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WATERVILLE PHILOSOPHY - As Quoted In Forbes Magazine
Waterville Investment Research provides fundamental Wall Street investment data and research on Small-Cap public companies.
- · For Client companies we help potential investors get the info they need to make informed decisions;
- · For Investors we provide the research you need to find new opportunities.
Waterville was started in October of 2002 when the Dow was at 7500, NASDAQ was at 1200 and the Russell 2000 was at 340. Thus, the bottom of the market. The belief was that after three down years, it was a good time to jump back into the Small-Cap market. Wall Street is typically very severe in its reaction to small companies in down markets, so the focus at Waterville is exclusively on Small-Cap stocks which Wall Street has ignored, abused and/or forgotten. When Partners Bill Hayde and Mike Sweeney started the firm, they took a long-term view of the market and set up a five year plan for Waterville and its client companies. In an era where there is great mistrust towards Corporate America, Wall Street and Small-Cap Stocks, Waterville is taking the long term view of the market. Good companies with good management and good products and services will ultimately outperform the market, and we expect to find these companies for investors.
Waterville Philosophy On Compensation
While many firms talk about long term plans, Waterville delivers on this promise by taking the majority of our compensation (90+%) in 144 stock that must be held for at least one year. The maximum fee is $60,000 of Rule 144 stock per report. Forbes Magazine acknowledged the Waterville Philosophy in a recent article on Independent Research. It stated, "Waterville Investment Research, founded in October 2002, gets further into bed with the subjects of its reports. It asks companies for (compensation) in restricted stock." Getting into bed means believing in the long term view of the company and the market at Waterville. As 144 stock holders, all sales will be recorded so that client companies and potential investors can see the fully disclosed transactions. We are looking for long term growth of stocks.
Why Us ?
- 144 Stock Holders - Minimum One Year Time Horizon
- Many Competitors Seek Free Trading Shares, Thus Diluting Client's Stock From Day 1
- Long Term Market Professionals Who Have The Experience That Most Competitors Lack
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| Waterville Investment Research, and affiliates (WR), publishes reports providing information on selected companies. WR is not a registered investment advisor or broker-dealer. These reports are provided as an information service only, and the statements and opinions in these reports should not be construed as an offer or solicitation to buy or sell any security. WR accepts no liability for any loss arising from an investor's reliance on or use of these reports. An investment in any company is considered to be highly speculative and should not be considered unless a person can afford a complete loss of investment. WR or an affiliate of WR has been/will be or may be compensated in Rule 144 stock of the Company for the publication and circulation of these reports. The maximum amount charged by WR is $50,000 in Rule 144 stock per report. WR intends to sell all or a portion of the of the Rule 144 stock in accordance with all securities laws, which prevents WR from selling stock for a period of one year. WR, as a matter of internal policy, will not buy or sell shares of Company(s) stock in the open market. These reports contains forward-looking statements, which involve risks, and uncertainties that may cause actual results to differ materially from those set forth in the forward-looking statements. For further details concerning these risks and uncertainties, see the SEC filings of the individual Companies including the company's most recent annual and quarterly reports. |
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