Stupid Money Risk Is Real
Prime examples of how stupid money acquisitions can hurt acquirers even more than the short sellers.
Sam McBride
Sam McBride
ICYMI: 5 Long Ideas, Stupid Money Risk Is Real, Model Portfolio Updates, Bursting a Micro Bubble, & Updating Previous Picks
Here's what happened at New Constructs this past week.
Kyle Guske II
Micro-Bubble Winners
This report presents a list of long ideas for stocks that should rise when the micro-bubble stocks we listed in our last report fall.
Sam McBride
Focus List Stocks: Long – Update 8/15/18
We’ve removed the following stock from our Focus List – Long Model Portfolio as of August 15, 2018.
Kyle Guske II
Podcast: Why Snap 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 past week: Bursting SNAP’s (Micro) Bubble.
Kyle Guske II
Position Close Update: InnerWorkings (INWK)
While INWK’s fundamentals remain weak, the growth expectations implied by its valuation have become less unrealistic after the large price decline.
Kyle Guske II
Position Close Update: Ross Stores Inc. (ROST)
The rise in valuation means ROST no longer stands out as an especially good value.
Kyle Guske II
Exec Comp Aligned with ROIC Model Portfolio: August 2018
Platinum Members and higher can access August's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, August 15.
Kyle Guske II
Bursting SNAP’s (Micro) Bubble
Many of the issues that plagued Snap at IPO have only gotten worse and as a result, Snap Inc., and its micro-bubble, is already in our Focus List – Short Model Portfolio, and...
Kyle Guske II
ICYMI: New Long Idea, 5 Stocks in a Micro Bubble, On CNBC for Snap’s 2Q Results, & Updated Long Idea
Here's what happened at New Constructs this past week.
Kyle Guske II
Podcast: Why These Micro-Bubble Stocks Are in the Danger Zone
Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Bursting the Micro-Bubble – Part 1.
Sam McBride
Pay for Performance Aligns Fund Managers with Investors
Leveraging our Robo-Analyst technology, we found a mutual fund that offers an attractive fee structure and allocates to high-quality stocks.
Sam McBride
Featured Stocks in August’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s model portfolios.
Kyle Guske II
See Us on CNBC Talking Snap
On Tuesday, August 7, 2018, New Constructs CEO, David Trainer, joined CNBC’s Closing Bell to discuss SNAP.
Kyle Guske II
Bursting the Micro-Bubble – Part 1
There is a “micro-bubble” in certain tech stocks, where valuations reflect expectations for future cash flows that would require unrealistically high margins, growth, and...
Sam McBride
Position Close Update: Synchrony Financial (SYF)
Even though SYF’s valuation remains cheap, its declining fundamentals and the risk of further contract losses make the risk too high to remain in the stock.
Sam McBride
Special Offer: Focus List Stocks: Short Model Portfolio for only $9.99
Just this month, we’re giving you the most recent Focus List Stocks: Short Model Portfolio for only $9.99.
Kyle Guske II
ICYMI: New Long Idea, Model Portfolio Performance Updates, the Best & Worst ETFs & Mutual Funds in 3Q18, & a Fund to Avoid
Here's what happened at New Constructs this past week.
Kyle Guske II
#1 Stock Picker – Healthcare Last Twelve Months – August 2018
New Constructs is August’s #1 ranked stock picker in Healthcare over the last twelve months (LTM) per SumZero Rankings.
Kyle Guske II
Most Attractive Stocks Model Portfolio: August 2018
Gold Members and higher can access August's 40 Most Attractive Stocks as of Thursday, August 2.
Kyle Guske II