It’s time to consider a new paradigm for interest rates – a paradigm where treasury rates remain ultra low and riskier investments are priced by a decentralized market instead of a central bank.
On Saturday, Barron’s featured New Constructs’ recent partnership with Scottrade.
Declining economic earnings, weak competitive position, and an overvalued stock land Zoe’s Kitchen (ZOES) in the Danger Zone this week.
Non-GAAP earnings are back in the crosshairs. 15 years after the Enron scandal first prompted the SEC to create rules for non-GAAP metrics, the proliferation of these pro forma results have led to renewed scrutiny.
Impressive profit growth, prudent underwriting, and an undervalued share price have earned Amerisafe (AMSF: $61/share) a spot on September’s Most Attractive Stocks list and make it this week’s Long Idea.
The internet economy may be in the early stages of transforming our daily lives, but it’s already wreaking havoc on economic policy. As mentioned at the top of this piece, the Fed cannot manage to hit its 2% inflation target no matter how hard it tries, so maybe it should stop trying.
Our Exec Comp Aligned With ROIC Model Portfolio (+0.7%) outperformed the S&P 500 (-2.3%) last month. The best performing stock in the portfolio was Francesca’s Holdings (FRAN), which was up 8%.
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Netflix: Is The Music Slowing Down?
Issues include: unprofitable international expansion, dwindling competitive advantages, and a sky-high stock valuation. For a long time, the market has largely ignored these concerns. When investors finally accept the truth about this company and stock, Netflix (NFLX) could be in for a big sell-off.
New Constructs is proud to announce our new relationship with Thomson Reuters, the world’s leading source of news and information for professional markets.
Integrity Research, advisor to the world’s largest investment managers, featured Scottrade clients’ rapid adoption of New Constructs’ research. Here are key highlights of the Integrity report
Platinum Members and higher can access September’s Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, September 15.
With a strong and growing e-commerce presence, history of profit growth, and an undervalued share price, Williams-Sonoma (WSM) is this week’s Long Idea.
Our Most Attractive Stocks (+2.6%) outperformed the S&P 500 (+1.0%) last month and our Most Dangerous Stocks (+1.8%) underperformed the S&P 500 (1.0%) last month.
As of about 5:30CT on August 31st, all Scottrade clients gained free access to New Constructs Gold membership. We think that Scottrade has never seen adoption rates as fast as what they are seeing with New Constructs and their clients.
On September 12, 2016 David Trainer, CEO, appeared on CNBC’s Closing Bell to highlight 2-3 stocks from the Most Dangerous Stocks list for September.
Gold Members and higher can access September’s 40 Most Attractive Stocks as of Thursday, September 8.
Gold Members and higher can access September’s 40 Most Dangerous Stocks as of Thursday, September 8.
With strong profit growth, an impressive return on invested capital (ROIC), and an undervalued stock, Ply Gem Holdings (PGEM) is this week’s Long Idea.
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week: Danger Zone: SPS Commerce (SPSC).