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1. 5 Steps to Smarter Investing
Invest and Trade with
Confidence
in 5 Simple Steps
Marc and Sandy Chaikin
July 2, 2014

2. 5 Steps to Smarter Investing
Meet Marc and Sandy Chaikin
•Market Technician
•Quantitative Analyst
•Entrepreneur
•Novice to Knowledgeable
in <2 years
•Confident Investor
•Consistently beats SP 500
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and

3. 5 Steps to Smarter Investing
You’re aďout to disĐoǀ er ….
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and

4. 5 Steps to Smarter Investing
So You Can Invest Smarter
… aŶd ŵake
more money!

5. 5 Steps to Smarter Investing
So you can spend less time on research
… aŶd ŵore tiŵe doiŶg ǁhat you want

6. 5 Steps to Smarter Investing
The Opportunity is Now

7. 5 Steps to Smarter Investing
Why Chaikin?

8. 5 Steps to Smarter Investing
Street Cred…
Widely used in most technical analysis packages
worldwide:
• The Chaikin Oscillator
• The Chaikin Money Flow Indicator
• The Chaikin Persistency of Money Flow ― the
ďasis of IŶǀ estor’s BusiŶess Daily’s
Accumulation/Distribution Rating

9. 5 Steps to Smarter Investing
Quoted ďy aŶd seeŶ oŶ…

10. 5 Steps to Smarter Investing
At the ďegiŶŶiŶg…
• 401K Plans
• Mutual Funds

11. 5 Steps to Smarter Investing
Then, a professional manager

12. 5 Steps to Smarter Investing
Then came 2008
• Advised to hold, not sell
• Portfolio down 40%
• I paid a fee for this???

13. 5 Steps to Smarter Investing
My proďleŵ … ǁho to trust?

14. 5 Steps to Smarter Investing
The Challenge: too much information

15. 5 Steps to Smarter Investing
The Solution: Chaikin Analytics

16. 5 Steps to Smarter Investing
5 Steps to Success
1. Use a proven methodology you can trust
2. Play good offense to avoid landmines
3. Use industry groups to find more winners
4. Play good defense to avoid landmines
5. Know when to buy and sell

17. 5 Steps to Smarter Investing
A disciplined approach

18. 5 Steps to Smarter Investing
Testimonial
AŶ Expert’s EŶdorseŵeŶt
͞… self-directed investors need a very structured
and easy-to-use system that will keep them out
of trouble. That’s the way Chaikin Analytics was
desigŶed.͟
– Tom Lloyd, author and lecturer

19. 5 Steps to Smarter Investing
Testimonial
͞“iŶĐe ǁa tĐhiŶg “aŶdy’s ǁeďiŶaƌ, I feel Ƌuite
relieved knowing that I was making the selection
pƌoĐess faƌŵoƌe ĐoŵpliĐated thaŶ I Ŷeeded to.͟
– BS, Chaikin Analytics Subscriber

20. 5 Steps to Smarter Investing
Step 1: Use a Proven Methodology
The Chaikin Power Gauge
Simple but not Simplistic

21. 5 Steps to Smarter Investing
• Financial Metrics
• Earnings Performance
• Price/Volume Activity
• Expert Opinions
4 Components:

22. 5 Steps to Smarter Investing
The Chaikin Power Gauge
Clear, tested suŵŵary of a stoĐk’s poteŶtial
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

23. 5 Steps to Smarter Investing
Financial Metrics: Price to Sales Ratio

24. 5 Steps to Smarter Investing
Expert Opinions: The Secret Sauce

25. 5 Steps to Smarter Investing
NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge

26. 5 Steps to Smarter Investing
Testimonial
Not Enough Time
͞I am an individual investor and trader. There is
not enough time in my day to do the work
Chaikin Analytics puts before me in minutes.
I am 'wowed'. And yes, you can quote me oŶ.͟
– Cheryl, California, Chaikin Analytics Subscriber 7/2/14

27. 5 Steps to Smarter Investing
Step 2: Play Good Offense

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What to Buy: Classic Bulls
• Strong Industry Group
• Power Gauge Rating Bullish
• Price Trend Up
• Relative Performance Strong
• Chaikin Money Flow Strong

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30. 5 Steps to Smarter Investing

31. 5 Steps to Smarter Investing
Southwest – 07/01/14

32. 5 Steps to Smarter Investing
Kinder Morgan 07/02/14

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Chaikin Hot Lists

34. 5 Steps to Smarter Investing
Chaikin Hot List: Upcoming Earnings Ideas 05/26/14

35. 5 Steps to Smarter Investing
Chaikin Hot List: Earnings/Amerco Inc 07/01/14

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Step 3: Use Industry Groups – 06/03/14

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Industry Group: Oil-Integrated 06/03/14

38. 5 Steps to Smarter Investing
Oil Integrated – ConocoPhillips 06/03/14: $79.82

39. 5 Steps to Smarter Investing
Testimonial
“Chaikin is in good company: one way to locate
a good stock is to locate the right industry.
ChaikiŶ’s approach recommends both specific
stocks and industries to swap for weaker
performers.͟
– Mike Hogan

40. 5 Steps to Smarter Investing
Step 4: Play Good Defense

41. 5 Steps to Smarter Investing
What to Avoid: Classic Bears
• Power Gauge Rating Bearish
• Price Trend Down
• Relative Performance Weak
• Chaikin Money Flow Weak
• Price Overbought

42. 5 Steps to Smarter Investing

43. 5 Steps to Smarter Investing
Lululemon (LULU) – Shear Madness

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45. 5 Steps to Smarter Investing
Splunk (SPLK) – Kerplunk!

46. 5 Steps to Smarter Investing
Testimonial
190% Profit in Two Days
͟I put oŶ a WFM put tƌade ǁhiĐh ǁ as youƌalteƌŶatiǀe ďeaƌtƌade of
the week in Market Insights. Today I locked up a 190% profit in two
days. Consider ŵe a loyal useƌ!͟
TS 5/7/14

47. 5 Steps to Smarter Investing
Step 5: Know When to Buy & Sell
With Chaikin Buy/Sell Signals
Buy Signals Sell Signals
 Oversold Buy
 Breakout Buy
 Reversal Buy
 Money Flow Buy
 Relative Strength Buy
 Rel. Strength Breakout Buy
 Overbought Sell
 Breakdown Sell
 Reversal Sell
 Money Flow Sell
 Relative Strength Sell
 Rel. Strength Breakdown Sell

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50. 5 Steps to Smarter Investing
SaŶdy’s WatĐhList Ϭ7/Ϭϭ/ϭ4