General
The services on this site are provided by William O'Neil + Co. Incorporated, an investment advisor registered with the State of California and certain other states. We only offer investment advisory services in jurisdictions where it is lawful for us to act as an investment advisor.
Analyst Certification
The analysts primarily responsible for preparing the report certify that: (i) the views about the companies and their securities expressed in the report accurately reflect his/her personal views, and (ii) no part of his/her compensation was, is, or will be, directly or indirectly, related to specific recommendations or views expressed in the report.
No Investment Banking
William O’Neil + Company and its affiliates do not engage in investment banking and do not make a market in any securities. Neither William O’Neil + Company nor any of its affiliates have, during the past 12 months, received any compensation from any of the companies discussed in the research reports produced by William O’Neil + Company. None of the companies discussed in such reports are, or have been during the past 12 months, clients of William O’Neil + Company or its affiliates.
Proprietary Positions
William O’Neil + Company does not maintain proprietary positions in any securities. Employees of William O’Neil + Company and/or affiliates may now or in the future own positions in the companies discussed in the research reports produced by William O’Neil + Company. As of the end of the month immediately preceding the date of publication of such reports, none of such employees or affiliates beneficially owned 1% or more of the common equity securities of any of the companies discussed in such reports.
No Warranty
The information and data presented on this website has been obtained or derived from sources which we believe to be reliable. However, we do not guarantee the accuracy, completeness or timeliness of information or data obtained from outside sources and we disclaim any express or implied warranty with respect to such information or data.
Past Performance May Not Be Indicative of Future Performance
The past performance of any stocks or investment strategies discussed on this website should not be viewed as an indication or guarantee of future performance.
Informational Purposes Only
This site is for informational purposes only and, unless otherwise noted, nothing contained herein is to be construed a recommendation to buy, hold or sell any securities. The securities and investment strategies discussed on this website may not be suitable for all investors. Investors must make their own decisions based upon their investment objectives, financial position and tax considerations.
Limitations on Use of Stock Charts
We furnish stock charts in certain of our publications and services. The charts provide certain current and historical information, but are not a substitute for a comprehensive analysis of the individual stocks. The charts should not be relied upon as the sole factor in determining whether to buy, sell or hold a particular stock. Rather, institutional investors will review and evaluate additional information before making investment decisions, such as the company's SEC filings, business model, industry fundamentals, management team and product/service lines.
Use of Links
A link to a service or site outside of this website is not an endorsement of such service or site.
Performance Charts
Global Focus List Developed and Emerging
Performance results do not represent actual trading, and may not reflect the impact that material economic and market factors might have had on the investment decision-making process if actually managing client money. There is substantial speculative risk in most international stocks. Past performance is not necessarily an indication of future performance. Percent gains and losses are calculated for all issues that remain on the “Buy Recommendations” at the end of the week. For issues that were added to the “Buy Recommendations” intraweek, the basis used to calculate the percent change is the price noted when the issue appeared as a “BUY RECOMMENDATIONS” in the Global Focus List Confidential Alert. For issues that were “Removed” intra-week, the selling price used to calculate the percent change is the price noted when the issue appeared as “Removed” in the Global Focus List Confidential Alert.
Global Focus List Frontier
Performance results do not represent actual trading, and may not reflect the impact that material economic and market factors might have had on the investment decision-making process if actually managing client money. There is substantial speculative risk in most international stocks. Past performance is not necessarily an indication of future performance. Performance computations for the Global Focus List reflect a time weighted rate of return. All holdings are rebalanced to equal dollar amounts daily. Dividends are not considered in computations. Commissions used in calculations are 50 basis points for stocks in the Global Focus List Emerging Markets and 20 basis points for stocks in the Global Focus List Developed Markets. Percent gains and losses are calculated for all issues that remain on the “Buy Recommendations” at the end of the week. For issues that were added to the “Buy Recommendations” intraweek, the basis used to calculate the percent change is the price noted when the issue appeared as a “BUY RECOMMENDATIONS” in the Global Focus List Confidential Alert. For issues that were “Removed” intra-week, the selling price used to calculate the percent change is the price noted when the issue appeared as “Removed” in the Global Focus List Confidential Alert. The iShares MSCI EAFE Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in the European, Australasian and Far Eastern markets, as measured by the MSCI EAFE Index. The iShares MSCI Emerging Markets Index Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of publicly traded securities in emerging markets, as represented by the MSCI Emerging Markets Index.