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May 6, 20160Comments

#2 Stock Picker – Last Twelve Months – May 2016

The latest rankings have been released and New Constructs' CEO David Trainer is May's #2 ranked stock picker over the last twelve months (LTM) per SumZero Rankings.
by Kyle Guske II, Senior Investment Analyst, MBA
May 5, 20160Comments

Open Letter To Norway’s Sovereign Wealth Fund: Target Lions Gate Entertainment (LGF)

Norway’s Sovereign Wealth Fund announced that it is looking to restructure compensations plans at certain companies in its portfolio. As the fund looks for a company it can target, we offer a candidate: Lions Gate Entertainment (LGF).
by Sam McBride
May 5, 20160Comments

Podcast: Why Perrigo 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: Perrigo Company (PRGO).
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 5, 20160Comments

The Best and Worst of the Small Cap Value Style 2Q16

The Small Cap Value style ranks last out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 5, 20160Comments

The Best and Worst of the Small Cap Growth Style 2Q16

The Small Cap Growth style ranks eleventh out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 5, 20160Comments

The Best and Worst of the Small Cap Blend Style 2Q16

The Small Cap Blend style ranks tenth out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
May 4, 20160Comments

Long Idea: Sally Beauty Holdings (SBH)

Sally Beauty operates in an industry that tends to be recession-proof. What’s more, its cheap valuation and recent changes to executive compensation position the stock to outperform in the long term.
by Sam McBride
New Constructs
May 4, 20161Comments

May 2016’s Most Attractive Stocks Available to Members Today

Gold Members and higher can access May's 40 Most Attractive Stocks as of Wednesday, May 4.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

May’s Most Dangerous Stocks Available to Members Today

Gold Members and higher can access May's 40 Most Dangerous Stocks as of Wednesday, May 4.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

The Best and Worst of the Mid Cap Value Style 2Q16

The Mid Cap Value style ranks seventh out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

The Best and Worst of the Mid Cap Growth Style 2Q16

The Mid Cap Growth style ranks ninth out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Dangerous rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

The Best and Worst of the Mid Cap Blend Style 2Q16

The Mid Cap Blend style ranks fifth out of the twelve fund styles as detailed in our 2Q16 Style. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

The Best and Worst of the Large Cap Value Style 2Q16

The Large Cap Value style ranks first out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

The Best and Worst of the Large Cap Growth Style 2Q16

The Large Cap Growth style ranks sixth out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

The Best and Worst of the Large Cap Blend Style 2Q16

The Large Cap Blend style ranks second out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Attractive rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

The Best and Worst of the All Cap Value Style 2Q16

The All Cap Value style ranks fourth out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

The Best and Worst of the All Cap Growth Style 2Q16

The All Cap Growth style ranks eighth out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 4, 20160Comments

The Best and Worst of the All Cap Blend Style 2Q16

The All Cap Blend style ranks third out of the twelve fund styles as detailed in our 2Q16 Style Ratings. It gets our Neutral rating.
by Kyle Guske II, Senior Investment Analyst, MBA
New Constructs
May 3, 20160Comments

Identifying Good And Bad Activist Investors

There are some genuinely good examples of shareholder activism out there. In the right context, activist investors hold management accountable and play a beneficial role in the market by ensuring that poor corporate governance and strategy don’t persist.
by Sam McBride
May 2, 20162Comments

Danger Zone: Perrigo Company (PRGO)

We found that Perrigo Company (PRGO), the firm Mr. Papa is leaving behind, exhibits many similarities to Valeant, including misleading non-GAAP measurements, aggressive, shareholder destructive acquisitions, and executive compensation misaligned with shareholders’ interests.
by Kyle Guske II, Senior Investment Analyst, MBA
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