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Andre Rouillard

Andre Rouillard

Investment Analyst at New Constructs

Bob Evans
March 4, 20150Comments

Revealing the Footnotes Research Behind our Bob Evans (BOBE) Danger Zone

In this podcast, CEO David Trainer will explain how our unique footnotes diligence powered our successful sell call on Bob Evans, which is down 22% today.
by Andre Rouillard
March 3, 20150Comments

David Trainer Explains Why This Time of Year is the Real Earnings Season

In this podcast, CEO David Trainer explains why the 10-K filing season in February and March is the most important time of year for investors.
by Andre Rouillard
Warren Buffett
March 3, 20151Comments

The Most Important Takeaway from Warren Buffett’s Letter to Shareholders

In this podcast, CEO David Trainer explains the most important detail for investors from Warren Buffett's annual letter to his Berkshire shareholders.
by Andre Rouillard
John B. Sanfilippo
March 3, 20150Comments

Food That’s Good for You and A Stock That’s Good For Your Portfolio

This week’s hot stock had an outstanding 2014 and was up 53% over the course of the year, but is undervalued even at its new, higher price. As a main producer of one of the most popular snack and health foods in the country, this company has plenty of room to grow.
by Andre Rouillard
Goodyear Tire
February 26, 20150Comments

Why Now is the Time to Pick Up This 117-Year-Old Company

The best stock picks in today’s market are becoming increasingly rare: large, high-quality companies with great growth potential that are also cheap. As we’ve started to incorporate this year’s batch of annual reports into our models, we’ve managed to find one such stock.
by Andre Rouillard
commodity prices
February 24, 20150Comments

When Strong Fundamentals Matter More Than Commodity Prices

All too often, we see investors fixated on commodity prices when looking at Materials sector stocks. While commodity prices may impact businesses’ profits and stock price in the short term, investors can count on strong fundamentals to increase the value of Materials businesses over the long term.
by Andre Rouillard
Men's Wearhouse
February 23, 20152Comments

Investors Should Be Worried That This Acquisition Isn’t Delivering

This is the story of a clothing retailer looking for growth and pressured by an activist to undertake an expensive and value-destroying acquisition. Shares are down 10% since the acquisition closed last June, and the stock has the potential to fall much further.
by Andre Rouillard
highest ROIC
February 19, 20150Comments

This Stock Has One of the Highest ROICs in Our Coverage Universe

This week's stock pick of the week has one of the highest returns on invested capital (ROIC) in our model, and its recent guidance update and cheap valuation indicates that now might be the perfect entry point.
by Andre Rouillard
mutual fund
February 16, 20150Comments

How High Fees Can Drain Your Mutual Fund Returns

While this fund has a good number of quality holdings, its high costs land it on our list of the five worst mutual funds in the Health Care sector. We’ll show how investors can be better served by paying less for very similar (or better) holdings in other funds.
by Andre Rouillard
February 12, 20150Comments

Who Wins and Who Loses in Staples’ Acquisition of Office Depot?

Does this acquisition make sense for Staples?
by Andre Rouillard
February 9, 20150Comments

This Telecom Stock Puts You on the Wrong Side of the M&A Frenzy

This week's Danger Zone stock may look good with its attractive dividend, but that dividend — and investors' capital — are increasingly at risk.
by Andre Rouillard
February 4, 20150Comments

David Trainer Explains the Difference Between “Investing” and “Speculating” (Podcast)

Investing vs. Speculating — and why Wall Street doesn't want you to know the difference.
by Andre Rouillard
January 28, 20150Comments

This Stock is a Sure Pick in the Wild Biotech Sector

This week's hot stock belongs to an industry that we usually like to avoid: The always-volatile biotechnology sector.
by Andre Rouillard
January 27, 20150Comments

This IPO Belongs Back in the Tech Bubble

With its much-hyped IPO, this company became the latest entrant into the highly competitive cloud computing and storage space. It’s easy to see why the company went public — it’s bleeding cash at an alarming rate and it needs more.
by Andre Rouillard
barron's
January 26, 20152Comments

“Energy Sector has Been Overpriced for a While” – Barron’s

This past weekend, Barron's magazine featured New Constructs for the tenth time in the past year.
by Andre Rouillard
January 19, 20150Comments

Danger Zone: Is Biglari (BH) the Next Berkshire? Think Again

Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life and MarketWatch.com.
by Andre Rouillard
January 14, 20150Comments

New Constructs Strategies Outperform Again in 2014

Especially when it came to small caps in 2014, we delivered stock picks that handily outperformed the major indexes.
by Andre Rouillard
footnotes
January 12, 20150Comments

Danger Zone: Investors Who Ignore the Footnotes in 2015

Investors who aren't paying attention to the information disclosed in companies' financial footnotes are increasingly in danger of losing some of their investment.
by Andre Rouillard
January 8, 20150Comments

David Trainer on New Constructs’ Best Stocks of 2015 in USA Today

Detail on the New Constructs research featured in USA Today's best stock picks of 2015.
by Andre Rouillard
January 6, 20150Comments

What We’re Reading This Morning — January 6, 2015

Here are nine reasons we must rethink our fundamental ideas about stock investing
by Andre Rouillard
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