Marc Chaikin’s company has made a name for itself as a sophisticated research publisher. But do its insights and stock research tools really live up to their reputation? Check out my Chaikin Analytics review for a look into this elite publisher and its entry-level newsletter, Power Gauge Report.
What Is Chaikin Analytics?
Chaikin Analytics is a research publishing powerhouse known for its proprietary software, stock and ETF screeners, and technical indicators.
The publisher was founded back in March 2011 by Marc and his wife, Sandy, under the banner Chaikin Power Tools. Other notable members of the team include Pete Carmasino and Marc Gerstein.
This company offers a range of top-tier services, including:
- Power Gauge Report
- Power Gauge Investor
- Chaikin Analytics System
- Chaikin PowerTactics
There’s also a free newsletter, Power Feed, that delivers daily analysis, stock ideas, earnings updates, and more.
Each service has its own investing angle, but all the analysis incorporates the Chaikin Power Gauge system’s findings (more on this later).
In terms of pricing, Power Gauge Report is the most accessible of the bunch. The newsletter also comes with one-year access to the Power Pulse System.
I’ll dig into the whole package a little further on, so stay tuned.
Sound like a good fit? Sign up to Power Gauge Report + save 75%
What Stocks Does the Company Recommend?
As mentioned, Chaikin Analytics typically recommends stocks that rate highly through its proprietary software.
That’s just one piece of the puzzle, however. The team study’s a variety of factors before recommending a position.
Their research report, The Power Gauge: How to Double Your Money on the Best Stocks, offers an in-depth look into their criteria. It could be a great place to start if you’re looking to learn how to put the ratings system to work in your own portfolio.
Each stock-picking service taps into different opportunities. Power Gauge Report, for instance, searches for mid to large-cap stocks, while Power Gauge Investor dials in on small caps.
Chaikin PowerTactics, on the other hand, recommends positions that the team believes could provide up to 5X upside potential.
Now that you know more about the publisher, let’s check out its coveted rating system.
What Is the Chaikin Power Gauge?
The Chaikin Power Gauge is a proprietary stock rating system that leverages 20 fundamental and technical factors to gauge the future outlook of 4,000+ stocks/exchange traded funds (ETFs).
And these factors are spread across four distinct categories:
- Financials
- Earnings
- Technicals
- Experts
One of the system’s metrics includes Marc’s proprietary indicator, the Chaikin Money Flow (CMF). He developed it back in the 80s to better measure “the accumulation (buying pressure) vs. distribution (selling pressure) of a stock over time.”
After analyzing the stock or ETF, the system provides a rating: Very Bullish, Bullish, Very Bearish, Bearish, or Neutral.
It is important to keep in mind that the ratings do not offer buy or sell recommendations. Timing is still a crucial factor to consider.
As mentioned, a membership to Power Gauge Report comes with a really helpful special report that breaks down in detail how to put the system to work. This includes timing an entry or exit.
I’ll run a stock through the Power Pulse software to give a demonstration of how the ratings work.
The info is members-only, so I can’t tell you what the stock is. However, if you sign up for Power Gauge Report, you’re free to scout out high-potential opportunities like this.
To start, simply type in a stock ticker or company in the search bar, and you’ll get an instant overview. Then the software displays an overall rating.
In this case, the system offered a Very Bullish rating.
The bottom box offers a breakdown of why the stock locked in its overall rating.
A little further down, you’ll find a chart showing price trends from one month to five years back.
It’s neatly organized and also tracks Chaikin Money Flow, as well as Relative Strength. One of the system’s strong suits is its slick interface and intuitive design.
Below the chart are the four categories with five separate indicators.
Let’s kick it off with Financials:
- Long-Term Debt to Equity
- Price to Book
- Return on Equity
- Price to Sales
- Free Cash Flow
This is what the rating looks like…
This category covers most of the info you might find on basic technical charts. A big plus is the blurb in the top-right corner that explains why a company earned its financial rating.
Next up is Earnings factors:
- Earnings Growth
- Earnings Surprise
- Earnings Trend
- Projected P/E
- Earnings Consistency
The company I looked at earned a solid Bullish rating. By scrolling a little further, there are some additional charts that cover Annual EPS, Quarterly EPS, Earnings Announcement, and Annual Revenue.
Time to head over to Technicals:
- Relative Strength
- Chaikin Money Flow Indicator
- Price Strength
- Price Trend ROC
- Volume Trend
A lot of the data here is something you’d find in a standard stock price chart, but the real draw is that top-right box mentioned earlier. Beginners who get lost in the data could appreciate a succinct breakdown in plain English.
Last but not least is Experts:
- Estimate Trend
- Short Interest
- Insider Activity
- Analyst Rating Trend
- Industrial Relative Strength
This particular rating could offer a good gauge of market sentiment, and the Wall Street Consensus is especially helpful.
Keep in mind that the stock I’m checking in on is viewed favorably by the system. But it can also warn about companies that might be about to slip.
All in all, the Power Pulse software is a solid tool for vetting opportunities and an excellent addition to the Power Gauge Report.
There’s no such thing as a stock market crystal ball that knows when prices are about to rise and fall, but it’s clear that the Power Gauge has a knack for identifying opportunities with potential.
Now that you know more about Chaikin Analytics and its advanced rating system, let’s switch gears and check out Marc’s credentials.
Tap into the Power Gauge Today
Who Is Marc Chaikin?
Marc Chaikin is an investment researcher who spent over 40 years on Wall Street.
During his decorated career, he worked as a trader, analyst, and head of the options department for a major firm.
He’s developed several tools and indicators used by big wigs on The Street and everyday folks.
In fact, he even created the first real-time analytics workstation for portfolio managers and stock traders.
His success in the financial markets has drawn the attention of many media figures. CNBC’s Mad Money host, Jim Cramer, had this to say about Marc’s stock-picking abilities:
“I learned a long time ago not to be on the other side of a Chaikin trade… I want to explain why I love Marc’s stuff. It’s simple, it’s understandable, it’s rational, it’s not emotional, and I use it constantly and I almost never want to go against it.”
— Jim Cramer, host of CNBC’s Mad Money
Marc also collaborated with Nasdaq and IndexIQ to develop three ETFs based on his groundbreaking stock-rating approach.
As part of the celebration, he rang the Nasdaq opening bell, which is typically reserved for the most renowned investment experts.
Track Record
Marc and his Power Gauge have accurately predicted many market events over the years. They have also spotted stocks with serious upside potential.
In 2021, his team’s work identified four separate stocks with the potential to 2X an investment. These include Occidental Petroleum, NexTier Oilfield Solutions, CONSOL Energy, and Alcoa Corporation.
As you can see, the Power Gauge has a knack for pinpointing opportunities with profit potential. However, the software can also help warn about markets or stocks that could sour.
Back in April 2022, Marc warned that he spotted signs a bear market was looming overhead just before the S&P 500 fell by 20%.
He and his team’s research also pointed to the 2020 stock market crash, when Covid-19 was barely talked about by the press. This also included a warning about 21 different stocks that later dropped by up to 81% in the fallout.
Among them were Beyond Meat, Draft King, Fiverr International, and RingCentral.
With a track record like this, it’s no wonder why many on Wall Street consider Marc a living legend.
It’s important to keep in mind that these results are not typical, and past performance is not an indicator of future results.
Still, these examples give an idea of what is potentially at stake with a talented researcher and powerful software in the mix.
What Is Power Gauge Report?
The Power Gauge Report is an investment newsletter led by Marc Chaikin and published by Chaikin Analytics.
Some perks include monthly recommendations, access to the Power Pulse system, bonus reports, and more.
The Power Pulse is a stock and ETF rating tool that’s accessible to members throughout their subscription. This is the same feature shown earlier.
What Comes with the Service?
Power Gauge Report subscriptions are packed with valuable resources and trading tools.
Read on for a breakdown of each one.
12-Month Subscription to Power Gauge Report Newsletter
Each month, the newsletter provides one carefully vetted trade idea along with supporting research and market commentary.
New issues are delivered on the third Thursday of every month.
The Chaikin Analytics team casts a wide net with its investment ideas. Though, they gravitate toward mid and large caps.
Some sectors they analyze include energy, technology, automotives, agriculture, and more.
Trade ideas come with commentary and the occasional warning. It’s a good place to get the team’s take on where the market could be moving next (good or bad).
Members also receive sell alerts. Sell alerts occur when the team believes it’s time to cash in on a stock or the original investment thesis changes.
Model Portfolio
The model portfolio contains all the team’s active positions.
When a new pick is added to the lineup, it’s immediately placed here.
There are all the basic bells and whistles you might expect, buy price, stop loss, stock tickers, and more.
Something I really appreciate is that you can click on the company name, and it will redirect you to the corresponding buy recommendation.
If you’re someone who wants to thoroughly vet all your trade ideas, this feature makes the process much more streamlined.
Power Pulse System
The rating system is easily my favorite part of the package.
If you prefer self-directed investing, this is a powerful tool for DIY research.
Members can access the Power Pulse System through the Chaikin Analytics website. Even better, it runs right through your browser.
There are a few big benefits to this.
For one, it doesn’t need to be downloaded. Anyone using Power Gauge ratings on multiple devices could really appreciate that.
Secondly, the computing is done on the other end, which could make it less resource intensive for devices.
Let’s dig a little deeper into how the stock ratings actually work.
Access these features and more for 75% OFF
New Member Bonuses
Subscriptions don’t just stop at the newsletter and the advanced stock and ETF ratings system.
Check out all the bonuses below.
Four “Power Picks” for Retirement
The team has identified four stocks that they believe could provide a strong foundation for a retirement portfolio.
Unlike their standard stock picks, these recommendations have a much longer investment horizon.
They go so far as saying that these could be buy “and hold forever” companies.
Anyone interested in stocks with strong growth potential for the long haul might want to hit this resource first.
The Power Gauge: How to Double Your Money on the Best Stocks
This report breaks down how to use the Power Gauge and analyze stocks like some of the brightest minds on Wall Street.
Some topics covered include timing an entry and exit, predicting where a stock could move next, and what smart money looks for in an investment.
The report also breaks down why Marc and Chaikin Analytics play favorites with technical analysis over other strategies.
It’s a fantastic primer for members looking to learn how to put the power gauge to use.
100% Satisfaction Guarantee
New Power Gauge Report members have 30 days on sign-up to take the service for a test spin.
If you decide that it’s not a good fit, you can get a refund on the subscription cost.
This typically isn’t a long enough window to see a position to its conclusion.
However, it does offer enough time to try out the advanced rating system and gauge the quality of insights.
A 30-day refund is on par with many newsletters of its kind, so I wouldn’t typically give extra points for including one.
That said, a month of access to the Power Pulse system could uncover even more opportunities than many alternative services.
Sign up under Marc’s guarantee
Is Chaikin Analytics Legit?
The Chaikin Analytics platform offers a legit range of fantastic services and tools.
The company’s founder, Marc Chaikin, has been in the business for over 40 years and has built a firm reputation as a trusted analyst.
Since its inception, this publisher has amassed an impressive catalog of services that could appeal to both novices and experts.
Few companies in the investment research space have their own software to help members find their own opportunities, so Chaikin Analytics has an edge here.
Power Gauge Report Pros and Cons
Chaikin Analytics and its entry-level newsletter are a powerful combination, but there are some drawbacks to consider.
Pros
- Newsletter has a great price with 75% discount
- Access to advanced ratings system for an entire year
- Easy-to-use software
- Focuses on a broad range of sectors
- Stock picks include mid to large-cap stocks
Cons
- No community features
- Doesn’t include shorts or options
Power Gauge Report Pricing
An annual subscription to Power Gauge Report typically costs $199. However, Chaikin Analytics is currently running an introductory deal that drops the price tag by 75%.
This means that new members can join for just $49.
Even better, there are no trade-offs when opting to use the discount. Members receive everything mentioned in this review, including a full year of the newsletter and Power Pulse System.
All in all, this is a solid deal, especially when taking the 30-day refund period into account.
It’s important to note, however, that this is an introductory deal. The subscription renews at $199 for the next year of service.
Is This Publisher Right for Me?
Chaikin Analytics’ insights are well suited for folks who prefer stock picks based on fundamental and technical indicators.
The ratings system isn’t the only metric the team uses to gauge the value of a stock. However, it’s one of the first.
For the Power Gauge Report, recommendations target companies that could perform well within a six to twelve-month period.
So anyone searching for a combo of mid to long-term recommendations is in good company.
On the other side of the coin, this newsletter is not a good fit for day trading.
Is Chaikin Analytics Worth It?
Chaikin Analytics is a great publisher, and its services are worth the price of admission.
The Power Gauge Report is one of the most accessible out of the lineup.
Given the introductory rate of $49 for the first year, stock picks, and access to its advanced ratings system, this suite could be a great place to test out the publisher’s insights.
Plus, it’s all backed by a 30-day refund window.
There’s a little bit of a learning curve to understanding exactly how the Power Pulse system works. But the extra resources make it a lot easier to grasp.
All in all, Chaikin Analytics and Power Gauge Report provide quality analysis.
I recommend keeping an eye on both if you’re in the market for solid insights and an easy-to-use stock-rating system.
That’s it for my review. Sign up to Power Gauge Report + SAVE 75%
Chris Dios is an American writer and entrepreneur from New Jersey. Chris began investing back in 2018, and he specializes in swing trading, fundamental analysis, and long-term investing.
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