Combining Fundamentals with Technicals to Trade Smarter

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Combining Fundamentals with Technicals to Trade Smarter

  1. 1. 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
  2. 2. 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. 3. 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. 4. 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”
  5. 5. 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
  6. 6. Chaikin Power Gauge - Reliable Simple but Powerful
  7. 7. 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
  8. 8. Testimonial Gets It Right “I keep shaking my head at how often this model gets it right.” ‒ M.O’C, individual investor
  9. 9. • Power Gauge Rating Bullish • Price Trend Up • Relative Performance Strong • Chaikin Money Flow Strong • Buy Signal in Chaikin Analytics What to Buy: Classic Bulls
  10. 10. Trinity Industries (TRN) Reported 4/29
  11. 11. • Power Gauge Rating Bearish • Price Trend Down • Relative Performance Weak • Chaikin Money Flow Weak • Sell Signal in Chaikin Analytics What to Sell: Classic Bears
  12. 12. 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
  13. 13. ETFs In Chaikin Analytics List Manager
  14. 14. Nasdaq Outperforming - QQQ
  15. 15. Nasdaq Outperforming - QQQ
  16. 16. Nasdaq Outperforming - QQQ
  17. 17. Nasdaq Outperforming - QQQ
  18. 18. Indexes in Chaikin Analytics List Manager
  19. 19. S&P Select SPYDER Industry Groups
  20. 20. S&P Select SPYDER Industry Groups
  21. 21. Drill Down on XHS Health Care ETF
  22. 22. Drill Down on SPDR Industry Groups
  23. 23. XRT – Retailers Turning Down
  24. 24. Drill Down on XRT Retail ETF
  25. 25. Amazon.com (AMZN)
  26. 26. Groupon Inc (GRPN)
  27. 27. Tiffany Inc. (TIF)
  28. 28. Dashboard Alerts in Chaikin Analytics
  29. 29. LinkedIn (LNKD)
  30. 30. Lululemon (LULU)
  31. 31. Coach (COH)
  32. 32. Play Good Defense
 Turn Land Mines into Gold Mines
  33. 33. ! Splunk (SPLK) – Kerplunk!
  34. 34. ! ! Play Good Defense
 Gaps Can Provide Exits From Profitable Trades
  35. 35. Priceline Puts 2012: +23x in one day
  36. 36. YHOO 2012/2013 – It All Comes Together
  37. 37. Yahoo! 2014 New but Divergences Come Ahead of Power Gauge Shift
  38. 38. Winning Earnings Plays – Long and Short
  39. 39. Athenahealth (ATHN) Reported 4/17
  40. 40. 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
  41. 41. © 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”
  42. 42. © 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.
  43. 43. © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential. The Power Gauge is bullish - What do you do?
  44. 44. © 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.
  45. 45. © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential. The Power Gauge is bearish - What do you do?
  46. 46. © 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.
  47. 47. 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.)
  48. 48. 53 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential. ! ! ! Be the Smart Money – Don’t Wait for Wall Street
  49. 49. Master the Gap Webinar Special Only $1,950 www.chaikinanalytics.com/signup Or contact Dan Franz: danf@chaikinanalytics.com 1.877.MYPORTFOLIO (1.877.697.6783)
  50. 50. 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
  51. 51. 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
  52. 52. 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.
  53. 53. 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) danf@chaikinanalytics.com             Sign Up Today!

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