Integrating Fundamentals &

Technicals 1

Chaikin Analytics Beyond Value Investing: Generating Profitable Investment Ideas

Tom Lloyd and Marc Chaikin 2/12/2014

2/12/2014 Integrating Fundamentals &

Technicals 2

Introduction

Using successful stock signals in

the Chaikin Analytics Suite

By Tom Lloyd Sr. author of

“Successful Stock Signals for

Traders and Portfolio Managers”

Using fundamentals and technicals

to outperform the Index

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Technicals 3

Topics of Discussion

Nailing the fundamentals

Nailing the technicals

Without becoming a fundamental analyst

Without becoming a technical analyst

Chaikin Analytics does that for you

Chaikin Power Gauge - Reliable

Simple but Powerful

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Technicals 6

Chaikin Power Grid

Best stocks in best industries

For your portfolio list of stocks

Can do this for any list of stocks

The S&P 500 list of stocks

Shows the best of 500

Based on fundamentals and

technicals

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Technicals 7

Topic Two

Details about this topic

Supporting information and

examples

How it relates to your audience

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Technicals 8

Drilling Down on a Stock

Harris, HRS, appears on the grid

Appears on the S&P 500 alerts

Alert is an “Oversold Buy”

Notice buy and sell alerts

For all the stocks on your portfolio

list

For all the stocks in the S&P 500

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Technicals 9

Real Life

Give an example or real life

anecdote

Sympathize with the audience’s

situation if appropriate

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Technicals 10

Drill down on Harris

4 basics of Power Gauge Rating

(PGR)

Financial Metrics (fundamentals)

Earnings Performance

(fundamentals)

Price/Volume (technicals)

Expert Opinions, (fundamental and

technical)

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Technicals 11

Next Steps

Summarize any actions required of

your audience

Summarize any follow up action

items required of you

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Technicals 12

Drilling down the PGR

5 factors for each of 4 components

5 Bullish to Bearish ratings for

each factor, total of 20 powerful

indicators

Completely transparent

Some of the 5 ratings may be

negative

But the overall rating may still be

positive-elegant!

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Technicals 13

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Technicals 14

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Technicals 16

Power Gauge Gives You 20/20

Fundamental eyesight is 20/20

Technical eyesight is 20/20

Color coded

You now have the fundamental

and technical eyes of the analyst

20 factor ratings give you an expert

and nuanced view of stocks and

your portfolio.

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Technicals 17

You can beat the index!

Power Gauge ratings keep you in

stocks that beat the index

Chaikin Power Grid keeps you in

best stocks in best industries

Chaikin Health Check gives you a

report card on your portfolio.

Compare your report card with the

S&P 500 report card to beat Index

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Technicals 18

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Technicals 19

Using ETFs to Beat 500

Use Chaikin Relative Strength

Buy/Sell Signals for ETFs

Use all 6 pairs of signals for

individual stocks in each ETF

Buy best stocks in best ETFs

Play Offense Well: What to buy, When to buy

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Technicals 21

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Technicals 22

Good Defense Limits Losses

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Technicals 24

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Technicals 25

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Technicals 26

Summary for Success

Power Gauge 20 factors color

coded, fundamental/technical

Buy/Sell alerts, earnings surprises,

analysts upgrades and technical

signal triangles on the chart

ETF signals and stocks within ETF

Chaikin Power Grid = best stocks

in best industries

Buy best stocks in best ETFs

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Technicals 27

Conclusions

These successful signals do the heavy

lifting for fundamental and technical

analysis giving you clear answers

You have 20/20 vision for fundamentals

and technicals using both eyes

You can optimize using best stocks best

industries, best stocks, best ETFs

Successful signals make you successful

YOU CAN BEAT THE INDEX!

Chaikin Analytics For Desktop and iPad Includes:

Chaikin Chart with Power Gauge rating and

Proprietary Technical Indicators

Six Pairs of Buy and Sell Signals

List manager including Industry Groups, ETFs,

User Lists and Chaikin Hot Lists

Research reports on 5000 stocks – updated nightly

Portfolio Health Check on any list

Chaikin Market Insights Weekly Newsletter with

Stock of the Week

Subscribe Now to Chaikin Analytics

chaikinpowertools.com/chaikinanalytics.shtml

$195/month; $1,950/yearIncludes free Power Suite and one-on-one tutorials

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