invest smarter in 5 simple steps: from novice to knowledgeable

5 Steps to Smarter Investing

From Novice to Knowledgeable:Invest Smarter

in 5 Simple Steps

Sandy ChaikinSeptember 23, 2014


I’m going to show you how …

•Novice to Knowledgeable in <2 years

•Consistently beat S&P 500


And ….

How I became a more confident

investor


4

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

You’re about to discover ….


So you can Invest Smarter


And Find Winning Stocks …


And Avoid Losing Stocks…


So You Can …

Make

More Money!


And can afford to spend more time doing what you want


The Time is Now to Improve Results


Why Chaikin?


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 Investor’s Business Daily’s Accumulation/Distribution Rating


Quoted by and seen on…

http://video.cnbc.com/gallery/?play=1&video=3000135291

http://video.cnbc.com/gallery/?play=1&video=3000135291

http://www.forbes.com/sites/victoriabarret/2012/05/23/what-facebooks-flop-means-for-technology-ipos-later-this-year/

http://www.forbes.com/sites/victoriabarret/2012/05/23/what-facebooks-flop-means-for-technology-ipos-later-this-year/

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=zBcOksyi2ufVwM&tbnid=UWexXOGeK0or7M:&ved=0CAUQjRw&url=http://s1026.photobucket.com/user/zaid43/media/zahipedia-Bloomberg-Logo-2updated.jpg.html&ei=Ek87UsjUHYe34APBm4DADg&bvm=bv.52288139,d.dmg&psig=AFQjCNEwOBoU6EiJOaVBz9Vx7otpLP6hig&ust=1379704965690525

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=zBcOksyi2ufVwM&tbnid=UWexXOGeK0or7M:&ved=0CAUQjRw&url=http://s1026.photobucket.com/user/zaid43/media/zahipedia-Bloomberg-Logo-2updated.jpg.html&ei=Ek87UsjUHYe34APBm4DADg&bvm=bv.52288139,d.dmg&psig=AFQjCNEwOBoU6EiJOaVBz9Vx7otpLP6hig&ust=1379704965690525


At the beginning…

• 401K Plans

• Mutual Funds


Then, a professional manager


Then came 2008

• Advised to hold, not sell

• Portfolio down 40%

• I paid a fee for this???


My problem … who to trust?


The Challenge: too much information


The Solution: Chaikin Analytics


A disciplined approach


5 Steps to Success

1. Use a proven methodology you can trust

2. Play good offense to find winners

3. Use industry groups to find more winners

4. Play good defense to avoid landmines

5. Know when to buy and sell


Testimonial

An Expert’s Endorsement

“… self-directed investors need a very structured and easy-to-use system that will keep them out of trouble. That’s the way Chaikin Analytics was

designed.”

‒ Tom Lloyd, author and lecturer


Testimonial

“Since watching Sandy’s webinar, I feel quite relieved knowing that I was making the selection process far more complicated than I needed to.”

‒ BS, Chaikin Analytics Subscriber


Step 1: Use a Proven Methodology

The Chaikin Power Gauge

Simple but not Simplistic


• Financial Metrics

• Earnings Performance

• Price/Volume Activity

• Expert Opinions

4 Components:


The Chaikin Power GaugeClear, tested summary of a stock’s potential

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


Financial Metrics: Price to Sales Ratio


Expert Opinions: The Secret Sauce


NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge


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


Step 2: Play Good Offense


What to Buy: Classic Bulls

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


Southwest – Luv It!


Kinder Morgan 09/23/14


Skyworks 09/23/14


Testimonial

“I am thrilled that I got the heads up to go long SWKS before earnings the first week I subscribed

to the service. That trade paid for my entire yearly subscription. Thanks and I want to

compliment you on your user friendly App.”

‒ PH, July 21, 2014 Chaikin Analytics Subscriber


Step 3: Use Industry Groups – 09/23/14


Transportation-Air – Alerts 09/23/14


Oversold Buy Signal: Ryanair Holdings


Relative Strength Breakout Buy Signal: Air T


Testimonial

“Chaikin is in good company: one way to locate a good stock is to locate the right industry.

Chaikin’s approach recommends both specific stocks and industries to swap for weaker

performers.”

– Mike Hogan

http://www.chaikinpowertools.com/downloads/barrons-3-16-13.pdf

http://www.chaikinpowertools.com/downloads/barrons-3-16-13.pdf


Step 4: Play Good Defense


What to Avoid: Classic Bears

• Power Gauge Rating Bearish• Price Trend Down • Relative Performance Weak• Chaikin Money Flow Weak• Price Overbought


Yahoo!


Whole Foods Market


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


Step 5: Know When to Buy & Sell

Buy Signals Sell Signals

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

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

With Chaikin Buy/Sell Signals


Alcoa – Oversold Buy: 08/08/14


Alcoa – Sold 9/12 at $17


My Stocks to Watch – 09.23.14


My Stocks to Watch – Health Net 09.23.14


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


Real World Price $1,950Webinar Fast Action Special

Expires Midnight Friday, 9/26

Only $1,550www.chaikinanalytics.com/signup

Offer Code: FAST

Or contact Dan Frantz: 1.877.MYPORTFOLIO

[email protected]

http://www.chaikinanalytics.com/signup


Testimonial – Market Insights

Amazing results!

“LULU, AA, SWKS, NOW, DWRE. I just closed out DWREfor 14% profit this morning. I have only been a member for a couple of months and have already paid for your annual membership fees several times over on just these five stocks. Thank you for your solid advice.”

RM, Chaikin Analytics Subscriber 8/5/2014


Testimonial

“On the strength of Chaikin Analytics, I’ve 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, Chaikin Analytics Subscriber


Here’s What You Get with Chaikin Analytics:

• One-on-One Tutorials help you get set up and use all the features

• Weekly subscriber-only open forums

• Chaikin Chart with Power Gauge rating and Chaikin Technical Indicators

• Six Pairs of Buy and Sell Signals

• List manager including Industry Groups, ETFs, User Lists and Chaikin Hot Lists

• Research reports on 5,000 stocks – updated nightly

• Portfolio Health Check on any list

• Chaikin Market Insights Weekly Newsletter with Stock of the Week


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

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=DrXYP8ScP4AslM&tbnid=_6S1DSYVBmtr1M:&ved=0CAUQjRw&url=http://www.landcorpinternational.com/&ei=CEc7Uo3KMs-t4AP4mYGwBA&psig=AFQjCNF0a8Lgmupx4F0nv1H4zB6sGlAlvA&ust=1379702915975858

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=DrXYP8ScP4AslM&tbnid=_6S1DSYVBmtr1M:&ved=0CAUQjRw&url=http://www.landcorpinternational.com/&ei=CEc7Uo3KMs-t4AP4mYGwBA&psig=AFQjCNF0a8Lgmupx4F0nv1H4zB6sGlAlvA&ust=1379702915975858


From Here to Turkey – August Vacation 2014


If you don’t have Chaikin Analytics

www.chaikinanalytics.com/signup Offer Code: FAST

Expires Midnight Friday, 9/26Or contact: Dan Frantz, 1.877.MYPORTFOLIO

[email protected]

Sign Up Today!

invest smarter in 5 simple steps: from novice to knowledgeable

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