combining fundamentals with technicals to trade smarter
TRANSCRIPT
Combining Fundamentals with Technicals to Trade Smarter
Marc Chaikin, CEO Chaikin Analytics!Scott Andrews, Founder Master the Gap
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
May 20,2014
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.
3© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
Meet Marc Chaikin and Scott Andrews
!•Market Technician
•Quantitative Analyst
•Entrepreneur
!!
!•Gap Trading Guru
•Probability Analyst
•Educator and Author
!!
4© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
What Chaikin Analytics adds to Master the Gap
!•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
!
! ! Saves You Time and Makes You the “Smart Money”
The Chaikin Analytics Method
Chaikin Buy/Sell Signals
Chaikin Technical Indicators Volatility Bands, Money Flow, Overbought/Oversold, Relative
Strength
Chaikin Power Gauge Sector ETF Strength
Chaikin Power Gauge RatingClear summary of a stock’s potential - with a record of success
© 2014 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
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
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
Testimonial
Gets It Right “I keep shaking my head at how often this
model gets it right.” ‒ M.O’C, individual investor
• Power Gauge Rating Bullish • Price Trend Up • Relative Performance Strong • Chaikin Money Flow Strong • Buy Signal in Chaikin Analytics
What to Buy: Classic Bulls
• Power Gauge Rating Bearish • Price Trend Down • Relative Performance Weak • Chaikin Money Flow Weak • Sell Signal in Chaikin Analytics
What to Sell: Classic Bears
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
Chaikin Buy/Sell Signals
Buy Signals Sell Signals
• Oversold Buy • Momentum Breakout • Reversal Buy • Money Flow Buy • Relative Strength Buy • Rel. Strength Breakout Buy
• Overbought Sell • Momentum Breakdown • Reversal Sell • Money Flow Sell • Relative Strength Sell • Rel. Strength Breakdown
Sell
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
At the Blackjack Table: What do you do?
You have
Dealer has
“Soft 18 against a 7”
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
If you want to maximize your winnings
You have
Dealer has “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?
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
To Trade 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?
© 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 conviction…better than EMOTION.
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.)
53© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
! ! ! Be the Smart Money – Don’t Wait for Wall Street
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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
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