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Alex Sword

Alex Sword

Alex Sword, Investment Analyst at New Constructs.

S&P 500 PEBV Ratio Analysis
September 2, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 2Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: Price to Economic Book Value Through 2Q21, one of the reports in our quarterly series on fundamental market and sector trends.
by Alex Sword
September 2, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 2Q21

This report analyzes market cap, economic book value, and the trailing price-to-economic book value (PEBV) ratio for the NC 2000 and each of its sectors.
by Alex Sword
Economic Earnings
September 2, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 2Q21 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: ROIC vs. WACC Through 2Q21, one of the reports in our quarterly series on fundamental market and sector trends.
by Alex Sword
September 2, 20210Comments

Featured Stock in August’s Dividend Growth Model Portfolio

13 new stocks made our Dividend Growth Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.
by Alex Sword
Most Likely to Beat Earnings
September 2, 20210Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 2Q21

This report presents the drivers of economic earnings (ROIC, NOPAT margin, invested capital turns, and WACC) for our All Cap Index and each of its sectors.
by Alex Sword
August 27, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 2Q21 (Free, Abridged)

Investors are getting more FCF for their investment dollar in the Basic Materials sector than any other sector.
by Alex Sword
August 26, 20210Comments

Featured Stock in August’s Safest Dividend Yields Model Portfolio

Ten new stocks make our Safest Dividend Yields Model Portfolio this month. Get a free look at one of the stocks in this month's portfolio.
by Alex Sword
Free Cash Flow & FCF Yield
August 25, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 2Q21

This report analyzes free cash flow, enterprise value, and the FCF yield for the S&P 500 and each of its sectors.
by Alex Sword
August 20, 20210Comments

Sanderson Farms: Selling Early Can Be Costly

Sometimes, as in the case of Sanderson Farms, it pays to stand by your convictions.
by Alex Sword
August 20, 20210Comments

Fundamentals Matter More Than Ever – CNBC

We joined CNBC's Power Lunch on Thursday August 19, 2021.
by Alex Sword
August 19, 20211Comments

Featured Stock in August’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Alex Sword
August 5, 20210Comments

Featured Stock in July’s Dividend Growth Model Portfolio

Eight new stocks made our Dividend Growth Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.
by Alex Sword
July 30, 20210Comments

Featured Stock in July’s Safest Dividend Yields Model Portfolio

Eight new stocks make our Safest Dividend Yields Model Portfolio this month. Get a free look at one of the stocks in this month's portfolio.
by Alex Sword
Find Best Sector Funds
July 21, 20210Comments

How to Find the Best Sector Mutual Funds 3Q21

How can you pick the best mutual funds when there are so many to choose from?
by Alex Sword
Find Best Sector Funds
July 21, 20210Comments

How to Find the Best Sector ETFs 3Q21

How can you pick the best ETFs with so many to choose from?
by Alex Sword
Incremental Return on Invested Capital
July 20, 20210Comments

Featured Stock in July’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Alex Sword
July 19, 20210Comments

Robinhood IPO: Still A Bad Bet For Investors with Alarming Risk

After analyzing the updated S-1, we still think Robinhood is significantly overpriced and worth no more than $9 billion.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Small Cap Value Style 3Q21: Best & Worst

The Small Cap Value style ranks seventh out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Small Cap Growth Style 3Q21: Best & Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Small Cap Blend Style 3Q21: Best & Worst

The Small Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
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