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New Constructs
September 22, 20160Comments

New Stocks on Exec Comp & ROIC Model Portfolio: September 2016

Our Exec Comp Aligned With ROIC Model Portfolio (+0.7%) outperformed the S&P 500 (-2.3%) last month. The best performing stock in the portfolio was Francesca’s Holdings (FRAN), which was up 8%.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 22, 20160Comments

Podcast: Why Netflix 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: Netflix: Is The Music Slowing Down?
by Kyle Guske II, Senior Investment Analyst, MBA
September 19, 20160Comments

Netflix: Is the Music Slowing Down?

Issues include: unprofitable international expansion, dwindling competitive advantages, and a sky-high stock valuation. For a long time, the market has largely ignored these concerns. When investors finally accept the truth about this company and stock, Netflix (NFLX) could be in for a big sell-off.
by Kyle Guske II, Senior Investment Analyst, MBA
September 15, 20160Comments

Thomson Reuters Bolsters Wealth Management Offerings with New Constructs

New Constructs is proud to announce our new relationship with Thomson Reuters, the world’s leading source of news and information for professional markets.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 15, 20160Comments

Integrity Research Features Success of Our Scottrade Partnership

Integrity Research, advisor to the world’s largest investment managers, featured Scottrade clients’ rapid adoption of New Constructs’ research. Here are key highlights of the Integrity report
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 15, 20160Comments

Exec Comp Aligned With ROIC Model Portfolio: September 2016

Platinum Members and higher can access September's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, September 15.
by Kyle Guske II, Senior Investment Analyst, MBA
September 14, 20161Comments

Long Idea: Williams-Sonoma (WSM)

With a strong and growing e-commerce presence, history of profit growth, and an undervalued share price, Williams-Sonoma (WSM) is this week’s Long Idea.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 14, 20160Comments

New Stocks on Most Attractive and Most Dangerous Lists: September 2016

Our Most Attractive Stocks (+2.6%) outperformed the S&P 500 (+1.0%) last month and our Most Dangerous Stocks (+1.8%) underperformed the S&P 500 (1.0%) last month.
by Kyle Guske II, Senior Investment Analyst, MBA
September 12, 20162Comments

Partnership with Scottrade Enjoys Huge Launch Success

As of about 5:30CT on August 31st, all Scottrade clients gained free access to New Constructs Gold membership. We think that Scottrade has never seen adoption rates as fast as what they are seeing with New Constructs and their clients.
by David Trainer, Founder & CEO
New Constructs
September 12, 20160Comments

Gold Members Get A Scoop on CNBC

On September 12, 2016 David Trainer, CEO, appeared on CNBC's Closing Bell to highlight 2-3 stocks from the Most Dangerous Stocks list for September.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 8, 20160Comments

September’s Most Attractive Stocks Available to Members Today

Gold Members and higher can access September's 40 Most Attractive Stocks as of Thursday, September 8.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
September 8, 20160Comments

September’s Most Dangerous Stocks Available to Members Today

Gold Members and higher can access September's 40 Most Dangerous Stocks as of Thursday, September 8.
by Kyle Guske II, Senior Investment Analyst, MBA
September 7, 20160Comments

Long Idea: Ply Gem Holdings (PGEM)

With strong profit growth, an impressive return on invested capital (ROIC), and an undervalued stock, Ply Gem Holdings (PGEM) is this week’s Long Idea.
by Kyle Guske II, Senior Investment Analyst, MBA
September 1, 20160Comments

Podcast: Why SPS Commerce Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week: Danger Zone: SPS Commerce (SPSC).
by Kyle Guske II, Senior Investment Analyst, MBA
August 29, 20161Comments

Danger Zone: SPS Commerce (SPSC)

This week’s Danger Zone pick is a company that touts 61 consecutive quarters of revenue growth despite five years of shareholder value destruction. Increased competition, misleading non-GAAP metrics, and an overly optimistic valuation land SPS Commerce (SPSC) in the Danger Zone.
by Kyle Guske II, Senior Investment Analyst, MBA
August 25, 20160Comments

Podcast: Why Yelp Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and MarketWatch to talk about our Danger Zone pick this past week: Danger Zone: Yelp Inc. (YELP).
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 23, 20160Comments

New Stocks on Exec Comp & ROIC Model Portfolio: August 2016

Our Linking Exec Comp To ROIC Model Portfolio (+3.1%) outperformed the S&P 500 (+1.3%) last month. The best performing stock in the portfolio was Outerwall (OUTR), which was up nearly 19%.
by Kyle Guske II, Senior Investment Analyst, MBA
August 22, 20162Comments

Danger Zone: Yelp Inc. (YELP)

Investors have bought into a growth story that not only fails to produce profits, but has proven false in the past. With growing losses, significant competition, and a highly overvalued stock, Yelp Inc. (YELP) is this week’s Danger Zone.
by Kyle Guske II, Senior Investment Analyst, MBA
August 18, 20160Comments

Podcast: Why 8×8 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: Danger Zone: 8x8 (EGHT).
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
August 16, 20160Comments

Exec Comp Aligned With ROIC Model Portfolio: August 2016

Platinum Members and higher can access August's Linking Executive Compensation to ROIC Model Portfolio as of Tuesday, August 16.
by Kyle Guske II, Senior Investment Analyst, MBA
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