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’

Make your own judgments

SCG - Load Companies

Go File/New/SCG

Click Industry header to sort database list

Select up to 5 companies for comparison

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

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

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?

SCG - Growth

Past and future

Higher growth is normally better

Growth should fit your goals

SCG - Management

Measures quality of management

% profit margin before taxes

% earned on equity

% owned by management (data missing)

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

SCG - Other

Characteristics: growth, quality, value, & safety

Some cells are informational / not judgment items

Lines 27 & 28 are optional choices

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

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

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

Created by STB Investor Software Inc.

NAIC Classic

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