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Long Idea
May 6, 20260Comments

Starved Supply Feeds Strong Profit Growth

These combined forces create a favorable backdrop for producers with scale and cost advantages.
by Daniel Oliveira
May 6, 20260Comments

Model Portfolio Performance Through 1Q26

Our Model Portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these Model Portfolios in 1Q26.
by Kyle Guske II, Senior Investment Analyst, MBA
May 6, 20260Comments

Live Podcast Friday: Is Earnings Season Meeting Expectations?

All are welcome to join us for our next live podcast on Friday, May 8 at 12pm EST.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
May 6, 20260Comments

Most Attractive Stocks Model Portfolio: May 2026

Professional Members and higher can access May's 40 Most Attractive Stocks as of Wednesday, May 6.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
May 6, 20260Comments

Most Dangerous Stocks Model Portfolio: May 2026

Professional Members and higher can access May's 36 Most Dangerous Stocks as of Wednesday, May 6.
by Kyle Guske II, Senior Investment Analyst, MBA
May 5, 20260Comments

Palantir’s Beats Are “Not Good Enough”

Expectations matter, especially when analyzing the risk/reward of a high-flying stock such as Palantir.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 1, 20260Comments

ICYMI: New Long Idea and Danger Zone Pick, Takeaways from the FinSights Showcase in Vegas, AI Talk at Kellogg, Best & Worst ETFs & Mutual Funds in 2Q26, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of April 27, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
May 1, 20260Comments

Watch Our Recap: Earnings from Alphabet, Apple, Microsoft, Amazon, Meta, Booking, Coca-Cola, and More

The headlines were very positive and for good reason. This market is strong, but there are chinks in the armor.
by Kyle Guske II, Senior Investment Analyst, MBA
May 1, 20260Comments

Watch the FinSights Showcase from Google Cloud Next 2026

See how AI agents are moving beyond basic chat to perform complex, multi-step financial analysis, the unique challenges of financial data, and more.
by Kyle Guske II, Senior Investment Analyst, MBA
May 1, 20260Comments

AI In Finance: David Trainer’s Presentation at Kellogg School of Management

Bryan Seegmiller, Assistant Professor of Finance at Northwestern’s Kellogg School of Management recently hosted CEO David Trainer for a guest lecture on AI in Finance.
by Kyle Guske II, Senior Investment Analyst, MBA
April 30, 20260Comments

Featured Stock from our Safest Dividend Yields Model Portfolio for April 2026

Get details on one of the stocks in April 2026's Safest Dividend Yields Model Portfolio.
by Daniel Oliveira
Model Portfolio
April 30, 20260Comments

Focus List Stocks: Long – Update 4/30/26

We’ve made the following update to our Focus List Stocks: Long Model Portfolio as of April 30, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
April 30, 20260Comments

Dividend Growth Stocks Model Portfolio: April 2026

Professional Members and higher can access April's Dividend Growth Stocks Model Portfolio as of Thursday, April 30.
by Kyle Guske II, Senior Investment Analyst, MBA
April 29, 20260Comments

Separating Energy Sector Winners from Losers

Maximize allocation to good stocks in the sector, minimize allocation to bad stocks, and tap into larger macro tailwinds.
by Kyle Guske II, Senior Investment Analyst, MBA
April 29, 20260Comments

AI and Investing: David Trainer’s Presentation at Harvard Business School

Yuan Zou, Assistant Professor at Harvard Business School, hosted CEO David Trainer for a panel discussion on AI’s impact on investing.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
April 28, 20260Comments

How to Avoid the Worst Style Mutual Funds 2Q26

Here are red flags investors can use to avoid the worst style mutual funds for 2Q26.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
April 28, 20260Comments

How to Avoid the Worst Style ETFs 2Q26

Here are three red flags investors can use to avoid the worst style ETFs for 2Q26.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
April 28, 20260Comments

How to Avoid the Worst Sector Mutual Funds 2Q26

Here are red flags investors can use to avoid the worst sector mutual funds for 2Q26.
by Kyle Guske II, Senior Investment Analyst, MBA
Avoid Worst Funds
April 28, 20260Comments

How to Avoid the Worst Sector ETFs 2Q26

Here are three red flags investors can use to avoid the worst sector ETFs for 2Q26.
by Kyle Guske II, Senior Investment Analyst, MBA
Find Best Sector Funds
April 28, 20260Comments

How to Find the Best Style Mutual Funds 2Q26

Learn how to pick the best style mutual funds with so many to choose from in 2Q26.
by Kyle Guske II, Senior Investment Analyst, MBA
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