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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
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
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