How to Start Investing and Trading in 5 Simple Steps

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5 Steps to Smarter Investing
Invest and Trade with Confidence
in 5 Simple Steps
Marc and Sandy Chaikin July 2, 2014
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Meet Marc and Sandy Chaikin
5 Steps to Smarter Investing
Market Technician Quantitative Analyst
Entrepreneur
Novice to Knowledgeable in lt2 years Confident
Investor Consistently beats SP 500
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2013 Chaikin Analytics All Rights Reserved.
Proprietary and Confidential.
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5 Steps to Smarter Investing Youre adout to disÐo
er .
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2013 Chaikin Analytics All Rights Reserved.
Proprietary and Confidential.
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5 Steps to Smarter Investing
So You Can Invest Smarter
aYd wake more money!
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5 Steps to Smarter Investing
So you can spend less time on research aYd wore
tiwe doiYg ?hat you want
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5 Steps to Smarter Investing
The Opportunity is Now
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5 Steps to Smarter Investing
Why Chaikin?
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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 dasis
  of IYestors BusiYess Dailys Accumulation/Distri
  bution Rating

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5 Steps to Smarter Investing
Quoted dy aYd seeY oY
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5 Steps to Smarter Investing
At the degiYYiYg

• 401K Plans

• Mutual Funds

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5 Steps to Smarter Investing
Then, a professional manager
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5 Steps to Smarter Investing
Then came 2008

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

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5 Steps to Smarter Investing
My prodlew ?ho to trust?
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5 Steps to Smarter Investing
The Challenge too much information
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5 Steps to Smarter Investing
The Solution Chaikin Analytics
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5 Steps to Success

1. Use a proven methodology you can trust
2. Play good offense to avoid landmines
3. Use industry groups to find more winners
4. Play good defense to avoid landmines
5. Know when to buy and sell

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5 Steps to Smarter Investing
A disciplined approach
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5 Steps to Smarter Investing
Testimonial
AY Experts EYdorseweYt ? 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 desigYed.? Tom
Lloyd, author and lecturer
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5 Steps to Smarter Investing
Testimonial
?iYÐe ?atÐhiYg aYdys ?ediYa?, I feel ?uite
relieved knowing that I was making the selection
p?oÐess fa? wo?e ÐowpliÐated thaY I Yeeded to.?
BS, Chaikin Analytics Subscriber
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5 Steps to Smarter Investing
Step 1 Use a Proven Methodology
The Chaikin Power Gauge Simple but not Simplistic
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5 Steps to Smarter Investing
4 Components

• Financial Metrics
• Earnings Performance
• Price/Volume Activity
• Expert Opinions

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5 Steps to Smarter Investing
The Chaikin Power Gauge
Clear, tested suwwary of a stoÐks poteYtial

• Price/Volume Activity
• Price Trend
• Price Trend Rate of Change
• Chaikin Money Flow
• Relative Strength vs. Market
• Volume Trend

Financial Metrics

• LT Debt to Equity Ratio
• Price to Book Value
• Return on Equity
• Price to Sales Ratio
• Business Value

• Expert Opinions
• Earnings Estimate Revisions
• Short Interest
• Insider Activity
• Analyst Opinions
• Relative Strength vs. Industry

Earnings Performance

• Earnings Surprise
• Earnings Growth
• Earnings Trend
• Earnings Consistency
• Projected P/E Ratio

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5 Steps to Smarter Investing
Financial Metrics Price to Sales Ratio
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5 Steps to Smarter Investing
Expert Opinions The Secret Sauce
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5 Steps to Smarter Investing
NASDAQ Launched 3 Indexes based on the Chaikin
Power Gauge
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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
oY.? Cheryl, California, Chaikin Analytics
Subscriber 7/2/14
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5 Steps to Smarter Investing
Step 2 Play Good Offense
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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

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5 Steps to Smarter Investing
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5 Steps to Smarter Investing
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5 Steps to Smarter Investing
Southwest 07/01/14
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5 Steps to Smarter Investing
Kinder Morgan 07/02/14
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5 Steps to Smarter Investing
Chaikin Hot Lists
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5 Steps to Smarter Investing
Chaikin Hot List Upcoming Earnings Ideas 05/26/14
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5 Steps to Smarter Investing
Chaikin Hot List Earnings/Amerco Inc 07/01/14
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5 Steps to Smarter Investing
Step 3 Use Industry Groups 06/03/14
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5 Steps to Smarter Investing
Industry Group Oil-Integrated 06/03/14
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5 Steps to Smarter Investing
Oil Integrated ConocoPhillips 06/03/14 79.82
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5 Steps to Smarter Investing
Testimonial
Chaikin is in good company one way to locate a
good stock is to locate the right
industry. ChaikiYs approach recommends both
specific stocks and industries to swap for weaker
performers.? Mike Hogan
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5 Steps to Smarter Investing
Step 4 Play Good Defense
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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

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5 Steps to Smarter Investing
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5 Steps to Smarter Investing Lululemon (LULU)
Shear Madness
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5 Steps to Smarter Investing
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5 Steps to Smarter Investing Splunk (SPLK)
Kerplunk!
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5 Steps to Smarter Investing
Testimonial
190 Profit in Two Days ?I put oY a WFM put t?ade
?hiÐh ?as you? alte?Yatie dea? t?ade of the week
in Market Insights. Today I locked up a 190
profit in two days. Consider we a loyal use?!? TS
5/7/14
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5 Steps to Smarter Investing
Step 5 Know When to Buy Sell
With Chaikin Buy/Sell Signals
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
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SaYdys WatÐh List ?7/??/?4