Copyright 2005 ICLUBcentral Inc. All rights reserved NAIC Take Stock Learn the Basics of Investing...
-
Upload
claude-french -
Category
Documents
-
view
217 -
download
0
Transcript of Copyright 2005 ICLUBcentral Inc. All rights reserved NAIC Take Stock Learn the Basics of Investing...
Copyright 2005 ICLUBcentral Inc. All rights reserved
NAIC Take Stock
Learn the Basics of Investing
withNAIC Take
Stock
by Douglas GerlachVP of Investing Products,
ICLUBcentral Inc.
2© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Welcome to NAIC Take Stock!
3© Copyright 2005 ICLUBcentral Inc. All rights reserved.
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
4© Copyright 2005 ICLUBcentral Inc. All rights reserved.
On the Left....
• Enter ticker symbol to retrieve data from Internet
• Navigational Map shows where you are
• Educational explanation of concepts
5© Copyright 2005 ICLUBcentral Inc. All rights reserved.
On the Top....
Toolbar offers access to various functions:
– Wizard (Start here!)– Summary– Web– Preferences– Help
6© Copyright 2005 ICLUBcentral Inc. All rights reserved.
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.
7© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Take Stock's First Impression...
Click Continue (or Discard)
8© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Is EPS Growth Stable & Predictable?
Make a Selection Click Continue
9© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Is Growth Strong?
Make a Selection Click Continue
10© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Make Growth Projections
Make a Selection Click Continue
11© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Are Profit Margins Stable?
Make a Selection Click Continue
12© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Estimate Future High P/E Ratio
Make a Selection Click Finish
13© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Review Quality & Price Fundamentals
Click Quality Index
14© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Review Growth
Click Growth Index
15© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Examine Growth Factors
16© Copyright 2005 ICLUBcentral Inc. All rights reserved.
DisplaySSG Page 1
Click to Close
17© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Review Efficiency
Click Efficiency Indicator
18© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Examine Efficiency Factors
Click to Return View SSG
19© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Review of Quality & Price
Click Quality Index
20© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Display SSG Page 2
Click to Close
21© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Review Price
Click Buy
Price
22© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Review Return at Buy Price
Click Total
Return
23© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Is Total Return Acceptable?
Click to Return View SSG
24© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Review Risk Index
Click Risk Index
25© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Is Risk Reasonable?
Click to Return View SSG
26© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Summary
Reasons to Buy
and
Items to Check
27© Copyright 2005 ICLUBcentral Inc. All rights reserved.
There's More!
Advanced Mode
• Eliminate outliers & project future growth with judgment screen
• Check status of companies
• Save, update, delete companies
28© Copyright 2005 ICLUBcentral Inc. All rights reserved.
Advanced Mode
29© Copyright 2005 ICLUBcentral Inc. All rights reserved.
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/