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May 25, 20160Comments

David Trainer Appearing on CNBC to Discuss Non-GAAP Issues

Tune into CNBC on Wednesday, May 25, at 11:40am EST. New Constructs CEO, David Trainer, will be discussing the credibility of non-GAAP earnings and its damaging effects on shareholders.
by Kyle Guske II, Senior Investment Analyst, MBA
May 24, 20160Comments

How To Avoid the Worst Style Mutual Funds 2Q16

The large number of mutual funds has little to do with serving investors’ best interests. Here are three red flags investors can use to avoid the worst mutual funds.
by Kyle Guske II, Senior Investment Analyst, MBA
May 24, 20160Comments

How To Avoid the Worst Style ETFs 2Q16

Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Here are three red flags you can use to avoid the worst ETFs.
by Kyle Guske II, Senior Investment Analyst, MBA
May 24, 20160Comments

How To Avoid the Worst Sector Mutual Funds 2Q16

The large number of mutual funds has little to do with serving your best interests. Here are three red flags you can use to avoid the worst mutual funds
by Kyle Guske II, Senior Investment Analyst, MBA
May 24, 20160Comments

How To Avoid the Worst Sector ETFs 2Q16

Why are there so many ETFs? ETF providers tend to make lots of money on each ETF so they create more products to sell. The large number of ETFs has little to do with serving your best interests. Below are three red flags you can use to avoid the worst ETFs:
by Kyle Guske II, Senior Investment Analyst, MBA
May 23, 20160Comments

Danger Zone: Mobile Mini (MINI)

What happens when a company focuses on top-line growth, ignores cash flows or economic earnings, and generates a low ROIC? That company, Mobile Mini (MINI), goes in the Danger Zone this week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 19, 20160Comments

How To Find The Best Style Mutual Funds 2Q16

Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
May 19, 20160Comments

How to Find the Best Style ETFs 2Q16

Finding the best ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
May 19, 20160Comments

How to Find the Best Sector Mutual Funds 2Q16

Finding the best sector mutual funds is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
May 19, 20160Comments

How to Find the Best Sector ETFs 2Q16

Finding the best sector ETFs is an increasingly difficult task in a world with so many to choose from. How can you pick with so many choices available?
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 18, 20164Comments

Model Portfolio: Executive Compensation Aligned With ROIC

We’ve created a new Model Portfolio, one that only includes those companies that not only receive our Very Attractive rating, but also tie executive compensation to return on invested capital (ROIC). Tying executive compensation to ROIC is important as ROIC is the primary driver of shareholder value creation.
by Sam McBride
May 16, 20161Comments

Danger Zone: XPO Logistics (XPO)

We’re not talking about Valeant (VRX) or Perrigo (PRGO), or any prior Danger Zone stocks. We’re talking about XPO Logistics (XPO), which looks like another roll up scheme, for the Danger Zone this week.
by Kyle Guske II, Senior Investment Analyst, MBA
May 16, 20160Comments

Cheap Funds Dupe Investors – 2Q16

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future. 2Q16.
by Kyle Guske II, Senior Investment Analyst, MBA
May 12, 20160Comments

Podcast: Why Franklin Small-Mid Cap Growth Fund 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: Danger Zone: Franklin Small-Mid Cap Growth Fund (FRSGX)
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 10, 20160Comments

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

Our Most Attractive Stocks (+1.7%) outperformed the S&P 500 (+0.7%) last month. Our Most Dangerous Stocks (+2.3%) underperformed the S&P 500 (+0.7%) last month.
by Kyle Guske II, Senior Investment Analyst, MBA
barron's
May 9, 20160Comments

“Questioning Perrigo’s Growth” – Barron’s

This past weekend, Barron’s magazine featured our research for the fifth time in 2016 and 21st time since 2014. This time, Barron’s featured our Danger Zone report on Perrigo (PRGO).
by Kyle Guske II, Senior Investment Analyst, MBA
May 9, 20160Comments

Danger Zone: Franklin Small-Mid Cap Growth Fund (FRSGX)

For the second quarter of 2016 rankings, we noticed a new trend: in five of the past six quarters, the Mid Cap Growth style has received our Dangerous rating. Within that group, we found a particularly bad fund.
by Kyle Guske II, Senior Investment Analyst, MBA
barron's
May 9, 20160Comments

“Valeant Doesn’t Look Cheap” – Barron’s

Over the weekend, Barron’s magazine featured our research for the fourth time in 2016 and 20th time since 2014. This time, Barron’s featured our research on Valeant Pharmaceuticals (VRX).
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 6, 20160Comments

2Q16 Style Ratings Recap

2Q16 comprehensive review of equity ETFs and mutual funds by style.
by Kyle Guske II, Senior Investment Analyst, MBA
May 6, 20160Comments

#1 Stock Picker – Value – May 2016

The latest rankings have been released and New Constructs' CEO David Trainer is May's #1 ranked "Value" stock picker per SumZero Rankings
by Kyle Guske II, Senior Investment Analyst, MBA
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