ICYMI: Most Attractive & Dangerous Stocks Update & Filing Season Red Flags
Here’s what happened at New Constructs this past week
Kyle Guske II, Senior Investment Analyst, MBA
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Friday, March 3
Yesterday, our analysts parsed 128 filings and collected 18,702 data points. In total, they made 3,174 adjustments with a dollar value of $1.1 trillion. In particular, analyst Peter Apockotos found an unusual item yesterday in MGM Resorts (MGM) 10-K.
Sam McBride
New Stocks on Safest Dividend Yields Model Portfolio: February 2017
Our Safest Dividend Yields Model Portfolio (+1.9%) underperformed the S&P 500 (+4.1%) last month. The best performing stocks in the portfolio were large cap stock Cisco Systems (CSCO), which was up 13%, and small cap stock, Highway Holdings (HIHO), which was up 9%.
Kyle Guske II, Senior Investment Analyst, MBA
Most Attractive Stocks Model Portfolio: March 2017
Gold Members and higher can access March's 40 Most Attractive Stocks as of Thursday, March 2.
Kyle Guske II, Senior Investment Analyst, MBA
Most Dangerous Stocks Model Portfolio: March 2017
Gold Members and higher can access March's 18 Most Dangerous Stocks as of Thursday, March 2.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Thursday, March 2
Yesterday, our analysts parsed 134 filings and collected 20,247 data points. In total, they made 3,401 adjustments with a dollar value of $1.3 trillion. In particular, analyst Hunter Gray found an unusual item yesterday in Nabors Industries' (NBR) 10-K.
Sam McBride
Podcast: Why Palo Alto Networks Is In The Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch.com to talk about our Danger Zone pick this past week: Palo Alto Networks (PANW).
Kyle Guske II, Senior Investment Analyst, MBA
Will Investors Look Past Snap’s Hype?
When SNAP first filed for IPO, there was a lot of hype and the original $25 billion valuation quickly fell to $22.5 billion. Is the market so hungry for another tech IPO that it will overlook the dismal fundamentals and nosebleed valuation of SNAP?
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Wednesday, March 1
Yesterday, our analysts parsed 131 filings and collected 19,357 data points. In total, they made 3,384 adjustments with a dollar value of $1.3 trillion. In particular, analyst Peter Apockotos found an unusual item yesterday in Chart Industries (GTLS) 10-K.
Sam McBride
Filing Season Finds: Tuesday, February 28
Yesterday, our analysts parsed 125 filings and collected 17,650 data points. In total, they made 2,921 adjustments with a dollar value of $599 billion. In particular, analyst Allen L. Jackson found an unusual item yesterday in Allegheny Technologies (ATI) 10-K.
Sam McBride
Efforts to Kill The Fiduciary Rule Have Only Strengthened It
Interest in “fiduciary” is at an all time high despite efforts to kill the rule. Is all the push back on the rule having a “Streisand Effect”?
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Week Of February 21-25
Last week, our analysts parsed 378 filings and collected 56,507 data points. In total, they made 9,646 adjustments with a dollar value of $5.3 trillion. Analyst Lindsay Bohannon found a few items in Cigna’s 10-K last week that should put the stock back on investors’ radar.
Sam McBride
Fiduciary Duty Can’t Be Killed
Striking the fiduciary rule down could make it, in the words of Obi-Wan Kenobi, “more powerful than you can possibly imagine.”
Sam McBride
Danger Zone: Palo Alto Networks (PANW)
The fundamentals of this business make it hard to imagine a scenario where this firm can meet the expectations baked into its lofty valuation. For these reasons and more, Palo Alto Networks is in the Danger Zone this week.
Kyle Guske II, Senior Investment Analyst, MBA
ICYMI: The “Real” Earnings Season Begins and Model Portfolio Updates
Here's what happened at New Constructs this past week
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Friday, February 24
Yesterday, our analysts parsed 107 filings and collected 15,764 data points. In total, they made 2,630 adjustments with a dollar value of $1.1 trillion. In particular, analyst Allen L. Jackson found an unusual item in Town Sports International Holdings (CLUB) 10-K.
Sam McBride
Filing Season Finds: Thursday, February 23
Yesterday, our analysts parsed 92 filings and collected 13,987 data points. In total, they made 2,451 adjustments with a dollar value of $1.6 trillion. Analyst Hunter Gray found an unusual item in Advanced Micro Devices’ (AMD) 10-K.
Sam McBride
“Fiduciary Duty Can’t Be Killed” – WealthManagement Op/Ed
On Wednesday (2/22/17), WealthManagement.com featured our op/ed on why the fiduciary rule can’t be killed and how efforts to stop the rule may only make it stronger.
Kyle Guske II, Senior Investment Analyst, MBA
Safest Dividend Yields Model Portfolio: February 2017
Platinum Members and higher can access February’s Safest Dividend Yields Model Portfolio as of Thursday, February 23.
Kyle Guske II, Senior Investment Analyst, MBA
Filing Season Finds: Wednesday, February 22
Yesterday, our analysts parsed 56 filings and collected 7,941 data points. In total, they made 1,335 adjustments with a dollar value of $351 billion. In particular, analyst Hunter Gray found an unusual item in Phillips 66’s (PSX) 10-K.
Sam McBride