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Model Portfolio
June 17, 20200Comments

Focus List Stocks: Long – Update 6/17/20

We’ve added the following stocks to our Focus List Stocks: Long Model Portfolio as of June 17, 2020.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
June 16, 20200Comments

Exec Comp Aligned with ROIC Model Portfolio: June 2020

Platinum Members and higher can access June's Executive Compensation Aligned With ROIC Model Portfolio as of Tuesday, June 16.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 15, 20201Comments

This Firm Is Geared Up for a Recovery

COVID-19-related decline in customer demand has many investors overlooking this best-in-class commercial vehicle parts supplier. We think there’s great value to be had.
by Matt Shuler, Investment Analyst II
Danger Zone Podcast
June 15, 20200Comments

Podcast: Why Investors Ignoring This Commercial Vehicle Supplier Are In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: This Firm Is Geared Up for a Recovery.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 12, 20200Comments

ICYMI: Earnings Are Better than You Think, Two New Long Ideas, an Active Fund Not Worth Its Fees & a Most Attractive & Most Dangerous Stock Pick

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
June 12, 20200Comments

The Market Is Right & Consensus Earnings Are Wrong

Now is the best time in many, many years for investors to pick individual stocks, especially those armed with differentiated insight into earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in MAMD Portfolios
June 11, 20200Comments

Featured Stocks in June’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from this month’s model portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 10, 20200Comments

Infrastructure Spending Lifts This Firm to New Heights

The market has routed this Industrials stock which gives investors the opportunity to add a high-quality stock to their portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 10, 20200Comments

This Stock Will Come Back in Style

This industry-leading apparel company has the cash flows and balance sheet to survive the downturn and is well-positioned to grow profits during the economic recovery.
by Matt Shuler, Investment Analyst II
Danger Zone Podcast
June 10, 20200Comments

Podcast: Why Investors Ignoring This Apparel Firm Are In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: This Stock Will Come Back in Style.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 5, 20200Comments

ICYMI: New Long Idea, The Comeback of Active Investing, Avoid This Fund, Stock Picking Accolades, Next Week’s Earnings Distortion Scorecard & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
June 5, 20200Comments

June 2020 Stock Picking Accolades: #6 in Healthcare, #7 Last Twelve Months, #7 Industrials

We are June’s #6 ranked stock picker in Healthcare, #7 in Last Twelve Months, and #7 in Industrials per SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
June 4, 20200Comments

Featured Stock in May’s Dividend Growth Model Portfolio

14 new stocks made our Dividend Growth Stocks Model Portfolio this month. Get a free look at one of the stocks in the most recent portfolio.
by Matt Shuler, Investment Analyst II
June 3, 20200Comments

The Coming Comeback of Active Investing – Alpha Trader Interview

CEO David Trainer joined Aaron Task and Stephen Alpher on the Alpha Trader podcast to discuss how investors should navigate the current market.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 3, 20200Comments

This Fund Allocates to Quality Firms at Discounted Prices

We’ve identified a mutual fund with below average fees and higher-quality holdings than its benchmark.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
June 3, 20200Comments

Most Attractive Stocks Model Portfolio: June 2020

Gold Members and higher can access May's 40 Most Attractive Stocks as of Wednesday, June 3.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
June 3, 20200Comments

Most Dangerous Stocks Model Portfolio: June 2020

Gold Members and higher can access June's 28 Most Dangerous Stocks as of Wednesday, June 3.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
June 1, 20200Comments

When Active Management Fails to Justify Its Fees

We’ve identified a mutual fund with higher fees and worse holdings than its benchmark and the overall market.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
June 1, 20200Comments

Podcast: Why This All Cap Growth Mutual Fund 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: When Active Management Fails to Justify Its Fees.
by Kyle Guske II, Senior Investment Analyst, MBA
June 1, 20200Comments

Earnings Distortion Scorecard: Week of 6/8/20-6/12/20

For the week of 6/8/20-6/12/20, we focus on the Earnings Distortion Scores for 6 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
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