dan russo - interactive brokers · 2019-05-14 · return on equity price to sales free cash flow...

The Chaikin Power Gauge: Combining Fundamentals and Technicals

for Better Outcomes

Dan RussoCMT, Chaikin Analytics

Dan Russo, CMT• 19 Years on Wall Street

• Chartered Market Technician

• MBA From Fordham University

• Co-Chair of the NY Chapter of the CMT Association

• 10 Years Covering Large Institutional Investors

• Teach Technical Analysis at Baruch College in NYC

About Marc Chaikin

● 50 Years on Wall Street

● Survived 10 Bear Markets

● 45 Years Using Technical Analysis

● Creator of Chaikin Money Flow and Oscillator

● Mentored by Smartest Institutional Investors

● Created Chaikin Power Gauge Rating – Culmination of his Life’s

Work

Fundamentals Drive the Market

But…Emotions Drive the Market to ExtremesPath to Profits = Fundamentals + Technicals

Take Emotions Out of the Equation

The Problem: A Flood of Information

Makes it Difficult to Confidently Know What to Buy and Sell

The Chaikin Power Gauge

20-Factor Model Explained

LT Debt to Equity Ratio

✔ Price to Book Value✔ Return on Equity✔ Price to Sales✔ Free Cash Flow

✔ Price Trend✔ Price Trend Rate of Change✔ Chaikin Money Flow✔ Relative Strength vs. Market✔ Volume Trend

✔ Earnings Estimate Trend✔ Short Interest✔ Insider Activity✔ Analyst Ratings✔ Industry Relative Strength

Earnings Experts

THE CHAIKIN POWER GAUGE :

The Chaikin Power Gauge Cuts Through the Clutter

Top-Down Process

Top-Down Process

Top-Down Process

Top-Down Process

Add SBUX Slide...it was the picture of the power gauge earlier

Power Gauge Rating

Relative Strength

Money Flow

Chart Source: Chaikin Analytics