Focus List Stocks: Long – Update 3/22/18
We’ve removed the following stock from our Focus List – Long Model Portfolio as of March 22, 2018.
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
Featured Stocks in March’s Exec Comp & ROIC Model Portfolio
Seven new stocks make March’s Exec Comp Aligned with ROIC Model Portfolio. Get a free look at one of the stocks in March's Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Dropbox is in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Dropbox Inc. (DBX).
Kyle Guske II, Senior Investment Analyst, MBA
Understated Earnings Create Opportunity in These Stocks
We found five stocks with rising economic earnings that the market might have overlooked due to declining GAAP earnings.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: Skechers USA (SKX)
The fundamentals no longer look strong enough for us to continue recommending the stock as one of our top long ideas, so we are closing this position with respectable gains and outperformance.
Sam McBride
Safest Dividend Yields Model Portfolio: March 2018
Platinum Members and higher can access March's Safest Dividend Yields Model Portfolio as of Wednesday, March 21.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Week of March 12-17
Last week, analysts parsed 243 10-K filings and collected 29,109 data points. In total, they made 4,701 forensic accounting adjustments with a dollar value of $1.3 trillion. Analyst Jacob McDonough found a significant red flag in the footnotes of Centrus Energy’s (LEU) 2017 10-K.
Sam McBride
Don’t Buy What “Smart Money” Sells
Is the market hungry enough to justify the expected $7 billion valuation? Or, is this IPO how insiders sell stock and raise capital after the “smart money” (i.e. private equity, hedge funds, etc.) has dried up?
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: New Long Idea, Model Portfolio Updates, Fiduciary Rule Will Stand, Tesla’s Alarming Defections & Red Flags from Last Week’s 10-Ks
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
Even Without the Law, Fiduciary Rule Awareness Remains
While a recent court ruling could end the Fiduciary Rule as law, it cannot erase the awareness the DoL raised nor can it stop market forces leading the business towards a more ethical place.
Kyle Guske II, Senior Investment Analyst, MBA
Time to Follow Tesla Executives and Run for the Hills?
More executive departures, more missed production projections, and competitors taking market share have left Tesla’s sky-high valuation with even more downside risk.
Kyle Guske II, Senior Investment Analyst, MBA
Doomsday Valuation Makes this Stock a Buy
Overblown concerns about balance sheet liabilities, macroeconomic headwinds, and technological disruption have the market projecting the company’s cash flows will be permanently cut in half, a scenario which seems unlikely.
Sam McBride
Featured Stocks in March’s Most Attractive/Most Dangerous Model Portfolios
Our Most Attractive Stocks outperformed the S&P 500 last month while our Most Dangerous Stocks underperformed the S&P 500 as a short portfolio. See two of the featured stocks from this month’s model portfolios.
Kyle Guske II, Senior Investment Analyst, MBA
Exec Comp Aligned with ROIC Model Portfolio: March 2018
Platinum Members and higher can access March's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, March 15.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Hertz is in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Hertz Global Holdings (HTZ).
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Week of March 5-10
Last week, analysts parsed 409 10-K filings and collected 54,383 data points. In total, they made 8,989 forensic accounting adjustments with a dollar value of $1.3 trillion. Analyst Eric Roll identified two significant red flags in PacWest Bancorp’s (PACW) 2017 10-K.
Sam McBride
No Light at the End of the Tunnel for This Stock
This firm's shrinking cash flows can’t cover its debt burden, its accounting is confusing and possibly unreliable, its industry faces technological disruption, and its valuation assumes implausibly high profit growth.
Sam McBride
ICYMI: Harvard Business School Features Our Robo-Analyst, New Long Idea, How AI Helps Advisors, More Red Flags from New 10-Ks & Model Portfolio Updates
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Friday, March 9
From yesterday's research, analysts parsed 46 10-K filings and collected 4,585 data points. In total, they made 985 forensic accounting adjustments with a dollar value of $358 billion. Senior Analyst Lindsay Bohannon found an unusual item yesterday in Crawford & Company’s (CRD.B) 10-K.
Sam McBride
Harvard Business School Features our Robo-Analyst Technology
In a new case study, “New Constructs: Disrupting Fundamental Analysis with Robo-Analysts”, Charles C.Y. Wang and Kyle Thomas highlight the power of our Robo-Analyst technology.
Kyle Guske II, Senior Investment Analyst, MBA