This Fund’s Superior Stock Picking Should Drive Outperformance
Managers look beyond accounting earnings and focus on economic profit and free cash flow.
Kyle Guske II
Kyle Guske II
Featured Stock in August’s Exec Comp & ROIC Model Portfolio
Get a free look at one of the stocks in this month's Model Portfolio.
Kyle Guske II
Safest Dividend Yields Model Portfolio: August 2019
Platinum Members and higher can access August’s Safest Dividend Yields Model Portfolio as of Wednesday, August 21.
Kyle Guske II
WeWork Is the Most Ridiculous IPO of 2019
WeWork might not be the largest IPO of 2019, but it is easily the most ridiculous, and the most dangerous.
Sam McBride
Podcast: Why One of This Year’s Biggest IPOs Is in the Danger Zone
Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: WeWork Is the Most Ridiculous IPO of 2019.
Kyle Guske II
ICYMI: New Long Idea, Why Netflix is Doomed, Yahoo Finance Interview, Uber Update, & Exec Comp Model Portfolio
Here's what happened at New Constructs this past week
Sam McBride
Podcast: Why Netflix Is Back in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: All The Reasons Why Netflix Is Doomed.
Sam McBride
Exec Comp Aligned with ROIC Model Portfolio: August 2019
Platinum Members and higher can access August Executive Compensation Aligned With ROIC Model Portfolio as of Friday, August 15.
Sam McBride
4 Long Ideas That Didn’t Go as Planned
When we write our Long Ideas, we try to anticipate every possible outcome. Nevertheless, sometimes we get things wrong.
Sam McBride
Uber Gives Investors the Worst of Both Worlds
Uber’s slowing growth and mounting losses reaffirm our belief that this stock has no viable path to justifying its valuation.
Sam McBride
Featured Stocks in August’s Most Attractive/Most Dangerous Model Portfolios
20 new stocks make our Most Attractive list this month, and 21 new stocks fall onto the Most Dangerous list this month.
Sam McBride
See Us on Yahoo Finance Talking Tariffs/Uber
Get the truth about these complicated topics on Tuesday, August 13 at 1:15 pm ET, when we join Yahoo Finance’s YFi PM.
Sam McBride
All The Reasons Why Netflix Is Doomed
We’ve been bearish on Netflix for many years, and it seems as if the market is finally catching on to the issues with the business model that we’ve seen all along
Sam McBride
ICYMI: New Long Idea, Dangerous Micro-Bubble Stocks, TD Ameritrade Network Interview, & 2Q19 Model Portfolio Performance Updates
Here's what happened at New Constructs this past week.
Kyle Guske II
Buy the Dip on This High-Quality Company
Investors are worried about a potential dip in earnings next year while ignoring positive long-term trends.
Sam McBride
Focus List Stocks: Long – Update 8/7/19
We’ve removed the following stocks from our Focus List – Long Model Portfolio as of August 7, 2019.
Kyle Guske II
On TD Ameritrade Network Talking Disney’s Earnings
We joined TDA Network’s Morning Trade Live on August 7 to discuss Disney’s recent earnings.
Kyle Guske II
Most Attractive Stocks Model Portfolio: August 2019
Gold Members and higher can access August's 40 Most Attractive Stocks as of Wednesday, August 7.
Kyle Guske II
Most Dangerous Stocks Model Portfolio: August 2019
Gold Members and higher can access August's 40 Most Dangerous Stocks as of Wednesday, August 7.
Kyle Guske II
Avoid the Micro-Bubble Stocks
The Micro-Bubble stocks remain overvalued and we expect them to continue to underperform the market (outperform as shorts).
Kyle Guske II