Combining Fundamentals with Technicals to Trade Smarter
Marc Chaikin, CEO Chaikin Analytics Scott Andrews, Founder Master the Gap May 20,2014 Š 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
Chaikin Analytics Disclaimer Chaikin Analytics LLC is not registered as a broker-dealer or investment advisor either with the U.S. Securities and Exchange Commission or with any state securities regulatory authority. Chaikin Analytics does not recommend the purchase of any stock or advise on the suitability of any trade or investment. The information presented in this webinar is generic in nature and is not to be construed as an endorsement, recommendation, investment advice or any offer or solicitation to buy or sell securities of any kind, but solely as information requiring further research as to suitability, accuracy and appropriateness. Users bear sole responsibility for their own investment research and decisions.
Meet Marc Chaikin and Scott Andrews
• Market Technician • Quantitative Analyst • Entrepreneur
• Gap Trading Guru • Probability Analyst • Educator and Author 3
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
What Chaikin Analytics adds to Master the Gap Saves You Time and Makes You 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 • Use Sector ETFs to trade opening gaps with a big edge
• Pinpoint profitable entries with Chaikin Buy/Sell signals
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The Chaikin Analytics Method
Chaikin Power Gauge Sector ETF 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
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Testimonial Gets It Right “I keep shaking my head at how often this model gets it right.” ‒ M.O’C, individual investor
What to Buy: Classic Bulls • Power Gauge Rating Bullish • Price Trend Up
• Relative Performance Strong • Chaikin Money Flow Strong
• Buy Signal in Chaikin Analytics
Trinity Industries (TRN) Reported 4/29
What to Sell: Classic Bears •
Power Gauge Rating Bearish
•
Price Trend Down
•
Relative Performance Weak
•
Chaikin Money Flow Weak
•
Sell Signal in Chaikin Analytics
Testimonial
190% Profit in Two Days �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!�
TS 5/7/14
ETFs In Chaikin Analytics List Manager
Nasdaq Outperforming - QQQ
Nasdaq Outperforming - QQQ
Nasdaq Outperforming - QQQ
Nasdaq Outperforming - QQQ
Indexes in Chaikin Analytics List Manager
S&P Select SPYDER Industry Groups
S&P Select SPYDER Industry Groups
Drill Down on XHS Health Care ETF
Drill Down on SPDR Industry Groups
XRT – Retailers Turning Down
Drill Down on XRT Retail ETF
Amazon.com (AMZN)
Groupon Inc (GRPN)
Tiffany Inc. (TIF)
Dashboard Alerts in Chaikin Analytics
LinkedIn (LNKD)
Lululemon (LULU)
Coach (COH)
Play Good Defense Turn Land Mines into Gold Mines
Splunk (SPLK) – Kerplunk!
Play Good Defense Gaps Can Provide Exits From Profitable Trades
Priceline Puts 2012: +23x in one day
YHOO 2012/2013 – It All Comes Together
Yahoo! 2014 New but Divergences Come Ahead of Power Gauge Shift
Winning Earnings Plays – Long and Short
Athenahealth (ATHN) Reported 4/17
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
At the Blackjack Table: What do you do?
Dealer has
“Soft 18
against a 7”
You have
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
If you want to maximize your winnings Dealer has
You have
“Basic Strategy - Stick” A Disciplined System Backtested Based on Probability One You can Follow
Any DISCIPLINE based on solid principles, with tested results, that you ACTUALLY FOLLOW, is better than EMOTION.
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
The Power Gauge is bullish - What do you do?
Š 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
To Trade More Profitably: Follow the signals
A DISCIPLINE based on proven analytics, gives you conviction‌better than EMOTION. Š 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 minimize your losses or 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.
Stocks Reporting EPS shortly with Bearish Chaikin Power Gauge ratings: • 5/22 Dollar Tree (DLTR) (A.M.) Gamestop (GME), Ross Stores (P.M.) • 5/23 Hibbett Sports (HIBB) (A.M.) • 5/27 Workday (WDAY) (P.M.) • 5/28 Seadrill (SDRL), Toll Bros. (TOL) (A.M.) Palo Alto Networks (PANW) (P.M.) • 5/29 Splunk Inc. (SPLK) (P.M.)
Be the Smart Money – Don’t Wait for Wall Street
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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
Here’s What You Get: • One-on-One Tutorial helps you get 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
Risk-Free! My 100% Money Back Guarantee
Take action now and subscribe to Chaikin Analytics. If you aren’t completely satisfied within the first 30 days, I’ll refund 100% of your payment. But I know once you try it, you’ll see powerful results.
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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)