5 Steps to Smarter Investing
Invest and Trade with Confidence in 5 Simple Steps Marc and Sandy Chaikin July 2, 2014
5 Steps to Smarter Investing
Meet Marc and Sandy Chaikin
• Market Technician • Quantitative Analyst • Entrepreneur
• Novice to Knowledgeable in <2 years
• Confident Investor • Consistently beats SP 500
2 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
5 Steps to Smarter Investing
You’re about to discover ….
3 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
5 Steps to Smarter Investing
So You Can Invest Smarter â&#x20AC;Ś and make more money!
5 Steps to Smarter Investing
So you can spend less time on research â&#x20AC;Ś and more time doing what you want
5 Steps to Smarter Investing
The Opportunity is Now
5 Steps to Smarter Investing
Why Chaikin?
5 Steps to Smarter Investing
Street Cred… Widely used in most technical analysis packages worldwide: • The Chaikin Oscillator • The Chaikin Money Flow Indicator • The Chaikin Persistency of Money Flow ― the basis of Investor’s Business Daily’s Accumulation/Distribution Rating
5 Steps to Smarter Investing
Quoted by and seen onâ&#x20AC;Ś
5 Steps to Smarter Investing
At the beginning… •
401K Plans
•
Mutual Funds
5 Steps to Smarter Investing
Then, a professional manager
5 Steps to Smarter Investing
Then came 2008 • Advised to hold, not sell • Portfolio down 40% • I paid a fee for this???
5 Steps to Smarter Investing
My problem â&#x20AC;Ś who to trust?
5 Steps to Smarter Investing
The Challenge: too much information
5 Steps to Smarter Investing
The Solution: Chaikin Analytics
5 Steps to Smarter Investing
5 Steps to Success 1. 2. 3. 4. 5.
Use a proven methodology you can trust Play good offense to avoid landmines Use industry groups to find more winners Play good defense to avoid landmines Know when to buy and sell
5 Steps to Smarter Investing
A disciplined approach
5 Steps to Smarter Investing
Testimonial An Expert’s Endorsement “… self-directed investors need a very structured and easy-to-use system that will keep them out of trouble. That’s the way Chaikin Analytics was designed.” ‒ Tom Lloyd, author and lecturer
5 Steps to Smarter Investing
Testimonial “Since watching Sandy’s webinar, I feel quite relieved knowing that I was making the selection process far more complicated than I needed to.” ‒ BS, Chaikin Analytics Subscriber
5 Steps to Smarter Investing
Step 1: Use a Proven Methodology The Chaikin Power Gauge Simple but not Simplistic
5 Steps to Smarter Investing
4 Components: •
Financial Metrics
•
Earnings Performance
•
Price/Volume Activity
•
Expert Opinions
5 Steps to Smarter Investing
The Chaikin Power Gauge Clear, tested summary of a stock’s potential Financial Metrics
Price/Volume Activity
• • • • •
• Price Trend • Price Trend Rate of Change • Chaikin Money Flow • Relative Strength vs. Market • Volume Trend
LT Debt to Equity Ratio Price to Book Value Return on Equity Price to Sales Ratio Business Value
Earnings Performance
Expert Opinions
• • • • •
• Earnings Estimate Revisions • Short Interest • Insider Activity • Analyst Opinions • Relative Strength vs. Industry
Earnings Surprise Earnings Growth Earnings Trend Earnings Consistency Projected P/E Ratio
5 Steps to Smarter Investing
Financial Metrics: Price to Sales Ratio
5 Steps to Smarter Investing
Expert Opinions: The Secret Sauce
5 Steps to Smarter Investing
NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge
5 Steps to Smarter Investing
Testimonial Not Enough Time “I am an individual investor and trader. There is not enough time in my day to do the work Chaikin Analytics puts before me in minutes. I am 'wowed'. And yes, you can quote me on.” ‒ Cheryl, California, Chaikin Analytics Subscriber 7/2/14
5 Steps to Smarter Investing
Step 2: Play Good Offense
5 Steps to Smarter Investing
What to Buy: Classic Bulls • • • • •
Strong Industry Group Power Gauge Rating Bullish Price Trend Up Relative Performance Strong Chaikin Money Flow Strong
5 Steps to Smarter Investing
5 Steps to Smarter Investing
5 Steps to Smarter Investing
Southwest â&#x20AC;&#x201C; 07/01/14
5 Steps to Smarter Investing
Kinder Morgan 07/02/14
5 Steps to Smarter Investing
Chaikin Hot Lists
5 Steps to Smarter Investing
Chaikin Hot List: Upcoming Earnings Ideas 05/26/14
5 Steps to Smarter Investing
Chaikin Hot List: Earnings/Amerco Inc 07/01/14
5 Steps to Smarter Investing
Step 3: Use Industry Groups â&#x20AC;&#x201C; 06/03/14
5 Steps to Smarter Investing
Industry Group: Oil-Integrated 06/03/14
5 Steps to Smarter Investing
Oil Integrated â&#x20AC;&#x201C; ConocoPhillips 06/03/14: $79.82
5 Steps to Smarter Investing
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
5 Steps to Smarter Investing
Step 4: Play Good Defense
5 Steps to Smarter Investing
What to Avoid: Classic Bears • • • • •
Power Gauge Rating Bearish Price Trend Down Relative Performance Weak Chaikin Money Flow Weak Price Overbought
5 Steps to Smarter Investing
5 Steps to Smarter Investing
Lululemon (LULU) â&#x20AC;&#x201C; Shear Madness
5 Steps to Smarter Investing
Splunk (SPLK) â&#x20AC;&#x201C; Kerplunk!
5 Steps to Smarter Investing
5 Steps to Smarter Investing
Testimonial
190% Profit in Two Days â&#x20AC;?I put on a WFM put trade which was your alternative bear trade of the week in Market Insights. Today I locked up a 190% profit in two days. Consider me a loyal user!â&#x20AC;?
TS 5/7/14
5 Steps to Smarter Investing
Step 5: Know When to Buy & Sell With Chaikin Buy/Sell Signals Buy Signals
Oversold Buy Breakout Buy Reversal Buy Money Flow Buy Relative Strength Buy Rel. Strength Breakout Buy
Sell Signals
Overbought Sell Breakdown Sell Reversal Sell Money Flow Sell Relative Strength Sell Rel. Strength Breakdown Sell
5 Steps to Smarter Investing
5 Steps to Smarter Investing
5 Steps to Smarter Investing
Sandyâ&#x20AC;&#x2122;s Watch List 07/01/14
5 Steps to Smarter Investing
Amerco: Money Flow Buy 07/01/14
5 Steps to Smarter Investing
Sandyâ&#x20AC;&#x2122;s SOLD List 07/02/14
5 Steps to Smarter Investing
Sandy’s SOLD List 07/02/14 – Celgene Buy
5 Steps to Smarter Investing
To Recap the 5 Steps 1. Use a proven methodology you can trust 2. Play good offense to put the odds in your favor 3. Use industry groups to find more winners 4. Play good defense to avoid landmines 5. Know when to buy and sell
5 Steps to Smarter Investing
5 Steps to Smarter Investing
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
5 Steps to Smarter Investing
Testimonial “On the strength of Chaikin Analytics, I’ve made enough money to pay all my living expenses for the past 18 months and consider managing my money now "my job", because in using Chaikin Tools, I can earn much more than I could in the workplace: pretty important for a woman living on her own. My girlfriends are a bit in awe.” ‒ PH, 5/8/14
5 Steps to Smarter Investing
Plus These Money Makers! • Chaikin Analytics • Free Tutorials to Set Up the Service • Free Webinars • Chaikin Market Insights • Portfolio Health Check • Buy and Sell Signals • Profit in Earnings Season • Research Reports on 5,000 Stocks Total Added Value: Priceless!
5 Steps to Smarter Investing
5 Steps to Smarter Investing
5 Steps to Smarter Investing
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
5 Steps to Smarter Investing
From Here to Istanbul â&#x20AC;&#x201C; August Vacation 2014