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New Constructs
October 18, 20171Comments

Large Cap Blend Style 4Q17: Best and Worst

The Large Cap Blend style ranks first out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 18, 20170Comments

All Cap Value Style 4Q17: Best and Worst

The All Cap Value style ranks fifth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 18, 20170Comments

All Cap Growth Style 4Q17: Best and Worst

The All Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 18, 20170Comments

All Cap Blend Style 4Q17: Best and Worst

The All Cap Blend style ranks second out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
October 17, 20170Comments

Featured Stocks in October’s Exec Comp & ROIC Model Portfolio

The best performing stock in the portfolio was Kimball International (KBAL), which was up 16%. Get a free look at one of the stocks in October’s Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
October 16, 20170Comments

Style Ratings For ETFs & Mutual Funds: 4Q17

At the beginning of the fourth quarter of 2017, only the Large Cap Blend style earns an Attractive-or-better rating. Our style ratings are based on the aggregation of our fund ratings for every ETF and mutual fund in each style.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 13, 20170Comments

ICYMI: Long Idea Updates, 4Q17 Sector Ratings, New Long Idea, New ROIC Webinar, Model Portfolio Updates & CNBC Feature on Wal-Mart

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 13, 20170Comments

Exec Comp Aligned with ROIC Model Portfolio: October 2017

Platinum Members and higher can access October’s Executive Compensation Aligned With ROIC Model Portfolio as of Friday, October 13.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 13, 20170Comments

4Q17 Sector Ratings Recap

At the beginning of each quarter, we rank each sector from best to worst with our Sector Ratings Report. The following is our analysis of each sector for the fourth quarter of 2017.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 12, 20170Comments

Position Update: Carter’s, Inc. (CRI)

CRI was downgraded to Neutral by our rating system on 9/28/17. Despite the downgraded risk/reward rating, we are maintaining our Long recommendation due to solid fundamentals and the stock’s low valuation.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 12, 20170Comments

Featured Stocks in October’s Most Attractive & Most Dangerous Model Portfolios

Our Most Attractive Stocks (+7.5%) outperformed the S&P 500 (+2.6%) and our Most Dangerous Stocks (+7.6%) underperformed the S&P 500 (+2.6%) as a short portfolio last month. See two of the featured stocks from this month’s model portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 12, 20170Comments

Invested Capital Turns: Explanation and Examples

Invested capital turns are an important consideration in the analysis of return on invested capital (ROIC) and a key measure of balance sheet efficiency.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 12, 20170Comments

Podcast: Why This Real Estate Fund is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Neuberger Berman Real Estate Fund (NREAX).
by Kyle Guske II, Senior Investment Analyst, MBA
October 12, 20170Comments

Pension Cost Accounting Rule Change

The Financial Accounting Standards Board (FASB) introduced a new accounting standard that requires companies to present service cost as the only operating component of periodic pension costs on the income statement.
by David Trainer, Founder & CEO
October 11, 20170Comments

A High-Quality ETF in the Neutral Rated Industrials Sector

This ETF has ranked in the top 5 of Industrials sector ETFs for six consecutive quarters. It is poised to remain near the top of the rankings based on its superior holdings and low total annual costs.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 11, 20171Comments

Position Close Update: Tenneco, Inc. (TEN)

Following a downgrade in its risk/reward rating, and a subsequent accounting-related rating suspension, we are closing out our long recommendation on Tenneco, Inc. (TEN) with a modest gain.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 11, 20170Comments

Utilities Sector 4Q17: Best and Worst

The Utilities sector ranks ninth out of the 11 sectors as detailed in our 4Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 11, 20170Comments

Telecom Services Sector 4Q17: Best and Worst

The Telecom Services sector ranks seventh out of the 11 sectors as detailed in our 4Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 11, 20170Comments

Real Estate Sector 4Q17: Best and Worst

The Real Estate sector ranks tenth out of the 11 sectors as detailed in our 4Q17 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 10, 20170Comments

See Us on CNBC Discussing Wal-Mart

New Constructs CEO, David Trainer, joins CNBC’s Closing Bell to discuss Wal-Mart’s business, the competitive landscape, and its current valuation.
by Kyle Guske II, Senior Investment Analyst, MBA
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