William O'Neil + Co. Incorporated

Our Process

Our Guiding Principle Our Method Our Process

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call us at (800) 545-8940.

Rigorous. Independent. Dynamic.

Our research discipline is evident in every recommendation we make, every service we deliver. Before Monday's opening bell rings on the U.S. Exchanges, our Los Angeles–based, 40-member research team is meeting to select stocks that deserve our clients' immediate attention—kicking off the weekly process of intensive and collaborative research that drives our high-touch services and value-added data.

Our large, open, light-filled research room has the contagious enthusiasm of a trading floor, except the goal of these bright minds—expert in all aspects of our method and process—is to integrate their findings, scrub data, and produce solid, fact-based recommendations in light of current market conditions. Their expertise in our dynamic process is also continually validating and strengthening the value of our method—in other words, we only become better and more efficient at identifying winning opportunities.

Process Flow