feb 19 sandy invest smarter webinar presentation draft_02-18-15 (1)

5 Steps to Smarter Investing

From Novice to Knowledgeable: Invest Smarter in 5 Simple Steps!

Sandy Chaikin February 19, 2015


You’re About to Discover how I…

• Went from Novice to Knowledgeable in <2 years

• Gained confidence using the Chaikin 5-Step Method

• Consistently beat S&P 500 & most pros

• Found the 2 best stocks in 2014


3

© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

You’re About to Discover…


So You Can …

Make More

Money!


And can afford to spend more time doing what you want


The Challenge: too much information


The Solution: Chaikin Analytics


Why Chaikin?


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


Quoted by and seen on…

http://video.cnbc.com/gallery/?play=1&video=3000135291

http://www.forbes.com/sites/victoriabarret/2012/05/23/what-facebooks-flop-means-for-technology-ipos-later-this-year/

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=zBcOksyi2ufVwM&tbnid=UWexXOGeK0or7M:&ved=0CAUQjRw&url=http://s1026.photobucket.com/user/zaid43/media/zahipedia-Bloomberg-Logo-2updated.jpg.html&ei=Ek87UsjUHYe34APBm4DADg&bvm=bv.52288139,d.dmg&psig=AFQjCNEwOBoU6EiJOaVBz9Vx7otpLP6hig&ust=1379704965690525


5 Steps to Success: How I Find the Best Stocks

1. Use a proven methodology I trust

2. Play good offense to find winners

3. Use industry groups to find more winners

4. Know when to buy and sell - signals

5. Play good defense to avoid landmines


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


Testimonial

Relieved

“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


Step 1: Use a Proven Methodology

The Chaikin Power Gauge

Simple but not Simplistic


• Financial Metrics

• Earnings Performance

• Price/Volume Activity

• Expert Opinions

4 Components:


The Chaikin Power Gauge Clear, tested summary of a stock’s potential

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


Financial Metrics: Price to Sales Ratio


Expert Opinions: The Secret Sauce 02/18/15


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.” ‒ Cheryl (California) Chaikin Analytics Subscriber


Step 2: Play Good Offense


What to Buy: Classic Bulls • Strong Industry Group • Power Gauge Rating Bullish • Price Trend Up • Relative Performance Strong • Chaikin Money Flow Strong


Southwest +126% in 2014 ... Luv It!


Skyworks (SWKS) +156% in 2014 … Sky High!


Testimonial

Thanks!

“I am thrilled that I got the heads up to go long SWKS before earnings the first week I subscribed to the

service. That trade paid for my entire yearly subscription. And I want to compliment you on your

user friendly App.

‒ PH 7/21/14 Chaikin Analytics Subscriber


Step 3: Use Industry Groups


Home Furnishings: Whirlpool


Strong Group: Food/Drug


Food/Drug – Classic Bull


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

http://www.chaikinpowertools.com/downloads/barrons-3-16-13.pdf


Step 4: Know When to Buy & Sell

Buy Signals Sell Signals

Oversold Buy Breakout Buy Reversal Buy Money Flow Buy Relative Strength Buy Rel. Strength Breakout Buy

Overbought Sell Breakdown Sell Reversal Sell Money Flow Sell Relative Strength Sell Rel. Strength Breakdown Sell

With Chaikin Buy/Sell Signals


Alerts: My Watch List 10/15/15


Edwards Lifesciences 02/18/15


Alerts on My Watch List 02/19/15


BRCD Buy Alert 02/19/15


Portfolio Health Check: Earnings This Week


Step 5: Play Good Defense


What to Avoid: Classic Bears • Power Gauge Rating Bearish • Price Trend Down • Relative Performance Weak • Chaikin Money Flow Weak • Price Overbought


Diamond Offshore


DDD – triple disaster


Coca Cola


Buy Green Instead: +15% YTD


5 Year View Confirms


Netflix: 10/15 Earnings Play


Testimonial

Quick $21,500 Profit “Using the Upcoming Earnings Ideas in Chaikin Analytics, Netflix had a Very Bearish rating…Bought three put contracts before earnings on 10/15 for $22.20 and sold the day after earnings for $93.90. A quick $21,500 profit”– JV .”

‒ John V, Chaikin Analytics Subscriber


The 5 Steps: Recap

1. Use a proven methodology you trust

2. Play good offense to find winners

3. Use industry groups to find more winners

4. Know when to buy and sell - signals

5. Play good defense to avoid landmines


You Discovered How I…

• Went from Novice to Knowledgeable in <2 years

• Gained confidence using the Chaikin 5-Step Method

• Consistently beat S&P 500 & most pros

• Found 2 best stocks in 2014


Your Next Step: Chaikin Analytics


Real World Price $1,950 Webinar Special

Expires Midnight Sunday 02/22/15

Only $1,550 http://www.chaikinanalytics.com/sandy

Offer Code: SANDY

Or contact Dan Frantz: 1.877.MYPORTFOLIO [email protected]

http://www.chaikinanalytics.com/sandy



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

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=DrXYP8ScP4AslM&tbnid=_6S1DSYVBmtr1M:&ved=0CAUQjRw&url=http://www.landcorpinternational.com/&ei=CEc7Uo3KMs-t4AP4mYGwBA&psig=AFQjCNF0a8Lgmupx4F0nv1H4zB6sGlAlvA&ust=1379702915975858


Free Benefit: Chaikin Insights

NEW!


Stock of the Week 02.01.15


Testimonial – Market Insights

Amazing results!

“LULU, AA, SWKS, NOW, DWRE. I just closed out DWRE for 14% profit this morning. I have only been a member for a couple of months and have already paid for your annual membership fees several times over on just these five stocks. Thank you for your solid advice.”

– RM 8/5/2014 Chaikin Analytics Subscriber


Free Benefit: Power Gauge Reports


Free Benefit: Portfolio Health Check


PHC: Earnings This Week


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, Chaikin Analytics Subscriber


Start Investing Smarter Now Get almost $900 in added value

• $400 off an annual subscription to Chaikin Analytics – pay just $1,550 your first year

• Complimentary subscription to Chaikin Power Suite – this service alone is worth $495/year!

• FREE one-on-one tutorials – help you set up and use all the features and apply Chaikin Analytics to your trading and investing style

• FREE Subscriber-Only Open Forums – live bi-monthly sessions highlight unique aspects of the system and answer your questions

• Daily “Morning Insights” – Chief Market Analyst John Schlitz recaps the previous day, what to expect today, specific buy/sell stock ideas


Testimonial

Exceptional Service

“Your after-sales service has been exceptional. It's like having my own team of professionals

behind me, wanting me to succeed”

‒ D from Canada


Testimonial

Exceptional Support

“Rarely do any of the services have the level

of support, education and professionalism

as does Chaikin.”

‒ HC, Chaikin Analytics Subscriber


From Here to Turkey – August Vacation 2014


From Here to Turkey – what’s next?


Chaikin Analytics

•


Offer Code: SANDY Expires Midnight Sunday, February 22, 2015

Or contact: Dan Frantz, 1.877.MYPORTFOLIO [email protected]

Sign Up Today!



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