Investor's Toolkit 3 PowerPoint Presentations

These detailed presentations were created by Inve$tWare for the NAIC Chapters to teach NAIC's fundamental stock analysis using the Investor's Toolkit. The individual user may also use these presentations as a learning tool.

Included in each module are Notes for the presenter which can be printed out by going to | File | Print | and selecting "Notes Pages" from the "Print what:" drop down menu. You may also like to print out the "Hand-outs (3 slides per page)" which includes a place for notes for each screen. (Note: If you are using one of the Microsoft PowerPoint Viewers '97 you probably will not be able to print out the notes.)

• A Beginner's Guide to Toolkit 3.
  This module is intended for new users of Toolkit 3. It covers installation, creating a desktop icon, installing DataFiles, manipulation of the visual analysis, and simple explanation for completion of a Stock Selection Guide.
  File size: 204.4 kb Est. Download time at 28.8: 1.5 min(s)
• Module 1 — About Investing: NAIC Principles and History.
  About Investing is a primer starting with a discussion about why there is all this interest in the Stock Market. It introduces long term investing and its benefits, followed by an introduction to NAIC and it's principles. Key to understanding NAIC's methodology is an understanding of growth companies, and distinguishing between a "good" company versus a "good value" company.
  File size: 643.4 kb Est. Download time at 28.8: 4 min(s)
• Module 2 — Acquiring Data.
  Acquiring the Data discusses sources of data, including information on various types of data, such as, "normalized" versus "standardized." The Investor's Toolkit Data Entry screens are presented along with methods for importing and updating data.
  File size: 1751 kb Est. Download time at 28.8: 11 min(s)
• Module 3 — Judgment & Stock Selection Guide.
  The application and use of "judgment" is key to any stock analysis. This presentation discusses the opportunities for judgment in determining whether a good company is a good value. It then breaks down a successful stock study into seven simple steps.
  File size: 223 kb Est. Download time at 28.8: 2 min(s)
• Module 4 — Advanced SSG Options and SCG.
  Continuing with the Stock Selection Guide, several advanced topics are presented such as the Preferred Procedure, measuring Return, Trend line and Zoning options. The presentation concludes with the Stock Comparison Guide.
  File size: 273 kb Est. Download time at 28.8: 2 min(s)
• Module 5 — Portfolio Management.
  How we maintain and improve our portfolio is the emphasis of this presentation covering the Portfolio Manager, the PERT (Portfolio Evaluation and Review Technique) and PERT Trend Report. Focusing on the performance of individual stocks, PERT Worksheet-A and its graphs are discussed, along with the Portfolio Management Guide. The New Challenge enables you to analyze the cost of replacing a stock with another.
  File size: 302 kb Est. Download time at 28.8: 2 min(s)
• Module 6 — Program Options and Printing.
  Advanced Investor Toolkit 3 user topics are covered, including a discussion of the Options screens, using stock "Libraries," Stock Splits and Notes. Included in this presentation is the Financial Calculator and use of the program's Internet Access to update prices, locate company and other research information.
  File size: 132 kb Est. Download time at 28.8: 1 min
• ContMod — Continuous Mode Presentation of Modules 2 thru 6.
  This module is a continuously running presentation comprised of Modules 2 through 6.
  File size: 2073 kb Est. Download time at 28.8: 13 min(s)
• Yahoo — Price Updating from the Internet Using Yahoo!
  This module details methods for updating individual as well as entire PERT portfolio prices using the Yahoo! internet site.
  File size: 81 kb Est. Download time at 28.8: >1 min(s)

If you are not running Microsoft PowerPoint '97, click below to download the free Microsoft PowerPoint '97 Viewer to view these PowerPoint modules.