Combining Fundamentals with Technical Analysis to Increase your Trading Profits
Marc Chaikin, CEO Chaikin Analytics July 10, 2014 Š 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
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.
What Chaikin Analytics adds to Candlestick Signals Zeroes in on Winning Stocks and Makes You the ͞“ŵart MoŶey͟
• 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
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Problem: Information Overload
The Solution: Chaikin Analytics
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The Chaikin Analytics Method
Chaikin Power Gauge Industry Group Strength-ETFs Chaikin Buy/Sell Signals Chaikin Technical Indicators Volatility Bands, Money Flow, Overbought/Oversold, Relative Strength
Chaikin Power Gauge ReliableSimple but Powerful
Chaikin Power Gauge Rating Clear suŵŵary of a stock’s poteŶtial - with a record of success
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
© 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
What to Buy: Classic Bulls • Power Gauge Rating Bullish • • • •
Price Trend Up Relative Performance Strong Chaikin Money Flow Strong Buy Signal in Chaikin Analytics
What to Sell: Classic Bears • Power Gauge Rating Bearish • • • •
Price Trend Down Relative Performance Weak Chaikin Money Flow Weak Sell Signal in Chaikin Analytics
Testimonia l
190% Profit in Two Days ͟I put oŶ a WFM put trade ǁhiĐh ǁas your alterŶatiǀe ďear trade of the week in Market Insights. Today I locked up a 190% profit in two days. CoŶsider ŵe a loyal user!͟
TS 5/7/14
Play Offense Well: What to buy
Play Good Defense Turn Land Mines into Gold Mines
Lululemon (LULU)
Splunk (SPLK) – Kerplunk!
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
To profit with put options: Follow the signals
A DISCIPLINE based on proven analytics, gives you conviction…better than EMOTIONS. © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
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
To Trade More Profitably: Follow the signals
A DISCIPLINE based on proven analytics, gives you conviction‌better than EMOTION. Š 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
Drill Down on XRT Retail ETF
XRT – Retailers Underperforming
Drill Down on XRT Retail ETF
Groupon Inc (GRPN)
Drill Down on SPDR XHB ETF
XHB – Home Builders Underperforming
Dashboard Alerts in XHB ETF
To Trade More Profitably: Follow the signals
A DISCIPLINE based on proven analytics, gives you conviction‌better than EMOTION. Š 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
Winning Earnings Plays – Long and Short
Alcoa (AA)
Coach Inc (COH)
Priceline Puts 2012: +23x in one day
Be the Smart Money – DoŶ’t Wait for Wall Street 50
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.