Chaikin Analytics Beyond Value Investing: Generating Profitable Investment Ideas Tom Lloyd and Marc Chaikin 2/12/2014 Integrating Fundamentals & Technicals
1
Introduction
2/12/2014
Using successful stock signals in the Chaikin Analytics Suite By Tom Lloyd Sr. author of “Successful Stock Signals for Traders and Portfolio Managers” Using fundamentals and technicals to outperform the Index
Integrating Fundamentals & Technicals
2
Topics of Discussion
2/12/2014
Nailing the fundamentals Nailing the technicals Without becoming a fundamental analyst Without becoming a technical analyst Chaikin Analytics does that for you
Integrating Fundamentals & Technicals
3
Chaikin Power Gauge - Reliable Simple but Powerful
Chaikin Power Grid
2/12/2014
Best stocks in best industries For your portfolio list of stocks Can do this for any list of stocks The S&P 500 list of stocks Shows the best of 500 Based on fundamentals and technicals Integrating Fundamentals & Technicals
6
Topic Two
2/12/2014
Details about this topic Supporting information and examples How it relates to your audience
Integrating Fundamentals & Technicals
7
Drilling Down on a Stock
2/12/2014
Harris, HRS, appears on the grid Appears on the S&P 500 alerts Alert is an “Oversold Buy” Notice buy and sell alerts For all the stocks on your portfolio list For all the stocks in the S&P 500 Integrating Fundamentals & Technicals
8
Real Life
2/12/2014
Give an example or real life anecdote Sympathize with the audience’s situation if appropriate
Integrating Fundamentals & Technicals
9
Drill down on Harris
2/12/2014
4 basics of Power Gauge Rating (PGR) Financial Metrics (fundamentals) Earnings Performance (fundamentals) Price/Volume (technicals) Expert Opinions, (fundamental and technical) Integrating Fundamentals & Technicals
10
Next Steps ď Ž
ď Ž
2/12/2014
Summarize any actions required of your audience Summarize any follow up action items required of you
Integrating Fundamentals & Technicals
11
Drilling down the PGR
2/12/2014
5 factors for each of 4 components 5 Bullish to Bearish ratings for each factor, total of 20 powerful indicators Completely transparent Some of the 5 ratings may be negative But the overall rating may still be positive-elegant! Integrating Fundamentals & Technicals
12
2/12/2014
Integrating Fundamentals & Technicals
13
2/12/2014
Integrating Fundamentals & Technicals
14
Power Gauge Gives You 20/20
2/12/2014
Fundamental eyesight is 20/20 Technical eyesight is 20/20 Color coded You now have the fundamental and technical eyes of the analyst 20 factor ratings give you an expert and nuanced view of stocks and your portfolio. Integrating Fundamentals & Technicals
16
You can beat the index!
2/12/2014
Power Gauge ratings keep you in stocks that beat the index Chaikin Power Grid keeps you in best stocks in best industries Chaikin Health Check gives you a report card on your portfolio. Compare your report card with the S&P 500 report card to beat Index Integrating Fundamentals & Technicals
17
2/12/2014
Integrating Fundamentals & Technicals
18
Using ETFs to Beat 500
2/12/2014
Use Chaikin Relative Strength Buy/Sell Signals for ETFs Use all 6 pairs of signals for individual stocks in each ETF Buy best stocks in best ETFs
Integrating Fundamentals & Technicals
19
Play Offense Well: What to buy, When to buy
2/12/2014
Integrating Fundamentals & Technicals
21
2/12/2014
Integrating Fundamentals & Technicals
22
Good Defense Limits Losses
2/12/2014
Integrating Fundamentals & Technicals
24
2/12/2014
Integrating Fundamentals & Technicals
25
Summary for Success
2/12/2014
Power Gauge 20 factors color coded, fundamental/technical Buy/Sell alerts, earnings surprises, analysts upgrades and technical signal triangles on the chart ETF signals and stocks within ETF Chaikin Power Grid = best stocks in best industries Buy best stocks in best ETFs Integrating Fundamentals & Technicals
26
Conclusions
2/12/2014
These successful signals do the heavy lifting for fundamental and technical analysis giving you clear answers You have 20/20 vision for fundamentals and technicals using both eyes You can optimize using best stocks best industries, best stocks, best ETFs Successful signals make you successful YOU CAN BEAT THE INDEX! Integrating Fundamentals & Technicals
27
Chaikin Analytics For Desktop and iPad Includes:
Chaikin Chart with Power Gauge rating and Proprietary Technical Indicators
Six Pairs of Buy and Sell Signals
List manager including Industry Groups, ETFs,
User Lists and Chaikin Hot Lists
Research reports on 5000 stocks – updated nightly
Portfolio Health Check on any list
Chaikin Market Insights Weekly Newsletter with Stock of the Week
Subscribe Now to Chaikin Analytics
Sign Up Today!
chaikinpowertools.com/chaikinanalytics.shtml $195/month; $1,950/year Includes free Power Suite and one-on-one tutorials Or call: Dan Frantz 1.877.MYPORTFOLIO (1.877.697.6783)