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ICYMI
May 9, 20250Comments

ICYMI: New Long Idea, New Danger Zone Pick, Two FREE Stock Picks, Earnings Watch Replay, #1-Ranked Stock Picker Again, Focus List Update, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 5, 2025.
by Hakan Salt, Associate Investment Analyst
May 9, 20250Comments

Watch Our Earnings Recap on Shopify, Conoco Philips, Coinbase, Kenvue, and Get Our Top Stocks for 2025

This webinar was a double feature: we dissected earnings and showed how to get our top stocks for 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
May 9, 20250Comments

Free Stock Pick from our Dividend Growth Model Portfolio for April 2025

Get details on one of the stocks in April 2025's Dividend Growth Model Portfolio.
by Hakan Salt, Associate Investment Analyst
May 9, 20250Comments

Free Stock Pick from the Very Attractive Stocks Index for May 2025

Very Attractive-rated stocks outperform the S&P 500 by a significant margin in good markets and bad.
by Hakan Salt, Associate Investment Analyst
SumZero Rankings
May 9, 20250Comments

May 2025 Stock-Picking Accolades: #1 Consumer Discretionary, #1 in Industrials, & More

We are May's 2025's #1 ranked stock picker in Consumer Discretionary and Industrials categories on SumZero rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
May 8, 20250Comments

Watch Our Earnings Recap on Uber, Disney, DoorDash AppLovin, and More

Every earnings season, we comb through the fine print, millions of pages of it, to get you the truth about earnings and valuation.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 7, 20250Comments

Building Value: A Stock For All Seasons

Despite an uncertain housing outlook in the short-term, our thesis remains intact, and the stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
May 7, 20250Comments

Watch Our Earnings Recap on Exxon, Chevron, Cigna, Advanced Micro Devices, and More

There are big reports this week from energy companies, software companies, car companies – all with different takes on tariffs and the economy.
by Kyle Guske II, Senior Investment Analyst, MBA
May 7, 20250Comments

Position Close Update: Footwear Giant Being Acquired

As a result of the acquisition announcement, we’re closing this Long Idea.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
May 7, 20250Comments

Focus List Stocks: Long – Update 5/7/25

We’ve made the following updates to our Focus List Stocks: Long Model Portfolio as of May 7, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
May 6, 20250Comments

Most Attractive Stocks Model Portfolio: May 2025

Professional Members and higher can access May's 40 Most Attractive Stocks as of Tuesday, May 6.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
May 6, 20250Comments

Most Dangerous Stocks Model Portfolio: May 2025

Professional Members and higher can access May's 31 Most Dangerous Stocks as of Tuesday, May 6.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
May 5, 20250Comments

Growth Story Screeches to a Halt

Now, perhaps more than ever, investors need to be diligent in an increasingly speculative market.
by Hakan Salt, Associate Investment Analyst
Danger Zone Podcast
May 5, 20250Comments

Podcast: Why This Auto Maker Finds Itself 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: Growth Story Screeches to a Halt.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 2, 20250Comments

ICYMI: New Long Idea, New Danger Zone Pick, FREE Stock Pick Just for Readers, The Latest Earnings Watch Parties, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of April 28, 2025.
by Hakan Salt, Associate Investment Analyst
May 2, 20250Comments

Watch Our Earnings Recap on Apple, Amazon, Eli Lilly, Mastercard, Microstrategy, and More

Since a few of you said you couldn’t join the live show, we wanted to offer the replay of the Friday Earnings Watch for free.
by Kyle Guske II, Senior Investment Analyst, MBA
May 2, 20250Comments

Watch Our Earnings Recap on Microsoft, Meta, Starbucks, Visa, Qualcomm, Pfizer, and More

We went live to discuss the real earnings for MSFT, META, SBUX, V, KO, QCOM, BKNG, CAT, PFE, SPOT, AMT, MO, and more.
by Kyle Guske II, Senior Investment Analyst, MBA
September's Dividend Growth Portfolio
May 2, 20250Comments

Free Stock Pick from our Safest Dividend Yields Model Portfolio for April 2025

Get details on one of the stocks in April 2025's Safest Dividend Yields Model Portfolio.
by Hakan Salt, Associate Investment Analyst
May 2, 20250Comments

Model Portfolio Performance Through 1Q25

Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios in 1Q25.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
April 30, 20250Comments

No Beef with Growing Profits

Opportunities to buy quality businesses at undervalued prices are rising given the disconnect between past performance and future expectations.
by Hakan Salt, Associate Investment Analyst
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