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Italo Mendonca

Italo Mendonca

Italo Mendonca, Investment Analyst at New Constructs.

Long Idea
June 22, 20230Comments

Steel Titan Rising

As we approach several exciting technological leaps, we expect to see an increase in demand for a key building block behind those leaps.
by Italo Mendonca
Long Idea
June 15, 20231Comments

Coal in Green Clothing

This metallurgical coal producer is poised to take advantage of rising demand amid restricted supply in the premium coal market.
by Italo Mendonca
Featured Stocks in MAMD Portfolios
June 9, 20230Comments

Featured Stocks in June’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 Italo Mendonca
June 2, 20230Comments

Featured Stock in May’s Dividend Growth Model Portfolio

Ten new stocks made May's Dividend Growth Stocks Model Portfolio. Get a free look at one of the stocks in this month’s portfolio.
by Italo Mendonca
Long Idea
May 25, 20231Comments

Diligence Matters

The compelling mix of strong fundamentals and an attractive valuation position this company as a promising option.
by Italo Mendonca
Incremental Return on Invested Capital
May 19, 20230Comments

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

Get the featured stock in May's Exec Comp Aligned with ROIC Model Portfolio.
by Italo Mendonca
Long Idea
May 18, 20232Comments

Sticking With The Classics

Strong fundamentals and macroeconomic tailwinds make this company an attractive stock in the current environment.
by Italo Mendonca
May 11, 20230Comments

Brick By Brick

The company’s earnings continue to beat expectations yet the stock’s valuation implies a large, permanent decline in profits.
by Italo Mendonca
Long Idea
May 3, 20230Comments

Rx For Success

This company’s earnings continue to beat expectations yet the valuation of its stock implies only modest profit growth and still holds upside.
by Italo Mendonca
April 28, 20230Comments

Featured Stock in April’s Safest Dividend Yields Model Portfolio

Get a look at the featured Stock from April's Safest Dividend Yields Model Portfolio, which leverages our proven-superior research.
by Italo Mendonca
Long Idea
April 26, 20230Comments

Defense Is The Best Offense

Thi company is well positioned to weather a recession and to expand profit margins.
by Italo Mendonca
featured exec comp
April 21, 20230Comments

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

Get the featured stock in April 2023's Exec Comp Aligned with ROIC Model Portfolio.
by Italo Mendonca
Long Idea
April 20, 20230Comments

Treasure Trove in the Oil Sands

Fears of an economic slowdown and safety concerns provide investors an opportunity to buy this Energy stock at a very attractive discount.
by Italo Mendonca
April 14, 20230Comments

Position Close Update: Insight Enterprises, Inc. (NSIT)

Given the company’s fairer valuation relative to other Long Ideas, this stock holds limited upside potential.
by Italo Mendonca
April 14, 20230Comments

Featured Stocks in April’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 Italo Mendonca
Long Idea
April 6, 20230Comments

Manufacturing the Future

This company is well-positioned to weather a recession and expand profit margins and the stock still offers attractive risk/reward.
by Italo Mendonca
Long Idea
March 29, 20230Comments

Trust Is Back in Vogue

As the crisis in regional banks erodes trust in the financial sector, our Long Idea this week features a company that has embodied trust since 1799.
by Italo Mendonca
March 17, 20230Comments

Featured Stocks in March’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 Italo Mendonca
Long Idea
March 16, 20230Comments

Superior Holdings, Reasonable Costs

After rigorous analysis of 7,300 mutual funds, we found a fund that successfully picks businesses with quality earnings and cheap valuations.
by Italo Mendonca
March 10, 20230Comments

Featured Stock in February’s Dividend Growth Model Portfolio

Eleven new stocks made February's Dividend Growth Stocks Model Portfolio. Get a free look at one of the stocks in this month’s portfolio.
by Italo Mendonca
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