Research and Investing Disclaimer

As with all your investments, it is your money, you must make your own determination whether an investment is appropriate for you. I am not recommending or endorsing stocks, or any other security by making information, analysis, or my opinion on that information, or analysis, available here, or elsewhere.   You should do your own due diligenge, your own homework, conduct research and perform a thorough investigation as to the characteristics of any securities you might think, or intend, to purchase.

 Before investing, you should read the prospectus, offering circular, indenture, or similar document, carefully, for a full description of the product, including its features and risks, to determine whether it is an appropriate investment for your investment objectives, risk tolerance, financial situation and other individual factors, and be sure to re-evaluate those factors on a periodic basis.  I highly recommend going to the Investor Relations pages of a prospective company, listening to conference calls, webcasts, fireside chats, and especially quarterly financial calls, both before investing, and after investing.

Any performance data, as well as analysis of that data, as shown on these pages, represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. Yield and return will vary, therefore, you may have a gain or loss when you sell your shares.

Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Growth stocks can be more volatile than other types of stocks. Value stocks can continue to be undervalued by the market for long periods of time. Foreign securities are subject to interest-rate, currency-exchange-rate, economic, and political risks, all of which are magnified in emerging markets, and foreign taxable dividends can be a headache at tax filing time.

Illiquidity is an inherent risk associated with investing in real estate and REITs. There is no guarantee the issuer of a REIT will maintain the secondary market for its shares and redemptions may be at a price which is more or less than the original price paid. Closed-end funds, like CET and LOR, can trade at a discount to their NAV. Shareholders of Master Limited Partnerships (MLPs) may be treated as partners for tax purposes. Partnerships issue a Schedule K-1 (Form 1065) rather than a Form 1099 form for tax purposes. It lists the partner’s share of income, deductions, credits, etc. Speak with your tax advisor to determine how this may affect you. A royalty trust is a type of corporation, mostly in the United States or Canada, usually involved in oil and gas production or mining. Royalty trusts may have special tax treatment, so you should consult a tax advisor on the potential tax consequences of investing in them.

Any data, charts and other information provided on these pages are intended for research purposes to help self-directed individuals and investors evaluate the markets, the markets indices, the sectors, the industries, the sub-industries, as well as the many types of securities including, but not limited to common stocks, American Depository Receipts (ADRs), Master Limited Partnerships (MLPs), real estate investment trusts (REITs), preferred stock, trust preferred securities, third-party trust certificates, convertible securities, mandatory convertible securities and other exchange-traded equity and/or debt securities.

Criteria and inputs entered, including the choice to make security comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties.

All information supplied or obtained from this page, or any of my blogs, or comments, is for informational purposes only and should not be considered investment advice or guidance, an offer of, or a solicitation of, an offer to buy, or sell, a security, or a recommendation or endorsement by myself of any security or investment strategy.

  I do not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities. I make no guarantees that information supplied is accurate, complete, or timely, and do not provide any warranties regarding results obtained from its use.

This will be referenced to all past, current, and future blogs, and comments. Please feel free to adopt and adapt this disclaimer to your posts as you see fit.

Thank you.




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