Micro-Bubble Winners Continue to Outperform
These “Micro-Bubble winners” remain undervalued and we expect them to continue to outperform.
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
How To Find the Best Style Mutual Funds 3Q19
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?
Kyle Guske II, Senior Investment Analyst, MBA
How To Find the Best Style ETFs 3Q19
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?
Kyle Guske II, Senior Investment Analyst, MBA
How To Find the Best Sector Mutual Funds 3Q19
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?
Kyle Guske II, Senior Investment Analyst, MBA
How To Find the Best Sector ETFs 3Q19
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?
Kyle Guske II, Senior Investment Analyst, MBA
Cheap Funds Dupe Investors – 3Q19
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. 3Q19.
Kyle Guske II, Senior Investment Analyst, MBA
Don’t Pay for Overvalued “Growth” Stocks
Despite its 3 or 4-Star Morningstar rating (depending upon share class), this is a mutual fund investors should avoid.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why This Growth 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 Pay for Overvalued “Growth” Stocks.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: New Long Idea, Netflix’s Failing Strategy, Misleading Turnaround Story, Relaxed Disclosures Harm Investors, 3Q19 Style Ratings & Updated Model Portfolios
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
3Q19 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 2019.
Kyle Guske II, Senior Investment Analyst, MBA
Safest Dividend Yields Model Portfolio: July 2019
Platinum Members and higher can access July’s Safest Dividend Yields Model Portfolio as of Friday, July 19.
Kyle Guske II, Senior Investment Analyst, MBA
Netflix’s Original Content Strategy Is Failing
The loss of licensed content, increased competition, and higher prices in the future mean investors should expect more disappointing subscriber numbers going forward.
Sam McBride
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.
Kyle Guske II, Senior Investment Analyst, MBA
This Fund Finds Value by Recognizing the Flaws in Accounting Earnings
This fund's managers look beyond accounting earnings to pick higher quality stocks with cheap valuations.
Sam McBride
Webinar: “ROIC: The Truth Behind the Numbers” – Hosted by Interactive Brokers
Watch the webinar replay to learn why ROIC is the best measure of profitability and how to accurately calculate it and other key metrics such as economic earnings.
Kyle Guske II, Senior Investment Analyst, MBA
Small Cap Value Style 3Q19: Best and Worst
The Small Cap Value style ranks eighth out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
Small Cap Growth Style 3Q19: Best and Worst
The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report.It gets our Unattractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
Small Cap Blend Style 3Q19: Best and Worst
The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
Kyle Guske II, Senior Investment Analyst, MBA
Mid Cap Value Style 3Q19: Best and Worst
The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
Kyle Guske II, Senior Investment Analyst, MBA
Mid Cap Growth Style 3Q19: Best and Worst
The Mid Cap Growth style ranks last out of the twelve fund styles as detailed in our 3Q19 Style Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
Kyle Guske II, Senior Investment Analyst, MBA