5 Steps to Smarter Investing
The 5 Most Popular Stocks You Don’t Want to Own
Sandy Chaikin
Co-Founder, Chaikin Analytics
August 27, 2015
From Novice to Knowledgeable:
5 Steps to Smarter Investing
Have You Ever Wondered?
5 Steps to Smarter Investing
Would You Like
Me To Share?
5 Steps to Smarter Investing
You’re About To Discover
5 Steps to Smarter Investing
Promise
5 Steps to Smarter Investing
The Problem
5 Steps to Smarter Investing
Institutional Investors’ Most Popular
Stocks…
5 Steps to Smarter Investing
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… but, you don’t want to own them
5 Steps to Smarter Investing
David Tepper’s Appaloosa Management’s
equity portfolio – down $1.7 Billion
Q2 from $5.7 billion to $4.03 billion
#1 Bet:
#3 Bet:
(Javier Hasse)
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5 Steps to Smarter Investing
(Berkeley)
People invest in companies they like
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5 Steps to Smarter Investing
(Berkeley)
Instead of companies they've never heard of
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5 Steps to Smarter Investing
What Is The Secret To
Building A Killer Portfolio
& Becoming A More
Successful, Confident
Investor?
5 Steps to Smarter Investing
Why Is It Important To Take
Control Of Your Financial
Future?
5 Steps to Smarter Investing
The Time Is NOW
5 Steps to Smarter Investing
WHO AM I AND WHY LISTEN TO ME?
Beat 4 out of 5 pros and S&P 500
Portfolio +2% YTD vs S&P -5%
Found 2 best growth stocks in 2014:
SWKS + 156%, LUV +126%
15 minutes/day
Novice in 2012
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5 Steps to Smarter Investing
5 Steps to Smarter Investing
5 Steps to Smarter Investing5 Steps to Smarter Investing
2008
5 Steps to Smarter Investing
2008 MELTDOWN
Advised to hold, not sell
Portfolio down 40%
I paid a fee for this?
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5 Steps to Smarter Investing
NO MORE PROFESSIONAL MONEY
MANAGERS
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5 Steps to Smarter Investing
THE GOOD LIFE
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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
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5 Steps to Smarter Investing
5 Steps to Smarter Investing
RESOLVED TO TAKE CONTROL
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5 Steps to Smarter Investing
FINANCIAL CONTROL + CONFIDENCE
= FREEDOM
5 Steps to Smarter Investing
CHALLENGES
So Many Are Facing
5 Steps to Smarter Investing
FINANCIAL FREEDOM FAST TRACKPowered by Chaikin Analytics
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5 Steps to Smarter Investing
THE 5 KEYS TO SUCCESS
Methodology
Defense
Offense
Groups
Signals
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5 Steps to Smarter Investing
1. METHODOLOGY
The Chaikin Power Gauge: Simple but not Simplistic
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5 Steps to Smarter Investing
MORE GOING ON
THAN THE EYE
CAN SEE
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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 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
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5 Steps to Smarter Investing
PRICE TO SALES: AAPL -4% YTD
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5 Steps to Smarter Investing
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5 Steps to Smarter Investing
QUOTED BY AND SEEN ON…
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5 Steps to Smarter Investing
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.”
‒ Cheryl (California)
Chaikin Analytics Subscriber
5 Steps to Smarter Investing
CLASSIC BEARS
2. Defense
Power Gauge Rating Bearish
Price Trend Down
Relative Performance Weak
Chaikin Money Flow Weak
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5 Steps to Smarter Investing
WHEN I KNOW TO SELL
Chaikin Sell Signal
Price drops below orange line (proprietary long term trend line)
Stop loss - 10%
Power Gauge turns neutral, and another indicator turns
negative
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5 Steps to Smarter Investing
URBN -14% YTD
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5 Steps to Smarter Investing
GM -15% YTD
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5 Steps to Smarter Investing
Microsoft -7% YTD
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5 Steps to Smarter Investing
WYNN -45% YTD
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5 Steps to Smarter Investing
YELP -55% YTD
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5 Steps to Smarter Investing
Netted 17,408 This Morning
“I have found more success in the past two week (sic) using
Chaikin than I have had the rest of the year. Last week made
money on … But, I had the biggest winner of the year today
on Yelp earnings (based on Marc's Bearish play of the
week). I bought 3 different puts strikes [before earnings],
risking $7,168 and netted 17,408 profit this morning.
Thanks,
- Mike 7/29/15
TESTIMONIAL
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5 Steps to Smarter Investing
CLASSIC BULLS
3. OFFENSE
Power Gauge Rating Bullish
Price Trend Up
Chaikin Money Flow Strong
Relative Performance Strong
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5 Steps to Smarter Investing
AMERICAN WOODMARK… +67% YTD
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5 Steps to Smarter Investing
ELBIT SYSTEMS +23% YTD
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5 Steps to Smarter Investing
BABY +15% YTD
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5 Steps to Smarter Investing
MADE $4,000 MY FIRST WEEK!
“In my first week using your system I made 4K on a simple call trade on CNC. thank you... your system is so easy to understand.”
‒ Martha
6-17-15
5 Steps to Smarter Investing
Paid Me Back 11 Times
“My Chaikin Analytics subscription paid me back more than
11 times in 2013. By far the best investment I’ve ever made.”
‒ Anne D, Chaikin Analytics Subscriber
TESTIMONIAL
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5 Steps to Smarter Investing
4. INDUSTRY GROUPS
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5 Steps to Smarter Investing
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5 Steps to Smarter Investing
4: 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
With Chaikin Buy/Sell
Signals
5 Steps to Smarter Investing
Your Simple Path To Profits!
ALERTS
My Watch List
8/27/2015
5 Steps to Smarter Investing
LUV +126% IN 2014
-10% YTD 2015 – LOVED IT AND LEFT IT!
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5 Steps to Smarter Investing
SKYWORKS: +156% in 2014
+9% in 2015
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5 Steps to Smarter Investing
RECAP: THE 5 KEYS TO SUCCESS
Methodology
Defense
Offense
Groups
Signals
1-877-697-6783 [email protected] chaikinanalytics.com/sandy
5 Steps to Smarter Investing
“I just watched Sandy’s webinar …. Fabulous!!! I’ve sat
through several other Chaikin webinars. Hers convinced me
that I am ready to start investing using Chaikin.”
‒ Chaikin Analytics Subscriber
TESTIMONIAL
1-877-697-6783 [email protected] chaikinanalytics.com/sandy
5 Steps to Smarter Investing
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
5 Steps to Smarter Investing
UP 15% IN 2 DAYS!
“OMG. As you suggested bought some MYL 2 days ago and added to my position with Relative Strength signal first thing this am. Already up 15%. I am a True Believer!"”
‒ Anne G.
4/8/15
5 Steps to Smarter Investing
Will YOU Be Our
Next Success Story?
5 Steps to Smarter Investing
5 Steps to Smarter Investing
Who This Is NOT For
5 Steps to Smarter Investing
Who This IS For
5 Steps to Smarter Investing
Financial Freedom Fast Track
Powered By Chaikin Analytics™ Software
5 Steps to Smarter Investing
Chaikin Analytics™:Your Simple Path To Profits
Retail Value $1,950
5 Steps to Smarter Investing
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Retail Value $495
5 Steps to Smarter Investing
Rapid ResultsQuick StartCoaching Calls
Retail Value $200
5 Steps to Smarter Investing
1-On-1
Into The Market
Sessions
Retail Value $599
5 Steps to Smarter Investing
Chaikin Insiders CommunityBi-weekly online forums
Retail Value $2,400
5 Steps to Smarter Investing
Chaikin Analytics™: Your Simple Path To Profits $1,950
PowerSuite: Done-For-You Research
$495
Rapid Results Quick Start Coaching Calls: small group $200
1-on-1 Into The Market Sessions
$599
Chaikin Insiders Community: Bi-weekly online forums $2,400
Financial Freedom Fast Track
Powered By Chaikin Analytics™ Software
•Your Simple Path To Profits!TOTAL Value $5,644
•Your Simple Path To Profits!
5 Steps to Smarter Investing
If All
5 Steps to Smarter Investing
•Your Simple Path To Profits!
TOTAL Retail Value $5,644
Your Risk FREE Investment Only
$1,950
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5 Steps to Smarter Investing
My Personal 100% Ironclad
Money Back Guarantee
We are so confident this system will help you make more money in the stock market, if you are not completely satisfied in the first 7 days*, we’ll
refund your subscription in full.
*7 days from Rapid Results Quick Start Coaching Call
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Retail Value Priceless
BONUS #1
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Retail Value $1,800
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5 Steps to Smarter Investing
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Retail Value $1,000
BONUS #3
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$
5 Steps to Smarter Investing
Financial Freedom Fast Track
Powered By Chaikin Analytics™ Software
Chaikin Analytics™: Your Simple Path To Profits $1,950
PowerSuite: Done-For-You Research $495
Rapid Results Quick Start Coaching Calls: small group $200
1-on-1 Into The Market Sessions
$599
Chaikin Insiders Community: Bi-weekly online forums $2,400
Direct Access To Customer Success Consultant Priceless
Morning Insights From Renowned Chief Investment Strategist $1,800
Personal Call with Sandy Chaikin
$1,000
•Your Simple Path To Profits!TOTAL Value $8,444
•Your Simple Path To Profits!
5 Steps to Smarter Investing
Are YOU Worth The Investment?
•Your Simple Path To Profits!
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5 Steps to Smarter Investing
Take Action NOW
•Your Simple Path To Profits!
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5 Steps to Smarter Investing
TOTAL Retail Value $8,444
Your Risk FREE Investment Only
•Your Simple Path To Profits!
$1,950
$1,650Offer expires Midnight Thursday August 27
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5 Steps to Smarter Investing
Q&A
•Your Simple Path To Profits!
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