Pick Bullish Stocks and Avoid the Bearish with Chaikin Analytics

The Chaikin Approach To Finding Winners and Avoiding Landmines

Eric Chaikin Director of User Experience / Product Strategy

Welcome

What We’ll Cover

1. Welcome new clients

2. Review the Chaikin approach

Chaikin Power Gauge Clear summary of a stock's potential – with a record of success

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Financials

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Earnings

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Technical s

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Experts

Performance Results Trailing 12 mos vs. S&P 500

Universe

Annualized Return

SP500 Index

+18.3%

Power Gauge Very Bullish

+26.52%

Period: Jun 2013-Jun 2014 - annualized performance including dividends, monthly rebalancing. Results look at ‘raw’ Power Gauge rating without technical overlay. SP500 is index is cap-weighted.

Very Bullish & Bullish stocks outperforming the S&P. Very Bearish & Bearish stocks underperforming.

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Chaikin Approach: Classic Bulls 1. Very Bullish/Bullish Power Gauge 2. Above rising long-term trend 3. Strong Money Flow persistency 4. Strong Relative Strength 5: Timing: Signals, OB/OS, Support levels

Confirm Group

Bullish Examples

Let’s go to the Desktop… Strong Industries: Oil: HES etc Banks: BMA, BMO, TD Alcoa, AAPL, Allergan (takeover bid)

Chaikin Approach: Classic Bears 1. Very Bearish/Bearish Power Gauge 2. Below falling long-term trend 3. Weak Money Flow persistency 4. Weak Relative Strength 5: Timing: Signals, OB/OS, Resistance levels

Confirm

w/ Weak Industry

Bearish Examples

Let’s go to the Desktop… SPLK COH ATH N LULU LNKD HD WF

Some are pure shorts, some avoiding landmines - We won’t always find exact tops - But we will often keep you from greater harm - Playing defense just as important to total return

“Personality Changes” - When to Exit

Examples in the Desktop… CMCSA KMP

FAQs -

Factor questions -

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Overlay questions -

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Analyst Ratings Technical factors vs Technical Rating Industry Strength

Neutral+/- meaning Why Bullish below Trend?

Chaikin Money Flow -

Is negative money flow a ‘dealbreaker’? Not always Persistency: Strong persistency can confirm a buy Very weak = dealbreaker Short-Term - Some regions of red expected on as pullbacks; not a deal breaker - Strong non-confirmation of a rally: warning sign © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.

FAQs

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Putting on Options positions -

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Chaikin helps w selecting the underlies and timing Stay in-the-money and leave 3-6 months careful of very ST positions

Model Portfolio -

Itâ&#x20AC;&#x2122;s a published rule-based portfolio; not a managed portfolio Russell 1000 w/ a low Price-to-Book & Very Bullish overlay Neutrals remain; Bearish replaced weekly (only 1 so far) Similar to how we build our NASDAQ/Chaikin Indices Doubled the S&P so far in 2014

What We’re Up To -

Better clarity -

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Easier access to Great - Filtering the low-quality names Ideas - Clarifying the “Best of the Best” -

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In-app help, better explanation of Ratings, Charts, Indicators, Signals, etc

Make them easier to find; less hunting and pecking Pushing them to the top in an easy-toscan view

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