The 5 Most Popular Stocks You Dont Want to Own presented by Sandy Chaikin

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5 Steps to Smarter Investing

The 5 Most Popular Stocks You Don’t Want to Own

Sandy Chaikin

Co-Founder, Chaikin Analytics

August 27, 2015

From Novice to Knowledgeable:

5 Steps to Smarter Investing

Have You Ever Wondered?

5 Steps to Smarter Investing

Would You Like

Me To Share?

5 Steps to Smarter Investing

You’re About To Discover

5 Steps to Smarter Investing

Promise

5 Steps to Smarter Investing

The Problem

5 Steps to Smarter Investing

Institutional Investors’ Most Popular

Stocks…

5 Steps to Smarter Investing

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… but, you don’t want to own them

5 Steps to Smarter Investing

David Tepper’s Appaloosa Management’s

equity portfolio – down $1.7 Billion

Q2 from $5.7 billion to $4.03 billion

#1 Bet:

#3 Bet:

(Javier Hasse)

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5 Steps to Smarter Investing

(Berkeley)

People invest in companies they like

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5 Steps to Smarter Investing

(Berkeley)

Instead of companies they've never heard of

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5 Steps to Smarter Investing

What Is The Secret To

Building A Killer Portfolio

& Becoming A More

Successful, Confident

Investor?

5 Steps to Smarter Investing

Why Is It Important To Take

Control Of Your Financial

Future?

5 Steps to Smarter Investing

The Time Is NOW

5 Steps to Smarter Investing

WHO AM I AND WHY LISTEN TO ME?

Beat 4 out of 5 pros and S&P 500

Portfolio +2% YTD vs S&P -5%

Found 2 best growth stocks in 2014:

SWKS + 156%, LUV +126%

15 minutes/day

Novice in 2012

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5 Steps to Smarter Investing

5 Steps to Smarter Investing

5 Steps to Smarter Investing5 Steps to Smarter Investing

2008

5 Steps to Smarter Investing

2008 MELTDOWN

Advised to hold, not sell

Portfolio down 40%

I paid a fee for this?

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5 Steps to Smarter Investing

NO MORE PROFESSIONAL MONEY

MANAGERS

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5 Steps to Smarter Investing

THE GOOD LIFE

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5 Steps to Smarter Investing

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5 Steps to Smarter Investing

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5 Steps to Smarter Investing

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5 Steps to Smarter Investing

5 Steps to Smarter Investing

RESOLVED TO TAKE CONTROL

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5 Steps to Smarter Investing

FINANCIAL CONTROL + CONFIDENCE

= FREEDOM

5 Steps to Smarter Investing

CHALLENGES

So Many Are Facing

5 Steps to Smarter Investing

FINANCIAL FREEDOM FAST TRACKPowered by Chaikin Analytics

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5 Steps to Smarter Investing

THE 5 KEYS TO SUCCESS

Methodology

Defense

Offense

Groups

Signals

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5 Steps to Smarter Investing

1. METHODOLOGY

The Chaikin Power Gauge: Simple but not Simplistic

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5 Steps to Smarter Investing

MORE GOING ON

THAN THE EYE

CAN SEE

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5 Steps to Smarter Investing

4 COMPONENTS

Financial Metrics

Earnings Performance

Price/Volume Activity

Expert Opinions

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5 Steps to Smarter Investing

THE CHAIKIN POWER GAUGE

Clear, 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

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5 Steps to Smarter Investing

PRICE TO SALES: AAPL -4% YTD

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5 Steps to Smarter Investing

EXPERTS

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5 Steps to Smarter Investing

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5 Steps to Smarter Investing

QUOTED BY AND SEEN ON…

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5 Steps to Smarter Investing

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

5 Steps to Smarter Investing

CLASSIC BEARS

2. Defense

Power Gauge Rating Bearish

Price Trend Down

Relative Performance Weak

Chaikin Money Flow Weak

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5 Steps to Smarter Investing

WHEN I KNOW TO SELL

Chaikin Sell Signal

Price drops below orange line (proprietary long term trend line)

Stop loss - 10%

Power Gauge turns neutral, and another indicator turns

negative

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5 Steps to Smarter Investing

URBN -14% YTD

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5 Steps to Smarter Investing

GM -15% YTD

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5 Steps to Smarter Investing

Microsoft -7% YTD

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5 Steps to Smarter Investing

WYNN -45% YTD

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5 Steps to Smarter Investing

YELP -55% YTD

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5 Steps to Smarter Investing

Netted 17,408 This Morning

“I have found more success in the past two week (sic) using

Chaikin than I have had the rest of the year. Last week made

money on … But, I had the biggest winner of the year today

on Yelp earnings (based on Marc's Bearish play of the

week). I bought 3 different puts strikes [before earnings],

risking $7,168 and netted 17,408 profit this morning.

Thanks,

- Mike 7/29/15

TESTIMONIAL

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5 Steps to Smarter Investing

CLASSIC BULLS

3. OFFENSE

Power Gauge Rating Bullish

Price Trend Up

Chaikin Money Flow Strong

Relative Performance Strong

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5 Steps to Smarter Investing

AMERICAN WOODMARK… +67% YTD

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5 Steps to Smarter Investing

ELBIT SYSTEMS +23% YTD

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5 Steps to Smarter Investing

BABY +15% YTD

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5 Steps to Smarter Investing

MADE $4,000 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

5 Steps to Smarter Investing

Paid Me Back 11 Times

“My Chaikin Analytics subscription paid me back more than

11 times in 2013. By far the best investment I’ve ever made.”

‒ Anne D, Chaikin Analytics Subscriber

TESTIMONIAL

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5 Steps to Smarter Investing

4. INDUSTRY GROUPS

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5 Steps to Smarter Investing

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5 Steps to Smarter Investing

4: Signals

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

Your Simple Path To Profits!

ALERTS

My Watch List

8/27/2015

5 Steps to Smarter Investing

LUV +126% IN 2014

-10% YTD 2015 – LOVED IT AND LEFT IT!

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5 Steps to Smarter Investing

SKYWORKS: +156% in 2014

+9% in 2015

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5 Steps to Smarter Investing

RECAP: THE 5 KEYS TO SUCCESS

Methodology

Defense

Offense

Groups

Signals

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5 Steps to Smarter Investing

“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

TESTIMONIAL

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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

UP 15% IN 2 DAYS!

“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

5 Steps to Smarter Investing

Will YOU Be Our

Next Success Story?

5 Steps to Smarter Investing

5 Steps to Smarter Investing

Who This Is NOT For

5 Steps to Smarter Investing

Who This IS For

5 Steps to Smarter Investing

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5 Steps to Smarter Investing

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