Stock Check List
NAIC Classic
NAIC recommended to teach you,
step-by-step, the NAIC way
Stock Check List
A Beginner’s basic analysis of a company
Evaluates company growth and value
Use the SCL to learn these concepts of
growth and value
Eventually you may move to the more
detailed Stock Selection Guide
Why Growth?
Sales and earnings growth increase
company value
Growth drives share price higher
Over 5 years, a company with 15% growth
has the potential to double your investment
Stock Check List - Part 1
Measure 5 year growth for:
Sales
Stock Check List - Part 2
Measure 5 year growth for:
Earnings per Share (EPS)
Explain reasons for growth differences
Stock Check List - Part 2
Research
company to:
determine
reasons for past
growth
make informed
judgments about
future growth
Why Value?
Buying at a reasonable price increases
your potential to double your investment
over 5 years
Price-earnings ratio measures value
Purchase when current P/E is same or less
than historical average P/E
Stock Check List - Part 3
Determine fair value
compare current price-earnings ratio (P/E) to
5 year average P/E
Stock Check List - Part 3
Measure 5 year growth for:
Price
Stock Check List - Part 4
Conclude whether company meets your
goals for growth & value
Goals Review
Identify a growing company
EPS growth should be supported by similar
sales growth
Buy at a fair price (for P/E expansion)
current price-earnings ratio (P/E) is same or
less than average P/E
SCList Operation
Load data into the Stock Check List
Electronically: Datafiles provide fast and
easy entry
Manually: Type in data from a published
source such as Value Line or S&P
SCList Operation
Follow step-by-step instructions
The Prompt window is your tutor
Refer to it every step to:
follow a consistent approach
focus on important points
SCList Operation
Use Help features for in-depth assistance
Right-click for What’s This? and More Help
Help links
F1 key
Glossary
Stock Wiz
Internet Features
 Direct access to
company, research, club
and favorite web sites
 Update prices from
Internet for company or
entire database
 Click on SSG, SDF or CSV
files to load immediately
into Classic
Internet Features
Direct link to STB Investor
Software web site
help as needed by phone,
fax, or e-mail
more tips and techniques for
getting the most from Classic
slideshow presentations
register your software
Getting Started
Choose your study
report
Choose your data
source
Start
Created by
STB Investor Software Inc.
NAIC Classic
NAIC recommended to teach you,
step-by-step, the NAIC way