Disruptors and Dominators

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Methodology for calculating returns on “buy” rated stocks.  Regardless of plus or minus signs associated with any rating, Weiss Stock Ratings of “A” or “B” are defined as “buy” ratings or signals; Weiss Stock Ratings of “C” are defined as “hold” ratings or signals; and Weiss Stock Ratings of “D” or “E” are defined as “sell” ratings or signals.

Weiss Ratings began publishing its stock ratings in late 1999, issuing most of its first “buy” ratings on technology stocks in early 2004. If investors bought the stocks on the day Weiss Ratings issued its “buy” ratings and held them through August 31, 2020, they could have achieved the following total returns of:

771% on Bio-Rad Laboratories
1,030% on CGI
1,391% on Global Payments
1,441% on Amphenol
1,684% on Thermo Fisher Scientific
2,209% on Mettler-Toledo International
2,265% on Cognex Corporation
2,622% on Manhattan Associates
2,939% on Fair Isaac Corporation
3,312% on Ansys
3,434% on Tyler Technologies
5,900% on IEH
21,185% on Apple, Inc.

These stocks were selected for mention in our presentation based on (a) market cap, (b) an initial Weiss Stock Rating of “buy,” and (c) the fact that no “sell” ratings have ever been issued on these stocks by Weiss Ratings since the initial “buy” rating. Total returns include price appreciation, dividends and reinvestment of dividends but do not consider taxes or broker fees. This list does not include all stocks meeting the selection criteria, many of which could have produced lower returns. At the same time, the total returns cited above do not include their additional appreciation since August 31, 2020.

Although the period from 2004-2020 did include one two major bear markets and severe economic crises, the period was primarily one of historic growth, particularly in the technology sector, and investors must not assume that similar growth will necessarily repeated in the future.

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Trading in securities (including, without limitation, stocks, ETFs, and mutual can be speculative and involves risk of loss and volatility. Although our editors and publications make every effort to protect your principal, you can lose money. Therefore, they are not intended for all of your funds. If your goal for a certain portion of your funds is strictly capital preservation, we believe you should invest those funds in conservative investments such as short-term US Treasury securities or equivalent. For more information on prudent investing, also see the information available at the websites of the Securities and Exchange Commission at www.sec.gov and the Financial Industry Regulatory Authority at www.FINRA.org. Any money you allocate to speculative investments should be strictly the money you can afford to risk without jeopardizing your daily life, and without negatively impacting your plans for education, retirement, or long-term care.

Most of the information we publish is derived from primary sources, including U.S. government agencies as well as the financial institutions or publicly traded companies we cover. We believe our data sources are accurate, but we do not verify their accuracy independently. Therefore, we cannot assure that the information is accurate or complete. Nor do we guarantee the success of any investment decision you may make using our data, information, or recommendations.

REQUIRED RISK DISCLOSURE STATEMENT

Notice: Hypothetical performance results have many inherent limitations, some of which are described here. No representation is being made that any account will or is likely to achieve profits or losses like those shown in the hypothetical performance results. In fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program.  One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading.

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