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Chaikin Hot Lists

Chaikin provides various types of Hot Lists as a source of potential investment ideas. Some are automatically calculated, and some are curated manually, as described below. The investor should always carefully apply their own selection criteria before deciding to take a position in any names.

Featured Bulls & Bears

Featured Bulls & Bears provide direct access to the highest-quality long and short ideas in the Chaikin system, identifying powerful patterns emphasized in the “Chaikin Investment Approach”.

These are illustrated in the Finding Longs and Shorts with Chaikin document, in PDF form.

Classic Bulls & Bears

These answer the question “How do I find the best of the many Very Bullish and Very Bearish stocks in the system at any given time?”

Classic Bulls look for stocks which have had strong intermediate-term upside momentum which is likely to continue.

AMWD – Classic Bull example.

Inclusion Criteria
  • Very Bullish Power Gauge Rating
  • Strong Industry
  • Strong intermediate-term performance
  • Not yet overextended
  • Strong Chaikin Money Flow
  • Strong Relative Strength
  • Persistency of Bullish Rating

Classic Bears look for stocks which have had intermediate-term downside momentum which is likely to continue.

CNX – Classic Bear example.

Inclusion Criteria
  • Very Bearish Power Gauge Rating
  • Weak Industry
  • Weak intermediate-term performance
  • Not yet broken down too far
  • Weak Chaikin Money Flow
  • Weak Relative Strength
  • Persistency of Bearish Rating

Certain status and quality criteria must be met, and a maximum of 10 stocks in any individual Industry Group is enforced.

These lists are generated at the beginning of each week, with stocks that no longer meet the criteria weeded out daily.

Bullish & Bearish Turnarounds

These are stocks which have had upside or downside momentum, with a sustainable reversal. They attempt to identify stocks (longs or shorts) earlier in their moves, where the Power Gauge may not yet indicate this. Of course, these should be approached with more consideration and with appropriate stoplosses.

Bullish Turnarounds are stocks which have been have been out of favor, have made a base, and have given an indication of a sustainable upside reversal. These can be rated Bullish or Neutral, and there is no filter on Industry Group.

Inclusion Criteria

1 – Weak Intermediate-term performance with:

  • Bearish Power Gauge Rating
  • Weak Chaikin Money Flow

2 – Power Gauge Rating becomes Bullish or Neutral

  • Stock crosses over its long-term trend OR
  • Relative Strength turns positive OR rises
  • Chaikin Money Flow becomes strong
  • Stock not yet too far above long-term trend

Bearish Turnarounds are stocks which have had strong intermediate-term performance, which have begun to reverse to the downside.

These may be stocks which have broken down below their long-term trend, or which have retraced from a significant intermediate-term high. These must be Bearish stocks and may be in any Industry Group. While Bullish Turnarounds require more confirmation that a reversal is in progress, Bearish Turnarounds attempt to identify stocks earlier in a move, as downside reversals tend to occur more quickly and steeply than upside reversals.

Inclusion Criteria

1 – Strong intermediate-term performance with:

  • Bullish Power Gauge Rating
  • Strong Chaikin Money Flow

2 – Power Gauge Rating turns Bearish

  • Stock crosses over its long-term trend OR
  • Retraces from intermediate-term high
  • Chaikin Money Flow becomes Weak
  • Relative Strength turns negative or falls
  • Chaikin Money Flow turns weak
  • Stock not yet too far below long-term trend

Bullish & Bearish Turnarounds are meant to identify reversals as they are occurring, and are updated every day.

Certain status and quality criteria must be met.

Signals

Hot Lists for each of the 6 pairs of Chaikin Buy/Sell Signals. (Updated daily.)

    • Oversold Buys/Overbought Sells
    • Money Flow Buy/Sells
    • Momentum Breakout/Breakdowns
    • Reversal Buy/Sells
    • Rel Strength Buy/Sells
  • Rel Strength Breakout/Breakdowns

Signal Hot Lists include all stocks with a Signal active today with valid Chaikin Power Gauge Rating today and 12 weeks ago.

    • All Bullish Buys. Bullish and Very Bullish stocks with a Chaikin Buy Signal today, filtered for quality.
    • All Bearish Sells. Bearish and Very Bearish stocks with a Chaikin Sell Signal today, filtered for quality.
  • All Signals. All stocks with a Chaikin Buy or Sell Signal today.

Detail on Signal calculations can be found in the Signals section.

Indicator Hot Lists

Up to 20 stocks with Strongest and Weakest Money Flow Persistency and Relative Strength. (Updated daily.)

    • MF Persistency Strongest. Strongest stocks by 120-day Persistency of Chaikin Money Flow.
    • MF Persistency Weakest. Weakest stocks by 120-day Persistency of Chaikin Money Flow.
    • Rel Strength Strongest. Strongest stocks by Chaikin Relative Strength.
    • Note: These are momentum stocks likely to have had significant moves, and should not necessarily be considered immediate Buy candidates without other confirming indications.
  • Rel Strength Weakest. Strongest stocks by Chaikin Relative Strength.
Inclusion Criteria
    1. Only look at Active stocks with valid Power Gauge Rating today and 12 weeks ago.
    2. Stock must pass system Global Filter criteria:
      • Close > 3
      • AvgVol20 > 25000
      • MktCap > 50 million
    3. Apply rules to balance Large Cap (> $10 billion Market Cap), MidCap ($1b-$10b), and Small Cap (< $1b) names.

Power Gauge Hot Lists

All of the following are updated daily.

    • All Bullish/Very Bullish Stocks. All stocks with a current Power Gauge Rating of Bullish or Very Bullish.
    • All Bearish/Very Bearish Stocks. All stocks with a current Power Gauge Rating of Bearish or Very Bearish.
    • Turned Bullish This Week. Stocks which have become Bullish or Very Bullish since the end of the previous trading week.
    • Turned Bearish This Week. Stocks which have become Bearish or Very Bearish since the end of the previous trading week.
    • Very Bullish Stocks. All stocks with a current Power Gauge Rating of Very Bullish.
  • Very Bearish Stocks. All stocks with a current Power Gauge Rating of Very Bearish.

Factor Mover Hot Lists

Up to 20 stocks with significant positive and negative recent changes in important Power Gauge factors (Updated daily.)

    • Analyst Rating Trend Gainers/Losers. Stocks with largest positive or negative changes in Analyst Rating Trend factor since the end of the previous trading week.
    • Earnings Estimate Gainers/Losers. Stocks with largest positive or negative changes in Earnings Estimate Trend factor since the end of the previous trading week.
    • Insider Activity Gainers/Losers. Stocks with largest positive or negative changes in Insider Activity factor since the end of the previous trading week.
  • Short Interest Gainers/Losers. Stocks with largest positive or negative changes in Short Interest factor over the previous month.
Inclusion Criteria
    1. Only look at Active stocks with valid Power Gauge Rating today and 12 weeks ago.
    2. Stock must pass system Global Filter criteria:
      • Close > 3
      • AvgVol20 > 25000
      • MktCap > 50 million
    3. Only include stocks with a valid factor value today and end of prior calendar week.
    4. Include up to 20 stocks with the biggest gain/loss in the specified factor since end of last calendar week, where:
      • Positive change > 20 points in factor value, with current value > 60.
      • Negative change < -20 points in factor value, with current value < 40.

Earnings Hot Lists

    • Bullish/Bearish Estimate Revisions. Stocks with Bullish or Bearish Estimate Revision Alerts today (Updated daily.)
    • Bullish/Bearish Earnings Surprises. Stocks with Bullish or Bearish Earnings Surprise Alerts today (Updated daily.)
  • Upcoming Earnings Ideas. Selected stocks reporting Earnings this week (Updated Sundays.)

More detail on Alerts can be found in the Alerts section.

Other Hot Lists

    • Canadian Interlisted. US stocks also listed on the Toronto Stock Exchange. Does not include ‘venture stocks’. (Updated quarterly).
    • Chaikin Low Beta Growth UIT. Unit Investment Trust portfolio of low-Beta growth stocks selected based on Chaikin methodology, for 1-year performance from December 2015.
    • Chaikin Recent Bulls / Bears. Bullish or Bearish stocks mentioned in recent Chaikin Market Insights commentary. (Updated weekly.)
    • Closed End Funds. US-listed Closed-End Funds.
    • Dividend Champs. Selected stocks with a recent history of high dividend yields. Can be used as a starter universe for a yield-based strategy. (Updated quarterly.)
    • ETFs – Top 100. Top 100 Exchange-Traded Funds by Volume (Updated monthly.)
    • ETNs. US-listed Exchange Traded Notes.
  • Master Limited Partnerships. Publicly traded holding companies in real estate, natural resources, and commodities.