April 16, 20210Comments

ICYMI: Updates on Two Winning Long Ideas, Shining Light on COIN & AMC’s Crazy Valuations, 2020 Market and Sector Fundamental Trends & 2Q21 Sector Ratings

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

April 14, 20210Comments

Know When to Hold ’Em and Know When to Fold ’Em

We’re looking back at two stocks from our “See Through the Dip” series that have significantly outperformed the S&P 500.

by Matt Shuler

April 7, 20210Comments

Ready to Soar

Despite underperforming the market for several years, this long-time Long Idea has all the tools for a successful turnaround and holds significant upside potential.

by Matt Shuler

April 1, 20210Comments

ICYMI: New Long Idea, Don’t Cover SoftBank’s Losses in Compass, Treasure in Footnotes, New Sector Research Offerings & a Quality Dividend Stock

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

by Matt Shuler

March 31, 20213Comments

Built to Profit From Long-Term Tailwinds

This homebuilder has the largest share of the U.S. homebuilding market and superior profitability to peers.

by Matt Shuler

March 26, 20210Comments

ICYMI: 2 New Long Ideas, Our Credit Ratings Are on Refinitiv, Dangerous Holdings = Dangerous Fund, TDA Network & Benzinga Interviews, Hidden Items That Distort Earnings & Model Portfolio Updates

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

by Matt Shuler

March 26, 20210Comments

Buy Low Expectations & Sell High Expectations: TD Ameritrade Network

We joined TD Ameritrade Network to discuss buying low expectations and selling high expectations.

by Matt Shuler

March 25, 20210Comments

The Kitchen Sink Effect – Benzinga PreMarket Prep

We joined Benzinga’s PreMarket Prep to discuss the impact of the kitchen sink effect on earnings.

by Matt Shuler

March 24, 20210Comments

The Magic Kingdom Is the Streaming Industry’s Micro-Bubble Winner

This week, we focus on a firm that is well-positioned to thrive in the increasingly competitive video streaming market.

by Matt Shuler

March 22, 20210Comments

A Fund Methodology That Adds Value

This fund follows a methodology that leads it to allocate heavily to Attractive-or-better rated stocks.

by Matt Shuler

March 19, 20210Comments

ICYMI: The Financial Data Supply Chain: IEX Cloud Webinar, New Partner: Apex Clearing, CoinDeskTV Interview, a Stock With Quality ESG & Model Portfolio Updates

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

by Matt Shuler

March 12, 20210Comments

ICYMI: A Fintech Winner, 3 Risky Stocks, Partnering With APEX Clearing, Proprietary Data is Reshaping Modern Investing, Credit Ratings Updates, Hidden Impairment Charges & Model Portfolio Updates

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

by Matt Shuler

March 10, 20210Comments

The Real Winner of the Fintech Micro-Bubble

We think investors are not seeing the value in how this firm is leveraging technology to strengthen its deep competitive advantages over fintech start-ups.

by Matt Shuler

March 5, 20210Comments