Navigating Volatility in the Stock Market

Volatility Can Be Your Friend…

If You’ve Got a GPS for Trades

Marc Chaikin, CEO of Chaikin Analytics

AlphaShark Trading SymposiumSeptember 26, 2015

Have You Ever Wondered?

Why Marc Chaikin?

50 Years on Wall Street

Survived 10 Bear Markets

45 Years Using Technical Analysis

Mentored by Smartest Institutional Investors

Created Chaikin Power Gauge Rating – Culmination of my Life’s Work

QUOTED BY AND SEEN ON…

Sign up Now: www.chaikinanalytics.com/shark

In the next 45 minutes…

Learn The 5 Keys To Maximizing Profits in Any Market

1. Find Bulls & Bears With Chaikin Power Gauge and Chaikin

Relative Strength

2. 3 Indicators that Predict Future Price Movement

3. Dramatically improve your Timing with Buy/Sell Signals

4. Use Earnings Season to Supercharge Your Profits

5. Avoid Land Mines that Destroy Portfolios


Netted $17,408 profit this morning:

"I have found more success in the past two weeks using Chaikin than I have had

the rest of the year . . . 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, risking $7,168 and netted $17,408 profit this morning” - Mike T., 7/29/15


Experts


Individual Investors Agree

“I’m a cheap bastard but I subscribed to Chaikin …made $2,260 in a week

and a half!

Chaikin Analytics is Invaluable!”

“I love the product. Chaikin has really helped me find winners and get out

of positions that were rolling over.”

“I made +106% on the CPA put in less than 48 hours. Missed the KSS

trade. I’m a happy camper.”

“On Monday I took CLDX trade from the this week’s hotlist. In 1 day I

made 400% profit. Thanks very much, CLDX 21 put buy 0.95. Sold 3.80”

Chaikin Power Gauge - Reliable

Simple but Powerful


Technicals

• Price Trend

• Price Trend Rate of Change

• Chaikin Money Flow

• Relative Strength vs. Market

• Volume Trend

Financials

• LT Debt to Equity Ratio

• Price to Book Value

• Return on Equity

• Price to Sales Ratio

• Free Cash Flow

Earnings

• Earnings Growth

• Earnings Surprise

• Earnings Trend

• Projected P/E Ratio

• Earnings Consistency

Chaikin Power Gauge RatingClear summary of a stock’s potential - with a record of success

Experts

• Earnings Estimate Trend

• Short Interest

• Insider Activity

• Analyst Ratings

• Industry Relative Strength


Like a GPS for Stocks


Power Gauge Ratings: Life To Date

Model Performance

1/2/99 - 6/30/15

(all returns annualized)

• Includes Test Period &

Real World results7.43%

0.18%

3%

7%

13%

21.21%

0

6

12

17

23

Annualiz

ed R

etu

rn%

Life to Date

Avg Stock +9.26%

Russell 3000 stock universe. Annualized return by

rating group vs benchmark, 4-week rebalancing.

Results are equal-weighted. Russell 3000 ETF is cap-

weighted. Both include dividends.


Power Gauge Ratings: Last 12 months

Model Performance

7/1/14 - 6/30/15

Russell 3000 stock universe. Annualized return by rating group vs benchmark, 4-week rebalancing.Results are equal-weighted. Russell 3000 ETF is cap-weighted. Both include dividends.

7.06%

-2.69%

0.26%

1.49%

4.52%

9.89%

-4.0

-0.3

3.5

7.3

11.0

Annualiz

ed R

etu

rn%

TTM thru Q2 2015

Avg Stock +2.78%


18 month performance vs. benchmarks 4/1/14 - 9/14/15

NASDAQ Chaikin Indexes – Launched 4/1/2014

Nasdaq

Benchmark

Nasdaq/

Chaikin IndexIncrease in Return

Large Cap +4.53% +9.05% +452 bps

Small Cap -1.02% +5.45% +647 bps

Dividends -3.20% +4.13% +733 bps

Nasdaq partnered with Chaikin to overlay our ‘Enhanced Alpha’ strategies on popular Nasdaq indexes.

These co-branded indexes will serve as the basis for investible products.

In year 1, all 3 Chaikin indexes - which are unmanaged -

outperformed their benchmarks returning 49% to 76% more.


1. Find Bulls & Bears With Chaikin Power Gauge and

Chaikin Relative Strength





The 5 Keys To Maximizing Profits in Any Market


• Power Gauge Rating Bullish

• Relative Performance Strong

• Chaikin Money Flow Strong

What to Buy: Chaikin Classic Bulls

Market agrees with the Model


• Power Gauge Rating Bearish

• Relative Performance Weak

• Chaikin Money Flow Weak

What to Sell: Chaikin Classic Bears



Finding Bullish and Bearish Stocks


1. Find Bulls & Bears with Chaikin Power Gauge and Chaikin Relative Strength


• Dynamic Duo

• Personality Changes

• Chaikin Money Flow


4. Use Earnings Season to Supercharge Your Portfolio




1 - The Dynamic DuoChaikin Power Gauge Rating and Chaikin Relative Strength

• The Dynamic Duo finds big

Winners and Losers

• Relative Strength stands

alone as a bullish or

bearish indicator

• Superior returns come

from stocks that

outperform the market



CMF stays negative




CMF stays negative




CMF stays negative


2 - The Key to Making and Keeping ProfitsSpotting Personality Changes

Bearish Personality ChangeBearish Personality Change

CMF stays negative

Bullish Personality Change


Institutions Fly Under the Radar

3 - Monitor stealth buying and selling with Chaikin Money Flow

Stealth Accumulation

Stealth Distribution

Bearish Personality ChangeBearish Personality Change

CMF stays negative

Bearish Personality Change

CMF stays negative


1. Find Bulls & Bears with Chaikin Power Gauge and Chaikin

Relative Strength


3. Dramatically Improve Timing with Buy/Sell Signals





A DISCIPLINE

based on proven

analytics, gives

you

conviction…better

than trading on

EMOTIONS

To Trade More Profitably: Follow the signals


A DISCIPLINE

based on proven

analytics, gives

you

conviction…better

than EMOTION.

To Trade More Profitably: Follow the signals


Dashboard Alerts in Chaikin Analytics 8/13




$8k In 2 Days

“Just wanted to thank you for the word on ESL. Bought puts

on Wednesday for $1,700 and sold them this morning for

$10,200! That's awesome!”

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



Relative Strength



4. Use Earnings Season To Supercharge Your Profits




Winning Earnings Plays – Long and Short

Netflix Puts 2014: +50x in one day


A Quick $21,500 Profit

“Using the Upcoming Earnings Ideas in Chaikin Analytics, Netflix

had a very Bearish rating… bought 3 put contracts before

earnings on 10/15 for $22.20 and sold the day after earnings for

$93.90. A quick $21,500 profit.”

– J.V., Chaikin Analytics subscriber


Market agrees with the ModelMarket agrees with the Model







Relative Strength

2. The 3 Indicators that Predict Future Price Movement


4. Using Earnings Season to Supercharge Your Profits

5. Avoid Land Mines That Destroy Portfolios

The 5 Keys To Outperforming The Market


Good Defense Leads to Good Offense”It’s the stocks you don’t own that matter”





CMF stays negative



CMF stays negative




Now You Know

The 5 Keys To Maximizing your Profits in Any Market

1. Find Bulls & Bears with Chaikin Power Gauge and Relative Strength

2. Rely on 3 Indicators that Predict Future Price Movement

3. Dramatically Improve your Timing with Buy/Sell Signals




• Strong Groups = Tailwinds: Long Profits

• Weak Groups = Headwinds: Short Opportunities

ETF Sector & Group Strength or WeaknessBonus Key to Profits


Make Profits in Strong Sectors

Negative Personality Change




CMF stays negative




CMF stays negative


Next Steps To Success

1. Reserve Your Free Professional Training Session

2. Get Our Daily & Weekly Market Insights

3. Sign Up for Personal Coaching Sessions

4. Apply The Chaikin Methodolgy To Your Strategy


Chaikin Analytics:

Your Fast Track to Financial Freedom


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Turbo charge your profits

* Chaikin Market Insights Weekly Newsletter

* Small group tutorials to help you set up and use all the

features

* Subscriber-Only Open Forums, live bi-monthly Q&A

sessions

* John Schlitz’s Daily Morning Insights

New Options Functionality


Invaluable: Market Insights

CHAIKIN MARKET INSIGHTS – July 26, 2015

Bearish Stock of the Week – Yelp Inc. (YELP) – 34.56

Yelp Inc. has a very bearish Chaikin Power Gauge rating and reports its

2nd quarter earnings after the close on Tuesday July 28. When YELP

reported their 1st quarter earnings in late April, the stock dropped over

20% on disappointing engagement numbers.

Buy put options on YELP ahead of Tuesday’s earnings.



Netted $17,408 profit this morning:

"I have found more success in the past two weeks using Chaikin than I have had

the rest of the year . . . I had the biggest winner of the year today on Yelp

earnings (based on Marc's Bearish play of the week). I risked $7,168 and

netted $17,408 profit this morning” - Mike T., 7/29/15

Almost Tripled My Money Today!

“John thanks so much for RMBS (Rambus Inc.) today. Almost tripled my money on this inone day. I realize it may go lower but this was a great call. Thanks!!!”

- A.P., 9/16/15

If All


10x Return In 5 Days!

"In the 5 business days that I have been using Chaikin Analytics, I have paid for the subscription over ten fold. These initial results are nothing short of astounding. “

—GC, 6/4/15

Will YOU Be OurNext Success Story?


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Economy & Finance

Navigating Volatility in the Stock Market