September 7, 20170Comments

The Earnings Recovery Remains an Illusion

Our analysis of the latest 10-K and 10-Q filings for the S&P 500 shows that the GAAP earnings growth in the market has not translated to an increase in economic earnings.

by Sam McBride

September 7, 20172Comments

Most Attractive Stocks Model Portfolio: September 2017

Gold Members and higher can access September's 40 Most Attractive Stocks as of Thursday, September 7.

by Kyle Guske II, Senior Investment Analyst, MBA

September 7, 20170Comments

Most Dangerous Stocks Model Portfolio: September 2017

Gold Members and higher can access September's 40 Most Dangerous Stocks as of Thursday, September 7.

by Kyle Guske II, Senior Investment Analyst, MBA

September 1, 20170Comments

ICYMI: Dividend Model Portfolio Updates, Tech Laggard in the Danger Zone, & Long Idea Update

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

August 31, 20170Comments

Dividend Growth Stocks Model Portfolio: August 2017

Platinum Members and higher can access July’s Dividend Growth Stocks Model Portfolio as of Thursday, August 31.

by Kyle Guske II, Senior Investment Analyst, MBA

August 31, 20173Comments

Position Update: Knoll, Inc. (KNL)

While our original thesis has proven too optimistic in the short run due to the industry slowdown, we believe KNL remains best positioned to benefit from the expected improvement in 2H17 industry trends.

by Kyle Guske II, Senior Investment Analyst, MBA

August 31, 20170Comments

Podcast: Why Carbonite Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Carbonite (CARB).

by Kyle Guske II, Senior Investment Analyst, MBA

August 30, 20170Comments

Dividend Yield: Explanation & Calculation

The Dividend Yield represents how much a firm pays in annualized dividends relative to its current share price.

by Kyle Guske II, Senior Investment Analyst, MBA

August 29, 20170Comments

New Stocks on Safest Dividend Yields Model Portfolio: August 2017

Nine new stocks make our Safest Dividend Yield Model Portfolio. Get a free look at one of the additions to this month's portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

August 29, 20170Comments

Firm Founders Have Moved On; Investors Should Also

Once at the forefront of a new industry, this firm’s product is now commoditized. Attempts to buy its way into a very competitive new market look desperate. The disconnect between high expectations embedded in the stock price and the firm’s weak competitive position pose a significant risk to investors.

by Kyle Guske II, Senior Investment Analyst, MBA

August 25, 20170Comments

ICYMI: Solar Stock Face Off, CNBC Interview, Flawed Business Can Hurt Investors, Model Portfolio Updates & Scheduled Website Maintenance

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

August 24, 20170Comments

Position Update: Tenneco Inc. (TEN)

TEN was downgraded to Neutral by our rating system on 8/10/17. Despite the downgrade, we are maintaining our Long recommendation due to expectations for a 2H17 margin recovery and the stock’s low valuation.

by Kyle Guske II, Senior Investment Analyst, MBA

August 24, 20170Comments

Podcast: Why TrueCar Is In The Danger Zone

Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: TrueCar (TRUE).

by Kyle Guske II, Senior Investment Analyst, MBA

August 24, 20170Comments

Safest Dividend Yields Model Portfolio: August 2017

Platinum Members and higher can access August’s Safest Dividend Yields Model Portfolio as of Thursday, August 24.

by Kyle Guske II, Senior Investment Analyst, MBA

August 22, 20170Comments

New Stocks on Exec Comp & ROIC Model Portfolio: August 2017

The best performing stock in the portfolio was NVR Inc. (NVR), which was up 9%. Get a free look at a new stock on August’s Model Portfolio.

by Kyle Guske II, Senior Investment Analyst, MBA

August 22, 20170Comments

See Us On CNBC Discussing Salesforce @ 4ET Today

Tune into CNBC on Tuesday August 22 at 4 pm EST to learn more. New Constructs CEO, David Trainer, will discuss salesforce’s business and its current valuation.

by Kyle Guske II, Senior Investment Analyst, MBA

August 21, 20174Comments

TrueCar Can’t Serve Two Masters

TrueCar shares the same fatal flaw that sunk Angie’s List. As a middleman, it has to appeal to consumers while remaining valuable to its actual customers, car dealers. In trying to balance the needs of these two opposing sides, TrueCar is conflicted and struggles to provide value to either.

by Sam McBride

August 21, 20170Comments

Solar Stock Face Off for The Solar Eclipse

With investors’ eyes turned towards the sun today, which of these solar stocks is the best bet to make your portfolio shine?

by Sam McBride

August 18, 20170Comments

ICYMI: Chicken Producer Long Idea, Solar Stock Faceoff, An Overvalued Retailer, & Closing Successful Danger Zone Picks

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

August 17, 20170Comments

Fatten Your Nest Egg with Sanderson Farms

The stock's of chicken producers have been on a tear this year. We selected Sanderson Farms (SAFM) and Pilgrim's Pride (PPC) as Long Ideas in mid-2015, but we are honing in our focus on SAFM as the best way to play growing chicken demand.

by Kyle Guske II, Senior Investment Analyst, MBA

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