Position Close Update: Spectrum Brand Holdings (SPB)
Due to a rating change and merger with HRG, we are closing this position.
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: The Travelers Companies (TRV)
Due to a continued decline in ROIC, we are closing this position. Since original Long Idea, TRV has outperformed the market.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Tuesday, February 27
From yesterday’s research, analysts parsed 128 10-K filings and collected 18,737 data points. In total, they made 2,860 forensic accounting adjustments with a dollar value of $369 billion. Analyst Hunter Anderson found an unusual item yesterday in Titan International’s (TWI) 10-K.
Sam McBride
Filing Season Finds: Week of February 19-24
Last week, analysts parsed 403 10-K filings and collected 65,183 data points. In total, they made 10,444 forensic accounting adjustments with a dollar value of $6.9 trillion. Analyst Lindsay Bohannon found key items in Discover's 10-K that shows the company is significantly more profitable than its reported income suggests.
Sam McBride
Danger Zone: Investors That Ignore the Real Earnings Season
Only by reading all of the financial footnotes, which are only included in annual 10-K reports filed with the SEC, can investors know the true profits of publicly-traded companies.
Sam McBride
“Tax Cuts and Confidence Drive Surge of Payouts” – Barron’s
On Saturday, Barron’s featured three stocks on our Safest Dividend Yields Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: New Long Idea, Model Portfolio Updates, Red Flags from New 10-Ks, Machine Learning Webinar & a Turnaround Story to Avoid
Here's what happened at New Constructs this past week.
Kyle Guske II, Senior Investment Analyst, MBA
Webinar: “Machine Learning for Smarter Investing” – Hosted by Interactive Brokers
David Trainer, CEO of New Constructs, presented “Machine Learning for Smarter Investing” on the Interactive Brokers Education and webinar platform on February 23, 2018. Watch the webinar here.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Friday, February 23
From yesterday’s research, analysts parsed 91 10-K filings and collected 15,216 data points. In total, they made 2,357 forensic accounting adjustments with a dollar value of $1.9 trillion. The Robo-Analyst found an unusual item yesterday in Tile Shop Holdings’ (TTS) 10-K.
Sam McBride
Focus List Stocks: Long – Update 2/22/18
We’ve added the following stock to our Focus List – Long Model Portfolio as of February 22, 2018.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: F5 Networks (FFIV)
We are closing this position and removing it from our Focus List – Long Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Thursday, February 22
From yesterday’s research, analysts parsed 72 10-K filings and collected 11,789 data points. In total they made 1,985 forensic accounting adjustments with a dollar value of $1.7 trillion. Pete Apockotos found an unusual item yesterday in Six Flags’ (SIX) 10-K.
Sam McBride
Focus List Stocks: Short – Update 2/21/18
We’ve added the following stock to our Focus List – Short Model Portfolio as of February 21, 2018.
Kyle Guske II, Senior Investment Analyst, MBA
Buy the Dip on This Recently Upgraded Insurer & Asset Manager
This firm, which provides retirement planning, asset management, and insurance products, was unjustly knocked despite its strong fundamentals. After the selloff, the opportunity to buy the dip has arrived.
Kyle Guske II, Senior Investment Analyst, MBA
Safest Dividend Yields Model Portfolio: February 2018
Platinum Members and higher can access February's Safest Dividend Yields Model Portfolio as of Thursday, February 22.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Regis Corporation is in the Danger Zone
Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Regis Corporation (RGS).
Kyle Guske II, Senior Investment Analyst, MBA
Getting ROIC Right – Get The White Paper
Ernst & Young white paper shows our financial models are superior.
Key quotes:
Why Ernst & Young chose New Constructs:
“To test our hypothesis of the importance in getting the data right to
David Trainer, Founder & CEO
Filing Season Finds: Wednesday, February 21
From yesterday’s research, analysts parsed 111 10-K filings and collected 17,910 data points. In total, they made 2,830 forensic accounting adjustments with a dollar value of $1.3 trillion. Hunter Anderson found an unusual item yesterday in Chesapeake Lodging Trust’s (CHSP) 10-K.
Sam McBride
Featured Stocks in February’s Exec Comp & ROIC Model Portfolio
Seven new stocks make February’s Exec Comp Aligned with ROIC Model Portfolio. Get a free look at one of the stocks in February’s Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
The Real Earnings Season Starts Now
Corporate earnings season may be winding down, but the real earnings season – annual 10-K filing season – starts today.
Sam McBride