SA _Short Overview

1
(No Transcript)
2
Short Overview
The most comprehensive program for NAIC analysis
3
Stock Selection Guide (SSG) Graph

• Full size, easy to read
• Computer/User trend/projections
• Outliers
• Preferred Procedure
• Latest Q box
• Dynamic readouts
• Price zoning bar

4
SSG GraphPreferred Procedure and Selected
Graphics
5
Stock Selection Guide (SSG) Analysis

• Easy to read
• Optional debt analysis
• Strike-outs
• Optional projected P/E
• Unrestricted judgment
• Simple and weighted averages

6
SSG AnalysisManagement Graphics and Low Price
Selection
Simple and easy interpretations and selections
7
(PMG) Portfolio Management Guide

• Tracks Company Performance (Value)
• Graph and Report
• Up to 6 years of data
• Relative Value history

8
(PERT) Portfolio Evaluation Review Technique
PERT Q and Y Track company growth and profits

• Divisions by FY
• Latest reported Q
• Graphics

9
PERT Graphics

• For the Advanced User
• Help visualize cumulative quarterly and yearly
  results
• Up to 6 years of data
• Show characteristics not easily discernable in
  numerical data

10
Balance Sheet and Notes

• For Advanced Users
• The first information to review before analysis
• Safety and financial strength
• Capital structure
• Record of comments for your future recollection

Introductory paragraph to SSG in NAIC Official
Guide
11
Comparison Guide

• Multiple Comparison Guides at the same time
• Add judgment to each row
• 16 additional items in Other section
• Graphics

12
Comparison Guide

• Compare graphically any of 25 items for the
  selected companies
• See each companys performance in each category

13
PERT Summary, Sort, Challenge Tree
14
Updating

• from keyboard
• updating from NAIC/SP Datafiles (yearly,
  quarterly, and balance sheet)
• price updating from the Internet
• price updating from STB - BBS (with Prospector
  software)
• price exchange with other programs (Quicken,etc.)
• links to Prospector for analyzing companies
• Internet link to companys site
• Internet link to other favorite sites

15
PortfoliosMeasures How your Holdings are
Performing

• Full summary for individual stocks and portfolio

16
Diversification

• Shows portfolio balance...
• by sector, size, and currency...
• numerically and graphically

17
Cost of Switching and Planner

• Follow NAIC principles...
• Invest for the long term
• Buy and hold well-managed good quality growth
  stocks

18
Reports and Other Items

• 20 Printed Reports
• multi-page report printing
• clean and appealing appearance
• full color (for color printers)
• beginner/advanced user modes
• on-line Help and Glossary
• User Manual and Investor Guide
• NAIC Approved, and lots more

19
Demonstration
The most comprehensive program for NAIC analysis