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Hakan Salt, Associate Investment Analyst

Hakan Salt, Associate Investment Analyst

Hakan Salt, Investment Analyst at New Constructs.

S&P 500 PEBV Ratio Analysis
August 25, 20230Comments

S&P 500 & Sectors: Price-to-Economic Book Value Ratio is Flat in 2Q23

This report analyzes the trailing PEBV ratio for the S&P 500 and each of its sectors through the second quarter of 2023.
by Hakan Salt, Associate Investment Analyst
August 25, 20230Comments

S&P 500 & Sectors: ROIC Keeps Falling In 2Q23 (Free, Abridged)

This report is a free and abridged version of S&P 500 & Sectors: ROIC Keeps Falling In 2Q23.
by Hakan Salt, Associate Investment Analyst
ROIC vs. WACC
August 25, 20230Comments

S&P 500 & Sectors: ROIC Keeps Falling In 2Q23

This report presents the drivers of economic earnings, ROIC, NOPAT margin, invested capital turns, and WACC, for the S&P 500.
by Hakan Salt, Associate Investment Analyst
featured exec comp
August 22, 20230Comments

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

Get the featured stock in August's Exec Comp Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
Danger Zone
August 21, 20230Comments

2Q23 Earnings Update: Lifted Guidance Doesn’t Justify This Valuation

2Q23 earnings are just a drop in the bucket of the expectations baked into this company's stock price.
by Hakan Salt, Associate Investment Analyst
August 11, 20230Comments

Featured Stocks in August’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s Most Attractive and Most Dangerous Stocks model portfolios.
by Hakan Salt, Associate Investment Analyst
Danger Zone
August 7, 20230Comments

2Q23 Earnings Update: Valuation Has Snapped Out of Reality

The recent stock run is unjustified by the company’s current fundamentals, especially after recent 2Q23 earnings report.
by Hakan Salt, Associate Investment Analyst
August 1, 20230Comments

Featured Stock in July’s Dividend Growth Model Portfolio

One new stock made July'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
July 27, 20230Comments

Featured Stock in July’s Safest Dividend Yields Model Portfolio

Get a look at the featured Stock from July's Safest Dividend Yields Model Portfolio, which leverages our proven-superior research.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
July 27, 20230Comments

How to Avoid the Worst Style Mutual Funds 3Q23

The large number of mutual funds has little to do with serving investors’ best interests. Here are two red flags investors can use to avoid the worst mutual funds.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
July 26, 20230Comments

How to Avoid the Worst Style ETFs 3Q23

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
July 26, 20230Comments

How to Avoid the Worst Sector Mutual Funds 3Q23

The large number of mutual funds has little to do with serving investors’ best interests. Here are two red flags investors can use to avoid the worst mutual funds.
by Hakan Salt, Associate Investment Analyst
Avoid Worst Funds
July 26, 20230Comments

How to Avoid the Worst Sector ETFs 3Q23

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
July 25, 20230Comments

How to Find the Best Style Mutual Funds 3Q23

Learn how to pick the best mutual funds with so many to choose from.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
July 25, 20230Comments

How to Find the Best Style ETFs 3Q23

Learn how to pick the best style ETFs with so many to choose from.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
July 25, 20230Comments

How to Find the Best Sector Mutual Funds 3Q23

Learn how to pick the best mutual funds with so many to choose from.
by Hakan Salt, Associate Investment Analyst
Find Best Sector Funds
July 25, 20230Comments

How to Find the Best Sector ETFs 3Q23

Learn how to pick the best ETF with so many to choose from.
by Hakan Salt, Associate Investment Analyst
July 25, 20230Comments

Position Close Update: Taking Another Winner Off the Table

The company must outperform optimistic assumptions for the stock to offer upside to investors.
by Hakan Salt, Associate Investment Analyst
July 24, 20230Comments

Cheap Funds Dupe Investors – 3Q23

Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success. 3Q23.
by Hakan Salt, Associate Investment Analyst
Sector Ratings Recap
July 20, 20230Comments

3Q23 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the third quarter of 2023.
by Hakan Salt, Associate Investment Analyst
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