Working with Data

NAIC Classic

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

Outline

What data is needed?

Sources of data: electronic, paper

Using datafiles

Entering data from keyboard

Updating prices, Q and Y results

Saving & sharing data

What Basic Data is Needed?

Company data

Sales

Earnings per share

Prices: high/low

Current price

Sources of Data

Datafiles: NAIC/S&P Compustat

Standard and Poor’s Reports

Value Line Investment Survey

Company reports (annual, quarterly)

SEC issued: 10K and 10Q reports

Online Sources

better-investing.org

freeedgar.com

infobeat.com

investorama.com

marketguide.com

moneycentral.msn.com/investor

Using Datafiles

Quick start on study

Purchased subscription

Download studies from Internet with a click

NAIC Classic SDF or general SSG format

Entering Data - Keyboard

NAIC Classic data entry forms: Stock Check List, SSG Graph, SSG Analysis

Beginner enters data step-by-step

Help features provide explanations

References to Value Line, Standard and Poor’s, and typical company annual report

Help Features

Every data window has a Help button

Right-click a cell to call What’s This? for explanation

From What’s This? click More Help for details

What Data is Needed?

Stock Check List Company data

Sales

Earnings per share

Prices: high/low

Current price

Last 4Q EPS

What Data is Needed?

SSG Graph Company data

Sales

Earnings per share

Prices: high/low

Current price

Q sales & EPS

What Data is Needed?

SSG Analysis pre-tax income

or tax rate

common equity or book value

net profit

dividends

What Data is Needed?

SSG Report (only summary shown here)

Data comes from your SSG study

Right-click on cells to select from a list of choices

Type in comments

What Data is Needed?

Stock Comparison Guide (only 2 parts shown here)

Data comes from your completed SSG

Number of ‘Bests’

Lines 27/28 are optional choices from list or add your own

Updating

For completed stock studies

Keeps studies current

Times to update a study

when reviewing your stock - price

quarterly - new Q results

yearly - new FY results

Use same data source as originally

Price Updating - Keyboard

Go File/Update/From Price files

Click on header to sort by Exchange

Type in prices, click Start Update button

Note Alert column report

Price Updating - Internet

For company currently open, go View/Company web site/Yahoo! Company price quote type or cut and paste price into Classic

Price Updating - Internet

For all companies, go View/Favorite web sites/Yahoo! Multiple price quotes

Click Start Update to update all companies

Datafile Updating Q & Y

File/Update/From SSG Datafiles

Select companies to updateDo not mix data

sources for a company

Full update keeps data consistent for each company

Keyboard Updating Q & Y

Open the company

Use View/Review / Enter Data to access the data entry window

Click Add new Q/Year button

Help button gives instructions

Saving Data

Save company or comparison data

Menu item: File/Save

If company is new, a new record will be saved in the database

File/Save As - for alternative studies

Database Backup

Protect your database of studies

Copy to folder or diskette

Adopt the “backup habit”

Sharing Data / Export

Open the company you wish to share

To export go File/Save As

Choose the drive:

A: for diskette

C: for computer

SDF or SSG file type

Sharing Data / Import

Places to find SSG or SDF files:

NAIC web site

E-mail attachment

Click on file to open it and start Classic

Experienced User Level

You may switch to this after you have mastered the basic process for studying a company

No step-by-step prompts are given

Enter all data in one tabbed window

Some optional settings may be made

Data Tips

Data may vary due to its source Use same source for all data within a

study

Datafiles are easiest for beginners to get started

If you cannot find sufficient data, find another company

Created by STB Investor Software Inc.

NAIC Classic

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