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Forms
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Quick Analysis
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SSG
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Stock Check List
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SCG
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PERT
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QUICK ANALYSIS FORM
This is a preliminary check of stock to see if it is worthy of further in-depth analysis. This is very easy to do and will save you a lot of time. Click here to go to form
STOCK SELECTION GUIDE (SSG)
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"The information below is taken directly from NAIC's website - SSG."
The Stock Selection Guide is the working section of the Stock Selection Guide & Report. The Stock Selection Guide helps you to learn the facts about a company's past and present and form a judgment as to its likely value in the future.
The SSG contains five sections:
- In Visual Analysis of Sales, Earnings and Price, you graph sales, earnings per share, and stock price figures for the past 10 years. This will help you produce trend lines which will show quickly if you have a stock worthy of further study. The past results help you to project earnings at a reasonable rate.
- You use the sales and earning per share trend lines, pre-tax profit margin, and return on shareholder's equity in Evaluating Management.
- The Price-Earnings History shows how stock prices have fluctuated with earnings and dividends. It is a building block for translating earnings into future stock prices.
- Assuming one recession and one business boom every 5 years, you calculate how high and how low the stock might sell. The upside-downside ratio, which measures the potential gain versus the risk of loss, is the key to Evaluating Risk and Reward.
- The calculations of 5-Year Potential provide a picture of future income. They also provide a standard for comparing income and growth stocks.
STOCK CHECK LIST (SCL)
"The information below is taken directly from NAIC's website - SCL"The Stock Check List is designed to help the beginning investor make a basic stock analysis. After completing the form, the investor will know recent sales and earnings per share history and whether the stock's current price is suitable for purchase.
The Check List is not intended to provide a thorough analysis. Rather, the form is offered as a precursor to the Stock Selection Guide & Report. The beginning investor should practice the Stock Selection Guide during the period in which he is utilizing the Check List. After no more than six months, the now more experienced club member should be ready to make the Stock Selection Guide & Report his basic stock study tool.
Some new investors grasp the Guide more quickly than others, and may be able to forego the Stock Check List entirely.
STOCK COMPARISON GUIDE (SCG)
"The information below is taken directly from NAIC's website - SCG"
The Stock Comparison Guide helps you compare several companies and select for investment the one which most nearly meets your objective. Completing this form helps you make an informed decision on which stock, if any, should be purchased.
The Comparison Guide lets you review, quickly and easily, the important differences in the same data on several companies. All of the figures needed are already available to you from the Stock Selection Guide.
The Comparison Guide has four sections.
- Growth comparisons
- Management comparisons
- Price comparisons
- Other comparisons
The more similar the businesses of the companies being studied , the more meaningful the Stock Comparison Guide becomes.
PORTFOLIO EVALUATION REVIEW TECHNIQUE (PERT)
"The information below is taken directly from NAIC's website - PERT"PERT is an acronym for Portfolio Evaluation Review Technique. PERT is a logical extension of the Stock Selection Guide, and is used for portfolio management. The concept is to conduct a monthly review of all stocks' fundamentals in terms of the same factors used when the stocks were initially purchased.
The PERT Form displays the data to help the investor/portfolio manager determine whether the stock:
- Retained the same growth and profitability characteristics as assumed when the stock was originally purchased.
- Should be considered a buy, hold or sell based on fundamentals of value.
The PERT Form incorporates a number of valuation characteristics which suggest which stocks hold forth the most favorable capital gains prospects if the following assumptions are correct:
- Growth rate of earnings per share
- Future high price/earnings ratio
- Estimate of future low price risk
- Estimate of earnings per share approximately 12 months in the future.
There are no magic "black boxes" for common stock evaluation. Like the Stock Selection Guide, the PERT Form is an aid to judgment, a guide to judgment, but not a substitute for judgment. The results of the decisions made will only be as good as the data, thinking and work going into the preparation and analysis.
The PERT Form uses the data collected on PERT Worksheets A and B. For investment club meetings, the PERT Form should be used in conjunction with a Giant Stock Selection Guide which displays the trailing 12-months data of sales, earnings per share, and pre-tax profits. The Giant Stock Selection Guide shows the visual analysis and trends.
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