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Long Idea
April 27, 20220Comments

Focus on Fundamentals in Stormy Markets – Part 1

As the MOMO, YOLO, and BTFD days sink deeper into the past, we remind investors to focus on fundamentals.
by Matt Shuler, Investment Analyst II
Cheap Funds Dupe Investors
April 27, 20220Comments

Cheap Funds Dupe Investors – 2Q22

Investors are good at picking cheap funds. We want them to be better at picking funds with good stocks. Both are required to maximize success. 2Q22.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
April 27, 20222Comments

Focus List Stocks: Long – Update 4/27/22

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of April 27, 2022.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
April 25, 20220Comments

Avoid Low ROIC Businesses in Turbulent Markets – Part 2

This report focuses on a company with particularly poor ROIC and reiterates our warning on its stock.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
April 25, 20220Comments

Avoid Low ROIC Businesses in Turbulent Markets – Part 1

A difficult economic environment and choppy markets are forcing investors to take a closer look at the fundamentals of stocks they own.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
April 25, 20220Comments

Podcast: Why Low ROIC Businesses Are in The Danger Zone

Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: Avoid Los ROIC Businesses in Turbulent Markets
by Kyle Guske II, Senior Investment Analyst, MBA
April 25, 20220Comments

Position Close Update: Diebold Nixdorf (DBD)

Given the outperformance as a short, we’re closing this Danger Zone pick.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
April 22, 20220Comments

ICYMI: Netflix Has More Room to Tumble, a Strong Tech Stock for a Stormy Market, Institutions Might Bail on Musk and Tesla, the Best & Worst Style ETFs & Mutual Funds in 2Q22, and Model Portfolio Updates

Here's what happened at New Constructs this past week. April 22, 2022.
by Matt Shuler, Investment Analyst II
April 22, 20220Comments

The World of Elon Musk and Tesla: Bloomberg Triple Take

We joined Bloomberg Triple Take to discuss why institutional investors may tire of owning Tesla and more.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
April 22, 20220Comments

2Q22 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Style Ratings Report. The following is our analysis of each style for the second quarter of 2022.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Small Cap Value Style 2Q22: Best and Worst

The Small Cap Value style ranks tenth out of the twelve fund styles, as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Small Cap Growth Style 2Q22: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Small Cap Blend Style 2Q22: Best and Worst

The Small Cap Blend style ranks eighth out of the twelve fund styles, as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Mid Cap Value Style 2Q22: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles, as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 21, 20220Comments

Mid Cap Growth Style 2Q22: Best and Worst

The Mid Cap Growth style ranks ninth out of the twelve fund styles, as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 21, 20220Comments

Mid Cap Blend Style 2Q22: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 21, 20220Comments

Large Cap Value Style 2Q22: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Large Cap Growth Style 2Q22: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

Large Cap Blend Style 2Q22: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20220Comments

All Cap Value Style 2Q22: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles as detailed in our 2Q22 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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