1. INVESTING PROFITABLY IN TODAY’S MARKET
Long Island Stock Traders Monthly Meetup
Tuesday, January 15, 2013
Marc Chaikin
Chaikin Analytics

2. A FLOOD OF INFORMATION

3. VOLATILITY IS declining

4. THE PATH TO PROFITS Starts with a plan
Follows the plan with discipline
Plan reflects how the market works

5. FUNDAMENTALS DRIVE THE MARKET
Earnings drive stock trends
Valuations matter
Industry group trends are powerful

6. Emotions Drive the Market to Extremes ______________________________________
Price movements amplified by fear and greed
Big Players Crowd into the same stocks
Technical indicators measure these extremes
Profits = Fundamentals + Technicals

7. YOUR PORTFOLIO IS A GARDEN
Find stocks you know well
Weed out losers, let winners thrive
Minimize your mistakes

8. FIND THE WINNERS... Bullish Chaikin Power Gauge rating
Strong industry group
Leader not laggard
Analysts becoming more positive
Strong Chaikin Money Flow

9. Triple Filtered Relative Strength
Industry Group stronger than the market
Stock stronger than the market
Stock stronger than its Industry Group

10. The Result is a Strong and Profitable Brew

12. CHAIKIN POWER GAUGE

13. A ‘QUANTAMENTAL’ RATING Financial Metrics Earnings Performance
Price/Volume Activity
Expert Opinions

14. Chaikin Power Gauge Rating
Clear summary of a stock’s potential - with a record of success
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
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
© 2012 Chaikin Stock Research. All Rights Reserved. Proprietary and Confidential.

16. REAL WORLD EXAMPLES

17. Strong Group: Major Banks Weak Group: Utility – Gas Distributors

18. Bank of America

19. Northwest Natural Gas

21. Strongest Industry Groups based on
Chaikin Power Gauge Ratings of Component Stocks

22. Weakest Industry Groups based on Chaikin Power Gauge Ratings

23. Timing the Long Trade Power Gauge Rating Bullish Price Trend Up
Relative Performance Strong
Chaikin Money Flow Strong
Price Oversold

24. Three Bullish Picks From Bob Doll in Barron’s This Week
Comcast (CMCSA)
Accenture (ACN)
Eli Lilly (LLY)

25. Comcast Viewed Three Ways

26. Chaikin Power Gauge Rating and Signals
Comcast
Chaikin Power Gauge Rating and Signals

27. Accenture

28. Eli Lilly

29. Building Blocks For Technical Analysis ________________________________
Price Trend
Volatility Bands
Chaikin Money Flow
Overbought/Oversold Indicator
Relative Performance

31. EBAY – Take The Offer

32. TSO - UPSIDE SURPRISE

33. NKE – Change in Rating

34. YHOO – It All Comes Together

35. Citigroup – Banks Lead the Market

36. ... DROP THE LOSERS!

37. Beware Bearish Power Gauge Stocks in Earnings Season
Under Armour
Dollar General
Family Dollar Stores
Priceline
Lorillard

38. Under Armour – Overexposed

39. Dollar General – Discounted Price

40. Family Dollar Stores – Marked Down

41. Lorillard – Group in Flames

42. Priceline Puts - 20x in one day

43. Avoid the landmines!

44. CUT YOUR LOSSES LET YOUR PROFITS RUN
“Amateurs go broke taking large losses; professionals go broke taking small profits.”
– William Eckhardt

45. Chaikin Power Suite

46. Chaikin Analytics for iPad

47. Chaikin Analytics 525 S. 4th Street Suite 240 Philadelphia, PA 19147
© 2012 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.