click on the bar• Companies

– Filter via portfolio

• Comparisons– Challenge Tree– Stock Comparison

• Portfolios

Hide it if you need more room

NAIC Online Premium Services

OPS data Access• Direct OPS

connection• Type in the

symbol

The work area

Companies

Copyright 2003 ICLUBcentral Inc. All rights reserved

The Company Button Bar

SSG

PMG

PERT A & B

PERT Graphs

Balance Sheet

Data Entry & Report

Trend Graph

Stock Selection Guide Graph

• Full size, easy to read• Computer/User

trend/projections• Outliers• Preferred Procedure• Expanded Latest

Quarter box• Price zoning bar• SSG Graph Options

Stock Selection Guide (SSG) Analysis

• Easy to read• Optional debt to

equity analysis• Strike-outs• Optional projected

P/E• Simple and weighted

averages

Portfolio Management Guide

• Tracks Company Performance (Value)

• Graph and Report• Up to 6 years of

data• Relative Value

history

PERT A & B

• Divisions by FY• Latest reported Q• Graphics

PERT A and B

Track company growth and profits

PERT Graphics

• Visualize cumulative quarterly & yearly results

• Up to 6 years of data• See characteristics not

easily discernable in numerical data

Balance Report & Analysis

• The first* information to review before analysis

• Safety and financial strength

• Capital structure• Record of comments

for your future recollection

* NAIC Official Guide

Data Entry & Report

• All the data in one place

• Handy report for club meetings

• Update the company

Trend Graph

• Compare three financial metrics

• 26 items• 3 user definable

items• Printable

Comparisons

Copyright 2003 ICLUBcentral Inc. All rights reserved

Stock Comparison Guide

• NAIC standard SCG

• Add judgment

• Display multiple Comparison Guides at the same time

Stock Comparison Guide Graph

• Compare graphically any of 26 items for the comapared companies

• See each company’s performance in each category

Challenge Tree

• Used when a company of equal or greater quality offers more gain on the upside and less risk on the downside than an exisiting portfolio holding

• The only NAIC product with this tool!

• NAIC standard Challenge Tree

• Add judgment

Cost of Switching

Is it really worthwhile switching?

Portfolios

Copyright 2003 ICLUBcentral Inc. All rights reserved

Summary• Measures how your portfolio is performing • Full summary for individual stocks & portfolio

Analysis• Review the fundamentals for individual stocks & portfolio• Alerts

Portfolio Evaluation Review Technique (PERT Report)

• Portfolio management tool that focuses on fundamental performance of companies

• NAIC Official form

Diversification• Shows portfolio balance...• by sector, size, and currency...• numerically and graphically

Retirement Planner• Nifty extra• Are you really meeting your goals?

There’s more…

Copyright 2003 ICLUBcentral Inc. All rights reserved

Updating Companies & Prices

• Multiple companies• NAIC Online Premium

Services

Sorting• Review every company in the database• Multiple database capabilities

– Backup– Restore

Websites

• Review Internet information

• customizable

Lots more…

• Official NAIC

• Help & Glossary

• Printable Manual & Quick Start Guide

20+ Printed Reports

– multi-page report printing

– clean and appealing appearance

– full color (for color printers)

NAIC Stock Analyst

Copyright 2003 ICLUBcentral Inc. All rights reserved

The most comprehensive program for NAIC analysis

www.iclub.com