5 Steps to Smarter Investing

From Novice to Knowledgeable:Invest Smarter

in 5 Simple Steps

Sandy ChaikinSeptember 23, 2014

5 Steps to Smarter Investing

I’m going to show you how …

•Novice to Knowledgeable in <2 years

•Consistently beat S&P 500

5 Steps to Smarter Investing

And ….

How I became a more confident

investor

5 Steps to Smarter Investing

4

© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

You’re about to discover ….

5 Steps to Smarter Investing

So you can Invest Smarter

5 Steps to Smarter Investing

And Find Winning Stocks …

5 Steps to Smarter Investing

And Avoid Losing Stocks…

5 Steps to Smarter Investing

So You Can …

Make

More Money!

5 Steps to Smarter Investing

And can afford to spend more time doing what you want

5 Steps to Smarter Investing

And can afford to spend more time doing what you want

5 Steps to Smarter Investing

The Time is Now to Improve Results

5 Steps to Smarter Investing

Why Chaikin?

5 Steps to Smarter Investing

Street Cred…

Widely used in most technical analysis packages worldwide:

• The Chaikin Oscillator

• The Chaikin Money Flow Indicator

• The Chaikin Persistency of Money Flow ― the basis of Investor’s Business Daily’s Accumulation/Distribution Rating

5 Steps to Smarter Investing

Quoted by and seen on…

5 Steps to Smarter Investing

At the beginning…

• 401K Plans

• Mutual Funds

5 Steps to Smarter Investing

Then, a professional manager

5 Steps to Smarter Investing

Then came 2008

• Advised to hold, not sell

• Portfolio down 40%

• I paid a fee for this???

5 Steps to Smarter Investing

My problem … who to trust?

5 Steps to Smarter Investing

The Challenge: too much information

5 Steps to Smarter Investing

The Solution: Chaikin Analytics

5 Steps to Smarter Investing

A disciplined approach

5 Steps to Smarter Investing

5 Steps to Success

1. Use a proven methodology you can trust

2. Play good offense to find winners

3. Use industry groups to find more winners

4. Play good defense to avoid landmines

5. Know when to buy and sell

5 Steps to Smarter Investing

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

5 Steps to Smarter Investing

Testimonial

“Since watching Sandy’s webinar, I feel quite relieved knowing that I was making the selection process far more complicated than I needed to.”

‒ BS, Chaikin Analytics Subscriber

5 Steps to Smarter Investing

Step 1: Use a Proven Methodology

The Chaikin Power Gauge

Simple but not Simplistic

5 Steps to Smarter Investing

• Financial Metrics

• Earnings Performance

• Price/Volume Activity

• Expert Opinions

4 Components:

5 Steps to Smarter Investing

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

5 Steps to Smarter Investing

Financial Metrics: Price to Sales Ratio

5 Steps to Smarter Investing

Expert Opinions: The Secret Sauce

5 Steps to Smarter Investing

NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge

5 Steps to Smarter Investing

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 on.”

‒ Cheryl, California, Chaikin Analytics Subscriber 7/2/14

5 Steps to Smarter Investing

Step 2: Play Good Offense

5 Steps to Smarter Investing

What to Buy: Classic Bulls

• Strong Industry Group• Power Gauge Rating Bullish• Price Trend Up • Relative Performance Strong • Chaikin Money Flow Strong

5 Steps to Smarter Investing

5 Steps to Smarter Investing

Southwest – Luv It!

5 Steps to Smarter Investing

Kinder Morgan 09/23/14

5 Steps to Smarter Investing

Skyworks 09/23/14

5 Steps to Smarter Investing

Testimonial

“I am thrilled that I got the heads up to go long SWKS before earnings the first week I subscribed

to the service. That trade paid for my entire yearly subscription. Thanks and I want to

compliment you on your user friendly App.”

‒ PH, July 21, 2014 Chaikin Analytics Subscriber

5 Steps to Smarter Investing

Step 3: Use Industry Groups – 09/23/14

5 Steps to Smarter Investing

Transportation-Air – Alerts 09/23/14

5 Steps to Smarter Investing

Oversold Buy Signal: Ryanair Holdings

5 Steps to Smarter Investing

Relative Strength Breakout Buy Signal: Air T

5 Steps to Smarter Investing

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

5 Steps to Smarter Investing

Step 4: Play Good Defense

5 Steps to Smarter Investing

What to Avoid: Classic Bears

• Power Gauge Rating Bearish• Price Trend Down • Relative Performance Weak• Chaikin Money Flow Weak• Price Overbought

5 Steps to Smarter Investing

5 Steps to Smarter Investing

Yahoo!

5 Steps to Smarter Investing

Whole Foods Market

5 Steps to Smarter Investing

Testimonial

190% Profit in Two Days

”I put on a WFM put trade which was your alternative bear trade of the week in Market Insights. Today I locked up a 190% profit in two days. Consider me a loyal user!”

TS 5/7/14

5 Steps to Smarter Investing

Step 5: 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

5 Steps to Smarter Investing

Alcoa – Oversold Buy: 08/08/14

5 Steps to Smarter Investing

Alcoa – Sold 9/12 at $17

5 Steps to Smarter Investing

My Stocks to Watch – 09.23.14

5 Steps to Smarter Investing

My Stocks to Watch – Health Net 09.23.14

5 Steps to Smarter Investing

To Recap the 5 Steps

1. Use a proven methodology you can trust

2. Play good offense to put the odds in your favor

3. Use industry groups to find more winners

4. Play good defense to avoid landmines

5. Know when to buy and sell

5 Steps to Smarter Investing

5 Steps to Smarter Investing

Real World Price $1,950Webinar Fast Action Special

Expires Midnight Friday, 9/26

Only $1,550www.chaikinanalytics.com/signup

Offer Code: FAST

Or contact Dan Frantz: 1.877.MYPORTFOLIO

danf@chaikinanalytics.com

5 Steps to Smarter Investing

Testimonial – Market Insights

Amazing results!

“LULU, AA, SWKS, NOW, DWRE. I just closed out DWREfor 14% profit this morning. I have only been a member for a couple of months and have already paid for your annual membership fees several times over on just these five stocks. Thank you for your solid advice.”

RM, Chaikin Analytics Subscriber 8/5/2014

5 Steps to Smarter Investing

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: pretty important for a

woman living on her own. My girlfriends are a bit in awe.”

‒ PH, Chaikin Analytics Subscriber

5 Steps to Smarter Investing

Here’s What You Get with Chaikin Analytics:

• One-on-One Tutorials help you get set up and use all the features

• Weekly subscriber-only open forums

• Chaikin Chart with Power Gauge rating and Chaikin Technical Indicators

• Six Pairs of Buy and Sell Signals

• List manager including Industry Groups, ETFs, User Lists and Chaikin Hot Lists

• Research reports on 5,000 stocks – updated nightly

• Portfolio Health Check on any list

• Chaikin Market Insights Weekly Newsletter with Stock of the Week

5 Steps to Smarter Investing

5 Steps to Smarter Investing

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

From Here to Turkey – August Vacation 2014

5 Steps to Smarter Investing

If you don’t have Chaikin Analytics

www.chaikinanalytics.com/signup Offer Code: FAST

Expires Midnight Friday, 9/26Or contact: Dan Frantz, 1.877.MYPORTFOLIO

danf@chaikinanalytics.com

Sign Up Today!