NAIC Stock Analyst Copyright 2003 ICLUBcentral Inc. All rights reserved Using the new NAIC Stock...
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Transcript of NAIC Stock Analyst Copyright 2003 ICLUBcentral Inc. All rights reserved Using the new NAIC Stock...
![Page 1: NAIC Stock Analyst Copyright 2003 ICLUBcentral Inc. All rights reserved Using the new NAIC Stock Analyst .](https://reader034.fdocuments.net/reader034/viewer/2022042822/56649e525503460f94b47bd5/html5/thumbnails/1.jpg)
NAIC Stock Analyst
Copyright 2003 ICLUBcentral Inc. All rights reserved
Using the new
NAIC Stock Analyst
www.iclub.com
![Page 2: NAIC Stock Analyst Copyright 2003 ICLUBcentral Inc. All rights reserved Using the new NAIC Stock Analyst .](https://reader034.fdocuments.net/reader034/viewer/2022042822/56649e525503460f94b47bd5/html5/thumbnails/2.jpg)
Who am I?
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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?
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The all newNAIC Stock Analyst
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The List Panel
Click on the bar• Companies
– Filter via portfolio
• Comparisons– Challenge Tree– Stock Comparison
• Portfolios
Hide it if you need more room
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NAIC Online Premium Services
OPS data Access• Direct OPS
connection• Type in the
symbol
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The work area
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Companies
Copyright 2003 ICLUBcentral Inc. All rights reserved
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The Company Button Bar
SSG
PMG
PERT A & B
PERT Graphs
Balance Sheet
Data Entry & Report
Trend Graph
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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
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Stock Selection Guide (SSG) Analysis
• Easy to read• Optional debt to
equity analysis• Strike-outs• Optional projected
P/E• Simple and weighted
averages
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Portfolio Management Guide
• Tracks Company Performance (Value)
• Graph and Report• Up to 6 years of
data• Relative Value
history
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PERT A & B
• Divisions by FY• Latest reported Q• Graphics
PERT A and B
Track company growth and profits
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PERT Graphics
• Visualize cumulative quarterly & yearly results
• Up to 6 years of data• See characteristics not
easily discernable in numerical data
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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
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Data Entry & Report
• All the data in one place
• Handy report for club meetings
• Update the company
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Trend Graph
• Compare three financial metrics
• 26 items• 3 user definable
items• Printable
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Comparisons
Copyright 2003 ICLUBcentral Inc. All rights reserved
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Stock Comparison Guide
• NAIC standard SCG
• Add judgment
• Display multiple Comparison Guides at the same time
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Stock Comparison Guide Graph
• Compare graphically any of 26 items for the comapared companies
• See each company’s performance in each category
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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
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Cost of Switching
Is it really worthwhile switching?
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Portfolios
Copyright 2003 ICLUBcentral Inc. All rights reserved
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Summary• Measures how your portfolio is performing • Full summary for individual stocks & portfolio
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Analysis• Review the fundamentals for individual stocks & portfolio• Alerts
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Portfolio Evaluation Review Technique (PERT Report)
• Portfolio management tool that focuses on fundamental performance of companies
• NAIC Official form
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Diversification• Shows portfolio balance...• by sector, size, and currency...• numerically and graphically
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Retirement Planner• Nifty extra• Are you really meeting your goals?
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There’s more…
Copyright 2003 ICLUBcentral Inc. All rights reserved
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Updating Companies & Prices
• Multiple companies• NAIC Online Premium
Services
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Sorting• Review every company in the database• Multiple database capabilities
– Backup– Restore
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Websites
• Review Internet information
• customizable
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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)
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NAIC Stock Analyst
Copyright 2003 ICLUBcentral Inc. All rights reserved
The most comprehensive program for NAIC analysis
www.iclub.com