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November 2, 20170Comments

Morningstar’s Dominance: The Good, Bad and the Ugly

Investors and advisors deserve other, independent sources of research that go beyond Morningstar’s backward-looking methodology.
by Sam McBride
New Constructs
November 2, 20170Comments

Podcast: Why the BlackRock High Equity Income 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: The BlackRock High Equity Income Fund (BMECX).
by Kyle Guske II, Senior Investment Analyst, MBA
November 1, 20170Comments

Transitioning Business Model Coupled with a Competitive Advantage

While transitioning from a commodity based business to a consumer facing and branded product business, this firm has consistently grown profits, improved margins, and properly incentivized executives to create shareholder value.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
November 1, 20170Comments

Markets Need a Single, Official Definition of “Fiduciary”

Differing definitions only add to the uncertainty and anxiety surrounding the debate over the Fiduciary Rule. Regulators need to put forward a unified definition of the fiduciary duty so that investors and advisors can have a fully informed debate on the matter.
by Sam McBride
New Constructs
November 1, 20170Comments

See Us on CNBC Talking Facebook at 3:30ET Today

Learn more on Wednesday, November 1 at 3:30 ET when New Constructs CEO, David Trainer, joins CNBC’s Closing Bell to discuss Facebook’s business and the upside in its stock.
by Kyle Guske II, Senior Investment Analyst, MBA
October 31, 20170Comments

Open Letter To The SEC: Disclosure Is Not Enough

The SEC could assuage uncertainty by more clearly outlining its view of how advisors can fulfill the Fiduciary Duty of Care.
by Sam McBride
New Constructs
October 31, 20172Comments

Featured Stocks in October’s Dividend Growth Model Portfolio

Get a look at last month’s top performers and a featured stock from October’s Model Portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
October 31, 20170Comments

Model Portfolio Outperformance Through 3Q17

Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 3Q17.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 31, 20170Comments

Closing Danger Zone Pick: Acadia Healthcare (ACHC)

We still don’t recommend the stock to investors, but it no longer has the unbalanced risk/reward profile it once did.
by Sam McBride
New Constructs
October 31, 20170Comments

Position Update: Lear Corp (LEA)

Despite the downgrade, we are maintaining our Long recommendation largely because LEA remains significantly undervalued and the business’ fundamentals remain strong.
by Kyle Guske II, Senior Investment Analyst, MBA
October 30, 20170Comments

A Potential Landmine in Large Cap Value Funds

This Fund stands out as a one to avoid within the Large Cap Value style, especially for investors lured by the “equity income” label. It ranks near the bottom of 966 Large Cap Value style ETFs and Mutual Funds under coverage.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 27, 20170Comments

ICYMI: New Long Idea, ROIC Webinar Replay, Duty of Care Defined, Financial Times Feature, Model Portfolio Updates & Best & Worst Fund Analysis

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 26, 20170Comments

Dividend Growth Stocks Model Portfolio: October 2017

Platinum Members and higher can access October’s Dividend Growth Stocks Model Portfolio as of Thursday, October 26.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 26, 20170Comments

Featured Stocks in October’s Safest Dividend Yields Model Portfolio

Three new stocks make our Safest Dividend Yield Model Portfolio this month. Get a free look at one of the stocks in this month’s portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
October 26, 20170Comments

High ROIC Business Model with an Undervalued Stock

With strong fundamentals and an undervalued stock price, this firm not only finds itself in October’s Most Attractive Stocks Model Portfolio, but is also this week’s Long Idea.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 26, 20170Comments

How To Avoid the Worst Style Mutual Funds 4Q17

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 26, 20170Comments

How To Avoid the Worst Style ETFs 4Q17

The large number of ETFs has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst ETFs.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 26, 20170Comments

Podcast: Why The Ultimate Software Group 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: The Ultimate Software Group (ULTI).
by Kyle Guske II, Senior Investment Analyst, MBA
October 25, 20170Comments

A Primer on How To Define and Fulfill the Fiduciary Duty of Care

Despite the lack of regulatory guidance for fulfillment of the Duty of Care, there is plenty of common-sense guidance from thought leaders. They all agree that research that fulfills the Duty of Care should be comprehensive, objective, transparent, and relevant.
by Sam McBride
New Constructs
October 25, 20170Comments

How to Avoid the Worst Sector Mutual Funds 4Q17

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
by Kyle Guske II, Senior Investment Analyst, MBA
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