pick bullish stocks and avoid the bearish with chaikin analytics
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Stock analysis that helps you find the best stocks to buy and avoid the worst: http://chaikinanalytics.com/TRANSCRIPT
The Chaikin Approach
Eric Chaikin
© 2014 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
June 18, 2014Director of User Experience / Product Strategy
To Finding Winners and Avoiding Landmines
Welcome
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Chaikin Analytics for Desktop
What We’ll Cover
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
1. Welcome new clients
2. Review the Chaikin approach
3. FAQs
4. What we’re working on
5. Q&A
Chaikin Power GaugeClear summary of a stock's potential – with a record of success
• Financials
• Earnings
• Technicals
• Experts
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
5© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
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.
Performance ResultsTrailing 12 mos vs. S&P 500
Very Bearish & Bearish stocks underperforming.
Note: performance of Bearish stocks this year is higher than usual; expect retracement
Chaikin Approach: Classic Bulls
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
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 w/ Strong Industry Group
Bullish Examples
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Strong Industries: Oil: HES etc Banks: BMA, BMO, TD !Alcoa, AAPL, Allergan (takeover bid)
Ryder, PL, Trinity
Let’s go to the Desktop…
Chaikin Approach: Classic Bears
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Confirm w/ Weak Industry Group
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
Bearish Examples
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SPLK COH ATHN 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
Let’s go to the Desktop…
“Personality Changes” - When to Exit
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Examples in the Desktop…
CMCSA
KMP
FAQs
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- Factor questions - Analyst Ratings - Technical factors vs Technical Rating - Industry Strength
!- Overlay questions
- 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 = deal-breaker - Short-Term
- Some regions of red expected on as pullbacks; not a deal breaker - Strong non-confirmation of a rally: warning sign
FAQs
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- Putting on Options positions - Chaikin helps w selecting the underlies and timing - Stay in-the-money and leave 3-6 months - careful of very ST positions
!- Model Portfolio
- It’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
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
!- Better clarity
- In-app help, better explanation of Ratings, Charts, Indicators, Signals, etc !
- Easier access to Great Ideas - Filtering the low-quality names - Clarifying the “Best of the Best” - Make them easier to find; less hunting and
pecking - Pushing them to the top in an easy-to-scan view
!- ETF Ratings
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