find stock ideas, manage stock portfolios and tame big data with chaikin

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© 2013 Chaikin Stock Research. All Rights Reserved. Proprietary and

• A suite of Investment Research products that analyze more than 5000 US equities and ETF’s based on a powerful quantitative model

• A suite of technical analytics that are complementary tothe Power Gauge

• Portfolio and list based functionality that allows for easy sifting through industry groups and portfolios, and instantly highlights those stocks you care about

• Practice Management capabilities for advisors to enhance prospecting, client communication, and compliance.

What It Is


Helps you increase performance

• Improves investment performance by helping to find winning stocks, and importantly, helping avoid losers

• Saves you time

••

Helps surface new ideas

Makes it easy to stay on top of multiple lists andportfolios• Helps you communicate better with those you deal with on a regular basis

Value Prop


Chaikin Power Gauge RatingClear summary of a stock’s potential 1-6 months out

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


Chaikin Power Gauge

Jan 1999 - Dec 2010 Jan 2011 - Mar 2014

Model Performance vs. Russell 3000

Annualized return of Russell 3000 stocks by rating group, rebalanced monthly, vs Russell 3000 ETF.

*Benchmark is cap-weighted. Results are equal-weighted. Both include dividends.

Results thru Q1 2014

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

**

Meet the New NASDAQ Chaikin Power Indexes:Available to fund managers, advisors and investors for licensing and implementation throughseparately managed accounts and ETFs, the new indexes:

Provide client portfolios with enhanced index performance while maintaining liquidity and transparency.

Filter the NASDAQ US 300 Index, NASDAQ US 1500 Index and NASDAQ US Broad DividendAchievers Index to their most promising constituents.

Are rules-based, quantitatively enabled investment strategies designed to outperform their respective benchmarks, and are based on the Chaikin

Investing with Chaikin Analytics

Index Symbol Index Name

NQULCHK NASDAQ Chaikin Power US Large Cap Index

NQUSCHK NASDAQ Chaikin Power US Small Cap Index

NQDACHK NASDAQ Chaikin Power US Dividend Achievers Index

Chaikin Power Grid – Focused Portfolio Analytics

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• Overlay for your methodology

• Input to ideas (“WhatWall St. Thinks”)

• Foridea Generation

• Being Knowledgeable onanystock

Investing with Chaikin Analytics


• Commuting

• Travel

• Holidays

• Weekends

Chaikin Analytics and Mobility
