Idea Generator: This newsletter should be viewed as an “Idea Generator”, highlighting the best ideas of professional investors. The ideas come from some very smart investors, who have a track record of being right more than they are wrong. We then sort through these ideas and present what we consider are the best ideas. However, sometimes things don’t always occur as expected, which could lead to losses. Therefore, it is important that subscribers do their own due diligence on the investment ideas highlighted in the newsletter. Mossberg’s Investor Digest is not suitable for people seeking low to moderate risk investments.
Not Investment Advice: Investors should consult a financial advisor before investing in any securities highlighted in the newsletter or subscribing to any newsletter service. We attempt to provide subscribers with reasoned opinions based on our analysis of publicly available information from sources believed to be reliable, but make no representations as to its accuracy or completeness. Best Idea profiles highlighted in Mossberg’s Investor Digest are not based upon individual needs of subscribers nor are they an offer to buy or sell securities.
Potential Conflicts of Interests: It is the policy of the publisher to follow the CFA Institute’s “Standards of Practice” regarding disclosure of potential conflicts of interest. The publisher’s policy is to avoid conflicts of interest when possible. However, when potential conflicts are unavoidable, the publisher’s policy is to disclose material business relationships between it and issuers of securities highlighted in the letter. In addition, the publisher’s ownership in securities highlighted in the letter is disclosed. By disclosing potential conflicts of interest, subscribers and prospective subscribers will have additional information to evaluate the objectivity of ideas highlighted in the newsletter.
*As of October 2018 The publisher owns shares in AP, CUBI, DSNY, EVLV, FLL, GVP, LAZY, RGS, RNWK, TACT, TISI, TREC, EVLV, ANDA, TLRA, TEN, DAIO, TPIC, AVYA, EDGW