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Best & Worst Sector Funds
July 21, 20260Comments

Basic Materials Sector 3Q26: Best and Worst

The Basic Materials sector ranks fifth out of the 11 sectors as detailed in our 3Q26 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
Best & Worst Sector Rankings
July 20, 20260Comments

Sector Ratings for ETFs & Mutual Funds: 3Q26

At the beginning of 3Q26, the Consumer Non-cyclicals, Telecom Services, and Healthcare sectors each earn an Attractive-or-better rating
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 17, 20260Comments

ICYMI: New Long Idea, Get Your $2 Million Edge, The Truth About the First Week of Earnings Season, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of July 13, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
July 17, 20260Comments

Watch Our Earnings Recap: Top Insights from JPMorgan Chase, Bank of America, Taiwan Semiconductor, Netflix, and More

The headlines focus on whether companies beat or missed consensus estimates. We focus on what really matters.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 15, 20260Comments

The Winner From Refining Scarcity

It’s no secret that structural global supply constraints and a secular decline in total refining capacity continue to act as powerful tailwinds.
by Daniel Oliveira
July 15, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – July 21 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, July 21 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 15, 20260Comments

Exec Comp Aligned with ROIC Model Portfolio: July 2026

Professional and higher members can access July's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, July 15.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
July 13, 20260Comments

Podcast: Why This Stock Likely to Miss Earnings Is In the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: 2Q26 Earnings: Where Street Estimates Are Too High & Who Should Miss.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 10, 20260Comments

ICYMI: 2Q26 Earnings Preview – Stocks Most Likely to Beat/Miss, How FinSights AI Helps Prepare for Earnings Season, Stock Picks that Outperform & More

Here's what happened at New Constructs during the week of July 6, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
July 9, 20260Comments

Live Podcast Friday: How FinSights AI Knows Which Stocks Will Beat/Miss Earnings

All are welcome to join us for our next live podcast on Friday, July 10 at 12pm EST.
by Kyle Guske II, Senior Investment Analyst, MBA
Likely to Miss Earnings
July 9, 20260Comments

2Q26 Earnings: Where Street Estimates Are Too High & Who Should Miss

We’ll show the five S&P 500 companies with overstated Street Earnings most likely to miss 2Q26 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
Most Likely to Beat Earnings
July 8, 20260Comments

2Q26 Earnings: Where Street Estimates Are Too Low & Who Should Beat

We’ll show the five S&P 500 companies with understated Street Earnings most likely to beat 2Q26 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
July 8, 20260Comments

Focus List Stocks Long/Short Outperforms by 9% in 1H26

Our Focus List Stocks: Long Model Portfolio and Focus List Stocks: Short Model Portfolio beat the Risk-Free Rate as a long/short portfolio by 9% in 1H26.
by Kyle Guske II, Senior Investment Analyst, MBA
Sector & Industry Fundamentals
July 8, 20260Comments

Focus List: Short Model Portfolio Beats S&P 500 by 12% in 1H26

Our Focus List Stocks: Short Model Portfolio outperformed the S&P 500 as a short portfolio by 12% in 1H26.
by Kyle Guske II, Senior Investment Analyst, MBA
July 8, 20260Comments

Focus List: Long Model Portfolio Beats S&P 500 by 4% in 1H26

Our Focus List Stocks: Long Model Portfolio rose 12% compared to 8% for the S&P 500 and outperformed by 4% in 1H26.
by Kyle Guske II, Senior Investment Analyst, MBA
SumZero Rankings
July 8, 20260Comments

July 2026 Stock-Picking Accolades: #1 Ranking for 61 Straight Months

We are July's 2026's #1 ranked stock picker in the Consumer Discretionary category on SumZero rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 2, 20260Comments

ICYMI: Get FinSights AI Now, New Long Idea, New Community Space, Why This Fund Isn’t Cleared for Takeoff, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of June 29, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 2, 20260Comments

All of the Bakken’s Cash, None of Its Price Risk

This model drives consistent profit growth, and the business operates more profitably than its peers.
by Joseph Noko
Model Portfolio
July 2, 20260Comments

Most Attractive Stocks Model Portfolio: July 2026

Professional Members and higher can access July's 40 Most Attractive Stocks as of Thursday, July 2.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 2, 20260Comments

Most Dangerous Stocks Model Portfolio: July 2026

Professional Members and higher can access July's 39 Most Dangerous Stocks as of Thursday, July 2.
by Kyle Guske II, Senior Investment Analyst, MBA
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