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October 23, 20170Comments

Market Share Matters Little When Profits Are Disappearing

The risk/reward proposition for investors looks unfavorable due to a combination of industry lagging profitability, alarming expense growth, poorly-aligned executive compensation incentives, and high market-implied expectations for future profits.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 23, 20170Comments

New Feature: Ratings Expansion in the Stock, Mutual Fund & ETF Screeners

Unlimited and Institutional clients can now view ratings details directly from the Stock and ETF/Mutual Fund Screeners just as they can on the My Portfolio and Ratings pages.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 23, 20170Comments

4Q17 Style Ratings Recap

At the beginning of each quarter, we rank each style from best to worst with our Sector Ratings Report. The following is our analysis of each style for the fourth quarter of 2017.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 23, 20170Comments

Small Cap Value Style 4Q17: Best and Worst

The Small Cap Value style ranks eleventh out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 23, 20170Comments

Small Cap Growth Style 4Q17: Best and Worst

The Small Cap Growth style ranks last out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 23, 20170Comments

Small Cap Blend Style 4Q17: Best and Worst

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 20, 20170Comments

ICYMI: New Long Idea, 4Q17 Style Fund Ratings, Model Portfolio Updates & ROIC Webinar: Reserve Your Seat

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 20, 20170Comments

Safest Dividend Yields Model Portfolio: October 2017

Platinum Members and higher can access October's Safest Dividend Yields Model Portfolio as of Friday, October 20.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 19, 20170Comments

Mid Cap Value Style 4Q17: Best and Worst

The Mid Cap Value style ranks eighth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 19, 20170Comments

Mid Cap Growth Style 4Q17: Best and Worst

The Mid Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 4Q17 Style Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 19, 20170Comments

Mid Cap Blend Style 4Q17: Best and Worst

The Mid Cap Blend style ranks seventh 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 18, 20170Comments

A Value Stock in the High Flying Tech Sector

Unlike many unprofitable tech firms whose stocks have outperformed, the stock of this high-ROIC tech firm has lagged significantly over the past year. A strong competitive position and recent roll-out of new products make the profit growth expectations embedded in this stock look too low.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
October 18, 20170Comments

Large Cap Value Style 4Q17: Best and Worst

The Large Cap Value style ranks third 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

Large Cap Growth Style 4Q17: Best and Worst

The Large Cap Growth style ranks fourth 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, 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
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