Integrating Fundamentals &

Technicals
1
Chaikin Analytics

Beyond Value Investing:
Generating Profitable
Investment Ideas

Tom Lloyd and Marc Chaikin

2/12/2014

2/12/2014
Integrating Fundamentals &
Technicals
2
Introduction
Using successful stock signals in
the Chaikin Analytics Suite
By Tom Lloyd Sr. author of
Successful Stock Signals for
Traders and Portfolio Managers
Using fundamentals and technicals
to outperform the Index
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Technicals
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Topics of Discussion
Nailing the fundamentals
Nailing the technicals
Without becoming a fundamental
analyst
Without becoming a technical
analyst
Chaikin Analytics does that for you


Chaikin Power Gauge - Reliable
Simple but Powerful
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Chaikin Power Grid
Best stocks in best industries
For your portfolio list of stocks
Can do this for any list of stocks
The S&P 500 list of stocks
Shows the best of 500
Based on fundamentals and
technicals
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Topic Two
Details about this topic
Supporting information and
examples
How it relates to your audience
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Drilling Down on a Stock
Harris, HRS, appears on the grid
Appears on the S&P 500 alerts
Alert is an Oversold Buy
Notice buy and sell alerts
For all the stocks on your portfolio
list
For all the stocks in the S&P 500
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Real Life
Give an example or real life
anecdote
Sympathize with the audiences
situation if appropriate
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Drill down on Harris
4 basics of Power Gauge Rating
(PGR)
Financial Metrics (fundamentals)
Earnings Performance
(fundamentals)
Price/Volume (technicals)
Expert Opinions, (fundamental and
technical)
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Next Steps
Summarize any actions required of
your audience
Summarize any follow up action
items required of you
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Drilling down the PGR
5 factors for each of 4 components
5 Bullish to Bearish ratings for
each factor, total of 20 powerful
indicators
Completely transparent
Some of the 5 ratings may be
negative
But the overall rating may still be
positive-elegant!

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Power Gauge Gives You 20/20
Fundamental eyesight is 20/20
Technical eyesight is 20/20
Color coded
You now have the fundamental
and technical eyes of the analyst
20 factor ratings give you an expert
and nuanced view of stocks and
your portfolio.
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You can beat the index!
Power Gauge ratings keep you in
stocks that beat the index
Chaikin Power Grid keeps you in
best stocks in best industries
Chaikin Health Check gives you a
report card on your portfolio.
Compare your report card with the
S&P 500 report card to beat Index
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Using ETFs to Beat 500
Use Chaikin Relative Strength
Buy/Sell Signals for ETFs
Use all 6 pairs of signals for
individual stocks in each ETF
Buy best stocks in best ETFs

Play Offense Well: What to buy, When to buy
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Good Defense Limits Losses
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Summary for Success
Power Gauge 20 factors color
coded, fundamental/technical
Buy/Sell alerts, earnings surprises,
analysts upgrades and technical
signal triangles on the chart
ETF signals and stocks within ETF
Chaikin Power Grid = best stocks
in best industries
Buy best stocks in best ETFs
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Conclusions
These successful signals do the heavy
lifting for fundamental and technical
analysis giving you clear answers
You have 20/20 vision for fundamentals
and technicals using both eyes
You can optimize using best stocks best
industries, best stocks, best ETFs
Successful signals make you successful
YOU CAN BEAT THE INDEX!
Chaikin Analytics For Desktop and
iPad Includes:
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
Subscribe Now to Chaikin Analytics
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