Combining fundamentals with Technicals with Steve Primo

Combining Fundamentals with Technical Analysis

to Increase your Trading Profits

Marc Chaikin, CEO Chaikin Analytics

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

July 15, 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.

What Chaikin Analytics adds to Specialist Trading

•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

Zeroes in on Winning Stocks and Makes You the “Smart Money”

Problem: Information Overload

6© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

The Solution: Chaikin Analytics

The Chaikin Analytics Method

Chaikin Buy/Sell Signals

Chaikin Technical IndicatorsVolatility Bands, Money Flow, Overbought/Oversold, Relative Strength

Chaikin Power Gauge Industry Group Strength-ETFs

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.

Technicals• Price Trend • Price Trend Rate of Change• Chaikin Money Flow • Relative Strength vs. Market• Volume Trend

Experts • Earnings Estimate Trend • Short Interest • Insider Activity • Analyst Ratings• Industry Relative Strength

Financials • LT Debt to Equity Ratio• Price to Book Value• Return on Equity• Price to Sales Ratio• Free Cash Flow

Earnings • Earnings Growth• Earnings Surprise• Earnings Trend• Projected P/E Ratio• Earnings Consistency

• 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

Play Offense Well: What to buy

Apple: Ripe, Rotten or Reversal - 2013?

Play Good DefenseTurn Land Mines into Gold Mines

Lululemon (LULU)

Splunk (SPLK) – Kerplunk!

Linkedin (LNKD)

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.

To profit with put options: Follow the signals

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

Dashboard Alerts in Chaikin Analytics

ETFs to Trade and for Stock & Options Ideas

Drill Down on SPDR Industry Groups

XSD – Semiconductors Outperforming

Dashboard Alerts in XSD ETF

© 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.

Drill Down on SPDR XHB ETF

XHB – Home Builders Underperforming

Dashboard Alerts in XHB ETF

© 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.

Winning Earnings Plays – Long and Short

Alcoa (AA)

Coach Inc (COH)

Priceline Puts 2012: +23x in one day

Intuitive Surgical (ISRG): Collapses

48© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

Be the Smart Money – Don’t Wait for Wall Street

Real World Price $1,950Webinar Special

Only $1,750www.chaikinanalytics.com/signup

Offer Code: PRIMOOr contact Paul Sherwood: 1.877.9STOCKS

[email protected]

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

Fast Action Bonus $1,750Subscribe by midnight Friday, July 18

and Take Additional $200 off

Only $1,550www.chaikinanalytics.com/signup

Offer Code: PRIMO

Here’s What You Getwith Chaikin Analytics:

• 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

Testimonial from Anne D.

Paid Back 11 Times“My Chaikin Analytics subscription paid me back more than 11 times in 2013. By far the best investment I’ve ever made.”

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Pay Only $1,550 if you subscribe by midnight, Friday, July 18www.chaikinanalytics.com/signup

Includes free tutorials and Chaikin Power SuiteOr call Paul Sherwood 1.877.9STOCKS

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