investing 101: 5 simple steps to find winning stocks like a pro

5 Steps to Smarter Investing

Investing 101: 5 Simple Steps to Finding Winning Stocks Like the Pros

Sandy ChaikinJuly 14, 2015


Chaikin Analytics Disclaimer Chaikin Analytics LLC is not registered as a broker-dealer or investment advisor either with the U.S. Securities and Exchange Commission or with any state securities regulatory authority. Chaikin Analytics does not recommend the purchase of any stock or advise on the suitability of any trade or investment. The information presented in this webinar is generic in nature and is not to be construed as an endorsement, recommendation, investment advice or any offer or solicitation to buy or sell securities of any kind, but solely as information requiring further research as to suitability, accuracy and appropriateness. Users bear sole responsibility for their own investment research and decisions.


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Investors greatest personal financial concern is retirement (Blackrock)

They’ve saved enough to fund

< 3 years of retirement



of all American savings and investments are held in cash (Blackrock)

Almost two-thirds (63%)



Only 18% is held in stocks (Blackrock)



S&P 500 Earns More than Cash: +7% versus 0

[email protected]


Stocks are the ONLYsolution to secure yourretirement



My Stocks Doing even Better in 2015: +25% YTD vs. S&P 500 +<1% YTD


Why Listen to Sandy:

• Beat most pros and S&P• Portfolio +16% YTD• Found 2 best growth stocks

in 2014: SWKS + 156%, LUV +126%

• 15 minutes/day• Novice in 2012



You’re About to Discover…

How To Take Control of Your Financial Future and Find Winning Stocks


So You Can …

have Peace of Mind and …Gain confidence


And …

Secure Your Retirement!


And have more fun along the way…


Turkey – August Vacation 2014


Confidence Booster – I can do it!

“Sandy affirmed that I know more than I think I do about how to use the tools and because she’s using them successfully with a similar novice background to mine, then I can too. It was a real confidence booster.” WS


At the beginning…

• 401K Plans

• Mutual Funds


Then, a professional manager


Then came 2008

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


My problem … who to trust?


The Challenge: too much information


Solution: Chaikin Analytics


5 Steps to Success: How to Find the Best Stocks

1. Use a proven methodology you trust2. Play good offense to find winners3. Use industry groups to find more winners4. Know when to buy and sell - signals5. Play good defense to avoid landmines


A disciplined approach


Testimonial

An Expert’s Endorsement“… self-directed investors need a very structured and easy-to-use system that will keep them out of trouble. That’s the way Chaikin Analytics was designed.”

‒ Tom Lloyd, author and lecturer


Step 1: Use a Proven Methodology

The Chaikin Power GaugeSimple but not Simplistic


More going on than the eye can see


• Financial Metrics

• Earnings Performance

• Price/Volume Activity

• Expert Opinions

4 Components:


The Chaikin Power GaugeClear, 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


Financials: Price to Sales


Expert Opinions: The Secret Sauce


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.” ‒ Cheryl (California) Chaikin Analytics Subscriber


Step 2: Play Good Offense


What to Buy: Classic Bulls• Strong Industry Group• Power Gauge Rating Bullish• Price Trend Up • Relative Performance Strong • Chaikin Money Flow Strong


American Woodmark… +38% YTD!


LUV +126% in 2014 -20% YTD 2015 – loved it and left it!


Centene (CNC) +41% YTD


Testimonial

Made $4k 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


Step 3: Use Industry Groups


Home Furnishings/Appliances Industry Group:


Buy Signal: AMWD +38%YTD


Buy Signal: Flexsteel +32% YTD


Testimonial

“Chaikin is in good company: one way to locate a good stock is to locate the right industry.

Chaikin’s approach recommends both specific stocks and industries to swap for weaker

performers.”– Mike Hogan


Step 4: Know When to Buy & Sell

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


Alerts: My Watch List 06/01/15


AMC Networks 07/14/15: +32% YTD


Alerts: My Stock List 07.14.15


Buy Signal Today: BABY, +17% YTD


Buy Signal Today: ESLT, +31% YTD


Portfolio Health Check: S&P500 Earnings This Week


Step 5: Play Good Defense


What to Avoid: Classic Bears • Power Gauge Rating Bearish• Price Trend Down • Relative Performance Weak• Chaikin Money Flow Weak• Price Overbought


Athenahealth – 21% YTD


DDD – triple disaster, -49% YTD


Yahoo -25% YTD


$8k In 2 Days!: “Just wanted to thank you for the word on ESL. Bought puts on Wednesday (6/3) for $1,700 and sold them this morning (6/5) for $10,200! That's awesome!"

- B.W., Chaikin Analytics Subscriber 6/5/15


ESL Today: -13% from 5/31/15 (-15% YTD)


The 5 Steps: Recap

1. Use a proven methodology you trust2. Play good offense to find winners3. Use industry groups to find more winners4. Know when to buy and sell - signals5. Play good defense to avoid landmines


“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


61


You Discovered…

How To Take Control of Your Financial Future and Find Winning Stocks


Now you can have …

confidence and ….

Peace of Mind!


Your Next Step: Chaikin Analytics


3 Mo. Real World Price $585Webinar Special:

Expires Midnight (EDT) Friday 7/17/15

Only $399www.chaikinanalytics.com/sandy

Offer Code: SANDYQTROr contact 877-MYPORTFOLIO (877-697-6783)

[email protected]

For Your First 3 Months of Chaikin Analytics


Fast Action Bonus $399Subscribe by 12:00am ET, Tonight

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Only $349www.chaikinanalytics.com/sandy

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Offer Code: SANDYQTR (case sensitive)

For Your First 3 Months of Chaikin Analytics


Start Investing Smarter Now:Get 3 months for the price of 2 + $Hundreds in Added Value

• $349 for a quarterly subscription to Chaikin Analytics – save $200!

• 3 month subscription to Chaikin PowerSuite Premium – save $150!

• FREE hands-on tutorials – help you set up and use all the features and apply to your trading and investing style

• FREE Subscriber-Only Open Forums – live bi-monthly sessions show you how to make money now

• Daily “Morning Insights” – Chief Market Strategist John Schlitz recaps the previous day, what to expect today, specific buy/sell stock ideas


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


Free Benefit: Chaikin Insights

NEW!


Stock of the Week 02.01.15


Testimonial

“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


Free Benefit: Power Gauge Reports


Free Benefit: Portfolio Health Check


Portfolio Health Check: Earnings This Week


Testimonial“On the strength of Chaikin

Analytics, I’ve made enough money to pay all my living expenses for the

past 18 months and consider managing my money now "my job", because in using Chaikin

Tools, I can earn much more than I could in the workplace. My

girlfriends are a bit in awe.” ‒ PH, Chaikin Analytics Subscriber


Testimonial

Exceptional Service“Your after-sales service has been exceptional. It's like having my own team of professionals behind

me, wanting me to succeed” ‒ D from Canada


From Here to Vail, Colorado – August 2015


Chaikin Analytics

www.chaikinanalytics.com/sandyOr contact 877-MYPORTFOLIO (877-697-6783)

[email protected] Offer Code: SANDYQTR (case sensitive)

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Sandy Betner Chaikin

investing 101: 5 simple steps to find winning stocks like a pro

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