Skip to content
New Constructs
  • Get Access
    • Professional Investors
    • Institutional Investors
    • Quantitative Investors
    • Research Reports & Model Portfolios
    • Individual Investors
    • Newsletter
  • Solutions
    • Indices
    • Stock Ratings
    • Credit Ratings
    • Sector Ratings
    • ETF & Mutual Fund Ratings
    • Earnings Distortion Scores
    • Model Portfolios
    • Long & Short Idea Research
    • Macro Fundamental Research
    • Portfolio Tracking & Alert Emails
    • Screening Tools
    • API
    • Excel Add-In
    • Company Models
    • Marked-Up SEC Filings
    • Research Blog
    • Fundamental Data Products
      • Core Earnings & Earnings Distortion
      • Reported Fundamentals
      • Proprietary Adjusted Fundamentals
      • Value Screens/Metrics
      • Enhanced Value Screens/Metrics
  • Blog
  • Community
    • Online Community Forum
      • Join our Online Community
    • Live Video Podcast (Free)
    • Let’s Talk Long Ideas (Members Only)
    • YouTube Channel
    • Education
      • Free Training Sessions
      • Value Investing 2.0
      • Metrics Definitions
      • Rating Methodologies
      • Accounting Loopholes
      • FASB Tracker
      • Company Models
  • Company
    • About Us
    • Customer Testimonials
    • Partnerships
    • Papers & Case Studies
      • Proven-Superior Models
      • Proven-Superior Stock Ratings
      • Novel Alpha in our Proprietary Data
    • Robo-Analyst Technology
    • News & Media Coverage
    • Stock Picking Accolades
    • Careers
  • Members
July 19, 20240Comments

July 2024 Update with Featured Stock from our Exec Comp Aligned with ROIC Model Portfolio

Get details on one of the stocks in July 2024's Executive Compensation Aligned with ROIC Model Portfolio.
by Hakan Salt, Associate Investment Analyst
Sector Ratings Recap
July 19, 20240Comments

3Q24 Style Ratings Recap

In each quarter, we rank each style from best to worst. The following is our style ratings for the third quarter of 2024.
by Hakan Salt, Associate Investment Analyst
Model Portfolio
July 19, 20240Comments

Safest Dividend Yields Model Portfolio: July 2024

Professional Members and higher can access July's Safest Dividend Yields Model Portfolio as of Friday, July 19.
by Kyle Guske II, Senior Investment Analyst, MBA
July 18, 20240Comments

The Trump Trade No One Is Talking About

The Trump Trade that no one else is talking about sees the market losing the liquidity boost that’s driven it up so much the last several years.
by David Trainer, Founder & CEO
Best & Worst by Style
July 18, 20240Comments

Small Cap Value Style 3Q24: Best and Worst

The Small Cap Value style ranks eighth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Small Cap Growth Style 3Q24: Best and Worst

The Small Cap Growth style ranks twelfth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Small Cap Blend Style 3Q24: Best and Worst

The Small Cap Blend style ranks eleventh out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Mid Cap Value Style 3Q24: Best and Worst

The Mid Cap Value style ranks ninth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Mid Cap Growth Style 3Q24: Best and Worst

The Mid Cap Growth style ranks tenth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Mid Cap Blend Style 3Q24: Best and Worst

The Mid Cap Blend style ranks sixth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Large Cap Value Style 3Q24: Best and Worst

The Large Cap Value style ranks second out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 18, 20240Comments

Large Cap Growth Style 3Q24: Best and Worst

The Large Cap Growth style ranks fifth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report.
by Hakan Salt, Associate Investment Analyst
Long Idea
July 17, 20240Comments

Get Quality Mid Cap Exposure At A Compelling Price

After rigorous analysis of 7,300 ETFs and mutual funds, we found a fund that successfully picks good companies at good prices while charging below average fees.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 17, 20240Comments

Large Cap Blend Style 3Q24: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Value Style 3Q24: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Growth Style 3Q24: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Blend Style 3Q24: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
July 16, 20240Comments

Style Ratings for ETFs and Mutual Funds: 3Q24

Investors looking for style funds that hold quality stocks should focus on the All Cap Value, Large Cap Value, and All Cap Blend styles.
by Hakan Salt, Associate Investment Analyst
July 16, 20240Comments

Live Podcast This Friday – July 19, 2024 at 12pm EST: Exciting AI Stock Pick

All are welcome to join us for our live podcast this Friday July 19 at 12pm EST. Ask us anything. We will take all questions.
by Kyle Guske II, Senior Investment Analyst, MBA
July 16, 20240Comments

Our ROIC Research Versus Morningstar’s: Big Differences

This report highlights a rare opportunity to compare our research to a competitor’s and show how our research provides our clients with insights.
by David Trainer, Founder & CEO
« Older Articles Newer Articles »

Search

  • Free Trainings & Earnings Watch Parties
  • David Trainer’s E-Letters
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Footnotes Season Finds
  • —
  • Stock Picking Awards & Media Features
  • Testimonials
  • General Market Comments
  • —
  • Model Portfolios
  • – Focus List Stocks: Long
  • – Focus List Stocks: Short
  • – Most Attractive Stocks
  • – Most Dangerous Stocks
  • – Best & Worst ETFs & Mutual Funds by Sector
  • – Best & Worst ETFs & Mutual Funds by Style
  • – Exec Comp Aligned With ROIC
  • – Safest Dividend Yields
  • – Dividend Growth Stocks
  • – Model Portfolio Performance
  • —
  • — Training & Education —
  • How To Use Our Site
  • Join Our Online Community
  • Investing 101
  • Backtest Data Details & Case Studies
  • Accounting Rule Changes
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Fundamental Macro Trends & Sector Fundamentals
  • Machine Learning & AI for Smarter Investing
  • —
  • Company Report Index
  • – Tesla (TSLA) – 26 reports
  • – Netflix (NFLX) – 24 reports
  • – General Motors (GM) – 14 reports
  • – Snap (SNAP) – 14 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 10 reports
  • – Carvana (CVNA) – 10 reports
  • – Wayfair (W) – 11 reports
  • – Uber (UBER) – 10 reports
  • – Beyond Meat (BYND) – 10 reports
  • – Spotify (SPOT) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – DoorDash (DASH) – 9 reports
  • – Peloton (PTON) – 9 reports
  • – JPMorgan (JPM) – 8 reports
  • – Skechers USA (SKX) – 8 reports
  • – Rivian Automotive (RIVN) – 8 reports
  • – Target (TGT) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – Oracle (ORCL) – 7 reports
  • – McDonald’s Corporation (MCD) – 7 reports
  • – HCA Healthcare (HCA) – 7 reports
  • – Discover Financial (DFS) – 7 reports
  • – AutoZone (AZO) – 7 reports
  • – Shake Shack (SHAK) – 7 reports
  • – D.R. Horton (DHI) – 7 reports
  • – Meritage Homes (MTH) – 7 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Best Buy (BBY) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 6 reports
  • – GameStop (GME) – 6 reports
  • – Cisco Systems (CSCO) – 6 reports
  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Allison Transmission Holdings (ALSN) – 6 reports
  • – Ford (F) – 6 reports
  • – NVR Inc. (NVR) – 6 reports
  • – Affirm Holdings (AFRM) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Amgen (AMGN) – 5 reports
  • – Johnson & Johnson (JNJ) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Lear Corp (LEA) – 5 reports
  • – Universal Health Services (UHS) – 5 reports
  • – HF Sinclair (DINO) – 5 reports
  • – Omnicom Group (OMC) – 5 reports
  • – Allstate (ALL) – 5 reports
  • – Dropbox (DBX) – 5 reports
  • – Robinhood Markets (HOOD) – 5 reports
  • – Sweetgreen (SG) – 5 reports
  • – Microsoft (MSFT) – 4 reports
  • – Caterpillar (CAT) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Kimberly-Clark (KMB) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Equinix (EQIX) – 3 reports
  • – Cummins (CMI) – 3 reports

About Us Testimonials In the News Support Careers General Legal Documentation
Copyright 2025 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acknowledgement of our Disclosures and Disclaimers and acceptance of our Terms of Use and Privacy Policy.