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Hakan Salt, Associate Investment Analyst

Hakan Salt, Associate Investment Analyst

Hakan Salt, Investment Analyst at New Constructs.

Danger Zone
October 16, 20230Comments

Shaky Business

We feel the need to remind investors once again just how large the disconnect between fundamentals and stock valuation remains.
by Hakan Salt, Associate Investment Analyst
ICYMI
October 13, 20230Comments

ICYMI: New Long Idea, Stocks Likely to Beat 3Q23 Earnings, Focus List Stocks Performance Updates, Best & Worst Sector Ratings for 4Q23 & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Hakan Salt, Associate Investment Analyst
Featured Stocks in MAMD Portfolios
October 13, 20230Comments

Featured Stocks in October 2023’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from October 2023's Most Attractive and Most Dangerous Stocks model portfolios.
by Hakan Salt, Associate Investment Analyst
Sector Ratings Recap
October 12, 20230Comments

4Q23 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the fourth quarter of 2023.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
October 12, 20230Comments

Sector Ratings for ETFs & Mutual Funds: 4Q23

At the beginning of 4Q23, the Energy, Basic Materials, and Consumer Non-Cyclicals sectors each earn an Attractive-or-better rating.
by Hakan Salt, Associate Investment Analyst
October 5, 20230Comments

Featured Stock in September 2023’s Dividend Growth Model Portfolio

Four new stocks made September's Dividend Growth Stocks Model Portfolio. Get a free look at one of the stocks in this month’s portfolio.
by Hakan Salt, Associate Investment Analyst
October 5, 20230Comments

Position Close Update: Acquisition Saves This Zombie

We're closing this successful Danger Zone pick after news of the company getting bailed out by an acquisition.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
October 4, 20230Comments

Most Attractive Stocks Model Portfolio: October 2023

Professional Members and higher can access October's 40 Most Attractive Stocks as of Wednesday, October 4.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
October 4, 20230Comments

Most Dangerous Stocks Model Portfolio: October 2023

Professional Members and higher can access October's 33 Most Dangerous Stocks as of Wednesday, October 4.
by Hakan Salt, Associate Investment Analyst
Danger Zone
October 2, 20230Comments

Buy Now Suffer Later Part II

The YTD increase in stock price, along with the business' deterioration, makes this stock look increasingly overvalued.
by Hakan Salt, Associate Investment Analyst
September 27, 20230Comments

Featured Stock in September 2023’s Safest Dividend Yields Model Portfolio

Get a look at the featured Stock from September's Safest Dividend Yields Model Portfolio, which leverages our proven-superior research.
by Hakan Salt, Associate Investment Analyst
Danger Zone
September 25, 20230Comments

IPO Report: Niche Product, Massive Valuation

This apparel company is priced for perfection before it even begins trading.
by Hakan Salt, Associate Investment Analyst
Incremental Return on Invested Capital
September 18, 20230Comments

Featured Stock in September 2023’s Exec Comp & ROIC Model Portfolio

Get the featured stock in September's Exec Comp Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
ICYMI
September 1, 20230Comments

ICYMI: 2Q23 Fundamental Trends for the NC 2000 & Sectors, Most Overstated & Understated Street Earnings, Danger Zone Update, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Hakan Salt, Associate Investment Analyst
Economic Earnings
August 29, 20230Comments

All Cap Index & Sectors: ROIC Keeps Falling in 2Q23 (Free, Abridged)

This report is an abridged and free version of All Cap Index & Sectors: ROIC Keeps Falling in 2Q23.
by Hakan Salt, Associate Investment Analyst
Most Likely to Beat Earnings
August 29, 20230Comments

All Cap Index & Sectors: ROIC Keeps Falling in 2Q23

This report analyzes the ROIC, NOPAT margin, invested capital turns, and weighted average cost of capital for the NC 2000 and its sectors.
by Hakan Salt, Associate Investment Analyst
August 29, 20230Comments

Featured Stock in August’s Safest Dividend Yields Model Portfolio

Get a look at the featured Stock from August's Safest Dividend Yields Model Portfolio, which leverages our proven-superior research.
by Hakan Salt, Associate Investment Analyst
Danger Zone
August 28, 20230Comments

2Q23 Earnings Update: Expired Meat

2Q23 earnings report show the unrealistic cash flow generation expectations baked into this company's stock price.
by Hakan Salt, Associate Investment Analyst
ICYMI
August 25, 20230Comments

ICYMI: 2Q23 Fundamental Trends for the S&P 500 & Sectors, New Long Idea, Danger Zone Earnings Update & Improving Our Credit Ratings, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Hakan Salt, Associate Investment Analyst
PEBV Ratio Analysis
August 25, 20230Comments

S&P 500 & Sectors: Price-to-Economic Book Value Ratio is Flat in 2Q23 (Free, Abridged)

This report is a free, abridged version of S&P 500 & Sectors: Price-to-Economic Book Value Ratio is Flat in 2Q23.
by Hakan Salt, Associate Investment Analyst
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