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How to Find Winning Stocks and Avoid Losses by
Combining Technicals with the Chaikin Power Gauge
Marc Chaikin, CEO Chaikin Analytics
Market Taker
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
January 29, 2015
Chaikin Analytics Disclaimer
Chaikin Analytics LLC is not registered as a broker-dealer or
investment advisor either with the U.S. Securities and Exchange
Commission or with any state securities regulatory authority.
Chaikin Analytics does not recommend the purchase of any stock or
advise on the suitability of any trade or investment. The information
presented in this webinar is generic in nature and is not to be
construed as an endorsement, recommendation, investment advice or
any offer or solicitation to buy or sell securities of any kind, but solely
as information requiring further research as to suitability, accuracy and
appropriateness.
Users bear sole responsibility for their own investment research and
decisions.
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
What Chaikin Analytics Adds to Market Taker
•Know the Fundamentals without being a Research Analyst
•Know the Technicals without being a Market Technician
• Profit from a proven quantitative model without doing the math
•Pinpoint profitable entries with Chaikin Buy/Sell signals
Increases Your Conviction and Makes You the “Smart Money”
Problem: Information Overload
Time – Your Most Precious Commodity
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
The Solution: A Disciplined Methodology
The Chaikin Method
Chaikin Buy/Sell Signals
Chaikin Technical IndicatorsVolatility Bands, Money Flow, Overbought/Oversold, Relative Strength
Chaikin Power GaugeETF Strength
Chaikin Power Gauge - Reliable
Simple but Powerful
Chaikin Power Gauge RatingClear summary of a stock’s potential - with a record of success
© 2014 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
Technicals
• Price Trend • Price Trend Rate of Change• Chaikin Money Flow • Relative Strength vs. Market• Volume Trend
Experts
• Earnings Estimate Trend • Short Interest • Insider Activity • Analyst Ratings• Industry Relative Strength
Financials
• LT Debt to Equity Ratio• Price to Book Value• Return on Equity• Price to Sales Ratio• Free Cash Flow
Earnings
• Earnings Growth• Earnings Surprise• Earnings Trend• Projected P/E Ratio• Earnings Consistency
• Power Gauge Rating Bullish
• Relative Performance Strong
• Chaikin Money Flow Strong
• Buy Signal in Chaikin Analytics
What to Buy: Classic Bull
Market agrees with the ModelMarket agrees with the ModelMarket agrees with the ModelMarket agrees with the ModelMarket agrees with the Model
CMF stays positive
• Power Gauge Rating Bearish
• Relative Performance Weak
• Chaikin Money Flow Weak
• Sell Signal in Chaikin Analytics
What to Sell: Classic Bear
Market agrees with the ModelMarket agrees with the Model
• Relative Strength compares a stock to market over past 26 weeks
• Displayed as a Red/Green indicator
• Measures Persistency of stock’s performance relative to S&P 500
• Stands alone as a bullish or bearish indicator
• Institutional investors are measured against a benchmark
• Superior returns come from stocks that outperform the market
The Dynamic DuoChaikin Power Gauge Rating and Chaikin Relative Strength
Market agrees with the ModelMarket agrees with the ModelMarket agrees with the ModelMarket agrees with the Model
The Key to Making Money in all MarketsSpotting Personality Changes
• When Relative Strength changes color = personality change
• Powerful when it confirms the Power Gauge rating
• Because the Market is agreeing with the Model
• Chaikin Money Flow can confirm change of personality
Apple: Ripe, Rotten or Reversal - 2013?
Bearish Personality Change
CMF stays negative
Bearish Personality ChangeBearish Personality Change
CMF stays negative
Market agrees with the Model
Play Offense Well: What to Buy
Market agrees with the Model
Price Acceleration
Market agrees with the Model
Price Acceleration
Market agrees with the Model
Price Acceleration
CMF stays positive
Market agrees with the ModelMarket agrees with the Model
Price Acceleration
Play Good DefenseTurn Lemons into Lemonade
Market agrees with the Model
CMF stays negative
Market agrees with the Model
Bearish Personality Change Market agrees with the ModelMarket agrees with the Model
From Here to Hawaii
“I followed your AMZN trade …. Great trade!! Profit covered next year's total cost of our
two months in Hawaii, after taxes! My wife thanks you and I thank you. ― RW 4/17/14
Chaikin Buy/Sell Signals
Buy Signals Sell Signals
Oversold Buy Momentum Breakout Reversal Buy Money Flow Buy Relative Strength Buy Rel. Strength Breakout Buy
Overbought Sell Momentum Breakdown Reversal Sell Money Flow Sell Relative Strength Sell Rel. Strength Breakdown Sell
CMF stays negativeCMF stays negative
Sector / Industry Group Strength = Tailwind
• Strong Groups Put Wind at Your Back = Long Profits
• Weak Groups and Sectors = Short Opportunities
Sector ETFs Sorted by Power Gauge
XLV – Health Care Outperforming
Negative Personality Change
Price Acceleration after Bullish Earnings Surprise
Market agrees with the Model
Sector ETFs Sorted by Power Gauge
XLE – Energy Underperforming
Negative Personality Change
Market agrees with the Model
Market agrees with the Model
Winning Earnings Plays – Long and Short
Market agrees with the Model
Market agrees with the Model
Market agrees with the Model
Market agrees with the ModelMarket agrees with the Model
Price Acceleration after Bullish Earnings SurprisePrice Acceleration after Bullish Earnings SurprisePrice Acceleration after Bullish Earnings Surprise
Testimonial
“I am thrilled that I got the heads up to go long SWKS before earnings the first week I subscribed
to the service. That trade paid for my entire yearly subscription. Thanks and I want to
compliment you on your user friendly App.”
‒ PH, July 21, 2014 Chaikin Analytics Subscriber
Testimonial
Quick $21,500 Profit
“Just added Chaikin Analytics to my arsenal.
Using the Upcoming Earnings Ideas in CA, Netflix had a Very Bearish rating and was recommended by Chaikin…
Bought three put contracts before earnings on 10/15 for $22.20 and sold the day after earnings for $93.90. A quick $21,500 profit.”
‒ John V, Chaikin Analytics Subscriber
Stocks Reporting EPS This Week
• 1/26 (P.M.) Microsoft (MSFT)
• 1/27 (A.M.) Freeport McMoran (FCX) (P.M.) Amgen (AMGN), Apple (AAPL)
• 1/28 (A.M.) Biogen (BIIB) (P.M.) Facebook (FB), Lam Research (LRCX)
• 1/29 (A.M.) Alibaba (BABA), (P.M.) Amazon (AMZN), Google (GOOG)
• 1/30 (A.M.) Chevron (CVX), Mastercard (MA)
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What One Options Room was Trading
Three Stocks Where Chaikin Confirmed Winning Tradesand A Big Loss Avoided
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
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Chaikin Bearish Stock of the Week – Demandware (DWRE) – 59.22
Testimonial
Amazing results: Five for Five!
“LULU, AA, SWKS, NOW, DWRE. I just closed out DWRE for 14% profit this morning. I have only been a member for a couple of months and have already paid for your annual membership fees several times over on just these five stocks. Thank you for your solid advice.”
RM, 8/19/14 Chaikin Analytics Subscriber
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