Combining Fundamentals with Technicals to Trade Smarter

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 - ReliableSimple but Powerful

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

Trinity Industries (TRN) Reported 4/29

• 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

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 DefenseTurn 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 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

Master the Gap Webinar Special

Only $1,950

www.chaikinanalytics.com/signup Or contact Dan Franz: [email protected]

1.877.MYPORTFOLIO (1.877.697.6783)

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.

Subscribe Now to Chaikin Analytics

$195/month; $1950/year Includes free Power Suite and one-on-one tutorials

Or call: Dan Frantz 1.877.MYPORTFOLIO (1.877.697.6783) [email protected]

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