October 4, 20240CommentsICYMI: New Long Idea, #1-Ranked Stock Picker Again, New Featured Stock, & Model Portfolio UpdatesHere's what happened at New Constructs during the week of September 30, 2024. by Hakan Salt, Associate Investment Analyst
October 1, 20240CommentsSeptember 2024 Update with Featured Stock From our Safest Dividend Yields Model PortfolioGet details on one of the featured stocks in September 2024's Safest Dividend Yields Model Portfolio. by Hakan Salt, Associate Investment Analyst
September 25, 20240CommentsSeptember 2024 Update and Featured Stock from our Exec Comp Aligned with ROIC Model PortfolioGet details on one of the featured stocks in September 2024's Exec Comp Aligned with ROIC Model Portfolio. by Hakan Salt, Associate Investment Analyst
September 24, 20240CommentsPosition Close Updates: Closing Danger Zone Picks in September 2024These stocks no longer provide the same risk/reward as when we first put them in the Danger Zone. by Hakan Salt, Associate Investment Analyst
September 18, 20240CommentsSeptember 2024 Update with Featured Stocks from our Most Attractive/Most Dangerous Model PortfoliosGet details on two of the featured stocks in September 2024's Most Attractive/Most Dangerous Model Portfolios. by Hakan Salt, Associate Investment Analyst
September 16, 20240CommentsDark Clouds Closing InAfter the recent share price increase, we want to remind investors how dangerous this stock is. by Hakan Salt, Associate Investment Analyst
September 12, 20240CommentsAugust 2024 Update with Featured Stock From our Dividend Growth Model PortfolioGet details on one of the stocks in August 2024's Dividend Growth Model Portfolio. by Hakan Salt, Associate Investment Analyst
September 6, 20240CommentsAll Cap Index & Sectors: Price-to-Economic Book Value Ratio Update for 2Q24 (Free, Abridged)This report is a free and abridged version of All Cap Index & Sectors: Price-to-Economic Book Value Ratio Update for 2Q24. by Hakan Salt, Associate Investment Analyst
September 6, 20240CommentsAll Cap Index & Sectors: Price-to-Economic Book Value Ratio Update for 2Q24This report analyzes market cap, economic book value, and the trailing PEBV ratio for the NC 2000 and each of its sectors for 2Q24. by Hakan Salt, Associate Investment Analyst
September 6, 20240CommentsAll Cap Index & Sectors: Free Cash Flow Yield Update for 2Q24 (Free, Abridged)This report is an abridged and free version of All Cap Index & Sectors: Free Cash Flow Update for 2Q24. by Hakan Salt, Associate Investment Analyst
September 6, 20240CommentsAll Cap Index & Sectors: Free Cash Flow Yield Update for 2Q24This report analyzes free cash flow (FCF), enterprise value, and the trailing FCF yield for the NC 2000 and each of its sectors for 2Q24. by Hakan Salt, Associate Investment Analyst
September 6, 20240CommentsAll Cap Index & Sectors: ROIC Update for 2Q24 (Free, Abridged)This report is an abridged and free version of All Cap Index & Sectors: ROIC Update For 2Q24. by Hakan Salt, Associate Investment Analyst
September 6, 20240CommentsAll Cap Index & Sectors: ROIC Update For 2Q24This report presents the drivers of economic earnings, ROIC, NOPAT margin, invested capital turns, and WACC, for the NC2000 in 2Q24. by Hakan Salt, Associate Investment Analyst
August 30, 20240CommentsAugust 2024 Update with Featured Stock From our Safest Dividend Yields Model PortfolioGet details on one of the stocks in August 2024's Safest Dividend Yields Model Portfolio. by Hakan Salt, Associate Investment Analyst
August 29, 20240CommentsS&P 500 & Sectors: Price-to-Economic Book Value Ratio Update for 2Q24 (Free, Abridged)This report is a free, abridged version of S&P 500 & Sectors: Price-to-Economic Book Value Ratio Update for 2Q24. by Hakan Salt, Associate Investment Analyst
August 29, 20240CommentsS&P 500 & Sectors: Price-to-Economic Book Value Ratio Update for 2Q24This report analyzes the trailing PEBV ratio for the S&P 500 and each of its sectors through the second quarter of 2024. by Hakan Salt, Associate Investment Analyst
August 28, 20240CommentsS&P 500 & Sectors: Free Cash Flow Yield Update for 2Q24This report analyzes, free cash flow, enterprise value, and the trailing FCF yield for the S&P 500 and each of its sectors through 2Q24. by Hakan Salt, Associate Investment Analyst
August 22, 20240CommentsAugust 2024 Update and with Featured Stock from our Exec Comp Aligned with ROIC Model PortfolioGet details on one of the stocks in August 2024's Executive Compensation Aligned with ROIC Model Portfolio. by Hakan Salt, Associate Investment Analyst
August 20, 20240CommentsHeavy Lifting RequiredMarket share and profits have been illusive, and this company certainly knows how to burn cash. by Hakan Salt, Associate Investment Analyst
August 16, 20240CommentsICYMI: New Long Idea, New Danger Zone Update, New E-Letter from David Trainer, Free Featured Stock Pick, & Model Portfolio UpdatesHere's what happened at New Constructs during the week of August 12, 2024. by Hakan Salt, Associate Investment Analyst