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ICYMI
July 24, 20200Comments

ICYMI: New Long Idea X2, New Fixed Income Research, Next Week’s Earnings Distortion Scorecard, Discount Rate Update, Model Portfolio Updates & 3Q20 Style Ratings

Here's what happened at New Constructs this past week
by Matt Shuler, Investment Analyst II
Sector Ratings Recap
July 24, 20200Comments

3Q20 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 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
ROIC
July 24, 20200Comments

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 Matt Shuler, Investment Analyst II
Best & Worst by Style
July 24, 20200Comments

Small Cap Value Style 3Q20: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles as detailed in our 3Q20 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
July 24, 20200Comments

Small Cap Growth Style 3Q20: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 24, 20200Comments

Small Cap Blend Style 3Q20: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 24, 20200Comments

Mid Cap Value Style 3Q20: Best and Worst

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 24, 20200Comments

Mid Cap Growth Style 3Q20: Best and Worst

The Mid Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 24, 20200Comments

Mid Cap Blend Style 3Q20: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
July 23, 20200Comments

Only Inactive Stocks Impacted by Our Operating Lease Obligation Discount Rate Update

Based on today’s models, no actively-traded stocks will be impacted by this update.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 23, 20200Comments

Large Cap Value Style 3Q20: Best and Worst

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 3Q20 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 23, 20200Comments

Large Cap Growth Style 3Q20: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 23, 20200Comments

Large Cap Blend Style 3Q20: Best and Worst

The Large Cap Blend style ranks third out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Matt Shuler, Investment Analyst II
Long Idea
July 22, 20200Comments

This Firm Will Meet Tomorrow’s Healthcare Needs

This Healthcare operator is well-positioned to continue growing profits over the long term.
by Matt Shuler, Investment Analyst II
Best & Worst by Style
July 22, 20200Comments

All Cap Value Style 3Q20: Best and Worst

The All Cap Value style ranks second out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 22, 20200Comments

All Cap Growth Style 3Q20: Best and Worst

The All Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 3Q20 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
July 22, 20200Comments

All Cap Blend Style 3Q20: Best and Worst

The All Cap Blend style ranks fourth out of the twelve fund styles as detailed in our 3Q20 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 22, 20200Comments

Safest Dividend Yields Model Portfolio: July 2020

Platinum Members and higher can access July's Safest Dividend Yields Model Portfolio as of Wednesday, July 22.
by Kyle Guske II, Senior Investment Analyst, MBA
July 21, 20200Comments

Fixed Income Research for 5,000+ Companies

We’re excited to announce the addition of 19 Fixed Income metrics to our 5,000+ (active and inactive) Company Valuation Models.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 20, 20200Comments

Keep on Trucking with This Industry Leader

While the COVID-19 pandemic is hurting the trucking industry in the short-term, we believe the long-term growth of the industry remains intact and there's still value with this leading firm.
by Kyle Guske II, Senior Investment Analyst, MBA
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