The most comprehensive program for NAIC analysis

PMG and PERT

PMG and PERT

• Track on-going company performance

• Provide comparison with your SSG expectations

• Alert investor of changes

• Help with buy/sell decisions

PMG and PERT

Help with BUY/SELL decisions

– Record and calculate

• quarterly growth for revenue, pre-tax income, and EPS

• monthly prices, P/E ratios, relative value

– Graph

• quarterly data

• monthly price, P/E ratio, relative value

• changes in growth (PERT graphics)

PMG and PERT

Reports (7)• PMG Report and PMG Graph

• PERT Q and Pert Y (PERT A)

• PERT Graphics 1

• PERT Graphics 2

• PERT Summary (in Comparison Module)

6 years of data (24 quarters)

(PMG) Portfolio Management Guide

Tracks Company Performance (Value)

•Graph and Report

•Up to 6 years of data

•Relative Value history

PMG Data (Parts 1 and 2)

From Part 3 of SSG (current and previous analysis)

• Average/Alert PE

• Buy/Sell Price Zones

PMG (Part 3)

On-going monitoring of company’s achievements• Records: Quarterly EPS and monthly price

• Calculates: Cumulative EPS, P/E, and relative value

• Records up to 6 years of data

PMG (Monthly Prices)

Update manually from keyboard or

automatically from Internet or STB-BBS

PMG (Part 3)

Latest quarter

Projected EPSP/E

Relative Value

Latest quarter (yellow line) set automatically or manually in Q Data window

PMG Graph

• Price (blue)

• Price Zone bar (blue)

• P/E (red)

• P/E Alert Bar (red)

• Relative Value (red)

Bars are the SSG-set targets Lines indicate current value

PERT Quarterly & Yearly

• Divisions by FY

• Latest reported Q• Graphics

PERT Q and Y

Track company performance (growth and profits)

PERT Quarterly

Divisions by FY

Latest Reported Q

Note quarterly changes in EPS, revenue, and pre-tax income

PERT Yearly

Shows results accumulated over 4 quarters

Especially important

are the three % change columns

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

PERT Graphics 1

Shows the change in EPS, revenue, pre-tax income, and profitability

• Quarterly and 4Q totaled data

• Positive movement is good

Are growths and profits maintained?

PERT Graphics 2

Q data show

characteristics not

normally apparent in

yearly data

• Quarterly revenue, pre-tax income, and EPS

• 4Q totaled values

• Projected values (EPS)

Tracking Summary

• The SSG sets company targets (P/E and growth). PMG and PERT are used to track company on-going performance

• Differences from expected results should trigger a review and update of the SSG

• Make the buy/sell decision on the basis of an updated SSG study

Demonstration

The most comprehensive program for NAIC analysis