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April 21, 20210Comments

Position Close Update: Oshkosh Corporation (OSK)

Given the risk/reward profile skewing more towards risk, we’re taking the gains and closing this long position.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 21, 20210Comments

Large Cap Value Style 2Q21: Best & Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Very Attractive rating.
by Alex Sword
Best & Worst by Style
April 21, 20210Comments

Large Cap Growth Style 2Q21: Best & Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Alex Sword
Best & Worst by Style
April 21, 20210Comments

Large Cap Blend Style 2Q21: Best & Worst

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Alex Sword
Model Portfolio
April 21, 20210Comments

Focus List Stocks: Short – Update 4/21/21

We’ve made the following update to our Focus List Stocks: Short Model Portfolio as of April 21, 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
April 20, 20210Comments

All Cap Index & Sectors: Price to Economic Book Value Through 4Q20

This report analyzes market cap, economic book value, and the trailing price-to-economic book value (PEBV) ratio for the NC 2000 and each of its sectors.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
April 20, 20210Comments

All Cap Value Style 2Q21: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 20, 20210Comments

All Cap Growth Style 2Q21: Best and Worst

The All Cap Growth style ranks eighth out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 20, 20210Comments

All Cap Blend Style 2Q21: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 2Q21 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
April 20, 20210Comments

Style Ratings for ETFs & Mutual Funds: 2Q21

At the beginning of the second quarter of 2021, only the Large Cap Value, Large Cap Blend, and All Cap Blend styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
April 19, 20210Comments

All Cap Index & Sectors: Free Cash Flow Yield Through 4Q20

This report analyzes free cash flow (FCF), enterprise value, and the trailing FCF yield for the NC 2000 and each of its sectors.
by Alex Sword
Danger Zone
April 19, 20210Comments

New Perspective On Meme Stocks: Express Inc. (EXPR)

The meme stock frenzy highlights the lack of reliable fundamental research. EXPR is not worth owning at any price.
by Alex Sword
Danger Zone Podcast
April 19, 20210Comments

Podcast: Why This Retail Meme Stock 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: New Perspective On Meme Stocks: Express Inc. (EXPR).
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
April 16, 20210Comments

ICYMI: Updates on Two Winning Long Ideas, Shining Light on COIN & AMC’s Crazy Valuations, 2020 Market and Sector Fundamental Trends & 2Q21 Sector Ratings

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
PEBV Ratio Analysis
April 15, 20212Comments

All Cap Index & Sectors: ROIC Vs. WACC Through 4Q20

This report presents the drivers of economic earnings (ROIC, NOPAT margin, invested capital turns, and WACC) for our All Cap Index and each of its sectors.
by Kyle Guske II, Senior Investment Analyst, MBA
Economic Earnings
April 15, 20210Comments

All Cap Index & Sectors: Core Earnings Vs. GAAP Net Income Through 4Q20

This report presents the Core Earnings of our All Cap Index and each of its sectors.
by Kyle Guske II, Senior Investment Analyst, MBA
April 15, 20210Comments

Shining Light on the Valuation of Coinbase Draws High Interest

We joined Yahoo Finance, CNBC, Bloomberg, CoinDesk TV, and TD Ameritrade Network to provide unique fundamental perspectives on the valuation of Coinbase’s direct listing.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
April 15, 20210Comments

2Q21 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the second quarter of 2021.
by Kyle Guske II, Senior Investment Analyst, MBA
S&P 500 PEBV Ratio Analysis
April 15, 20210Comments

S&P 500 & Sectors: Price-to-Economic Book Value Through 4Q20

This report analyzes market cap, economic book value, and the price-to-economic book value (PEBV) ratio for the S&P 500 and each of its sectors.
by Alex Sword
April 15, 20210Comments

S&P 500 & Sectors: Free Cash Flow Yield Through 4Q20

This report analyzes free cash flow, enterprise value, and the FCF yield for the S&P 500 and each of its sectors.
by Alex Sword
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