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September 12, 20180Comments

Buy This High-Yielding Stock with an Underrated Moat

Over its 150+ year history, this company has adapted to technological transformations, built up an impressive economic moat, and become a cash cow.
by Sam McBride
September 11, 20180Comments

Focus List Stocks: Short – Update 9/11/18

We’ve removed the following stock from our Focus List – Short Model Portfolio as of September 11, 2018.
by Kyle Guske II, Senior Investment Analyst, MBA
September 11, 20180Comments

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

See two of the featured stocks from this month’s model portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
September 10, 20180Comments

Position Close Update: Regis Corporation (RGS)

While RGS still earns a bottom-quintile 3% return on invested capital (ROIC), its valuation no longer presents attractive risk/reward given the improving fundamentals.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
September 10, 20180Comments

Danger Zone: Bursting Another Tech Micro-Bubble

Here’s what makes this company part of the micro-bubble.
by Kyle Guske II, Senior Investment Analyst, MBA
September 10, 20180Comments

Bursting the Micro-Bubble – Part 2

We highlighted five micro-bubble stocks in “Bursting the Micro-Bubble – Part 1.” See the two stocks we’re putting in our next micro-bubble.
by Kyle Guske II, Senior Investment Analyst, MBA
September 7, 20180Comments

ICYMI: New Long Idea, #1 Ranking in Healthcare, Model Portfolio Updates, & Featuring a Dividend Growth Stock

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
September 7, 20180Comments

#1 Stock Picker – Healthcare LTM – September 2018

New Constructs is September’s #1 ranked stock picker in Healthcare over the last twelve months (LTM) per SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
September 6, 20180Comments

Most Attractive Stocks Model Portfolio: September 2018

Gold Members and higher can access September's 40 Most Attractive Stocks as of Thursday, September 6.
by Kyle Guske II, Senior Investment Analyst, MBA
September 6, 20180Comments

Most Dangerous Stocks Model Portfolio: September 2018

Gold Members and higher can access September's 40 Most Dangerous Stocks as of Thursday, September 6.
by Kyle Guske II, Senior Investment Analyst, MBA
September 5, 20180Comments

Fund Managers Focused on the Right Metric

Occasionally, we come across a fund whose managers diligently leverage ROIC in their investment strategy. This week we are featuring one such fund - AQQPX.
by Kyle Guske II, Senior Investment Analyst, MBA
September 5, 20180Comments

Featured Stock in August’s Dividend Growth Model Portfolio

13 new stocks made our Dividend Growth Stocks 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
August 31, 20180Comments

ICYMI: Activist Targets, Model Portfolio Updates, The High Price of Poor Corp Governance & Featuring a Safest Dividend Yield Stock

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
August 30, 20180Comments

Dividend Growth Stocks Model Portfolio: August 2018

Platinum Members and higher can access August's Dividend Growth Stocks Model Portfolio as of Thursday, August 30.
by Kyle Guske II, Senior Investment Analyst, MBA
August 30, 20180Comments

Podcast: Why Bad Corporate Governance is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this past week: Danger Zone: Managers Who Get Away with Bad Corporate Governance.
by Kyle Guske II, Senior Investment Analyst, MBA
August 28, 20180Comments

Featured Stock in August’s Safest Dividend Yields Model Portfolio

Six new stocks made 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
Danger Zone
August 27, 20181Comments

Danger Zone: Managers Who Get Away with Bad Corporate Governance

We highlight a company that should adopt ROIC as a performance measure before an activist comes in and does it for them.
by Kyle Guske II, Senior Investment Analyst, MBA
August 27, 20180Comments

Poor Corporate Governance Makes These Companies Potential Targets for Activist Investors

CEO’s That Focus on ROIC Outperform and the corollary to that argument is that the opposite is also true: CEO’s that don’t focus on ROIC underperform.
by Sam McBride
August 24, 20180Comments

ICYMI: New Long Idea, Stupid Money Risk Is Real, Model Portfolio Updates, Updating a Previous Pick & More Pension Red Flags

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
August 24, 20180Comments

See Us on Real Vision TV Talking the Importance of ROIC

David Trainer sat down with Justine Underhill of Real Vision TV to talk about our recent Long Idea “CEO’s That Focus on ROIC Outperform.”
by Kyle Guske II, Senior Investment Analyst, MBA
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