Be The Smart Money Combining Technical Analysis with Fundamentals to Find Winning Stocks
Christopher Castroviejo, Smart Trade Pro Marc Chaikin, Chaikin Analytics Presented to Dallas Investors Forum May 3, 2014 Š 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
Meet Marc Chaikin and Christopher Castroviejo
• Market Technician • Quantitative Analyst • Entrepreneur
• Hedge Fund Manager • Investment Educator • Dog Lover 2
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
Chaikin Analytics Enables You to “Be the Smart Money”
• 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
3 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
The Chaikin Analytics Method
Chaikin Power Gauge Industry Group Strength Chaikin Buy/Sell Signals
Chaikin Technical Indicators Volatility Bands, Money Flow, Overbought/Oversold, Relative Strength
Chaikin Power Gauge - Reliable Simple but Powerful
Chaikin Power Gauge Rating Clear summary of a stock’s potential - with a record of success
Financial Metrics • • • • •
LT Debt to Equity Ratio Price to Book Value Return on Equity Price to Sales Ratio Business Value
Earnings Performance • • • • •
Earnings Surprise Earnings Growth Earnings Trend Earnings Consistency Projected P/E Ratio
Price/Volume Activity •Price Trend •Price Trend Rate of Change •Chaikin Money Flow •Relative Strength vs. Market •Volume Trend
Expert Opinions •Earnings Estimate Revisions •Short Interest •Insider Activity •Analyst Opinions •Relative Strength vs. Industry
© 2014 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
What to Buy: Classic Bulls • Power Gauge Rating Bullish • Price Trend Up
• Relative Performance Strong • Chaikin Money Flow Strong
• Buy Signal in Chaikin Analytics
Southwest Air (LUV)
Allergan (AGN) – Plump Up Your Portfolio
What to Sell: Classic Bears •
Power Gauge Rating Bearish
•
Price Trend Down
•
Relative Performance Weak
•
Chaikin Money Flow Weak
•
Price Overbought
Lululemon (LULU) – Shear Madness
Industry Groups Ranked by Power Gauge
Drill Down to Find Best Stocks
HollyFrontier (HFC)
AH Belo (AHC) in Strong Publishing Group:10/4/13
Chaikin Buy/Sell Signals
Buy Signals
Oversold Buy Momentum Breakout Reversal Buy Money Flow Buy Relative Strength Buy Rel. Strength Breakout Buy
Sell Signals
Overbought Sell Momentum Breakdown Reversal Sell Money Flow Sell Relative Strength Sell Rel. Strength Breakdown Sell
The Power Gauge is bullish - What do you do?
Š 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
To Invest More Profitably: Follow the Signals
A DISCIPLINE based on proven analytics, gives you conviction…better than EMOTION. © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
The Power Gauge is bearish - What do you do?
Š 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
To profit with put options: Follow the signals
A DISCIPLINE based on proven analytics, gives you conviction‌better than EMOTION. Š 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
Testimonial “My Chaikin Analytics subscription paid me back more than 11 times in 2013. By far the best investment I’ve ever made.” ‒ Anne D, Chaikin Analytics Subscriber
Dashboard Alerts in Chaikin Analytics
LinkedIn (LNKD)
Lululemon (LULU)
Coach (COH)
Play Offense Well: What to buy, When to buy
Weatherford International (WFT)
Good Defense Leads to Good Offense Turning Landmines into Gold Mines
Splunk (SPLK) – Kerplunk!
ETFs In Chaikin Analytics List Manager
Look for Strongest Sectors Ranked By Power Gauge Rating
Drill Down on XLE Energy SPDR
Drill Down on SPDR Industry Groups
XRT – Retailers Turned Down
Drill Down on XRT Retail ETF
Amazon.com (AMZN)
FAS 3x Financial ETF with Rel. Str. Buy Signals
Winning Earnings Plays – Long and Short
Trinity Industries (TRN) Reported 4/29
LinkedIn (LNKD) Reported 5/1
Testimonial “Chaikin has made me enough money this week to buy a year’s subscription for 15 friends from profit alone.” ‒ MW, Chaikin Analytics Subscriber
Stocks Reporting EPS This Week • 5/5
(P.M.) EOG Resources (EOG)
• 5/6
(A.M.) HollyFrontier (HFC), Rowan Cos (RDC) (P.M.) First Solar (FSLR)
• 5/7
(A.M.) Cimarex Energy (XEC), Green Mountain (GMCR) (P.M.) Tesla (TSLA)
• 5/8
(A.M.) Magna Intl (MGA) (P.M.) Great Plains Energy (GXP), Sotheby’s (BID)
• 5/9
(P.M.) (P.M.) Stratasys Ltd (SSYS)
47
“Be the Smart Money”
48 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
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
Cash for Car? “Marc, I made enough money on Rite Aid and Green Mountain Coffee with Chaikin Analytics to buy a new car!” ― Bill L
Here’s What You Get: • One-on-One Tutorial helps you set up and use all the features • 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
Testimonial “Chaikin is in good company: one way to locate a good stock is to locate the right industry. Chaikin’s approach recommends both specific stocks and industries to swap for weaker performers.” – Mike Hogan
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