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March 7, 20192Comments

Finding Danger in the Footnotes – TD Ameritrade Network

David Trainer joined Morning Trade Live on the TD Ameritrade Network to show how footnotes reveal highly misleading reported earnings and overvalued stock prices.
by Kyle Guske II, Senior Investment Analyst, MBA
March 7, 20190Comments

Featured Stock in February’s Dividend Growth Model Portfolio

18 new stocks made our Dividend Growth Stocks Model Portfolio this month. Get a free look at one of the stocks in the most recent portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
March 6, 20190Comments

A Misleading ROIC Calculation Is Today’s Filing Season Find

From yesterday's research, our analysts parsed 54 10-K filings and collected 5,120 data points. In total, they made 938 forensic accounting adjustments with a dollar value of $313 billion.
by Sam McBride
March 6, 20190Comments

Long Ideas: Finding Value Hidden by the Noise

Two stocks that have expensive price-to-book ratios but are undervalued.
by Kyle Guske II, Senior Investment Analyst, MBA
March 6, 20190Comments

Most Attractive Stocks Model Portfolio: March 2019

Gold Members and higher can access March's 40 Most Attractive Stocks as of Wednesday, March 6.
by Kyle Guske II, Senior Investment Analyst, MBA
March 6, 20190Comments

Most Dangerous Stocks Model Portfolio: March 2019

Gold Members and higher can access March's 40 Most Dangerous Stocks as of Wednesday, March 6.
by Kyle Guske II, Senior Investment Analyst, MBA
March 5, 20190Comments

Related Party Transactions Raise Red Flags In Today’s Filing Season Find

From yesterday's research, our analysts parsed 201 10-K filings and collected 22,154 data points. In total, they made 4,384 forensic accounting adjustments with a dollar value of $844 billion.
by Sam McBride
March 5, 20190Comments

Webinar “Pitfalls of Relying on P/E Ratios” – Hosted by Interactive Brokers

David Trainer, CEO of New Constructs, presented “Pitfalls of Relying on P/E Ratios” on the IBKR Education platform on March 5, 2019. Watch the replay.
by Kyle Guske II, Senior Investment Analyst, MBA
March 4, 20190Comments

Early Returns Look Bad for This Merger

Last week, analysts parsed 659 10-K filings and collected 72,984 data points. In total, they made 15,056 accounting adjustments with a dollar value of $6 trillion.
by Sam McBride
Danger Zone
March 4, 20190Comments

Danger Zone: Traditional Value Investors

Unfortunately, much of what passes for value investing today relies on accounting book value and other metrics whose utility has atrophied significantly over the years.
by Sam McBride
March 4, 20190Comments

Podcast: Why Traditional Value Investing 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: Danger Zone: Traditional Value Investors.
by Kyle Guske II, Senior Investment Analyst, MBA
March 1, 20190Comments

ICYMI: New Long Ideas, Danger in Footnotes, IBKR & TD Ameritrade Webinars, Filing Season Finds, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
March 1, 20190Comments

Hidden Non-Operating Income Is Today’s Filing Season Find

From yesterday's research, our analysts parsed 175 10-K filings and collected 19,543 data points. In total, they made 4,041 forensic accounting adjustments with a dollar value of $1.4 trillion.
by Sam McBride
March 1, 20190Comments

TD Ameritrade to Host our Webinar on March 12, 6pm ET: “Pitfalls of Relying on P/E Ratios & Problems with ROE”

David Trainer, CEO of New Construts, will present “Pitfalls of Relying on P/E Ratios & Problems with ROE” on the TD Ameritrade Education platform.
by Kyle Guske II, Senior Investment Analyst, MBA
March 1, 20190Comments

Webinar Series – “Value Investing 2.0” – TD Ameritrade Education

Watch our Value Investing 2.0 webinar series on the TD Ameritrade Education platform
by Kyle Guske II, Senior Investment Analyst, MBA
February 28, 20190Comments

See our Presentation for Cornell’s MBA FinTech Intensive

David Trainer visited Cornell’s stunning new tech campus on Roosevelt Island to present our Robo-Analyst to Cornell’s SC Johnson College of Business’ “Fintech Intensive.”
by Kyle Guske II, Senior Investment Analyst, MBA
February 28, 20190Comments

CEO-Friendly Provisions Are Today’s Filing Season Find

From yesterday's research, our analysts parsed 147 10-K filings and collected 16,613 data points. In total, they made 3,500 forensic accounting adjustments with a dollar value of $1.6 trillion.
by Sam McBride
February 28, 20190Comments

Featured Stock in February’s Safest Dividend Yields Model Portfolio

11 new stocks make our Safest Dividend Yield Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
February 27, 20190Comments

Long Ideas: Finding Gold in the Footnotes (Feb 2019)

Our analysis of footnotes is critical to finding companies where reported earnings understate economic earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
February 27, 20190Comments

New Accounting Rules Bloat Balance Sheets in Today’s Filing Season Find

From yesterday's research, our analysts parsed 79 10-K filings and collected 8,899 data points. In total, they made 1,844 forensic accounting adjustments with a dollar value of $854 billion.
by Kyle Guske II, Senior Investment Analyst, MBA
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