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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/