Avoid the 5 biggest Mistakes Investors Make with Sandy Betner Chaikin
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From Novice to Knowledgeable: How to Avoid The 5 Biggest Mistakes Investors Make Sandy Chaikin April 27, 2015
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Transcript of Avoid the 5 biggest Mistakes Investors Make with Sandy Betner Chaikin
From Novice to Knowledgeable: How to Avoid The 5 Biggest
Mistakes Investors Make
Sandy ChaikinApril 27, 2015
2
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
You’re About to Discover…
How To Take Control of Your Financial Future by Avoiding the Biggest Mistakes Investors Make
So You Can …
Gain confidence and ….
have Peace of Mind
And …
Make More
Money!
So you can afford to spend more time doing what you want
Why Listen to Sandy:
• Novice 3 years ago
• Now find winning stocks (LUV & SWKS in 2014)
• Beat most pros and S&P
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
The 5 Biggest Mistakes Investors Make:
1. Lack confidence
2. Trade on emotion
3. Don’t have the right tools
4. Hold a stock too long
5. Don’t take advantage of volatility around earnings reports
1. Lack Confidence
• Only 37% of women feel confident in making financial decisions
• Men don’t let their doubts stop them as often as women do
2008
• Advised to hold, not sell
• Portfolio down 40%
• Lacked confidence to over-ride financial advisor
No more professional money managers!
My Solution: Chaikin Analytics
A disciplined approach
Skyworks (SWKS) +156% in 2014 … Sky High!
Testimonial
Thanks!
“I am thrilled that I got the heads up to go long SWKSbefore earnings the first week I subscribed to the
service. That trade paid for my entire yearly subscription. And I want to compliment you on your
user friendly App.
‒ Penny 7/21/14 Chaikin Analytics Subscriber
2. Trade on Emotion
Warren Buffet says:
“Investors should be fearful when others are greedy, and greedy only when others are fearful.”
Southwest – Didn’t Get Spooked
What I Buy: Classic Bulls
• Strong Industry Group• Power Gauge Rating Bullish• Relative Performance Strong • Chaikin Money Flow Strong
Bought Dr Pepper at $65
Bought Norcraft same day I sold DPS
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
In Control vs. Panic!
3. Don’t Have the Right Tools: Poor Performance
• Last 30 years, average investor in mutual funds made 3.8% a year vs. 11.1% in S&P 500
• Over past decade, median returns for men and women 7.3%
Solution: Use a Proven Methodology
The Chaikin Power Gauge
Simple but not Simplistic
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
Quoted by and seen on…
Stock of the Week 02.01.15
Bought Centene 2/2/15
Bought Teleflex 3/18/15
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
4. Hold A Stock Too Long
(add basic chart w/price going
down)
When I Know To Sell:1. Power Gauge turns neutral, and another indicator turns
negative
2. Chaikin Sell Signal
3. Price drops below orange line (proprietary long term
trend line)
4. Stop loss – 10%
When To Sell: Classic Bears • Power Gauge Rating Bearish• Price Trend Down • Relative Performance Weak• Chaikin Money Flow Weak• Price Overbought
Coca Cola
Pandora Media
Full Disclosure: Google
Netflix: 10/15 Earnings Play
Testimonial
Quick $21,500 Profit
“Using the Upcoming Earnings Ideas in Chaikin Analytics, Netflix had a Very Bearish rating…Bought three put contracts before earnings on 10/15 for $22.20 and sold the day after earnings for $93.90. A quick $21,500 profit”– JV.”
‒ John V, Chaikin Analytics Subscriber
5. Don’t Take Advantage of Volatility Around Earnings Reports
Earnings Play: BABY
ABC: Reports Thursday, April 30
Bonus: Use Industry Group Strength
Industry Group: Medical Care
Buy Signal: Quintiles Transnational
Buy Signal: Medidata Solutions
Send Us Your Feedback.get.chaikinanalytics.com/feedback
“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
Recap: The 5 Biggest Mistakes Investors Make:
1. Lack confidence
2. Trade on emotion
3. Don’t have the right tools
4. Hold a stock too long
5. Don’t take advantage of volatility around earnings reports
So, What is Your Next Step?
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
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
What Chaikin Adds …
And…
Free Benefits: Chaikin Insights
NEW!
Stocks of the Week
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
Power Gauge Reports
Portfolio Health Check
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
Real World Qtr Price $550Webinar Special
Expires Midnight (EDT) Wednesday 04/29/15
Only $399www.chaikinanalytics.com/sandy
Offer Code: SANDYQTROr contact 877-MYPORTFOLIO
Start Investing Smarter NowGet $$$ in Added Value
• 3 month quarterly subscription to Chaikin Analytics – get 3 months for price of 2!
• Subscription to Chaikin Power Suite – $150 value!
• 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
Chaikin Analytics
•
www.chaikinanalytics.com/sandy
Offer Code: SANDYQTRExpires Midnight Wednesday, April 29, 2015
Or contact: [email protected]
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Sandy Betner Chaikin
