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No Personalized Advice. WIR is an independent research firm that provides general information about securities and investment ideas solely for informational purposes, including in its various publications. The advice we provide is published generally, is not personal to you and does not take account of your personal circumstances. We do not assess the suitability or appropriateness of any investment in light of your personal circumstances, including your knowledge and understanding, financial situation, tax liability or appetite for risk.
For example, unlike an investment advisory firm, WIR does not seek to learn of the individual
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Sources of Information. The views expressed herein are based upon our analysis of the issuer’s public disclosures as well as third party resources (e.g., the Wall Street Journal, Barron’s, Investor’s Business Daily). WIR believes those sources to be reliable and in good faith, but no representation or warranty, express or implied, is made as to their accuracy, completeness or correctness. We have not independently verified the information contained in those sources.
All information contained in WIR’s publications should be independently verified with the subject company. You should review a complete information package on all companies, which should include, but not be limited to, the Company’s annual report, quarterly reports, press releases and all regulatory filings. We urge customers to perform their own due diligence.
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Any such forward looking statements or forecasts are based on assumptions; actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision.
Further, any opinions expressed in a WIR publication are statements of judgment as of the date of publication, subject to change without further notice, and may not necessarily be reprinted in future publications or elsewhere. Investment recommendations provided herein are subject to change at any time. Past and current recommendations that are profitable are not indicative of future results, which may in fact result in a loss.
Furthermore, this report may contain hypothetical or simulated performance results, which have certain limitations. Unlike an actual performance record, simulated results do not represent actual trading in real markets. Also, since the trades have not been executed, the results may have under-or-over compensated for the impact, if any, of certain market factors, such as lack of liquidity. No representation is being made that any account will or is likely to achieve profit or losses similar to those shown in this report or any other WIR publication.
Potential for Loss. While we are hopeful that the information provided in our publications leads our readership to make money, there is substantial risk in investing. You may lose some, or all, of the principal you invest in the market. This can happen due to market conditions, political risk, interest rates, company specific risk, and a wide array of other, unforeseen events.
In addition, while our recommendations have been successful in some cases in the past, past performance is not a predictor of future success. Individual investments, based on purchases and sales at various points in time, may yield different results.
There are additional risks associated with specific kinds of securities. For example, foreign exchange investments can be particularly susceptible to political and economic risk, which can generate large fluctuations. Similarly, leveraged investments, where debt is used to potentially enhance returns or diminish losses, can lead to severe losses depending on conditions.
There is also the issue of volatility (price fluctuations) and liquidity (the ability to rapidly find a buyer or seller on the other side of a transaction) that may affect trading, particularly with respect to what are referred to as “microcap” or penny stock shares. Those kinds of investments may move up and/or down substantially in a single trading day and may encounter liquidity issues because of a lack of counter-parties to the transaction and/or market stops by regulators or marketplaces.
As stated above, no representation or implication is being made that using the strategies or tactics, or the information in any WIR publication or on its website will generate profits or ensure avoidance of losses.
YOU SHOULD VERIFY ALL CLAIMS AND DO YOUR OWN RESEARCH BEFORE INVESTING IN ANY SECURITIES MENTIONED ON THIS WEBSITE. INVESTING IN SECURITIES IS SPECULATIVE AND CARRIES A HIGH DEGREE OF RISK. YOU MAY LOSE PART OR ALL OF YOUR PRINCIPAL INVESTMENT.
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Investments by WIR Staff. Wyatt Investment Research and its members, managers, writers and employees, and their families from time to time take positions in the securities of the companies discussed within WIR publications.
WIR has established a strict policy relating to such transactions. For example, WIR staff cannot buy or sell shares for two business days after the issuance of an initial report on a company. For more detail, please see WIR’s Trading Policies and Other Disclosures: Trading & Disclosure
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Regulatory Resources. There are three principal regulators overseeing the marketplace for retail investors. The U.S. Securities and Exchange Commission (“SEC”), Financial Industry Regulatory Authority (“FINRA”), and the various state securities regulators, represented by the association NASAA.
All three maintain websites with informational resources for investors. WIR strongly recommends that you visit those websites to expand your investing learning experience and for further research. Those websites may be accessed as follows:
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