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April 24, 20190Comments

GAAP Earnings Underestimate This Industrial Turnaround

This firm has dramatically improved its profitability since adding ROIC to its exec comp plan, has a cheap valuation and significant growth opportunities.
by Sam McBride
April 23, 20190Comments

See Us on CNBC Talking Snap

We joined CNBC on Tuesday, April 23 to discuss Snap’s earnings, the competitive challenges it faces, and its valuation.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 23, 20190Comments

Large Cap Value Style 2Q19: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 23, 20190Comments

Large Cap Growth Style 2Q19: Best and Worst

The Large Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 23, 20190Comments

Large Cap Blend Style 2Q19: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Very Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 23, 20190Comments

All Cap Value Style 2Q19: Best and Worst

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 23, 20190Comments

All Cap Growth Style 2Q19: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
April 23, 20190Comments

All Cap Blend Style 2Q19: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 2Q19 Style Ratings report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
April 22, 20190Comments

Style Ratings For ETFs & Mutual Funds: 2Q19

At the beginning of the second quarter of 2019, only the Large Cap Blend, Large Cap Value, and All Cap Blend styles earn Attractive-or-better ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
April 22, 20190Comments

Uber’s IPO Valuation Makes No Sense

In almost every respect, Uber looks even more dangerous than Lyft (LYFT), which is already down from its overvalued IPO price.
by Sam McBride
April 22, 20190Comments

Podcast: Why This Upcoming IPO 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: Uber’s IPO Valuation Makes No Sense.
by Kyle Guske II, Senior Investment Analyst, MBA
April 22, 20190Comments

Webinar: “Issues with EV/EBITDA & How Debt to Equity Can Mislead Investors” – Hosted by TD Ameritrade

We presented “Issues with EV/EBITDA & How Debt to Equity Can Mislead Investors” on the TD Ameritrade Education platform on April 16, 2019.
by Kyle Guske II, Senior Investment Analyst, MBA
April 18, 20190Comments

ICYMI: Our Take on UBER & PINS, New Long Idea, EPS Growth Is Fake, A Dangerous Valuation Shortcut & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
April 18, 20190Comments

Featured Stock in April 2019’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in April 2019's Model Portfolio.
by Andrew Gallagher
April 18, 20190Comments

Safest Dividend Yields Model Portfolio: April 2019

Platinum Members and higher can access March’s Safest Dividend Yields Model Portfolio as of Thursday, April 18.
by Kyle Guske II, Senior Investment Analyst, MBA
April 17, 20190Comments

See Us on Yahoo Finance Digging into Pinterest’s IPO

We joined Yahoo Finance’s YFi AM on Thursday, April 18, to discuss Pinterest’s IPO, its valuation, and path to profitability.
by Kyle Guske II, Senior Investment Analyst, MBA
April 17, 20190Comments

Traditional Research Misses This Long Idea

Despite positives, such as profit growth and execs incentivized to create shareholder value, this stock is priced as if profits will permanently decline.
by Kyle Guske II, Senior Investment Analyst, MBA
April 16, 20190Comments

Pre-IPO Coverage: Pinterest (PINS)

This report aims to help investors sort through Pinterest’s financial filings to understand the fundamentals and valuation of this IPO.
by Sam McBride
April 16, 20190Comments

Webinar: “Pitfalls of Price-to-Book Ratios, ROE, and EV/EBITDA” – Hosted by Interactive Brokers

We presented “Pitfalls of Price-to-Book Ratios, ROE, and EV/EBITDA” on the Interactive Brokers Education platform on April 16, 2019
by Kyle Guske II, Senior Investment Analyst, MBA
April 16, 20190Comments

Big Tech Still Dominates Economic Earnings Growth

GAAP earnings don’t just mislead investors about the amount of growth in 2018, they also present a misleading picture of the breadth of earnings growth.
by Sam McBride
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