Focus List Stocks: Long – Update 2/22/18
We’ve added the following stock to our Focus List – Long Model Portfolio as of February 22, 2018.
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: F5 Networks (FFIV)
We are closing this position and removing it from our Focus List – Long Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Thursday, February 22
From yesterday’s research, analysts parsed 72 10-K filings and collected 11,789 data points. In total they made 1,985 forensic accounting adjustments with a dollar value of $1.7 trillion. Pete Apockotos found an unusual item yesterday in Six Flags’ (SIX) 10-K.
Sam McBride
Focus List Stocks: Short – Update 2/21/18
We’ve added the following stock to our Focus List – Short Model Portfolio as of February 21, 2018.
Kyle Guske II, Senior Investment Analyst, MBA
Buy the Dip on This Recently Upgraded Insurer & Asset Manager
This firm, which provides retirement planning, asset management, and insurance products, was unjustly knocked despite its strong fundamentals. After the selloff, the opportunity to buy the dip has arrived.
Kyle Guske II, Senior Investment Analyst, MBA
Safest Dividend Yields Model Portfolio: February 2018
Platinum Members and higher can access February's Safest Dividend Yields Model Portfolio as of Thursday, February 22.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Regis Corporation is in the Danger Zone
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Regis Corporation (RGS).
Kyle Guske II, Senior Investment Analyst, MBA
Getting ROIC Right – Get The White Paper
Ernst & Young white paper shows our financial models are superior.
Key quotes:
Why Ernst & Young chose New Constructs:
“To test our hypothesis of the importance in getting the data right to
David Trainer, Founder & CEO
Filing Season Finds: Wednesday, February 21
From yesterday’s research, analysts parsed 111 10-K filings and collected 17,910 data points. In total, they made 2,830 forensic accounting adjustments with a dollar value of $1.3 trillion. Hunter Anderson found an unusual item yesterday in Chesapeake Lodging Trust’s (CHSP) 10-K.
Sam McBride
Featured Stocks in February’s Exec Comp & ROIC Model Portfolio
Seven new stocks make February’s Exec Comp Aligned with ROIC Model Portfolio. Get a free look at one of the stocks in February’s Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
The Real Earnings Season Starts Now
Corporate earnings season may be winding down, but the real earnings season – annual 10-K filing season – starts today.
Sam McBride
A Turnaround Story Failing to Produce Profits
This company has executed its turnaround strategy, but the excepted results (improved profits) have failed to materialize. Instead profits continue to fall, margins lag peers, and strategic initiatives fail to deliver tangible results.
Kyle Guske II, Senior Investment Analyst, MBA
Focus List Stocks: Long – Update 2/15/18
We’ve added the following stock to our Focus List – Long Model Portfolio as of February 15, 2018.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: New Long Idea, Model Portfolio Updates, IBKR Webinar on Machine Learning, & a Very Unattractive Fund to Avoid
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
Now’s the Time to Buy This Discounted Tech Giant
This company has an unprecedented history of growth and profitability, along with a well-deserved reputation as one of the most advanced and innovative companies in the world.
Sam McBride
Exec Comp Aligned with ROIC Model Portfolio: February 2018
Platinum Members and higher can access February's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, February 15.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Meridian Contrarian Fund is in the Danger Zone
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Meridian Contrarian Fund (MFCAX).
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in February’s Most Attractive/Most Dangerous Model Portfolios
Our Most Attractive Stocks underperformed the S&P 500 last month while our Most Dangerous Stocks outperformed the S&P 500 as a short portfolio. See two of the featured stocks from this month’s model portfolios.
Kyle Guske II, Senior Investment Analyst, MBA
A Very Unattractive Fund That Morningstar Gives 4 Stars
The fund’s poor holdings and high fees diminish the likelihood that the fund will outperform moving forward.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: New Long Idea, Tax Reform Losers, Truth for Humans & AI, 2 Barron’s Features & Model Portfolio Updates
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA