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July 20, 20210Comments

Position Close Update: ACI Worldwide (ACIW)

With limited downside remaining and significant outperformance as a short, we’re closing this short position.
by Kyle Guske II, Senior Investment Analyst, MBA
Incremental Return on Invested Capital
July 20, 20210Comments

Featured Stock in July’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Alex Sword
Cheap Funds Dupe Investors
July 20, 20210Comments

Cheap Funds Dupe Investors – 3Q21

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. 3Q21.
by Kyle Guske II, Senior Investment Analyst, MBA
July 19, 20210Comments

Robinhood IPO: Still A Bad Bet For Investors with Alarming Risk

After analyzing the updated S-1, we still think Robinhood is significantly overpriced and worth no more than $9 billion.
by Alex Sword
Danger Zone Podcast
July 19, 20210Comments

Podcast: Why Robinhood’s IPO is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Robinhood IPO: Still A Bad Bet For Investors with Alarming Risk.
by Kyle Guske II, Senior Investment Analyst, MBA
July 19, 20210Comments

Position Close Update: Caterpillar (CAT)

With limited upside potential, we are closing this long position.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 16, 20210Comments

ICYMI: 2Q21 Earnings Beat & Miss Picks, Robinhood IPO Warnings, 2Q21 Bank Earnings, Better Data Creates Better Credit Ratings, 3Q21 Style & Sector Ratings & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
Sector Ratings Recap
July 16, 20210Comments

3Q21 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 third quarter of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 16, 20210Comments

Small Cap Value Style 3Q21: Best & Worst

The Small Cap Value style ranks seventh out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Small Cap Growth Style 3Q21: Best & Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Small Cap Blend Style 3Q21: Best & Worst

The Small Cap Blend style ranks eighth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
July 16, 20210Comments

Mid Cap Value Style 3Q21: Best & Worst

The Mid Cap Value style ranks tenth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Mid Cap Growth Style 3Q21: Best & Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Mid Cap Blend Style 3Q21: Best & Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Value Style 3Q21: Best & Worst

The Large Cap Value style ranks fourth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Growth Style 3Q21: Best & Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

Large Cap Blend Style 3Q21: Best & Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Value Style 3Q21: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Growth Style 3Q21: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 16, 20210Comments

All Cap Blend Style 3Q21: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 3Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
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