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ICYMI
July 31, 20200Comments

ICYMI: New Long Idea, Next Week’s Earnings Distortion Scorecard, Importance of Analyzing Fund Holdings & the Best ETFs & Mutual Funds in 3Q20

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
July 31, 20200Comments

Position Close Update: Thor Industries (THO)

We believe it is time to take the gains and close this long position.
by Kyle Guske II, Senior Investment Analyst, MBA
July 31, 20200Comments

Featured Stock in July’s Safest Dividend Yields Model Portfolio

Eight new stocks made our Safest Dividend Yields Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.
by Matt Shuler, Investment Analyst II
Find Best Sector Funds
July 31, 20200Comments

How to Find the Best Style Mutual Funds 3Q20

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Matt Shuler, Investment Analyst II
Find Best Sector Funds
July 30, 20200Comments

How to Find the Best Style ETFs 3Q20

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Matt Shuler, Investment Analyst II
Find Best Sector Funds
July 30, 20200Comments

How to Find the Best Sector Mutual Funds 3Q20

How can you pick the best mutual funds when there are so many to choose from?
by Matt Shuler, Investment Analyst II
Find Best Sector Funds
July 30, 20200Comments

How to Find the Best Sector ETFs 3Q20

How can you pick the best ETFs with so many to choose from?
by Matt Shuler, Investment Analyst II
Long Idea
July 29, 20200Comments

Refuel Your Portfolio with This Leading Operator

Investors should book gains from recent winners and redeploy them in stocks that did not participate in the melt-up.
by Matt Shuler, Investment Analyst II
Model Portfolio
July 29, 20200Comments

Dividend Growth Stocks Model Portfolio: July 2020

Platinum Members and higher can access July's Dividend Growth Stocks Model Portfolio as of Wednesday, July 29.
by Kyle Guske II, Senior Investment Analyst, MBA
Cheap Funds Dupe Investors
July 28, 20200Comments

Cheap Funds Dupe Investors – 3Q20

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. 3Q20.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
July 27, 20200Comments

Don’t Forgo Diligence: This Fund’s Strategy Doesn’t Hold Up

We’ve identified a mutual fund with a methodology that largely fails to find quality stocks and charges above average fees in the process.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
July 27, 20200Comments

Podcast: Why This 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: Don't Forgo Diligence: This Fund's Strategy Doesn't Hold Up.
by Kyle Guske II, Senior Investment Analyst, MBA
July 27, 20200Comments

Earnings Distortion Scorecard: Week of 8/3/20-8/7/20

For the week of 8/3/20-8/7/20, we focus on the Earnings Distortion Scores for 116 companies.
by Kyle Guske II, Senior Investment Analyst, MBA
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
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