In a 24x7 World, Investors are thirsty for powerful tools to help manage money them
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What It Is •
A suite of Investment Research products that analyze more than 5000 US equities and ETF’s based on a powerful quantitative model
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A suite of technical analytics that are complementary to the Power Gauge
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Portfolio and list based functionality that allows for easy sifting through industry groups and portfolios, and instantly highlights those stocks you care about
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Practice Management capabilities for advisors to enhance prospecting, client communication, and compliance. © 2013 Chaikin Stock Research. All Rights Reserved. Proprietary
Value Prop Helps you increase performance
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Improves investment performance by helping to find winning stocks, and importantly, helping avoid losers
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Saves you time
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Helps you communicate better with those you deal with on a regular basis
Helps surface new ideas Makes it easy to stay on top of multiple lists and portfolios
© 2013 Chaikin Stock Research. All Rights Reserved. Proprietary
Chaikin Power Gauge Rating Clear summary of a stock’s potential 1-6 months out
Financial Metrics
Price/Volume Activity
LT Debt to Equity Ratio Price to Book Value Return on Equity
Price Trend
Price to Sales Ratio Business Value
Relative Strength vs. Market Volume Trend
Earnings Performance
Price Trend Rate of Change Chaikin Money Flow
Expert Opinions
Earnings Surprise Earnings Growth Earnings Trend Earnings Consistency Projected P/E Ratio
Š 2013 Chaikin Stock Research. All Rights Reserved. Proprietary
Earnings Estimate Revisions Short Interest Insider Activity Analyst Opinions Relative Strength vs. Industry
Chaikin Power Gauge
Results thru Q1 2014
Model Performance vs. Russell 3000
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* Jan 1999 - Dec 2010
Jan 2011 - Mar 2014
Annualized return of Russell 3000 stocks by rating group, rebalanced monthly, vs Russell 3000 ETF.
*Benchmark is cap-weighted. Results are equal-weighted. Both include dividends. Š 2014 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Investing with Chaikin Analytics Meet the New NASDAQ Chaikin Power Indexes: Available to fund managers, advisors and investors for licensing and implementation through separately managed accounts and ETFs, the new indexes: •
Provide client portfolios with enhanced index performance while maintaining liquidity and transparency. Filter the NASDAQ US 300 Index, NASDAQ US 1500 Index and NASDAQ US Broad Dividend Achievers Index to their most promising constituents.
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Are rules-based, quantitatively enabled investment strategies designed to outperform their respective benchmarks, and are based on the Chaikin
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Index Symbol
Index Name
NQULCHK
NASDAQ Chaikin Power US Large Cap Index
NQUSCHK
NASDAQ Chaikin Power US Small Cap Index
NQDACHK
NASDAQ Chaikin Power US Dividend Achievers Index
Chaikin Power Grid – Focused Portfolio Analytics
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© 2013 Chaikin Stock Research. All Rights Reserved. Proprietary
Investing with Chaikin Analytics
• Overlay for your methodology • Input to ideas (“What Wall St. Thinks”)
• Foridea Generation • Being Knowledgeable on any
stock © 2013 Chaikin Stock Research. All Rights Reserved. Proprietary
Chaikin Analytics and Mobility
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Commuting Travel Holidays Weekends
© 2013 Chaikin Stock Research. All Rights Reserved. Proprietary