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August 21, 20190Comments

This Fund’s Superior Stock Picking Should Drive Outperformance

Managers look beyond accounting earnings and focus on economic profit and free cash flow.
by Kyle Guske II, Senior Investment Analyst, MBA
featured exec comp
August 21, 20190Comments

Featured Stock in August’s Exec Comp & ROIC Model Portfolio

Get a free look at one of the stocks in this month's Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
August 21, 20190Comments

Safest Dividend Yields Model Portfolio: August 2019

Platinum Members and higher can access August’s Safest Dividend Yields Model Portfolio as of Wednesday, August 21.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
August 19, 20191Comments

WeWork Is the Most Ridiculous IPO of 2019

WeWork might not be the largest IPO of 2019, but it is easily the most ridiculous, and the most dangerous.
by Sam McBride
Danger Zone Podcast
August 19, 20190Comments

Podcast: Why One of This Year’s Biggest IPOs Is in the Danger Zone

Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: WeWork Is the Most Ridiculous IPO of 2019.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
August 16, 20190Comments

ICYMI: New Long Idea, Why Netflix is Doomed, Yahoo Finance Interview, Uber Update, & Exec Comp Model Portfolio

Here's what happened at New Constructs this past week
by Sam McBride
Danger Zone Podcast
August 16, 20190Comments

Podcast: Why Netflix Is Back in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: All The Reasons Why Netflix Is Doomed.
by Sam McBride
Model Portfolio
August 16, 20190Comments

Exec Comp Aligned with ROIC Model Portfolio: August 2019

Platinum Members and higher can access August Executive Compensation Aligned With ROIC Model Portfolio as of Friday, August 15.
by Sam McBride
August 14, 20191Comments

4 Long Ideas That Didn’t Go as Planned

When we write our Long Ideas, we try to anticipate every possible outcome. Nevertheless, sometimes we get things wrong.
by Sam McBride
August 14, 20190Comments

Uber Gives Investors the Worst of Both Worlds

Uber’s slowing growth and mounting losses reaffirm our belief that this stock has no viable path to justifying its valuation.
by Sam McBride
Featured Stocks in MAMD Portfolios
August 14, 20192Comments

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

20 new stocks make our Most Attractive list this month, and 21 new stocks fall onto the Most Dangerous list this month.
by Sam McBride
August 13, 20190Comments

See Us on Yahoo Finance Talking Tariffs/Uber

Get the truth about these complicated topics on Tuesday, August 13 at 1:15 pm ET, when we join Yahoo Finance’s YFi PM.
by Sam McBride
August 12, 20193Comments

All The Reasons Why Netflix Is Doomed

We’ve been bearish on Netflix for many years, and it seems as if the market is finally catching on to the issues with the business model that we’ve seen all along
by Sam McBride
August 9, 20190Comments

ICYMI: New Long Idea, Dangerous Micro-Bubble Stocks, TD Ameritrade Network Interview, & 2Q19 Model Portfolio Performance Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
August 7, 20190Comments

Buy the Dip on This High-Quality Company

Investors are worried about a potential dip in earnings next year while ignoring positive long-term trends.
by Sam McBride
August 7, 20190Comments

Focus List Stocks: Long – Update 8/7/19

We’ve removed the following stocks from our Focus List – Long Model Portfolio as of August 7, 2019.
by Kyle Guske II, Senior Investment Analyst, MBA
August 7, 20190Comments

On TD Ameritrade Network Talking Disney’s Earnings

We joined TDA Network’s Morning Trade Live on August 7 to discuss Disney’s recent earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
August 7, 20190Comments

Most Attractive Stocks Model Portfolio: August 2019

Gold Members and higher can access August's 40 Most Attractive Stocks as of Wednesday, August 7.
by Kyle Guske II, Senior Investment Analyst, MBA
August 7, 20190Comments

Most Dangerous Stocks Model Portfolio: August 2019

Gold Members and higher can access August's 40 Most Dangerous Stocks as of Wednesday, August 7.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
August 5, 20190Comments

Avoid the Micro-Bubble Stocks

The Micro-Bubble stocks remain overvalued and we expect them to continue to underperform the market (outperform as shorts).
by Kyle Guske II, Senior Investment Analyst, MBA
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