ICYMI: A Barron’s Feature & Updated Model Portfolios

Here’s what happened at New Constructs this past week.

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Podcast: Why LivePerson Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: LivePerson Inc. (LPSN).

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Definition of the Term “Fiduciary” – Delay of Applicability Date – Public Comments

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New Constructs submits the following comments regarding the Department of Labor’s proposed rule entitled Definition of the Term “Fiduciary” – Delay of Applicability Date.

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Danger Zone: LivePerson Inc. (LPSN)

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This Danger Zone pick has seen its profitability decline as new competition has entered the scene. As the market commoditized, this firm’s negative margins and limited service offering undermined its ability to compete.

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“GrubHub Shares Could Slide 25% as Competition Grows” – Barron’s

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On Saturday (3/18/17), Barron’s featured our research for the first time in 2017 and 25th time since 2014.

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ICYMI: Updated Model Portfolios & Key Filing Season Details

Here’s what happened at New Constructs this past week.

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New Stocks on Exec Comp & ROIC Model Portfolio: March 2017

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The best performing stock in the portfolio last month was Children’s Place (PLCE), which was up 13%. Get a look at one of the new stocks on March’s Model Portfolio.

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Podcast: Why Pandora Media Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Pandora Media (P).

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Exec Comp Aligned With ROIC Model Portfolio: March 2017

Platinum Members and higher can access March’s Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, March 15.

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Filing Season Finds: Week Of March 4–10

Last week, our analysts parsed 452 filings and collected 58,771 data points. In total, they made 9,978 adjustments with a dollar value of $1.5 trillion. Analyst Hunter Gray made a number of adjustments to Royal Dutch Shell’s (RDS.A) 20-F that caused us to downgrade the stock from Dangerous to Very Dangerous.

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Danger Zone: Pandora Media (P)

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We think the ship has sailed on this business, but the stock is still pricing in huge improvements in profitability and market share. Pandora Media (P) is in the Danger Zone this week.

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Webinar: The Fiduciary Duty of Care: Turn Challenge Into Competitive Advantage

On Thursday, March 30, at 4:15pm EST, join David Trainer and WealthManagement.com’s editor-in-chief, David Armstrong, for a webinar on how to turn the new fiduciary rule to your competitive advantage.

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Podcast: Why Tableau Software Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Tableau Software (DATA).

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Danger Zone: Tableau Software (DATA)

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This stock is on the upswing and is up 23% year-to-date, while the S&P is up just 6%. The fundamentals of the business don’t justify this price move. In fact, negative margins, strong competition, and the overvalued stock price land Tableau Software (DATA) in the Danger Zone this week.

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Most Attractive Stocks Model Portfolio: March 2017

Gold Members and higher can access March’s 40 Most Attractive Stocks as of Thursday, March 2.

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Most Dangerous Stocks Model Portfolio: March 2017

Gold Members and higher can access March’s 18 Most Dangerous Stocks as of Thursday, March 2.

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Podcast: Why Palo Alto Networks Is In The Danger Zone

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CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Palo Alto Networks (PANW).

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Will Investors Look Past Snap’s Hype?

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When SNAP first filed for IPO, there was a lot of hype and the original $25 billion valuation quickly fell to $22.5 billion. Is the market so hungry for another tech IPO that it will overlook the dismal fundamentals and nosebleed valuation of SNAP?

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Efforts to Kill The Fiduciary Rule Have Only Strengthened It

Interest in “fiduciary” is at an all time high despite efforts to kill the rule. Is all the push back on the rule having a “Streisand Effect”?

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Danger Zone: Palo Alto Networks (PANW)

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The fundamentals of this business make it hard to imagine a scenario where this firm can meet the expectations baked into its lofty valuation. For these reasons and more, Palo Alto Networks is in the Danger Zone this week.

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