Be The Smart Money

Combining Technical Analysis with Fundamentals to Find Winning Stocks

Christopher Castroviejo, Smart Trade Pro Marc Chaikin, Chaikin Analytics

Presented to Dallas Investors Forum May 3, 2014

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

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

Meet Marc Chaikin and Christopher Castroviejo

•Market Technician

•Quantitative Analyst

•Entrepreneur

•Hedge Fund Manager

• Investment Educator

•Dog Lover

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

Chaikin Analytics Enables You to “Be 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

•Pinpoint profitable entries with Chaikin Buy/Sell signals

The Chaikin Analytics Method

Chaikin Buy/Sell Signals

Chaikin Technical Indicators Volatility Bands, Money Flow, Overbought/Oversold, Relative Strength

Chaikin Power Gauge Industry Group Strength

Chaikin Power Gauge - Reliable

Simple but Powerful

Chaikin Power Gauge Rating Clear 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

• Power Gauge Rating Bullish

• Price Trend Up

• Relative Performance Strong

• Chaikin Money Flow Strong

• Buy Signal in Chaikin Analytics

What to Buy: Classic Bulls

Southwest Air (LUV)

Allergan (AGN) – Plump Up Your Portfolio

• Power Gauge Rating Bearish

• Price Trend Down

• Relative Performance Weak

• Chaikin Money Flow Weak

• Price Overbought

What to Sell: Classic Bears

Lululemon (LULU) – Shear Madness

Industry Groups Ranked by Power Gauge

Drill Down to Find Best Stocks

HollyFrontier (HFC)

AH Belo (AHC) in Strong Publishing Group:10/4/13

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.

The Power Gauge is bullish - What do you do?

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

To Invest 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 profit with put options: Follow the signals

A DISCIPLINE based on proven analytics, gives you conviction…better than EMOTION.

Testimonial

“My Chaikin Analytics subscription paid me back more than 11 times in 2013. By far the best

investment I’ve ever made.”

‒ Anne D, Chaikin Analytics Subscriber

Dashboard Alerts in Chaikin Analytics

LinkedIn (LNKD)

Lululemon (LULU)

Coach (COH)

Play Offense Well: What to buy, When to buy

Weatherford International (WFT)

Good Defense Leads to Good Offense Turning Landmines into Gold Mines

Splunk (SPLK) – Kerplunk!

ETFs In Chaikin Analytics List Manager

Look for Strongest Sectors Ranked By Power Gauge Rating

Drill Down on XLE Energy SPDR

Drill Down on SPDR Industry Groups

XRT – Retailers Turned Down

Drill Down on XRT Retail ETF

Amazon.com (AMZN)

FAS 3x Financial ETF with Rel. Str. Buy Signals

Winning Earnings Plays – Long and Short

Trinity Industries (TRN) Reported 4/29

LinkedIn (LNKD) Reported 5/1

Testimonial

“Chaikin has made me enough money this week to buy a year’s subscription for 15 friends from

profit alone.”

‒ MW, Chaikin Analytics Subscriber

Stocks Reporting EPS This Week

• 5/5 (P.M.) EOG Resources (EOG)

• 5/6 (A.M.) HollyFrontier (HFC), Rowan Cos (RDC) (P.M.) First Solar (FSLR)

• 5/7 (A.M.) Cimarex Energy (XEC), Green Mountain (GMCR) (P.M.) Tesla (TSLA)

• 5/8 (A.M.) Magna Intl (MGA) (P.M.) Great Plains Energy (GXP), Sotheby’s (BID)

• 5/9 (P.M.) (P.M.) Stratasys Ltd (SSYS)

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

“Be the Smart Money”

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

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

Here’s What You Get:

• One-on-One Tutorial helps you 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

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

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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$195/month; $1,950/yearIncludes free Power Suite and one-on-one tutorials

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