how to invest profitably in today’s market

8/2/2019 How to Invest Profitably in Todays Market

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How to Invest Profitably in Todays Market

You Can Do It With Chaikin Power Tools

Acorn Club Philadelphia 02-08-2012


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An Information and Investor Revolution

$400 Billion transferred from full service brokers to self-directedaccounts at online brokers

Smartphones and tablets replacing laptops

Financial Information available on the web sites like YahooFinance, Google, Finviz, AAII and others in unlimited quantities

Theres a Revolution on Wall Street


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Despite a flood of data,

investors are thirsty

for information.

In a flood of information,

investors are thirsty

forknowledge.

2012 Chaikin Stock Research. All Rights Reserved. Proprietary and Confidential.


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The Chaikin Power Tools Solution

Distill 45 years of Wall Street knowledge into a powerful stock ranking model

Deliver in a graphic so simple it can even be displayed on an iPhone

Voila! The Chaikin Power Gauge


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Solution: Products for IndividualsProfessional Tools for Everyday Investors

Desktop & Browser Widgets

Research On-Demand Delivered via mobile, web, or email Subscription

Chaikin Power Tools for Mobile For iPhone, Android

Includes Chaikin analytics and alerts

Provides in-app trading

Consistent, cross-platform presence.

Actionable information integrated with trading.



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Chaikin Power Gauge RatingClear summary of a stocks potential - with a record of success


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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Model Investment Performance

SP500

Chaikin Power Gauge Rating


Backtested Results, 2001 - 2010 Actual Results, 2011

Very Bullish stocks: UP +20%

Very Bearish stocks: DN -4%

Very Bullish stocks: DN -3.2%

Very Bearish stocks: DN -19%

SP500

Performance measured over Russell 3000 universe


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Enhancing the Chaikin Power Gauge with a 4 page research report

Research on Demand for 5000 stocks

Power Gauge Research Reports


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Creating and Managing Your Portfolio

Creating a portfolio is like planting a gardenWe must all cultivate our own gardens

~ Voltaire

Tend your stock portfolio as you tend your gardenChoose stocks thoughtfully which are right for you

Diversify into 10 stocks

Weed out the losers and replace with healthier stocks

Allow the best performers to thrive and grow

The stock market is a losers gameThe investor who makes the fewest mistakes wins

~ Charles Ellis, Greenwich Associates, Vanguard Director


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How to Find Profitable Stocks to Buy

Stocks in strong industry groups

Market leaders not laggards

Analysts becoming increasingly positive

Companies you know and admire

Stocks with products and services your children andgrandchildren are using

If the Chaikin Power Gauge Rating is Bullish


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Using the Chaikin Power Gauge to Manage Your Portfolio

Buy stocks with positive potentialBullish Chaikin Power Gauge Ratings indicate positive potential

Green is good

~ Gordon Gecko

Sell stocks with negative potential

Bearish Chaikin Power Gauge Ratings indicate negative potentialThe Power Gauge is Visine for your portfolio; It gets the red out

~ Marc Chaikin

Filter investment ideas through the Power Gauge Rating

Use the PGR as a prism to focus on the stocks most likely to go upDont waste precious time researching stocks with bearish PGRs

There are stocks in everyones portfolio which blow up

Stocks with a bearish PGR are more likely to cause you financial pain

Play defense by eliminating these stocks before they blow up like Amazon


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Chaikin Power Gauge Ratings Work!

Winners and Losers


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Examples of Bullish and Bearish Power Gauge Ratings

Retailing StocksMacys Inc. vs. Urban Outfitters

Technology StocksApple Inc. vs. Amazon.com Inc.

Bank StocksPNC Financial vs. Bank of America


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Retailing Stocks

Macys Inc. Urban Outfitters


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Retailing Stocks

Macys Inc. Urban Outfitters


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Technology Stocks

Apple Inc. Amazon.com Inc.


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Technology Stocks

Apple Inc. Amazon.com Inc.


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Bank Stocks

PNC Financial Bank of America


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Bank Stocks

PNC Financial Bank of America


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Wall Street Wisdom and Your Portfolio

Know thyself and follow a plan thats right for youAll of the significant battles are waged with the self

~ Sheldon Kopp, AuthorIf You Meet the Buddha on the Road, Kill Him

Cut your losses and let your profits runAmateurs go broke by taking large losses; professionals go broke

By taking small profits

~ William Eckhardt, Legendary trader

Dont be scared by headlines or dire predictionsMake money not predictions

~ Floor traders creed

The key to making money in stocks is not to get scared out of them

~ Peter Lynch, Fidelity Investments


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More Wall Street Wisdom and What it Means

Watch the FedThe Federal Reserve Board writes the script for Wall Street

~ Martin Zweig, Successful money manager and author

Listen to the MarketThe market can stay irrational longer than you can stay solvent

~ John Maynard Keynes

There are no Gurus on Wall StreetIf all the economists in the world were laid end to end theyd

never reach a conclusion

~ George Bernard Shaw


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Future Directions: Pandora for Stocks

Automated Stock Discovery

Widening the funnel: the next evolution of traditional screening tools

Automated Allows average users to find high-quality investment ideas with little or no input

Enter keyword or stock symbol to create a dynamically updating Channel.

Personalized Suggests results based on users investment style

Relevant Results weighted by Chaikin Power Gauge rating & search match.

Community-Driven Channels shared with Chaikin community, Facebook/Social contacts.

Now trending Channels & Stocks migrate to top.

Platform-Agnostic Common API, multiple front ends (Web/Facebook, iPhone/Mobile, iPad/Tablet).


how to invest profitably in today’s market

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