5 Steps to Smarter Investing

Invest and Trade with

Confidence
in 5 Simple Steps
Marc and Sandy Chaikin
July 2, 2014

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 Confidential.

5 Steps to Smarter Investing

Youre about to discover .

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2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

5 Steps to Smarter Investing

So You Can Invest Smarter

and make
more money!

5 Steps to Smarter Investing

So you can spend less time on research

and more time doing what you want

5 Steps to Smarter Investing

The Opportunity is Now

5 Steps to Smarter Investing

Why Chaikin?

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
basis of Investors Business Dailys
Accumulation/Distribution Rating

5 Steps to Smarter Investing

Quoted by and seen on

5 Steps to Smarter Investing

At the beginning

401K Plans

Mutual Funds

5 Steps to Smarter Investing

Then, a professional manager

5 Steps to Smarter Investing

Then came 2008

Advised to hold, not sell
Portfolio down 40%
I paid a fee for this???

5 Steps to Smarter Investing

My problem who to trust?

5 Steps to Smarter Investing

The Challenge: too much information

5 Steps to Smarter Investing

The Solution: Chaikin Analytics

5 Steps to Smarter Investing

5 Steps to Success
1.
2.
3.
4.
5.

Use a proven methodology you can trust

Play good offense to avoid landmines
Use industry groups to find more winners
Play good defense to avoid landmines
Know when to buy and sell

5 Steps to Smarter Investing

A disciplined approach

5 Steps to Smarter Investing

Testimonial
An Experts Endorsement
self-directed investors need a very structured
and easy-to-use system that will keep them out
of trouble. Thats the way Chaikin Analytics was
designed.
Tom Lloyd, author and lecturer

5 Steps to Smarter Investing

Testimonial
Since watching Sandys webinar, I feel quite
relieved knowing that I was making the selection
process far more complicated than I needed to.
BS, Chaikin Analytics Subscriber

5 Steps to Smarter Investing

Step 1: Use a Proven Methodology

The Chaikin Power Gauge
Simple but not Simplistic

5 Steps to Smarter Investing

4 Components:

Financial Metrics

Earnings Performance

Price/Volume Activity

Expert Opinions

5 Steps to Smarter Investing

The Chaikin Power Gauge

Clear, tested summary of a stocks 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

5 Steps to Smarter Investing

Financial Metrics: Price to Sales Ratio

5 Steps to Smarter Investing

Expert Opinions: The Secret Sauce

5 Steps to Smarter Investing

NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge

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 on.
Cheryl, California, Chaikin Analytics Subscriber 7/2/14

5 Steps to Smarter Investing

Step 2: Play Good Offense

5 Steps to Smarter Investing

What to Buy: Classic Bulls

Strong Industry Group

Power Gauge Rating Bullish
Price Trend Up
Relative Performance Strong
Chaikin Money Flow Strong

5 Steps to Smarter Investing

5 Steps to Smarter Investing

5 Steps to Smarter Investing

Southwest 07/01/14

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Kinder Morgan 07/02/14

5 Steps to Smarter Investing

Chaikin Hot Lists

5 Steps to Smarter Investing

Chaikin Hot List: Upcoming Earnings Ideas 05/26/14

5 Steps to Smarter Investing

Chaikin Hot List: Earnings/Amerco Inc 07/01/14

5 Steps to Smarter Investing

Step 3: Use Industry Groups 06/03/14

5 Steps to Smarter Investing

Industry Group: Oil-Integrated 06/03/14

5 Steps to Smarter Investing

Oil Integrated ConocoPhillips 06/03/14: $79.82

5 Steps to Smarter Investing

Testimonial
Chaikin is in good company: one way to locate
a good stock is to locate the right industry.
Chaikins approach recommends both specific
stocks and industries to swap for weaker
performers.
Mike Hogan

5 Steps to Smarter Investing

Step 4: Play Good Defense

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

5 Steps to Smarter Investing

5 Steps to Smarter Investing

Lululemon (LULU) Shear Madness

5 Steps to Smarter Investing

Splunk (SPLK) Kerplunk!

5 Steps to Smarter Investing

5 Steps to Smarter Investing

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

5 Steps to Smarter Investing

Step 5: Know When to Buy & Sell

With Chaikin Buy/Sell Signals
Buy Signals

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

Sell Signals

Overbought Sell
Breakdown Sell
Reversal Sell
Money Flow Sell
Relative Strength Sell
Rel. Strength Breakdown Sell

5 Steps to Smarter Investing

5 Steps to Smarter Investing

5 Steps to Smarter Investing

Sandys Watch List 07/01/14

5 Steps to Smarter Investing

Amerco: Money Flow Buy 07/01/14

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Sandys SOLD List 07/02/14

5 Steps to Smarter Investing

Sandys SOLD List 07/02/14 Celgene Buy

5 Steps to Smarter Investing

To Recap the 5 Steps

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

5 Steps to Smarter Investing

5 Steps to Smarter Investing

Cash for Car?

Marc, I made enough money on Rite Aid and Green
Mountain Coffee with Chaikin Analytics to buy a new
car! Bill L

5 Steps to Smarter Investing

Testimonial
On the strength of Chaikin
Analytics, Ive made enough
money to pay all my living
expenses for the past 18 months
and consider managing my money
now "my job", because in using
Chaikin Tools, I can earn much
more than I could in the
workplace: pretty important for a
woman living on her own. My
girlfriends are a bit in awe.
PH, 5/8/14

5 Steps to Smarter Investing

Plus These Money Makers!

Chaikin Analytics
Free Tutorials to Set Up the Service
Free Webinars
Chaikin Market Insights
Portfolio Health Check
Buy and Sell Signals
Profit in Earnings Season
Research Reports on 5,000 Stocks
Total Added Value: Priceless!

5 Steps to Smarter Investing

5 Steps to Smarter Investing

5 Steps to Smarter Investing

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

5 Steps to Smarter Investing

From Here to Istanbul August Vacation 2014