How to Find Winning Traders - Perspective from 2 Stock Market ExpertsChaikin Analytics
Join stock market veterans, Marc Chaikin and Harry Boxer, discuss how to identify winning trades in today's market. Marc is CEO and Founder of Chaikin Analytics and Harry Boxer is the founder of TheTechTrader.com
The document discusses discovering customer needs and market segments. It emphasizes understanding the problem a customer is trying to solve rather than focusing on features. It provides tips for researching different types of customers, including current customers, competitors' customers, and potential customers not currently looking for a solution. The document also discusses how to prioritize needs and whether a new product or market segment is worth pursuing based on factors like strategic fit, the competitive landscape, and potential customer impact.
This document summarizes an interactive panel discussion between six experienced gym owners and a moderator. The panelists discussed 10 important things for new or aspiring gym owners to know, including that the owner is the architect of their business and needs to play to win, delegation and outsourcing are essential, growing staff grows the business, employees are not stakeholders but great ones act like them, be skeptical of trends, don't try to be all things to all people, technology matters, reinvest to succeed, you will make mistakes, and you can do it. The panelists were from gyms in various states and the discussion was moderated by Rodney J. Morris.
Feb 19 sandy invest smarter webinar presentation draft_02-18-15 (1)Chaikin Analytics
Invest Smarter in 5 Simple Steps!
Sandy shows you how she went from a novice to knowledgeable investor using the Chaikin Analytics System and is her portfolio is outperforming the market and most financial advisors.
Find Winning Apple Ecosystem Stocks to buy with Marc Chaikin Chaikin Analytics
4/16/15 Stock Market Expert Marc Chaikin presentede Marc Chaikin presents this free exclusive Meet-Up, hosted by Micah Lamar, CEO of Wall Street io, formerly AAPLTrader.com. Marc will discuss how to find the best stocks to buy, and how to profit from losers like Netflix–with a special emphasis on AAPL ecosystem stocks like CRUS, GLW, SWKS, and INVN.
How to Find Winning Traders - Perspective from 2 Stock Market ExpertsChaikin Analytics
Join stock market veterans, Marc Chaikin and Harry Boxer, discuss how to identify winning trades in today's market. Marc is CEO and Founder of Chaikin Analytics and Harry Boxer is the founder of TheTechTrader.com
The document discusses discovering customer needs and market segments. It emphasizes understanding the problem a customer is trying to solve rather than focusing on features. It provides tips for researching different types of customers, including current customers, competitors' customers, and potential customers not currently looking for a solution. The document also discusses how to prioritize needs and whether a new product or market segment is worth pursuing based on factors like strategic fit, the competitive landscape, and potential customer impact.
This document summarizes an interactive panel discussion between six experienced gym owners and a moderator. The panelists discussed 10 important things for new or aspiring gym owners to know, including that the owner is the architect of their business and needs to play to win, delegation and outsourcing are essential, growing staff grows the business, employees are not stakeholders but great ones act like them, be skeptical of trends, don't try to be all things to all people, technology matters, reinvest to succeed, you will make mistakes, and you can do it. The panelists were from gyms in various states and the discussion was moderated by Rodney J. Morris.
Feb 19 sandy invest smarter webinar presentation draft_02-18-15 (1)Chaikin Analytics
Invest Smarter in 5 Simple Steps!
Sandy shows you how she went from a novice to knowledgeable investor using the Chaikin Analytics System and is her portfolio is outperforming the market and most financial advisors.
Find Winning Apple Ecosystem Stocks to buy with Marc Chaikin Chaikin Analytics
4/16/15 Stock Market Expert Marc Chaikin presentede Marc Chaikin presents this free exclusive Meet-Up, hosted by Micah Lamar, CEO of Wall Street io, formerly AAPLTrader.com. Marc will discuss how to find the best stocks to buy, and how to profit from losers like Netflix–with a special emphasis on AAPL ecosystem stocks like CRUS, GLW, SWKS, and INVN.
Invest Smarter in 5 Simple Steps: From Novice to KnowledgeableChaikin Analytics
Self-made investor, Sandy Chaikin, discusses how she was determined to manage her own portfolio after losing big in 2008. By using the powerful investing tools of Chaikin Analytics, she was able to consistently outperform the S&P500 and most money managers. Find out how here.
Sandy started investing in 2012 with Chaikin Analytics and built a killer portfolio that continues to outperform the S&P 500 and most money managers. She spotted the two best-performing stocks of 2014 and bought at the right time – both stocks rose over 125% during that year. Sandy’s portfolio continues to thrive. Sandy is a contributor to Nasdaq.com where she also hosts webinars on investing, using examples from her own portfolio.
This document provides an overview of Marc Chaikin's presentation on using Chaikin Analytics to find winning stock trades. Some key setups discussed include the Chaikin Power Gauge rating, which provides a clear summary of a stock's potential, and the Chaikin Relative Strength indicator, which can identify stocks that are outperforming the market. The presentation also discusses how changes in a stock's "personality" as measured by indicators like the Chaikin Money Flow can provide trading opportunities. Real-world examples of trades are provided and testimony is shared about profits achieved using Chaikin's strategies.
5 Keys to Making Money in a Down Market presented by Marc ChaikinChaikin Analytics
Find out how to remain cool and confident when the market is chaotic and stay profitable whether the market is swinging on the upside or the downside with stock market expert Marc Chakin.
This document summarizes a presentation about using Chaikin Analytics signals to time stock purchases and sales. It discusses the Chaikin Power Gauge rating system, which analyzes financial metrics, earnings, price/volume, and expert opinions to rate stocks. It provides examples of buy signals including oversold, momentum breakout, and money flow buys. Sell signals include overbought, momentum breakdown, and money flow sells. The presentation emphasizes following a disciplined strategy of the Chaikin signals to maximize profits and minimize losses, rather than acting on emotions. It offers a trial subscription to Chaikin Analytics for stock analysis and signals.
Find Winning Stocks & Avoid Losses Combining Technicals with the Chaikin Powe...Chaikin Analytics
This document summarizes a presentation about using the Chaikin Power Gauge to identify winning stocks and avoid losses by combining technical analysis with fundamental metrics. It discusses how the Chaikin Power Gauge provides a clear rating of a stock's potential through evaluating multiple technical and fundamental factors. Specific strategies are presented for identifying bullish and bearish stocks using signals from the Power Gauge and relative strength indicators. Examples of winning trades identified by this approach are also given.
Rose and Thorn - John Pocorobba 2-10-22.pdfssuser21aa821
This document contains details about an upcoming Boston IBD Meetup event on February 10, 2022. It provides information about the presenter John Pocorobba and his experience with IBD methodology. The agenda outlines segments on post-analysis, risk management, trade management, and volunteers sharing a recent successful "Rose" trade and unfortunate "Thorn" trade. The document encourages attendees to maintain a trading log and conduct ongoing self-evaluation to improve trading results over time.
Investing 101: 5 Simple Steps to Find Winning Stocks Like a Pro Chaikin Analytics
The document outlines a 5 step process for smarter investing presented by Sandy Chaikin of Chaikin Analytics. The steps are: 1) Use a proven methodology (Chaikin Power Gauge), 2) Play offense to find winning stocks, 3) Use industry groups to find more winners, 4) Know when to buy and sell using signals, and 5) Play defense to avoid risky stocks. The presentation provides examples of stocks that fit each step and encourages signing up for Chaikin Analytics services using a promotional discount code.
This document summarizes a webinar presented by Chaikin Analytics on their stock analysis tools and strategies. It discusses Chaikin Analytics' disclaimer, what their service adds to stock picking, their methodology including the Chaikin Power Gauge and buy/sell signals, examples of stocks analyzed using their tools, and promotional information about subscribing to their service.
This document provides an overview and disclaimer for a webinar on making profitable long and short trades presented by Marc Chaikin, CEO of Chaikin Analytics, and Jon Najarian, founder of optionMONSTER. The webinar will discuss Chaikin Analytics' methods for identifying profitable stock entry and exit points using technical indicators like the Chaikin Money Flow and Chaikin Power Gauge ratings. It emphasizes using discipline and analytics rather than emotion to make better trading decisions. The webinar will also provide examples of past earnings plays where the Chaikin ratings identified profitable long and short opportunities.
SUMMIT KICK OFF WITH OPHTHALMOLOGY INNOVATION CYCLE & FINANCING UPDATEHealthegy
William Link gave a presentation on the ophthalmology innovation cycle and financing update. He discussed key constituents in the innovation cycle including inventors, clinicians, financial partners, and industry leaders. He provided an overview of trends in healthcare investments and exits in recent years. Venture financing has regained momentum while IPO activity remains strong but will be more moderate in 2016. M&A activity is still strong but impacted by industry changes. The relative attractiveness of the ophthalmic sector remains solid due to immense unmet needs and strong connections between key constituents. Innovation in ophthalmology is gaining rather than losing momentum.
How to Protect your Portfolio in a Bear Market by John SchlitzChaikin Analytics
This document provides an overview of the Chaikin Analytics method for identifying stocks to buy or sell during a bear market. It discusses using Chaikin indicators like the Power Gauge rating and Chaikin Money Flow to monitor stocks' technicals and fundamentals. It emphasizes playing defense by avoiding stocks with negative ratings. It also covers using divergences, industry group strength, support/resistance, and sell signals to help weather a declining market. The document promotes subscribing to Chaikin Analytics services at a discounted rate.
Webinar mind meld with stock expert marc chaikin 03 13-13Chaikin Analytics
This document summarizes Marc Chaikin's approach to investing using the Chaikin Power Gauge rating system. It discusses how the Power Gauge analyzes financial metrics, earnings performance, and price/volume activity to rate stocks. It also explains how Chaikin identifies profitable investment opportunities by focusing on strong industry groups, bullish rated stocks with solid technicals, and trading around earnings surprises. The document promotes Chaikin's Analytics tools for the iPad which provide these ratings and insights.
Marc to keene 02.05.15 turbo charge your trading profits finalChaikin Analytics
This document summarizes Marc Chaikin's presentation on using the Chaikin Power Gauge to combine technical analysis with fundamentals to identify profitable stock trades. It discusses how the Power Gauge rates stocks and identifies personality changes that signal buys and sells. It provides examples of stocks like Skyworks Solutions that were well-timed picks according to the methodology. The presentation aims to teach a disciplined approach to identifying trading opportunities and cutting through information overload.
This document describes Chaikin Analytics, a service that combines fundamentals and technical analysis to help traders increase profits. It provides concise stock ratings and buy/sell signals based on quantitative models. The service alerts users to profitable trading opportunities through a dashboard interface that allows drilling down on industry groups, ETFs, and individual stocks. Testimonials suggest the service can help users identify winning trades and earn returns that significantly outweigh the subscription costs. The goal is to give users an edge over relying solely on emotions through a disciplined, analytics-based approach.
Weather the Volatility Storm with Confidence: Perspective from 2 ProsChaikin Analytics
2015 has been one of the choppiest years ever for the U.S. stock market, with the S&P 500 alternating up/down for 11 straight weeks (tied only with 1977 and 1994).
Join us for two perspectives on how to survive, and profit, in this volatility storm. Stock market expert
Marc Chaikin, CEO & Founder of Chaikin Analytics and Manesh Patel, President and CEO of Ichimokutrade, will discuss successful investing strategies in the current market.
Marc Chaikin, CEO of Chaikin Analytics, presents at the AlphaShark Trading Symposium on using volatility to generate profits. He outlines the 5 keys to maximizing profits in any market: 1) find bullish and bearish stocks using the Chaikin Power Gauge rating and relative strength, 2) rely on indicators like dynamic duo, personality changes, and Chaikin money flow to predict price movements, 3) improve timing with buy/sell signals, 4) use earnings season to generate profits, and 5) avoid stocks that are likely to decline sharply. Chaikin argues his strategies have outperformed benchmarks over the long-term and can help investors make successful trades.
Invest Smarter in 5 Simple Steps: From Novice to KnowledgeableChaikin Analytics
Self-made investor, Sandy Chaikin, discusses how she was determined to manage her own portfolio after losing big in 2008. By using the powerful investing tools of Chaikin Analytics, she was able to consistently outperform the S&P500 and most money managers. Find out how here.
Sandy started investing in 2012 with Chaikin Analytics and built a killer portfolio that continues to outperform the S&P 500 and most money managers. She spotted the two best-performing stocks of 2014 and bought at the right time – both stocks rose over 125% during that year. Sandy’s portfolio continues to thrive. Sandy is a contributor to Nasdaq.com where she also hosts webinars on investing, using examples from her own portfolio.
This document provides an overview of Marc Chaikin's presentation on using Chaikin Analytics to find winning stock trades. Some key setups discussed include the Chaikin Power Gauge rating, which provides a clear summary of a stock's potential, and the Chaikin Relative Strength indicator, which can identify stocks that are outperforming the market. The presentation also discusses how changes in a stock's "personality" as measured by indicators like the Chaikin Money Flow can provide trading opportunities. Real-world examples of trades are provided and testimony is shared about profits achieved using Chaikin's strategies.
5 Keys to Making Money in a Down Market presented by Marc ChaikinChaikin Analytics
Find out how to remain cool and confident when the market is chaotic and stay profitable whether the market is swinging on the upside or the downside with stock market expert Marc Chakin.
This document summarizes a presentation about using Chaikin Analytics signals to time stock purchases and sales. It discusses the Chaikin Power Gauge rating system, which analyzes financial metrics, earnings, price/volume, and expert opinions to rate stocks. It provides examples of buy signals including oversold, momentum breakout, and money flow buys. Sell signals include overbought, momentum breakdown, and money flow sells. The presentation emphasizes following a disciplined strategy of the Chaikin signals to maximize profits and minimize losses, rather than acting on emotions. It offers a trial subscription to Chaikin Analytics for stock analysis and signals.
Find Winning Stocks & Avoid Losses Combining Technicals with the Chaikin Powe...Chaikin Analytics
This document summarizes a presentation about using the Chaikin Power Gauge to identify winning stocks and avoid losses by combining technical analysis with fundamental metrics. It discusses how the Chaikin Power Gauge provides a clear rating of a stock's potential through evaluating multiple technical and fundamental factors. Specific strategies are presented for identifying bullish and bearish stocks using signals from the Power Gauge and relative strength indicators. Examples of winning trades identified by this approach are also given.
Rose and Thorn - John Pocorobba 2-10-22.pdfssuser21aa821
This document contains details about an upcoming Boston IBD Meetup event on February 10, 2022. It provides information about the presenter John Pocorobba and his experience with IBD methodology. The agenda outlines segments on post-analysis, risk management, trade management, and volunteers sharing a recent successful "Rose" trade and unfortunate "Thorn" trade. The document encourages attendees to maintain a trading log and conduct ongoing self-evaluation to improve trading results over time.
Investing 101: 5 Simple Steps to Find Winning Stocks Like a Pro Chaikin Analytics
The document outlines a 5 step process for smarter investing presented by Sandy Chaikin of Chaikin Analytics. The steps are: 1) Use a proven methodology (Chaikin Power Gauge), 2) Play offense to find winning stocks, 3) Use industry groups to find more winners, 4) Know when to buy and sell using signals, and 5) Play defense to avoid risky stocks. The presentation provides examples of stocks that fit each step and encourages signing up for Chaikin Analytics services using a promotional discount code.
This document summarizes a webinar presented by Chaikin Analytics on their stock analysis tools and strategies. It discusses Chaikin Analytics' disclaimer, what their service adds to stock picking, their methodology including the Chaikin Power Gauge and buy/sell signals, examples of stocks analyzed using their tools, and promotional information about subscribing to their service.
This document provides an overview and disclaimer for a webinar on making profitable long and short trades presented by Marc Chaikin, CEO of Chaikin Analytics, and Jon Najarian, founder of optionMONSTER. The webinar will discuss Chaikin Analytics' methods for identifying profitable stock entry and exit points using technical indicators like the Chaikin Money Flow and Chaikin Power Gauge ratings. It emphasizes using discipline and analytics rather than emotion to make better trading decisions. The webinar will also provide examples of past earnings plays where the Chaikin ratings identified profitable long and short opportunities.
SUMMIT KICK OFF WITH OPHTHALMOLOGY INNOVATION CYCLE & FINANCING UPDATEHealthegy
William Link gave a presentation on the ophthalmology innovation cycle and financing update. He discussed key constituents in the innovation cycle including inventors, clinicians, financial partners, and industry leaders. He provided an overview of trends in healthcare investments and exits in recent years. Venture financing has regained momentum while IPO activity remains strong but will be more moderate in 2016. M&A activity is still strong but impacted by industry changes. The relative attractiveness of the ophthalmic sector remains solid due to immense unmet needs and strong connections between key constituents. Innovation in ophthalmology is gaining rather than losing momentum.
How to Protect your Portfolio in a Bear Market by John SchlitzChaikin Analytics
This document provides an overview of the Chaikin Analytics method for identifying stocks to buy or sell during a bear market. It discusses using Chaikin indicators like the Power Gauge rating and Chaikin Money Flow to monitor stocks' technicals and fundamentals. It emphasizes playing defense by avoiding stocks with negative ratings. It also covers using divergences, industry group strength, support/resistance, and sell signals to help weather a declining market. The document promotes subscribing to Chaikin Analytics services at a discounted rate.
Webinar mind meld with stock expert marc chaikin 03 13-13Chaikin Analytics
This document summarizes Marc Chaikin's approach to investing using the Chaikin Power Gauge rating system. It discusses how the Power Gauge analyzes financial metrics, earnings performance, and price/volume activity to rate stocks. It also explains how Chaikin identifies profitable investment opportunities by focusing on strong industry groups, bullish rated stocks with solid technicals, and trading around earnings surprises. The document promotes Chaikin's Analytics tools for the iPad which provide these ratings and insights.
Marc to keene 02.05.15 turbo charge your trading profits finalChaikin Analytics
This document summarizes Marc Chaikin's presentation on using the Chaikin Power Gauge to combine technical analysis with fundamentals to identify profitable stock trades. It discusses how the Power Gauge rates stocks and identifies personality changes that signal buys and sells. It provides examples of stocks like Skyworks Solutions that were well-timed picks according to the methodology. The presentation aims to teach a disciplined approach to identifying trading opportunities and cutting through information overload.
This document describes Chaikin Analytics, a service that combines fundamentals and technical analysis to help traders increase profits. It provides concise stock ratings and buy/sell signals based on quantitative models. The service alerts users to profitable trading opportunities through a dashboard interface that allows drilling down on industry groups, ETFs, and individual stocks. Testimonials suggest the service can help users identify winning trades and earn returns that significantly outweigh the subscription costs. The goal is to give users an edge over relying solely on emotions through a disciplined, analytics-based approach.
Weather the Volatility Storm with Confidence: Perspective from 2 ProsChaikin Analytics
2015 has been one of the choppiest years ever for the U.S. stock market, with the S&P 500 alternating up/down for 11 straight weeks (tied only with 1977 and 1994).
Join us for two perspectives on how to survive, and profit, in this volatility storm. Stock market expert
Marc Chaikin, CEO & Founder of Chaikin Analytics and Manesh Patel, President and CEO of Ichimokutrade, will discuss successful investing strategies in the current market.
Marc Chaikin, CEO of Chaikin Analytics, presents at the AlphaShark Trading Symposium on using volatility to generate profits. He outlines the 5 keys to maximizing profits in any market: 1) find bullish and bearish stocks using the Chaikin Power Gauge rating and relative strength, 2) rely on indicators like dynamic duo, personality changes, and Chaikin money flow to predict price movements, 3) improve timing with buy/sell signals, 4) use earnings season to generate profits, and 5) avoid stocks that are likely to decline sharply. Chaikin argues his strategies have outperformed benchmarks over the long-term and can help investors make successful trades.
Are You Making These Top 5 Investing Mistakes?
See what NOT to do when investing in stocks and how Sandy has overcome making these common mistakes and why she has a portfoli that outperfoms the S&P500 and is up 23% this year.
07.23.15 Be a Fearless Investor & Build a Killer Portfolio Chaikin Analytics
Sandy Chaikin shares her story of how she went from a novice to a knowledgebale investor and has built a portfolio that out perfroms the S&P 500 & most porfessional money managers. Sandy successfully took control of her retirement money and You can do it too.
FEARLESS INVESTING : How to Build Killer Portfolio Chaikin Analytics
This document outlines Sandy Chaikin's 5-step method for becoming a fearless investor and building a successful portfolio. The steps are: 1) Use a proven methodology like the Chaikin Power Gauge, 2) Find winning stocks playing offense, 3) Leverage industry groups, 4) Use buy/sell signals to time entries and exits, and 5) Avoid risky "landmines" playing defense. The method is shown to consistently beat the market averages. Testimonials from subscribers indicate the approach helped them gain confidence, make money covering major expenses, and achieve financial peace of mind.
Avoid the 5 biggest Mistakes Investors Make with Sandy Betner ChaikinChaikin Analytics
New to investing or just want to gain more investing confidence? Sandy shares the 5 biggest mistakes investors make and how she picks winning stocks and manages her own portfolio. Learn how she's beating the S & P 500 and most professional money managers.
The document discusses Chaikin Analytics, a company that provides quantitative stock analysis and trading signals to help investors make profitable trades with less risk. It summarizes Chaikin's methodology which analyzes multiple fundamental and technical factors to rate stocks and identify buy/sell signals. The document provides examples of stocks that Chaikin has highlighted as bullish opportunities. Testimonials from subscribers indicate the service has helped them achieve substantial gains on various trades.
Combining Fundamentals with Technicals to Trade SmarterChaikin Analytics
This document summarizes a presentation given by Marc Chaikin and Scott Andrews on combining fundamentals and technical analysis to improve trading. It introduces Chaikin Analytics' tools including the Chaikin Power Gauge for evaluating stocks, buy/sell signals, technical indicators and sector analysis. It provides examples of stocks where following the signals could have resulted in profits or avoiding losses. The presentation aims to demonstrate how Chaikin Analytics can help traders make better decisions.
Be The Smart Money Pick the Best Stocks – Avoid Painful LossesChaikin Analytics
The document summarizes the services provided by Chaikin Analytics to help investors identify profitable stock picks and trade signals. It describes the Chaikin Power Gauge ratings and technical indicators used in their quantitative stock selection model. Examples are given of stocks that have generated buy and sell signals. A money-back guarantee is offered to new subscribers.
In the midst of all the short-term pullbacks and rallies, and with over 5,000 equities and 1,500 ETFs to choose from, how can investors cut a clear path to finding gold? In this timely, one-hour webinar, Chaikin Analytics Founder & CEO Marc Chaikin will present how he uses Chaikin Analytics to identify profitable stocks and ETFs to buy right now.
A toxic combination of 15 years of low growth, and four decades of high inequality, has left Britain poorer and falling behind its peers. Productivity growth is weak and public investment is low, while wages today are no higher than they were before the financial crisis. Britain needs a new economic strategy to lift itself out of stagnation.
Scotland is in many ways a microcosm of this challenge. It has become a hub for creative industries, is home to several world-class universities and a thriving community of businesses – strengths that need to be harness and leveraged. But it also has high levels of deprivation, with homelessness reaching a record high and nearly half a million people living in very deep poverty last year. Scotland won’t be truly thriving unless it finds ways to ensure that all its inhabitants benefit from growth and investment. This is the central challenge facing policy makers both in Holyrood and Westminster.
What should a new national economic strategy for Scotland include? What would the pursuit of stronger economic growth mean for local, national and UK-wide policy makers? How will economic change affect the jobs we do, the places we live and the businesses we work for? And what are the prospects for cities like Glasgow, and nations like Scotland, in rising to these challenges?
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...sameer shah
Delve into the world of STREETONOMICS, where a team of 7 enthusiasts embarks on a journey to understand unorganized markets. By engaging with a coffee street vendor and crafting questionnaires, this project uncovers valuable insights into consumer behavior and market dynamics in informal settings."
The Impact of Generative AI and 4th Industrial RevolutionPaolo Maresca
This infographic explores the transformative power of Generative AI, a key driver of the 4th Industrial Revolution. Discover how Generative AI is revolutionizing industries, accelerating innovation, and shaping the future of work.
University of North Carolina at Charlotte degree offer diploma Transcripttscdzuip
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Every business, big or small, deals with outgoing payments. Whether it’s to suppliers for inventory, to employees for salaries, or to vendors for services rendered, keeping track of these expenses is crucial. This is where payment vouchers come in – the unsung heroes of the accounting world.
1. 5 Steps to Beat the S&P 500!
5 Steps to Beat the S&P 500
How I Doubled the Street in 2013
With Sandy Chaikin
Chaikin Power Tools
2. 5 Steps to Beat the S&P 500!
You are about to discover…
How to TurboCharge Your
Portfolio
Growth!
3. 5 Steps to Beat the S&P 500!
By Learning How to …
•
•
•
•
Buy the winners before they take off
Sell the landmines before they tank
Avoid large losses
And spend less time doing stock research
…You’ll Beat the Street!
4. 5 Steps to Beat the S&P 500!
65% of Mutual Funds…
Underperformed the Market in 2012
5. 5 Steps to Beat the S&P 500!
Goldman Sachs Survey…
“…fewer than 5% of hedge funds has outperformed the S&P 500 or the
average large-cap core mutual fund YTD.”
6. 5 Steps to Beat the S&P 500!
At the beginning…
•
401K Plans
•
Mutual Funds
7. 5 Steps to Beat the S&P 500!
Then, a professional manager
8. 5 Steps to Beat the S&P 500!
Then came 2008
• Advised to hold, not sell
• Portfolio down 40%
• I paid a fee for this???
9. 5 Steps to Beat the S&P 500!
My problem … who to trust?
10. 5 Steps to Beat the S&P 500!
The Challenge: too much information
11. 5 Steps to Beat the S&P 500!
The Solution: Chaikin Analytics
13. 5 Steps to Beat the S&P 500!
Created the first real-time analytics
workstation…
14. 5 Steps to Beat the S&P 500!
…and several technical indicators…
… widely used in most technical analysis
software packages…
• The Chaikin Oscillator
• The Chaikin Money Flow Indicator
• The Chaikin Persistency of Money Flow ― the
basis of Investor’s Business Daily’s
Accumulation/Distribution Rating
16. 5 Steps to Beat the S&P 500!
$1.3 Trillion =
Investment assets transferred from full-service
brokers to self-directed online accounts
Outflows from
Wall Street
Inflows to
online
brokerage
accounts
• 40 mm accounts
• $4.3 trillion in assets
• 2.5 mm trades/day
17. 5 Steps to Beat the S&P 500!
5-Step Method for Beating the Street
1. Use a proven methodology you can trust
2. Play good offense to put the odds in your
favor
3. Use industry groups to find more winners
4. Play good defense to avoid landmines
5. Know when to buy and sell
18. 5 Steps to Beat the S&P 500!
Step 1: Use a Proven Methodology
The Chaikin Power Gauge
Simple but not Simplistic
20. 5 Steps to Beat the S&P 500!
The Chaikin Power Gauge
Clear, tested summary of a stock’s potential
Financial Metrics
Price/Volume Activity
•
•
•
•
•
• Price Trend
• Price Trend Rate of Change
• Chaikin Money Flow
• Relative Strength vs. Market
• Volume Trend
LT Debt to Equity Ratio
Price to Book Value
Return on Equity
Price to Sales Ratio
Business Value
Earnings Performance
Expert Opinions
•
•
•
•
•
• Earnings Estimate Revisions
• Short Interest
• Insider Activity
• Analyst Opinions
• Relative Strength vs. Industry
Earnings Surprise
Earnings Growth
Earnings Trend
Earnings Consistency
Projected P/E Ratio
21. 5 Steps to Beat the S&P 500!
Expert Opinions: The Secret Sauce
22. 5 Steps to Beat the S&P 500!
Testimonial
Good Offense
“I’ve made significant money with the Power
Gauge Rating. This is a must-have for any
investor, from the sophisticated institutional
techie to the individual investor.”
― William F. Landy
23. 5 Steps to Beat the S&P 500!
Testimonial
My returns are all the proof I need
“The Chaikin power gauge is my go-to guide.
My returns are all the proof I need that Chaikin’s
model is the real thing.”
―Invention7
24. 5 Steps to Beat the S&P 500!
Step 2: Play Good Offense
25. 5 Steps to Beat the S&P 500!
What to Buy: Classic Bulls
•
•
•
•
•
Strong Industry Group
Power Gauge Rating Bullish
Price Trend Up
Relative Performance Strong
Chaikin Money Flow Strong
27. 5 Steps to Beat the S&P 500!
Chaikin Hot Lists
28. 5 Steps to Beat the S&P 500!
Chaikin Hot Lists: Recent Bulls 11/07/13
29. 5 Steps to Beat the S&P 500!
Chaikin Hot Lists: Recent Bulls
30. 5 Steps to Beat the S&P 500!
Chaikin Hot Lists: Recent Bulls 11/07/13
Performance vs. S&P
31. 5 Steps to Beat the S&P 500!
Step 3: Use Industry Groups
32. 5 Steps to Beat the S&P 500!
Industry Group: Alerts View
33. 5 Steps to Beat the S&P 500!
Testimonial
“Chaikin is in good company: one way to locate
a good stock is to locate the right industry.
Chaikin’s approach recommends both specific
stocks and industries to swap for weaker
performers.”
― Mike Hogan
34. 5 Steps to Beat the S&P 500!
Testimonial
“You were right...
We're going to watch your picks!”
― Fox Business News, Markets Now
35. 5 Steps to Beat the S&P 500!
Step 4: Play Good Defense
36. 5 Steps to Beat the S&P 500!
What to Avoid: Classic Bears
•
•
•
•
•
Power Gauge Rating Bearish
Price Trend Down
Relative Performance Weak
Chaikin Money Flow Weak
Price Overbought
51. 5 Steps to Beat the S&P 500!
Now You Can…
Identify strong industry groups
• Find the best stocks with Chaikin Indicators –
research a stock in two minutes
• Avoid losers
• Improve entries and exits with Signals
• Profit from earnings surprises and “Stock of the
Weeks”
•
… with Chaikin Analytics!
52. 5 Steps to Beat the S&P 500!
Testimonial
Paid Me Back 11 Times
“My Chaikin Analytics subscription paid for itself
in my very first trade – and then paid me back
more than 11 times over the rest of 2013. Not
bad for a novice! By far the best investment I’ve
ever made.”
― AD, Investor
53. 5 Steps to Beat the S&P 500!
Testimonial
Makes My Life Easier
“Love the service. I was a TradeMONSTER
customer and saw the invitation to subscribe ―
it was a no-brainer. Worth every penny. Just to
be able to turn it on and see those reports, man
does that make my life easier.”
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Editor's Notes
Thank you Will, and thank you all for attending. I’m Sandy Chaikin, Marc ‘s wife, and a former mutual fund investor turned confident stock investor since using the Chaikin method.I’m going to show you how I’ve taken control of my own investments, and the simple steps I’ve taken to build a killer portfolio and realize gains that not only beat, but DOUBLED the S&P 500 during the same timeframe in 2013. Use S&P500 as my benchmark, which is up 9%. My stocks are up 18%, or double, during the same timeframe.
So, I’m going to show you how I do it so that you, too, can gain confidence and beat the S&P. If I can do it, so can you!Made these returns w/out Marc looking over my shoulder or guiding me. Wanted to take journey as any other self-directed investor would, which includes taking some bumps along the way. Marc did help me with analyzing year-end results and gave input on what I should have done to realize even greater gains.Spend about ten minutes/day on my investments, so it’s not a lot of time. Work full-time.
The five steps will show you how to ….Reiterate: 10 minutes/dayOr, you may even double it!
Let’s first look at how the pros are doing – another benchmark.Goldman Sachs study found most mutual funds underperformed the market in 2012, and lagged the market in 2013.
And another Goldman Sachs study shows that fewer than 5% of hedge funds outperformed the S&P as of August, 3013. A Citicorp survey says the average Hedge Fund is up 8.2% through November of 2013, compared to the S&P which was up 23% during the same timeframe.So the pros aren’t exactly beating the street! What does that mean for the individual? We can do better than most of the pros.Bottom line, My performance using the Chaikin methodology clearly outperforms most of the pros. And, if I can do it, so can you and I’m going to show you how.Let’s get started!
To briefly recap where I’m coming from, I starting investing in the 70’s, with my company 401K plans.My choices were in mutual funds, which all had admin fees.
Around 2004, I consolidated my various 401K plans and engaged a portfolio manager.He sold everything I had and reinvested the money in 8-10 mutual funds and charged a fee based on a % of the assets under management.
Between his mutual fund choices, the stock market crash in 2008 and his advice to hold on the way down, I lost 40% of the value. Sound familiar?
So, I took the money out of brokerage firm, but didn’t know who I could trust to invest it.
With so much information , I didn’t know where to turn. No experience with investing on my own, so I put my money in a Vanguard S&P 500 Index fund until I started investing with Chaikin in early 2012. Still trade with Vanguard today, and keep a portion of my portfolio in the S&P500 Index fund.I think you all can relate to information overload – it’s systemic in so many aspects of our lives. If you can relate, please type “Y” in the chat box.
2008 was wake up call - focused me on my goal of managing my own money.Chaikin 5-step method gave me a reliable yet simple approach that I could follow that cuts through the clutter …. created by stock market expert Marc Chaikin …. who is also my husband!
After more than forty years on Wall Street, founded Chaikin Analytics in 2009 to deliver proven, institutional-quality stock analysis to self-directed investors and professional money managers.
Created the first real-time analytics workstation for portfolio managers and stock traders, which became the industry standard ― now part of Thomson Reuters’ institutional workstation.
Frequent guest on CNBC, Fox Business and Bloomberg TV, and a contributor to both Forbes and MarketWatch.
Right after the 2008 crash, Marc started to build a stock rating model, Chaikin Power Gauge launched 3 years later in 2011.Created to provide individuals with professional quality tools – the kind he built for Wall Street pros for 40 years.Many individuals, like me, were now on own - lacked the knowledge or understanding to make good investment decisions.But, there were a lot of us out there! $1.3 Trllionwas taken out of traditional brokerage firms.
So, here’s what I’m going to show you, and you’ll see how easy it is to make better investment decisions using the Chaikin 5-step method. You don’t have to be a market guru like Marc. I sometimes think that overcomplicates seeing an opportunity. I don’t try to outsmart the method. Or outsmart the model. I just follow this 5 step method religiously. It works, it’s a “done for you” system. If you follow this method, you will pick better stocks, not miss opportunities like Boeing and Yahoo, which I’ll explain later on, and you’ll save yourself a ton of time.I work full-time, so don’t have the time to research stocks all day, like the pros do … remember, I spend 10 minutes a day on my investments, yet, my performance trumps most pros, hands down!
Step 1: The methodology we believe in starts with the Chaikin Power Gauge rating. A simple but powerful indicator of a stock’s potential over the next 3-6 months. Rates 5,000 stocks and 1,500 ETFs.Designed to be easily understood:Green for bullish – red for bearish – very simple, right?
The overall rating is simple: it goes from very bullish to very bearish, but the components and algorithm under the surface are far from simple.It’s based on 4 major components, with each component made up of 5 factorsSince 2012 I’ve been investing in stocks, using the Chaikin Power Gauge as my guide. First using the free iPhone app, and now using Chaikin Analytics, which I find invaluable, launched early in 2013 as an ipadapp, and now available on desktops.
NORMA, PLEASE CROP SLIDE SO JUST SEE LEFT RAIL, WITH DETAIL OF PGR.But here’s how I use PGR: overall rating, then drill down on Expert Opinions.Short interest :smartest guys on Wall Street; short for one reason: they think it will go down. Bullish = not shorting = good.For Insider Activity – insiders only buy for one reason … they think the stock will go up. Bullish = insiders buying = good.Other than Expert Opinions, I just focus on the overall rating and the 4 major components. When buying a stock, look for “very bullish”. Go with the best= my criteria. Without PGR, I’d have to spend hours researching a stock … so I wouldn’t be investing in stocks. But the PGR does the research for me. Done for you system. Are you all with me so far?
Will to read
Will to read
Play a good offense to put the odds in your favor.The Chaikin method makes it easy to find the winners and avoid the losers. I’ll show you how.
So, here’s what I focus on when I’m looking for a stock to buy: Above chart is screen shot from CA for iPad.Explain each bullit point. All of this info is on every stock chart (and most of these indicators are on each ETF chart.)
Boeing, classic bull– strong industry group, bullish (green) power gauge, price trending up, strong relative strength, positive money flow – I look for a sea of green.How I decided to buy:Aerospace: strong industry group, created watch list, waited for a dip -dipped to $99 7/12 so I bought. By year end, >$136, up 37% versus S&P +10%. Spikes = earnings surprises – we give you tools to monitor your portfolio so you know when your stocks report.Tell you one of my secrets: Got alert from CNBC Real Time re: fire. Stock dropped 5 points. Seeking Alpha alerts.
Another way I look for stocks to buy is in Chaikin Hot Lists – available only on Chaikin Analytics. Just added Top 100 Etf’sto Hot Lists.Note the 2nd list, Chaikin Recent Bulls, which I’ll drill down on.
Slide from 11/7 webinar. Let’s see how they performed at year end.
Biggest winners:DECK & CW +22%Glii Apparel +32%GIL +11%Vs. S&P +9%If you bought 7 out of these 9 stocks you would have matched or exceeded the S&P – we make it easy for you to find the winners.
Another way I shop for a stock to buyis to identify the strongest industry groups.Zacks Research provides 62 Industry Groups – studies show investing in stocks in strong industry groups outperforms stocks in weak industry groups. When shopping, look in strongest groups, which we rank based on the Power Gauge rating. Very Bullish stocks are listed first - Cream rises to top.Apparel and Oil Integrated have been strong all year and still areat the top of the list. Top gainers from Recent Bulls Hotlist - Deckers +22%, Glii +32% and Gildan +11% were from Apparel group. Groups trends persist.Great way to narrow the universe of 5,000 stocks to just the strongest stocks in strongest industry groups. Can you see that?
Once I’m in an industry group, we rank stocks from strongest to weakest based on Power Gauge ratings, so you can quickly identify the winners and avoid losers. Alerts view – pushes you most important actionable info for the day, so you can filter the list even more.Overlay the Alerts View on any stock list – like the “Recent Bulls” Hot List.Note Buy signals, price trend alerts, power gauge alerts, etc. – only on Chaikin Analytics. “done for you” system.
Will: read quote.
Will to read.
Investors spend most of their time focused on finding the next big winner. No one asks “what’s the next big loser?”Managing risk and avoiding losses are just as important as finding the next big winner.One big loser can really play havoc with your portfolio returns. but wouldn’t it be nice to identify the landmines in your portfolio and have the conviction to get rid of them before they blow up? I’m going to show you how to do that.
I don’t own any bearish stocks, but when you create your watch list, be mindful of not sticking with losers – easy to identify with the CA method. have the conviction to not consider them, or get rid of them if you already own them!it’s crazy to hold on to losers – sell and replace with winners…like Boeing, Yahoo or Celgene.Don’t wait for a stock to come back.
Examples of classic bears – easy to identify with Chaikin charts.Get rid of them before they get to this point. Note sell signals on the way down and one that triggered year end.Sea of red.CA costs just under $2K for an annual subscription … if all you did were to get rid of one loser like this before it tanked further, you would have paid for the service.Once you invest with the chaikin method, you won’t own stocks like these.
Indicators very predictive – sea of red = price drops, especially once power gauge turns red.Strong industry group – retail, but weak stock.Sell signals along the way – not always perfectly timed, but would get you out of the stock.
Step 5 is the real secret sauce , which tells you when to buy and sell. Available ONLY in Chaikin Analytics. 6 pairs – explained in guide on our website, chaikinpowertools.com.Much easier to know when to buy a stock, than to know when to get out. Chaikinmethod helps tell you when.
Detail in guide on cpt.com
Stock I owned back in 2012, sold and recently bought backin late October at 48. went to 52 by year end, up 9% vs S&P + 5%.Triggered a Momentum Breakout signal year end, which gives me confidence to buy more shares, if I’m looking to add to my portfolio. Stock is overbought at time of signal – wait for dip to buy.All the indicators support the buy – sea of green.
On my watch list. Buy signal triggered at year end. Gives me great entry point to own the stock.Added to my watch list when recommended by Marc as stock of week in MI.All other indicators support the buy. Swap underperformer (Ford, Conocco, Met Life) for Manhattan.
Bought Ford 8/1 at 17.14, and again 10/23 at 17.44 before they reported earnings, when all the indicators were green. By year end, all indicators deteriorated, down 10 and 11%.When Marc helped me do this year-end analysis, and it’s the first time I showed him my stock list, he said I should have sold Ford when the stock was overbought at 16.92 Nov 20. Sell signal triggered 12/3 at 16.56. So I had 2 good chances to exit … before it went to 15.41 at year end. Tried to justify holding it due to positive articles – should’ve sold and put $ in a bullish stock and made 10% instead of loosing 10%. Lesson learned.Another of my resources is YahooFinance, in addition to CNBC Real Time and Seeking Alpha. keep a short stock list – info overload w/too many alerts.
So, how did the 5-steps come into play in my portfolio?My list. Hold around 8-12 stocks at any given time. Otherwise, unmanageable – too much info.Found most of these stocks by scrolling through top industry groups or reading MI, Stock of the Week.Invest an equal dollar amount in each stock I buy – good money management discipline. Double up when see good opportunity – Celgene, Yahoo.I create a list of stocks I own (My Stocks) and stocks I’m watching (My Watch List) as buy candidates. Spend about 10 minutes a day scrolling thru these lists.
Recap of stocks I owned at end of 2013, and when I bought them, compared to S&P. Total results: my performance doubled the S&P: +18% versus 9%. Marc calculated the %’s so I know they’re right.9 stock positions out of 14 outperformed4 underperformed, and one matched (COP)Underperformed: Ford (double position), Met Life, Murphy Oil .ConoccoPhillips evenTook profits/losses along the way: Profits: AmEx, SYMC, Ebay, Archer Daniels, Comcast, DirectTV, VVTV, Lions Gate, iGate.Losers: Oracle, Valero, Cirrus, RRSTBroke even: Marvel, Liberty Interactive, Allstate, KrogerReplaced w/stocks in current portfolioWinners significantly outperformed losers
Biggest winners: Yahoo +103% vs 23%, +51% vs 13%Boeing: 37% vs. 10%Celgene: 19% vs 9%, +6% vs. 5%Skechers: 12% vs 9%Comcast: 9% vs 5%TimeWarner: 15% vs 5%Wouldn’t you like to own these stocks? You can do this. Remember up until early 2012, I only invested in mutual funds, and paid an advisor to manage my account … so I knew nothing about investing in stocks. So, if I can double the S&P using CA, so can you!
Great resource isMarc’s weekly Market Insights, which comes free with a subscription to CA. Bought Yahoo, iGate, Hess and Endurance Specialty to name a few. It’s a great source of reliable stock ideas, and again, does the research for me – curated list of stock ideas from Marc.
Brings me to how I just made 20% or $2,000 with iGate….in just 4 days!Another secret: volatility around earnings. when report better than expected earnings, apt to spike up, then drop. Sell on spike and buy back. Take profit, which is exactly what I did.Bullish-rated iGate (IGTE) was featured in Marc’s weekly Market Insights commentary on October 5. I followed Marc’s tip to buy IGTE ahead of Thursday morning’s earnings report at $26.60. The stock went through the roof on Thursday and Friday. I sold my shares at $32.00 and made almost $2,000, a gain of 20% in 4 days!Not a one-off example – happens all the time. Not me being smart – but me following methodology w/conviction and confidence. Let the system guide me.I hope you can see how easy it is to make these kind of decisions.
Bought twice in 2013. In May at 142 and again in Oct. at 159. Closed the year at 169. Been a great ride.strong group, very bullish expert opinions. Indicators all green. No more guess work.
Bought in January at $20 (was MI Featured Stock of Week), added to position in May at $26. ended year over 40. My best investment: +103% and 51% over S&PStayed with it – Alibaba (24%) – strong sales, going public; Marissa Meyers. Classic bull.
Industry groups like Oil Integrated, Apparel and and Aerospace.Earnings surprises like iGate and Boeing! – take as a gift and sell.You can do this too, with Chaikin Analytics! Invested mutual funds up to spring 2012.Not here to sell you a $2000 system – want to be more confident investor, making decisions on your own and making more money. I now feel totally confident making my own investment decisions. Priceless. Feel in control after having others manage my money for decades. Not me being smart – use reliable, proven method.
Will to read
Will
We want you to be successful – pay only $1,650, and get $1,000 in added value.C/S team calls to set you up, etc. one-on-one phone calls until you feel comfortable. Overcome fear of not being able to do it on your own.Don’t know of any other service that has such hands-on, personalized customer service.
Total Value of this package is Priceless! All these money makers work together to give you the tools you need to be a confident investor who can beat the S&) … or even double it, as I have.As you’ve seen, I more than made up the cost of my annual subscription with trades in stocks such as Boeing, Celgene, Yahoo, iGate and Comcast, to name a few. If all this method did for you is get one win like iGate, you would pay for the annual service. I’ve had many more than that, so the return on my investment is there!
Remember, if I can beat the S&P after investing in mutual funds my entire career, so can YOU!And, you’ll save hours of your time, energy and money by using this simple Chaikin 5-Step method. 2 minutes to research a stock versus 2-plus hours.
We are confident you’ll love the Analytics, but If it’s not everything you thought it would be, we’ll give you 100% of your money back – that’s my personal guarantee. In fact, we get so few cancellations – less than 1% don’t renew their subscription.
So I hope you’ll sign up today.Thank you – you’ve been a great audience. I hope you had fun and now feel empowered to take control of your investments.Turn over to Will for questions.