Focus List Stocks: Short – Update
We’ve added the following stock to our Focus List – Short Model Portfolio as of November 17, 2017.
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
Focus List Stocks: Long – Update
We’ve added the following stocks to our Focus List – Long Model Portfolio as of November 17, 2017.
Kyle Guske II, Senior Investment Analyst, MBA
Hasbro Mattel Merger Could Produce Big Profits
A Hasbro/Mattel merger could create significant profit growth opportunities through cross-licensing, increased bargaining power, and cost control.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Morningstar 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: Morningstar (MORN).
Kyle Guske II, Senior Investment Analyst, MBA
Hidden, Classic Value in A Rich Market
This firm has a long history of profit growth, over four decades of dividend growth, and an executive compensation plan that properly incentivizes executives to create shareholder value. Add in a cheap valuation, and it’s clear why this firm is this week’s Long Idea.
Kyle Guske II, Senior Investment Analyst, MBA
Exec Comp Aligned with ROIC Model Portfolio: November 2017
Platinum Members and higher can access November’s Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, November 15.
Kyle Guske II, Senior Investment Analyst, MBA
Things Are Looking up for Disney
In our long thesis on Disney in January, we wrote that there were four key catalysts that could help the stock overcome ESPN fears and break out of its rut. After a down year, Disney looks poised to deliver significant returns for shareholders.
Sam McBride
New Service: Sector & Industry Ratings & Analyst Commentary
We now provide Sector and Subsector ratings to our Unlimited and Institutional members. Clients access these ratings by clicking the Ratings tab and, then, clicking on “Sectors”.
Kyle Guske II, Senior Investment Analyst, MBA
Performance of the Focus List Stocks (Long) Model Portfolio
Our goal in tracking the performance of the Focus List Stocks (Long) Model Portfolio is to show the return that a client would achieve with an equal-weighted investment in each stock on the day it was added to the Focus List.
Kyle Guske II, Senior Investment Analyst, MBA
Performance of the Focus List Stocks (Short) Model Portfolio
Our goal in tracking the performance of the Focus List Stocks (Short) Model Portfolio is to show the return that a client would achieve with an equal-weighted investment in each stock on the day it was added to the Focus List.
Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone: Morningstar’s Dominance Harms Investors
We believe that Morningstar’s size and stronghold on the rating industry do not always serve investors’ best interests as much as perceived.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: New Long Idea, New Model Portfolios, Presenting at Upcoming Conferences, and Two Stocks with Downside Risk
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why PDF Solutions 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: PDF Solutions (PDFS).
Kyle Guske II, Senior Investment Analyst, MBA
Betting on the Future of Wealth Management
This wealth management business delivers consistent profitability and has invested in technology to fuel significant growth.
Sam McBride
Featured Stocks in November’s Most Attractive/Most Dangerous Model Portfolios
Our Most Attractive Stocks (-1.1%) underperformed the S&P 500 (+1.5%) last month and our Most Dangerous Stocks (-1.9%) outperformed the S&P 500 (+1.5%) as a short portfolio last month. See two of the featured stocks from this month’s model portfolios.
Kyle Guske II, Senior Investment Analyst, MBA
Viola Risk Advisors’ Conference Features New Constructs
CEO David Trainer will be the keynote speaker at Viola Risk Advisors’ 2018 Capital Structure & Risk Management Outlook conference on Thursday, November 16.
Kyle Guske II, Senior Investment Analyst, MBA
TrueCar Has Further to Fall
We warned investors in August that TrueCar’s (TRUE) flawed business model would lead to slower growth and further losses in the future.
Sam McBride
A Troubling Trend: Falling Profits in a Growing Market
The disconnect between fundamentals and valuation, coupled with a weak competitive position, and misaligned executive incentives land this firm in the Danger Zone.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: New Long Idea & New Focus Lists, The Downside to Morningstar’s Dominance, a Detailed Look at “Fiduciary” & Model Portfolio Performance Updates
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
New Model Portfolio: Focus List Stocks (Long)
This report covers our initial Focus List (Long) Model Portfolio selected from our Long Idea research. This model portfolio is designed for investors who are focused on long-term capital appreciation.
Kyle Guske II, Senior Investment Analyst, MBA