Transcript SA+_Short Overview - ICLUBcentral Inc.

Short Overview
The most comprehensive
program for NAIC analysis
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
SSG Graph
Preferred Procedure and Selected Graphics
Stock Selection Guide (SSG) Analysis
• Easy to read
• Optional debt analysis
• Strike-outs
• Optional projected P/E
• Unrestricted judgment
• Simple and weighted
averages
SSG Analysis
Management Graphics and Low Price Selection
Simple and easy interpretations and selections
(PMG) Portfolio Management Guide
Tracks Company
Performance (Value)
•Graph and Report
•Up to 6 years of data
•Relative Value history
(PERT) Portfolio Evaluation
Review Technique
PERT Q and Y
Track company growth
and profits
• Divisions by FY
• Latest reported Q
• Graphics
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
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
Comparison Guide
• Multiple Comparison
Guides at the same
time
• Add judgment to each
row
• 16 additional items in
‘Other’ section
• Graphics
Comparison Guide
• Compare
graphically any of
25 items for the
selected
companies
• See each
company’s
performance in
each category
PERT Summary, Sort, Challenge Tree
Updating
• from keyboard
• updating from NAIC/S&P 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 company’s site
• Internet link to other favorite sites
Portfolios
Measures How your Holdings are Performing
Full summary for individual stocks and portfolio
Diversification
Shows portfolio
balance...
• by sector, size, and
currency...
• numerically and
graphically
Cost of Switching and Planner
Follow NAIC
principles...
• Invest for the
long term
• Buy and hold
well-managed
good quality
growth stocks
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
Demonstration
The most comprehensive
program for NAIC analysis