Combining Fundamental and Technical Analysis to Increase Trading Profits

Combining Fundamentals with Technical Analysis to Increase your Trading Profits

Marc Chaikin, CEO Chaikin Analytics July 10, 2014 © 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 “Smart Money”

• 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

3 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

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 - Reliable Simple but Powerful

Chaikin Power Gauge Rating Clear summary of a stock’s potential - 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

Technicals • • • • •

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

Experts • • • • •

© 2014 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

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

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

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      

Oversold Buy Momentum Breakout Reversal Buy Money Flow Buy Relative Strength Buy Rel. Strength Breakout Buy

Sell Signals      

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 conviction…better than EMOTION. © 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 conviction…better than EMOTION. © 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 – Don’t Wait for Wall Street

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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

Here’s What You Get with 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.” AD, Chaikin Analytics Subscriber