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Long Idea
July 17, 20240Comments

Get Quality Mid Cap Exposure At A Compelling Price

After rigorous analysis of 7,300 ETFs and mutual funds, we found a fund that successfully picks good companies at good prices while charging below average fees.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst by Style
July 17, 20240Comments

Large Cap Blend Style 3Q24: Best and Worst

The Large Cap Blend style ranks fourth out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Value Style 3Q24: Best and Worst

The All Cap Value style ranks first out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Very Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Growth Style 3Q24: Best and Worst

The All Cap Growth style ranks seventh out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Neutral rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst by Style
July 17, 20240Comments

All Cap Blend Style 3Q24: Best and Worst

The All Cap Blend style ranks third out of the twelve fund styles detailed in our 3Q24 Style Ratings for ETFs and Mutual Funds report. The category receives our Attractive rating.
by Hakan Salt, Associate Investment Analyst
Best & Worst Sector Rankings
July 16, 20240Comments

Style Ratings for ETFs and Mutual Funds: 3Q24

Investors looking for style funds that hold quality stocks should focus on the All Cap Value, Large Cap Value, and All Cap Blend styles.
by Hakan Salt, Associate Investment Analyst
July 16, 20240Comments

Live Podcast This Friday – July 19, 2024 at 12pm EST: Exciting AI Stock Pick

All are welcome to join us for our live podcast this Friday July 19 at 12pm EST. Ask us anything. We will take all questions.
by Kyle Guske II, Senior Investment Analyst, MBA
July 16, 20240Comments

Our ROIC Research Versus Morningstar’s: Big Differences

This report highlights a rare opportunity to compare our research to a competitor’s and show how our research provides our clients with insights.
by David Trainer, Founder & CEO
July 15, 20240Comments

Updating our Free Cash Flow Yield Calculation and Stock Ratings & Adding “All Cash” and “No Cash” Metrics to Models

We are updating the Free Cash Flow Yield calculation used in our Stock Ratings and ETF & Mutual Fund Ratings.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector Ratings Recap
July 15, 20240Comments

3Q24 ETF and Mutual Fund Sector Ratings Recap

In each quarter, we rank the sectors from best to worst in our Sector Ratings Report. The following is our analysis of each sector for 3Q24.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 12, 20240Comments

ICYMI: New Long Idea, Most Likely to Beat/Miss 2Q24 Earnings, 3Q24 Sector Rankings, #1-Ranked Stock Picking, New E-Letter from David Trainer & Model Portfolio Updates

Here's what happened at New Constructs this past week of July 12, 2024.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
July 12, 20240Comments

July 2024 Stock-Picking Accolades: #1 Value, #1 in Large Cap, #1 in North America, #1 in Industrials, & More

We are July's #1 ranked stock picker in the Value, Large Cap, North America, Industrials, and other categories on SumZero rankings.
by Hakan Salt, Associate Investment Analyst
July 12, 20240Comments

Featured Stocks in July 2024’s Most Attractive/Most Dangerous Model Portfolios

See two of the featured stocks from July 2024’s Most Attractive and Most Dangerous Stocks Model Portfolios Ford Motor Company (F) and Cadence Bank (CADE).
by Hakan Salt, Associate Investment Analyst
Likely to Miss Earnings
July 12, 20240Comments

2Q24 Earnings: Where Street Earnings Are Too High and Who Should Miss

Insights on which companies are most likely to miss 2Q24 earnings based on our proprietary Core Earnings research.
by Kyle Guske II, Senior Investment Analyst, MBA
Most Likely to Beat Earnings
July 12, 20240Comments

2Q24 Earnings: Where Street Estimates Are Too Low & Who Should Beat

Insights on which companies are most likely to beat 2Q24 earnings based on our proprietary Core Earnings research.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 12, 20240Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2024

Professional and higher members and higher can access July's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, July 12.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 11, 20240Comments

Utilities Sector 3Q24: Best and Worst

The Utilities sector ranks eleventh out of the 11 sectors as detailed in our 3Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Very Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 11, 20240Comments

Telecom Services Sector 3Q24: Best and Worst

The Telecom Services sector ranks fourth out of the 11 sectors as detailed in our 3Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 11, 20240Comments

Technology Sector 3Q24: Best and Worst

The Technology sector ranks sixth out of the 11 sectors as detailed in our 3Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Funds
July 11, 20240Comments

Real Estate Sector 3Q24: Best and Worst

The Real Estate sector ranks tenth out of the 11 sectors as detailed in our 3Q24 Sector Ratings for ETFs and Mutual Funds report. It gets our Unattractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
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