Chaikin Analytics provides the following types of Bullish & Bearish Alerts:
|Power Gauge Alerts||Stocks whose Power Gauge Rating has become Bullish or Bearish as of a result of the most recent update.|
|Earnings Surprise Alerts||Companies which have reported quarterly earnings different from the analyst consensus estimate.|
|Estimate Revision Alerts||Companies whose consensus earnings estimate for the upcoming quarter has changed (by at least $.02 and 2%).|
Note: Alerts are processed between market close and the following open and are available each morning, except Earnings Surprise Alerts which update multiple times during the trading day.
Earnings Surprise and Estimate Revision Alerts are based on Zacks BNRI methodology (‘before non-recurring items’).
Power Gauge Alerts
Power Gauge Ratings are updated before each trading day, generally by 7:30am EST. Alerts are generated for any stock which has become Bullish or Bearish as a result of the update. (Note: there is no Alert if a Bullish stock moves to “Very Bullish” or a Bearish stock moves to Very Bearish).
Date: The effective date of the alert – generally, the date of calculation.
Earnings Surprises can be a primary driver of volatile market activity.
Chaikin Analytics receives quarterly Earnings announcements multiple times during the trading day. Stocks where the actual reported quarterly EPS differs from the consensus estimate generate an Earnings Surprise Alert.
We have found that stocks with Very Bearish Power Gauge ratings are at higher risk for negative earnings surprises, and the converse is true for Very Bullish ratings. This is because Power Gauge factors, such as those in the Expert Opinions component, look at the activity of various market participants like Analysts, Short Sellers, and Company Insiders who may have a more accurate picture of a company’s earnings dynamics. You can use this fact to help position you ahead of earnings announcements.
Date: Date of the earnings announcement.
Price: Actual reported quarterly EPS.
Est: Consensus estimate quarterly EPS.
Pct: Percent difference between Estimate and Actual.
Changes in analyst Earnings Estimates can also be significant drivers of market activity.
Chaikin receives consensus quarterly estimates nightly after each weekday, and generates Estimate Revision Alerts when the new estimate differs from the previous estimate by more than 2 cents per share (and 2%).
Date: The date the Alert was calculated.
Old: Previous consensus earnings estimate for upcoming quarter.
New: New consensus earnings estimate for upcoming quarter.
Pct: Pct difference between Old and New estimate.
Manage Stock Alert Emails
Select ‘Manage stock alert emails’ from the Alert View to start, stop, or configure your daily stock alert email.
Setting up Stock Alert Email
Chaikin Analytics allows you to receive a daily email of personalized stock alerts, if you enable this option. Select the global “Alert Email” icon, or the “Manage stock alert emails” link from the Watchlist Alert View to manage this email.
Decide if you want alerts on both a User List or Market List (index)
Indicate your preference by clicking the right side of the switch to turn on alerts for the type of lists you prefer. Then click next to see your selection options.
Choose your list and specific alert types
If you turned on User List Alerts, you will then be presented with the following screen that will allow you to select from any of your existing lists to be alerted on. Note, that you will only be able to select one user list to receive alerts.
If you also turned on Market Alerts you will be presented with the following screen that will allow you to select one index from the following list on which to receive Chaikin alerts:
- DIA – Dow 30
- QQQ – Nasdaq 100
- SPY – S&P 500
- IWB – Russell 1000
- IJR – SP600 Small Caps
Save your changes
The final set-up screen will display the email address to which your alerts will go, after which you can save your preferences by clicking “Save”. You will get your email starting the next trading morning around 8:00 am.