pick bullish stocks and avoid the bearish with chaikin analytics

The Chaikin ApproachTo Finding Winners and Avoiding Landmines

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

Eric ChaikinDirector of User Experience / Product

Strategy

June 18, 2014

Welcome

Chaikin Analytics for Desktop© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.

What We’ll Cover

1. Welcome new clients

2. Review the Chaikin approach

3. FAQs

4. What we’re working on5. Q&A

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

Chaikin Power GaugeClear summary of a stock's potential – with a record of success

• Financials• Earnings• Technical

s• Experts


5© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

Period: Jun 2013-Jun 2014 - annualized performance including dividends, monthly rebalancing.Results look at ‘raw’ Power Gauge rating without technical overlay.

SP500 is index is cap-weighted.

Very Bullish & Bullish stocks outperforming the

S&P. Very Bearish & Bearish stocks

underperforming.

Note: performance of Bearish stocks this year is higher than usual; expect retracement

Performance ResultsTrailing 12 mos vs. S&P 500

Universe Annualized Return

SP500 Index +18.3%Power Gauge Very Bullish +26.52%

Chaikin Approach: Classic Bulls

1. Very Bullish/Bullish Power Gauge

2. Above rising long-term trend

3. Strong Money Flow persistency

4. Strong Relative Strength

5: Timing: Signals, OB/OS, Support levels

Confirm w/ Strong IndustryGroup © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and

Confidential.

Bullish Examples

Let’s go to theDesktop…

Strong Industries: Oil: HES etcBanks: BMA, BMO, TD

Alcoa, AAPL, Allergan (takeover bid)

Ryder, PL, Trinity© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.

Chaikin Approach: Classic Bears

1. Very Bearish/Bearish Power Gauge

2. Below falling long-term trend

3. Weak Money Flow persistency

4. Weak Relative Strength

5: Timing: Signals, OB/OS, Resistance levels

Confirm w/ Weak IndustryGroup


Bearish Examples

SPLK COH ATHN LULU LNKD HD WF


Some are pure shorts, some avoiding landmines- We won’t always find exact tops- But we will often keep you from greater harm- Playing defense just as important to total return

Let’s go to the Desktop…

“Personality Changes” - When to Exit

Examples in the Desktop…

CMCSA

KMP


FAQs

-


Factor questions---

Analyst RatingsTechnical factors vs Technical Rating Industry Strength

- Overlay questions-

-Neutral+/- meaningWhy Bullish below Trend?

- Chaikin Money Flow-

-

-

Is negative money flow a ‘dealbreaker’? Not alwaysPersistency: Strong persistency can confirm a buy Very weak = deal-breaker Short-Term

-

-Some regions of red expected on as pullbacks; not a deal breaker Strong non-confirmation of a rally: warning sign

FAQs

-


Putting on Options positions---

Chaikin helps w selecting the underlies and timing Stay in-the-money and leave 3-6 monthscareful of very ST positions

- Model Portfolio-----

It’s a published rule-based portfolio; not a managed portfolio Russell 1000 w/ a low Price-to-Book & Very Bullish overlay Neutrals remain; Bearish replaced weekly (only 1 so far) Similar to how we build our NASDAQ/Chaikin Indices Doubled the S&P so far in 2014

What We’re Up To

-


Better clarity- In-app help, better explanation of Ratings, Charts,

Indicators, Signals, etc

- Easier access to Great Ideas-

-

-

Filtering the low-quality names Clarifying the “Best of the Best”Make them easier to find; less hunting and peckingPushing them to the top in an easy-to-scan view

-

- ETF Ratings

Like Chaikin?Help Us Spread the Word Earn 20% for

referrals!chaikinanalytics.com/affiliates


http://chaikinanalytics.com/affiliates



pick bullish stocks and avoid the bearish with chaikin analytics

Business