Disclaimer. CoreSSG Quick Start Guide. Today s Presentation. BetterInvesting s Online Tools CoreSSG Tutorial. Prepared by BetterInvesting

Transcription

1 s Online Tools CoreSSG Tutorial Prepared by Version: July 27, 2016 Disclaimer The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by TM National Association of Investors Corporation ( BI ). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of TM. Investors should conduct their own review and analysis of any company of interest before making an investment decision. Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the CEO of or the Director of Chapter Relations. This presentation may contain images of websites and products or services not endorsed by. The presenter is not endorsing or promoting the use of these websites, products or services. This session is being recorded for future use. Today s Presentation A demonstration of the CoreSSG online app to do the following Complete an SSG Save an SSG Share an SSG Update an SSG CoreSSG Quick Start Guide Step-by-step guide to navigating the CoreSSG online app Available on the Help & Information Tab 3 1

2 Core Membership CoreSSG, SSGPlus Access Online, Web-based Self-Paced Classes Integrated Stock Data Stock Comparison Guide Company Research 5 CoreSSG Navigation Menu Next, Back buttons SSG Basics Graphical display of data Legend Tabular display of data 7 2

3 Quick Access to Company Information Review Historical Sales Hover over data point to see value Mouse over company title bar to view pop-up Growth trend line New feature in both Core and Plus 9 CoreSSG Tutorial 10 Review Historical Sales Outliers Data removed from graph Annual data (closed circles) Crossed out data Quarterly data (open circles) Annual data table Click on year label on graph to remove year as an outlier Recalculated growth rate Quarterly data table 11 CoreSSG Tutorial 12 3

4 Show industry average also Peers Click on peers in legend to display peer data on the graph CoreSSG Tutorial 13 Peers Peers are automatically selected using the following rules: In the same industry as the company under study Of the same size category (S, M, L) as the company under study Top three as ranked by 10 year EPS growth rate CoreSSG Tutorial 14 Change Peers Review Historical Earnings Per Share Click on Next to go to the next step Or click on the tab Enter new tickers and then click on Update Study. Peer choices are saved with the study. Click on Change Peers button to change the peers to your own selection 15 CoreSSG Tutorial 16 4

5 Review Historical Earnings Per Share Historical Sales, Earnings, Stock Price Review Sales Review key concepts Hi/low prices for each year Earnings 52 week hi/low with current price Check and compare against peers CoreSSG Tutorial 17 CoreSSG Tutorial 18 Evaluate Management Tabs % Pre-Tax Profit on Sales %Pre-Tax Profit on Sales % Earned on Equity (Return on Equity) Total Debt % Debt to Capital Mouse over open circle to see quarterly data

6 % Earned on Equity Total Debt Mouse over open circle to see quarterly data % Debt to Capital Fundamental Review Before moving forward to making forecasts: Is this a growth company? Is this a quality company? 23 CoreSSG Tutorial 24 6

7 Forecast Sales Forecast Sales Research links to research company growth drivers Graph expanded by 5 years Analyst Analyst sales consensus forecast sales (2 years) forecast (2 years) Enter the sales forecast number here Click on Update Study to save the forecast Forecast Sales Projection Start Point Default Change your projection start point here Use Preferences to set your default projection start point 27 Choose and click Save CoreSSG Tutorial 28 7

8 Forecast Earnings Forecast Earnings Research links to research company growth & other analyst estimates Analyst consensus forecast EPS forecast (3-5 years) Dotted line represents user forecast Enter the EPS forecast number here 29 Click on Update Study to save the forecast 30 Forecast Earnings Assess Risk and Reward Tabs Projected EPS value is used in High Price calculation Forecast High Price Forecast Low Price Assess Stock Price Determine Potential Gain vs. Loss

9 Forecast High Price Forecast High Price Historical High PE s Compare to peer P/E s Peer data available Last 5 year average P/E reference values: 5 Year Average High P/E 5 Year Average P/E Current P/E Forecast High Price Enter the forecast High P/E number here Forecast High Price Double click on P/E reference values to enter them directly into the forecast box. Click on Update Study to save the forecast High price = High P/E X High EPS

10 Forecast Low Price Forecast Low Price Historical Low PE s Compare to peer P/E s Peer data available Last 5 year average P/E reference values: 5 Year Average Low P/E 5 Year Average P/E Current P/E Forecast Low Price Enter the forecast Low P/E number here Can enter a low stock price directly Forecast Low Price Review the recent market low price as a reference Update low EPS with Last 4 Qtr EPS Click on Update Study to save the forecast Low price = Low P/E X Low EPS

11 Potential Gain vs Loss Forecast Low Price Upside reward vs. downside risk Price range separated into Buy/Hold/ Sell zones Calculated High Price Current Price Calculated Low Price Determine 5 year potential return Determine 5 year potential return Price appreciation Graph of payout ratio Enter payout forecast Total Return Future Yield Click Update Study

12 Save Study Print SSG Yellow message - study not saved Click to save the study Print SSG Click to Save Study Edit study name if necessary Click Save to save study 45 Click Generate PDF to create a PDF of the SSG to save or print 46 Share Your SSG New Options Share Your SSG New Options Copy of Online Study Export ITK format New feature in both Core and Plus New feature in both Core and Plus

13 Online SSG Sharing Share Your SSG Address Book Click to see a list of BI club members Recipient receives an and clicks the link to copy the study to their account Save a list of frequent recipients Club Member List Quick Navigation Added to Core Click New feature in both Core and Plus Enter a new ticker or select from all saved SSGs

14 Refresh Study Data Refresh Study Data Update Prices Only Refresh/update study data Open a Saved Study Enter a new ticker and click on New Study Help and Information Online Tools Tutorial Webinars Quick Start Guides Reference Materials Click on the My Studies tab Mouse over an existing study and click to open 55 Links to FAQs and Feature Requests 56 14

15 User Feature Requests FAQ Site for Common Questions Link in Help and Info Tab 57 Link in Help and Info Tab 58 Questions or Comments? Member Services