Focus List Stocks: Long – Update 5/23/18
We've added one and removed one stock from our Focus List - Long Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Installed Building Products 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: Installed Building Products (IBP).
Kyle Guske II, Senior Investment Analyst, MBA
This Pick and Shovel Stock is Still a Value
Accounting results understate the impressive profit growth of this market leader.
Sam McBride
Pre-IPO Coverage: GreenSky Inc. (GSKY)
This report aims to help investors sort through GreenSky’s financial filings to understand the fundamentals and valuation of this IPO.
Kyle Guske II, Senior Investment Analyst, MBA
Safest Dividend Yields Model Portfolio: May 2018
Platinum Members and higher can access May's Safest Dividend Yields Model Portfolio as of Wednesday, May 23.
Kyle Guske II, Senior Investment Analyst, MBA
Pre-IPO Coverage: EVO Payments, Inc. (EVOP)
This report aims to help investors sort through EVO Payments’ financial filings to understand the fundamentals and valuation of this IPO.
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in May’s Exec Comp & ROIC Model Portfolio
Three new stocks make May’s Exec Comp Aligned with ROIC Model Portfolio. Get a free look at one of the stocks in this month's Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Updated Performance Methodology of the Focus List Model Portfolios
Our time-weighted methodology failed to properly capture the impact of tickers removed from the Focus List. To correct this oversight, we’re updating the performance methodology of our Focus List Model Portfolios.
Kyle Guske II, Senior Investment Analyst, MBA
This Roll-Up Can’t Roll Forever
This firm is a classic “roll-up” that has been buying up smaller competitors for years to manufacture EPS growth. Its recent and largest acquisition to date is also the most harmful to shareholders.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: New Long Idea, Focus List Updates, Model Portfolio Update & Modern Research Tools Webinar Replay
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
Average Invested Capital: Explanation and Examples
In our calculation of ROIC, we use a time-weighted average invested capital, to most accurately capture the capital available to a business that can be used to generate NOPAT over the course of a year.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: National Research Corp (NRC)
While the firm’s fundamentals remain strong, its valuation no longer offers attractive risk/reward.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why IQVIA Holdings 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: IQVIA Holdings (IQV).
Kyle Guske II, Senior Investment Analyst, MBA
This Footwear Stock is Back on Sale
It can be scary to buy a stock that’s just dropped 30%, but if the long-term trend in fundamentals remains intact, an unwarranted drop in valuation can lead to a great buying opportunity.
Sam McBride
Exec Comp Aligned with ROIC Model Portfolio: May 2018
Platinum Members and higher can access May's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, May 16.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: Dentsply Sirona (XRAY)
While XRAY’s fundamentals remain weak, the growth expectations implied by its valuation have become less unrealistic after the large price decline.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: Knoll Inc. (KNL)
A decline in fundamentals, along with a weakening competitive position (KNL no longer earns the highest ROIC among competitors) lead us to close this position.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: Briggs & Stratton Corp (BGG)
While BGG’s fundamentals remain weak, the growth expectations implied by its valuation have become less optimistic.
Kyle Guske II, Senior Investment Analyst, MBA
Webinar: “Modern Research Tools for Modern Markets” – Hosted by Interactive Brokers
David Trainer, CEO of New Constructs, presented “Modern Research Tools for Modern Markets” on the Interactive Brokers Education and webinar platform on May 8, 2018. Watch the replay.
Kyle Guske II, Senior Investment Analyst, MBA
Bigger Is Not Always Better
Overpriced acquisitions to grow the topline have destroyed shareholder value and exposed this company to significant data security and privacy risks. These issues, combined with an overvalued stock raise red flags.
Sam McBride