The Stock Selection Guide & Report (SSG&R) is the lost child of the SSG. The original paper version of the SSG contained four pages, the familiar SSG with its two pages and an additional two pages (pages 3 & 4) filled with 8 questions and a summary to help you evaluate your company as well as the competition and the economy in general. The SSG&R is useful for new users that may not understand the relationship between the lines and numbers of the SSG. Fundamental Analysis deals with studying the economy, sector, industry, and company to evaluate its quality and value. Quality can be divided into quanitative and qualitative aspects. Quanitative aspects of a company's quality are those apsects we can measure. The SSG handles most of these for us. It is those aspects of quality that are dificult to measure, qualitative aspects, that the SSG Report helps us deal with. In addition, the SSGR also helps us examine the economy, sector, industry, and even the stock market's competition, the bond market. The SSG&R is rarely taught at local classes. If you have either NAIC Classic Plus (NCP) or NAIC Stock Analyst (NSA) you will have access to a soft copy of this form. In NCP, it is in both the beginner and experienced levels. In NSA, it is an add-on that is activated in "Options/Preferences". The soft copy SSG&R form is identical in NSA and NCP. If you save your files in the NSA/ NCP default file association (.SDF) then other NSA / NCP users will read your judgments. Both the hard copy (pages 3 & 4 of the SSG&R) and the soft copy as seen in NSA/ NCP are posted below. At the bottom of the page is a file called ssg-report pages 3 & 4.1.pdf you may download and view by right-clicking on the name and selecting "Save as.." from the menu. Stay tuned for more information or add your thoughts here.....
SSG Report from NAIC Stock Analyst
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CommentsI have been looking for a checklist that contains qualitative judgement points to consider. This is almost there. Would like to see more about officers and directors. Salaries, longevity, questionable conduct, conflict of interest, "Chainsaw Al" behaviour, etc.
This is a really good format. Maybe I am not seeing something but how do I make it usable? Is it part of Toolkit 5? Jerry jvanhulle@charter.net Comment on this Page Last Modified 2005-07-28 |
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Bernie,
Check out the Proxy Statement page here at BIwiki. I think it has what you're looking for.
This section was taken from the book, The Five Rules For Successful Investing by Pat Dorsey. It is a book from Morningstar concerning evaluating stocks and really does a nice job of explaning stock investing. It also complements BetterInvesting methods.