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